StreetAccount

IQVIA Holdings (IQV) Full SA coverage

Description Website Edgar Filings Sector: Healthcare Industry: Healthcare Services & Facilities Market Cap (USD): 45.33 B

Earnings Profile

Last Earnings Call Transcript
Q3 2026 - 27-Oct-26

Next Earnings ReleasePreview Pending
11-Feb-27 Pre-Mkt (Unconfirmed)

Earnings Central

FactSet Consensus	Current Q4 (Dec)	Next Q1 (Mar)	Current Year	Next Year
EPS	$3.58	$3.16	$12.96	$14.16
Revenue	$4.53B	$4.45B	$17.48B	$18.55B

Portfolios Manage

IQV does not appear in any portfolios.

Today's Move

Themes

Price ($)	% Chg	% 30 Day ADV	Options: Impl Move
268.50	+0.4%		7.8%

Avg Tgt: $314.47	24 est.

AI Driven Enterprise Leaders

CROs-0.7%

Dollar strength winners - Macro

	Ticker	Fullname	Price Change
Communication Services
	GOOG	Alphabet	1.1
	NFLX	Netflix	0.1
	META	Meta Platforms	(0.6)
	VZ	Verizon Communications	(1.7)
	TMUS	T-Mobile US	(1.9)
Consumer Discretionary
	TSLA	Tesla	1.1
	DASH	DoorDash	1.0
	AMZN	Amazon.com	0.5
	EBAY	eBay	0.0
	EXPE	Expedia Group	0.0
Consumer Staples
	PG	Procter & Gamble	0.1
	TGT	Target	0.0
	CVS	CVS Health	0.0
	WMT	Walmart	(0.1)
	PEP	PepsiCo	(0.5)
Energy
	BKR	Baker Hughes	(0.9)
	SLB	Schlumberger	(1.0)
	XOM	Exxonmobil Holdings	(1.1)
	CVX	Chevron	(1.2)
	HAL	Halliburton	(1.2)
Financials
	XYZ	Block, Inc.	1.0
	JPM	JPMorgan Chase	0.8
	NDAQ	Nasdaq	0.4
	V	Visa	0.1
	MA	MasterCard	(0.0)
Healthcare
	IQV	IQVIA Holdings	0.4
	UNH	UnitedHealth Group	0.1
	MDT	Medtronic	(0.1)
	JNJ	Johnson & Johnson	(0.3)
	GEHC	GE HealthCare Technologies	(0.3)
Industrials
	JCI	Johnson Controls International	0.8
	ROK	Rockwell Automation	0.6
	AXON	Axon Enterprise	0.5
	LDOS	Leidos Holdings	(0.1)
	LMT	Lockheed Martin	(0.3)
IT
	PANW	Palo Alto Networks	1.8
	NOW	ServiceNow	0.5
	MSFT	Microsoft	0.4
	CRM	Salesforce	(0.0)
	ADBE	Adobe	(0.4)
Materials
	AVY	Avery Dennison	1.5
	ECL	Ecolab	1.4
	LIN	Linde Plc	0.0
	IFF	International Flavors & Fragrances	(0.4)
	DOW	Dow, Inc.	(0.6)
Real Estate
	EQIX	Equinix	1.0
	IRM	Iron Mountain	0.3
	DLR	Digital Realty Trust	0.2
	CBRE	CBRE Group	0.1
	CSGP	CoStar Group	0.0
Utilities
	ETR	Entergy	0.0
	AES	AES Corp.	0.0
	PCG	PG&E	0.0
	EXC	Exelon	(0.1)
	DUK	Duke Energy	(0.1)

Ticker	Fullname	Price Change
ICLR	ICON plc	3.2
CRL	Charles River Laboratories	1.0
IQV	IQVIA Holdings	0.4
FTRE	Fortrea Holdings	(0.3)
MEDP	Medpace Holdings	(0.5)

Ticker	Fullname	Price Change
PANW	Palo Alto Networks	1.8
FTNT	Fortinet	1.0
IQV	IQVIA Holdings	0.4
EIX	Edison International	0.4
DD	DuPont de Nemours	0.3
MRK	Merck	0.1
BBY	Best Buy Co.	0.1
INCY	Incyte	0.0
SRE	Sempra	0.0
PODD	Insulet	0.0
ERIE	Erie Indemnity	(0.0)
EXC	Exelon	(0.1)
CMS	CMS Energy Corp	(0.1)
REGN	Regeneron	(0.1)
DUK	Duke Energy	(0.1)
CAH	Cardinal Health	(0.2)
TSCO	Tractor Supply	(0.2)
JNJ	Johnson & Johnson	(0.3)
ZBH	Zimmer Biomet Holdings	(0.3)
FE	FirstEnergy	(0.4)
EQT	EQT Corp.	(0.6)
XOM	Exxonmobil Holdings	(1.1)
MPC	Marathon Petroleum	(1.2)
VLO	Valero Energy	(1.8)
PSX	Phillips 66	(2.1)

Upcoming Events

Start Date	End Date	Event
01-Dec-26 09:00		IQVIA Holdings Investor Day Visit Site
during 2026		Regulatory approval of lenvatinib mesylate for advanced renal cell carcinoma (JP) Lenvima

Company News Date Range: 100 Days

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Records Returned: 56
Related Company News

