Most material SEC filings — October 30, 2026

Acumen announced that sabirnetug (ACU193) failed to meet the primary endpoint in the Phase 2 ALTITUDE-AD trial (542 patients, 18-month follow-up) for early Alzheimer's disease; the drug showed no meaningful cognitive/functional benefit versus placebo at either 35 mg/kg or 50 mg/kg doses, and key secondary endpoints (CDR-SB) also missed significance. The company is ceasing sabirnetug development, implementing cash conservation measures, and exploring strategic alternatives; the drug showed acceptable tolerability with ~10% ARIA-E incidence.

On 1 October 2026, Regeneron and Sanofi amended their license-collaboration agreement to add four new licensed products: REGN20423 (IL-13 antibody), REGN23149 (IL-4Rα antibody), REGN23262 (IL-4 antibody), and REGN35937/REGN36405 (IL-13/IL-4 bi-specific molecules). Sanofi pays Regeneron $1B upfront immediately and up to $7B in milestone payments ($1B at first patient dosed in registrational trial, $1.5B at first approval, $1.5B at $[*] net sales threshold, $1B at second approval, $1B each at two higher sales thresholds). Development costs 50/50 co-funded effective immediately; profit split 50/50 in rest-of-world; Regeneron leads development globally, Sanofi leads commercialization in ROW; Regeneron has co-promotion rights in specified countries. Manufacturing technology transfer costs split 50/50.

nVent reported Q3 2026 net sales of $1.5B (44% organic growth) with adjusted EPS of $1.52 (up 67%). The company raised full-year 2026 guidance to 48–49% reported sales growth (38–39% organic) and adjusted EPS to $5.36–$5.39, up from prior guidance of 37–39% and $5.00–$5.10. The Maverick Power acquisition closed October 1, 2026, expanding data center capabilities. Free cash flow was $268M (Q3), up 6% YoY.

Hess Midstream LP reported Q3 2026 net income of $179.1 million ($0.77 per Class A share, after noncontrolling interests) versus $175.5 million ($0.75/share) in Q3 2025. Adjusted EBITDA was $319.9 million; Adjusted Free Cash Flow was $247.9 million. The company increased its quarterly distribution to $0.7985 per Class A share (up $0.0097 from Q2 2026), tracking its 5% annualized growth target. Throughput volumes declined 4–10% YoY due to lower production. The company expects a transaction announced October 6, 2026 (acquiring DJ Basin assets) to close by year-end, projected to approximately triple crude gathering throughput and significantly grow gas gathering, diversifying from its current Williston Basin focus into a multi-basin independent midstream operator.

Q3 2026 revenues grew 36% to $5.1B; Dupixent (recorded by Sanofi) grew 35% to $6.5B, EYLEA HD grew 62% to $699M, Libtayo grew 51% to $550M. Regeneron expanded its Sanofi antibody collaboration: received $1.0B upfront payment (to be recognized as Q4 2026 collaboration revenue) plus up to $7.0B in future development, regulatory, and sales milestones, with equal profit-sharing on commercialized products. FDA approved Pasatru (garetosmab) for FOP in August 2026. Non-GAAP EPS jumped 70% to $20.07.

Thomas J. McInerney, President and CEO since 2012, will retire effective December 31, 2026 after 14 years leading Genworth. Jerome Upton, current CFO (in role since March 2023) and 28-year company veteran, will become President and CEO effective January 1, 2027; Angela Simmons, CFO of Genworth's Closed Block since 2020, will become EVP and CFO. No financial terms, severance amounts, or equity packages disclosed.