Idorsia said on Nov. 4 daridorexant (brand Quviviq) received FDA Breakthrough Therapy designation for treating insomnia disorder in children aged 10 to under 18. There is currently no FDA‑approved drug therapy for pediatric insomnia. Daridorexant was approved in China last year for adult insomnia. Simcere Pharmaceutical (02096.HK) holds exclusive Greater China development and commercialization rights.

Arm (ARM.O) reported FY2026 Q2 revenue $1.44bn, up 27% YoY and above consensus $1.38bn; adjusted EPS $0.52 vs $0.47 expected. Q3 revenue guidance about $1.54bn, roughly in line with the $1.53bn consensus. Data-center demand tied to AI offsets smartphone weakness. Arm said it is shifting from an architecture licensor toward a chipmaker; its in‑house CPUs could contribute up to $2.0bn of revenue across FY2027–28. CEO Haas said confidence in hitting that target has risen but supply capacity currently constrains growth. Q2 licensing revenue rose 50% YoY to $773m; royalties rose 8% to $670m. Shares traded volatile after the print—initially up more than 4% in after‑hours, later down about 3.8%.

日本財務省警告不要通過新發債務爲防務擴張融資。