27-Oct-2026 17:18	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to little changed overall on Tuesday. Decliners outnumbered the advancers on the XLV. Healthcare (0.04%) vs S&P 500 +0.60%. Major health groups ended widely split for the session, between the XBI +2.90% and Services ~(2%) on the average. Biopharma stocks broadly higher; payers and providers broadly lower. MedTech group was inline overall with the tape, though Diagnostics fared well and Devices dragged. MRNA +4.6%, which caught a bid despite early pressure for the first downgrade post-ESMO, and UHS (4.5%) bracketed the XLV. Earnings calendar returned to play a role today, and Hospitals were the big outlier after HCA (3.3%) management offered up preliminary thoughts on 2027 on this morning's earnings call. Uninsured charges of $400M hit during Q3 and are expected to remain a headwind looking forward. CNC +1.0% following today's Q3 print, a beat-and-raise with MLR 20bps better than consensus, and outlier among MCOs today. MOH (2.6%) lead the rest of the payers into the red. Moderna hit with first downgrade since the ESMO data leak, presentation, and ongoing debate over the valuation with stock +605% YTD. William Blair to the sidelines awaiting next tumor readouts. Yesterday, Healthcare equities finished mixed to essentially flat overall. After a busy weekend of ESMO presentations, even the higher profile biopharma stocks were little changed on Monday. Most major health groups ended with modest gains for the session. One small subgroup of outperformance, the providers traded higher early only on the back of SGRY +47%, acquired by HealthSpan Partners for transaction value around $5.7B. Macro Another day of outperformance for the AI trade. More positive recent sentiment has been attributed to removal of some high-profile funding overhangs and renewed focus on the strong compute/capex demand narrative (expected to be a feature of this week's hyperscaler earnings). Also some support from today's AI-related earnings reporters and positive takes on ORCL announcements. Nothing really new in terms of the high-profile themes out of the latest flurry of earnings (AI infrastructure/data center/non-res demand, pricing power, input price pressures, pricing/cost-savings/productivity offsets, resilient but bifurcated consumer, solid freight backdrop, limited spillover from higher rates). Some help from lower oil amid hopes for ongoing diplomacy, though no real incremental development and still concerns about a near-term return to kinetic activity. Latest consumer confidence report also supportive, featuring improved labor-market perceptions. Big event tomorrow is the October FOMC meeting, expected to leave rates on hold and offer little guidance for December. Notable Gainers +22.2% KNSA (Kiniksa Pharmaceuticals): earnings +20.5% PRME (Prime Medicine): on 2X average volume; best performer on XBI +13.5% FTH (Faeth Therapeutics): presentations at ESMO +12.1% QURE (uniQure NV): on light volume +11.9% ABSI (Absci Corp.): on above average volume +10.5% IBRX (ImmunityBio): on light volume; shares were (5%) yesterday +10.1% TWST (Twist Bioscience): on light volume +8.6% CLYM (Climb Bio): on 3X average volume; shares were (14%) yesterday +7.6% GRAL (GRAIL, Inc.): on heavy volume +7.5% WVE (Wave Life Sciences): earnings +7.4% TEM (Tempus AI): on light volume +6.9% TXG (10X Genomics): on light volume +6.0% VERA (Vera Therapeutics): on light volume +5.8% IOVA (Iovance Biotherapeutics): on light volume +5.3% ELVN (Enliven Therapeutics): on 2X average volume +4.6% MRNA (Moderna): best performer on XLV; on average volume; despite downgrade at William Blair +4.4% TRAX (First Tracks Biotherapeutics Inc): on light volume; in sympathy to ARGX +4.3% VCYT (Veracyte): on above average volume +3.1% ILMN (Illumina): on light volume; second-best on XLV Notable Decliners -30.7% ARTV (Artiva Biotherapeutics): grade 5 neurotoxicity, discontinues AlloNK, RIF, strategic alternatives; downgrades -9.0% EYE (National Vision Holdings): on heavy volume -4.8% SPRY (ARS Pharmaceuticals): worst performer on XBI -4.6% ACHC (Acadia Healthcare): sympathy to HCA -4.5% UHS (Universal Health Services): sympathy to HCA; worst performer on XLV -3.4% ZTS (Zoetis): on light volume -3.3% SOLV (Solventum Corp.): on heavy volume -3.3% HCA (HCA Healthcare): earnings; preliminary comments on 2027 -3.1% ZLAB (ZAI Lab): on heavy volume -2.9% ARDT (Ardent Health): sympathy to HCA -2.6% MOH (Molina Healthcare): sympathy to CNC -2.6% THC (Tenet Healthcare): sympathy to HCA -2.4% RGEN (Repligen Corp.): earnings Post-close news Corporate: COO announces that CEO Al White is stepping down effective immediately. The search for a permanent CEO is underway. Company also announced several concurrent Board changes, and reaffirmed FY26 guidance as provided on 9-Sep-2026. Shares trading +0.2% in the after-hours Earnings: ICLR reports Q3 adj EPS $2.66 vs FactSet $2.62 on revenue $2.02B vs FS $2.01B, and adj EBITDA $336.9M vs FS $332.5M. Narrows FY EPS outlook, midpoint unchanged, raises FY revenue outlook by $150M at the midpoint. Conf. call tomorrow at 8:00ET Shares trading +6.5% in the after-hours ENSG reports Q3 $2.03 ex-items vs FactSet $1.97 on revenue $1.48B vs FS $1.51B, adj EBITDA $190.7M vs FS $186.2M. Raises FY26 EPS guidance by 18c at the midpoints, and revenue by $10M at the midpoints. Conf. call tomorrow at 13:00ET Shares trading +5.2% in the after-hours UHS reports Q3 EPS $5.22 including items vs FactSet $5.19, on revenue $4.73B vs FS $4.71B, and adj EBITDA $640.4M vs StreetAccount $634.0M. Conf. call tomorrow at 8:00ET Shares trading (4.9%) in the after-hours CHE reports Q3 EPS $6.75 ex-items vs FactSet $6.44 on revenue $690.9M vs FS $685.0M, adj EBITDA $133.8M vs FS $130.9M. Now expects FY EPS 'at or slightly above the high-end of prior range'. Conf. call tomorrow at 10:00ET Shares trading (1.3%) in the after-hours Hospitals sharply lower following preliminary view on 2027 from HCA Trading update with XLV (0.14%): UHS (5.4%), HCA (4.6%), THC (3.3%), ARDT (3.3%) Stocks took a steep drop just minutes into the HCA prepared remarks, when CEO Sam Hazen offered his preliminary view on 2027, full guidance will be given in January. HCA expects earnings to be 'generally consistent' with 2026 -- FactSet consensus for 2027 EPS implies +8.8% growth next year - before growth returns to performance more inline with LT targets. HCA initially higher on Q3 beat, improved FY outlook; call upcoming HCA reports Q3 adj EBITDA $3.92B vs FactSet $3.73B on revenue $19.85B vs FS $19.33B. Q3 admissions metrics well ahead of consensus. For FY guidance now expects results will be in the upper half of its prior guide (mid-July). Quick Take: Results were better than feared, with most anticipating an SDP-driven beat, but underlying business performance also seen as improving, with strong volume growth, disciplined cost management, and a favorable demand backdrop cited as key contributors. However, surgical volumes remain a soft spot, with lower case volumes attributed primarily to ACA coverage losses and softer elective demand. Conf. call at 10:00ET Centene higher on solid Q3 print; 2027 uncertainty remains CNC reports Q3 EPS $0.58 ex-items vs FactSet $0.10 on revenue $50.65B vs FS $47.12B. MLR 20bp better than StreetAccount consensus, 92.7% vs 92.9%. Raises FY EPS guide to greater than $5.20 vs prior greater than $4.80. FY MLR guide down 15bps at the midpoints. Quick Take: Results are viewed as solid, though uncertainty around 2027 policy remains a concern, with raised guidance still implying Q4 EPS below consensus. Q3 upside is primarily attributed to strong topline growth and cost controls, alongside Medicare outperformance. Key questions for the call include Q3 Medicaid rate and cost trends, the Jan. 1, 2027 rate outlook, acuity shifts, Marketplace trajectory, Part D performance drivers, and 2027 growth and margin expectations. IQVIA Holdings higher on Q3 beat-and-raise IQV reports Q3 EPS $3.34 ex-items vs FactSet $3.26 on revenue $4.43B vs FS $4.37B, adj EBITDA $1.03B vs FS $1.01B. Book to bill ratio 1.2x vs StreetAccount 1.17x. Raises bottom-end of FY EPS guidance by $0.10, midpoint by $0.05. Eli Lilly trades higher following court ruling against Novo LLY Reuters reported on Monday that court ruled for Eli Lilly in suit brought by Novo (NVO) over obesity drug ads. Novo filed suit in July arguing that Lilly ads were false and materially misleading. Novartis higher on Q3 beat, with topline mixed NOVN.SW (NVS) reports Q3 core EPS $2.46 vs consensus $2.29 on revenue $14.52B vs FactSet $14.45B. Raised FY guidance for core operating income, with growth LSD vs prior decline LSD. Quick take: Beat driven primarily by operational efficiency gains rather than top-line outperformance; strength in Cosentyx, Ilaris, and Zolgensma offsetting weakness in Pluvicto and Scemblix. Analysts also flagged that the company raised its FY26 core operating profit guidance implying approx 2-3% upside to consensus, supported by notably lower SG&A and R&D costs. Additionally, analysts point out that key pipeline catalysts remain on track, including remibrutinib HS Phase 3 readout expected before year-end and Leqvio ORION-4 now expected in Q4. Repligen lower on Q3 beat-and-raise RGEN reports Q3 EPS $0.53 ex-items vs FactSet $0.46 on revenue $209.3M vs FS $206.7M. Raises low-end of FY EPS outlook by $0.02, midpoint by $0.01. Raises FY revenue outlook by $24M at the midpoints, narrows organic growth outlook to +12-13% vs prior +10.5-13.5%. RadNet higher following acquisition of ONRAD RDNT announced the acquisition of ONRAD Inc in a cash and stock deal. Acquisition expected to add $190-200M in revenue, $60-65M adj EBITDA, in the its first full year. Radnet will pay $350M in cash plus 5M shares, and earnout up to $210M. Aclaris Therapeutics lower on proof-of-concept, secondary offering ACRS announced primary analysis results from the phase 1b POC trials of ATI-052 in atopic dermatitis and asthma. Both trials demonstrated strong proof-of-concept with rapid and broad responses. Company prioritize phase 2B development in Eosinophilic Esophagitis (EoE) - with additional indications disclosed near-term. Company also announced $50M secondary offering, priced. Notable research in Healthcare today Biotech: MRNA downgraded to market perform from outperform at William Blair (Myles Minter) ARTV downgraded to hold from buy at TD Cowen (Tyler Van Buren). Follows clinical discontinuation and announced strategic alternatives. ARTV downgraded to hold from buy at Needham (Gil Blum). Follows discontinuation of AlloNK. ARTV downgraded to neutral from outperform at Wedbush Securities (Martin Fan), target cut to $4 from $40 or approx. 2% downside. (FactSet average PT $36; range $23-41) ARTV maintained overweight at Cantor Fitzgerald (Josh Schimmer), removes price target. Firm is not giving up on rest of the CAR-T field. DNTH initiated buy at Roth Capital (Adam Walsh), target is $113 or approx. 42% upside. PYPD initiated outperform at Oppenheimer (Les Sulewski), target is $10 or approx. 89% upside. MedTech: ABT downgraded to hold from buy at Argus Research. DRIO initiated buy at BTIG (David Larsen), target is $6 or approx. 76% upside. HYPR initiated buy at Lucid Capital Markets (Alex Nowak), target is $2 or approx. 178% upside. On Deck: Conference (cont.): ESGCT Congress 2026 (Oct 27-30) Corporate CHRS interim trial results with tagmokitug in solid tumors (16:30ET) on Thu 29-Oct: XFOR Investor Day (10:00ET); EVAX trial results (10:30ET) Earnings tomorrow: before GSK (call at 8:00ET), BSX (call at 8:00ET), BIIB (call at 8:30ET), GEHC (call at 8:30ET), LH (call at 9:00ET), AVTR (call at 8:00ET), BLCO (call at 8:00ET) after EHC (call Thu at 10:00ET), ALGN (call at 16:30ET), GKOS (call at 16:30ET) Earnings on Thu 29-Oct: before LLY (call at 10:00ET), MRK (call at 9:00ET), BMY (call at 8:00ET), ALNY (call at 8:30ET), WST (call at 8:00ET), INCY (call at 8:00ET), THC (call at 10:00ET), INSM (call at 8:00ET), BAX (call at 8:30ET), LGND (call at 8:30ET), INDV after GILD (call at 16:30ET), SYK (call at 16:30ET), ILMN (call at 16:30ET), RMD (call at 16:30ET), DXCM (call at 16:30ET), EXEL (call at 17:00ET), DVA (call at 17:00ET), MMSI (call at 16:30ET) Earnings on Fri 30-Oct: before ABBV (call at 9:00ET), AZN (call at 10:30ET), SNY (call at 8:30ET), REGN (call at 8:30ET), BTSG (call at 8:30ET) Syndicate calendar / potential IPO pricing on Thu 29-Oct (post-market): +ASPE Aspen Neuroscience - S-1/A - stem-cell therapies for Parkinson's +BBTX Bambusa Therapeutics - S-1A - bispecific mAbs for I&I diseases (BNTX, Adimab) StreetAccount Healthcare Reads CDC's deputy director to leave Trump administration after brief stint (27-Oct) WaPo Healthcare Stocks Become Anti-AI Bet as Investors Turn Defensive (27-Oct) Bloomberg Pennsylvania Dutch country, tired of waiting for biopharma, builds drug company of its own (27-Oct) STAT News Artiva discontinues cell therapy after two patient deaths, cuts workforce by 94% (27-Oct) Reuters Moderna CEO on what's next after success in cancer vaccine (26-Oct) STAT News Obesity drug developer Corxel to go public via SPAC deal (26-Oct) Reuters The Cost of Healthcare Is Hitting America Where It Hurts: The Wallet (26-Oct) KFF Health News ADA Admits Mistakes and Issues a Partial Apology (24-Oct) ConscienHealth This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABBV, ABSI, ABT, ACHC, ACRS, ALGN, ALNY, ARDT, ARTV, AVTR, AZN, BAX, BIIB, BLCO, BMY, BNTX, BSX, BTSG, CHE, CHRS, CLYM, CNC, COO, DNTH, DRIO, DVA, DXCM, EHC, ELVN, ENSG, EVAX, EXEL, EYE, FTH, GEHC, GILD, GKOS, GRAL, GSK, HCA, HYPR, IBRX, ICLR, ILMN, INCY, INDV, INSM, IOVA, IQV, KNSA, LGND, LH, LLY, MMSI, MOH, MRK, MRNA, NOVN.SW, NVO, PRME, PYPD, QURE, RDNT, REGN, RGEN, RMD, SNY, SOLV, SPRY, SYK, TEM, THC, TRAX, TWST, TXG, UHS, VCYT, VERA, WST, WVE, XFOR, ZLAB, ZTS, +ASPE, +BBTX...(more)	show story hide story
27-Oct-2026 11:02	IQV Transcript Intelligence: IQVIA Holdings Q3 Earnings Guidance ($274.48 +$0.88) Guidance Summary (Call Time: 27-Oct-26 09:00 ET): Financial IQVIA raised full-year 2026 revenue guidance to $17.350B-$17.500B, representing 6.4%-7.3% y/y growth. Full-year 2026 revenue guidance assumes ~250 bps of acquisition contribution from acquisitions completed to date and acquisitions IQVIA expects to complete by year-end. Full-year 2026 revenue guidance assumes an ~20-basis-point foreign-exchange tailwind, unchanged from previous guidance, and implies an ~70-basis-point foreign-exchange headwind to Q4 2026 revenue. IQVIA raised full-year 2026 adjusted EBITDA guidance to $4.025B-$4.055B, representing 6.3%-7.0% y/y growth, and reaffirmed approximately flat y/y adjusted EBITDA margin at ~23.2%. IQVIA raised full-year 2026 adjusted diluted EPS guidance to $12.90-$13.00, up 8.2%-9.1% versus the prior year. Q4 2026 net interest expense is expected to be around $210M. Q4 2026 depreciation and amortization is expected to be just over $160M. Q4 2026 weighted average diluted share count is expected to be ~169M shares. Full-year 2026 guidance assumes foreign-currency rates as of October 2026 continue for the balance of the year. The ~$210M of Q4 net interest expense is a good starting point for 2027 modeling, subject to refinancings, swaps, and publicly available forward curves. Operating & Commercial No other changes are expected in Q4 2026 seasonality for R&D Solutions bookings. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 10/27/2026 11:01:38 AM - Transcript Intelligence: IQVIA Holdings Q3 Earnings Themes 10/27/2026 11:01:38 AM - Transcript Intelligence: IQVIA Holdings Q3 Earnings Q&A 10/27/2026 07:11:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q3 Earnings 10/27/2026 07:08:40 AM - IQVIA Holdings reports Q3 EPS $3.34 ex-items vs FactSet $3.26 [17 est, $3.22-3.29] Reference Link: Transcript	show story hide story
27-Oct-2026 11:01	IQV Transcript Intelligence: IQVIA Holdings Q3 Earnings Themes ($274.92 +$1.32) Themes Summary (Call Time: 27-Oct-26 09:00 ET): Market & Business Dynamics: Demand improved across both clinical and commercial businesses, with faster organic growth supported by stronger biotech funding, higher trial starts, healthy RFP activity, and a favorable launch environment. Clinical outsourcing demand remains intact despite earlier concerns about insourcing and a shift away from full service, and IQVIA is seeing broad-based strength in both full-service and FSP work. Commercial demand is benefiting from shorter client decision timelines and launch-related activity, while the business remains inherently more short-cycle and seasonally volatile than R&D. Reported margins continue to be affected by mix, especially higher pass-through revenue tied to full-service work, even as underlying operating performance improved more meaningfully. Strategic Positioning: IQVIA is positioning AI as a core operating advantage rather than a standalone tool, combining proprietary data, life-sciences domain expertise, and workflow integration to deepen its role in client operations. AI is increasingly helping win business and expand client relationships in both clinical and commercial offerings, with adoption moving from point solutions toward broader embedded use across customer workflows. The company believes the recent large-pharma partnership reset strengthened its competitive position, with major CROs gaining share in strategic relationships and IQVIA emerging with broader scope inside those accounts. IQVIA is expanding its capabilities to engage emerging biopharma earlier in the development cycle, including regulatory, discovery, and early-phase work, to capture more of a faster-growing customer segment. The backlog cleanup was presented as a transparency measure on long-inactive trials rather than a change in contracting discipline or a sign of weaker current demand. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 10/27/2026 07:11:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q3 Earnings 10/27/2026 07:08:40 AM - IQVIA Holdings reports Q3 EPS $3.34 ex-items vs FactSet $3.26 [17 est, $3.22-3.29] Reference Link: Transcript	show story hide story
27-Oct-2026 11:01	IQV Transcript Intelligence: IQVIA Holdings Q3 Earnings Q&A ($274.92 +$1.32) Q&A Summary (Call Time: 27-Oct-26 09:00 ET): AI is being positioned as a structural differentiator because effective deployment in life sciences requires proprietary compliant data, deep domain context, and workflow interpretation capabilities, which the company believes are making it more embedded in client workflows rather than relying on generic AI tools alone. Underlying margin performance was stronger than reported results suggest: pass-through mix created about a 70 bps gross-margin headwind, currency added about a 10 bps margin headwind, and these were more than offset by roughly 80 bps of operational improvement from cost containment, AI, and productivity efforts. Bookings strength in R&DS was described as broad-based rather than timing-driven, with strong foodservice demand, improving large-pharma win rates tied to strategic partnerships, strong EBP bookings, and no expected change to normal Q4 seasonality. The backlog adjustment removed long-inactive trials, generally those inactive for more than 18 months where customer discussions gave no reason to expect near-term restart; if such work resumes later, it would be added back to backlog rather than treated as a new booking. Commercial Solutions demand indicators remain strong even though backlog is not the main metric there: pipelines are at record levels, win rates are improving, decision timelines are shortening, and management tied the outlook to stronger product-approval activity that typically precedes launches. Management argued the CRO market is emerging from a multi-year period of uncertainty and re-procurement with the company in a stronger large-pharma position, while EBP funding has rebounded sharply and remains a faster-growth opportunity that the company is pursuing with expanded earlier-stage capabilities. AI monetization is expected to differ by segment: in Commercial it is framed as incremental revenue through added services, subscriptions, or licenses, while in R&D it is being used more as a differentiator that can improve timelines and productivity, with internal deployment also expected to support margin expansion over time. For below-the-line modeling, the Q4 interest-expense run rate discussed on the call was described as a reasonable starting point for 2027, with no other notable below-the-line items called out beyond using public forward curves for projections. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 10/27/2026 07:11:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q3 Earnings 10/27/2026 07:08:40 AM - IQVIA Holdings reports Q3 EPS $3.34 ex-items vs FactSet $3.26 [17 est, $3.22-3.29] Reference Link: Transcript	show story hide story
27-Oct-2026 10:00	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (93 total) 52-Week Highs: 51 total ACU (Acme United $66.20, +2.60) +4.1%; 52-week +68.2% AII (American Integrity Insurance Group $29.00, -0.50) -1.7%; 52-week +20.2% AMBK (American Bank $25.20, +0.20) +0.9%; 52-week +59.7% AMN (AMN Healthcare Services $48.00, -1.00) -2.0%; 52-week +126.8% AMRX (Amneal Pharmaceuticals $21.30, +0.20) +1.1%; 52-week +101.5% AVBC (Avidia Bancorp, Inc. $23.00, -0.10) -0.2%; 52-week +55.2% AVPT (AvePoint $16.70, -0.10) -0.7%; 52-week +12.3% BKH (Black Hills $80.30, +0.10) +0.2%; 52-week +21.4% BOTJ (Bank of the James Financial Group $30.00, -0.00) +0.1%; 52-week +88.8% BTE (Baytex Energy $5.50, -0.00) -0.6%; 52-week +129.9% BUUU (BUUU Group Ltd. $6.10, -0.30) -4.2%; 52-week +653.1% CBFV (CB Financial Services $39.70, +0.50) +1.3%; 52-week +18.0% CBNK (Capital Bancorp $41.80, +0.10) +0.3%; 52-week +40.7% CHMG (Chemung Financial $85.30, -0.10) -0.1%; 52-week +60.7% CON (Concentra Group $40.30, +0.10) +0.2%; 52-week +92.6% CRL (Charles River Laboratories $358.60, +1.40) +0.4%; 52-week +82.0% EVAC (EQV Ventures Acquisition Corp. II $10.40, -0.00) +0.1%; 52-week +3.2% FIGS (FIGS, Inc. $20.20, -0.60) -2.9%; 52-week +145.8% GFR (Greenfire Resources $6.90, -0.10) -0.8%; 52-week +83.9% HALO (Halozyme Therapeutics $127.80, -0.20) -0.2%; 52-week +93.2% IQV (IQVIA Holdings $280.20, +6.60) +2.4%; 52-week +27.1% JACS (Jackson Acquisition Co. II $10.80, -0.00) +0.2%; 52-week +3.8% JAKK (JAKKS Pacific $31.80, -0.20) -0.7%; 52-week +64.4% KFRC (Kforce $58.10, -0.40) -0.6%; 52-week +108.7% KGEI (Kolibri Global Energy $7.30, -0.00) +0.5%; 52-week +59.2% KNSA (Kiniksa Pharmaceuticals $85.30, +12.30) +16.9%; 52-week +119.2% LNG (Cheniere Energy $302.40, +1.80) +0.6%; 52-week +37.7% LQDT (Liquidity Services $45.00, -0.50) -1.0%; 52-week +81.1% MORN (Morningstar $221.80, -3.50) -1.6%; 52-week +1.0% NDAQ (Nasdaq $104.60, -0.10) -0.1%; 52-week +18.3% NWE (NorthWestern Energy Group $78.60, +0.10) +0.2%; 52-week +26.1% NWFL (Norwood Financial $35.50, +0.60) +1.8%; 52-week +33.0% OPRT (Oportun Financial $9.30, -0.10) -0.6%; 52-week +63.4% ORRF (Orrstown Financial Services $44.30, -0.40) -0.8%; 52-week +27.9% OYSE (Oyster Enterprises II Acquisition Corp. $10.40, -0.00) 0.0%; 52-week +3.8% PD (PagerDuty $17.60, -0.30) -1.5%; 52-week +8.6% PDLB (Ponce Financial Group $21.30, +0.10) +0.3%; 52-week +45.8% QLYS (Qualys $224.20, -1.00) -0.4%; 52-week +75.1% QUMS (Quantumsphere Acquisition Corp. $10.40, -0.00) 0.0%; 52-week +4.3% R (Ryder System $279.20, -2.90) -1.0%; 52-week +73.1% RBRK (Rubrik $136.90, +3.50) +2.6%; 52-week +77.8% RCBC (River City Bank (Sacramento California) $58.00, +1.30) +2.2%; 52-week +44.4% RDWR (Radware $33.00, +0.70) +2.1%; 52-week +24.4% RRC (Range Resources Corp. $54.00, +0.40) +0.7%; 52-week +43.4% SXC (SunCoke Energy $10.80, +1.00) +10.4%; 52-week +36.1% TALO (Talos Energy $18.60, -0.00) +0.1%; 52-week +90.3% TENB (Tenable Holdings $47.90, -0.30) -0.6%; 52-week +58.1% VEON (VEON $85.60, +1.10) +1.3%; 52-week +69.4% WCCB (West Coast Community Bancorp $63.80, +1.30) +2.0%; 52-week +53.8% WSBK (Winchester Bancorp, Inc. $13.50, +0.10) +0.7%; 52-week +41.9% XOM (Exxonmobil Holdings $183.30, -1.30) -0.7%; 52-week +58.8% 52-Week Lows: 42 total ACIU (AC Immune $2.10, -0.20) -9.5%; 52-week -35.7% ARDX (Ardelyx $3.00, -0.00) 0.0%; 52-week -40.5% BBOT (BridgeBio Oncology Therapeutics $2.60, -0.00) -0.8%; 52-week -76.1% BHF (Brighthouse Financial $44.80, -0.00) 0.0%; 52-week -3.9% BILI (Bilibili $13.10, -0.20) -1.8%; 52-week -55.5% CMPX (Compass Therapeutics $0.80, -0.00) +0.7%; 52-week -81.0% CTMX (CytomX Therapeutics $2.20, -0.00) -2.0%; 52-week -33.1% DEFT (DeFi Technologies $0.40, -0.00) +1.0%; 52-week -80.6% DVLT (Datavault AI $0.10, -0.10) -44.4%; 52-week -97.8% ECX (ECARX Holdings $0.80, -0.00) -0.9%; 52-week -65.3% EEFT (Euronet Worldwide $60.20, -3.70) -5.8%; 52-week -26.8% FLG (Flagstar Bank NA $10.10, -0.10) -1.0%; 52-week -16.4% FVRR (Fiverr International $8.20, -0.10) -1.7%; 52-week -64.4% GBX (Greenbrier Cos. $37.00, -1.30) -3.5%; 52-week -19.5% GFUZ (General Fusion Group Ltd. $6.00, +0.20) +3.1%; 52-week -41.9% GPGI (GPGI $10.70, -0.00) -0.2%; 52-week -48.2% HDB (HDFC Bank $21.60, -0.10) -0.5%; 52-week -41.3% IEP (Icahn Enterprises $5.70, -0.10) -1.4%; 52-week -30.9% IQ (Iqiyi, Inc. $0.80, -0.00) -3.2%; 52-week -61.1% KEP (Korea Electric Power $10.40, -0.10) -0.8%; 52-week -31.6% KYTX (Kyverna Therapeutics $5.20, -0.00) -0.5%; 52-week -29.5% LAB (Standard BioTools $0.60, -0.00) +1.4%; 52-week -57.1% LMNR (Limoneira $10.60, -0.10) -0.6%; 52-week -29.7% MOMO (Hello Group $4.40, -0.00) -0.6%; 52-week -35.8% NIO (NIO Inc $3.20, -0.00) -0.8%; 52-week -53.1% NMRK (Newmark Group $11.30, -0.00) -0.4%; 52-week -42.0% ORGO (Organogenesis Holdings $0.90, -0.00) -1.6%; 52-week -78.4% PALI (Palisade Bio $1.20, -0.00) -3.7%; 52-week -31.9% PRQR (ProQR Therapeutics $1.20, -0.00) -2.0%; 52-week -58.2% SBGI (Sinclair $12.10, +0.10) +0.7%; 52-week -10.5% SMID (Smith-Midland $21.10, -0.10) -0.5%; 52-week -47.3% SSP (E.W. Scripps $2.00, -0.00) -2.4%; 52-week -14.0% TOYO (TOYO Co. $3.80, -0.00) -0.5%; 52-week -46.5% UP (Wheels Up Experience $3.00, -0.10) -2.3%; 52-week -90.6% UPB (Upstream Bio $2.70, -0.00) -1.3%; 52-week -87.6% VKTX (Viking Therapeutics $24.30, +0.10) +0.5%; 52-week -29.3% WB (Weibo Corporation $6.20, -0.00) -0.1%; 52-week -45.5% WHR (Whirlpool Corp. $25.80, -0.60) -2.4%; 52-week -65.0% WTF (Waton Financial $2.10, -0.20) -8.7%; 52-week -58.1% XPEV (XPeng, Inc. $9.10, -0.00) -0.3%; 52-week -58.0% XYL (Xylem $98.30, -10.00) -9.2%; 52-week -33.7% ZENA (ZenaTech $0.90, -0.00) -1.1%; 52-week -82.1% # highs/lows by sector (93 in total) Commercial Services - 5 highs, 1 lows Communications - 1 highs, 0 lows Consumer Durables - 1 highs, 3 lows Consumer Non-Durables - 1 highs, 0 lows Consumer Services - 0 highs, 2 lows Distribution Services - 1 highs, 0 lows Electronic Technology - 1 highs, 2 lows Energy Minerals - 6 highs, 1 lows Finance - 19 highs, 6 lows Health Services - 1 highs, 0 lows Health Technology - 4 highs, 12 lows Industrial Services - 1 highs, 0 lows Non-Energy Minerals - 1 highs, 1 lows Process Industries - 0 highs, 1 lows Producer Manufacturing - 0 highs, 4 lows Retail Trade - 1 highs, 0 lows Technology Services - 5 highs, 7 lows Transportation - 1 highs, 1 lows Utilities - 2 highs, 1 lows Related: ACIU, ACU, AII, AMBK, AMN, AMRX, ARDX, AVBC, AVPT, BBOT, BHF, BILI, BKH, BOTJ, BTE, BUUU, CBFV, CBNK, CHMG, CMPX, CON, CRL, CTMX, DEFT, DVLT, ECX, EEFT, EVAC, FIGS, FLG, FVRR, GBX, GFR, GFUZ, GPGI, HALO, HDB, IEP, IQ, IQV, JACS, JAKK, KEP, KFRC, KGEI, KNSA, KYTX, LAB, LMNR, LNG, LQDT, MOMO, MORN, NDAQ, NIO, NMRK, NWE, NWFL, OPRT, ORGO, ORRF, OYSE, PALI, PD, PDLB, PRQR, QLYS, QUMS, R, RBRK, RCBC, RDWR, RRC, SBGI, SMID, SSP, SXC, TALO, TENB, TOYO, UP, UPB, VEON, VKTX, WB, WCCB, WHR, WSBK, WTF, XOM, XPEV, XYL, ZENA...(more)	show story hide story
27-Oct-2026 09:17	StreetAccount Summary - US Pre-market trading update S&P futures +28.3 to 7742.75, +0.37% vs settlement. 10-year yield +1 bps to 4.99%. Dec WTI ($0.77) or (0.76%) to $100.99. Trading Higher: *Market cap >$10B* +11.4% SOFI (SoFi Technologies $16.10, +1.64) -- earnings In sympathy: UPST +3.7%, AFRM +2.7% +10.0% INIO (INNIO NV $18.29, +1.66) -- earnings +9.9% CLS (Celestica $271.01, +24.36) -- earnings In sympathy: FLEX +3.9%, BELFB +3.8% +5.4% JCI (Johnson Controls $155.44, +7.94) -- earnings +5.3% RCL (Royal Caribbean Group $295.55, +14.95) -- earnings In sympathy: NCLH +3.0%, CCL +2.4% +5.1% SPGI (S&P Global $473.68, +23.03) -- earnings, confirms strategic review for Capital IQ and associated data businesses +4.1% NBIS (Nebius Group $159.50, +6.23) +4.0% CRWV (CoreWeave $57.38, +2.19) +3.9% STRL (Sterling Infrastructure $374.89, +14.17) +3.8% CRDO (Credo Technology $156.93, +5.78) +3.7% BE (Bloom Energy $211.54, +7.62) +3.5% COHR (Coherent $229.30, +7.80) +3.5% SITM (SiTime $480.90, +16.20) +3.4% GM (General Motors $78.90, +2.59) -- announces transfer of common stock listing to Nasdaq Global Markets from NYSE +3.4% SMTC (Semtech $141.34, +4.61) +3.3% AVGO (Broadcom $339.93, +10.76) -- $63B transaction with Bank of America, Blackstone, Citi and Morgan Stanley; DA Davidson upgrade +3.0% ALAB (Astera Labs $267.32, +7.81) +2.9% LITE (Lumentum Holdings $842.08, +23.98) +2.8% MELI (MercadoLibre $1,716.09, +47.37) -- Citi upgrade +2.7% FN (Fabrinet $334.00, +8.76) +2.7% DOCN (DigitalOcean Holdings $102.20, +2.67) +2.6% NVT (nVent Electric $132.49, +3.31) -- expands engineered buildings manufacturing capacity with new U.S. production facility +2.5% HCA (HCA Healthcare $477.00, +11.74) -- earnings +2.2% MTSI (MACOM Technology $249.06, +5.48) -- Raymond James upgrade +2.2% VRT (Vertiv Holdings $204.12, +4.34) -- completes acquisition of Utility Innovation Group +1.9% INTC (Intel $92.23, +1.76) -- confirms acquisition of Classiq *Market cap $1B-$10B* +16.5% KNSA (Kiniksa Pharmaceuticals $85.00, +12.02) -- earnings +7.8% HRI (Herc Holdings $137.00, +9.87) -- earnings +5.8% THRM (Gentherm $30.24, +1.65) +5.4% MRP (Millrose Properties $25.20, +1.29) -- earnings +4.9% EROC (ERock, Inc. $8.86, +0.41) +4.7% PNR (Pentair $57.80, +2.58) -- earnings +4.6% ARLO (Arlo Technologies $12.95, +0.57) -- new $100M stock repurchase program +4.6% TMC (TMC the metals co. $2.50, +0.11) +4.4% PICS (PicPay $9.17, +0.39) +4.3% UCTT (Ultra Clean Holdings $48.70, +1.99) +4.2% CIFR (Cipher Mining $8.03, +0.32) +4.1% AMKR (Amkor Technology $38.30, +1.49) -- earnings +3.9% GLXY (Galaxy Digital, Inc. $16.30, +0.62) -- earnings +3.8% ECG (Everus Construction Group $101.95, +3.77) +3.8% XE (X-Energy $11.10, +0.41) +3.7% VICR (Vicor $202.00, +7.23) +3.7% KEEL (Keel Infrastructure $2.26, +0.08) +3.5% WULF (TeraWulf $12.40, +0.42) +3.5% FPS (Forgent Power Solutions $26.00, +0.88) -- Clear Street initiates buy +3.5% XP (XP, Inc. $16.26, +0.55) +3.5% APLD (Applied Digital $18.45, +0.62) *Market cap <$1B* +48.2% BRAI (Braiin Ltd $3.14, +1.02) -- bounce +23.0% MFIC (MidCap Financial Investment $10.28, +1.92) -- Ares Capital (ARCC) confirms agreement to acquire MidCap Financial Investment Corp for ~$10.88/sh in cash and stock +14.3% JBLU (JetBlue Airways $2.71, +0.34) -- earnings In sympathy: UAL +2.1%, DAL +1.9% +10.0% IMSR (Terrestrial Energy, Inc. $3.23, +0.29) -- $25M share repurchase program +9.3% NAKA (Nakamoto Inc. $7.36, +0.63) +8.8% BRUN (Boost Run $8.14, +0.66) -- update on backlog and projects +8.1% AIAI (AIAI Holdings $2.04, +0.15) -- complete strategic transaction with M42 to establish war tech consortium +7.2% WVE (Wave Life Sciences $3.44, +0.23) -- earnings +6.6% LPTH (LightPath Technologies $7.92, +0.49) -- secures order for over 50,000 optical assemblies for drones from defense customer +6.3% SXC (SunCoke Energy $10.43, +0.62) -- earnings +6.2% AZUL (Azul $4.30, +0.25) -- American Airlines discloses 7.9% stake +6.0% NANO (Forge Nano Holdings, Inc. $5.30, +0.30) +5.3% GRRR (Gorilla Technology Group $8.90, +0.45) +5.3% CSHR (CoinShares Plc $3.99, +0.20) -- $40M share repurchase program Trading Lower: *Market cap >$10B* -10.3% WSO (Watsco $273.78, -31.55) -- earnings -7.2% XYL (Xylem $100.50, -7.74) -- earnings -6.6% HSBC (HSBC Holdings $85.23, -5.98) -- earnings -4.9% SHW (Sherwin-Williams $318.58, -16.58) -- earnings -4.1% BRO (Brown & Brown $68.19, -2.89) -- earnings -3.9% HLT (Hilton Worldwide Holdings $338.18, -13.71) -- earnings In sympathy: MAR -2.4%, WH -1.9% -3.4% HUBS (HubSpot $255.10, -8.89) -- UBS downgrade -3.1% ONON (On Holding $32.15, -1.02) -- Chinese companies cut ties with Kylian Mbappe -3.0% MRNA (Moderna $192.96, -5.89) -- William Blair downgrade -2.8% IQV (IQVIA Holdings $266.07, -7.53) -- earnings -2.3% PCAR (PACCAR $102.00, -2.37) -- earnings -1.7% PYPL (PayPal $54.06, -0.93) -- earnings -1.7% WELL (Welltower $236.44, -4.17) -- earnings -1.7% BA (Boeing $185.04, -3.27) -- earnings -1.5% KO (Coca-Cola $91.33, -1.37) -- earnings -1.4% UPS (United Parcel Service $98.94, -1.38) -- earnings -1.4% ADBE (Adobe $254.96, -3.66) *Market cap $1B-$10B* -14.5% INOD (Innodata $51.21, -8.70) -- reportedly laid off employees in India and Philippines on Monday -- India Today (earlier) -7.3% WHR (Whirlpool Corp. $24.51, -1.94) -- earnings -7.1% CVLT (CommVault Systems $155.90, -11.83) -- earnings -6.6% EEFT (Euronet Worldwide $59.75, -4.20) -- earnings -5.7% NE (Noble Corp. $45.08, -2.73) -- earnings -4.7% EPRT (Essential Properties Realty Trust $25.90, -1.27) -- proposed exchangeable senior notes offering -4.3% AWI (Armstrong World Industries $157.66, -7.16) -- earnings -4.1% RPD (Rapid7 $17.20, -0.73) *Market cap <$1B* -37.6% DVLT (Datavault AI $0.08, -0.05) -- to restate financials -31.8% ARTV (Artiva Biotherapeutics $4.20, -1.96) -- discontinues development of AlloNK, announces ~94% workforce reduction and review of strategic alternatives -14.5% MEGL (Magic Empire Global $0.61, -0.10) -7.1% XLAB (Exascale Labs Holdings Inc. $3.15, -0.24) -4.1% NAUT (Nautilus Biotechnology $2.34, -0.10) -- earnings -3.0% OVID (Ovid Therapeutics $2.09, -0.06) -2.9% OSPN (OneSpan $20.00, -0.60) -- Rosenblatt Securities downgrade Click here to view our Gainers & Decliners page Related: ADBE, AFRM, AIAI, ALAB, AMKR, APLD, ARLO, ARTV, AVGO, AWI, AZUL, BA, BE, BELFB, BRAI, BRO, BRUN, CCL, CIFR, CLS, COHR, CRDO, CRWV, CSHR, CUK, CVLT, DAL, DOCN, DVLT, ECG, EEFT, EPRT, EROC, FLEX, FN, FPS, GLXY, GM, GRRR, HCA, HLT, HRI, HSBC, HUBS, IMSR, INIO, INOD, INTC, IQV, JBLU, JCI, KEEL, KNSA, KO, LITE, LPTH, MAR, MEGL, MELI, MFIC, MRNA, MRP, MTSI, NAKA, NANO, NAUT, NBIS, NCLH, NE, NVT, ONON, OSPN, OVID, P, PCAR, PICS, PNR, PYPL, RCL, RPD, SHW, SITM, SMTC, SOFI, SPGI, STRL, SXC, THRM, TMC, UAL, UCTT, UPS, UPST, VICR, VRT, WELL, WH, WHR, WSO, WULF, WVE, XE, XLAB, XP, XYL...(more)	show story hide story
27-Oct-2026 08:31	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Earnings calendar picks up again today with a handful of large-cap reports from across the sector. HCA leading gainers with a Q3 beat providing incremental confidence in FY guide. Shares of HCA +2% in the pre-market. Novartis slightly higher on Q3 beat-and-raise. ADRs +1% in the pre-market. Centene Q3 beat-and-raise, with MLR 20bps better than consensus. Shares of CNC flat ahead of the call. IQV with Q3 beat and mild raise. Book-to-bill ahead of consensus. Shares of IQV flat in the pre-market. Moderna hit with first downgrade since the ESMO data leak, presentation, and ongoing debate over the valuation with stock +574% YTD. William Blair to the sidelines awaiting next tumor readouts. Yesterday, Healthcare equities finished mixed to essentially flat overall. After a busy weekend of ESMO presentations, even the higher profile biopharma stocks were little changed on Monday. Most major health groups ended with modest gains for the session. One small subgroup of outperformance, the providers traded higher early only on the back of SGRY +47%, acquired by HealthSpan Partners for transaction value around $5.7B. Macro S&P futures are up +0.3% on Tuesday morning. No big directional drivers in play ahead of next round of hyperscaler earnings, FOMC and next week's midterm elections. AI continues to get the bulk of the attention, particularly in terms of capital intensity. However, removal of some near-term funding overhangs, renewed focus on positive compute/capex demand fundamental narrative and recent wave of hedge fund de-risking seemed to help sentiment on Monday. Rates and energy the key areas of focus outside of AI. Fed widely expected to leave rates unchanged at this week's meeting, though December tightening expectations remain elevated. Oil helped on Monday by no kinetic escalation over the weekend and diplomacy headlines, though expectations for a resumption of hostilities remain elevated. Pre-market trading update Trading higher +18.2% KNSA earnings +6.3% WVE earnings +1.0% HCA earnings; call at 10ET +1.0% NVS earnings; call at 8ET +0.4% GH on 17K shares +0.0% IQV earnings; call at 9ET Trading lower -31.3% ARTV grade 5 neurotoxicity, discontinues AlloNK, RIF, strategic alternatives -7.7% ACRS trial results in atopic dermatitis; call at 8ET -5.3% ZLAB on 17K shares -3.1% MRNA downgraded at Wm Blair -2.9% GILD on 4K shares -0.7% RGEN earnings; call at 8ET (low volume) -0.3% CNC earnings; call at 830ET Pharma Earnings: NOVN.SW (NVS) reports Q3 core EPS $2.46 vs consensus $2.29 on revenue $14.52B vs FactSet $14.45B. Raised FY guidance for core operating income, with growth LSD vs prior decline LSD. Conf. call at 8:00ET Quick take: Beat driven primarily by operational efficiency gains rather than top-line outperformance; strength in Cosentyx, Ilaris, and Zolgensma offsetting weakness in Pluvicto and Scemblix. Analysts also flagged that the company raised its FY26 core operating profit guidance implying approx 2-3% upside to consensus, supported by notably lower SG&A and R&D costs. Additionally, analysts point out that key pipeline catalysts remain on track, including remibrutinib HS Phase 3 readout expected before year-end and Leqvio ORION-4 now expected in Q4. Litigation: LLY Reuters reported on Monday that court ruled for Eli Lilly in suit brought by Novo (NVO) over obesity drug ads. Novo filed suit in July arguing that Lilly ads were false and materially misleading. Biotech Trial results: ACRS announced primary analysis results from the phase 1b POC trials of ATI-052 in atopic dermatitis and asthma. Both trials demonstrated strong proof-of-concept with rapid and broad responses. Company prioritize phase 2B development in Eosinophilic Esophagitis (EoE) - with additional indications disclosed near-term. Company also announced $50M secondary offering, priced. Conf. call at 8:00ET Research: MRNA downgraded to market perform from outperform at William Blair (Myles Minter) DNTH initiated buy at Roth Capital (Adam Walsh), target is $113 or approx. 42% upside. PYPD initiated outperform at Oppenheimer (Les Sulewski), target is $10 or approx. 89% upside. Life Science & MedTech Earnings: IQV reports Q3 EPS $3.34 ex-items vs FactSet $3.26 on revenue $4.43B vs FS $4.37B, adj EBITDA $1.03B vs FS $1.01B. Book to bill ratio 1.2x vs StreetAccount 1.17x. Raises bottom-end of FY EPS guidance by $0.10, midpoint by $0.05. Conf. call at 9:00ET RGEN reports Q3 EPS $0.53 ex-items vs FactSet $0.46 on revenue $209.3M vs FS $206.7M. Raises low-end of FY EPS outlook by $0.02, midpoint by $0.01. Raises FY revenue outlook by $24M at the midpoints, narrows organic growth outlook to +12-13% vs prior +10.5-13.5%. Conf. call at 8:00ET Research: ABT downgraded to hold from buy at Argus Research. DRIO initiated buy at BTIG (David Larsen), target is $6 or approx. 76% upside. HYPR initiated buy at Lucid Capital Markets (Alex Nowak), target is $2 or approx. 178% upside. Services & Hospitals Earnings: HCA reports Q3 adj EBITDA $3.92B vs FactSet $3.73B on revenue $19.85B vs FS $19.33B. Q3 admissions metrics well ahead of consensus. For FY guidance now expects results will be in the upper half of its prior guide (mid-July). Conf. call at 10:00ET M&A: RDNT announced the acquisition of ONRAD Inc in a cash and stock deal. Acquisition expected to add $190-200M in revenue, $60-65M adj EBITDA, in the its first full year. Radnet will pay $350M in cash plus 5M shares, and earnout up to $210M. Conf. call at 8:00ET Managed Care Earnings: CNC reports Q3 EPS $0.58 ex-items vs FactSet $0.10 on revenue $50.65B vs FS $47.12B. MLR 20bp better than StreetAccount consensus, 92.7% vs 92.9%. Raises FY EPS guide to greater than $5.20 vs prior greater than $4.80. FY MLR guide down 15bps at the midpoints. Quick Take: Results are viewed as solid, though uncertainty around 2027 policy remains a concern, with raised guidance still implying Q4 EPS below consensus. Q3 upside is primarily attributed to strong topline growth and cost controls, alongside Medicare outperformance. Key questions for the call include Q3 Medicaid rate and cost trends, the Jan. 1, 2027 rate outlook, acuity shifts, Marketplace trajectory, Part D performance drivers, and 2027 growth and margin expectations. Conf. call at 8:30ET On Deck: Conference ESGCT Congress 2026 (Oct 27-30) Corporate LBRX R&D Day (14:00ET) on Wed 28-Oct: CHRS interim trial results with tagmokitug in solid tumors (16:30ET) Earnings after the close today ICLR (call Wed at 8:00ET), UHS (call Wed at 8:00ET), CHE (call at 10:00ET) Earnings tomorrow Wed 28-Oct: before GSK (call at 8:00ET), BSX (call at 8:00ET), BIIB (call at 8:30ET), GEHC (call at 8:30ET), LH (call at 9:00ET), AVTR (call at 8:00ET), BLCO (call at 8:00ET) after EHC (call Thu at 10:00ET), ALGN (call at 16:30ET), GKOS (call at 16:30ET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABT, ACRS, ALGN, ARTV, AVTR, BIIB, BLCO, BSX, CHE, CHRS, CNC, DNTH, DRIO, EHC, GEHC, GH, GILD, GKOS, GSK, HCA, HYPR, ICLR, IQV, KNSA, LBRX, LH, LLY, MRNA, NOVN.SW, NVO, NVS, PYPD, RDNT, RGEN, UHS, WVE, ZLAB...(more)	show story hide story
