IJR News — today's news from every sideTom Gallagher The softer inflation data clearly helped offset those rising yields and kept equity buying strong. Priya Raman A 35B valuation looks steep with those losses, but Nvidia backing could still pull in plenty of buyers. United Therapeutics and Denali Outline Pipeline Shifts at Morgan Stanley Conference — Sep 14, 2026Biotech firms Crescent Biopharma, Denali Therapeutics, Kyverna Therapeutics, and United Therapeutics outlined forthcoming data, new indications, and expansive commercial strategies at the Morgan Stanley Global Healthcare Conference, signaling a push into pulmonary fibrosis, CNS, and other large patient populations. Denali highlighted its Avlayah Transport Vehicle platform and CNS programs, while United Therapeutics outlined a four‑product strategy for IPF/PPF and planned NDA activities, underscoring continued innovation and manufacturing expansion across the sector.
Nicole Hardy Shifting focus to larger populations like pulmonary fibrosis makes sense for growth but competition will be fierce.
