Hammond's Hot Takes Weekly Edition

Research evidence excerpt

Hammond's Hot Takes Weekly Edition

Pharmaceuticals (Major) & Large Cap Biotechnology

Hammond's Hot Takes Weekly Edition June 21, 2026

Sunday, June 21, 2026

Welcome back to our Hammond's Hot Takes weekly note, where we provide an

overview of what to expect for the upcoming week and a recap of what happened in

the prior week within our coverage universe and beyond.

Alexandria Hammond

What's on the docket for the upcoming week? ahammond@wolferesearch.com

(646) 582-9320

●MRNA is hosting a Moderna Science Day on Thursday, June 25 at their View Alexandria’s Research

headquarters in Cambridge where the company looks to dive into its early View Comp Table

stage pipeline, as well as talk about how it's using AI to accelerate drug Cameron DeGuzman

discovery and broaden mRNA use. cdeguzman@wolferesearch.com

646-582-9324

What happened last week that we didn't get a chance to write on? Hannah Tran

htran@wolferesearch.com

Updates this week to the obesity landscape: (646) 582-9391

●NOVOB CEO mentioned that the company intends to file the Wegovy pill in

China "within the next few months," per Reuters. NOVOB also highlighted that

it should have the scale that many of its competitors don't have.

●LLY's Zepbound earned approval in Canada for the treatment of moderate

to severe obstructive sleep apnea (OSA) in adults with obesity; it is the first

medication approved in Canada for this indication.

Other relevant clinical updates across our sector:

●JNJ presented results from MonumenTAL-3 at EHA, demonstrating that

Talvey in combination with Darzalex with or without pomalidomide reduced

risk of progression or death in patients with RRMM with at least one prior line

of therapy. mPFS hazard ratios for Tal-DP was 0.28 and for Tal-D was 0.33.