27-Oct-2026 08:14	StreetAccount Summary - US Pre-market trading S&P futures +21.3 to 7735.75, +0.28% vs settlement. 10-year yield (1) bps to 4.97%. Dec WTI ($0.67) or (0.66%) to $101.09. Trading Higher: *Market cap >$10B* +12.0% CLS (Celestica $276.20, +29.55) -- earnings In sympathy: FLEX +3.4%, PLXS +2.1% +11.5% INIO (INNIO NV $18.55, +1.92) -- earnings +10.4% SOFI (SoFi Technologies $15.96, +1.50) -- earnings +6.0% RCL (Royal Caribbean Group $297.37, +16.77) -- earnings In sympathy: NCLH +3.3%, CCL +2.6% +4.3% CRDO (Credo Technology $157.63, +6.48) +4.2% JCI (Johnson Controls International $153.70, +6.20) -- earnings +4.0% SPGI (S&P Global $468.48, +17.83) -- earnings +3.4% IQV (IQVIA Holdings $283.00, +9.40) -- earnings +3.1% CRWV (CoreWeave $56.92, +1.73) +3.1% NBIS (Nebius Group $157.96, +4.69) +3.1% SITM (SiTime $478.98, +14.28) +2.9% BE (Bloom Energy $209.79, +5.87) +2.9% GM (General Motors $78.50, +2.19) -- announces transfer of common stock listing to Nasdaq Global Markets from NYSE +2.7% STRL (Sterling Infrastructure $370.35, +9.63) +2.6% MELI (MercadoLibre $1,712.93, +44.21) -- Citi upgrade +2.5% LITE (Lumentum Holdings $838.63, +20.53) +2.5% AVGO (Broadcom $337.48, +8.31) -- $63B transaction with Bank of America, Blackstone, Citi and Morgan Stanley +2.5% COHR (Coherent $227.01, +5.51) +2.4% FN (Fabrinet $333.06, +7.82) +2.3% SMTC (Semtech $139.86, +3.13) +2.3% ALAB (Astera Labs $265.45, +5.94) +2.3% MU (Micron Technology $924.25, +20.55) +2.2% AFRM (Affirm Holdings $71.05, +1.56) +2.2% BMRN (Biomarin Pharmaceutical $56.99, +1.24) +2.2% RPRX (Royalty Pharma $66.19, +1.43) +2.1% CVNA (Carvana $57.80, +1.19) +2.0% P (Everpure $134.00, +2.67) +2.0% CCJ (Cameco $80.65, +1.58) +2.0% VRT (Vertiv Holdings $203.75, +3.97) -- completes acquisition of Utility Innovation Group +2.0% SMCI (Super Micro Computer $33.33, +0.64) +1.9% HCA (HCA Healthcare $474.00, +8.74) -- earnings +1.9% ANET (Arista Networks $180.53, +3.29) +1.8% ALB (Albemarle $95.14, +1.72) +1.8% CIEN (Ciena $342.00, +6.07) +1.7% WMG (Warner Music Group $30.80, +0.51) +1.7% TJX (TJX Cos. $146.10, +2.40) +1.6% MTSI (MACOM Technology $247.51, +3.93) -- Raymond James upgrade +1.6% STX (Seagate Technology $654.50, +10.29) +1.6% SNDK (Sandisk $1,275.50, +19.92) +1.6% CDNS (Cadence Design Systems $327.27, +5.10) -- earnings +1.6% NVT (nVent Electric $131.22, +2.04) +1.6% AMD (Advanced Micro Devices $539.68, +8.40) +1.5% DOCN (DigitalOcean Holdings $101.05, +1.52) +1.5% TER (Teradyne $313.63, +4.63) +1.5% CMCSA (Comcast $22.39, +0.34) +1.5% GEV (GE Vernova $867.51, +12.89) +1.5% GS (Goldman Sachs $906.48, +13.20) +1.5% ILMN (Illumina $275.00, +3.96) +1.5% DELL (Dell Technologies $474.21, +7.12) +1.5% IONQ (IonQ, Inc. $31.22, +0.46) -- awarded $7.5M follow-on funding from AFRL +1.4% CAT (Caterpillar $701.85, +9.72) +1.4% HPE (Hewlett Packard Enterprise $59.56, +0.84) +1.4% AMAT (Applied Materials $393.00, +5.41) +1.4% AMRZ (Amrize $39.78, +0.54) +1.4% ORCL (Oracle $127.81, +1.75) +1.3% VST (Vistra $143.52, +1.79) +1.3% MKSI (MKS Inc $205.01, +2.73) +1.3% INTC (Intel $91.68, +1.21) -- confirms acquisition of Classiq +1.3% FSLR (First Solar $170.37, +2.22) +1.3% XP (XP, Inc. $15.91, +0.21) +1.3% TECK (Teck Resources $61.04, +0.78) +1.3% CBRS (Cerebras Systems $109.76, +1.39) +1.3% HOOD (Robinhood Markets $94.02, +1.18) +1.3% AMT (American Tower $190.74, +2.46) -- earnings +1.2% LRCX (Lam Research $240.46, +2.96) +1.2% CRS (Carpenter Technology $293.00, +3.52) +1.2% UPS (United Parcel Service $101.50, +1.18) -- earnings +1.1% SPCX (SpaceX $148.45, +1.55) -- BofA adds to US 1 List +1.0% CMS (CMS Energy Corp $70.28, +0.69) -- earnings +0.8% BA (Boeing $189.83, +1.52) -- earnings +0.7% CNP (CenterPoint Energy $41.49, +0.29) -- earnings +0.7% FCX (Freeport-McMoRan $65.60, +0.44) -- earnings +0.4% PCAR (PACCAR $104.75, +0.38) -- earnings +0.2% KO (Coca-Cola $92.91, +0.21) -- earnings *Market cap $1B-$10B* +15.1% KNSA (Kiniksa Pharmaceuticals $84.00, +11.02) -- earnings +7.0% HRI (Herc Holdings $136.02, +8.89) -- earnings +6.1% GENB (Generate Biomedicines $13.10, +0.75) +5.7% ARLO (Arlo Technologies $13.08, +0.70) -- new $100M stock repurchase program +4.9% GLXY (Galaxy Digital, Inc. $16.45, +0.77) -- earnings +4.6% ICHR (Ichor Holdings $39.82, +1.76) +3.9% AFYA (Afya Ltd. $11.06, +0.42) +3.8% UPST (Upstart Holdings $23.87, +0.87) +3.5% VIAV (Viavi Solutions $33.00, +1.12) +3.5% ORKA (Oruka Therapeutics $93.50, +3.17) +3.3% TMC (TMC the metals co. $2.47, +0.08) +3.2% AMKR (Amkor Technology $38.00, +1.19) -- earnings +3.2% BELFA (Bel Fuse $171.80, +5.29) +3.1% FPS (Forgent Power Solutions $25.90, +0.78) -- Clear Street initiates buy +3.1% ORIC (Oric Pharmaceuticals $9.23, +0.28) +3.0% SEI (Solaris Energy Infrastructure $64.10, +1.88) +2.9% TTMI (TTM Technologies $88.00, +2.50) +2.8% UCTT (Ultra Clean Holdings $48.00, +1.29) +2.8% KEEL (Keel Infrastructure $2.24, +0.06) +2.8% APLD (Applied Digital $18.33, +0.50) +2.8% ALM (Almonty Industries $9.46, +0.26) +2.7% VICR (Vicor $200.00, +5.23) +2.7% VOYG (Voyager Technologies $25.46, +0.68) +2.7% AEHR (Aehr Test Systems $58.13, +1.53) +2.7% FRMI (Fermi $2.61, +0.07) +2.7% ZGN (Ermenegildo Zegna $13.77, +0.36) -- RBC Capital Markets initiates outperform +2.7% BELFB (Bel Fuse $215.01, +5.60) +2.6% SECZ (Securitize $7.79, +0.20) +2.6% AXTI (AXT Inc $57.75, +1.48) +2.6% EROC (ERock, Inc. $8.67, +0.22) +2.5% WOLF (Wolfspeed $23.96, +0.58) +2.4% AVEX (AEVEX Corp. $10.94, +0.26) +2.3% JOBY (Joby Aviation $4.80, +0.11) +2.3% INFQ (Infleqtion $8.83, +0.20) +2.3% WULF (TeraWulf $12.26, +0.28) +2.3% OUST (Ouster $30.39, +0.68) +2.3% LEU (Centrus Energy $100.69, +2.25) -- Texas Capital Securities initiates buy +2.2% CIFR (Cipher Mining $7.88, +0.17) +2.2% BTU (Peabody Energy $22.85, +0.49) +2.2% FORM (FormFactor $103.30, +2.19) +2.2% PICS (PicPay $8.97, +0.19) +2.1% PENG (Penguin Solutions $56.10, +1.18) +2.1% NVTS (Navitas Semiconductor $8.58, +0.18) +2.1% ONTO (Onto Innovation $207.89, +4.36) +2.1% UUUU (Energy Fuels $7.72, +0.16) -- EFA and NRFC conditionally approve commitment for up to $126M *Market cap <$1B* +47.6% BRAI (Braiin Ltd $3.13, +1.01) +23.1% MFIC (MidCap Financial Investment $10.29, +1.93) -- Ares Capital (ARCC) confirms agreement to acquire MidCap Financial Investment Corp for ~$10.88/sh in cash and stock +13.5% JBLU (JetBlue Airways $2.69, +0.32) -- earnings In sympathy: ALK +1.6%, AAL +1.6%, DAL +1.5%, UAL +1.5% +10.5% IMSR (Terrestrial Energy, Inc. $3.25, +0.31) -- $25M share repurchase program +9.8% SXC (SunCoke Energy $10.77, +0.96) -- earnings +7.9% VNDA (Vanda Pharmaceuticals $4.25, +0.31) -- results from study 3601 of NEREUS (tradipitant) for prevention of GLP-1-induced vomiting ( +7.5% WVE (Wave Life Sciences $3.45, +0.24) -- earnings +6.9% CSHR (CoinShares Plc $4.05, +0.26) -- $40M share repurchase program +6.4% ASPI (ASP Isotopes $2.15, +0.13) +6.4% PYPD (PolyPid $5.63, +0.34) -- Oppenheimer initiates outperform +6.2% NAKA (Nakamoto Inc. $7.15, +0.42) +6.0% BRUN (Boost Run $7.93, +0.45) -- update on backlog and projects +4.7% VLRS (Volaris Aviation $5.89, +0.27) -- earnings +4.4% BLMN (Bloomin' Brands $9.54, +0.40) +4.3% BKKT (Bakkt $5.00, +0.21) +3.7% GRRR (Gorilla Technology Group $8.76, +0.31) +3.5% NNE (NANO Nuclear Energy $12.27, +0.41) -- NANO Nuclear Energy and Hyundai Engineering sign MoU to advance Kronos MMR project +3.4% SHAZ (SharonAI Holdings $24.29, +0.79) +3.3% OSS (One Stop Systems $6.18, +0.20) +3.0% NVA (Nova Minerals Corp. $3.07, +0.09) +3.0% NANO (Forge Nano Holdings, Inc. $5.15, +0.15) +3.0% LPTH (LightPath Technologies $7.65, +0.22) +3.0% RXT (Rackspace Technology $2.79, +0.08) +2.9% OWLS (OBOOK Holdings, Inc. $2.10, +0.06) +2.9% WYFI (WhiteFiber, Inc. $9.80, +0.28) +2.8% UAMY (United States Antimony $2.93, +0.08) +2.7% BLZE (Backblaze $8.82, +0.23) +2.5% FCEL (FuelCell Energy $11.75, +0.29) +2.4% VUZI (Vuzix Corp. $2.10, +0.05) +2.4% SATL (Satellogic $3.80, +0.09) +2.4% LTBR (Lightbridge $5.07, +0.12) +2.4% MRAM (Everspin Technologies $13.10, +0.31) +2.3% NMFC (New Mountain Finance $6.76, +0.15) -- extends stock repurchase program to 31-Dec-27 Trading Lower: *Market cap >$10B* -8.2% XYL (Xylem $99.35, -8.89) -- earnings -8.0% WSO (Watsco $280.83, -24.50) -- earnings -4.9% HUBB (Hubbell $437.01, -22.39) -- earnings -4.5% HLT (Hilton Worldwide Holdings $336.15, -15.74) -- earnings In sympathy: WH -2.6%, MAR -2.3% -3.6% SHW (Sherwin-Williams $322.99, -12.17) -- earnings -3.2% ONON (On Holding $32.10, -1.07) -- Chinese companies cut ties with Kylian Mbappe -2.9% HUBS (HubSpot $256.36, -7.63) -- UBS downgrade -2.8% MRNA (Moderna $193.35, -5.50) -- William Blair downgrade -2.6% RBRK (Rubrik $129.89, -3.51) -2.3% ITW (Illinois Tool Works $269.98, -6.24) -- earnings -2.1% BRO (Brown & Brown $69.61, -1.47) -- earnings -1.9% PYPL (PayPal $53.94, -1.05) -- earnings -1.9% PFG (Principal Financial Group $108.00, -2.13) -- earnings -1.8% FTNT (Fortinet $180.04, -3.29) -1.6% INTU (Intuit $334.47, -5.43) -1.6% PINS (Pinterest $20.89, -0.34) -1.6% FICO (Fair Isaac $696.62, -11.45) -1.5% NOW (ServiceNow $155.81, -2.37) -1.5% IVZ (Invesco $28.09, -0.44) -- earnings -1.4% GLW (Corning $126.00, -1.74) -- earnings -1.4% ADBE (Adobe $255.05, -3.57) -1.4% NOC (Northrop Grumman $557.35, -8.06) -1.4% ZS (Zscaler $256.70, -3.75) -1.3% ECL (Ecolab $285.00, -3.89) -- earnings -0.4% PSA (Public Storage $305.75, -1.22) -- earnings -0.1% CNC (Centene $67.96, -0.07) -- earnings *Market cap $1B-$10B* -11.6% INOD (Innodata $52.96, -6.95) -10.1% CVLT (CommVault Systems $150.81, -16.92) -- earnings -8.5% DHT (DHT Holdings $22.50, -2.10) -5.7% AWI (Armstrong World Industries $155.50, -9.32) -- earnings -5.6% WHR (Whirlpool Corp. $24.98, -1.47) -- earnings -5.1% DOCS (Doximity $31.38, -1.70) -4.6% EEFT (Euronet Worldwide $61.00, -2.95) -- earnings -4.3% EPRT (Essential Properties Realty Trust $26.00, -1.17) -- proposed exchangeable senior notes offering -3.9% ATEC (Alphatec Holdings $10.47, -0.43) -2.8% NBR (Nabors Industries $80.00, -2.29) -1.9% CLBT (Cellebrite DI $12.00, -0.23) -1.9% LION (Lionsgate Studios Corp. $11.91, -0.23) -- Lionsgate and Steven Paul's SP Media announce launch of new joint venture -1.8% RIG (Transocean $6.41, -0.12) -1.7% FLO (Flowers Foods $6.04, -0.11) -1.6% EWTX (Edgewise Therapeutics $38.55, -0.62) -1.6% VFC (VF Corp $16.68, -0.27) -1.6% BOH (Bank of Hawaii $69.37, -1.16) -- Keefe, Bruyette & Woods downgrade -0.1% ARE (Alexandria Real Estate Equities $43.37, -0.03) -- earnings *Market cap <$1B* -39.2% DVLT (Datavault AI $0.08, -0.05) -- to restate financials -30.0% ARTV (Artiva Biotherapeutics $4.31, -1.85) -- discontinues development of AlloNK, announces ~94% workforce reduction and review of strategic alternatives -5.0% ACRS (Aclaris Therapeutics $3.60, -0.19) -- Phase 1B proof-of-concept results for anti-TSLP/IL-4Rα bispecific ATI-052 in AD and asthma -3.8% EOLS (Evolus $6.90, -0.27) -3.0% OSPN (OneSpan $19.98, -0.62) -- Rosenblatt Securities downgrade -2.8% ARI (Apollo Commercial Real Estate Finance $6.42, -0.19) -2.7% SMPL (Simply Good Foods $9.82, -0.27) -- earnings Click here to view our Gainers & Decliners page Related: AAL, ACRS, ADBE, AEHR, AFRM, AFYA, ALAB, ALB, ALK, ALM, AMAT, AMD, AMKR, AMRZ, AMT, ANET, APLD, ARE, ARI, ARLO, ARTV, ASPI, ATEC, AVEX, AVGO, AWI, AXTI, BA, BE, BELFA, BELFB, BKKT, BLMN, BLZE, BMRN, BOH, BRAI, BRO, BRUN, BTU, CAT, CBRS, CCJ, CCL, CDNS, CIEN, CIFR, CLBT, CLS, CMCSA, CMS, CNC, CNP, COHR, CRDO, CRS, CRWV, CSHR, CUK, CVLT, CVNA, DAL, DELL, DHT, DOCN, DOCS, DVLT, ECL, EEFT, EOLS, EPRT, EROC, EWTX, FCEL, FCX, FICO, FLEX, FLO, FN, FORM, FPS, FRMI, FSLR, FTNT, GENB, GEV, GLW, GLXY, GM, GRRR, GS, HCA, HLT, HOOD, HPE, HRI, HUBB, HUBS, ICHR, ILMN, IMSR, INFQ, INIO, INOD, INTC, INTU, IONQ, IQV, ITW, IVZ, JBLU, JCI, JOBY, KEEL, KNSA, KO, LEU, LION, LITE, LPTH, LRCX, LTBR, MAR, MELI, MFIC, MKSI, MP, MRAM, MRNA, MTSI, MU, NAKA, NANO, NBIS, NBR, NCLH, NERO, NMFC, NNE, NOC, NOW, NVA, NVT, NVTS, ONON, ONTO, ORCL, ORIC, ORKA, OSPN, OSS, OUST, OWLS, P, PCAR, PENG, PFG, PICS, PINS, PLXS, PSA, PYPD, PYPL, RBRK, RCL, RIG, RPRX, RXT, SATL, SECZ, SEI, SHAZ, SHW, SITM, SMCI, SMPL, SMTC, SNDK, SOFI, SPCX, SPGI, STRL, STX, SXC, TECK, TER, TJX, TMC, TTMI, UAL, UAMY, UCTT, UPS, UPST, UUUU, VFC, VIAV, VICR, VLRS, VNDA, VOYG, VRT, VST, VUZI, WH, WHR, WMG, WOLF, WSO, WULF, WVE, WYFI, XP, XYL, ZGN, ZS...(more)	show story hide story
27-Oct-2026 07:11	IQV StreetAccount Metrics Recap - IQVIA Holdings Q3 Earnings ($273.60) Key operating metrics: Revenue Commercial Solutions $1.79B vs StreetAccount $1.79B Research & Development Solutions $2.64B vs SA $2.58B and year-ago $2.26B Adjusted EBITDA margin 23.3% vs FactSet 23.2% and guidance 23.2% Research & Development Solutions Book to-bill 1.20 vs SA 1.17 Contracted backlog $32.60B vs SA $34.60B and $34.20B in Q2 Unclear if comparable, adjustment to backlog of ~$2.1B from detailed review of inactive trials See Related StreetAccount comments: 10/27/2026 7:08:40 AM - IQVIA Holdings reports Q3 EPS $3.34 ex-items vs FactSet $3.26 [17 est, $3.22-3.29] 10/22/2026 9:52:15 AM - StreetAccount Consensus Metrics Preview - IQVIA Holdings Q3 Earnings	show story hide story
27-Oct-2026 07:08	IQV IQVIA Holdings reports Q3 EPS $3.34 ex-items vs FactSet $3.26 [17 est, $3.22-3.29] ($273.60) Reports Q3: Revenue $4.43B vs FactSet $4.37B [16 est, $4.34-4.39B] Adjusted EBITDA $1.03B vs FactSet $1.01B [16 est, $997.7-1.05B] Q3 net new bookings were $3.2B, up 15% y/y, representing a book-to-bill ratio of 1.2x As of 30-Sep-26, R&DS contracted backlog was $32.6B As previously discussed, the company conducted a detailed review of inactive trials in its backlog estimates. This review resulted in an adjustment to backlog of ~$2.1B. The adjustment has no impact on historical financial results, 2026 guidance, book-to-bill, or next-twelve-month revenue from backlog estimates. The company expects ~$9.4B of this backlog to convert to revenue in the next twelve months, representing growth of 10% y/y. FY Guidance (Dec 2026): EPS $12.90-13.00 ex-items vs prior guidance $12.80-13.00 and FactSet $12.94 [20 est, $12.87-13.05] Revenue $17.35-17.50B vs prior guidance $17.28B-$17.48B and FactSet $17.41B [17 est, $17.37-17.47B] This revenue guidance now anticipates 250 bps of contribution from acquisitions, including acquisitions the company expects to complete by the end of the year, and ~20 bps of tailwind from foreign exchange. Adjusted EBITDA $4.025-4.055B vs prior guidance $4.00-4.05B and FactSet $4.03B [17 est, $4.00-4.08B] Reference Link: Press release	show story hide story
26-Oct-2026 16:59	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to essentially flat overall on Monday. Advancers equaled by decliners on the XLV after breadth swung both positive and negative on the session. Healthcare (0.01%) vs S&P 500 +0.70%. Most major health groups ended with modest gains for the session. Managed Care after an intraday reversal traded lower with Medicaid names pacing broad declines by as much as (3%). MCOs with HIX exposure also closed lower, following the proposed tightening of rules for enrollment. Small subgroup of outperformance, the providers traded higher early only on the back of SGRY +47%, acquired by HealthSpan Partners; Bain Capital to retain its ownership stake. Peers walked back early gains however, including THC +0.2%. Orthopedic medical device manufacturers remained soft on the session, though ZBH (1.1%) and SYK (0.3%) were no longer among today's top decliners on the XLV. CRL +3.5% and MRK (3.2%) bracketed the XLV. A very busy weekend of ESMO 2026 highlights, including standing ovations for AMGN's +1.2% Imdelltra in 1L SCLC, and the Moderna-Merck INTerpath study in melanoma. MRNA (0.6%), and MRK lower despite positive sac-TMT results in lung cancer. GMAB +2.0% also viewed as having a strong weekend with multiple readouts for peto and Rina-S, and walking away with the JPMorgan upgrade in response. M&A in the health services group with HealthSpan Partners acquiring Surgery Partners for transaction value around $5.7B. Bain Capital will continue to hold its stake. Macro AI trade had a solid day backed by positive sentiment around multiple headlines, including META $95B equity raise and SPCX $40B debt raise (helping support the elevated-capex narrative which received some scrutiny last week). Also attention on Anthropic's S-1 filing ahead of this month's planned IPO. Developments come ahead of a big week of hyperscaler earnings (GOOGL and MSFT post-close Wednesday, AMZN post-close Thursday) expected to highlight favorable monetization dynamics. Also focus this week on Wednesday's FOMC decision. Fed expected to hold rates steady; meeting unlikely to generate guidance to shift market expectations for a December hike. Likely some broad market help today from lower oil prices following weekend headlines about Mideast diplomatic efforts, though these have not yielded any fruit and a resumption of kinetic activity is still expected. Other factors in the narrative today included recent hedge-fund derisking (and setup for a potential momentum bounce), CTA short covering, ongoing French riots, post-election market slide in Brazil, and potential for relief rally following US midterms next week. Notable Gainers +47.6% SGRY (Surgery Partners): acquired by BSMH/Bain remains holder +15.9% XNCR (Xencor): trial results for XmAb819 in ccRCC; best performer on XBI +12.7% ORKA (Oruka Therapeutics): trial results in psoriasis +9.1% WGS (GeneDx Holdings): shares were (16%) on Friday +8.8% REPL (Replimune Group): on average volume +5.7% PRAX (Praxis Precision Medicines): on light volume +5.6% GRAL (GRAIL, Inc.): follow-through, shares were +13% last week +4.2% ERAS (Erasca): presentations at ESMO +3.8% TWST (Twist Bioscience): on light volume +3.4% CRL (Charles River Laboratories): best performer on XLV; shares were +13% last week Notable Decliners -32.0% ORIC (Oric Pharma.): presentations at ESMO; worst performer on XBI -26.9% AVBP (Arrivent Biopharma): trial results for ARR-217 at ESMO -13.5% CLYM (Climb Bio): presentations at Kidney Week; on heavy volume -6.3% SMMT (Summit Therapeutics): partner Akeso presented at ESMO -5.3% IDYA (IDEAYA Biosciences): presentations at ESMO -5.0% IBRX (ImmunityBio): on below average volume -3.2% MRK (Merck): trial results for INT at ESMO w MRNA; trial results for sac-TMT at ESMO w Kelun; worst performer on XLV -3.0% CNC (Centene): CMS proposed rule on exchanges; ahead of earnings tomorrow Surgery Partners Inc acquired in $5.7B deal SGRY acquired by HealthSpan Partners, an affiliate of Bon Secours Mercy Health, in an all-cash transaction valued at around $5.7B. Monday announcement confirmed a report by the FT on Sunday. Holder Bain Capital will roll over equity interest into the acquiring entity. Notable presentations for biopharma at ESMO AMGN presented landmark interim Phase 3 results showing that IMDELLTRA plus IMFINZI (AZN) as 1L treatment of ES-SCLC reduced the risk of death by 58% (HR 0.42). The phase 3 DeLLphi-305 study extended median OS by 8.4 months (21.1 vs 12.7). Data simultaneously published in NEJM. AVBP announced initial phase 1 results for ARR-217 at ESMO, a potential treatment for GI cancers. Drug has advanced into phase 1B dose optimization study with further data expected in 2027. GMAB announced updated follow-up analyses from a Phase 2 trial evaluating petosemtamab in mCRC. Also announced updated results from a Phase 2 trial evaluating peto in 1L HNSCC. Four phase 3 trials with peto are ongoing: in HNSCC and in CRC. Next up phase 3 results in 1L HNSCC later this year. Stock upgraded at JPMorgan. MRK and Kelun presented results of the Phase III OptiTROP-Lung06 study of sac-TMT (SKB264/MK-2870) at ESMO. Results were simultaneously published in NEJM. Median PFS 15.0 months vs control 5.7 months, and responses more durable (13.6 mos vs 6.8 mos). OS trending favorably but not yet mature. ORKA announced week 16 results from its EVERLAST-B Phase 2b trial of ORKA-001 (HALO) in in moderate-to-severe psoriasis. 61% PASI 100 and 86% PASI 90 in the ORKA-001 high-dose (600 mg) group, highly similar to EVERLAST-A. Company to meet with regulatory authorities about phase 3 plans. Obesity drug developer Corxel Pharma going public via SPAC, $300M PIPE Corxel Pharmaceuticals to go public with agreement to combine with Amanat Acquisition Corp (AMAN). New ticker symbol to be disclosed later. The transaction includes $300M in PIPE financing. Corxel is developing the phase 3 ready, oral GLP-1 candidate CX11, and a preclinical oral amylin agonist CX12, for obesity. Notable research in Healthcare today Biotech: AARD downgraded to perform from outperform at Oppenheimer (Leland Gershell), cites lack of visibility into ARD-101 path forward. CATX downgraded to sector perform from outperform at RBC Capital Markets (Leonid Timashev), follows results with GEP-NET. Target cut to $4 from $14 or approx. 148% upside. (FactSet average PT $12; range $5-18) GMAB.DC (GMAB) upgraded to overweight from neutral at JPMorgan (Zain Ebrahim), target increased to DKK3500 from DKK2050 or approx. 32% upside. (FactSet average PT DKK3156; range DKK2348-4003) ASND initiated hold at Canaccord Genuity (Gary Nachman), target is $268 or approx. 10% upside. DARE initiated buy at Ladenburg Thalmann (Jeffrey Cohen), target is $2 or approx. 208% upside. ETRA initiated buy at HC Wainwright (Raghuram Selvaraju), target is $30 or approx. 244% upside. PRE initiated buy at Maxim Group (Tom Forte), target is $41 or approx. 136% upside. TNXP initiated buy at Canaccord Genuity (Gary Nachman), target is $118 or approx. 248% upside. MedTech: A (Agilent) initiated buy at Deutsche Bank (Justin Bowers), target is $190 or approx. 10% upside. (FactSet average PT $184; range $155-200) Services: NUTX initiated buy at Ladenburg Thalmann (Jeffrey Cohen), target is $336 or approx. 60% upside. Post-close news M&A: RDNT announced the acquisition of ONRAD Inc in a cash and stock deal. Acquisition expected to add $190-200M in revenue, $60-65M adj EBITDA, in the its first full year. Radnet will pay $350M in cash plus 5M shares, and earnout up to $210M. Conf. call tomorrow at 8:00ET Shares of RDNT trading (1.8%) in the after-hours Litigation: LLY Court rules for Eli Lilly in Novo (NVO) suit over obesity drug ads - Reuters Novo Nordisk filed suit in July arguing that Eli Lilly ads were false and materially misleading. Research: DNTH initiated buy at Roth Capital, target is $113 or approx. 42% upside. On Deck: Conference ESGCT Congress 2026 (Oct 27-30) Corporate ZBIO R&D Day (8:00ET) ZYME portfolio update (8:30ET) LBRX R&D Day (14:00ET) on Wed 28-Oct: CHRS interim trial results with tagmokitug in solid tumors (16:30ET) Regulatory FDA PDUFA today for Sun Pharma (524715.IN) sBLA for ILUMYA in psoriatic arthritis Earnings tomorrow before NVS (call at 8:00ET), HCA (call at 10:00ET), IQV (call at 9:00ET), CNC (call at 8:30ET), RGEN (call at 8:00ET) after ICLR (call Wed at 8:00ET), UHS (call Wed at 8:00ET), CHE (call at 10:00ET) Earnings on Wed 28-Oct: before GSK, BSX, BIIB, GEHC, LH, AVTR, BLCO after EHC, ALGN, GKOS StreetAccount Healthcare Reads Moderna CEO on what's next after success in cancer vaccine (26-Oct) STAT News Obesity drug developer Corxel to go public via SPAC deal (26-Oct) Reuters The Cost of Healthcare Is Hitting America Where It Hurts: The Wallet (26-Oct) KFF Health News ADA Admits Mistakes and Issues a Partial Apology (24-Oct) ConscienHealth This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 524715.IN, A, AARD, ALGN, AMAN, AMGN, ASND, AVBP, AVTR, AZN, BIIB, BLCO, BSX, CATX, CHE, CHRS, CLYM, CNC, CRL, DARE, DNTH, EHC, ERAS, ETRA, GEHC, GKOS, GMAB, GMAB.DC, GRAL, GSK, HALO, HCA, IBRX, ICLR, IDYA, IQV, LBRX, LH, LLY, MRK, MRNA, NUTX, NVO, NVS, ORIC, ORKA, PRAX, PRE, RDNT, REPL, RGEN, SGRY, SMMT, TNXP, TWST, UHS, WGS, XNCR, ZBIO, ZYME...(more)	show story hide story
26-Oct-2026 08:39	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis A busy weekend of ESMO 2026 highlights, including standing ovations for Amgen's Imdelltra in 1L SCLC and the Moderna-Merck INTerpath study in melanoma. Stocks not reflecting the same sentiment early Monday. Shares of AMGN flat, shares of MRNA down another 8% in the pre-market; MRK flat despite sac-TMT results in lung cancer. Genmab also viewed as having a strong weekend with multiple readouts for petosemtamab and Rina-S, and walking away with the JPMorgan upgrade in response. ADRs for GMAB +3% in the pre-market. Macro S&P futures are up +0.4% on Monday morning, near pre-market highs. Busy near-term catalyst path with peak week of Q3 earnings, including three big hyperscalers (MSFT, GOOGL and AMZN), FOMC on Wednesday and midterm elections the following Tuesday. META equity raise the big story this morning following the latest ramp in AI capex and funding scrutiny last week. Hedge fund risk reduction a big theme in the sell-side research over the last few days. Also more discussion about how capital cost and availability have increasingly come to dominate AI debate. Monetization another area of focus going into this week's cloud revenue/backlog updates. On the macro front, Fed widely expected to leave policy unchanged this week, leaving the bulk of the scrutiny for the Warsh press conference. No kinetic escalation in the Middle East over the weekend seems to be hitting oil (along with some regional talks), though headlines continue to point to a near-term resumption of hostilities. While no meaningful spillover effects for US, a couple of international developments have received attention. French riots were better controlled this weekend and Moody's held France's credit rating steady, while Lula unexpectedly prevailed in Brazil's election (expected to drive selloff in Brazilian assets). Pre-market trading update: Trading higher +32.0% XNCR trial results for XmAb819 in ccRCC; call at 700ET +23.8% SGRY shares halted; FT reported Sunday that Bon Secours nears takeover +4.6% TNXP initiation +4.5% AVBP trial results for ARR-217 at ESMO; call at 800ET +4.4% IONS on 24K shares +2.6% GMAB trial results for petosemtamab at ESMO; upgraded at JPMorgan +0.9% ORKA trial results in psoriasis; call at 800ET +0.7% AMGN trial results for IMDELLTRA at ESMO Trading lower -8.1% MRNA presentation of intismeran at ESMO w MRK -2.9% BNTX trial results for pumitamig at ESMO w BMY -0.5% MRK trial results for INT at ESMO w MRNA; trial results for sac-TMT at ESMO w Kelun Pharma Trial results (ESMO) MRK and Kelun presented results of the Phase III OptiTROP-Lung06 study of sac-TMT (SKB264/MK-2870) at ESMO. Results were simultaneously published in NEJM. Median PFS 15.0 months vs control 5.7 months, and responses more durable (13.6 mos vs 6.8 mos). OS trending favorably but not yet mature. Biotech Trial results (ESMO) AMGN presented landmark interim Phase 3 results showing that IMDELLTRA plus IMFINZI (AZN) as 1L treatment of ES-SCLC reduced the risk of death by 58% (HR 0.42). The phase 3 DeLLphi-305 study extended median OS by 8.4 months (21.1 vs 12.7). Data simultaneously published in NEJM. AVBP announced initial phase 1 results for ARR-217 at ESMO, a potential treatment for GI cancers. Drug has advanced into phase 1B dose optimization study with further data expected in 2027. Conf. call at 8:00ET GMAB announced updated follow-up analyses from a Phase 2 trial evaluating petosemtamab in mCRC. Also announced updated results from a Phase 2 trial evaluating peto in 1L HNSCC. Four phase 3 trials with peto are ongoing: in HNSCC and in CRC. Next up phase 3 results in 1L HNSCC later this year. Stock upgraded at JPMorgan. ORKA announced week 16 results from its EVERLAST-B Phase 2b trial of ORKA-001 (HALO) in in moderate-to-severe psoriasis. 61% PASI 100 and 86% PASI 90 in the ORKA-001 high-dose (600 mg) group, highly similar to EVERLAST-A. Company to meet with regulatory authorities about phase 3 plans. Conf. call at 8:00ET Research: GMAB.DC (GMAB) upgraded to overweight from neutral at JPMorgan (Zain Ebrahim), target increased to DKK3500 from DKK2050 or approx. 32% upside. (FactSet average PT DKK3156; range DKK2348-4003) ASND initiated hold at Canaccord Genuity (Gary Nachman), target is $268 or approx. 10% upside. DARE initiated buy at Ladenburg Thalmann (Jeffrey Cohen), target is $2 or approx. 208% upside. ETRA initiated buy at HC Wainwright (Raghuram Selvaraju), target is $30 or approx. 244% upside. TNXP initiated buy at Canaccord Genuity (Gary Nachman), target is $118 or approx. 248% upside. IPO filing: +WWB (Windward Bio) files for Nasdaq IPO of indeterminate amount (F-1) Clinical-stage biotech with focus on anti-TLSP treatment of COPD, asthma Novo Holdings A/S is top shareholder, and owns 14.5% before this offering Services & Hospitals Media report / M&A: SGRY Bon Secours Mercy Health in late-stage talks to acquire Surgery Partners for about $20/share ($6B), reported the FT on Sunday. Shares are halted on Monday morning up +23.8% in the pre-market Research: NUTX initiated buy at Ladenburg Thalmann (Jeffrey Cohen), target is $336 or approx. 60% upside. Managed Care Regulatory: Post-close on Friday, CMS proposed Pre-Eligibility Verification rule for OE28. The proposed rule would require Exchanges to verify the following criteria before providing financial assistance (PTC or CSR): household income and family size status as a citizen, U.S. national, or eligible noncitizen (including lawfully present) eligibility for or enrollment in other qualifying coverage place of residence The rule also creates a verification period beginning 1-Aug before the start of Open Enrollment (mid-December historically). Comment period open for 30 days Fact Sheet; Rule CMS-9873-P (203pp) On Deck: Conferences (cont.) ESMO 2026 (Oct 23-27) on Tue 27-Oct: ESGCT Congress 2026 (Oct 27-30) Corporate BOLT to discuss merger with Prana Therapies (8:30ET) MRK Investor webcast at ESMO (14:30ET) CPIX webcast on ifetroban for CM associated with DMD (16:30ET) on Tue 27-Oct: ZBIO R&D Day (8:00ET); ZYME portfolio update (8:30ET); LBRX R&D Day (14:00ET) Regulatory FDA PDUFA on Monday for Sun Pharma (524715.IN) sBLA for ILUMYA in psoriatic arthritis Earnings on Tue 27-Oct: before NVS, HCA, IQV, CNC, RGEN after ICLR, UHS, CHE Syndicate calendar / potential IPO pricing n/a This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 524715.IN, AMGN, ASND, AVBP, AZN, BNTX, BOLT, CHE, CNC, CPIX, DARE, ETRA, GMAB, GMAB.DC, HALO, HCA, ICLR, IONS, IQV, LBRX, MRK, MRNA, NUTX, NVO, NVS, ORKA, RGEN, SGRY, TNXP, UHS, XNCR, ZBIO, ZYME, +WWB...(more)	show story hide story
23-Oct-2026 19:33	StreetAccount Sector Summary - Healthcare Weekly Recap Friday synopsis: Healthcare equities finished broadly lower on Friday. Decliners beating advancers by nearly 4:1 on the XLV. Healthcare (1.12%) vs S&P 500 (0.52%). Nearly all major health groups ended lower for the session; only MedTech found positive territory before the market close. The rest trimmed weekly gains to LSD. Managed Care and Pharma were today's leading decliners, followed closely by Biotech. Pharma group underpinned by disclosures of serious adverse events, including BMY (2.4%) and NVS (3.3%). Moderna and Merck were relatively stable on Friday, loosely inline with their respective benchmarks. ISRG +1.9% and CI (2.8%) bracketed the XLV, the former secured solid 6% weekly gain on Tuesday's Q3 print, despite early hand-wringing around procedure volume deceleration. A temporary lull in the earnings calendar Friday put an outsized focus on biopharma, and ESMO data specifically. TNGX (16.4%) was in focus on day one ESMO. Despite the reaction, initial sell-side takeaways seemed constructive on the data updates in PDAC; a sell-the-news crowd has camped in Madrid. Moderna addresses the room on Saturday, while Merck has an important SAC-TMT presentation Sunday before their investor event on Monday. Macro Oil strength was the big story today with WTI settling back above $100 a barrel. Nothing really incremental on the US-Iran conflict though elevated expectations for a nearer-term resumption of kinetic activity. Oil was an outsized headwind on the consumer groups today. Hot inflation dynamic also evident in the October flash PMIs out this morning. Oil likely contributed to higher rates after a big rally on Thursday (AI trade stabilization another factor) and the combination seems to be weighing on the broadening trade. However, AI trade stabilized today, coming amid a flurry of cautious-leaning headlines in the financial press; however, this has not applied to the latest batch of reporters (particularly data center) despite the largely upbeat fundamental takeaways. Mag 7 earnings and FOMC the highlights next week. Midterms the following week. Historical post-midterm performance a bullish talking point. Notable Gainers on Friday: +66.7% LYCA (Lycia Therapeutics, Inc.): day one IPO (biotech) +49.6% BOLT (Bolt Biotherapeutics): reverse merger with Prana Therapies +25.4% LUCD (Lucid Diagnostics): Medicare reimbursement for EsoGuard; private placement $15M +9.5% GMAB (Genmab): trial results in ovarian cancer +9.4% AVBP (Arrivent Biopharma): best performer on XBI; sympathy to ORIC; on 2X average volume; shares +26% for the week +9.0% ZLAB (ZAI Lab): private placement $250M; presentations at ESMO +6.0% TEM (Tempus AI): expanded license agreement with BMY +4.3% GRAL (GRAIL, Inc.): second-best on XBI; light volume; shares +12.5% for the week +1.9% ISRG (Intuitive Surgical): best performer on XLV; shares +6% for the week Notable Decliners on Friday: -64.8% AARD (Aardvark Therapeutics): FDA lifts clinical hold; updated data in PWS, path forward in PWS -29.0% CATX (Perspective Therapeutics): trial results in NETs -20.1% CORT (Corcept Therapeutics): sympathy to GMAB -16.4% TNGX (Tango Therapeutics): updates from ESMO; strategic reprioritization and RIF; worst performer on XBI -16.4% WGS (GeneDx Holdings): unusual options volume -15.0% FTH (Faeth Therapeutics): small-cap biotech; ESMO presentations in breast cancer -9.2% PBLS (Parabilis Medicines, Inc.): on heavy volume; shares remain +7% for the week -8.9% FDMT (4D Molecular Therapeutics): on average volume -8.9% OVID (Ovid Therapeutics): small-cap biotech; on average volume -8.7% OLMA (Olema Pharmaceuticals): small-cap biotech; ESMO presentations in breast cancer; 52-week low -7.1% AXSM (Axsome Therapeutics): on 2X average daily volume -7.0% OSCR (Oscar Health): on average volume -7.0% AVTX (Avalo Therapeutics): follow-through, downgrades -6.7% BBOT (BridgeBio Oncology Therapeutics): small-cap biotech; on average volume -4.9% HIMS (Hims & Hers Health): on average volume; shares (1%) for the week -3.4% ORIC (Oric Pharmaceuticals): ESMO presentation -3.3% NVS (Novartis): trial results in RMS -2.8% CI (Cigna Group): worst performer on XLV; on average volume Week in Review: Earnings scorecard: According to FactSet Scorecard, with 9.12% of companies (12 of 165) having reported, 91.67% of the S&P 1500 Health Care (SP567-SPX) have beaten consensus EPS expectations, vs 86.50% last year (Q3 2025), with an average beat of +9.12% vs +13.27% last year. On the topline, 100.00% have beaten sales expectations, vs 82.82% last year (Q3 2025), with an average beat of +1.39% vs +2.22% last year. Healthcare equities outperformed for the week. The S&P 500 Healthcare Index gained +1.45% vs the S&P 500 Index (0.47%). Outperformers: MedTech, Biotech, Managed Care, Services, Pharma Underperformers: none Major health groups were all higher against the red tape this week. Low to mid-single digit gains on the averages. All except Pharma (DRG +15.34%) are up +20% or more YTD vs the S&P +11%. Sector remains a top beneficiary of the recent market rotation with the AI trade dominant. Earnings calendar provided a few more datapoints, mostly in MedTech, and almost exclusively positive. Thermo Fisher (2%) delivered a Q3 beat, however FY guidance tweak suggests a muted Q4, and Abbott (1%) a Q3 print inline with medical devices broadly light to consensus. Intuitive Surgical +6% delivered another Q3 beat, with enough positives for bulls and decelerating procedures to keep bears entertained. XBI traded +3.6% on Tuesday (the other four days were net flat). Shares of Moderna were up +700% YTD with the most anticipated data of Q4 ahead: detailed data from INT scheduled for the ESMO main event Saturday - until the data leaked on Thursday. Achievement of the Hazard Ratio bogey not enough to overcome the broken embargo, and renewed investor concerns that the stock had just come too far too fast. Shares of MRNA fell as much as (24%). Bull and bears further entrenched by the abstracts, slides, and press releases. Live presentation (and investor event) still on tap for this weekend. All eyes still seeking signs of validation (or invalidation) beyond the first tumor type. Year-to-date, Healthcare up +15.71% vs the S&P 500 +11.37%. Healthcare third out of eleven major sectors in CY26. Energy +55.06% and Telecom (3.67%) bracket them all. Notable movers for the week: Gainers: SLN +126.6% - acquired by MRK.GR for $1.3B MYGN +46.2% - divests Prenatal business to LH for $210M; best performer on XBI IRON +31.1% - trial results in EPP; secondary raise BHVN +28.8% - FDA accepts NDA resubmission, plans Adcom MANE +27.5% - trial results in male pattern hair loss LQDA +24.2% - follows +26% last week GMAB +18.4% - trial results in ovarian cancer HTFL +17.4% - Piper Sandler comments, raises PT; shares +95% YTD CRL +15.1% - sympathy to LST earnings; 52W high; best performer on XLV SYRE +13.1% - presentations at UEGW / sympathy ABBV GRAL +12.5% - sympathy to LST earnings; follows (16%) last week HNGE +12.5% - 52-week high; shares +140% YTD ORKA +11.4% - sell-side comments ahead of EVERLAST readouts QGEN +9.2% - acquired for PE for $12.1B ROIV +8.8% - trial results in NIU MEDP +8.2% - earnings SRT3.GR +8.0% - earnings BIIB +7.8% - Wells Fargo comments, raises PT to $310 (street-high); Needham comments; 52W high ISRG +6.0% - earnings, guidance Decliners: EYPT (86.5%) - trial results in wet AMD; restructuring AVTX (38.5%) - sympathy to ABBV (trial results in hidradenitis suppurativa); worst performer on XBI CORT (22.1%) - sympathy to GMAB (trial results in ovarian cancer) IBRX (10.5%) - follows (13%) last week DXCM (9.4%) - sympathy to ABT / CVS Caremark; worst performer on XLV MRNA (8.2%) - INTerpath-001 data leak and release by ESMO; stock remains +579% YTD AXSM (7.7%) - stock closed lower 23 of last 26 days; shares (43%) off June highs ELAN (4.4%) - downgraded at Jefferies Week Ahead (Sat - Sun): Oct 24 - Nov 1 Conference calendar (cont.) NAMS 2026 (Oct 20-24), ASN 2026 (Kidney Week) (Oct 21-25), EHDN Congress (Oct 22-24), ESMO 2026 (Oct 23-27) Tue 27-Oct: ESGCT Congress 2026 (Oct 27-30) Corporate calendar Sat 24-Oct: PFE presentation of PCV25 infant at IDWeek (11:00ET) (PCVX); MRNA Investor webcast at ESMO (13:00ET) (MRK) Sun 25-Oct: MRK presentation of SAC-TMT at ESMO (03:15ET) Mon 26-Oct: BOLT to discuss merger with Prana Therapies (8:30ET); MRK Investor webcast at ESMO (14:30ET); CPIX webcast on ifetroban for CM associated with DMD (16:30ET) Tue 27-Oct: ZBIO R&D Day (8:00ET); ZYME portfolio update (8:30ET); LBRX R&D Day (14:00ET) Wed 28-Oct: CHRS interim trial results with tagmokitug in solid tumors (16:30ET) Thu 29-Oct: XFOR Investor Day (10:00ET); EVAX trial results (10:30ET) Regulatory calendar Mon 26-Oct: FDA PDUFA for Sun Pharma (524715.IN) sBLA for ILUMYA in psoriatic arthritis Fri 30-Oct: FDA PDUFA for Inovio (INO) BLA for INO-3107 in recurrent respiratory papillomatosis (RRP) Sun 1-Nov: FDA PDUFA for Agio Pharma (AGIO) sNDA for PYRUKYND in sickle cell disease Earnings calendar Tue 27-Oct: before NVS, HCA, IQV, CNC, RGEN after ICLR, UHS, CHE Wed 28-Oct: before GSK, BSX, BIIB, GEHC, LH, AVTR, BLCO after EHC, ALGN, GKOS Thu 29-Oct: before LLY, MRK, BMY, ALNY, WST, INCY, THC, INSM, BAX, LGND, INDV after GILD, SYK, ILMN, RMD, DXCM, EXEL, DVA, MMSI Fri 30-Oct: before ABBV, AZN, SNY, REGN, BTSG Syndicate calendar / potential IPO pricing n/a Related: 524715.IN, ABBV, ABT, AGIO, ALGN, ALNY, AVTR, AVTX, AXSM, AZN, BAX, BHVN, BIIB, BLCO, BMY, BOLT, BSX, BTSG, CHE, CHRS, CNC, CORT, CPIX, CRL, CVS, DVA, DXCM, EHC, ELAN, EVAX, EXEL, EYPT, GEHC, GILD, GKOS, GMAB, GRAL, GSK, HCA, HNGE, HTFL, IBRX, ICLR, ILMN, INCY, INDV, INO, INSM, IQV, IRON, ISRG, LBRX, LGND, LH, LLY, LQDA, MANE, MEDP, MMSI, MRK, MRK.GR, MRNA, MYGN, NVS, ORKA, PCVX, PFE, QGEN, REGN, RGEN, RMD, ROIV, SLN, SNY, SRT3.GR, SYK, SYRE, THC, UHS, WST, XFOR, ZBIO, ZYME...(more)	show story hide story
23-Oct-2026 08:34	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis ESMO 2026 officially underway in Madrid, after the leak and embargo break one day ago. Pancreatic cancer and Tango Therapeutics with impactful updates on Day One. After encouraging interim data with PRMT5i candidates, company shelving novel target discovery. Shares of TNGX (9%) in the pre-market. Yesterday, Healthcare equities were mostly higher. Biotech soft all day, and grew weaker with the leak of MRNA (17.6%) melanoma data ahead of ESMO. Shares retraced some of the autumn runup for the cancer vaccine. MRK (1.8%) also volatile, as were many other INT-adjacent equities. Services group, followed by Pharma, were the top gainers. For the week-to-date, all major health groups higher by +3% to +5%. Earning calendar ramps significantly beginning next Tuesday. Macro S&P futures down (0.3%) on Friday morning, Nasdaq futures are down (0.1%). AI bounce attempt in focus this morning, though not providing meaningful support at the index level. Nothing specific behind the move (however, Asia/South Korea held up much better than expected overnight). Stabilization coming despite a flurry of headlines surrounding funding concerns/spread widening, trimmed OpenAI valuation target, deal delays, monetization scrutiny, cybersecurity risks, and the broader inability to take advantage of the favorable compute and capex demand narratives out of earnings. Rotation>risk off, Treasuries as an AI hedge (and breakdown in yield/oil correlation), better Middle East oil flows, ramp in expectations for renewed kinetic activity/extended standoiff in the region, French contagion debate, and hedge fund and retail P&L pain some other recent areas of focus. Pre-market trading update Trading higher +25.2% LUCD Medicare reimbursement for EsoGuard; private placement $15M +7.2% ZLAB private placement $250M; presentations at ESMO +1.3% CATX shares halted for news +1.0% ZYME out-license agreement with ROP.SW Trading lower -20.3% AARD FDA lifts clinical hold; call at 800ET to discuss path forward -8.8% TNGX updates from ESMO; strategic reprioritization and RIF; call at 730ET -4.2% MRVI on 7K shares -3.9% GRAL on 10K shares -3.8% MRNA follow-through -2.7% AVTX follow-through, downgrades -1.1% MRK follow-through Pharma Research: ROP.SW upgraded to buy from hold at Deutsche Bank (Emmanuel Papadakis), target increased to CHF500 from CHF340 or approx. 26% upside. New Street-high PT. Biotech Corporate: TNGX disclosed via 8-K that it will deprioritize novel target discovery in a strategic reprioritization, and focus efforts instead on PRMT5-targeted therapies including lead asset vopimetostat (TNG462) and TNG456. Company plans to reduce workforce by 14%, primarily in research. Investor call from ESMO at 7:30ET; slides M&A: GILD announced the acquisition of an oral IL-23R inhibitor program from PepStar Therapeutics (private) for $1.275B in upfront cash. IL-23R is a clinically validated target in immune-mediated inflammatory diseases, including Inflammatory Bowel Diseases (IBD), with potential applications in psoriasis. Regulatory: AARD announced that FDA has lifted the clinical hold on ARD-101 for Prader-Willi Syndrome (PWS). Also updated on exploratory data from terminated HERO trial, and OLE trial, plans to discuss path forward with FDA. Conf. call at 8:00ET. IPO priced: LYCA Lycia Therapeutics upsized IPO priced at the top-end of anticipated range ($16-18/shr) and raised $317.5M in gross proceeds (before the shoe). Lycia is the 28th Biotech IPO of CY2026, 33rd overall in Healthcare. Research: AVTX downgraded to neutral from buy at HC Wainwright (Mitchell Kapoor) AVTX *downgraded* to neutral from buy at Guggenheim Securities (Yatin Suneja) TTRX upgraded to hold from sell at WBB Securities (Steve Brozak), citing valuation. Target is $10 or approx. 2% downside. BNTC initiated outperform at Raymond James (Tiago Fauth), target is $14 or approx. 59% upside. CAMP initiated strong buy at Raymond James (Tiago Fauth), target is $10 or approx. 195% upside. IMUX initiated overweight at Cantor Fitzgerald (Yanni Soutoutzidis) Life Science & MedTech M&A / media report: SNN Talks to combine with JNJ ortho unit collapse, reports the FT. Research: SRT3.GR upgraded to outperform from sector perform at RBC Capital Markets (Charles Weston), target increased to €330 from €220 or approx. 21% upside. GH initiated buy at Roth Capital (Max Masucci), target is $200 or approx. 23% upside. MBOT initiated market outperform at Citizens (Daniel Stauder), target is $2.50 or approx. 166% upside. NTRA initiated buy at Roth Capital (Max Masucci), target is $475 or approx. 18% upside. OSUR initiated buy at Craig-Hallum Capital (Bill Bonello), target is $7 or approx. 84% upside. QTI initiated buy at D. Boral Capital (Patrick McCann), target is $9 or approx. 281% upside. On Deck: Conferences (cont.) NAMS 2026 (Oct 20-24) (cont.) ASN 2026 (Kidney Week) (Oct 21-25) (cont.) EHDN Congress (Oct 22-24) ESMO 2026 (Oct 23-27) Note: LBAs for ESMO published at 18:05ET on Oct 22-25, and at 19:05ET on Oct 26 (clock change CEST->CET) Corporate on Sat 24-Oct: PFE presentation of PCV25 infant at IDWeek (11:00ET) (PCVX) MRNA Investor webcast at ESMO (13:00ET) Note: MRK event is on Monday afternoon Peek Ahead to next week Oct 26 - Nov 1 Corporate calendar: Mon 26-Oct: MRK Investor webcast at ESMO (14:30ET) Regulatory calendar: Mon 26-Oct: FDA PDUFA for Sun Pharma (524715.IN) sBLA for ILUMYA in psoriatic arthritis Fri 30-Oct: FDA PDUFA for Inovio (INO) BLA for INO-3107 in recurrent respiratory papillomatosis (RRP) Sun 1-Nov: FDA PDUFA for Agio Pharma (AGIO) sNDA for PYRUKYND in sickle cell disease Earnings calendar: Tue 27-Oct: before NVS, HCA, IQV, CNC, RGEN after ICLR, UHS, CHE Wed 28-Oct: before GSK, BSX, BIIB, GEHC, LH, AVTR, BLCO after EHC, ALGN, GKOS Thu 29-Oct: before LLY, MRK, BMY, ALNY, WST, INCY, THC, INSM, BAX, LGND, INDV after GILD, SYK, ILMN, RMD, DXCM, EXEL, DVA, MMSI Fri 30-Oct: before ABBV, AZN, SNY, REGN, BTSG This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 524715.IN, AARD, AGIO, AVTX, BNTC, CAMP, CATX, CHE, CNC, GH, GILD, GRAL, HCA, ICLR, IMUX, INO, IQV, JNJ, LUCD, LYCA, MBOT, MRK, MRNA, MRVI, NTRA, NVS, OSUR, PCVX, PFE, QTI, RGEN, ROP.SW, SNN, SRT3.GR, TNGX, TTRX, UHS, ZLAB, ZYME...(more)	show story hide story
22-Oct-2026 10:01	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (214 total) 52-Week Highs: 93 total; due to the volume, we are only displaying those with market cap >$35B A (Agilent Technologies $175.70, -2.00) -1.1%; 52-week +20.6% ADP (Automatic Data Processing $299.40, +4.90) +1.7%; 52-week +5.4% BDX (Becton Dickinson $196.00, +1.70) +0.9%; 52-week +32.0% BIIB (Biogen $244.40, +3.50) +1.4%; 52-week +67.2% BP (BP $49.90, -0.00) +0.1%; 52-week +50.4% CAH (Cardinal Health $257.10, -0.40) -0.1%; 52-week +62.0% CHT (Chunghwa Telecom $48.30, +0.80) +1.7%; 52-week +11.5% CNQ (Canadian Natural Resources $54.30, -0.00) 0.0%; 52-week +81.4% COP (ConocoPhillips $145.50, -0.20) -0.1%; 52-week +68.4% CTAS (Cintas $222.10, +2.00) +0.9%; 52-week +13.0% CVX (Chevron $226.10, -0.70) -0.3%; 52-week +47.0% EOG (EOG Resources $157.70, -0.20) -0.1%; 52-week +48.7% IQV (IQVIA Holdings $277.40, +0.80) +0.3%; 52-week +26.9% KDP (Keurig Dr Pepper $34.90, +0.40) +1.2%; 52-week +26.1% KO (Coca-Cola $93.90, +1.20) +1.3%; 52-week +31.8% MA (MasterCard $626.40, +3.80) +0.6%; 52-week +9.5% MFC (Manulife Financial $45.50, +0.20) +0.5%; 52-week +43.0% NDAQ (Nasdaq $101.50, +5.40) +5.6%; 52-week +12.4% RSG (Republic Services $237.20, +6.90) +3.0%; 52-week +7.4% SU (Suncor Energy $78.70, -0.30) -0.4%; 52-week +106.3% TAK (Takeda Pharmaceutical $20.20, +0.30) +1.3%; 52-week +43.1% TEAM (Atlassian $227.80, +2.30) +1.0%; 52-week +35.0% TRV (Travelers Cos. $403.30, +4.30) +1.1%; 52-week +49.7% V (Visa $410.40, +2.60) +0.6%; 52-week +18.2% VEEV (Veeva Systems $318.90, -1.70) -0.5%; 52-week +10.0% WAT (Waters $459.70, +2.30) +0.5%; 52-week +31.6% XOM (Exxonmobil Holdings $177.40, -0.70) -0.4%; 52-week +57.4% 52-Week Lows: 121 total; due to the volume, we are only displaying those with market cap >$4B AAON (Aaon Group $70.80, -4.40) -5.9%; 52-week -30.8% ASTS (AST Spacemobile $39.40, -1.50) -3.7%; 52-week -49.9% BIDU (Baidu $78.70, -0.10) -0.2%; 52-week -34.0% BILI (Bilibili $13.50, -0.10) -0.7%; 52-week -53.7% BWXT (BWX Technologies $132.00, -3.10) -2.3%; 52-week -35.7% CW (Curtiss-Wright $480.30, -13.90) -2.8%; 52-week -13.2% DY (Dycom Industries $231.90, -5.60) -2.3%; 52-week -20.1% FN (Fabrinet $336.60, -19.40) -5.5%; 52-week -19.1% GDS (GDS Holdings $22.50, -1.10) -4.7%; 52-week -34.2% GGG (Graco $71.40, -10.40) -12.7%; 52-week -14.9% GIL (Gildan Activewear $40.40, +0.10) +0.3%; 52-week -31.9% ICL (ICL Group $4.70, -0.10) -1.8%; 52-week -24.9% IEP (Icahn Enterprises $6.10, -0.00) -0.3%; 52-week -25.1% LUMN (Lumen Technologies $4.40, -0.10) -2.2%; 52-week -39.2% LVS (Las Vegas Sands $37.00, -0.50) -1.3%; 52-week -26.8% MOS (Mosaic $17.20, -0.50) -2.6%; 52-week -41.0% MTZ (MasTec $176.30, -4.60) -2.6%; 52-week -14.9% NIO (NIO Inc $3.30, -0.00) -1.0%; 52-week -51.1% OKLO (Oklo, Inc. $27.00, -0.80) -2.8%; 52-week -80.7% SE (Sea Limited $76.10, -1.80) -2.3%; 52-week -53.8% SF (Stifel Financial $67.00, +0.50) +0.8%; 52-week -10.6% SPXC (SPX Technologies $160.00, -8.10) -4.8%; 52-week -16.6% STLA (Stellantis $4.20, -0.00) +0.4%; 52-week -61.9% TKC (Turkcell $4.80, -0.20) -3.3%; 52-week -18.9% VSEC (VSE Corporation $149.20, -4.40) -2.9%; 52-week -12.2% XPEV (XPeng, Inc. $9.20, -0.10) -1.5%; 52-week -57.1% # highs/lows by sector (214 in total) Commercial Services - 11 highs, 3 lows Communications - 1 highs, 4 lows Consumer Durables - 2 highs, 5 lows Consumer Non-Durables - 4 highs, 1 lows Consumer Services - 1 highs, 5 lows Distribution Services - 1 highs, 1 lows Electronic Technology - 0 highs, 12 lows Energy Minerals - 11 highs, 3 lows Finance - 24 highs, 11 lows Health Services - 1 highs, 0 lows Health Technology - 11 highs, 6 lows Industrial Services - 1 highs, 6 lows Miscellaneous - 1 highs, 4 lows Non-Energy Minerals - 1 highs, 11 lows Process Industries - 1 highs, 7 lows Producer Manufacturing - 0 highs, 20 lows Retail Trade - 1 highs, 3 lows Technology Services - 18 highs, 14 lows Transportation - 1 highs, 3 lows Utilities - 2 highs, 2 lows FactSet owns StreetAccount, the publisher of this content. Related: A, AAON, ABAT, ABM, ACHR, ACRE, ADP, ADSE, AFG, AIRO, AIV, ALK, ALMU, ALRM, AMG, AMN, AMPL, AMRN, AMWL, APPN, ASLE, ASTS, AVPT, AVTR, AVTX, BBOT, BBW, BDX, BHLL, BIDU, BIIB, BILI, BKH, BLHK, BP, BPRN, BRSL, BRUN, BRZE, BSVN, BTE, BTQ, BWXT, CAH, CBNK, CFFI, CGC, CHD, CHT, CNK, CNQ, COP, CPS, CRL, CTAS, CVX, CW, CWCO, CYD, CYRX, DCBO, DOCU, DY, EGBN, EOG, EOSE, ERII, ETOR, EXEL, FAC, FDS, FIGS, FMC, FN, FRMI, FRSH, FTRE, FUN, GDS, GEVO, GFUZ, GGG, GIC, GIL, GILT, GLDG, GPK, GTE, HAS, HDL, HNGE, HNRG, HRTG, HSAI, HURN, IBEX, ICL, IEP, IMSR, IMXI, INDI, INFU, IPX, IQV, JACS, JAKK, JBLU, JKS, KC, KDK, KDP, KFII, KLXE, KO, LEU, LU, LUMN, LVS, LYBC, MA, MACI, MANH, MD, MEDP, METC, MFC, MHO, MLCO, MOMO, MOS, MPT, MTD, MTZ, MUR, MVST, NDAQ, NGEN, NIO, NKLR, NMG, NOAH, NSLR, NTST, NWE, OKLO, OPEN, OPRT, ORRF, OSPN, OWLS, PAYC, PBYI, PCT, PCTY, PFLT, PONY, PSEC, PWP, RCAT, RDAG, REPX, RGA, RNR, RR, RS, RSG, RZLV, SCM, SE, SERV, SF, SKYX, SLN, SLNH, SMR, SPT, SPXC, SSL, SSYS, STLA, SU, TAK, TE, TEAM, THRM, TKC, TLRY, TMQ, TOYO, TRV, UNIT, UPB, USAR, USAS, USAU, USGO, V, VC, VEEV, VLRS, VNDA, VSEC, WAT, WB, WHF, WINA, WRD, WRN, WST, XNET, XOM, XPEV, XTND...(more)	show story hide story
22-Oct-2026 09:52	IQV StreetAccount Consensus Metrics Preview - IQVIA Holdings Q3 Earnings ($279.81 +$3.18) Scheduled to report Q3 earnings on 27-Oct before the open FactSet and StreetAccount (16-17 estimates for Revenue/EPS/EBITDAs, 9 for segments, 5 for B:B/backlog): Revenue $4.37B vs guidance $4.315B-$4.390B Commercial Solutions $1.79B Research & Development Solutions $2.58B Adjusted EBITDA $1.01B vs guidance $1.00B-$1.02B Adjusted EBITDA margin 23.2% vs guidance 23.2% EPS $3.26 vs guidance $3.19-$3.29 R&D Solutions Book to-bill 1.17 Contracted backlog $34.60B FY Guidance (Dec 2026): Revenue $17.28B-$17.48B vs FactSet $17.41B EPS $12.80-$13 vs FS $12.94 Adjusted EBITDA $4.00-4.05B vs FS $4.03B Price history for Q3 (Since 27-Jul close) IQV +30.5% S&P 500 +3.8% XLV +9.9% Themes Performance: AI Driven Enterprise Leaders - Healthcare +4.7% Dollar strength winners - Macro +7.3% Near term options imply a ~11.2% move Last 4 quarter % moves: +14%, +10%, (11%), (0%) Revenue has beaten consensus 19 of the past 20 quarters EPS has beaten consensus 20 of the past 20 quarters Forward Q revenue guidance has beaten consensus 6 of the past 19 quarters Forward Q EPS guidance has beaten consensus 4 of the past 19 quarters, 2 in-line	show story hide story
21-Oct-2026 17:03	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed and lower overall on Wednesday. Decliners outnumbered advancers on the XLV. Healthcare (0.45%) vs S&P 500 +0.58%. Most major health groups ended lower for the session, all were between +/- 1% on the averages. Payers, providers and Pharma were the leading decliners; only MedTech beat the wider tape. CRL +9.3% and DXCM (6.4%) bracketed the XLV, in sympathy to their MedTech peer reporters. Earnings calendar snapped back to the forefront with several MedTech prints on the tape. ISRG (2.3%) reported a Q3 beat, however focus on the slowing growth in daVinci procedures. TMO +1.0% delivered a Q3 beat, however FY guidance tweak suggests a muted Q4. ABT (1.9%) on a Q3 print inline with medical devices broadly light to consensus. DHR +4.3% on a Q3 beat and raise (by less than the outperformance). Flattening diagnostics segment and FX impacts updated outlook. For the second day, Bloomberg reported that a takeout deal was near for QGEN +2.2%. Yesterday, Healthcare equities were broadly higher. All major health groups ended higher by 2% or more on the averages, with Biotech, Managed Care, and Pharma leading. XBI +3.64%, DRG +2.81%. Dialysis names pressured by new HHS kidney care plan announcement. Sector news was still very quiet between conferences and ahead of the anticipated ramp in the earnings calendar. Macro AI trade the big focus following blowout results from SPCX and a positive SMCI preannouncement; also some focus on NVDA supply chain agreements. Still-robust compute demand and expansive capex plans among the big talking points, but competitive challenges and funding dynamics also remain in the narrative. Some attention pulled ahead to META results after the bell; GOOGL faced some pressure into the print (boutique research firm call flagged). Earnings takeaways mixed with the usual moving pieces and nothing particularly incremental for the market narrative. Middle East updated leaned cautious, including late afternoon report US preparing order to evacuate some embassy staff from Gulf, which some officials said could suggest possible resumption of hostilities. Notable Gainers +10.7% ABSI (Absci Corp.): best performer on XBI; shares +22% WTD +9.3% CRL (Charles River Laboratories): sympathy to Tools earnings; best performer on XLV +7.0% NBTX (Nanobiotix): shares +21% WTD and (17%) MTD +6.9% TNGX (Tango Therapeutics): second-best on XBI; on heavy volume, shares +22% WTD ahead of ESMO +6.4% GRAL (GRAIL, Inc.): on below average volume; shares +13% WTD +6.3% ICLR (ICON plc): sympathy to Tools earnings +5.8% TXG (10X Genomics): on average volume +5.6% ILMN (Illumina): sympathy to Tools earnings; second-best on XLV +5.4% ROIV (Roivant Sciences): trial results in non-infectious uveitis +4.7% OVID (Ovid Therapeutics): on 3X average volume; shares +15% WTD +4.5% TWST (Twist Bioscience): sympathy to Tools earnings +4.3% DHR (Danaher): earnings +4.2% DMRA (Damora Therapeutics): on average volume; shares +17% WTD +3.3% WAT (Waters): sympathy to Tools earnings +3.3% IQV (IQVIA Holdings): sympathy to Tools earnings +2.2% QGEN (Qiagen): Bloomberg reports that deal with EQT is near Notable Decliners -19.6% RCUS (Arcus Biosciences): follow-through; worst performer on XBI -14.7% RAPP (Rapport Therapeutics): follow-through -14.2% ACH (Accendra Health): despite upgrade at CFRA -11.2% IART (Integra LifeSciences Holdings): earnings -11.0% CAPR (Capricor Therapeutics): on average volume -6.4% DXCM (Dexcom): worst performer on XLV; sympathy to ABT -3.7% NVAX (Novavax, Inc.): shares (2%) WTD -2.4% BSX (Boston Scientific): sympathy to ABT -2.3% ISRG (Intuitive Surgical): earnings, guidance; upgraded at Erste Group Earnings in MedTech TMO reports Q3 EPS $6.69 ex-items vs FactSet $6.40 on revenue $12.14B vs FS $11.95B. Organic growth +6% vs FS +4.3% and guidance approx. 4%. On the call: Reaffirms Q4 organic growth +4% vs FS +4.5%. Raises FY26 revenue outlook by $200M at the midpoints, or roughly the Q3 outperformance. Along the same lines, EPS outlook raised by just 15c at the midpoints, or less than the Q3 beat. Quick take: Initial sentiment largely upbeat, discussion noted the high bar into the print but commonly highlighted outperformance in both Lab Products and Biopharma Services (LSS underperformed) - signaling increased funding across both pharma and biotech. Management noted on the call Q3 upside was aided by Pharma Services, with some activity shifted into Q3 from Q4 - despite the shift - raised its second-half organic growth outlook and tweaked FY26 guidance higher on strong underlying momentum. ABT reports Q3 EPS $1.42 ex-items vs FactSet $1.42 on revenue $13.01B vs FS $12.99B. Most segments inline, partially offset by medical devices light -- EP, HF, NM, Diabetes were all just below consensus. Guides Q4 EPS bracketing FS consensus. Narrow FY26 EPS outlook, midpoint maintained. Expects FY26 comp sales growth around +6.0% vs prior guidance around +5.0% to +7.5%. Announces intent to separate nutrition business into a standalone public company. DHR reports Q3 EPS $2.11 ex-items vs FactSet $1.92 on revenue $6.55B vs FS $6.56B. Raises FY26 EPS guidance by $0.07 at the midpoints, lowers outlook for core sales growth to around +2.5% vs prior +3.0-4.0% amid flattening diagnostics segment and greater FX impact. ISRG reported Q3 EPS $3.00 ex-items vs FactSet $2.65 on revenue $3.05B vs FS $2.91B. W/W procedures (DV and Ion) grew ~15% y/y (DV grew ~14% y/y vs StreetAccount +13.5%; Ion grew ~31% y/y). Narrowed FY outlook for W/W DV growth to +14-15% vs prior +13.5-15.5%; expects to be closer to the midpoint of this range Quick take: Initial takeaways on the print highlighted Q3 revenue outperformance, new placements (both US and OUS), expanding margins, and dynamic growth initiatives. Plenty of positives for the bulls. Bears remain hyper focused on daVinci procedure volumes, especially the US growth rate which slipped to +10.3%, and w/w guidance narrowed to +14-15%, and expected near the midpoint. Elevance Health Q3 beat and raise driven by one-time benefit ELV reports Q3 adjusted EPS $6.99, including net non-operating benefit $1.85/shr, unclear if comparable to FactSet $4.71. Q3 MLR 90.6% vs StreetAccount 91.2%. Raises FY EPS outlook to at least $29.00 vs prior at least $27.00. Reaffirms long-term targets in slides. Cencora raises the stake in American Oncology Network COR announced it will pay $1.7B to raise its ownership from 4% to 75% in the oncology services provider AONC. The companies previously had a supplier arrangement and strategic relationship. Cencora also updated its FY2026 financial guidance, now expects EPS at least $17.90, which is at the high-end of the prior range $17.75-17.95. SMID-cap biotech headlines ROIV announced results from the Phase 3 CLARITY program evaluating brepocitinib (LISRAYA) in non-infectious uveitis (NIU). Both the CLARITY-1 and CLARITY-2 studies met the primary endpoint, and brepo was stat-sig on all key secondary endpoints. Company intends to file sNDA in H1 of 2027. IBRX announced database lock for Cohort A of its registrational trial evaluating ANKTIVA in BCG-naive NMIBC. Company expects readout in November 2026, and is on-track for sBLA submission during Q4 of 2026. UNCY announced that FDA accepted its resubmitted NDA with a six-month review cycle. PDUFA for oxylanthanum carbonate (OLC) for hyperphosphatemia in CKD is 25-Mar-2027. As previously announced, the NDA resubmission includes CMC data from a new third-party drug product manufacturing vendor. Notable research in Healthcare today Pharma: JNJ downgraded to hold from buy at Erste Group (Hans Engel) Biotech: KZIA initiated buy at Guggenheim Securities (Paul Jeng), target is $35 or approx. 344% upside. VOR initiated outperform at William Blair (Myles Minter) XLO initiated outperform at Raymond James (Sean McCutcheon), target is $16 or approx. 87% upside. MedTech: ISRG upgraded to buy from hold at Erste Group (Hans Engel) CTSO initiated speculative buy at WBB Securities (Steve Brozak), target is $9.50 or approx. 79% upside. Services: ACH upgraded to strong buy from buy at CFRA Post-close news Earnings: MEDP reports Q3 EPS $4.84 vs FactSet $4.44 on revenue $716.0M vs FS $714.5M, EBITDA $172.1M vs FS $160.5M. Backlog $3.17B vs FS $3.13B. Broadly raises FY guidance. First CRO to report in Q3, IQV, ICLR, FTRE report next week Conf. call tomorrow at 9:00ET Shares trading (1.3%) in the after-hours MOH reports Q3 EPS $0.89 ex-items vs FactSet $0.79 on revenue $11.08B vs FS $10.86B. Consolidated MLR narrowly missed, 92.9% vs StreetAccount consensus 92.8%. Reaffirms FY EPS outlook and all metrics. Third MCO report in Q3, both UNH and ELV have beaten MLR Conf. call tomorrow at 8:00ET Shares trading (4.1%) in the after-hours Research: IONS upgraded to outperform from market perform at BMO Capital Markets (David Lebowitz), target increased to $66 from $54 or approx. 49% upside. Initiated 18-Aug-2026 Shares trading +1.7% in the after-hours IPO filing: +RZRA (Rezera Inc.) files for Nasdaq IPO of indeterminate amount. Clinical-stage biotech focused on oral inhibitors of NLRP3. S-1 StreetAccount notes that LLY paid $1.2B in January 2026 for Ventyx Biosciences and its NLRP3 portfolio. On Deck: Conferences (cont.) NAMS 2026 (Oct 20-24) (cont.) ASN 2026 (Kidney Week) (Oct 21-25) EHDN Congress (Oct 22-24) Craig-Hallum Biotech Catalyst Conference (Oct 22) on Fri 23-Oct: ESMO 2026 (Oct 23-27) Note: LBAs for ESMO published at 18:05ET on Oct 22-25, and at 19:05ET on Oct 26 (clock change CEST->CET) Earnings tomorrow morning: DGX (8:30ET), ROP.SW (8:00ET), SRT3.GR (7:00ET) Corporate on Fri 23-Oct: TNGX Investor webcast at ESMO (7:30ET) on Sat 24-Oct: PFE presentation of PCV25 infant at IDWeek (11:00ET) (PCVX); MRNA Investor webcast at ESMO (13:00ET) Syndicate / IPO pricing Thu 22-Oct (post-close) +LYCA Lycia Therapeutics - looking to raise $250M StreetAccount Healthcare Reads Mark Cuban wants to crack open the market for rare disease treatments (21-Oct) STAT News Nigeria reports Ebola case as outbreak reaches West Africa (21-Oct) Reuters Daily Pill to keep Breast Cancer Away is Roche's Next Frontier Drug (20-Oct) Bloomberg Exclusive: HHS releases new kidney care plan (20-Oct) Axios Trump puts fraudsters on notice with $25M whistleblower program offering cash for tips that deliver (20-Oct) Fox News This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABSI, ABT, ACH, AONC, BSX, CAPR, COR, CRL, CTSO, DGX, DHR, DMRA, DXCM, ELV, GRAL, IART, IBRX, ICLR, ILMN, IONS, IQV, ISRG, JNJ, KZIA, LLY, MEDP, MOH, MRK, MRNA, NBTX, NVAX, OVID, PCVX, PFE, QGEN, RAPP, RCUS, ROIV, ROP.SW, SRT3.GR, TMO, TNGX, TWST, TXG, UNCY, VOR, WAT, XLO, +LYCA, +RZRA...(more)	show story hide story
21-Oct-2026 08:22	StreetAccount Summary - US Pre-market trading S&P futures +18.3 to 7773.5, +0.24% vs settlement. 10-year yield (2) bps to 5.10%. Dec WTI +$0.82 or +0.84% to $98.64. Trading Higher: *Market cap >$10B* +12.3% SMCI (Super Micro Computer $36.47, +4.00) -- preliminary Q1 results In sympathy: CRDO +7.0%, DELL +6.8%, VRT +6.5%, LITE +5.6%, HPE +5.1% +9.3% ROIV (Roivant Sciences $38.16, +3.24) -- Ph 3 CLARITY program results evaluating brepocitinib in non-infectious uveitis (NIU) +8.4% AMKR (Amkor Technology $45.21, +3.51) -- NVIDIA and Amkor plan to expand advanced packaging capacity in South Korea +7.8% SPCX (SpaceX $159.35, +11.56) -- Musk says TSLA and SPCX have formed special committee to explore potential merger, earnings; capex guidance helping semis/AI infrastructure In sympathy: ECHO +4.7%, SATL +4.2%; Semis higher (SOXX +1.88%) +7.1% DOCN (DigitalOcean Holdings $106.50, +7.02) -- Piper Sandler upgrade +4.7% COHR (Coherent $242.68, +10.88) +4.6% SMTC (Semtech $142.50, +6.30) +4.5% BE (Bloom Energy $232.75, +10.10) +4.0% FLEX (Flex $91.00, +3.51) +3.9% TTMI (TTM Technologies $99.20, +3.69) +3.8% ZM (Zoom Communications $101.14, +3.68) -- Oppenheimer upgrade +3.5% STX (Seagate Technology $698.75, +23.62) +3.5% TSEM (Tower Semiconductor $190.18, +6.40) +3.4% ONTO (Onto Innovation $227.00, +7.38) +3.4% FN (Fabrinet $367.42, +11.94) +3.3% WDC (Western Digital $376.40, +12.08) +3.3% SNDK (Sandisk $1,410.72, +45.34) +3.3% ALAB (Astera Labs $294.09, +9.29) +3.3% CIEN (Ciena $353.30, +11.35) +3.2% COF (Capital One Financial $208.11, +6.55) -- earnings +3.2% LRCX (Lam Research $271.75, +8.30) +2.9% MU (Micron Technology $922.04, +25.97) +2.8% MSTR (Strategy $146.65, +3.93) +2.8% GLW (Corning $136.00, +3.74) +2.8% CBRS (Cerebras Systems $121.60, +3.36) +2.7% CLS (Celestica $307.86, +8.17) +2.7% ANET (Arista Networks $186.00, +4.81) +2.7% GEV (GE Vernova $914.40, +24.07) +2.6% RMBS (Rambus $94.80, +2.38) +2.6% AMAT (Applied Materials $415.59, +10.61) +2.5% HOOD (Robinhood Markets $100.68, +2.47) -- Rosenblatt Securities initiates buy +2.5% TER (Teradyne $345.00, +8.41) +2.4% RKLB (Rocket Lab $52.14, +1.24) +2.3% KLAC (KLA $165.40, +3.66) +2.3% SOLS (Solstice Advanced Materials $64.50, +1.44) +2.2% MRVL (Marvell Technology $245.61, +5.19) +2.1% ETN (Eaton Corp. $390.11, +8.13) +2.1% CEG (Constellation Energy $264.21, +5.37) +2.1% SYM (Symbotic $40.52, +0.83) +2.1% VST (Vistra $153.47, +3.15) +2.1% BMNR (Bitmine Immersion Technologies $23.29, +0.47) +2.1% ET (Energy Transfer $19.96, +0.41) +2.0% P (Everpure $129.03, +2.51) +2.0% APH (Amphenol $80.90, +1.58) -- Erste Group initiates buy +2.0% INTC (Intel $93.55, +1.86) +2.0% ENTG (Entegris $145.70, +2.80) +1.9% FTAI (FTAI Aviation Ltd. $161.00, +3.05) +1.9% AMD (Advanced Micro Devices $545.01, +10.27) +1.9% NVDA (NVIDIA $220.50, +4.03) +1.9% AXON (Axon Enterprise $400.00, +7.36) +1.4% CRWD (CrowdStrike $230.49, +3.12) -- expanded collaboration with NVIDIA to extend AI-native security from software to silicon +1.4% TSLA (Tesla $378.82, +5.11) -- Musk says TSLA and SPCX have formed special committee to explore potential merger +1.2% CLH (Clean Harbors $320.12, +3.84) -- UBS upgrade +1.1% NLY (Annaly Capital Management $18.50, +0.21) -- earnings +1.0% NEE (NextEra Energy $79.68, +0.82) -- earnings +0.2% ELV (Elevance Health $441.00, +0.82) -- earnings *Market cap $1B-$10B* +5.5% AAOI (Applied Optoelectronics $80.95, +4.21) +5.3% UCTT (Ultra Clean Holdings $54.29, +2.72) +5.1% ICHR (Ichor Holdings $44.38, +2.15) +5.0% MCB (Metropolitan Bank Holding $93.30, +4.43) -- earnings +4.5% AEHR (Aehr Test Systems $64.75, +2.76) +4.4% FORM (FormFactor $112.47, +4.77) +4.4% SEI (Solaris Energy Infrastructure $66.15, +2.81) +4.4% FPS (Forgent Power Solutions $31.55, +1.32) +4.2% AXTI (AXT Inc $59.50, +2.41) +4.1% MXL (MaxLinear $76.50, +2.99) +4.1% MOD (Modine Manufacturing $152.70, +5.99) +4.0% WOLF (Wolfspeed $24.43, +0.93) +3.9% TNGX (Tango Therapeutics $26.23, +0.98) +3.8% XXI (Twenty One Capital $5.79, +0.21) +3.8% PENG (Penguin Solutions $58.48, +2.16) +3.6% VIAV (Viavi Solutions $35.99, +1.26) +3.6% LUNR (Intuitive Machines $10.92, +0.38) +3.4% OUST (Ouster $30.65, +1.00) +3.4% VICR (Vicor $211.18, +7.04) +3.4% AMBQ (Ambiq Micro $52.69, +1.71) +3.3% MAN (ManpowerGroup $44.40, +1.42) +3.3% VSH (Vishay Intertechnology $29.50, +0.93) +3.2% ALGM (Allegro MicroSystems $34.99, +1.08) +3.1% ARCO (Arcos Dorados $8.39, +0.25) +3.0% VOYG (Voyager Technologies $25.00, +0.74) +3.0% NVTS (Navitas Semiconductor $9.00, +0.26) +2.9% FLY (Firefly Aerospace Inc. $16.78, +0.47) +2.9% USAR (USA Rare Earth $10.35, +0.29) -- Texas Capital Securities initiates buy +2.9% EROC (ERock, Inc. $8.90, +0.25) +2.7% LEU (Centrus Energy $112.90, +3.02) +2.7% UUUU (Energy Fuels $8.43, +0.22) +2.7% PI (Impinj $182.63, +4.79) +2.6% ASST (Strive $27.77, +0.71) +2.6% BETA (BETA Technologies, Inc. $18.62, +0.47) -- FAA has awarded its ALIA VTOL aircraft a Special Airworthiness Certificate for market surveys +2.6% QNT (Quantinuum $36.59, +0.91) +2.5% POWL (Powell Industries $169.01, +4.07) +2.4% RDW (Redwire $8.50, +0.20) -- MOU with EnduroSat to strengthen European space infrastructure +2.4% UEC (Uranium Energy $8.02, +0.19) +2.4% AMPX (Amprius Technologies $7.76, +0.18) +2.4% BELFB (Bel Fuse $217.41, +5.01) *Market cap <$1B* +19.8% INVE (INVE Technologies $2.66, +0.44) -- commences of $20M modified Dutch auction tender offer for common stock; reports preliminary Q3 results +13.5% BNC (BNB Standard Corporation $5.79, +0.69) +6.1% IMSR (Terrestrial Energy, Inc. $2.97, +0.17) +5.9% DUOT (Duos Technologies Group $6.14, +0.34) -- announces 20 MW customer agreement and ~100 MW of land expansion plans +5.0% UNCY (Unicycive Therapeutics $3.99, +0.19) -- announces FDA acceptance of oxylanthanum carbonate NDA resubmission; PDUFA date 25-Mar-27 +4.8% LPTH (LightPath Technologies $7.90, +0.36) +4.7% NRGV (Energy Vault Holdings $2.88, +0.13) +4.6% WGO (Winnebago Industries $24.23, +1.06) -- earnings +4.6% FISN (Deep Fission $2.94, +0.13) +4.6% CYPH (Cypherpunk Technologies $2.94, +0.13) +4.3% LWLG (Lightwave Logic $4.34, +0.18) +4.1% VELO (Velo3D $6.89, +0.27) +3.9% SHMD (Schmid Group $3.17, +0.12) -- guidance; equipment order valued at more than €25M t +3.9% NUAI (New Era Energy & Digital $2.93, +0.11) +3.8% UMAC (Unusual Machines $17.01, +0.63) +3.8% NVA (Nova Minerals Corp. $3.25, +0.12) +3.6% SUPX (SuperX AI Technology Ltd $6.83, +0.24) +3.4% ABTC (American Bitcoin Corp. $7.94, +0.26) +3.4% AEVA (Aeva, Inc. $10.62, +0.35) +3.3% HSHP (Himalaya Shipping $16.68, +0.54) +3.3% DGXX (Digi Power X $2.62, +0.08) +3.3% MYGN (Myriad Genetics $5.72, +0.18) +3.2% MRAM (Everspin Technologies $13.63, +0.42) +3.2% ASPI (ASP Isotopes $2.09, +0.06) +3.0% CGEM (Cullinan Therapeutics $15.28, +0.45) +3.0% AIP (Arteris $20.35, +0.59) +3.0% GEMI (Gemini Space Station, Inc. $3.23, +0.09) +2.9% ATGL (Alpha Technology Group $7.13, +0.20) +2.9% NNE (NANO Nuclear Energy $13.33, +0.37) -- NANO Nuclear Energy and IMPSA sign master services agreement *Neoclouds higher after SPCX capex guidance, data center plans; SMCI positive preannounce* WYFI +5.4%, WULF +5.2%, PURR +4.7%, BRUN +4.4%, HUT +4.0%, RIOT +4.0%, CIFR +3.8%, GLXY +3.7%, IREN +3.6% (establishes IREN Europe, secures civil works license for its planned AI data center in Badajoz, Extremadura, Spain), CORZ +3.6%, KEEL +3.4%, APLD +3.3% (Roth Capital reinstates buy), NBIS +3.3% (introduces public live spot pricing for GPU compute), CRWV +3.2%, SHAZ +3.1%, MARA +3.1%, CLSK +3.1%, BTDR +2.7%, FRMI +2.7% (CEO letter to shareholders) Trading Lower: *Market cap >$10B* -7.0% ISRG (Intuitive Surgical $407.24, -30.76) -- earnings -6.6% NFLX (Netflix $64.13, -4.56) -- earnings -5.8% T (AT&T $22.07, -1.35) -- earnings In sympathy: TMUS -2.5%, VZ -2.0% -4.3% ABT (Abbott Labs $98.09, -4.36) -- earnings -3.5% DHR (Danaher $216.44, -7.80) -- earnings In sympathy: QDEL -6.9%, WAT -2.8%, TXG -2.6%, RGEN -2.4%, SYK -1.8%, ILMN -1.3%, QGEN -1.3%, A -1.2% -3.2% WAB (Wabtec $274.43, -9.00) -- earnings -3.0% MCO (Moody's $460.99, -14.36) -- earnings -2.9% TMO (Thermo Fisher Scientific $667.50, -19.87) -- earnings -2.8% FTNT (Fortinet $166.10, -4.83) -- Arete Research downgrade -2.5% PM (Philip Morris International $195.00, -4.90) -- earnings -2.0% SWK (Stanley Black & Decker $92.25, -1.84) -1.4% TECK (Teck Resources $63.40, -0.93) -1.4% IQV (IQVIA Holdings $264.10, -3.75) -1.4% PDD (PDD Holdings $80.50, -1.13) -1.3% HDB (HDFC Bank $22.75, -0.31) -- CFRA downgrade -1.2% BMY (Bristol Myers Squibb $60.92, -0.76) -1.2% MDT (Medtronic $93.45, -1.18) -1.2% BSX (Boston Scientific $45.05, -0.53) -1.1% ABBV (AbbVie $286.04, -3.04) -1.1% GOOGL (Alphabet $336.70, -3.57) -1.1% ACN (Accenture $236.60, -2.52) -- Baird downgrade -1.1% MO (Altria Group $73.84, -0.80) -1.0% NTRS (Northern Trust $163.86, -1.58) -- earnings -0.9% CMG (Chipotle Mexican Grill $29.39, -0.26) -- TD Cowen downgrade -0.8% TDY (Teledyne Technologies $627.45, -4.76) -- earnings -0.4% CB (Chubb Ltd. $356.45, -1.31) -- earnings -0.2% UAL (United Airlines $97.59, -0.18) -- earnings -0.2% CME (CME Group, Inc. $294.65, -0.66) -- earnings *Market cap $1B-$10B* -9.7% MRVI (Maravai Lifesciences $6.50, -0.70) -8.9% AVEX (AEVEX Corp. $13.06, -1.28) -- US Navy suspends purchases of drone ships - Bloomberg -5.6% PEGA (Pegasystems $34.20, -2.03) -- earnings -4.2% TWST (Twist Bioscience $136.77, -5.93) -4.1% MBLY (Mobileye Global $7.00, -0.30) -- RBC Capital Markets downgrade -2.5% LRN (Stride $77.00, -1.95) -- earnings -2.3% GTX (Garrett Motion $23.12, -0.55) -2.0% SG (Sweetgreen $10.46, -0.21) *Market cap <$1B* -29.2% TKNO (Alpha Teknova $5.23, -2.16) -- common stock offering of indeterminate size, guidance -6.6% XLAB (Exascale Labs Holdings Inc. $2.79, -0.20) -4.8% SPMC (Sound Point Meridian Capital $5.89, -0.30) -4.5% ABLV (Able View Global $1.93, -0.09) -4.2% BUUU (BUUU Group Ltd. $41.00, -1.79) -3.2% SVIA (Silvia $3.61, -0.12) -- cost-cutting initiative expected to deliver more than $10M in savings -2.8% BMMX (Black Mammoth Metals $3.15, -0.09) -2.8% ENRD (Einride $2.43, -0.07) -- deepens collaboration with NVIDIA: adopts NVIDIA Alpamayo for autonomous trucks Click here to view our Gainers & Decliners page Related: A, AAOI, ABBV, ABLV, ABT, ABTC, ACN, AEHR, AEVA, AIP, ALAB, ALGM, AMAT, AMBQ, AMD, AMKR, AMPX, ANET, APH, APLD, ARCO, ASPI, ASST, ATGL, AVEX, AXON, AXTI, BE, BELFB, BETA, BMMX, BMNR, BMY, BNC, BRUN, BSX, BTDR, BUUU, CB, CBRS, CEG, CGEM, CIEN, CIFR, CLH, CLS, CLSK, CME, CMG, COF, COHR, CORZ, CRDO, CRWD, CRWV, CYPH, DELL, DGXX, DHR, DOCN, DUOT, ECHO, ELV, ENRD, ENTG, EROC, ET, ETN, FISN, FLEX, FLY, FN, FORM, FPS, FRMI, FTAI, FTNT, GEMI, GEV, GLW, GLXY, GOOGL, GTX, HDB, HOOD, HPE, HSHP, HUT, ICHR, ILMN, IMSR, INTC, INVE, IQV, IREN, ISRG, KEEL, KLAC, LEU, LH, LITE, LPTH, LRCX, LRN, LUNR, LWLG, MAN, MARA, MBLY, MCB, MCO, MDT, MO, MOD, MP, MRAM, MRVI, MRVL, MSTR, MU, MXL, MYGN, NB, NBIS, NEE, NET, NFLX, NLY, NNE, NRGV, NTRS, NUAI, NVA, NVDA, NVTS, ONTO, OUST, P, PDD, PEGA, PENG, PI, PL, PM, POWL, PURR, QDEL, QGEN, QNT, RDW, RGEN, RIOT, RKLB, RMBS, ROIV, SATL, SEI, SG, SHAZ, SHMD, SMCI, SMTC, SNDK, SOLS, SPCX, SPMC, STX, SUPX, SVIA, SWK, SYK, SYM, T, TDY, TECK, TER, TKNO, TMO, TMUS, TNGX, TSEM, TSLA, TTMI, TWST, TXG, UAL, UCTT, UEC, UMAC, UNCY, USAR, UUUU, VELO, VIAV, VICR, VOYG, VRT, VSH, VST, VZ, WAB, WAT, WDC, WGO, WOLF, WULF, WYFI, XLAB, XXI, ZM...(more)	show story hide story
13-Oct-2026 07:04	VEEV Veeva Systems announces expanded partnership with IQVIA ($295.85) IQVIA (IQV) and Veeva Systems (VEEV) announced an expansion of their partnership with the selection of Veeva CTMS, eTMF, Study Startup, and Site Connect as enterprise standard applications that will be used across IQVIA clinical development studies. This extends the previously announced EDC partnership. Reference Link: Press release Related: IQV	show story hide story
01-Oct-2026 17:12	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished around session lows on Thursday. Decliners beat advancers nearly 5:1 on the XLV. Healthcare (1.30%) vs S&P 500 (0.19%). All major health groups ended lower for the session, most down (1%) to (2%) on the averages. Biotech today's leading decliner with the XBI (2.01%) turning red week-to-date. Mainly company-specific headlines in biotech, including trial results in ASCVD and FSCD. MedTech group traded split with LST stocks pulling back low- to mid-single digits after their strong performance in the month of September; Medical Devices were of little help but relatively inline. Medicare-leveraged payers declined as much as (5%) on the day; move followed the rollout of MA plan finder for CY2027. Open enrollment is now two weeks away. All three major drug distributors topped a short list of gainers on the XLV. MCK +5.3% and CAH +3.7%, with DHR (4.4%) leading all decliners on the XLV. Shares of REGN (3.1%) moderated a bit intraday following the renewal of their Sanofi arrangement. The partners reloaded their long-standing immunology collaboration that brought blockbuster Dupixent. Both McKesson and Cardinal Health announced key pharma distribution commitments from CVS Health. Pharma stocks were all red today despite a scaled back GLOBE model for drug prices in Medicare Part B. Payment model applicable to very few drugs after the exclusions. TEVA (0.7%) and Samsung Bioepis expand their global biosimilar agreement by up to six drug copies. Yesterday, Healthcare equities finished mixed to lower overall. Only Biotech and MedTech finding and holding positive territory. XBI +0.55% the leading advancer, with the TL1A class getting a boost from Merck's success in hidradentis supportiva (HS). Headwind however from MRNA (5.4%) recipient of a new sell rating at Citi, placing the stock worst on the XLV. VEEV +2.5% quietly topped short list of XLV gainers. Pennsylvania reported the fifth measles-related death of CY2026, in the nation-leading outbreak. Healthcare sector finished (1.03%) for the month of September, +6.03% for Q3, and +8.75% YTD. Macro Market started Q4 on a stronger note. Some help from lower Treasury yields, though these were somewhat volatile today (consistent with recent attention on divergence between elevated MOVE index vs flattish VIX). Long-end yields moved to fresh 24-year highs following September ISM manufacturing report reflecting continued cost pressures, but then retreated. Meanwhile 2s today had their strongest day since mid-July after seeing a 72 bp run-up in yields for Q3. Yields provided some offset for higher oil amid fading diplomatic momentum and concerns about re-escalation (Trump reportedly sending a third carrier battlegroup to the region). Market processed a few more upbeat AI headlines, including a new GOOGL model, favorable read-throughs from MU earnings, Tencent's ORCL lease. Notable Gainers +7.1% LXEO (Lexeo Therapeutics): on >2X average volume today; best performer on XBI; shares were down (29%) in September and are currently (64%) YTD +5.4% UTHR (United Therapeutics): follow-through, shares were +13% yesterday; upgraded at BTIG; second-best on XBI +5.3% MCK (McKesson): extends distribution agreement with CVS; best performer on XLV +4.9% WVE (Wave Life Sciences): regulatory alignment in AATD program; initiation +4.7% XENE (Xenon Pharmaceuticals): insiders buying +3.9% KOD (Kodiak Sciences): 13D filing (Baker Bros buying) +3.7% CAH (Cardinal Health): extends distribution agreement with CVS +3.2% COR (Cencora): sympathy to MCK/CAH Notable Decliners -22.4% NKTR (Nektar Therapeutics): trial results for rezpeg presented at EADV; worst performer on XBI -22.1% AGMB (AgomAb Therapeutics NV): trial results in FSCD -18.2% FHTX (Foghorn Therapeutics): small-cap biotech; pipeline decisions and 40% RIF announced; downgraded at Citizens -7.8% VRDN (Viridian Therapeutics): on >2X average volume -7.5% LQDA (Liquidia): follow-through, shares were (57%) yesterday; downgraded at BTIG and Raymond James -5.6% GLUE (Monte Rosa Therapeutics): trial results in ASCVD; initiation -5.5% CELC (Celcuity): on average volume; shares down (25%) YTD -4.4% DHR (Danaher): worst performer on XLV; shares down (6%) WTD -4.0% ABVX (Abivax): on average volume; ADRs down (29%) YTD -3.5% INCY (Incyte): second-worst on XLV -3.4% AMGN (Amgen): on below average volume -3.3% TMO (Thermo Fisher Scientific): -3.1% REGN (Regeneron): updated immunology agreement with Sanofi; upgraded at Argus Research -3.0% IQV (IQVIA Holdings): shares (4%) WTD McKesson, Cardinal higher on extended distribution agreements MCK announced it has extended its pharma distribution agreement with CVS Health (CVS) through June 2032, and reaffirmed FY27 adj EPS guidance bracketing consensus, plus its long-term growth rate of 13-16%. CAH announced it has extended its pharma distribution agreement with CVS Health (CVS) through June 2032, and reaffirmed FY27 NG EPS guidance bracketing consensus, plus its LT EPS growth rate of 12-14%. Regeneron and Sanofi renew and expand their immunology alliance Trading update with XBI (0.53%): REGN (2.7%), SNY +0.2% Pre-open on Thursday, Regeneron and Sanofi announced an expansion of their successful development and commercial alliance which dates back to 2003 and brought us Dupixent. Four new long-acting, Regeneron-invented antibodies are added, delivering $1B in upfront payments and up to $7B in contingent milestone payments. On the call: With regard to Dupixent, "LOE anywhere is coming in March 2031", but actively working to "extend this by a few years" for the US market. Medicare Advantage plan finder revealed ahead of OE27 Medicare Advantage providers issued press releases announcing their plan offerings for CY2027. Open Enrollment period begins 15-Oct and runs through 7-Dec. (ALHC, CLOV, CNC, ELV, HUM, UNH) Investors remain focused on the upcoming Stars announcements, expected in approximately one week (8-Oct). CMS finalizes GLOBE drug pricing model for Medicare Part B CMS-5545-F (585pp); Press release Excerpt: GLOBE excludes biosimilars and their reference biologicals once a biosimilar enters the market in the United States. The model will also exclude orphan-only drugs, plasma-derived products, and certain cell and gene therapies, a change from the proposed rule made in response to public comments. Teva Pharma and Samsung Bioepis expand biosimilar collaboration TEVA and Samsung Bioepis (0126Z0.KS) expanded their existing collaboration, and today announced a global development and commercialization agreement covering up to six (6) potential biosimilar medicines. Deal includes two named programs, SB41 (bFasenra) and SB44 (bIlaris). Teva gets commercial rights in US, Europe, Canada. Samsung Bioepis will be responsible for the development, regulatory registration, and manufacture of the biosimilars. Fasenra is marketed by AZN.LN; Ilaris is marketed by NOVN.SW. Trial results in SMID-cap biotech AGMB announced results of the 48-week OLE portion of the Phase 2a STENOVA trial evaluating ontunisertib in patients with FSCD. Favorable safety and tolerability profile maintained through up to 60 weeks of treatment. Results support initiation of global NOV-ERA Phase 2b study in FSCD in the coming months. GLUE announced data from phase 1 GFORCE-1 study evaluating MRT-8102 for the treatment of inflammatory conditions driven by the NEK7/NLRP3 pathway. Robust and sustained NEK7 degradation observed across 5 mg, 20 mg, and 40 mg once-daily dose levels, with similar biomarker reductions at all three doses - key pathogenic drivers of ASCVD. Phase 2 trials planned across coronary artery disease, gout, and moderate to severe hidradenitis suppurativa (HS). Notable research in Healthcare today Pharma: AZN.LN (AZN) downgraded to hold from buy at Intron Health (Naresh Chouhan), target cut to 13000p from 17000p or approx. 8% upside. (FactSet average PT 16041p; range 11669-20147p) TEVA initiated buy at TD Cowen, target is $55 or approx. 39% upside. (FactSet average PT $46; range $40-55) Stifel analyst Dara Azar publishes deep dive on ADCs, a field crowded with large-cap pharma names - and initiates two small-cap biotech names. Biotech: REGN upgraded to buy from hold at Argus Research, target is $850 or approx. 12% upside. (FactSet average PT $856; range $737-1030) UTHR upgraded to buy from neutral at BTIG (Julian Harrison), target is $728 or approx. 34% upside. (FactSet average PT $638; range $321-725) LQDA downgraded to neutral from buy at BTIG (Julian Harrison) LQDA downgraded to outperform from strong buy at Raymond James (Ryan Deschner), target cut to $53 from $106 or approx. 75% upside. (FactSet average PT $84; range $40-130) FHTX downgraded to market perform from market outperform at Citizens (Silvan Turkcan). ELVN initiated overweight at JPMorgan (Pryanka Grover), target is $75 or approx. 64% upside. (FactSet average PT $74; range $65-82) IMNM initiated hold at Stifel (Dara Azar), target is $24 or approx. 12% upside. KURA initiated overweight at JPMorgan (Hardik Parikh), target is $30 or approx. 180% upside. (FactSet average PT $32; range $15-76) SYRE initiated overweight at JPMorgan (Hardik Parikh), target is $110 or approx. 24% upside. (FactSet average PT $121; range $110-130) WVE initiated buy at Ladenburg Thalmann, target is $10 or approx. 170% upside. (FactSet average PT $19; range $10-42) WHWK initiated buy at Stifel (Dara Azar), target is $9 or approx. 139% upside. MedTech: VEEV added to Tactical Ideas List at Wells Fargo (Stan Berenshteyn) for CQ4 (FQ3). Post-close news Research: FHTX downgraded to neutral from buy at BTIG (Jeet Mukherjee) FHTX downgraded to hold from buy at TD Cowen (Yaron Werber) On Deck: Conferences (cont.): EASD 2026 (Sep 28 - Oct 2) (cont.): WMS Congress 2026 (Sep 29 - Oct 3) (cont.): ISSjD 2026 (Sep 29 - Oct 2) (cont.): EADV Congress 2026 (Sep 30 - Oct 3) Peek Ahead to next week (Oct 5-11) Tue 6-Oct: Investor Day (OABI) Wed 7-Oct: Investor Day (NEOG) Thu 8-Oct: CMS release of 2027 Star Ratings for Medicare Advantage (CVS, HUM, UNH, CNC, MOH) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 0126Z0.KS, ABVX, AGMB, ALHC, AMGN, AZN.LN, CAH, CELC, CLOV, CNC, COR, CVS, DHR, ELV, ELVN, FHTX, GLUE, HUM, IMNM, INCY, IQV, KOD, KURA, LQDA, LXEO, MCK, MOH, NEOG, NKTR, NOVN.SW, OABI, REGN, SNY, SYRE, TEVA, TMO, UNH, UTHR, VEEV, VRDN, WHWK, WVE, XENE...(more)	show story hide story
30-Sep-2026 17:19	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to lower overall on Wednesday. Decliners beat advancers by more than 7:1 on the XLV, around peak level of negative breadth. Healthcare (1.39%) vs S&P 500 (0.25%). Major health groups ended widely mixed for the session, with only Biotech and MedTech finding and holding positive territory. Decliners saw even more choppy price action. Pharma, Services and Managed Care all down more than (1%) on the averages. CI (1.3%) in choppy trading after Investor Day. XBI +0.55% today's leading advancer, with the TL1A class getting a boost from Merck's success in hidradentis supportiva (HS). Headwind however from MRNA (5.4%) recipient of a new sell rating at Citi, placing the stock worst on the XLV. VEEV +2.5% quietly topped short list of XLV gainers. The software name nearly found green territory for the month of September (0.08%). Overall sector news was relatively quiet on the final session of the month and quarter. Healthcare sector finished (1.03%) for the month of September, +6.03% for Q3, and +8.75% YTD. Pennsylvania reported the fifth measles-related death of CY2026, in the nation-leading outbreak. Moderna downgraded to sell at Citi, citing unjustifiable valuation amid the runup for its oncology opportunity. Small-cap biotech Connect Biopharma announced midstage trial results in adults with COPD. Overnight, Eli Lilly presented detailed results for GGG agonist in obesity with diabetes at EASD. High-dose retatrutide demonstrated impressive results in weight loss and A1C reductions. Yesterday, Healthcare were mostly lower and generally inline with the tape. Newsflow light, with interest rate expectations entering the narrative in afternoon trading. Huntington's data update from uniQure remained a headwind to the XBI. AstraZeneca's $2B investment in Summit Therapeutics reignited interest in bispecifics. Managed Care focus turns to Stars update, expected by 8-Oct. Macro Stocks faded into the close, finishing near session lows despite Mag 7 outperformance. Breadth negative again amid continued debate about how the divergence between weak breadth and index-level resilience gets resolved. Rates still a big area of focus with Treasuries failing to sustain earlier gains following a cooler core PCE print (and another move lower in October Fed tightening odds) and long end yields seeing further upward pressure. Rates seemingly back to trading with oil, where dampened diplomatic traction appears to be overshadowing better flow dynamics. Pretty quiet overall heading into month- and quarter-end and ahead of MU earnings after the close, ISM manufacturing on Thursday and NFP on Friday. Notable Gainers +16.8% MNKD (MannKind): court ruling against LQDA; best performer on XBI +16.7% CTNM (Contineum Therapeutics): follow-through, shares were (10%) yesterday +12.5% UTHR (United Therapeutics): court ruling against LQDA +10.9% CNTB (Connect Biopharma Holdings): trial results in COPD +10.5% CAPR (Capricor Therapeutics): trial results in DMD presented at WMS; B Riley reiterates buy rating +6.9% IBRX (ImmunityBio): shares +377% YTD +5.9% SGMT (Sagimet Biosciences): trial results in acne vulgaris at EADV +5.2% ACHV (Achieve Life Sciences): initiation +5.1% SYRE (Spyre Therapeutics): read-across from MRK TL1A; shares +172% YTD +4.3% STTK (Shattuck Labs): read-across from MRK TL1A; shares +87% YTD +3.8% TWST (Twist Bioscience): shares were +4% yesterday +3.8% HIMS (Hims & Hers Health): shares (8%) YTD +3.2% SMMT (Summit Therapeutics): follow-through +2.8% CELC (Celcuity): launches Revtorpyk +2.6% GRAL (GRAIL, Inc.): follow-through, shares +64% YTD +2.5% VEEV (Veeva Systems): on average volume; best performer on XLV Notable Decliners -57.2% LQDA (Liquidia): court ruling against UTHR -35.0% RFL (Rafael Holdings): small-cap biotech; trial results in NPC -13.2% QTTB (Q32 Bio): poster presentation at EADV -5.5% OCGN (Ocugen): worst performer on XBI -5.5% CMPX (Compass Therapeutics): second-worst on XBI; follow-through, shares (56%) in September -5.4% MRNA (Moderna): downgraded at Citi; worst performer on XLV -2.9% AVAH (Aveanna Healthcare Holdings): on unusual volume -2.7% MRK (Merck): presented TL1A in HS at EADV -2.5% ZBH (Zimmer Biomet Holdings): shares (11%) in September and (1%) YTD -2.4% COR (Cencora): on average volume; sympathy to CI / defended at Leerink -2.4% VNDA (Vanda Pharmaceuticals): trial results in DSWPD -2.0% EW (Edwards Lifesciences): on strong volume; sell-side previews of PROGRESS Cigna shares volatile around Investor Day meeting; also Cencora in reaction CI reaffirmed FY26 guidance in press release ahead of today's Investor Day meeting (begins at 8:30ET). Company also provides 2026-30 financial targets, including 10-14% adj EPS CAGR, and ~$50B in cumulative CFO. Targets also included one for specialty distribution, and Cigna introduced a new "wholesale distribution channel", which led to some early volatility for shares of COR. Eli Lilly data for GGG agonist continues to impress, shares flat however LLY announced detailed results from its phase 3 TRIUMPH-2 study of the triple G agonist (GGG) retatrutide at EASD. Results were simultaneously published in The Lancet. At the high dose 12mg, participants lost 20.8% (or 16.8% pbo adj) at 80 weeks. Participants with BMI >35 lost 23.4% or on average 60 pounds. At the end of the study, nearly 60% of those on high-dose no longer met the BMI criteria for obesity. TL1A stocks trading higher in apparent reaction to Merck's HS data at EADV Mid-morning trading update: STTK +9.0%, SYRE +6.6%, MRK (1.5%) While Spyre was not active at EADV, the move appears to be a reaction to Merck's presentation at EADV for TL1A mAb tulisokibart for hidradentis supportiva (HS). Wells Fargo (overweight MRK) sees HS an underappreciated opportunity for Merck and the TL1A class of drugs. Cantor Fitzgerald (overweight STTK) highlights read-across for Shattuck Labs. StreetAccount notes that Spyre's drug pipeline is currently focused on TL1A for IBD and HS. Shattuck's DR3 antibodies (receptor for TL1A) are entering the clinic for both IBD and HS. Liquidia resumes trading at $35/shr or (51%) on the session Afternoon trading update: LQDA (51.0%), UTHR +13.1%, MNKD +12.6% Shares of Liquidia were halted after today's court ruling which found the defendant had infringed upon United Therapeutics '327 patent. Liquidia CEO issued a statement in disagreement with the court, and that the company plans to pursue all appellate options. FDA approves Camzyos sNDA for adolescents with symptomatic obstructive HCM Camzyos (BMY) is the first treatment for children with symptomatic obstructive hypertrophic cardiomyopathy (oHCM) to improve functional capacity and symptoms. FDA press release Competitor: CYTK Myqorzo Trial results in SMID-cap biotech VNDA announced topline results from its pivotal Phase III study of HETLIOZ in adults with Delayed Sleep-Wake Phase Disorder (DSWPD). Study met its primary endpoint. Company plans to file sNDA for the indication. CNTB announced topline results from its phase 2 study evaluating IL-4Ra monoclonal antibody rademikibart (2096.HK) as an add-on treatment for acute exacerbations in adults with COPD. Treatment significantly reduced the rate of treatment failure through one month by 81% (p=0.0122), and significantly reduced the rate of new exacerbations by 85% over the same. Company plans to engage FDA on phase 3 alignment. Notable research in Healthcare today Biotech: MRNA downgraded to sell from neutral at Citi (Geoff Meacham), target increased however to $80 from $60 or approx. 61% downside. (FactSet average PT $115; range $40-170) ACHV initiated buy at Stifel (James Condulis), target is $18 or approx. 134% upside. JAZZ initiated buy at Citi (Geoff Meacham), target is $325 or approx. 40% upside. NUVB initiated buy at Citi (Geoff Meacham), target is $12 or approx. 114% upside. TRAX initiated buy at Canaccord Genuity (Edward Nash), target is $50 or approx. 39% upside. Wells Fargo transferring coverage of KNSA, STRO, and ZNTL to Yanan Zhu, XNCR to Derek Archila. Estimates, targets and ratings maintained. Dropping coverage of another ten (10) SMID-cap biotech stocks. MedTech: UBS analyst Kevin Caliendo resumes coverage of the CRO space. Top picks are CRL and IQV with buy ratings. Neutral ratings on FTRE, CERT, ICLR, MEDP Wells Fargo dropping coverage of nineteen (19) large-cap Diagnostics and Life Sciences Tools, citing analyst change. (A, BLLN, GH, NTRA, WAT, others) Jefferies analyst Tycho Peterson publishes research on AI-driven drug discovery, which the firm believes will equate to more wet-lab spending not less. Tools stocks a beneficiary. Highlights RVTY from the AI angle. Post-close news Regulatory: CMS finalizes GLOBE drug pricing model for Medicare Part B. CMS-5545-F (585pp) Press release Excerpt: GLOBE excludes biosimilars and their reference biologicals once a biosimilar enters the market in the United States. The model will also exclude orphan-only drugs, plasma-derived products, and certain cell and gene therapies, a change from the proposed rule made in response to public comments. Trial results: GLUE schedules investor call for tomorrow morning, 8:00ET, to discuss results from phase 1 GFORCE-1 study of MRT-8102 in ASCVD. Shares trading +8.4% in the after-hours Research: Stifel analyst Dara Azar publishes deep dive on ADCs - and initiates two small-cap biotech names. IMNM initiated hold at Stifel (Dara Azar), target is $24 or approx. 12% upside. Shares trading (1.3%) in the after-hours WHWK initiated buy at Stifel (Dara Azar), target is $9 or approx. 139% upside. Shares trading +2.4% in the after-hours On Deck: Conferences (cont.): EASD 2026 (Sep 28 - Oct 2) (cont.): WMS Congress 2026 (Sep 29 - Oct 3) (cont.): ISSjD 2026 (Sep 29 - Oct 2) (cont.): EADV Congress 2026 (Sep 30 - Oct 3) UBS Virtual Oncology Day (Oct 1) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 2096.HK, A, ACHV, AVAH, BLLN, BMY, CAPR, CELC, CERT, CI, CMPX, CNTB, COR, CRL, CTNM, CYTK, EW, FTRE, GH, GLUE, GRAL, HIMS, IBRX, ICLR, IMNM, IQV, JAZZ, KNSA, LLY, LQDA, MEDP, MNKD, MRK, MRNA, NTRA, NUVB, OCGN, QTTB, RFL, RVTY, SGMT, SMMT, STRO, STTK, SYRE, TRAX, TWST, UTHR, VEEV, VNDA, WAT, WHWK, XNCR, ZBH, ZNTL...(more)	show story hide story
30-Sep-2026 08:21	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Moderna downgraded to sell at Citi, citing unjustifiable valuation amid the runup for its oncology opportunity. Share of MRNA (7%) in the pre-market. Small-cap biotech Connect Biopharma announced midstage trial results in adults with COPD. Shares are +86% in the pre-market. Overnight, Eli Lilly presented detailed results for GGG agonist in obesity with diabetes at EASD. High-dose retatrutide demonstrated impressive results in weight loss and A1C reductions. Shares of LLY trading little changed in the pre-market. Yesterday, Healthcare were mostly lower and generally inline with the tape. Newsflow light, with interest rate expectations entering the narrative in afternoon trading. Huntington's data update from uniQure remained a headwind to the XBI. AstraZeneca's $2B investment in Summit Therapeutics reignited interest in bispecifics. Managed Care focus turns to Stars update, expected by 8-Oct. Macro S&P futures are little changed on Wednesday morning. Quiet heading into month-and quarter-end and some high profile earnings (MU after the close) and economic data (PCE inflation today, ISM manufacturing on Thursday and NFP on Friday) over the next few days. Rates continue to get outsized attention with recent focus on comments from Fed's Williams that only one more rate hike may be needed this year, headwinds from corporate supply, breakdown in correlation with oil, and stretched short positioning. When it comes to oil, latest reports have flagged dampened diplomacy traction, a continued pickup in oil flows and still very tight product markets. In terms of AI, focus has been on more agentic offerings on the heels of the Muse momentum (and more competition for enterprise software), cheaper frontier models and a still favorable capex and earnings backdrop. Pre-market trading update Trading higher +85.5% CNTB trial results in COPD; call at 800ET +14.8% CAPR trial results in DMD presented at WMS +10.9% SGMT trial results in acne vulgaris at EADV +8.1% QTTB poster presentation at EADV +4.3% NUVB initiation +4.0% VNDA trial results in DSWPD +3.6% ACHV initiation (low volume) +0.9% CTNM follow-through (low volume) +0.9% BMY follow-through +0.7% JAZZ initiation Trading lower -30.5% RFL small-cap biotech; trial results in NPC; call at 830ET -6.8% MRNA downgraded at Citi -6.0% AVAH on 82K shares Pharma Trial results: LLY announced detailed results from its phase 3 TRIUMPH-2 study of the triple G agonist (GGG) retatrutide at EASD. Results were simultaneously published in The Lancet. At the high dose 12mg, participants lost 20.8% (or 16.8% pbo adj) at 80 weeks. Participants with BMI >35 lost 23.4% or on average 60 pounds. At the end of the study, nearly 60% of those on high-dose no longer met the BMI criteria for obesity. Regulatory: ROP.SW announced that the NDA in RMS and PPMS for BTK inhibitor fenebrutinib has been accepted for priority review at FDA. Biotech Trial results: VNDA announced topline results from its pivotal Phase III study of HETLIOZ in adults with Delayed Sleep-Wake Phase Disorder (DSWPD). Study met its primary endpoint. Company plans to file sNDA for the indication. CNTB announced topline results from its phase 2 study evaluating IL-4Ra monoclonal antibody rademikibart (2096.HK) as an add-on treatment for acute exacerbations in adults with COPD. Treatment significantly reduced the rate of treatment failure through one month by 81% (p=0.0122), and significantly reduced the rate of new exacerbations by 85% over the same. Company plans to engage FDA on phase 3 alignment. Conf. call at 8:00ET Corporate: MRNA announced the rehiring of Juan Andres, to the newly created role of COO, effective 5-Oct-2026. Company also announced that Jerh Collins, who had replaced Andres in 2022 as CTO, will retire from the company. Research: MRNA downgraded to sell from neutral at Citi (Geoff Meacham), target increased however to $80 from $60 or approx. 61% downside. (FactSet average PT $115; range $40-170) ACHV initiated buy at Stifel (James Condulis), target is $18 or approx. 134% upside. JAZZ initiated buy at Citi (Geoff Meacham), target is $325 or approx. 40% upside. NUVB initiated buy at Citi (Geoff Meacham), target is $12 or approx. 114% upside. TRAX initiated buy at Canaccord Genuity (Edward Nash), target is $50 or approx. 39% upside. Wells Fargo transferring coverage of KNSA, STRO, and ZNTL to Yanan Zhu, XNCR to Derek Archila. Estimates, targets and ratings maintained. Dropping coverage of another ten (10) SMID-cap biotech stocks. Life Science & MedTech Research: UBS analyst Kevin Caliendo resumes coverage of the CRO space. Top picks are CRL and IQV with buy ratings. Neutral ratings on FTRE, CERT, ICLR, MEDP Wells Fargo dropping coverage of nineteen (19) large-cap Diagnostics and Life Sciences Tools, citing analyst change. (A, BLLN, GH, NTRA, WAT, others) Managed Care Corporate: CI reaffirms FY26 guidance in press release ahead of today's Investor Day meeting (begins at 8:30ET). Company also provides 2026-30 financial targets, including 10-14% adj EPS CAGR, and ~$50B in cumulative CFO. On Deck: Conference (cont.): EASD 2026 (Sep 28 - Oct 2) (cont.): WMS Congress 2026 (Sep 29 - Oct 3) (cont.): ISSjD 2026 (Sep 29 - Oct 2) EADV Congress 2026 (Sep 30 - Oct 3) on Thu 1-Oct: UBS Virtual Oncology Day (Oct 1) Corporate CI Investor Day (8:30ET) LLY to present new data on Foundayo, retatrutide, and eloraTZP at EASD 2026 Regulatory on Wed 30-Sep: BMY FDA PDUFA for Camzyos sNDA for adolescents with symptomatic obstructive HCM This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 2096.HK, A, ACHV, AVAH, BLLN, BMY, CAPR, CERT, CI, CNTB, CRL, CTNM, FTRE, GH, ICLR, IQV, JAZZ, KNSA, LLY, MEDP, MRNA, NTRA, NUVB, QTTB, RFL, ROP.SW, SGMT, STRO, TRAX, VNDA, WAT, XNCR, ZNTL...(more)	show story hide story
29-Sep-2026 17:00	UBS initiates FTRE; assumes CERT, CRL, ICLR, others Initiated: Fortrea Holdings (FTRE $19.74) initiated neutral with $22 target, 11% upside (FactSet average target $21.35; range $13-26) Assumed: Charles River Laboratories (CRL $295.96) assumed buy; target is $357, 21% upside (FactSet average target $313.79; range $219-340) IQVIA Holdings (IQV $268.99) assumed buy; target is $345, 28% upside (FactSet average target $286.65; range $250-329) Certara (CERT $9.26) assumed neutral; target is $10, 8% upside (FactSet average target $8.34; range $7-10) ICON plc (ICLR $170.35) assumed neutral; target is $195, 14% upside (FactSet average target $188.33; range $160-220) Medpace Holdings (MEDP $622.11) assumed neutral; target is $673, 8% upside (FactSet average target $602.36; range $492-692) Analyst is Kevin Caliendo Related: CERT, CRL, FTRE, ICLR, IQV, MEDP...(more)	show story hide story
28-Sep-2026 22:58	BX Bain considered frontrunner in contest to acquire Blackstone's Nucleus Network - Australian Financial Review ($114.56) Sources tell the AFR Bain is ahead of IQVIA and has 'seen off' Boyu Capital. See Related StreetAccount comments: 7/13/2026 5:26:32 PM - Blackstone launches sale process for Nucleus Network - The Australian 1/18/2026 2:59:58 PM - Blackstone preparing to sell Nucleus Network - Australian Financial Review Related: IQV, 0BTN6Y-E, 0GD1SF-E Reference Link: Australian Financial Review	show story hide story
23-Sep-2026 10:03	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (157 total) 52-Week Highs: 48 total A (Agilent Technologies $167.80, +0.60) +0.3%; 52-week +32.9% ABBV (AbbVie $266.50, +1.30) +0.5%; 52-week +19.7% AMD (Advanced Micro Devices $616.40, -7.30) -1.2%; 52-week +285.8% ATRC (AtriCure $60.70, +1.90) +3.3%; 52-week +61.9% BBY (Best Buy Co. $95.80, +1.00) +1.1%; 52-week +32.5% BFLY (Butterfly Network $9.30, -0.60) -6.0%; 52-week +330.0% BIIB (Biogen $226.30, +0.90) +0.4%; 52-week +60.9% BLFS (BioLife Solutions $38.10, +0.10) +0.2%; 52-week +50.9% CBAT (CBAK Energy Technology $1.30, -0.00) +0.8%; 52-week +47.8% CBNA (Chain Bridge Bancorp $48.10, -1.20) -2.5%; 52-week +51.3% CDNA (CareDx 56.80, +0.30) +0.6%; 52-week +279.0% CRWD (CrowdStrike $253.80, +3.80) +1.5%; 52-week +105.9% DBRG (DigitalBridge Group $16.00, -0.00) +0.1%; 52-week +29.8% DE (Deere & Co. $719.70, +16.60) +2.4%; 52-week +53.4% DT (Dynatrace $58.50, +1.30) +2.3%; 52-week +20.5% FFIV (F5, Inc. $461.00, +7.70) +1.7%; 52-week +39.6% FIVN (Five9 $39.00, +0.30) +0.8%; 52-week +42.4% FTNT (Fortinet $176.00, +1.80) +1.0%; 52-week +107.1% GIC (Global Industrial $41.70, -0.20) -0.5%; 52-week +13.5% GMAB (Genmab $35.40, +0.20) +0.5%; 52-week +23.8% HALO (Halozyme Therapeutics $116.00, +0.90) +0.7%; 52-week +48.2% HBB (Hamilton Beach Brands Holding $34.30, +0.20) +0.6%; 52-week +135.9% ILMN (Illumina $253.40, +5.90) +2.4%; 52-week +149.7% IOSP (Innospec $96.00, -0.10) -0.1%; 52-week +21.2% IQV (IQVIA Holdings $273.10, +3.10) +1.1%; 52-week +45.4% JACS (Jackson Acquisition Co. II $10.80, -0.00) +0.2%; 52-week +3.9% KRT (Karat Packaging $51.60, -0.60) -1.1%; 52-week +112.9% MRNA (Moderna $191.00, +8.40) +4.6%; 52-week +619.1% NEOG (Neogen $14.00, -0.00) -0.1%; 52-week +143.2% NET (Cloudflare $359.80, +6.80) +1.9%; 52-week +57.6% OKTA (Okta, Inc. $199.60, +3.00) +1.5%; 52-week +116.1% QRVO (Qorvo $121.10, +2.70) +2.2%; 52-week +25.7% RAC (Rithm Acquisition Corp. $10.60, -0.00) +0.4%; 52-week +3.5% RBRK (Rubrik $112.40, +0.50) +0.5%; 52-week +39.6% RGEN (Repligen Corp. $187.30, +0.60) +0.3%; 52-week +48.7% RNG (RingCentral $80.00, +0.30) +0.4%; 52-week +148.6% RSKD (Riskified $6.90, -0.10) -1.1%; 52-week +46.3% SDHI (Siddhi Acquisition Corp. $10.60, -0.00) +0.2%; 52-week +4.0% SECZ (Securitize $14.20, +1.20) +8.9%; 52-week +33.0% SWKS (Skyworks Solutions $92.50, +2.60) +2.9%; 52-week +11.5% TISI (Team Inc $29.00, +0.40) +1.4%; 52-week +61.3% TMO (Thermo Fisher Scientific $662.80, +4.20) +0.6%; 52-week +39.5% TWIN (Twin Disc $26.10, +0.20) +0.8%; 52-week +79.4% TWLO (Twilio $295.00, +10.40) +3.7%; 52-week +180.4% UGP (Ultrapar Participacoes $7.70, -0.00) 0.0%; 52-week +98.2% WCCB (West Coast Community Bancorp $61.40, +1.20) +1.9%; 52-week +45.3% WNDW (SolarWindow Technologies $1.90, -0.20) -7.3%; 52-week +141.7% WOR (Worthington Enterprises $60.70, +1.70) +2.9%; 52-week -0.6% 52-Week Lows: 109 total; due to the volume, we are only displaying those with market cap >$13B ATO (Atmos Energy $155.60, -1.70) -1.1%; 52-week -4.5% AZO (AutoZone $2787.80, -107.00) -3.7%; 52-week -32.4% BWXT (BWX Technologies $144.90, +0.40) +0.3%; 52-week -18.7% CCL (Carnival $21.60, -0.70) -3.2%; 52-week -29.8% CMS (CMS Energy Corp $63.40, -0.80) -1.3%; 52-week -10.0% CRH (CRH plc $85.30, -2.80) -3.1%; 52-week -25.7% DTE (DTE Energy $123.50, -1.90) -1.6%; 52-week -9.3% EXC (Exelon $41.10, -0.70) -1.7%; 52-week -5.3% FIS (Fidelity National Information Services $34.40, -0.60) -1.6%; 52-week -46.8% FISV (Fiserv $45.30, -0.80) -1.7%; 52-week -65.3% KEP (Korea Electric Power $10.90, -0.40) -3.3%; 52-week -17.4% LHX (L3Harris Technologies $241.10, +1.20) +0.5%; 52-week -15.2% LNT (Alliant Energy $63.70, -0.90) -1.4%; 52-week -0.8% LVS (Las Vegas Sands $39.10, -0.60) -1.5%; 52-week -26.0% MCD (McDonald's $238.60, -11.80) -4.7%; 52-week -21.3% NI (NiSource $39.20, -0.70) -1.6%; 52-week -5.0% NRG (NRG Energy $100.50, -2.30) -2.2%; 52-week -41.2% O (Realty Income $55.40, -1.10) -1.9%; 52-week -6.1% PCG (PG&E $12.50, -0.40) -2.7%; 52-week -14.6% PEG (Public Service Enterprise Group $68.00, -1.10) -1.6%; 52-week -16.8% PPL (PPL Corp $32.50, -0.40) -1.2%; 52-week -8.9% RCL (Royal Caribbean Group $222.80, -12.10) -5.1%; 52-week -32.3% SRE (Sempra $79.50, -1.50) -1.9%; 52-week -3.5% STLA (Stellantis $4.80, -0.10) -1.6%; 52-week -51.2% STZ (Constellation Brands $115.60, -2.00) -1.7%; 52-week -13.4% SUI (Sun Communities $113.30, -0.40) -0.4%; 52-week -11.9% TU (Telus $8.40, -0.20) -1.8%; 52-week -46.7% TXT (Textron $77.70, -0.20) -0.2%; 52-week -6.9% WEC (WEC Energy Group $101.80, -1.10) -1.0%; 52-week -7.4% XEL (Xcel Energy $71.20, -0.90) -1.2%; 52-week -1.6% # highs/lows by sector (157 in total) Commercial Services - 1 highs, 4 lows Communications - 0 highs, 2 lows Consumer Durables - 1 highs, 1 lows Consumer Non-Durables - 0 highs, 6 lows Consumer Services - 0 highs, 15 lows Distribution Services - 0 highs, 2 lows Electronic Technology - 3 highs, 4 lows Finance - 6 highs, 28 lows Health Services - 0 highs, 1 lows Health Technology - 15 highs, 7 lows Industrial Services - 0 highs, 1 lows Non-Energy Minerals - 0 highs, 3 lows Process Industries - 2 highs, 2 lows Producer Manufacturing - 5 highs, 4 lows Retail Trade - 3 highs, 2 lows Technology Services - 12 highs, 7 lows Transportation - 0 highs, 1 lows Utilities - 0 highs, 19 lows Related: A, ABBV, ACR, ADC, AIV, ALHC, AMD, AOMR, AQN, ARI, ARRY, ATO, ATRC, AVA, AXG, AZO, BBOT, BBY, BFLY, BIIB, BLFS, BLND, BROS, BWXT, BXMT, BYD, CBAT, CBNA, CCAP, CCL, CDNA, CHDN, CMPX, CMS, CMTG, CRH, CRWD, CUK, DBRG, DE, DOUG, DT, DTE, EXC, FCN, FCPT, FFIV, FIS, FISV, FIVN, FLO, FTNT, FWRG, GBFH, GIC, GLPI, GMAB, GOGO, HALO, HBB, HE, HUBG, IHRT, ILMN, INSE, IOSP, IQV, JACS, JBGS, KDK, KEP, KNF, KRMN, KRT, LADR, LCTX, LENZ, LHX, LMND, LNT, LU, LVS, LXEO, MCD, MGEE, MGPI, MRNA, NCLH, NCMI, NEOG, NET, NHI, NI, NRG, O, OGS, OI, OKTA, OPFI, OXM, PCG, PEG, PNR, POOL, PPL, PRVA, PTLO, QFIN, QRVO, RAC, RBRK, RCL, RGEN, RNG, ROAD, RRR, RSKD, SDHI, SECZ, SFD, SLRC, SNN, SPXC, SRE, SRG, SSTK, STLA, STUB, STZ, SUI, SWKS, TAP, TDUP, TISI, TMO, TPB, TREE, TRIP, TRTX, TTD, TU, TWIN, TWLO, TXT, UGP, USGO, UVV, WCCB, WD, WEC, WING, WNDW, WOR, WU, WVE, WYNN, XEL, YELP...(more)	show story hide story
17-Sep-2026 10:05	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (99 total) 52-Week Highs: 59 total; due to the volume, we are only displaying those with market cap >$4B AVTR (Avantor $15.90, +0.30) +1.7%; 52-week +24.9% BBY (Best Buy Co. $95.30, +2.90) +3.1%; 52-week +28.8% CLMT (Calumet $58.30, +0.30) +0.6%; 52-week +202.9% CMBT (CMB.TECH $20.70, +1.10) +5.4%; 52-week +120.3% CRBG (Corebridge Financial $35.50, +0.60) +1.8%; 52-week +13.1% CVI (CVR Energy $53.30, +0.20) +0.4%; 52-week +60.6% DELL (Dell Technologies $581.60, +18.30) +3.3%; 52-week +355.5% DINO (HF Sinclair $113.70, -0.30) -0.2%; 52-week +115.7% DK (Delek US Holdings $79.90, +0.70) +0.9%; 52-week +154.0% DT (Dynatrace $55.60, +0.40) +0.8%; 52-week +16.3% GH (Guardant Health $180.60, +5.70) +3.3%; 52-week +226.0% ILMN (Illumina $241.40, +12.50) +5.5%; 52-week +137.9% INSW (International Seaways $111.90, +2.60) +2.3%; 52-week +131.2% IOVA (Iovance Biotherapeutics $10.40, +0.50) +5.4%; 52-week +352.1% IQV (IQVIA Holdings $273.00, +4.20) +1.6%; 52-week +46.2% NSIT (Insight Enterprises $165.80, +0.60) +0.4%; 52-week +37.7% PSX (Phillips 66 $266.70, +2.00) +0.8%; 52-week +100.4% RVTY (Revvity $148.70, +3.00) +2.1%; 52-week +74.4% SMTC (Semtech $174.60, +7.10) +4.2%; 52-week +179.2% STNG (Scorpio Tankers $87.50, +1.90) +2.2%; 52-week +44.3% TAK (Takeda Pharmaceutical $19.00, +0.40) +2.2%; 52-week +26.0% TMO (Thermo Fisher Scientific $654.60, +6.10) +0.9%; 52-week +36.2% TWST (Twist Bioscience $158.10, +15.00) +10.5%; 52-week +483.8% TXG (10X Genomics $77.60, +4.90) +6.7%; 52-week +490.8% WAT (Waters $430.60, +12.00) +2.9%; 52-week +42.1% 52-Week Lows: 40 total AAPG (Ascentage Pharma $15.10, -0.30) -2.0%; 52-week -61.5% ALHC (Alignment Healthcare $8.60, -0.10) -1.7%; 52-week -48.2% AON (Aon Plc $297.80, -2.70) -0.9%; 52-week -16.5% AS (Amer Sports $26.40, -0.70) -2.5%; 52-week -28.7% ASR (ASUR $246.80, -1.50) -0.6%; 52-week -26.8% BHR (Braemar Hotels & Resorts $1.80, -0.00) 0.0%; 52-week -39.4% BILI (Bilibili $14.50, -0.40) -2.8%; 52-week -47.1% BOOT (Boot Barn Holdings $122.60, -0.10) -0.1%; 52-week -31.7% BROS (Dutch Bros $41.40, +0.10) +0.2%; 52-week -30.2% CIA (Citizens $3.50, -0.10) -1.8%; 52-week -36.2% CLX (Clorox $84.80, -0.00) 0.0%; 52-week -32.0% CPNG (Coupang $14.30, -0.10) -0.4%; 52-week -56.9% CSV (Carriage Services $31.90, -0.10) -0.4%; 52-week -25.8% FIS (Fidelity National Information Services $36.50, -0.30) -0.9%; 52-week -45.0% FLNC (Fluence Energy $7.60, -1.50) -16.6%; 52-week +0.7% FLWS (1-800-FLOWERS.COM $2.70, -0.10) -2.4%; 52-week -50.3% GRAB (Grab Holdings $2.90, -0.00) -0.3%; 52-week -54.7% IIIV (i3 Verticals $14.20, -0.50) -3.3%; 52-week -54.2% INGN (Inogen $5.10, -0.00) -0.6%; 52-week -40.0% KNF (Knife River $55.20, -0.40) -0.7%; 52-week -26.8% LEN (Lennar $78.40, +0.10) +0.1%; 52-week -41.4% LULU (lululemon athletica $95.90, -0.10) -0.1%; 52-week -40.9% MGPI (MGP Ingredients $14.30, -0.10) -0.8%; 52-week -48.8% MSC (Studio City International Holdings HK$1.30, -0.00) -0.8%; 52-week -67.8% MWA (Mueller Water Products $22.00, -0.70) -3.1%; 52-week -13.6% NHIC (NewHold Investment Corp. III $9.40, -0.00) +0.4%; 52-week -7.1% NKE (Nike $35.80, -0.00) 0.0%; 52-week -50.8% NLOP (Net Lease Office Properties $10.60, -0.10) -1.0%; 52-week -63.2% NMRA (Neumora Therapeutics $0.80, -0.00) +1.6%; 52-week -47.7% ONON (On Holding CHF26.50, -0.60) -2.4%; 52-week -38.4% ORGO (Organogenesis Holdings $1.40, -0.00) -1.4%; 52-week -71.8% PLBY (Playboy $1.10, -0.00) 0.0%; 52-week -29.9% PNR (Pentair $55.90, -0.60) -1.1%; 52-week -49.7% RLX (RLX Technology $1.70, -0.00) +0.9%; 52-week -31.8% ROL (Rollins $33.10, -0.40) -1.2%; 52-week -40.0% TREE (LendingTree $26.60, -0.00) +0.1%; 52-week -63.9% ULS (UL Solutions $63.40, -0.70) -1.1%; 52-week -4.8% VICI (VICI Properties $24.20, -0.40) -1.5%; 52-week -26.0% WB (Weibo Corporation $6.50, -0.00) +0.1%; 52-week -48.3% WHR (Whirlpool Corp. $32.20, -0.20) -0.7%; 52-week -64.3% # highs/lows by sector (99 in total) Commercial Services - 1 highs, 2 lows Consumer Durables - 0 highs, 3 lows Consumer Non-Durables - 2 highs, 4 lows Consumer Services - 0 highs, 3 lows Electronic Technology - 2 highs, 0 lows Energy Minerals - 6 highs, 0 lows Finance - 4 highs, 7 lows Health Services - 1 highs, 1 lows Health Technology - 16 highs, 4 lows Non-Energy Minerals - 0 highs, 1 lows Process Industries - 1 highs, 1 lows Producer Manufacturing - 3 highs, 4 lows Retail Trade - 1 highs, 4 lows Technology Services - 9 highs, 4 lows Transportation - 13 highs, 2 lows Related: AAPG, AFRI, ALHC, AON, AS, ASR, ATKR, ATRC, AVTR, BBY, BDCO, BHR, BILI, BOOT, BROS, BUUU, CDNA, CIA, CLMT, CLX, CMBT, CPNG, CRBG, CSV, CVI, CZNC, DAC, DELL, DINO, DK, DRTS, DSX, DT, FBLA, FIS, FIVN, FLNC, FLWS, FMAO, GH, GRAB, HSHP, IIIV, ILMN, INGN, INSW, IOVA, IQV, KNF, LEN, LPG, LULU, MGNI, MGPI, MNOV, MSC, MTHI, MTLS, MTW, MWA, NAT, NHIC, NKE, NLOP, NMM, NMRA, NSIT, NVGS, ONON, ORGO, PGEN, PLBY, PNR, PNTG, PSX, PUBM, RDVT, RLX, ROL, RVTY, SABR, SDGR, SFL, SMTC, STNG, TAK, TEN, TK, TMO, TREE, TWST, TXG, ULS, UTZ, VICI, VNCE, WAT, WB, WHR...(more)	show story hide story
16-Sep-2026 10:06	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (137 total) 52-Week Highs: 58 total; due to the volume, we are only displaying those with market cap >$2B ADPT (Adaptive Biotechnologies $27.60, +0.90) +3.4%; 52-week +110.9% CDNA (CareDx 53.50, +0.90) +1.7%; 52-week +281.9% CON (Concentra Group $36.10, +0.50) +1.3%; 52-week +70.0% CVI (CVR Energy $53.30, +1.20) +2.3%; 52-week +75.1% DAC (Danaos $159.60, -0.00) 0.0%; 52-week +68.0% DELL (Dell Technologies $566.90, +23.40) +4.3%; 52-week +347.1% DHT (DHT Holdings $22.90, +0.80) +3.4%; 52-week +79.5% DT (Dynatrace $55.30, +0.20) +0.3%; 52-week +13.9% ECO (Okeanis Eco Tankers $85.80, +3.00) +3.7%; 52-week +178.9% FFIV (F5, Inc. $430.20, -0.70) -0.2%; 52-week +32.7% FRO (Frontline $53.50, +2.00) +3.8%; 52-week +123.2% FTNT (Fortinet $173.40, +1.00) +0.6%; 52-week +114.1% GH (Guardant Health $177.40, +1.80) +1.0%; 52-week +223.8% GRDN (Guardian Pharmacy Services $47.70, -0.40) -0.7%; 52-week +60.7% HAFN (Hafnia $9.70, +0.20) +2.5%; 52-week +54.0% ILMN (Illumina $229.30, +7.00) +3.2%; 52-week +127.2% INSW (International Seaways $110.60, +2.80) +2.6%; 52-week +125.1% IOVA (Iovance Biotherapeutics $9.60, +0.20) +2.6%; 52-week +323.1% IQV (IQVIA Holdings $271.40, +1.70) +0.6%; 52-week +45.9% LPG (Dorian LPG $57.60, +0.80) +1.4%; 52-week +76.2% LTC (LTC Properties $43.30, -0.10) -0.3%; 52-week +19.5% NMM (Navios Maritime Partners $93.10, +0.30) +0.3%; 52-week +89.8% NTRA (Natera $351.50, +0.70) +0.2%; 52-week +104.2% RVTY (Revvity $144.80, +4.70) +3.3%; 52-week +72.4% SLDE (Slide Insurance Holdings, Inc. $26.60, +0.10) +0.4%; 52-week +91.0% SUN (Sunoco LP $79.60, -0.40) -0.5%; 52-week +59.1% TMO (Thermo Fisher Scientific $640.40, -1.00) -0.1%; 52-week +35.0% TRMD (TORM Plc $36.80, +1.80) +5.2%; 52-week +58.3% TXG (10X Genomics $75.80, +1.40) +1.9%; 52-week +467.8% 52-Week Lows: 79 total; due to the volume, we are only displaying those with market cap >$2B ALHC (Alignment Healthcare $9.80, -0.60) -5.7%; 52-week -40.1% AON (Aon Plc $302.20, -2.50) -0.8%; 52-week -16.9% BIDU (Baidu $88.90, -1.50) -1.6%; 52-week -22.6% BILI (Bilibili $15.00, -0.50) -3.2%; 52-week -44.7% BOOT (Boot Barn Holdings $127.10, -1.30) -1.0%; 52-week -30.0% BROS (Dutch Bros $42.20, +0.30) +0.6%; 52-week -32.0% EPRT (Essential Properties Realty Trust $28.00, -0.00) -0.1%; 52-week -6.6% FIS (Fidelity National Information Services $37.20, -0.10) -0.4%; 52-week -44.4% GRAB (Grab Holdings $3.00, +0.10) +2.1%; 52-week -51.6% IONS (Ionis Pharmaceuticals $46.90, -0.30) -0.7%; 52-week -23.2% JOBY (Joby Aviation $6.10, -0.00) -0.6%; 52-week -56.8% LVS (Las Vegas Sands $41.40, +0.10) +0.3%; 52-week -22.0% MCD (McDonald's $249.00, -3.80) -1.5%; 52-week -17.6% +1524313 (Morgan Properties Trust $3.50, -0.00) -0.4%; 52-week -27.3% PFSI (PennyMac Financial Services $68.00, -0.00) -0.1%; 52-week -45.3% QXO (QXO, Inc. $11.50, -0.00) +0.2%; 52-week -46.0% REZI (Resideo Technologies $18.60, -0.10) -0.6%; 52-week -31.3% ROL (Rollins $33.90, +0.10) +0.4%; 52-week -39.9% RTO (Rentokil Initial $22.00, -0.20) -0.7%; 52-week -12.4% STLA (Stellantis $5.00, -0.10) -1.8%; 52-week -47.9% TDG (TransDigm Group $1088.00, +3.00) +0.3%; 52-week -15.5% TJX (TJX Cos. $124.30, -0.30) -0.2%; 52-week -12.0% TKC (Turkcell $4.90, -0.30) -5.2%; 52-week -13.7% TU (Telus $9.00, -0.10) -1.3%; 52-week -43.9% ULS (UL Solutions $65.10, +0.30) +0.4%; 52-week -3.7% VVV (Valvoline $28.20, -0.10) -0.3%; 52-week -29.8% WYNN (Wynn Resorts $85.60, -1.10) -1.2%; 52-week -30.3% # highs/lows by sector (137 in total) Commercial Services - 2 highs, 5 lows Communications - 0 highs, 2 lows Consumer Durables - 0 highs, 3 lows Consumer Non-Durables - 2 highs, 0 lows Consumer Services - 1 highs, 11 lows Distribution Services - 1 highs, 2 lows Electronic Technology - 1 highs, 4 lows Energy Minerals - 2 highs, 0 lows Finance - 15 highs, 12 lows Health Services - 2 highs, 1 lows Health Technology - 11 highs, 11 lows Non-Energy Minerals - 0 highs, 2 lows Process Industries - 1 highs, 2 lows Producer Manufacturing - 1 highs, 3 lows Retail Trade - 1 highs, 7 lows Technology Services - 4 highs, 10 lows Transportation - 14 highs, 3 lows Utilities - 0 highs, 1 lows Related: AAPG, ADPT, ALHC, AON, ARRY, ASIC, BBW, BCAL, BCYC, BIDU, BILI, BKSC, BOOT, BROS, BRRN, BUUU, BWEL, CBLL, CDNA, CLLS, CON, CULL, CVI, DAC, DELL, DHT, DHX, DJCO, DT, ECO, EFSI, ENHA, ENVX, EPRT, EVEX, EYPT, FDBC, FFIV, FIS, FLWS, FMAO, FRO, FTNT, GCBC, GH, GRAB, GRDN, GT, HAFN, HE, HFUS, HGTY, HLP, IIIV, ILMN, INSW, IONS, IOVA, IQV, JACS, JKS, JOBY, KGEI, KRUS, LARK, LENZ, LPG, LTBR, LTC, LVS, LX, MBWM, MCD, MLCO, MPT, MRLN, MSB, MSC, NAT, NMM, NMRA, NTRA, NUTX, NVGS, NXH, NXRT, OCGN, OCS, OI, ORC, ORGO, PAL, PAX, PFSI, PHAT, PLAY, PSNY, PWP, PZZA, QFIN, QXO, RBBN, REZI, ROL, RTO, RVTY, SERV, SFL, SLDE, SPRY, SSTK, STLA, STRS, SUN, SWRD, TDG, TDUP, TEN, TJX, TK, TKC, TMO, TRMD, TRST, TU, TXG, ULS, UP, VNCE, VNET, VRA, VVV, WB, WCCB, WYNN, XPOF, ZUMZ, +1524313...(more)	show story hide story
08-Sep-2026 16:30	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished broadly lower on Tuesday. Just three modest gainers on the XLV. Healthcare (2.50%) vs S&P 500 (0.56%). All major health groups ended lower by (1%) to (3%) for the session, led by Pharma with the DRG Index (2.90%). All groups lagged the tape on their averages, including most defensive names. UNH +0.9% and HUM +0.4% among today's leading gainers on the XLV; both subject of timely sell-side research. Only UHS +1.3% fared better, the hospital operator presented Tuesday morning at the Wells Fargo Healthcare Conference. STAT today also discussed the ongoing rural hospital struggle and industry consolidation. AMGN (10.1%) continued to lead all decliners on the XLV, coming under pressure after NVS (13.9%) disappointing news with cardiovascular drug pelacarsen targeting Lp(a). Perhaps the most anticipated H2 catalyst in CVOT if not all of biopharma, the phase 3 HORIZON trial evaluating the ASO for prevention of ASCVD did not meet its primary endpoint. Read-through to partners and competitors also significant. BSX (5.9%) provided an update on the previously disclosed cybersecurity update, now stating that the company expects a material impact on Q3 and FY financial results. Peer SYK (8.8%), which quickly resolved its own incident in March/April, came under new pressure following an operational update at the Wells Fargo Healthcare conference this morning. Additional biopharma readouts on the tape included Novartis (again) in DM1, Roivant in interstitial lung disease, Pharvaris in hereditary angioedema, and Beam Therapeutics in alpha-1 antitrypsin deficiency. Novo Nordisk also reportedly stopped two late-stage studies in heart failure - which followed an earlier failure by the anti-IL6 drug. Looking ahead, Conference season accelerates in this Holiday-shortened week with few other catalysts on the calendar. Cooper Companies reports FQ3 after the close on Wednesday. Macro Defensive tilt chalked up to latest hawkish US/Iran updates following weekend ramp in kinetic activity. Earlier Tuesday Houthis attacked Saudi oil facilities, while late afternoon reports said US struck Iranian tankers near Kharg Island, previously undisclosed report said Iran attacked US Navy ship on Monday. Brent not far from earlier highs, holding just below $100 a barrel, while record diesel prices continue to be flagged as a global growth concern. Other big development today has been strength in some pockets of the AI trade. OpenAI's recent Astra release still a widely cited tailwind, while today's headlines have focused on infrastructure collaboration between QCOM and AMZN and INTC CPU price hikes. Fairly quiet elsewhere ahead of a number of high-profile potential catalysts this week. CPI on Friday seen as most important given implications for next week's FOMC decision. Market pricing in just under a 60% probability of a September rate hike and ~35 bp of Fed tightening through year-end. Notable Gainers +18.8% ROIV (Roivant Sciences): trial results in PH-ILD; best performer on XBI +10.3% MLYS (Mineralys Therapeutics): shares were +10% last week +7.3% PHVS (Pharvaris BV): trial results in HAE +2.1% ARQT (Arcutis Biotherapeutics): to join SmallCap 600 Index +1.4% UHS (Universal Health Services): hospitals relatively firm; presented at WF Healthcare Conference; best performer on XLV +0.9% UNH (UnitedHealth Group): Leerink comments on AEP2026 and plan design; one of three gainers on XLV +0.4% HUM (Humana): Leerink comments on AEP2026 and plan design Notable Decliners -16.4% DYN (Dyne Therapeutics): sympathy to NVS (DM1); worst performer on XBI -14.7% GPCR (Structure Therapeutics): trial results in lead programs for obesity -13.9% NVS (Novartis): trial results for Lp(a); trial results in DM1 -10.1% AMGN (Amgen): sympathy to NVS (LP(a)); downgraded at BMO Capital Markets; worst performer on XLV -9.5% BEAM (Beam Therapeutics): trial results in AATD -9.0% BCRX (BioCryst Pharmaceuticals): sympathy to PHVS; on heavy volume -8.8% SYK (Stryker): shares were (8%) last week; management comments at Wells Fargo Healthcare Conference; 52-week low -8.4% PLSE (Pulse Biosciences): shares were +12% last week -6.9% SRPT (Sarepta Therapeutics): sympathy to NVS (DM1) -6.1% BHVN (Biohaven): downgraded at RBC Capital Markets -5.9% BSX (Boston Scientific): updates on cybersecurity incident and Q3/FY guidance -5.6% INBX (Inhibrx Biosciences): trial results in HNSCC -5.3% RPRX (Royalty Pharma): sympathy to NVS (LP(a)) -4.9% BNTX (BioNTech): downgraded at BMO Capital Markets -3.9% ICLR (ICON plc): CROs weak; on below average volume -3.9% ZBH (Zimmer Biomet Holdings): sympathy to SYK -3.6% FTRE (Fortrea Holdings): CROs weak; on average volume -3.6% MRNA (Moderna): FDA VRBPAC planned for influenza strains -3.2% IQV (IQVIA Holdings): CROs weak; on below average volume -3.1% NVO (Novo Nordisk): trials with ziltivekimab halted -2.7% CRL (Charles River Laboratories): CROs weak; on below average volume -2.4% IONS (Ionis Pharmaceuticals): sympathy to NVS (LP(a)) Novartis lower on clinical results are two-fold Post-close on Friday Novartis announced topline results from phase 3 HORIZON trial evaluating ASO pelacarsen (RPRX, IONS) for prevention of ASCVD in patients with elevated Lp(a). Trial did not meet its primary endpoint. Data will be presented at an upcoming medical congress. (AMGN, LLY, NAMS) On Tuesday morning announced that the phase 3 HARBOR study of delpacibart etedesiran (del-desiran) for DM1 did not meet its primary endpoint. (Read-through to DYN, SRPT). Asset was one of three added to the pipeline with the Avidity Biosciences acquisition, a $12B deal announced in October 2025, after which Novartis raised its five-year sales growth outlook. In the same release today, company maintains its 5-6% five-year sales CAGR guidance for 2025-2030. DM1 news comes on top of Friday's clinical update for Lp(a). Stryker lower following comments at Wells Fargo conference SYK (7%) following today's presentation at WF Healthcare Conference, including cautious comments on persistent challenges in the peripheral vascular segment, and seasonality in the joint replacement business. Boston Scientific now sees August cybersecurity incident impacting Q3/FY results BSX disclosed via 8-K filing an update on the cybersecurity incident (identified 25-Aug and reported 26-Aug), company has now determined that the incident is likely to have a material impact on results of operations for Q3 and FY 2026. Novo Nordisk inflammation program dealt another setback NOVO.B.DC (NVO) Reportedly ended the phase 3 trials HERMES and ATHENA which were evaluating anti-IL6 candidate ziltivekimab in heart failure. STAT News reported on Monday (7-Sep) that the company informed investigators on Friday (4-Sep) that the IDMC found they were unlikely to succeed. News follows an earlier failure in the ZEUS trial. Trial results in SMID-cap biotech ROIV Pulmovant, a Roivant company, announced the presentation of results from phase 2 PHocus trial evaluating mosliciguat (BAYN.GR) for pulmonary hypertension associated with interstitial lung disease (PH-ILD) met its primary endpoint, and its secondary endpoints. Results are being presented at ERS Congress today. PHVS announced topline results from the phase 3 CHAPTER-3 pivotal study of deucrictibant XR tablets for the prevention of HAE attacks. Study met primary and all secondary endpoints with statistical significance. CHAPTER-4 OLE study is ongoing. Company plans to submit NDA to FDA in H1 of 2027. INBX announced topline results from phase 2 portion of HexAgon study evaluating INBRX-106 in combo with Keytruda (MRK) in 1L HNSCC. Study demonstrated 48.3% cORR and 72.4% of patients remain progression free at 6 months, compared with 26.5% and 42.8% for pembrolizumab alone. Company plans to expand the phase 2 portion by approx. 50 patients to support the AA pathway. GPCR announced topline clinical trial results for two lead product candidates, ACCG-2671 in a phase 1/2a SAD trial and aleniglipron in a phase 2B OLE trial. (SDGR) Notable research in Healthcare today Pharma: HIK.LN upgraded to equal weight from underweight at Barclays (James Gordon), target increased to 1700p from 1350p or approx. 6% upside. (FactSet average PT 2004p; range 1700-2615p) Biotech: AMGN downgraded to market perform from outperform at BMO Capital Markets (Evan Seigerman), target remains $450 or approx. 3% upside. BHVN downgraded to sector perform from outperform at RBC Capital Markets (Leonid Timashev), cites factors including valuation. Target cut to $19 from $23 or approx. 21% upside. (FactSet average PT $23; range $10-42) BNTX downgraded to market perform from outperform at BMO Capital Markets (Evan Seigerman), target cut to $105 or approx. 1% upside. IPN.FP downgraded to underweight from equal weight at Barclays (Yihan Li), target cut to €155 from €170 or approx. 5% downside. ZEAL.DC downgraded to equal weight from overweight at Barclays (Yihan Li), target cut to DKK330 from DKK425 or approx. 8% upside. ARWR initiated buy at Citi (Eric Joseph), target is $108 or approx. 25% upside. (FactSet average PT $111; range $100-126) Mizuho analyst Uy Ear assumes coverage of CLYM, EIKN, QTTB, STRO. Firm drops coverage of eleven (11) other SMID-cap biotech names, formerly covered by Joseph Catanzaro. Clear Street analyst Mara Goldstein assumes coverage of MOLN, maintains buy rating and $8 price target. ANL assumed buy at Lucid Capital Markets (Dev Prasad), target increased to $49 from $46 or approx. 226% upside. TVRD assumed buy at Lucid Capital Markets (Elemer Piros), target increased to $14 from $6 or approx. 633% upside. MedTech: PHR downgraded to market perform from outperform at Raymond James (Parker Snure) SN.LN (SNN) downgraded to neutral from buy at BofA (Julien Ouaddour), target cut to 1150p from 1340p or approx. 7% upside. (FactSet average PT 1249p; range 1052-1536p) GH initiated buy at Rothschild & Co Redburn (Jamie Clark), target is $203 or approx. 26% upside. NTRA initiated buy at Rothschild & Co Redburn (Jamie Clark), target is $385 or approx. 17% upside. TEM initiated neutral at Rothschild & Co Redburn (Jamie Clark), target is $67 or approx. 4% upside. Managed Care: Leerink Partners analyst Whit Mayo comments on early look at plan design and benefit cuts for AEP 2026. Firm believes HUM and UNH may have cut the most, and views these changes as most favorable for risk/reward for Humana. Post-close news: Trial results: PYXS schedules investor call for tomorrow morning (7:30ET) to discuss updated clinical data from its ongoing phase 1 study evaluating MICVO in patients with 2L+ HNSCC. Shares trading +5.9% in the after-hours Research: AZN.LN (AZN) initiated outperform at RBC Capital Markets (Trung Huynh), target is 14,500p or approx. 22% upside. GSK.LN (GSK) initiated sector perform at RBC Capital Markets (Trung Huynh), target is 1,975p or approx. 10% upside. NOVN.SW (NVS) initiated sector perform at RBC Capital Markets (Trung Huynh), target is CHF120 or approx. 7% upside. ROP.SW initiated outperform at RBC Capital Markets (Trung Huynh), target is CHF400 or approx. 14% upside. SAN.FP (SNY) initiated sector perform at RBC Capital Markets (Trung Huynh), target is €80 or approx. 7% upside. Week Ahead (Sat - Sun) Conference (cont.): ERS 2026 (Sep 5-9); EEC 2026 (Sep 5-9); Wells Fargo Healthcare Conference (Sep 8-10) Cantor Fitzgerald Global Healthcare Conference (Sep 9-11) Citi Back to School Conference (Sep 9-10) Goldman Sachs European MedTech and Healthcare Services Conference (Sep 9-10) on Sat 12-Sep: World Conference on Lung Cancer (WCLC) (Sep 12-15) Corporate TYRA (ph2 SURF302 trial in NMIBC) call at 8:00ET IRD (ph1/2 cohort 1 data in retinal degeneration) call at 8:00ET Earnings after the close on Wed 9-Sep COO (call at 17:00ET) Regulatory on Fri 11-Sep: TLX.AU FDA PDUFA for Pixclara NDA for imaging of gliomas StreetAccount Healthcare Reads I'm a fat medical student. I refuse to let myself be shamed for it (8-Sep) STAT News (opinion) A Doctor Sued 700 Patients for Debts; 81 Were Arrested. Now He's a Senator. (8-Sep) NY Times Hospitals pursue deals to ensure survival as Trump's Medicaid cuts loom (8-Sep) STAT News Elizabeth Holmes Documentary Upends Telluride Film Festival (7-Sep) NY Times This Is The Biggest Obstacle to New Cancer Cures (4-Sep) NY Times (opinion) Large employers drop health benefits as costs rise (4-Sep) Axios This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: AMGN, ANL, ARQT, ARWR, AZN.LN, BAYN.GR, BCRX, BEAM, BHVN, BNTX, BSX, CLYM, COO, CRL, DYN, EIKN, FTRE, GH, GPCR, GSK.LN, HIK.LN, HUM, ICLR, INBX, IONS, IPN.FP, IQV, IRD, LLY, MLYS, MOLN, MRK, MRNA, NAMS, NOVN.SW, NOVO.B.DC, NTRA, NVO, NVS, PHR, PHVS, PLSE, PYXS, QTTB, ROIV, ROP.SW, RPRX, SAN.FP, SDGR, SN.LN, SRPT, STRO, SYK, TEM, TLX.AU, TVRD, TYRA, UHS, UNH, ZBH, ZEAL.DC...(more)	show story hide story
04-Sep-2026 10:28	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (75 total) 52-Week Highs: 54 total; due to the volume, we are only displaying those with market cap >$350M BSVN (Bank7 Corp $56.30, +3.90) +7.4%; 52-week +15.4% CMBT (CMB.TECH $19.50, +0.80) +4.3%; 52-week +120.1% CNH (CNH Industrial $14.20, +0.30) +2.2%; 52-week +26.1% CPAC (Pacasmayo Cement $12.70, +0.10) +0.6%; 52-week +88.6% DELL (Dell Technologies $515.10, -1.30) -0.2%; 52-week +315.4% DHT (DHT Holdings $20.90, +0.70) +3.3%; 52-week +73.0% ECO (Okeanis Eco Tankers $71.40, +1.80) +2.6%; 52-week +160.3% EVAC (EQV Ventures Acquisition Corp. II $10.30, -0.00) +0.1%; 52-week +3.7% FRNM (Freenome $16.80, -0.10) -0.4%; 52-week +58.9% FRO (Frontline $46.80, +1.40) +3.0%; 52-week +114.6% GNK (Genco Shipping & Trading $27.70, +0.40) +1.4%; 52-week +60.8% GSL (Global Ship Lease $46.40, +0.70) +1.5%; 52-week +51.3% HNST (The Honest Co. $5.90, +0.10) +1.5%; 52-week +49.9% HSHP (Himalaya Shipping $18.60, +0.70) +3.8%; 52-week +138.3% ING (ING Groep $37.10, -0.00) +0.1%; 52-week +54.3% INSW (International Seaways $105.00, +2.70) +2.7%; 52-week +128.3% IQV (IQVIA Holdings $265.90, -5.70) -2.1%; 52-week +44.0% ITGR (Integer Holdings $126.20, +0.70) +0.6%; 52-week +19.3% LPG (Dorian LPG $54.50, +0.90) +1.7%; 52-week +78.9% MRX (Marex Group $76.40, +0.70) +1.0%; 52-week +112.9% MT (ArcelorMittal $78.30, +2.30) +3.0%; 52-week +139.5% NAT (Nordic American Tankers $7.30, +0.20) +2.8%; 52-week +130.3% NMM (Navios Maritime Partners $92.40, +1.00) +1.1%; 52-week +93.3% NMR (Nomura Holdings $10.60, -0.00) 0.0%; 52-week +50.2% PAYO (Payoneer Global $7.20, -0.00) -0.1%; 52-week +6.1% PBAM (Private Bancorp of America $89.80, +0.30) +0.3%; 52-week +57.0% RPRX (Royalty Pharma $64.20, +0.30) +0.5%; 52-week +75.2% SB (Safe Bulkers $9.20, +0.20) +2.4%; 52-week +113.7% SBLK (Star Bulk Carriers $32.50, +0.60) +1.9%; 52-week +71.5% SHIP (Seanergy Maritime Holdings $19.10, +0.60) +3.2%; 52-week +143.6% SLAB (Silicon Laboratories $220.30, -0.40) -0.2%; 52-week +68.1% TRMD (TORM Plc $35.40, +1.20) +3.5%; 52-week +56.8% TX (Ternium $58.00, -0.00) 0.0%; 52-week +71.6% TXO (TXO Partners $15.10, +0.10) +0.5%; 52-week +9.1% UGP (Ultrapar Participacoes $7.30, +0.10) +1.5%; 52-week +100.3% UNM (Unum Group $96.10, -0.40) -0.5%; 52-week +32.1% VALU (Value Line $37.50, -0.60) -1.5%; 52-week -0.5% VEON (VEON $66.00, -0.30) -0.4%; 52-week +17.2% VOD (Vodafone Group $17.00, +0.40) +2.4%; 52-week +45.1% ZETA (Zeta Global Holdings $31.70, -1.00) -3.0%; 52-week +68.9% 52-Week Lows: 21 total; ARDX (Ardelyx $3.70, -0.00) +0.7%; 52-week -42.6% BGS (B&G Foods $3.40, -0.00) +0.1%; 52-week -24.4% COLL (Collegium Pharmaceutical $24.00, +0.30) +1.3%; 52-week -39.4% CSR (Centerspace $52.60, +0.20) +0.3%; 52-week -10.7% DVLT (Datavault AI $0.20, -0.00) -17.7%; 52-week -21.4% EGAN (eGain Corp. $5.60, -1.50) -21.4%; 52-week -10.4% ELTP (Elite Pharmaceuticals $0.30, -0.00) -1.6%; 52-week -63.7% ENOV (Enovis $19.30, -0.10) -0.8%; 52-week -37.2% ESRT (Empire State Realty Trust $4.40, -0.00) +0.1%; 52-week -43.1% EVCM (EverCommerce $7.90, -0.10) -0.9%; 52-week -31.0% EVTL (Vertical Aerospace $0.60, -0.00) -1.7%; 52-week -87.3% IVR (Invesco Mortgage Capital $7.20, +0.10) +0.7%; 52-week -9.7% JKS (JinkoSolar Holding Co. $12.10, -0.10) -0.7%; 52-week -49.6% LHX (L3Harris Technologies $258.60, -3.50) -1.3%; 52-week -5.3% LULU (lululemon athletica $100.60, -21.10) -17.4%; 52-week -49.3% OLN (Olin Corp $17.40, +0.40) +2.6%; 52-week -25.4% OXM (Oxford Industries, Inc. $31.30, -5.30) -14.6%; 52-week -25.9% PZZA (Papa John's International $22.20, -0.40) -1.6%; 52-week -54.0% ROL (Rollins $35.60, -0.10) -0.2%; 52-week -36.7% SITC (SITE Centers $2.90, -0.00) -0.5%; 52-week -68.5% WINA (Winmark $318.30, +0.90) +0.3%; 52-week -31.4% # highs/lows by sector (61 in total) Commercial Services - 1 highs, 1 lows Communications - 2 highs, 0 lows Consumer Non-Durables - 0 highs, 3 lows Consumer Services - 1 highs, 1 lows Electronic Technology - 2 highs, 4 lows Energy Minerals - 1 highs, 0 lows Finance - 6 highs, 4 lows Health Technology - 4 highs, 4 lows Non-Energy Minerals - 3 highs, 0 lows Process Industries - 0 highs, 1 lows Producer Manufacturing - 1 highs, 0 lows Retail Trade - 2 highs, 1 lows Technology Services - 2 highs, 2 lows Transportation - 15 highs, 0 lows Related: ARDX, BGS, BSVN, CMBT, CNH, COLL, CPAC, CSR, DELL, DHT, DVLT, ECO, EGAN, ELTP, ENOV, ESRT, EVAC, EVCM, EVTL, FRNM, FRO, GNK, GSL, HNST, HSHP, ING, INSW, IQV, ITGR, IVR, JKS, LHX, LPG, LULU, MRX, MT, NAT, NMM, NMR, OLN, OXM, PAYO, PBAM, PZZA, ROL, RPRX, SB, SBLK, SHIP, SITC, SLAB, TRMD, TX, TXO, UGP, UNM, VALU, VEON, VOD, WINA, ZETA...(more)	show story hide story
03-Sep-2026 16:31	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished lightly mixed and little changed overall on Thursday. By the market close, breadth improved and advancers outnumbered decliners on the XLV. Healthcare +0.19% vs S&P 500 +1.06%. All major health groups lagged the broader tape however. Most were little changed on the averages and remain on track for moderate weekly gains. Managed Care group today's relative performer, after seeing some intra-sector rotation with early softness in both Biotech and MedTech groups. Not much new in terms of narrative or newsflow, apart from the typical noise of biotech. IQV +3.0% and BSX (2.9%) bracketed the XLV, with mainly modest moves in between. Overall, sector newsflow was very quiet ahead of the long Holiday weekend. Weighing most on the XBI (0.60%) was RARE (44.0%) with disappointing topline results in phase 3 with its ASO for Angelman syndrome; multiple downgrades followed. Offsetting was SMMT +17.3% whose partner Akeso reported that HARMONi-2 achieved the key secondary endpoint for overall survival (OS). Yesterday, Healthcare equities were mostly higher in quiet trading in the leadup to the long Holiday weekend. Calendar remains very quiet. Macro Thursday's upside tabbed in large part to rate stabilization following Fed Governor Waller offering support for a September hold should data show continued disinflation progress. September hike probabilities now at close to 50-50 vs hike odds near 68% on Tuesday. Latest Iran updates have leaned dovish with Trump considering whether to declare war over, White House deescalating at least until after midterms, highest SoH oil flows since start of war (though Trump also stressed US munitions stockpile more than sufficient). AI updates mostly positive, including earnings suggesting positive compute/capex demand trends, latest model updates (Open AI GPT-6 Astra, META Muse Spark 1.3), though some concerns around token prices falling faster than consumption growing. Other areas of focus include improving breadth, more reasonable S&P 500 valuations, ongoing debate over recent rate pressure/real rates, resilient macro data though sticky inflation (August ISM services prices-paid component highest in four years). Notable Gainers +17.3% SMMT (Summit Therapeutics): sympathy to Akeso trial results in HARMONi-2; best performer on XBI +17.2% HCM (Hutchmed): licensing agreement with GSK; upgraded at Daiwa +9.8% ALMS (Alumis): follow-through, downgrade +6.3% OSCR (Oscar Health): intra-sector rotation +4.6% ATTO (Attovia Therapeutics): earnings; first print since IPO +3.9% PLSE (Pulse Biosciences): insider buying (COO) +3.0% IQV (IQVIA Holdings): on above average volume; best performer on XLV; 52-week high +2.2% ELV (Elevance Health): intra-sector rotation Notable Decliners -44.0% RARE (Ultragenyx Pharmaceutical): trial results in Angelman syndrome; downgrades; worst performer on XBI -7.7% SION (Sionna Therapeutics): shares remain +15% WTD and (83%) YTD -7.2% JBIO (Jade Biosciences): sympathy to CLYM -6.3% PHR (Phreesia): earnings -6.2% CAPR (Capricor Therapeutics): follow-through, shares (3%) WTD -6.1% TRAX (First Tracks Biotherapeutics Inc): follow-through, shares +2% WTD -5.2% IONS (Ionis Pharmaceuticals): sympathy to RARE; FDA approves Zanvastro ahead of 22-Sep PDUFA goal date -3.1% CLYM (Climb Bio): initial data with '116 in IgAN -3.0% QURE (uniQure NV): follow-through, shares (8%) WTD -2.9% BSX (Boston Scientific): worst performer on XLV; on average volume Trial results and Clinical updates in Biotech RARE announced that the phase 3 ASPIRE trial evaluating apazunersen (GTX-102) in Angelman syndrome did not achieve the primary endpoint. Company is evaluating the next steps for the program. (IONS, TSHA, ACAD) SMMT partner Akeso (9926.HK) announced that a pre-specified interim analysis of HARMONi-2 study with ivonescimab achieved the secondary endpoint of overall survival (OS). CLYM announced initial phase 1 data with anti-APRIL mAb CLYM116 and provided an update on its development for IgAN. Phase 2 trial is ongoing, with initial data in H1 of 2027. Planning for phase 3 trial initiation in 2027. RVMD data from phase 1/2 trial of daraxonrasib (RASONQUE) in NSCLC were published in NEJM. (ONC, RPRX) Quick take: the updated data cut provide constructive support to the development beyond PDAC and into RAS-mutant NSCLC GSK paying up to $1.3B for drug conjugate developed by Hutchmed 13.HK (HCM) announced that GSK will in-license worldwide rights (ex-China) to HMPL-A830, a conjugate therapy targeting KRAS and EGFR, for up to $1.3B including $110M upfront. Brain implants fuel U.S.-China bioscience rivalry - Axios The Axios report discusses the emerging national security implications of the race to develop brain implants. The National Security Commission on Emerging Biotechnology in a recent report also called on the US FDA to develop a pathway to approval, and the CMS to develop a payment model for brain-computer interfaces (BCIs). Companies mentioned - all privately held - include Elon Musk's Neuralink (+NEURALINK), Precision Neuroscience (0NS5KV-E), Paradromics (0G34C9-E) and Synchron (0G682T-E). Notable research in Healthcare today Biotech: RARE downgraded to neutral from outperform at Baird (Jack Allen), target cut to $16 from $40 or approx. 40% downside. downgraded to neutral from buy at BofA (Tazeen Ahmad), target cut to $20 from $48 or approx. 41% upside. downgraded to in line from outperform at Evercore ISI (Gavin Clark-Gartner), target cut to $16 from $34 or approx. 40% downside. downgraded to neutral from overweight at JPMorgan (Anupam Rama), target cut to $36 from $80 or approx. 36% upside. downgraded to sector perform from outperform at RBC Capital Markets (Luca Issi), target cut to $19 from $40 or approx. 28% downside. downgraded to equal weight from overweight at Wells Fargo (Benjamin Burnett), target is $18 or approx. 32% downside. downgraded to market perform from outperform at William Blair (Sami Corwin) MRNA downgraded to sell from neutral at Rothschild & Co Redburn (Simon Baker), target increased however to $81 from $40 or approx. 46% downside. (FactSet average PT $108; range $40-170) HCM upgraded to buy from hold at Daiwa (Jing Yang) ALMS downgraded to neutral from buy at Guggenheim Securities (Yatin Suneja), follows LUMUS trial NRSN initiated buy at HC Wainwright (Lander Egaña Gorroño), target is $8 or approx. 1851% upside. TLSA initiated buy at BTIG (Thomas Shrader), target is $7 or approx. 653% upside. MedTech: NVST upgraded to overweight from neutral at JPMorgan (Lilia-Celine Lozada), target increased to $32 from $29 or approx. 17% upside. (FactSet average PT $31; range $23-35) TMO initiated outperform at CLSA, target is $748 or approx. 23% upside. Post-close news Corporate update: PCVX announces that the phase 3 OPUS-1 trial readout for VAX-31 now expected by the end of October vs prior guidance for during Q4. Earnings: LTGO reports Q2 results, initial print following the biotech IPO on 7-Aug. Projects cash sufficient into 2029. Research: BTSG, HQY, and IMMX added as Top Picks at Mizuho Securities. On Deck: Conference on Sat 5-Sep: European Respiratory Society (ERS) Congress (Sep 5-9) on Sat 5-Sep: European Epilepsy Congress (Sep 5-9) Peek Ahead to next week (Sep 7 - 13) Mon 7-Sep: US equity markets closed for Labor Day Holiday Wed 9-Sep: Earnings after the close: COO; Cantor Fitzgerald Global Healthcare Conference (Sep 9-11); Citi Back to School Conference (Sep 9-10); Goldman Sachs European Medtech and Healthcare Services Conference (Sep 9-10) Fri 11-Sep: FDA PDUFA for TLX.AU Pixclara NDA for imaging of gliomas Imminent / event-driven trial readout: NOVN.SW (NVS) phase 3 CVOT results for HORIZON study evaluating ASO pelacarsen for prevention of ASCVD in patients with elevated Lp(a) Read-across for AMGN and LLY StreetAccount Healthcare Reads The pediatricians who take in vaccine-skeptical parents others won't (3-Sep) STAT News Kennedy asked to remove Pennsylvania measles death from CDC tally, sources say (3-Sep) Reuters GoodRx offers health subscription for families, to launch employee benefit in 2027 (3-Sep) Reuters Deaths in Novartis CAR-T trial force a reckoning over acceptable risk in autoimmune disease (2-Sep) Endpoints News Hospitals say coming Trump administration rules are worse than GOP's Medicaid cuts (2-Sep) Politico The White House Can't Hype Away Healthcare Sticker Shock (1-Sep) Bloomberg (opinion) The CDC hasn't added 2 deaths to its measles database. Here's why. (31-Aug) WaPo This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 13.HK, 9926.HK, ACAD, ALMS, AMGN, ATTO, BSX, BTSG, CAPR, CLYM, COO, ELV, GDRX, GSK, HCM, HQY, IMMX, IONS, IQV, JBIO, LLY, LTGO, MRNA, NRSN, NVS, NVST, ONC, OSCR, PCVX, PHR, PLSE, QURE, RARE, RPRX, RVMD, SION, SMMT, TLSA, TLX.AU, TMO, TRAX, TSHA, +NEURALINK...(more)	show story hide story
03-Sep-2026 10:05	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (117 total) 52-Week Highs: 96 total; due to the volume, we are only displaying those with market cap >$20B BBVA (Banco Bilbao Vizcaya Argentaria $29.40, +0.30) +0.9%; 52-week +62.7% BIIB (Biogen $221.90, -0.80) -0.4%; 52-week +58.9% CNQ (Canadian Natural Resources $51.70, -0.10) -0.2%; 52-week +61.7% COP (ConocoPhillips $136.20, -1.00) -0.8%; 52-week +37.5% CPAY (Corpay $420.00, +3.60) +0.9%; 52-week +32.2% DB (Deutsche Bank $41.30, +0.80) +1.9%; 52-week +18.8% DE (Deere & Co. $692.90, -5.50) -0.8%; 52-week +45.3% FTI (TechnipFMC $79.60, -0.10) -0.1%; 52-week +112.0% ING (ING Groep $36.90, +0.50) +1.3%; 52-week +53.9% IQV (IQVIA Holdings $265.40, +1.60) +0.6%; 52-week +44.4% KB (KB Financial $132.90, +6.60) +5.2%; 52-week +69.8% MFG (Mizuho Financial $11.30, +0.20) +2.0%; 52-week +73.0% MT (ArcelorMittal $75.80, +0.60) +0.9%; 52-week +133.6% MUFG (Mitsubishi UFJ Financial $24.20, +0.80) +3.3%; 52-week +57.9% NMR (Nomura Holdings $10.60, +0.30) +3.0%; 52-week +47.5% PFE (Pfizer $28.60, -0.40) -1.3%; 52-week +14.7% PFG (Principal Financial Group $118.90, +7.60) +6.8%; 52-week +48.7% REGN (Regeneron $846.60, -5.40) -0.6%; 52-week +46.5% RPRX (Royalty Pharma $63.00, -0.10) -0.2%; 52-week +74.1% SHG (Shinhan Financial $84.40, +3.00) +3.7%; 52-week +80.1% SMFG (Sumitomo Mitsui Financial $27.50, +0.80) +2.9%; 52-week +66.9% SNOW (Snowflake $374.20, +68.40) +22.3%; 52-week +60.2% TEAM (Atlassian $196.90, +10.40) +5.6%; 52-week +14.0% VLO (Valero Energy $368.20, +2.10) +0.6%; 52-week +138.7% VOD (Vodafone Group $16.60, +0.60) +3.5%; 52-week +41.9% VRTX (Vertex Pharmaceuticals $556.80, +0.10) 0.0%; 52-week +38.9% 52-Week Lows: 21 total AS (Amer Sports $28.20, -0.40) -1.3%; 52-week -25.8% BEPC (Brookfield Renewable Corp. $31.20, -0.10) -0.5%; 52-week -5.6% BILI (Bilibili $15.30, -0.20) -1.3%; 52-week -31.9% CCAP (Crescent Capital BDC €10.40, -0.00) +0.2%; 52-week -34.3% COLL (Collegium Pharmaceutical $23.80, -0.50) -2.2%; 52-week -39.3% CPRI (Capri Holdings $12.60, -0.10) -0.6%; 52-week -38.7% ELTP (Elite Pharmaceuticals $0.30, -0.00) -2.8%; 52-week -61.7% FLO (Flowers Foods $6.50, -0.20) -2.5%; 52-week -56.1% FLX (BingEx CNY1.90, -0.00) -1.5%; 52-week -36.5% HUYA (HUYA, Inc. CNY2.10, -0.00) 0.0%; 52-week -41.1% LU (Lufax Holding $1.20, -0.00) -1.2%; 52-week -61.2% LX (LexinFintech Holdings $0.80, -0.00) -3.2%; 52-week -87.4% MCD (McDonald's $257.60, -3.30) -1.3%; 52-week -18.4% MTRX (Matrix Service $10.50, -0.40) -3.5%; 52-week -29.4% NIO (NIO Inc $3.80, -0.10) -2.6%; 52-week -42.9% PSNY (Polestar Automotive $8.90, -3.10) -25.8%; 52-week -77.7% RARE (Ultragenyx Pharmaceutical $14.90, -11.70) -43.9%; 52-week -53.5% TJX (TJX Cos. $130.80, -0.50) -0.4%; 52-week -5.6% UTI (Universal Technical Institute $20.70, -0.30) -1.2%; 52-week -23.8% WB (Weibo Corporation $6.70, -0.00) -0.5%; 52-week -40.2% XPEV (XPeng, Inc. $10.90, -0.20) -1.9%; 52-week -47.7% # highs/lows by sector (117 in total) Commercial Services - 4 highs, 2 lows Communications - 3 highs, 0 lows Consumer Durables - 0 highs, 4 lows Consumer Non-Durables - 0 highs, 1 lows Consumer Services - 0 highs, 1 lows Energy Minerals - 5 highs, 0 lows Finance - 32 highs, 3 lows Health Services - 1 highs, 0 lows Health Technology - 17 highs, 3 lows Industrial Services - 2 highs, 1 lows Non-Energy Minerals - 2 highs, 0 lows Producer Manufacturing - 3 highs, 0 lows Retail Trade - 1 highs, 2 lows Technology Services - 11 highs, 2 lows Transportation - 15 highs, 1 lows Utilities - 0 highs, 1 lows Related: ACHV, ACNB, AS, ATRC, BBVA, BEPC, BIIB, BILI, CART, CBKM, CCAP, CCNB, CHMG, CHYM, CMBT, CMDB, CNH, CNQ, COLL, COP, CPAY, CPRI, CURR, DAC, DB, DE, DHX, DSX, ECO, ELTP, EVAC, FBLA, FIVN, FLO, FLX, FRNM, FRO, FTI, GEN, GNW, GPRK, GSL, HALO, HRMY, HSHP, HUYA, IDT, ING, INSW, IQV, JXN, KB, KGEI, KRNY, LPG, LU, LX, MCD, MFG, MLAB, MT, MTCH, MTRX, MUFG, NIO, NMM, NMR, NOV, NWFL, OPK, PAYC, PBAM, PFE, PFG, PLSE, PSNY, RAC, RARE, RCEL, REGN, RELY, RGA, RNG, RNR, RPRX, RRBI, RSKD, RVTY, SB, SBLK, SGMT, SHG, SHIP, SLDE, SMFG, SNOW, SSRM, TEAM, TISI, TJX, UFCS, UGP, UNM, UTI, VEON, VLO, VOD, VOYA, VRTX, WB, WCCB, WNC, WSBF, WT, XPEV, ZETA, ZYME...(more)	show story hide story
27-Aug-2026 10:06	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (79 total) 52-Week Highs: 54 total; due to the volume, we are only displaying those with market cap >$5B A (Agilent Technologies $158.50, +3.40) +2.2%; 52-week +34.0% BIO (Bio-Rad Laboratories $393.80, +5.10) +1.3%; 52-week +32.8% CRL (Charles River Laboratories $300.90, +5.80) +2.0%; 52-week +83.8% DINO (HF Sinclair $96.30, -0.30) -0.3%; 52-week +96.1% DT (Dynatrace $54.10, +2.50) +4.9%; 52-week +12.5% FROG (JFrog $101.50, +8.70) +9.4%; 52-week +119.7% HNGE (Hinge Health, Inc. $94.40, +3.90) +4.3%; 52-week +71.2% ILMN (Illumina $227.50, +2.70) +1.2%; 52-week +130.4% IQV (IQVIA Holdings $265.30, +3.70) +1.4%; 52-week +41.3% IVZ (Invesco $33.30, +0.40) +1.1%; 52-week +52.0% MANH (Manhattan Associates $224.20, +8.40) +3.9%; 52-week +4.5% NMR (Nomura Holdings $10.10, +0.10) +0.7%; 52-week +38.3% NTRA (Natera $339.30, +0.90) +0.3%; 52-week +104.8% OKTA (Okta, Inc. $164.80, +30.40) +22.6%; 52-week +80.0% PAA (Plains All American Pipeline $25.60, -0.10) -0.2%; 52-week +47.2% PAGP (Plains GP Holdings $28.10, -0.00) -0.1%; 52-week +50.2% PAYC (Paycom Software $236.60, +4.30) +1.8%; 52-week +4.7% RVMD (Revolution Medicines $220.80, +5.40) +2.5%; 52-week +492.4% RVTY (Revvity $127.40, +1.10) +0.9%; 52-week +39.7% SHG (Shinhan Financial $78.20, +0.70) +0.9%; 52-week +65.5% STT (State Street $193.90, +0.20) +0.1%; 52-week +67.4% TWST (Twist Bioscience $154.50, +4.40) +2.9%; 52-week +457.2% URBN (Urban Outfitters $81.10, -1.80) -2.2%; 52-week +6.4% WAT (Waters $422.80, +8.70) +2.1%; 52-week +42.8% ZETA (Zeta Global Holdings $29.80, +1.60) +5.5%; 52-week +51.1% 52-Week Lows: 25 total AIV (Apartment Investment & Management $2.50, -0.00) -0.6%; 52-week -67.7% APTV (Aptiv Plc $46.20, -0.10) -0.2%; 52-week -31.8% AXG (Solowin Holdings $2.30, -0.10) -4.6%; 52-week -41.5% BBUC (Brookfield Business Corp $28.00, -0.20) -0.9%; 52-week -19.6% BRSP (BrightSpire Capital $4.80, -0.00) 0.0%; 52-week -16.4% CIM (Chimera Investment $11.50, -0.00) -0.3%; 52-week -18.6% CMTG (Claros Mortgage Trust $1.70, -0.00) 0.0%; 52-week -52.6% CRUS (Cirrus Logic $109.10, -1.20) -1.1%; 52-week -6.5% CSR (Centerspace $53.10, -0.40) -0.7%; 52-week -7.5% GOOS (Canada Goose $8.20, +0.10) +1.0%; 52-week -32.6% JKS (JinkoSolar Holding Co. $13.50, -0.20) -1.5%; 52-week -43.0% LUCK (Lucky Strike Entertainment $5.90, -0.90) -13.1%; 52-week -44.5% LX (LexinFintech Holdings $1.20, -0.00) +0.8%; 52-week -81.3% MFA (MFA Financial $8.80, -0.00) +0.1%; 52-week -12.6% NIO (NIO Inc $4.30, -0.00) -1.1%; 52-week -35.5% NKE (Nike $38.60, -0.00) +0.1%; 52-week -50.9% OLN (Olin Corp $17.10, -0.40) -2.5%; 52-week -26.4% PLAY (Dave & Buster's Entertainment $9.40, -0.40) -4.6%; 52-week -63.7% QFIN (Qifu Technology CNY8.90, -0.50) -5.2%; 52-week -70.8% RTO (Rentokil Initial $23.20, -0.20) -0.8%; 52-week -3.2% TDUP (thredUP $2.70, -0.00) -1.6%; 52-week -76.7% TJX (TJX Cos. $135.20, -1.60) -1.2%; 52-week -1.1% VICI (VICI Properties $25.80, -0.20) -0.7%; 52-week -22.8% VRXA (Veraxa Biotech $1.50, -0.10) -5.5%; 52-week -85.1% WING (Wingstop $107.80, -4.50) -4.0%; 52-week -66.9% # highs/lows by sector (79 in total) Commercial Services - 1 highs, 1 lows Communications - 1 highs, 0 lows Consumer Durables - 0 highs, 1 lows Consumer Non-Durables - 0 highs, 2 lows Consumer Services - 0 highs, 3 lows Electronic Technology - 1 highs, 2 lows Energy Minerals - 1 highs, 0 lows Finance - 15 highs, 11 lows Health Services - 1 highs, 0 lows Health Technology - 16 highs, 1 lows Industrial Services - 2 highs, 0 lows Non-Energy Minerals - 1 highs, 0 lows Process Industries - 0 highs, 1 lows Producer Manufacturing - 1 highs, 1 lows Retail Trade - 1 highs, 2 lows Technology Services - 13 highs, 0 lows Related: A, AAMI, ADPT, AIV, AMPL, APTV, AXG, AXGN, AYA, BBUC, BIO, BOX, BRSP, CDNA, CIM, CMTG, CRL, CRON, CRUS, CSR, DINO, DT, EVAC, FBLA, FIVN, FROG, GOOS, HNGE, ILMN, IQV, IVZ, JKS, KARO, LPBB, LUCK, LX, MANH, MFA, NEO, NIO, NKE, NMR, NTRA, OESX, OGN, OKTA, OLN, OOMA, ORMP, PAA, PAGP, PAYC, PLAY, PRE, PROV, QFIN, RAC, RAPP, RMNI, RNG, RTO, RVMD, RVTY, SAFT, SHG, STHO, STT, TDUP, TJX, TRIN, TWST, URBN, VICI, VRXA, WAT, WING, WNDW, WT, ZETA...(more)	show story hide story
26-Aug-2026 10:01	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (69 total) 52-Week Highs: 57 total; due to the volume, we are only displaying those with market cap >$5B BIO (Bio-Rad Laboratories $390.40, +0.10) 0.0%; 52-week +31.3% BNS (Bank of Nova Scotia $94.60, +1.50) +1.6%; 52-week +65.0% CIB (Grupo Cibest SA $102.80, -0.50) -0.4%; 52-week +107.1% DB (Deutsche Bank $40.50, +1.50) +3.7%; 52-week +9.6% DGX (Quest Diagnostics $244.90, +0.40) +0.2%; 52-week +37.1% EXPD (Expeditors International $190.70, +1.70) +0.9%; 52-week +58.5% EXPE (Expedia Group $339.40, +1.40) +0.4%; 52-week +59.1% ILMN (Illumina $225.40, +0.40) +0.2%; 52-week +126.2% IQV (IQVIA Holdings $260.30, +0.90) +0.3%; 52-week +38.4% KMX (CarMax $65.20, +0.90) +1.5%; 52-week +8.9% KOF (Coca-Cola FEMSA $116.00, -0.90) -0.7%; 52-week +34.8% KSPI (Kaspi.kz $109.20, +0.40) +0.4%; 52-week +18.0% MT (ArcelorMittal $75.80, +2.10) +2.9%; 52-week +123.4% NDSN (Nordson $338.10, +4.60) +1.4%; 52-week +49.8% NMR (Nomura Holdings $10.10, +0.20) +1.9%; 52-week +38.3% NTRA (Natera $339.50, +2.80) +0.8%; 52-week +109.0% PAA (Plains All American Pipeline $25.30, +0.60) +2.3%; 52-week +44.6% PAGP (Plains GP Holdings $27.70, +0.50) +1.9%; 52-week +47.2% RVTY (Revvity $124.90, -0.00) 0.0%; 52-week +35.5% SHG (Shinhan Financial $77.60, +0.80) +1.1%; 52-week +62.5% SJM (J. M. Smucker $130.70, +5.20) +4.2%; 52-week +17.1% SOLV (Solventum Corp. $92.20, +0.50) +0.6%; 52-week +26.7% SXT (Sensient Technologies $138.20, +1.30) +1.0%; 52-week +22.1% TECK (Teck Resources $71.80, +0.20) +0.3%; 52-week +115.6% V (Visa $382.60, -1.50) -0.4%; 52-week +9.7% 52-Week Lows: 12 total AIV (Apartment Investment & Management $2.60, -0.00) -0.6%; 52-week -66.9% APTV (Aptiv Plc $46.40, -0.20) -0.5%; 52-week -30.5% BAK (Braskem $1.50, -0.20) -9.8%; 52-week -54.3% DKS (Dick's Sporting Goods $127.10, +2.80) +2.3%; 52-week -44.2% FINV (FinVolution Group $4.20, -0.20) -3.7%; 52-week -54.9% JKS (JinkoSolar Holding Co. $13.50, -2.00) -13.1%; 52-week -43.4% LHX (L3Harris Technologies $263.70, +1.60) +0.6%; 52-week -4.5% LMAT (LeMaitre Vascular $78.90, -0.10) -0.1%; 52-week -19.1% LMB (Limbach Holdings $41.60, -0.40) -0.8%; 52-week -64.9% LX (LexinFintech Holdings $1.30, -0.00) -1.9%; 52-week -80.4% MDWD (MediWound $12.90, -0.10) -0.8%; 52-week -25.4% QFIN (Qifu Technology CNY10.10, -1.40) -12.5%; 52-week -67.5% # highs/lows by sector (69 in total) Commercial Services - 2 highs, 0 lows Communications - 1 highs, 0 lows Consumer Durables - 1 highs, 0 lows Consumer Non-Durables - 3 highs, 0 lows Consumer Services - 1 highs, 0 lows Electronic Technology - 2 highs, 2 lows Finance - 18 highs, 4 lows Health Services - 2 highs, 0 lows Health Technology - 12 highs, 2 lows Industrial Services - 2 highs, 1 lows Non-Energy Minerals - 4 highs, 0 lows Process Industries - 2 highs, 1 lows Producer Manufacturing - 2 highs, 1 lows Retail Trade - 2 highs, 1 lows Technology Services - 2 highs, 0 lows Transportation - 1 highs, 0 lows Related: ADPT, AIV, ALOT, ANF, APTV, BAK, BIO, BNS, BOX, CGEM, CIB, CPIX, CRAQ, CRDL, CULL, DB, DGX, DKS, DMAA, ERO, EXPD, EXPE, FINV, ILMN, IOSP, IQV, ITIC, JKS, JOYY, KMX, KOF, KSPI, LHX, LMAT, LMB, LOGC, LX, MDWD, MFIN, MLR, MRVI, MT, NDSN, NEWP, NMR, NTRA, OABI, OESX, ORMP, PAA, PAGP, PGEN, PK, PRE, QFIN, RAC, RCMT, RVTY, SHG, SJM, SOLV, STRT, SXT, TECK, TRIN, V, VEON, WT...(more)	show story hide story
24-Aug-2026 10:21	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (90 total) 52-Week Highs: 66 total; due to the volume, we are only displaying those with market cap >$2B ABNB (Airbnb $191.60, +4.30) +2.3%; 52-week +51.5% ATRC (AtriCure $49.40, +0.50) +0.9%; 52-week +38.3% AVAH (Aveanna Healthcare Holdings $13.90, +0.70) +5.6%; 52-week +97.4% BBVA (Banco Bilbao Vizcaya Argentaria $29.20, +0.10) +0.5%; 52-week +53.7% BDX (Becton Dickinson $192.20, +0.20) +0.1%; 52-week +24.4% BHP (BHP Group $97.10, -0.00) 0.0%; 52-week +78.1% CGAU (Centerra Gold $23.60, -0.20) -0.8%; 52-week +218.4% DGX (Quest Diagnostics $245.50, +1.10) +0.4%; 52-week +33.6% DINO (HF Sinclair $95.90, -1.40) -1.4%; 52-week +108.3% ERO (Ero Copper $39.10, -0.30) -0.7%; 52-week +179.4% FCX (Freeport-McMoRan $77.10, +0.40) +0.6%; 52-week +84.8% FIVE (Five Below $255.10, +4.80) +1.9%; 52-week +79.9% FLYW (Flywire $19.50, -0.00) -0.1%; 52-week +59.0% GEO (GEO Group $32.50, -0.20) -0.6%; 52-week +53.7% GPN (Global Payments $95.40, +1.90) +2.0%; 52-week +11.2% HCC (Warrior Met Coal $109.90, +3.10) +2.9%; 52-week +92.0% IMAX (Imax $54.50, +1.70) +3.2%; 52-week +109.7% IQV (IQVIA Holdings $260.20, +0.30) +0.1%; 52-week +40.3% KFY (Korn Ferry $86.20, +1.10) +1.3%; 52-week +18.2% KO (Coca-Cola $92.40, +1.30) +1.4%; 52-week +30.8% KSPI (Kaspi.kz $107.10, +1.50) +1.4%; 52-week +17.2% LH (Labcorp Holdings $338.10, +1.80) +0.5%; 52-week +22.3% MAN (ManpowerGroup $62.50, +1.10) +1.8%; 52-week +50.0% MTCH (Match Group $41.40, +0.60) +1.3%; 52-week +12.6% NIQ (NIQ Global Intelligence $19.00, +0.20) +1.1%; 52-week +7.6% OMC (Omnicom Group $89.30, +1.70) +2.0%; 52-week +15.2% OSCR (Oscar Health $32.80, +0.80) +2.4%; 52-week +112.8% PK (Park Hotels & Resorts $15.90, +0.10) +0.9%; 52-week +42.6% RHI (Robert Half $45.90, +1.20) +2.6%; 52-week +27.7% SCCO (Southern Copper $215.00, -1.00) -0.5%; 52-week +138.5% SCHW (Charles Schwab $114.30, +2.00) +1.8%; 52-week +19.3% SEIC (SEI Investments $111.60, +2.10) +1.9%; 52-week +26.7% SLDE (Slide Insurance Holdings, Inc. $23.70, +0.90) +4.1%; 52-week +62.2% SOLV (Solventum Corp. $90.30, +0.70) +0.8%; 52-week +25.4% SSRM (SSR Mining $38.20, +0.40) +1.1%; 52-week +125.8% SXT (Sensient Technologies $136.80, +2.20) +1.6%; 52-week +19.6% TGB (Trekor Metals Limited $9.10, -0.00) -0.5%; 52-week +195.1% TGT (Target $170.20, +4.80) +2.9%; 52-week +75.3% THC (Tenet Healthcare $280.80, -0.00) 0.0%; 52-week +58.3% V (Visa $380.30, +9.20) +2.5%; 52-week +10.6% VLO (Valero Energy $348.00, -0.90) -0.2%; 52-week +148.1% WEX (WEX Inc. $201.60, +1.60) +0.8%; 52-week +18.8% WT (WisdomTree $23.60, -0.00) +0.2%; 52-week +82.1% 52-Week Lows: 24 total; APP (AppLovin $300.70, -5.10) -1.7%; 52-week -28.2% ARDX (Ardelyx $3.80, -0.10) -2.7%; 52-week -38.1% ARRY (Array Technologies $4.60, -0.10) -2.2%; 52-week -45.4% ASLE (AerSale $5.60, +0.10) +1.2%; 52-week -36.4% BGM (Qilian International Holding Group $0.20, -0.00) -6.7%; 52-week -96.7% BGSI (Boyd Group Services $87.50, -0.70) -0.8%; 52-week -45.1% BWXT (BWX Technologies $152.20, -4.60) -2.9%; 52-week -8.0% CABO (Cable One $22.50, -0.30) -1.3%; 52-week -85.3% CCAP (Crescent Capital BDC €10.80, +0.10) +0.7%; 52-week -28.7% CMS (CMS Energy Corp $68.20, -0.00) 0.0%; 52-week -6.2% GOOS (Canada Goose $8.30, -0.50) -5.1%; 52-week -25.4% HUYA (HUYA, Inc. CNY2.10, -0.10) -2.5%; 52-week -36.0% IPGP (IPG Photonics $69.60, -3.70) -5.0%; 52-week -11.5% KRMD (KORU Medical Systems $3.20, -0.00) +0.6%; 52-week -21.4% LII (Lennox International $400.50, -2.30) -0.6%; 52-week -29.8% LX (LexinFintech Holdings $1.30, -0.00) -1.8%; 52-week -80.1% MATW (Matthews International $21.10, -0.10) -0.7%; 52-week -11.0% MDWD (MediWound $12.90, -0.30) -2.3%; 52-week -25.8% NIU (Niu Technologies $1.90, -0.00) -1.0%; 52-week -58.5% NRG (NRG Energy $112.20, -1.00) -0.8%; 52-week -23.1% NXH (Bed Bath & Beyond $4.00, -0.20) -4.1%; 52-week -58.7% WB (Weibo Corporation $7.00, -0.00) -0.6%; 52-week -38.0% XPEV (XPeng, Inc. $11.30, -0.80) -7.0%; 52-week -50.2% ZSQR (Z Squared, Inc. $3.70, -0.00) +0.5%; 52-week -72.7% # highs/lows by sector (67 in total) Commercial Services - 7 highs, 1 lows Consumer Durables - 1 highs, 2 lows Consumer Non-Durables - 2 highs, 1 lows Consumer Services - 1 highs, 2 lows Distribution Services - 0 highs, 1 lows Electronic Technology - 0 highs, 2 lows Energy Minerals - 3 highs, 0 lows Finance - 7 highs, 2 lows Health Services - 6 highs, 0 lows Health Technology - 3 highs, 4 lows Miscellaneous - 1 highs, 0 lows Non-Energy Minerals - 7 highs, 0 lows Producer Manufacturing - 0 highs, 3 lows Retail Trade - 2 highs, 1 lows Technology Services - 3 highs, 3 lows Utilities - 0 highs, 2 lows Related: ABNB, APP, ARDX, ARRY, ASLE, ATRC, AVAH, BBVA, BDX, BGM, BGSI, BHP, BWXT, CABO, CCAP, CGAU, CMS, DGX, DINO, ERO, FCX, FIVE, FLYW, GEO, GOOS, GPN, HCC, HUYA, IMAX, IPGP, IQV, KFY, KO, KRMD, KSPI, LH, LII, LX, MAN, MATW, MDWD, MTCH, NIQ, NIU, NRG, NXH, OMC, OSCR, PK, RHI, SCCO, SCHW, SEIC, SLDE, SOLV, SSRM, SXT, TGB, TGT, THC, V, VLO, WB, WEX, WT, XPEV, ZSQR...(more)	show story hide story
21-Aug-2026 19:52	StreetAccount Sector Summary - Healthcare Weekly Recap Friday synopsis: Healthcare equities finished broadly higher on Friday. Advancers beat decliners by 7:1 on the XLV. Healthcare +1.32% vs S&P 500 +0.43%. All major health groups ended higher by 1% or more to outperform the broader tape. After some profit-taking yesterday, Biopharma groups surged higher again, led by MRNA +8.9% and MRK +2.4%. XBI +1.44% and DRG +1.26%, finished the week higher +5.29% and +5.79% respectively. News flow very quiet across the sector. ABT +2.2% reached a key settlement in baby formula litigation; terms viewed as in line with expectations. Some small-cap biotech headlines including over $400M in private placements and Ambros Therapeutics going public via all-stock merger. A weekend PDUFA date for small-cap biotech CAPR (8.0%) remained the only catalyst on the calendar. CDC on Friday reported that weekly US measles cases are back at new highs, up more than double w/w. Macro: A very quiet end to a down trading week with little movement around the major market themes. Momentum trade quiet with some mixed (though not very incremental) updates around major AI narratives (Anthropic IPO valuation, potential Broadcom $60B debt offering, data center backlash). No progress toward any kind of diplomatic resolution to US/Iran war, though latest updates have suggested Trump has little appetite to return to kinetic action, Iran's president called for end of conflict (though he does not hold much sway), while "Economic D-Day" seen as unlikely to include China (which buys 90% of Iranian oil exports) given potential retaliation, further economic pain. Rates weaker again in Friday trading, tabbed in part to latest strong economic data. However, Treasuries yields higher for the week, more than erasing Treasury buyback announcement rally. Rate weakness added to latest scrutiny around debasement trade (gold, bitcoin rallying again, dollar index lowest in three months). Also somewhat of a waiting game ahead of key catalysts next week (Nvidia earnings, Jackson Hole). Notable Gainers on Friday: +102.6% HOWL (Werewolf Therapeutics): microcap; all-stock merger with Ambros Therapeutics; private placement ($150M) +15.4% SLS (SELLAS Life Sciences Group, Inc.): best performer on XBI; ~2X avg volume +9.2% ABUS (Arbutus Biopharma Corp.): share repurchase / tender offer +9.1% TEM (Tempus AI): follow-through; on nearly 3X average volume +8.9% MRNA (Moderna): follow-through; best performer on XLV +7.3% TGTX (TG Therapeutics): Betaville comments, we're told +6.2% NVAX (Novavax, Inc.): follow-through +5.9% SMMT (Summit Therapeutics): sympathy to ABBV/RemeGen +5.6% HCA (HCA Healthcare): second-best on XLV; on above average volume +2.4% MRK (Merck): follow-through +2.2% INNV (InnovAge Holding): upgraded at Keybanc +2.2% ABT (Abbott Labs): litigation settlement (infant formula) Notable Decliners on Friday: -8.0% CAPR (Capricor Therapeutics): worst performer on XBI; PDUFA is on Saturday -7.8% IOVA (Iovance Biotherapeutics): shares remain +19% for the week -3.2% PGEN (Precigen): off 52-week high, shares remain +18% for the week -1.1% RVMD (Revolution Medicines): Favus comments, we're told; Bernstein also commented on fair valuation -1.0% VEEV (Veeva Systems): worst performer on XLV; on light volume Week in Review: Healthcare equities outperformed for the week. The S&P 500 Healthcare Index up +4.30% vs the S&P 500 Index down (1.43%). Outperformers: Pharma, Biotech, MedTech, Services Underperformers: Managed Care Most major health groups were up mid-single digits on the week, each fueled in one way or another by a planned interim analysis of the phase 3 INTerpath-001 trial evaluating mRNA-4157 in combination with Keytruda in patients with melanoma. Wednesday's readout by Moderna and Merck resulted in over $73B in market-cap gains combined for the personalized cancer vaccine partners. The mRNA platform seen as de-risked again, for the first time outside of respiratory disease. Detailed data for the melanoma indication are expected in October, and topline results for larger indications such as lung cancer later this year. Beyond the biopharma read-throughs, mRNA supply chain and life science tools stocks saw their patience rewarded this week, boosting the MedTech group higher overall, and more than offsetting continued weakness in the medical device subgroup, where HIX enrollment changes remain a headwind. LST also boosted by the AI trade after Anthropic mentioned Twist Biosciences among its collaborators. Managed Care stocks were the lone decliner this week, largely a source of funds for the growth and risk-on trade. The White House named a current domestic policy aide as the next FDA Commissioner, and the measles outbreak continued to accelerate with the largest number of new cases this week. The Ebola outbreak in Congo now spread to an area bigger than France, and growing exponentially said the UN Coordinator on Ebola. Year-to-date, Healthcare +12.60% vs the S&P 500 +12.11%. Healthcare fifth out of eleven major sectors in CY26. Energy +41.24% and Utilities (0.23%) bracket them all. Notable movers for the week: Gainers: MRNA +129.2% - trial results in melanoma; upgrades; best performer on XLV and XBI AMLX +78.7% - trial results in post-bariatric hypoglycemia (PBH); secondary offering ARCT +63.4% - sympathy to MRNA (mRNA vaccine) MRVI +51.6% - sympathy to MRNA (mRNA supplier) TEM +39.5% - sympathy to MRNA via pending acquisition of PSNL PSNL +30.9% - sympathy to MRNA (genomic testing for cancer vaccines); deal stock / pending acquisition by TEM BNTX +25.2% - sympathy to MRNA (mRNA vaccine) TWST +22.8% - Anthropic blog post on protein design names Twist an external evaluator ARGX +22.1% - trial results in autoimmune myositis CAI +20.5% - sympathy to MRNA (LST subgroup) HIMS +20.0% - reaction to Heidi Overton appointment for FDA Commissioner HAE +19.8% - supply agreement with CSL.AU GRAL +17.2% - higher all five days; best week in 9 months TXG +16.1% - sympathy to TWST / Anthropic ILMN +14.9% - sympathy to TWST / Anthropic MRK +12.3% - trial results in melanoma; upgrade; downgrade TGTX +11.3% - Betaville comments on M&A CRSP +11.1% - gene editing squeeze higher with XBI rally NVAX +11.1% - sympathy to MRNA (vaccine adjuvants) IQV +9.8% - sympathy to TWST / Anthropic HALO +9.6% - sympathy to ARGX RGEN +8.6% - sympathy to MRNA (bioprocessing) VRTX +8.4% - 52W / all-time high DHR +8.1% - sympathy to MRNA (bioprocessing) Decliners: EYPT (63.9%) - trial results in wet AMD ALGN (10.3%) - July ortho data from Piper Sandler; worst performer on XLV; worst week since Aug 2025 MOH (5.7%) - follows +8% prior week; sympathy to CNC; MCO weakness on sector rotation CVS (4.3%) - sympathy to CNC; MCO weakness on sector rotation ISRG (4.0%) - West Coast Bus Trip comments; Piper Sandler defends on weakness CNC (3.6%) - CFO to retire; announced replacement; MCO weakness on sector rotation RARE (2.5%) - despite FDA approval of GENGLYCOS gene therapy for GSDIa Week Ahead (Sat - Sun): Aug 22 - 30 Regulatory calendar Sat 22-Aug: CAPR FDA PDUFA for deramiocel BLA for cardiomyopathy in DMD patients Tue 25-Aug: JAZZ FDA PDUFA for Ziihera sBLA for gastric cancers (RPRX, ZYME) Thu 27-Aug: GILD FDA PDUFA for BIC/LEN NDA (single-tablet bictegravir 75 mg/lenacapavir 50 mg) for treatment of HIV; AZN FDA PDUFA for camizestrant NDA in 1L HER2- breast cancer with ESR1 mutation (estimated, following 3-month extension announced 27-May; brand name ETCAMAH in EU) (OLMA, ROP.SW) Sun 30-Aug: 6446.TT (PharmaEssentia) FDA PDUFA for Besremi sNDA for Essential Thrombocythemia (ET) during August 2026: TAK FDA PDUFA for rusfertide NDA for polycythemia vera (PV) (PTGX, RPRX, ZEAL.DC) Earnings calendar Wed 26-Aug: after A (Agilent) (call at 16:30ET) Thu 27-Aug: before HQY (call at 8:30ET) Conference calendar Fri 28-Aug: European Society of Cardiology (ESC) 2026 (Aug 28-31) Related: 6446.TT, A, ABT, ABUS, ALGN, AMLX, ARCT, ARGX, AZN, BNTX, CAI, CAPR, CNC, CRSP, CVS, DHR, EYPT, GILD, GRAL, HAE, HALO, HCA, HIMS, HOWL, HQY, ILMN, INNV, IOVA, IQV, ISRG, JAZZ, MOH, MRK, MRNA, MRVI, NVAX, OLMA, PGEN, PSNL, PTGX, RARE, RGEN, ROP.SW, RPRX, RVMD, SLS, SMMT, TAK, TEM, TGTX, TWST, TXG, VEEV, VRTX, ZEAL.DC, ZYME, +AMBX...(more)	show story hide story
20-Aug-2026 16:36	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to lower overall on Thursday. Decliners beat advancers by nearly 4:1 on the XLV. Healthcare (1.89%) vs S&P 500 (0.87%). All major health groups ended lower on the session, and many were lightly mixed around the tape. Profit taking hit biopharma after yesterday's outsized moves; XBI (3.64%) and DRG (2.10%) today. Pullback for MRNA (23.6%), leading decliners on both the XLV and XBI. MRK and inline (2.0%) with off-setting rating changes in the name. LifeSci subgroup was relatively firm, with many names extending yesterday's advances on the mRNA renewal theme. Medical devices a source of funds in the group; ISRG (5.8%) cut August gains in half. IQV +2.7% and on track for +8% week, stock hit fresh 52-week highs, beat only by RVTY +3.9% on the XLV. DHR +2.1% another leading gainer and on track for +7% week, stock at a 6-month high. Insider selling at CAH (2.7%) raised some eyebrows, but Leerink (outperform) says nothing to see here. Peers were down 1-2%. Overnight, FDA approved a new gene therapy for a rare disease, and awarded a PRV to Ultragenyx which the company plans to monetize. RARE (3.5%). Executives at Cardinal Health disclosed the sale of a combined 250K shares of stock. Leerink analyst Michael Cherny says this is normal activity for the company. Analysts continue to debate the meaning of yesterday's INTerpath-001 trial results, leading to one upgrade (new street high PT) and one downgrade (valuation) for Merck. Yesterday, Healthcare equities saw their best day in 16 months, with optimism fueled by the Moderna-Merck trial results in melanoma. The XBI +5.90% saw its second-best gain of the year, the DRG +3.77% best day in ten months. Not only were mRNA pipelines rewarded on Wednesday, the life sciences subgroup that supports mRNA processing saw strong gains in reaction. Not much focus yet on the White House appointment of Heidi Overton for the next FDA Commissioner. Macro More defensive tone with several dynamics in play. Long-end rates have given back a big chunk of yesterday's buyback boost support with takeaways skepticism about Treasury's ability to offset structural pressures already at work, though Bessent flagged an increased focus on fiscal consolidation during CNBC interview today. Oil higher again as Trump ratcheted up economic threats against Iran, while bigger issue from a global growth perspective seems to be refining capacity constraints and implication for products (diesel in focus). Today has also brought another batch of softer results out of retail (and more tariff refund noise), playing into some of the more recent concerns about the waning tailwind from outsized tax refunds. Some pockets of stabilization in momentum following a big two-day selloff that seemed to be more about quant/systematic flows but also raised some questions about the bar for AI headlines. Notable Gainers +14.8% MRVI (Maravai Lifesciences): follow-through, shares were +26% yesterday +12.5% IOVA (Iovance Biotherapeutics): best performer on XBI; follow-through, shares +29% WTD +8.8% TEM (Tempus AI): follow-through, shares were +24% yesterday +6.9% ARCT (Arcturus Therapeutics): follow-through, shares were +25% yesterday +6.6% DIM.FP (Sartorius Stedim Biotech): upgraded at UBS +6.1% SRT3.GR (Sartorius): upgraded at UBS +5.4% GRAL (GRAIL, Inc.): follow-through, shares +16% WTD +3.9% RVTY (Revvity): best performer on XLV; on heavy volume, shares +6% WTD +2.8% IQV (IQVIA Holdings): 52-week high; above average volume, shares +8% WTD +2.5% HIMS (Hims & Hers Health): above average volume +2.1% DHR (Danaher): on average volume, shares +7% WTD Notable Decliners -23.5% MRNA (Moderna): worst performer on XLV and XBI; follow-through, shares were +177% yesterday -14.3% CAPR (Capricor Therapeutics): PDUFA is Saturday; Feuerstein article -14.3% EYPT (EyePoint Pharmaceuticals): on 2X volume, shares down (63%) WTD -5.8% ISRG (Intuitive Surgical): on above average volume -5.0% BSX (Boston Scientific): on above average volume -4.6% RXRX (Recursion Pharmaceuticals): on above average volume -3.5% RARE (Ultragenyx Pharmaceutical): FDA approves GENGLYCOS gene therapy; WAC price $2.7M -2.9% IDXX (IDEXX Laboratories): on below average volume -2.5% ALGN (Align Technology): follow-through, shares down (12%) WTD -2.0% MRK (Merck): follow-through; upgraded at Morgan Stanley; downgraded at RBC Capital Markets -2.0% BNTX (BioNTech): follow-through, shares were +22% yesterday Capricor Therapeutics DMD treatment is headed for FDA rejection, writes STAT News' Feuerstein STAT News' Adam Feuerstein writes an opinion piece where he repeats his belief that deramiocel will be rejected by FDA, and that recent CEO comments on a BLA amendment are a hollow and unsupported stall tactic. Shares of CAPR traded down (14.4%) on Thursday, and are currently +3% WTD / +78% MTD / (76%) YTD. Ultragenyx Pharmaceuticals with muted reaction to FDA approval RARE announced that FDA approves Genclycos (pariglasgene brecaparvovec, formerly DTX401) BLA for treatment of glycogen storage disease type IA (GSDIa). PDUFA goal date was Sunday 23-Aug. On the call: Announced WAC price $2.7M, and affirmed sufficient launch inventory. Plans to provide no revenue guidance until the products sixth quarter post-launch. Cardinal Health execs sell company stock CAH C-suite sold approximately 250K shares combined, representing nearly $60M in stock. Quick take: Leerink Partners analyst Michael Cherny (outperform rated) writes that this is normal activity for the company, given the fiscal calendar and awards, and sees no reason to believe it signals any change in insider views. Notable research in Healthcare today Pharma: MRK upgraded to overweight from equal-weight at Morgan Stanley (Terence Flynn), target increased to $179 from $116 or approx. 18% upside. (FactSet average PT $146; range $105-179) MRK downgraded to sector perform from outperform at RBC Capital Markets (Trung Huynh), notes valuation. Target increased however to $150 from $142 or approx. 1% downside. Leerink Partners analyst Lili Nsongo publishes a deep dive on mRNA vaccine pipelines from respiratory to cancer - not just Merck-Moderna. (ARCT, BNTX, CSL.AU, GSK, PFE, SNY) UBS analyst Michael Yee publishes a deep dive on BMY ahead of phase 3 readout in Q4 (estimates October) for admilparant in IPF. Biotech: ACOG initiated buy at B Riley Securities (William Wood), target is $21 or approx. 136% upside. CALC initiated buy at Guggenheim Securities (Vamil Divan), target is $9 or approx. 1375% upside. ELOX initiated buy at Lucid Capital Markets (Dev Prasad), target is $38 or approx. 109% upside. INCY initiated buy at Canaccord Genuity (John Newman), target is $152 or approx. 18% upside. MIST initiated overweight at Cantor Fitzgerald (Olivia Brayer Saunders), target is $3 or approx. 178% upside. PRQR initiated buy at BofA (Alec Stranahan), target is $8 or approx. 260% upside. QNCX initiated buy at Craig-Hallum Capital (Albert Lowe), target is $68 or approx. 97% upside. SRZN initiated outperform at William Blair (Lachlan Hanbury-Brown) MedTech: DIM.FP upgraded to buy from neutral at UBS (Matthew Weston), target increased to €260 from €220 or approx. 42% upside. SRT3.GR upgraded to buy from neutral at UBS (Matthew Weston), target increased to €300 from €240 or approx. 24% upside. CERS initiated buy at Freedom Broker (Ilya Zubkov), target is $6.50 or approx. 132% upside. FRNM initiated buy at Guggenheim Securities (Subbu Nambi), target is $21 or approx. 54% upside. (FactSet average PT $17; range $17-18) Services: PGNY initiated overweight at Wells Fargo Securities (Stan Berenshteyn), target is $37 or approx. 45% upside. Post-close news Secondary offering: AVAH announced 15M share offering for holders, with an option for another 2.3M shares. Shares trading (8.3%) in the after-hours Research: HCAT downgraded to hold from buy at Canaccord Genuity (Richard Close), target cut to $1.80 from $3. On Deck: Regulatory on Sat 22-Aug: CAPR FDA PDUFA for deramiocel BLA as treatment for cardiomyopathy in patients with Duchenne Muscular Dystrophy (DMD). Note: Negative FDA Adcomm on 29-Jul. Note x2: Management commented on 13-Aug that extension was possibility, based on BLA amendment and upper limb function in patients with DMD indication. Peek Ahead to next week (Aug 23-30) Regulatory: JAZZ FDA PDUFA for Ziihera sBLA for gastric cancers on Tue 25-Aug GILD FDA PDUFA for single-tablet bictegravir 75 mg/lenacapavir 50 mg NDA for treatment of HIV on Thu 27-Aug Earnings: Agilent (A) fiscal Q3 report on Wed 26-Aug (call at 16:30ET) Conference: European Society of Cardiology (ESC) 2026 (Aug 28-31) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: A, ACOG, ALGN, ARCT, AVAH, BMY, BNTX, BSX, CAH, CALC, CAPR, CERS, CSL.AU, DHR, DIM.FP, ELOX, EYPT, FRNM, GILD, GRAL, GSK, HCAT, HIMS, IDXX, INCY, IOVA, IQV, ISRG, JAZZ, MIST, MRK, MRNA, MRVI, PFE, PGNY, PRQR, QNCX, RARE, RVTY, RXRX, SNY, SRT3.GR, SRZN, TEM...(more)	show story hide story
20-Aug-2026 10:09	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (90 total) 52-Week Highs: 67 total; due to the volume, we are only displaying those with market cap >$5B BDX (Becton Dickinson $189.10, +1.50) +0.8%; 52-week +21.5% BIO (Bio-Rad Laboratories $367.80, +3.50) +1.0%; 52-week +27.5% CART (Instacart $51.00, +0.40) +0.7%; 52-week +9.8% CHRD (Chord Energy $151.30, +3.50) +2.4%; 52-week +48.2% CHYM (Chime Financial $33.10, -0.00) -0.1%; 52-week +18.0% CVE (Cenovus Energy $33.10, +0.60) +1.8%; 52-week +122.6% DAR (Darling Ingredients $68.80, +1.90) +2.8%; 52-week +121.9% DGX (Quest Diagnostics $244.70, +2.90) +1.2%; 52-week +33.8% EC (Ecopetrol $18.10, +0.20) +1.1%; 52-week +103.3% EOG (EOG Resources $153.20, +3.70) +2.5%; 52-week +30.5% FANG (Diamondback Energy $215.70, +7.10) +3.4%; 52-week +55.2% GKOS (Glaukos $190.70, +1.10) +0.6%; 52-week +109.5% ILMN (Illumina $211.80, +6.80) +3.3%; 52-week +108.4% IQV (IQVIA Holdings $255.40, +6.10) +2.5%; 52-week +32.8% KO (Coca-Cola $91.10, +0.70) +0.8%; 52-week +29.9% LH (Labcorp Holdings $334.00, +3.50) +1.1%; 52-week +21.1% NDSN (Nordson $323.20, +13.30) +4.3%; 52-week +48.6% NTRA (Natera $329.60, +4.60) +1.4%; 52-week +105.9% OSCR (Oscar Health $33.10, +0.80) +2.6%; 52-week +99.3% OVV (Ovintiv $67.20, +1.70) +2.5%; 52-week +74.5% PR (Permian Resources Corp. $23.90, +0.90) +3.7%; 52-week +82.8% PRAX (Praxis Precision Medicines $379.90, -6.30) -1.6%; 52-week +748.1% PSX (Phillips 66 $246.10, +3.80) +1.6%; 52-week +101.4% RGEN (Repligen Corp. $180.40, +4.10) +2.3%; 52-week +46.1% RPRX (Royalty Pharma $61.70, -0.10) -0.1%; 52-week +71.3% SEIC (SEI Investments $108.50, +1.10) +1.0%; 52-week +22.9% SM (SM Energy $38.00, +1.90) +5.1%; 52-week +48.5% TRGP (Targa Resources $302.10, +5.10) +1.7%; 52-week +87.9% TXG (10X Genomics $62.20, -0.00) 0.0%; 52-week +363.9% 52-Week Lows: 23 total ACIC (American Coastal Insurance Corporation $9.30, -0.10) -1.2%; 52-week -14.4% AMSF (Amerisafe $25.90, -0.30) -1.2%; 52-week -43.5% CABO (Cable One $25.70, -0.20) -0.9%; 52-week -84.0% CLNE (Clean Energy Fuels $1.60, -0.00) -1.0%; 52-week -35.2% CPRI (Capri Holdings $13.80, -0.60) -3.9%; 52-week -31.1% CRH (CRH plc $92.80, -1.90) -2.0%; 52-week -17.4% DKS (Dick's Sporting Goods $182.20, -9.10) -4.8%; 52-week -19.9% ESAB (ESAB Corp. $77.70, -1.20) -1.5%; 52-week -31.4% FLX (BingEx CNY1.90, -0.00) +0.5%; 52-week -39.6% GME (GameStop $17.90, -0.20) -0.9%; 52-week -21.7% GOGO (Gogo $2.60, -0.10) -2.6%; 52-week -78.5% GXO (GXO Logistics $45.10, -1.30) -2.8%; 52-week -15.5% HUYA (HUYA, Inc. CNY2.20, -0.10) -2.5%; 52-week -32.9% HVII (Hennessy Capital Investment Corp. VII $8.80, -1.70) -16.4%; 52-week -13.2% IEP (Icahn Enterprises $6.60, -0.10) -1.4%; 52-week -22.1% IPX (Iperionx $20.10, -1.50) -6.9%; 52-week -51.0% LAB (Standard BioTools $0.60, -0.00) -3.7%; 52-week -49.1% LX (LexinFintech Holdings $1.30, -0.00) -1.8%; 52-week -78.7% MATW (Matthews International $21.70, -0.30) -1.4%; 52-week -9.1% MBI (MBIA $4.70, -0.10) -1.8%; 52-week -27.6% MRLN (Merlin $3.20, -0.10) -3.8%; 52-week -69.3% QFIN (Qifu Technology CNY11.40, -0.40) -3.0%; 52-week -60.8% SRG (Seritage Growth Properties $2.10, -0.00) -0.2%; 52-week -39.3% # highs/lows by sector (90 in total) Commercial Services - 2 highs, 1 lows Communications - 0 highs, 1 lows Consumer Durables - 1 highs, 0 lows Consumer Non-Durables - 2 highs, 0 lows Consumer Services - 0 highs, 1 lows Distribution Services - 1 highs, 0 lows Energy Minerals - 11 highs, 1 lows Finance - 6 highs, 7 lows Health Services - 6 highs, 0 lows Health Technology - 24 highs, 1 lows Industrial Services - 3 highs, 0 lows Miscellaneous - 1 highs, 0 lows Non-Energy Minerals - 0 highs, 2 lows Producer Manufacturing - 2 highs, 2 lows Retail Trade - 0 highs, 3 lows Technology Services - 2 highs, 1 lows Transportation - 5 highs, 2 lows Utilities - 1 highs, 1 lows Related: ACIC, AMLX, AMSF, ATAI, ATRC, AVAH, BDCO, BDX, BIO, BLFS, CABO, CART, CHRD, CHYM, CLNE, CPRI, CRDL, CRH, CURN, CVE, DAC, DAR, DGX, DKS, EC, EOG, ESAB, FANG, FHTX, FLX, GKOS, GME, GOGO, GXO, HAE, HELP, HUYA, HVII, IEP, ILMN, IMAX, IOVA, IPX, IQV, KIDS, KNTK, KO, LAB, LB, LFST, LH, LPG, LX, MATW, MBI, MG, MLAB, MRLN, MRVI, MTA, NDSN, NMM, NTRA, OABI, OGN, OSCR, OVV, PBT, PR, PRAX, PRLD, PSNL, PSX, QFIN, RGEN, RMAX, RPRX, SCSC, SEIC, SGLA, SM, SOME, SOPH, SRG, TALO, TDW, TRGP, TXG, UMH, XPRO...(more)	show story hide story
04-Aug-2026 16:24	IQV IQVIA Holdings and Medera Inc. announce strategic collaboration to accelerate the development of cardiac gene therapies and human-based drug discovery platforms ($228.20) The collaboration brings together IQVIA's global clinical trial and commercialization infrastructure with Medera's platforms: Sardocor, focused on developing disease-modifying gene therapies for difficult-to-treat cardiovascular diseases, and Novoheart, a provider of engineered human-based cardiac tissue for disease modelling and drug screening. Sardocor will leverage IQVIA's regulatory and trial execution expertise to advance its FDA-cleared, first-in-human AAV-based gene therapy programs. IQVIA will support patient recruitment, data quality and regulatory filings, including applications for expedited FDA designations. Novoheart's mini-Heart platform is already instrumental in securing IND and Fast Track designations and offers a predictive, human-based alternative to animal testing. The platform is expanding into multiple organ systems to support drug discovery and safety testing under the FDA Modernization Act 2.0. Reference Link: Press release	show story hide story
04-Aug-2026 13:49	StreetAccount Sector Summary: Healthcare Monthly Recap - July 2026 Month in Review: Healthcare equities outperformed for the month of July 2026. The S&P 500 Healthcare Index added +2.24% vs the S&P 500 Index down (0.13%). Third straight month of gains for Healthcare, and second straight month of outperformance. Outperformers: MedTech, Services Underperformers: Biotech, Managed Care, Pharma Most major health group returns were widely split for the month, either up MSD or down MSD. Pharma group the exception with DRG down (1.11%) including large-cap drugmakers even more widely split in July, between BMY +13%, on earnings, and AZN (11%), on trial results. Q2 earnings were the primary source of newsflow in July, and were off to an ominous beginning with a negative preannouncement by HCA, which pinned volume softness on HIX enrollment declines after the expiry of ACA subsidies. Medical device subgroup traded weaker on this headline, including and through the report by ISRG which echoed concerns around procedure volumes due to the ACA changes. From there forward, sentiment and commentary from peers (both hospitals and device makers) was surprisingly resilient and supported some of the best gains in July. Biopharma M&A continued with several high-premium deals, and the XBI topped $160 for the first time since February 2021, before cooling off in the back half of the month. XBI fell more than (7%) in July, coming after its best month in years during June. Top 5 on the XLV: +23.9% DXCM, +22.7% BAX, +22.3% REGN, +21.6% IQV, +16.5% ABT Bottom 5 on the XLV: -21.7% MRNA, -11.2% ISRG, -8.4% HUM, -6.1% BIIB, -5.0% WST Year-to-date, Healthcare +4.86% vs the S&P 500 +9.41%. Healthcare seventh out of eleven major sectors in CY26. Energy +32.77% and Consumer Discretionary (0.31%) bracket them all. Two IPOs in July, twenty-one YTD 2026: versus three in July 2025 / twenty YTD 2025 cumulatively raised $6.39B YTD vs $2.55B YTD 2025 APMD +56.3% - raised $192M - Biotech SCTX +29.9% - raised $129M - Biotech Notable movers for the month: Gainers: FBRX +260.5% - acquired by ARGX for $2.2B CRNX +123.2% - acquired by VRTX for $10.0B TRAX +118.9% - sympathy to FBRX and TEVA; best performer on XBI AVTR +39.2% - stock higher 11 straight weeks (including earnings 29-Jul) THC +36.2% - earnings CORT +31.7% - earnings DXCM +23.9% - sympathy to ABT (diabetes tech); earnings; best performer on XLV BAX +22.7% - earnings (concluding best one-week gain and third-best month of all time) MMSI +22.6% - earnings; best month since April 2020 REGN +22.3% - earnings; best week in nearly four years IQV +21.6% - earnings MMED +20.7% - sympathy to ABT (diabetes tech) GKOS +19.3% - earnings ILMN +16.6% - earnings; stock higher four straight months ABT +16.5% - earnings; best month since April 2020 TMO +14.5% - earnings; stock higher six straight weeks BMY +13.3% - earnings; 52-week high UHS +13.3% - Medicare proposed rules for HH, OP, ASC; downgrade; earnings Decliners: CAPR (84.0%) - FDA briefing docs / Adcom; worst performer on XBI IONS (34.7%) - trial results in ATTR-CM with AZN; Roche discontinued HD program; Biogen presented CELIA at AAIC; downgraded at Wolfe ALNY (31.7%) - sympathy to AZN trial results in ATTR-CM TEM (24.3%) - acquired PSNL for $1.5B; earnings; fifth double-digit % month in CY2026 MRNA (21.7%) - follows +48% in prior month; worst performer on XLV HIMS (19.9%) - sixth double-digit % month in CY2026; FDA panel recommends peptides for compounding; FTC lawsuit RDY (18.2%) - semaglutide supply issues; downgrades IBRX (18.1%) - shares remain +262% YTD; UAE MAA for Anktiva CELC (17.4%) - FDA approved REVTORPYK; launch readiness questioned CRSP (12.0%) - gene editing weakness with XBI (7.10%) ending six-month win streak ISRG (11.2%) - earnings/procedure growth (comments on HIX/uninsured) AZN (10.5%) - trial results in ATTR-CM w/IONS Related: ABT, ALNY, APMD, ARGX, AVTR, AZN, BAX, BIIB, BMY, CAPR, CELC, CORT, CRNX, CRSP, DXCM, FBRX, GKOS, HIMS, HUM, IBRX, ILMN, IONS, IQV, ISRG, MMED, MMSI, MRNA, PSNL, RDY, REGN, SCTX, TEM, TEVA, THC, TMO, TRAX, UHS, VRTX, WST...(more)	show story hide story
31-Jul-2026 21:36	StreetAccount Sector Summary - Healthcare Weekly Recap Friday synopsis: Healthcare equities finished mixed and moderately lower overall on Friday. At the close, decliners just outnumbered advancers on the XLV, breadth significantly improved from the morning session. Healthcare (0.55%) vs S&P 500 +0.70%. All major health groups lagged the wider tape, and most ended red on the session. Services group today's relative performer, including UHS +3.2% among top performers on the XLV. Declines moderated in the afternoon session, only the XBI (2.94%) significantly lower on the day, followed by DRG (0.95%). Biotech returns were market-cap agnostic. Daily double for REPL +107.0% on favorable FDA Adcom outcome. DRG (1.65%) with NVO (8.8%) on late-stage setback for IL-6 program with read-across negative into SMID-cap biotech. Large-cap drugmakers end mixed on the session, including ABBV (2.5%) following the Q2 print. A pair of medical device names bracketed the XLV on respective earnings updates, DXCM +12.0% and SYK (6.4%). TNDM +2.6% but other diabetes tech names unable to keep pace. Stryker's soft outlook reading across cautiously to LC ortho peers. Hospitals were the only notable pockets of strength today. Macro: Lots of moving pieces to end a busy week. Momentum better again on the back of a big Thursday bounce, though not a one-way trade despite latest flurry of deleveraging done/cleaner positioning chatter. Hyperscaler capex ROI momentum in focus for a second straight session with the blowout AWS results (and AI/chip business momentum) from AMZN. However, also a flurry of big earnings decliners today, including AAPL on softer Sep Q guidance chalked up to supply chain and input cost pressures. Renewed backup in yields the other big story, though no one specific catalyst (FOMC dissent details, more Warsh credibility headlines, BoJ and yen intervention dynamics, higher oil). Combination of momentum outperformance and higher yields may be acting as overhangs on the broadening out trade (with technicals also recently flagged). Today marks month-end (momentum unwind the big story for July) and August represents one of the worst months from a seasonal perspective (though buybacks pick up throughout the month). Next week brings another big week of earnings (~14% of S&P 500 market cap) and high-profile July macro data. Notable Gainers on Friday: +107.0% REPL (Replimune Group): FDA panel recommends vuso-vec; upgrade; best performer on XBI +56.3% APMD (Apnimed): day one IPO (biotech) +20.2% ITGR (Integer Holdings): media report, in talks to be acquired by KKR +14.7% CDNA (CareDx): earnings +13.4% IRWD (Ironwood Pharmaceuticals): sympathy to AbbVie (Linzess); best one-day return in six months +12.0% DXCM (Dexcom): earnings; best performer on XLV +6.3% GH (Guardant Health): earnings Notable Decliners on Friday: -72.6% KPTI (Karyopharm Therapeutics): trial results in endometrial cancer; downgrades -63.6% BIOA (BioAge Labs): sympathy to NVO -46.7% MYGN (Myriad Genetics): earnings; worst performer on XBI -27.2% GLUE (Monte Rosa Therapeutics): sympathy to NVO -22.5% VCYT (Veracyte): earnings -20.2% ALHC (Alignment Healthcare): earnings -13.2% IOVA (Iovance Biotherapeutics): sympathy to REPL -10.1% NBIX (Neurocrine Biosciences): earnings -9.9% PTCT (PTC Therapeutics): earnings -8.8% NVO (Novo Nordisk): trial results with IL-6 in MACE reductions -6.4% SYK (Stryker): earnings; worst performer on XLV -5.4% MRNA (Moderna): earnings Week in Review: Earnings scorecard: According to FactSet Scorecard, with 35.54% of companies (59 of 166) having reported, 94.92% of the S&P 1500 Health Care (SP567-SPX) have beaten consensus EPS expectations, vs 81.71% last year (Q2 2025), with an average beat of +12.67% vs +8.67% last year. On the topline, 93.22% have beaten sales expectations, vs 82.32% last year (Q2 2025), with an average beat of +2.94% vs +2.56% last year. Healthcare equities underperformed for the week. The S&P 500 Healthcare Index essentially flat (0.01%) vs the S&P 500 Index higher +1.05%. Outperformers: MedTech, Services Underperformers: Managed Care, Biotech, Pharma Major health groups were widely mixed around the tape this week. Earnings calendar the primary source of newsflow with key reports from all corners of the sector. Strong earnings combined with upgraded outlooks lifted most equipment stocks, despite the setup from HCA's recent warning. Obesity duopoly weighed by Cigna commentary on GLP-1s, and Novo Nordisk diversification strategy took a hit after ZEUS trial failure. JNJ proposed a $5.5B settlement to resolve MDL talc litigation. FDA Adcoms are back - and the REPL case a good reminder why. The same committee agreed with FDA on the CAPR case. Biotech returns driven more this week by earnings than M&A. Year-to-date, Healthcare +4.86% vs the S&P 500 +9.41%. Healthcare seventh out of eleven major sectors in CY26. Energy +32.77% and Consumer Discretionary (0.31%) bracket them all. Notable movers for the week: Gainers: TRAX +24.0% - best performer on XBI; follow-through, shares +119% for the month AVTR +20.5% - earnings; upgraded at Jefferies CORT +20.1% - earnings; Lifyorli launch KNSA +18.3% - earnings; raised guidance for Arcalyst BAX +16.8% - earnings; upgraded at Citi; best performer on XLV DXCM +16.6% - earnings; raised guidance REGN +16.3% - earnings; Dupixent beat REPL +15.5% - FDA briefing documents (negative); FDA Adcom (positive) MMSI +14.4% - earnings; raised guidance TEVA +13.6% - earnings; sympathy to ALVO site inspection IQV +13.0% - earnings; raised guidance GEHC +12.3% - earnings; reaffirmed GH +10.0% - earnings SOLV +9.5% - assumed buy at UBS (upgrade) THC +9.3% - follows +20% prior week; sympathy to UHS RGEN +6.9% - earnings Decliners: CAPR (80.5%) - FDA briefing documents / FDA Adcom (negative); worst performer on XBI ALNY (24.4%) - earnings; lowers guidance for Amvuttra ALHC (23.6%) - earnings; guidance VCYT (18.2%) - earnings LEGN (16.5%) - CEO steps down to pursue outside opportunity MDGL (14.2%) - earnings HUM (6.5%) - earnings; 3 upgrades & 1 downgrade; worst performer on XLV WAY (6.2%) - earnings; CFO departs for personal reasons Week Ahead (Sat - Sun): Aug 1 - 9 Regulatory calendar Sun 2-Aug: FDA PDUFA for REPL vuso-vec BLA Wed 5-Aug: FDA PDUFA for MRNA mFlusiva BLA Corporate calendar Mon 3-Aug: JNJ hosting business update call to discuss recent FDA approval of OTTAVA Robotic Surgery System (8:00ET); MRK hosting business update call post-International AIDS Conference (8:00ET) Wed 5-Aug: NAMS hosting Investor Day meeting (9:00ET) Earnings calendar Mon 3-Aug: before 4523.JP, KRYS, TGTX, TWST after VRTX, JAZZ Tue 4-Aug: before BAYN.GR, MRK, PFE, IDXX, WAT, BNTX, SNN, FMS, RVTY, HSIC, BRKR, RYTM, INDV after AMGN, GILD, DVA, ARWR, BIO, PACS, TVTX, ACAD, HNGE Wed 5-Aug: before LLY, NVO, CVS, COR, ONC, SDZ.SW, MDLN, FRE.GR, RPRX, UTHR, ZBH, ELAN, PODD, CRL, KYMR, LIVN after MCK, RVMD, STE, SOLV, EXEL, EHC, QGEN, MIRM, BLLN, CAI, NVST, ARQT, RCUS, GRAL Thu 6-Aug: before BDX, ZTS, ROIV, INSM, MRK.GR, VTRS, PRAX, OSCR, IMVT, LNTH, TFX, LGND, SRRK, SHC, LFST, HAE, ITGR, PRVA after NTRA, RMD, GMAB, BMRN, HALO, CYTK, GMED, XENE, DFTX, TXG, CON, RLAY, ICUI, IRTC, DNLI Conference calendar n/a Syndicate calendar / potential IPO pricing n/a Related: 4523.JP, ABBV, ACAD, ALHC, ALNY, ALVO, AMGN, APMD, ARQT, ARWR, AVTR, BAX, BAYN.GR, BDX, BIO, BIOA, BLLN, BMRN, BNTX, BRKR, CAI, CAPR, CDNA, CON, COR, CORT, CRL, CVS, CYTK, DFTX, DNLI, DVA, DXCM, EHC, ELAN, EXEL, FMS, FRE.GR, GEHC, GH, GILD, GLUE, GMAB, GMED, GRAL, HAE, HALO, HNGE, HSIC, HUM, ICUI, IDXX, IMVT, INDV, INSM, IOVA, IQV, IRTC, IRWD, ITGR, JAZZ, JNJ, KNSA, KPTI, KRYS, KYMR, LEGN, LFST, LGND, LIVN, LLY, LNTH, MCK, MDGL, MDLN, MIRM, MMSI, MRK, MRK.GR, MRNA, MYGN, NAMS, NBIX, NTRA, NVO, NVST, ONC, OSCR, PACS, PFE, PODD, PRAX, PRVA, PTCT, QGEN, RCUS, REGN, REPL, RGEN, RLAY, RMD, ROIV, RPRX, RVMD, RVTY, RYTM, SDZ.SW, SHC, SNN, SOLV, SRRK, STE, SYK, TEVA, TFX, TGTX, THC, TRAX, TVTX, TWST, TXG, UHS, UTHR, VCYT, VRTX, VTRS, WAT, WAY, XENE, ZBH, ZTS...(more)	show story hide story
30-Jul-2026 17:35	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished broadly lower on Thursday. Decliners beat advancers by 4:1 on the XLV. Healthcare (1.65%) vs S&P 500 +1.66%. Most major health groups ended red on the session; Biotech widely mixed with earnings updates, but small-caps caught a bid to drive XBI gains. Breadth positive on the XBI +2.40% on the session / and green WTD. ALNY (28.3%) after guidance reset underpins the ETF. Decliners are led today by Pharma with the DRG (2.38%). SNY (4.4%) dragged the Drug Index lower despite a Q2 beat-and-raise; new CEO emphasizes need for disciplined BD and M&A focus to return to growth. LLY (4.5%), lower on Cigna comments on GLP-1s, and JNJ (3.7%) also down for the session. Outlier was BMY +2.8% on Q2 viewed strong operationally. BAX +8.0%, on earnings, and LLY bracketed the XLV. Earnings calendar heaviest yet for the Q2 season. Broad range of reports across the sector and market caps. TDOC (28.3%) with a mixed Q2 last night, noted a cash pay decline beyond internal assumptions. SMID-cap biotechs volatile on launch / sales updates. Alnylam Pharma trims FY outlook for Amvuttra in the second-line setting after another quarter under the belt. CORT +27.3% reported strong initial quarter sales for Lifyorli. CFO told investors that inventory was not a big factor either. Baxter margins handily beat consensus, topline also widely beat. CMS published final PPS rules for IPF and SNF, both matching their respective proposed growth rates of +2.3% and +2.4%. FDA panel voted 9-3 against the one voting question - evidence of efficacy in the treatment of cardiomyopathy in DMD patients. Shares of CAPR resumed, trading down another (36.2%). CTGTAC turns attention to Replimmune's BLA today. Shares of REPL are halted throughout the meeting. Vote planned post-close. Huge slate of earnings tonight, and a few more tomorrow morning. Macro Momentum bounce the big story. Played into recent talk around unwind largely exhausted, oversold conditions, though biggest focus on hedge fund Situational Awareness, which suffered heavy losses from AI trade selloff. Firm exited all public investments, which helped ease fears around technical/leverage issues, disorderly unwind. Also plenty of support for the fundamental compute/capex narrative from the earnings calendar (though not a new dynamic). Big tech earnings takeaways mixed, including when it comes to AI capex ROI/monetization debate. Still a lot of focus on the Fed/Warsh, though rates have stabilized after long-end was hit yesterday on reaction fund uncertainty and inflation credibility dynamics. Economic calendar largely a non-factor today ahead of high-profile data next week. Middle East also seems to be on the backburner with lots of moving pieces, including potential for an extended/heightened wave of US attacks, expansion (recent explosion in Egypt), diplomatic efforts, and a pickup in SoH transit. Notable Gainers +27.3% CORT (Corcept Therapeutics): earnings +14.1% TRAX (First Tracks Biotherapeutics Inc): best performer on XBI; on avg volume; shares +134% MTD +12.6% SMTI (Sanara MedTech): acquired by MDGX for $35/shr +12.1% GRAL (GRAIL, Inc.): diagnostics outperforming, turn weekly declines around; second-best on XBI +9.1% IBRX (ImmunityBio): MAA in UAE +8.0% BAX (Baxter International): earnings; best performer on XLV +6.3% MRNA (Moderna): shares +96% YTD +6.2% REGN (Regeneron): earnings +5.7% GH (Guardant Health): diagnostics outperforming, turn weekly declines around +4.2% GKOS (Glaukos): earnings +2.8% BMY (Bristol Myers Squibb): earnings Notable Decliners -36.2% CAPR (Capricor Therapeutics): FDA panel vote against; downgrades; worst performer on XBI -28.3% TDOC (Teladoc Health): earnings -28.3% ALNY (Alnylam Pharmaceuticals): earnings, guidance; second-worst on XBI -14.6% WAY (Waystar Holding): earnings -10.4% OMCL (Omnicell): earnings -9.8% MDGL (Madrigal Pharmaceuticals): earnings -4.5% LLY (Eli Lilly): worst performer on XLV; sympathy to Cigna comments on GLP-1 -4.4% SNY (Sanofi): earnings; comments on BD and M&A -3.9% IQV (IQVIA Holdings): shares remain +14% WTD -3.7% ALGN (Align Technology): earnings -3.7% JNJ (Johnson & Johnson): shares turn red WTD -3.1% AMRX (Amneal Pharmaceuticals): earnings -3.1% VEEV (Veeva Systems): shares remain +8% WTD -3.0% CI (Cigna Group): earnings -2.9% PODD (Insulet): shares remain +1% WTD -2.7% GEHC (GE HealthCare Technologies): shares remain +15% WTD -1.7% BBIO (BridgeBio Pharma): sympathy to ALNY -1.0% VKTX (Viking Therapeutics): earnings Baxter higher following Q2 beat-and-raise BAX reports EPS $0.56 ex-items vs FactSet $0.37 on revenue $2.96B vs FS $2.80B. Margins beat handily. Raises FY EPS guidance by $0.10 at the midpoints, revenue growth guidance now +3-4% vs prior flat to +1%. Additional earnings in MedTech ICLR reported Q2 EPS $2.56 ex-items vs FactSet $2.55 on revenue $2.06B vs FS $2.00B, adj EBITDA $327.2M vs FS $322.3M. Reaffirms FY26 guidance top and bottom. ALGN reported Q2 EPS $2.64 ex-items vs FactSet $2.62 on revenue $1.06B vs FS $1.05B. Aligner volume increased 7.4% y/y to 691.8K cases. GKOS reported Q2 EPS ($0.31) vs FactSet ($0.21) on revenue $185.6M vs FS $150.9M. Raises FY revenue outlook by $62.5M at the midpoints. WAY reported Q2 NG EPS $0.43 vs FactSet $0.40 on revenue $319.7M vs FactSet $316.2M, adj EBITDA $136.7M vs FS $131.1M. Raises FY26 EPS guidance by 2c, adj EBITDA by $5M, and the low-end of revenue guidance. ADPT reported Q2 EPS ($0.25) vs FactSet ($0.13) on revenue $71.6M vs FS $65.4M. Raises FY26 outlook for MRD business revenue by $8M. Cigna lower following Q2 beat-and-raise; highlights declining coverage for GLP-1s CI reports Q2 EPS $7.78 ex-items vs FactSet $7.60 on revenue $71.67B vs FS $70.14B. MLR 84.5% vs StreetAccount 85.0%. Raises FY26 EPS outlook, and now expects FY MLR down 100bps to 83.7%. On the call: "Additionally, in the second quarter, we observed moderating GLP-1 growth as coverage levels slightly declined and utilization growth slowed from elevated levels experienced in prior periods. We expect this trend to continue throughout the remainder of the year, and it is contemplated in our full-year outlook." (LLY, NVO) Bristol Myers higher following Q2 beat-and-raise, pipeline updates BMY reports Q2 EPS $2.04 vs FactSet $1.60 on revenue $12.97B vs FS $11.74B. Raises FY26 EPS guidance by $0.675 at the midpoints, and revenue by $2.75B at the midpoints. Quick Take: Takeaways caution that the beat was largely driven by the legacy portfolio, led by Eliquis, with the majority of the guidance increase also attributable to legacy products approaching or already facing loss of exclusivity. Delays to the LIBREXIA-AF readout and the ADEPT study in AD psychosis were largely anticipated, though they are seen as adding uncertainty around the pipeline and tempering what was otherwise viewed as a strong quarter operationally. Additional earnings in Pharma SNY reports Q2 business EPS €2.09 vs consensus €1.90 on net sales €11.60B vs consensus €10.85B. Raises FY26 sales outlook to around 10% CER vs prior HSD. TAK reports Q1 net income attributable ¥113.20B vs FactSet ¥73.25B on revenue ¥1.220T vs FactSet ¥1.150T. Maintains FY (Mar 27) guidance. AMRX reports Q2 EPS $0.30 ex-items vs FactSet $0.22 on revenue $796.2M vs FS $768.2M, adj EBITDA $206.5M vs FS $177.4M. Raises FY26 EPS guidance by $0.01, revenue by $50M, and adj EBITDA by $10M at the midpoints. Corcept Therapeutics higher on Q2 results, strong launch quarter for Lifyorli CORT reports Q2 EPS $0.36 on revenue $256.1M vs FactSet $221.1M Quick Take: A strong Lifyorli launch prompted many to materially increase their PT, noting a potentially underappreciated commercial opportunity for the drug. Commentary is also constructive on the strong rebound in Korlym sales, with demand continuing to strengthen. The Dec 2026 PDUFA for relacorilant in Cushing's syndrome remains the next key catalyst, with views mixed on the outcome as some expect approval, while others see risk of a potential CRL. Additional earnings in Biotech REGN reports Q2 EPS $14.29 ex-items vs FactSet $10.16 on revenue $4.29B vs FS $3.82B. Sanofi collaboration products drove the beat. Dupixent sales (recorded by Sanofi) beat by nearly 11%. Narrows FY expense guidance, raises FY gross margin guide by 100bps. ALNY reports Q2 GAAP EPS $1.21 vs FactSet $1.63 on revenue $1.29B vs FS $1.32B. Lowers FY net product guidance by $200M at the midpoints, after demand normalized for Amvuttra in 2L segment. MDGL reports Q2 EPS ($1.99) s FactSet ($2.68) on revenue $364.2M vs FS $352.1M. Cash & equivalents $838.9M as of 30-Jun. Notes milestone of 50,000 patients on Rezdiffra achieved this month. Building out MASH pipeline. VKTX reports Q2 results including cash & equivalents $502M at 30-Jun. Labcorp higher folllowing Q2 beat-and-raise LH reports Q2 EPS $4.99 ex-items vs FactSet $4.78 on revenue $3.73B vs FS $3.71B. Raises FY EPS outlook by $0.45 at the midpoints, revenue outlook by $45M at the midpoints. Notable research in Healthcare today Biotech: CAPR downgraded at Cantor Fitzgerald, HC Wainwright, Ladenburg Thalmann, Oppenheimer, Piper Sandler. LONA upgraded to market outperform from market perform at Citizens (Jason Butler), cites factors including pipeline expansion. Target os $18 or approx. 156% upside. QURE upgraded to outperform at Wolfe Research (Rudy Li), target is $65 or approx. 62% upside. (FactSet average PT $66; range $37-95) ACTU initiated buy at Rodman & Renshaw (Michael King), target is $6 or approx. 456% upside. (FactSet average PT $10l range $5-15) ALNY resumed outperform at Bernstein (Jeffrey Walch), target is $429 or approx. 50% upside (FactSet average PT $437; range $285-551) BIIB resumed outperform at Bernstein (Jeffrey Walch), target is $236 or approx. 13% upside. CTNM initiated outpeform at LifeSci Capital (Guarav Maini), target is $24 or approx. 67% upside. (FactSet average PT $22; range $16-28) IMVT resumed market perform at Bernstein (Jeffrey Walch), target is $37 or approx. 4% downside. KYMR initiated hold at Deutsche Bank (David Hoang), target is $120 or approx. 14% upside. (FactSet average PT $127; range $97-155) REGN resumed market perform at Bernstein (Jeffrey Walch), target is $753 or approx. 8% upside. ROIV resumed outperform at Bernstein (Jeffrey Walch), target is $41 or approx. 25% upside. VRTX resumed outperform at Bernstein (Jeffrey Walch), target is $608 or approx. 26% upside. MedTech: BIO assumed neutral at Citi (Daniel Grosslight), target remains $300 or approx. 7% downside. MDLN assumed buy at Citi (Daniel Grosslight), target remains $55 or approx. 38% upside. RVTY assumed buy at Citi (Daniel Grosslight), target remains $135 or approx. 21% upside. Services: OPCH downgraded to hold from buy at Deutsche Bank (Pito Chickering), follows Q2 results. Target cut to $24 from $26 (FactSet average PT $28; range $22-39) Managed Care: HUM downgraded to market perform from outperform at Raymond James (Parker Snure) HUM upgraded to outperform from market perform at Leerink Partners (Whit Mayo), notes valuation. Target increased to $513 from $255 or approx. 40% upside. HUM upgraded to overweight at Piper Sandler (Jessica Tassan). Target increased to $463 from $254 or approx. 27% upside. Post-close news Regulatory: REPL FDA panel (CTGTAC) votes 10-3 in support of the efficacy data for vuso-vec (RP1) BLA for melanoma. Shares remain halted, and were down (44%) WTD CMS finalized Hospice PPS rate for FY2027, an increase of +2.3% vs +2.4% proposed. CMS finalized Inpatient Rehabilitation Facility (IRF) PPS rate for FY2027, an increase of +2.3% vs +2.4% proposed. Earnings: SYK reports Q2 EPS $3.69 ex-items vs FactSet $3.49 on revenue $6.59B vs FS $6.58B. Raises low-end of FY EPS guidance range, midpoint higher by 2.5c. Narrows FY organic net sales growth outlook. Conf. call at 16:30ET Shares trading (8.6%) in the after-hours DXCM reports Q2 EPS $0.70 ex-items vs FactSet $0.61 on revenue $1.31B vs FS $1.29B. FY guidance tweaked slightly higher at the midpoints. Conf. call at 16:30ET Shares trading +7.3% in the after-hours ILMN reports Q2 EPS $1.31 ex-items vs FactSet $1.23 on revenue $1.16B vs FS $1.13B. Raises FY EPS guidance by $0.125 at the midpoints, revenue by $50M at the midpoints. Conf. call at 16:30ET Shares trading (2.5%) in the after-hours GH reports Q2 EPS ($0.42) ex-items vs FactSet ($0.76) on revenue $335.0M vs FS $314.2M, adj EBITDA ($55.9M) vs FS ($50.2M). FY revenue outlook by $40M at the midpoints. Conf. calll at 16:30ET Shares trading +7.8% in the after-hours NBIX reports Q2 EPS $1.39 vs FactSet $1.66 on revenue $959M vs FactSet $891.2M. Ingrezza sales $716M. Raises FY guidance for Ingrezza sales by $100M at the midpoints. Conf. calll at 16:30ET Shares trading UNCH in the after-hours TEM reports Q2 EPS ($0.04) ex-items vs FactSet ($0.14) on revenue $382.5M vs FS $379.7M, adj EBITDA $8.0M vs FS $8.4M. Conf. calll at 16:30ET Shares trading (2.7%) in the after-hours PTCT reports Q2 EPS $0.92 vs FactSet $0.24 on revenue $360.5M vs FactSet $298.6M. Cash & equivalents $2.229B at 30-Jun. Raises FY revenue outlook by $100M at the midpoints. Conf. calll at 16:30ET Shares trading (0.1%) in the after-hours MMSI reports Q2 EPS $1.19 ex-items vs FactSet $0.96 on revenue $418.8M vs FS $405.2M. Raises FY guidance by $0.22 at the midpoints, revenue by $14M at the midpoints. Conf. calll at 16:30ET Shares trading +4.4% in the after-hours ALHC reports Q2 EPS $0.17 vs FactSet $0.13 on revenue $1.34B vs FS $1.31B, adj EBITDA $68.1M vs FS $57.7M. Guides Q3 revenue light at the midpoint, adj EBITDA below consensus. Raises FY guidance for revenue and adj EBITDA. Conf. calll at 17:00ET Shares trading (14.3%) in the after-hours VCYT reports Q2 EPS $0.54 ex-items vs FactSet $0.43 on revenue $150.3M vs FS $144.6M, adj EBITDA $44.0M vs FS $37.3M. Raises FY revenue outlook $6M at the midpoints, reaffirms FY EBITDA outlook. Conf. calll at 16:30ET Shares trading (7.7%) in the after-hours MTD reports Q2 EPS $11.46 ex-items vs FactSet $10.80 on revenue $1.03B vs FS $1.03B. Guides Q3 EPS bracketing consensus. Raises FY revenue growth to +4% to +5% vs prior +4%. Conf. call tomorrow at 7:30ET Shares trading +4.1% in the after-hours On Deck: Earnings tomorrow morning ABBV (call at 9:00ET), MRNA (call at 8:00ET), BTSG (call at 8:30ET) Syndicate / IPO pricing tonight +APMD (Apnimed) potential pricing of IPO - S-1A - Sole product candidate in the clinic: AD109 (Oxnimbi) for obstructive sleep apnea (OSA). Peek Ahead to next week (Aug 3-9) Overview: A very busy week of large-cap earnings reports (LLY, MRK, AMGN, NVO, GILD, PFE, CVS, VRTX, MCK, COR, and many more); JNJ hosting investor call on 3-Aug to discuss recent FDA approval of OTTAVA Robotic Surgical System; FDA PDUFA for MRNA seasonal influenza vaccine "mFlusiva" on 5-Aug (unanimously recommended by VRBPAC on 18-Jun). This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABBV, ACTU, ADPT, ALGN, ALHC, ALNY, AMRX, BAX, BBIO, BIIB, BIO, BMY, BTSG, CAPR, CI, COR, CORT, CTNM, CVS, DXCM, GEHC, GH, GILD, GKOS, GRAL, HUM, IBRX, ICLR, ILMN, IMVT, IQV, JNJ, KYMR, LH, LLY, LONA, MCK, MDGL, MDLN, MMSI, MRK, MRNA, MTD, NBIX, NVO, OMCL, OPCH, PFE, PODD, PTCT, QURE, REGN, REPL, ROIV, RVTY, SMTI, SNY, SYK, TAK, TDOC, TEM, TRAX, VCYT, VEEV, VKTX, VRTX, WAY, +APMD...(more)	show story hide story
29-Jul-2026 10:27	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (193 total) 52-Week Highs: 154 total; due to the volume, we are only displaying those with market cap >$10B AAPL (Apple $341.50, +1.40) +0.4%; 52-week +59.6% ABNB (Airbnb $154.60, +1.50) +1.0%; 52-week +8.7% AER (AerCap Holdings $151.50, -2.60) -1.7%; 52-week +35.5% AFL (Aflac $129.80, +0.30) +0.2%; 52-week +28.7% ALL (Allstate $275.50, +3.10) +1.1%; 52-week +43.5% BIP (Brookfield Infrastructure Partners $41.90, -0.00) -0.1%; 52-week +32.5% BURL (Burlington Stores $373.70, +3.70) +1.0%; 52-week +29.7% CB (Chubb Ltd. $363.70, +0.20) +0.1%; 52-week +36.7% CLH (Clean Harbors $326.70, +23.00) +7.6%; 52-week +39.6% CPAY (Corpay $388.90, +4.60) +1.2%; 52-week +16.6% DVA (DaVita $244.10, +4.60) +1.9%; 52-week +68.0% EXPE (Expedia Group $302.70, +6.90) +2.3%; 52-week +61.7% EXR (Extra Space Storage $155.70, +3.50) +2.3%; 52-week +5.0% GD (General Dynamics $392.90, -0.30) -0.1%; 52-week +25.5% GM (General Motors $91.80, +1.50) +1.6%; 52-week +71.7% GRMN (Garmin $295.70, +42.10) +16.6%; 52-week +25.1% HST (Host Hotels & Resorts $25.70, +0.20) +0.7%; 52-week +56.4% IEX (IDEX Corp $229.40, +4.70) +2.1%; 52-week +24.4% IQV (IQVIA Holdings $249.80, +6.80) +2.8%; 52-week +26.3% KO (Coca-Cola $90.30, +2.00) +2.3%; 52-week +32.6% LTH (Life Time Group $46.10, +0.40) +1.0%; 52-week +58.6% MGA (Magna International $69.90, +0.90) +1.3%; 52-week +64.5% MPLX (MPLX $59.90, +0.70) +1.1%; 52-week +17.4% NBIX (Neurocrine Biosciences $181.80, -1.10) -0.6%; 52-week +36.0% PAA (Plains All American Pipeline $24.90, +0.40) +1.7%; 52-week +34.6% PAG (Penske Automotive Group $223.90, +3.90) +1.8%; 52-week +31.5% PFG (Principal Financial Group $114.80, +0.70) +0.6%; 52-week +42.8% PRI (Primerica $323.90, +2.30) +0.7%; 52-week +22.3% PSA (Public Storage $332.40, +1.90) +0.6%; 52-week +16.2% PSO (Pearson $17.70, +0.30) +1.4%; 52-week +25.0% RNR (RenaissanceRe Holdings $334.80, +0.60) +0.2%; 52-week +36.5% RPRX (Royalty Pharma $60.20, +0.20) +0.3%; 52-week +62.4% SIRI (Sirius XM $31.90, +0.20) +0.7%; 52-week +36.1% SJM (J. M. Smucker $126.70, +3.60) +3.0%; 52-week +16.5% SN (SharkNinja $160.70, +0.90) +0.5%; 52-week +33.9% SNOW (Snowflake $283.70, +13.30) +4.9%; 52-week +29.7% SUN (Sunoco LP $77.10, +0.60) +0.8%; 52-week +43.9% TGT (Target $145.80, +1.60) +1.1%; 52-week +37.0% TXRH (Texas Roadhouse $209.80, +5.00) +2.4%; 52-week +11.8% VTRS (Viatris $17.90, +0.10) +0.4%; 52-week +93.6% WAB (Wabtec $300.70, -5.10) -1.7%; 52-week +52.6% 52-Week Lows: 39 total; ARRY (Array Technologies $5.00, -0.10) -2.3%; 52-week -29.3% BBAI (BigBear.ai Holdings $2.70, -0.10) -2.9%; 52-week -62.5% BTBT (Bit Digital $1.30, -0.10) -3.8%; 52-week -58.3% BZAI (Blaize Holdings, Inc. $0.80, -0.10) -7.1%; 52-week -81.5% CNM (Core & Main $42.30, -1.70) -3.8%; 52-week -35.5% CSGP (CoStar Group $28.70, -1.60) -5.4%; 52-week -69.3% DAAQ (Digital Asset Acquisition Corp. $7.30, -3.20) -30.3%; 52-week -30.6% EMAT (Evolution Metals & Technologies Corp. $4.70, -0.00) -0.3%; 52-week -55.7% ENVX (Enovix $3.90, -0.10) -1.6%; 52-week -74.1% EU (enCore Energy $1.10, -0.00) -1.9%; 52-week -63.0% EVTL (Vertical Aerospace $1.30, -0.10) -5.2%; 52-week -81.1% FMC (FMC Corp $10.30, -0.60) -5.7%; 52-week -75.8% FVRR (Fiverr International $9.10, -2.50) -21.4%; 52-week -64.0% GETY (Getty Images Holdings $0.40, -0.00) -6.4%; 52-week -79.2% GORO (Goldgroup Mining $1.90, -0.10) -6.7%; 52-week -42.7% HITI (High Tide $2.00, -0.00) -1.2%; 52-week -10.4% HNRG (Hallador Energy $14.10, -0.50) -3.6%; 52-week -16.2% HTZ (Hertz Global $1.60, -0.20) -9.1%; 52-week -76.9% IPX (Iperionx $21.10, -1.10) -5.0%; 52-week -47.8% LPL (LG Display $2.80, -0.10) -2.9%; 52-week -25.7% METC (Ramaco Resources $9.40, -0.40) -3.7%; 52-week -56.4% MIR (Mirion Technologies $15.70, -1.10) -6.6%; 52-week -29.7% NAGE (Niagen Bioscience $3.10, -0.10) -4.4%; 52-week -67.5% OI (O-I Glass $7.40, -1.70) -18.5%; 52-week -48.8% PSIX (Power Solutions International $26.40, -1.50) -5.4%; 52-week -70.4% PSN (Parsons $37.70, -24.40) -39.3%; 52-week -49.9% RC (Ready Capital $1.40, -0.00) 0.0%; 52-week -66.8% REFI (Chicago Atlantic Real Estate Finance $10.00, -0.10) -1.4%; 52-week -25.6% RR (Richtech Robotics $1.40, -0.10) -5.2%; 52-week -30.7% SEVN (Seven Hills Realty Trust $7.80, -0.30) -3.6%; 52-week -26.4% SITE (SiteOne Landscape Supply $93.20, -10.30) -9.9%; 52-week -28.9% SNDL (SNDL, Inc. $1.20, -0.00) -2.0%; 52-week -20.3% SOFI (SoFi Technologies $14.90, -1.80) -10.8%; 52-week -28.9% SPRY (ARS Pharmaceuticals $5.40, -0.30) -5.3%; 52-week -70.7% TLRY (Tilray Brands $3.90, -0.20) -4.2%; 52-week -44.8% TNXP (Tonix Pharmaceuticals $9.80, -0.10) -1.0%; 52-week -79.2% UXIN (Uxin Ltd. $1.40, -0.00) -3.1%; 52-week -65.3% VNET (VNET Group $6.40, -0.30) -4.5%; 52-week -22.7% WSO (Watsco $309.70, -57.90) -15.7%; 52-week -35.5% # highs/lows by sector (80 in total) Commercial Services - 1 highs, 2 lows Consumer Durables - 2 highs, 1 lows Consumer Non-Durables - 2 highs, 0 lows Consumer Services - 5 highs, 0 lows Distribution Services - 1 highs, 2 lows Electronic Technology - 3 highs, 4 lows Energy Minerals - 0 highs, 1 lows Finance - 10 highs, 6 lows Health Services - 1 highs, 0 lows Health Technology - 4 highs, 3 lows Industrial Services - 3 highs, 0 lows Non-Energy Minerals - 0 highs, 3 lows Process Industries - 0 highs, 4 lows Producer Manufacturing - 3 highs, 4 lows Retail Trade - 3 highs, 1 lows Technology Services - 2 highs, 7 lows Utilities - 1 highs, 1 lows Related: AAPL, ABNB, AER, AFL, ALL, ARRY, BBAI, BIP, BIPC, BTBT, BURL, BZAI, CB, CLH, CNM, CPAY, CSGP, DAAQ, DVA, EMAT, ENVX, EU, EVTL, EXPE, EXR, FMC, FVRR, GD, GETY, GM, GORO, GRMN, HITI, HNRG, HST, HTZ, IEX, IPX, IQV, KO, LPL, LTH, METC, MGA, MIR, MPLX, NAGE, NBIX, OI, PAA, PAG, PFG, PRI, PSA, PSIX, PSN, PSO, RC, REFI, RNR, RPRX, RR, SEVN, SIRI, SITE, SJM, SN, SNDL, SNOW, SOFI, SPRY, SUN, TGT, TLRY, TNXP, TXRH, UXIN, VNET, VTRS, WAB, WSO...(more)	show story hide story
28-Jul-2026 16:57	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished as best performing sector on Tuesday. Just one modest decliner on the XLV; CNC (0.3%) nearly recovered from its early fall. Healthcare +2.33% vs S&P 500 +0.21%. Busy day of newsflow. Most major health groups higher by +2% to 3% on the session, led by Services, and followed by MedTech, Pharma and Managed Care. Diversified MCOs widely outperformed their Medicaid peers amid broader market rotation away from AI and into value pockets. CNC almost fully recovered from morning lows, lone decliner on the XLV following today's Q2 beat-and-raise, before shares tumbled as much as (9%) on Medicaid membership comments. Universal Health higher on earnings, while peers HCA +7.3% and THC +7.9% nearly doubled UHS +4.3%. Biotech the only declining group. REPL (38.0%), negative briefing docs, and CAPR (6.1%) day-two digestion of briefing docs, weighed on the XBI (0.54%). Large-cap biotech rallied however, INCY +9.3%, on earnings related updates. AMGN +4.5% a top-4 session this year. IQV +13.9% however lead all gainers on the XLV following its Q2 print, another beat-and-raise quarter for the CRO subgroup. Takeaways encouraged by booking trends; peers all rallied in reaction. Medical devices also fared well today. UBS out with bullish research coverage in the space with multiple upgrades, including a double upgrade for ZBH +4.0%. Large-cap pharma was led by SNY +3.5% and GSK +3.3%, the latter on a Q2 beat-and-reffirm; JNJ +0.3% positive, but a notable laggard relative to the DRG +1.71%, on the promise of talc resolution. Earnings calendar ramping again, with key reports in all major groups. Tuesday morning brings reports in Pharma, Biotech, LifeSci/CRO, and Managed Medicaid. Last night, Universal Health Systems reported a mixed Q2 with forward guidance raised on the topline but lowered on the bottom line. Ahead of Wednesday's report, Boston Scientific disclosed a global restructuring plan, with substantial amount of savings to be reinvested in strategic growth initiatives. JNJ announced a proposed resolution of remaining MDL litigation (talc) with a $5.5B commitment. Macro Tuesday's price action defined by sizable rotation/broadening move, as another big momentum drag offset by upside from select Big Tech, pockets of cyclicals. Momentum selloff continues to reflect fears around AI capex/ROI, open-weight/China competition, circularity. Not much new around the narrative Tuesday, though increased equity/debt supply, rising CDS rates, cautious signaling from SPCX post-IPO performance (though shares stabilizing today), and technical factors among latest areas of scrutiny, while GLW/AMKR/CARR post-earnings selloffs adding to extremely high bar narrative. Some dovish updates around Iran a tailwind to risk sentiment, including reports mediators believe they are nearing breakthrough for deal. Market also somewhat in waiting mode ahead of this week's Mag 7 earnings (META, MSFT Wednesday, AAPL, AMZN Thursday), Wednesday's FOMC decision. Rate rally driven by latest fall in oil prices, but several economist previews continue to note a Fed hike not off the table (and some outright calls for hikes) despite some easing war risks. Notable Gainers +33.9% OPK (Opko Health): earnings +25.3% KNSA (Kiniksa Pharmaceuticals): earnings +14.2% RGEN (Repligen Corp.): earnings +12.3% IQV (IQVIA Holdings): earnings; 52-week high; best performer on XLV +11.5% MPLT (MapLight Therapeutics): follow-through; downgraded at Morgan Stanley; best performer on XBI +10.7% OSCR (Oscar Health): sympathy to CNC +10.4% PRLD (Prelude Therapeutics): sympathy to INCY +9.9% INCY (Incyte): earnings; second-best on XLV and the XBI +8.4% FTRE (Fortrea Holdings): sympathy to IQV +7.4% ATEC (Alphatec Holdings): initiated at UBS +7.3% PLSE (Pulse Biosciences): sympathy to BSX +6.8% ICLR (ICON plc): sympathy to IQV +6.2% SOLV (Solventum Corp.): initiation at UBS (upgrade) +5.7% THC (Tenet Healthcare): sympathy to UHS +5.6% HCA (HCA Healthcare): sympathy to UHS +5.5% CRL (Charles River Laboratories): sympathy to IQV; 52-week high +4.2% BAX (Baxter International): initiation at UBS +4.2% ZBH (Zimmer Biomet Holdings): initiation at UBS (double upgrade) +4.0% AMGN (Amgen): 52-week high +3.6% BDX (Becton Dickinson): initiation at UBS +3.4% GSK (GSK Plc): earnings +3.2% MDT (Medtronic): initiation at UBS (upgrade) +2.9% UHS (Universal Health Services): earnings +2.3% ISRG (Intuitive Surgical): shares were +6% yesterday +2.1% GOSS (Gossamer Bio): follow-through; upgraded at Leerink +1.7% ELV (Elevance Health): sympathy to CNC +1.4% DHR (Danaher): sympathy to RGEN +0.5% JNJ (Johnson & Johnson): talc settlement proposal Notable Decliners -38.0% REPL (Replimune Group): FDA publishes briefing documents for VO; worst performer on XBI -15.1% OTLK (Outlook Therapeutics): on >2X average daily volume; shares (39%) since FDA approval of Lytenava -8.3% KURA (Kura Oncology): follow-through; second-worst on XBI -6.9% SLS (SELLAS Life Sciences Group, Inc.): update on arbitration; guides cash EOQ2 -6.3% PRAX (Praxis Precision Medicines): on average volume; shares even YTD -6.1% CAPR (Capricor Therapeutics): follow-through; Adcom tomorrow -5.0% LNTH (Lantheus Holdings): media report, Curium in talks to acquire -4.2% SMMT (Summit Therapeutics): 52-week low -4.2% ALKS (Alkermes): earnings -3.0% HIMS (Hims & Hers Health): follow-through -0.3% CNC (Centene): earnings; Medicaid membership guidance; lone decliner on XLV -0.1% SYRE (Spyre Therapeutics): downgraded at Wolfe Research Earnings in LifeSci / CRO subgroup IQV reported Q2 EPS $3.15 ex-items vs FactSet $3.03 on revenue $4.37B vs FactSet $4.30B, and adj EBITDA $994M vs FactSet $964.5M. Raises FY26 EPS guidance by $0.10, revenue by $125M, adj EBITDA by $25M, all at the midpoints. RGEN reported Q2 EPS $0.54 ex-items vs FactSet $0.45 on revenue $204.1M vs FS $201.6M. Raises FY26 guidance top and bottom, and organic revenue growth outlook by 100bps at the midpoints. Centene shares give back gains after Medicaid membership update CNC reports Q2 EPS $2.51 ex-items vs FactSet $1.08 on revenue $53.58B vs FS $47.64B. Q2 HBR 89.6% vs StreetAccount 91.2%. Raises FY26 financial guidance, and lowers FY HBR outlook by 40bps at the midpoints. Quick take: The magnitude of the guidance increase exceeds most investors' expectations, reinforcing confidence that the earnings recovery is sustainable. Q2 upside is attributed to Medicaid, driven by improved expense management, normalizing acuity trends, and favorable rate increases, while commentary on margin recovery remains constructive. However, some point out that the commercial MLR beat is driven in part by a one-time Marketplace risk adjustment true-up. On the call: "we expect full year Medicaid membership to be down (8%) to (9%) .. versus our prior view of being down (6%)" Hospitals higher following UHS print UHS reported Q2 adj EBITDA $677.9M vs StreetAccount $681.2M, EPS $5.98, on revenue $4.64B vs FS $4.58B. Lowers FY26 adj EBITDA outlook by $51.5M, raises revenue by $28.5M, and lowers EPS by $0.615 - all at the midpoints. Quick take: Sentiment muted on what is being generally described as a modest EBITDA miss, driven by weakness in Acute. Discussion noted new facilities (including Cedar Hill) weighed on results - though Acute SS metrics relatively strong in the period. Lowered FY guidance also weighing on shares, as drag from Q2 headwinds, along with lower volume assumptions in both segments resulting in lowered targets for EPS and adjusted EBITDA. On the call at 9:00 ET, investors will be listening for additional commentary around volume assumptions for H2 and trajectory of EBITDA growth, with some suggesting new lowered targets still appear aggressive given Q2 new facility drag and lower volume expectations. GSK leads the DRG higher on Q2 beat-and-reffirm GSK reported Q2 Core EPS 50.5p vs consensus 47.1p on revenue £8.41B vs consensus £8.24B. Reaffirms FY26 guidance and five-year sales outlook. Boston Scientific provides update before the Q2 print BSX discloses via 8-K a new global restructuring plan, to initiate in 2026 and complete by the end of 2029. Company expects a substantial amount of the savings to be reinvested in strategic growth initiatives. Company scheduled to report Q2 earnings on Wednesday morning; call at 8:00ET SMID-cap biotech headlines ALKS reported Q2 EPS $0.00 vs FactSet ($0.03) on revenue $496.0M vs FS $457.4M. Lowers FY26 outlook for net income, and revenue below consensus at the midpoint. INCY reported Q2 EPS $3.09 ex-items on revenue $1.67B vs FactSet $1.50B. Reports net sales $1.49B vs FS $1.28B. Raises FY26 net sales guidance. Discontinues development of '0058, instead will prioritize a program partnered with PRLD. REPL FDA published briefing documents ahead of Thursday Adcom for VO. Agency tone remains negative on efficacy and safety. Notable research in Healthcare today Biotech: CAPR downgraded to neutral from buy at Alliance Global Partners (Matthew Venezia), target cut to $7 from $51. GOSS upgraded to outperform from market perform at Leerink Partners (Joseph Schwartz), target remains $1 or approx. 400% upside. MPLT downgraded to equal-weight from overweight at Morgan Stanley (Sean Laaman), target cut to $21 from $34 or approx. 112% upside. (FactSet average PT $32; range $20-52) SYRE downgraded to peer perform from outperform at Wolfe Research (Andy Chen) BNTC initiated outperform at Wedbush Securities FTH initiated outperform at Oppenheimer (Jay Olson), target is $60 or approx. 129% upside. MDCX initiated buy at AGP RAPP initiated outperform at William Blair TENX initiated buy at Canaccord Genuity MedTech: PODD assumed neutral at UBS (Patrick Wood), prior rating was buy. Analyst also assumes coverage of BBNX, DXCM, and TNDM and initiated coverage on MMED with a buy rating, target is $25 or approx. 41% upside. UBS analyst Patrick Wood initiates coverage on seven names in medical devices (4 buy, 3 neutral) and assumes coverage on another twelve (9 buy, 2 neutral, 1 sell (INSP) UBS analyst Patrick Wood initiates coverage on six names in the vision subgroup (2 buy, 3 neutral, 1 sell (STAA). Services: FME.GR (FMS) downgraded to underperform from neutral at BNP Paribas Exane (Hugo Solvet), target increased to €35 from €34.50 or approx. 20% downside. (FactSet average PT €42; range €31-59) PGNY downgraded to equal weight from overweight at Barclays (Peter Warendorf), target increased however to $34 from $27 or approx. 8% upside. (FactSet average PT $34; range $27-40) Post-close news Earnings: ACHC reports Q2 EPS $0.38 ex-items vs FactSet $0.35 on revenue $865.8M vs FS $844.2M. Raises low-end of FY26 guidance top to bottom; EPS midpoint up $0.05/shr. Conf. call tomorrow at 9:00ET Shares trading (2.1%) in the after-hours CHE reports Q2 EPS $6.06 ex-items vs FactSet $5.60 on revenue $673.3M vs FS $665.0M. Raises FY26 EPS guidance by $1.00/shr. Conf. call tomorrow at 10:00ET Shares trading +1.5% in the after-hours On Deck: Conference (cont.): BTIG Biotechnology Conference (Jul 28-29) Earnings tomorrow before BSX (call at 8:00ET), HUM (call at 8:00ET), TEVA (call at 8:00ET), BIIB (call at 8:30ET), GEHC (call at 8:30ET), IONS (call at 8:30ET), AVTR (call at 8:00ET), BLCO (call at 8:00ET), OPCH (call at 8:30ET) after ICLR (call Thu at 8:00ET), ALGN (call at 16:30ET), CORT (call at 17:00ET), GKOS (call at 16:30ET), VKTX (call at 6:30ET), WAY (call at 16:30ET), ADPT (call at 16:30ET) Regulatory FDA Adcom: CTGTAC to review CAPR deramiocel BLA for CM in DMD This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ACHC, ADPT, ALGN, ALKS, AMGN, ATEC, AVTR, BAX, BBNX, BDX, BIIB, BLCO, BNTC, BSX, CAPR, CHE, CNC, CORT, CRL, DHR, DXCM, ELV, FME.GR, FTH, FTRE, GEHC, GKOS, GOSS, GSK, HCA, HIMS, HUM, ICLR, INCY, INSP, IONS, IQV, ISRG, JNJ, KNSA, KURA, LNTH, MDCX, MDT, MPLT, OPCH, OPK, OSCR, OTLK, PGNY, PLSE, PODD, PRAX, PRLD, RAPP, REPL, RGEN, SLS, SMMT, SOLV, STAA, SYRE, TENX, TEVA, THC, TNDM, UHS, VKTX, WAY, ZBH...(more)	show story hide story
28-Jul-2026 10:25	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (268 total) 52-Week Highs: 225 total; due to the volume, we are only displaying those with market cap >$24B AAPL (Apple $337.50, +0.60) +0.2%; 52-week +57.8% ABBV (AbbVie $266.30, +9.40) +3.6%; 52-week +39.9% ACGL (Arch Capital Group $106.80, +2.90) +2.8%; 52-week +20.1% AFL (Aflac $129.20, +2.70) +2.1%; 52-week +25.0% ALL (Allstate $269.40, +8.10) +3.1%; 52-week +37.6% AMGN (Amgen $396.60, +20.30) +5.4%; 52-week +29.3% BMY (Bristol Myers Squibb $64.70, +2.10) +3.4%; 52-week +33.6% CCEP (Coca-Cola Europacific Partners $113.50, +4.80) +4.4%; 52-week +13.5% CPAY (Corpay $388.50, +8.80) +2.3%; 52-week +15.7% CTVA (Corteva $89.20, +1.60) +1.8%; 52-week +21.5% DGX (Quest Diagnostics $239.80, +7.90) +3.4%; 52-week +42.3% EA (Electronic Arts $209.30, +0.20) +0.1%; 52-week +38.0% EIX (Edison International $81.50, +2.90) +3.6%; 52-week +53.9% FMX (FEMSA $134.20, +2.00) +1.5%; 52-week +36.1% FTS (Fortis $59.30, +1.00) +1.7%; 52-week +20.8% GD (General Dynamics $392.40, +3.20) +0.8%; 52-week +25.0% GM (General Motors $88.80, +1.70) +2.0%; 52-week +66.3% IQV (IQVIA Holdings $244.10, +30.80) +14.5%; 52-week +22.5% JNJ (Johnson & Johnson $273.00, +7.00) +2.6%; 52-week +62.2% JPM (JPMorgan Chase $355.70, -0.50) -0.1%; 52-week +19.1% KO (Coca-Cola $89.70, +5.70) +6.7%; 52-week +29.7% L (Loews $120.90, +2.40) +2.0%; 52-week +31.9% LH (Labcorp Holdings $313.80, +12.70) +4.2%; 52-week +18.5% MET (MetLife $96.90, +1.70) +1.8%; 52-week +23.3% MFC (Manulife Financial $44.10, -0.00) +0.1%; 52-week +40.8% MMM (3M $183.00, +4.80) +2.7%; 52-week +21.0% MO (Altria Group $76.90, +4.00) +5.4%; 52-week +28.4% MRK (Merck $134.70, +4.00) +3.0%; 52-week +59.0% PCAR (PACCAR $134.20, +0.80) +0.6%; 52-week +32.1% PM (Philip Morris International $206.30, +10.60) +5.4%; 52-week +28.2% PRU (Prudential Financial $123.70, +1.90) +1.5%; 52-week +17.6% PSA (Public Storage $332.80, +8.80) +2.7%; 52-week +15.6% ROST (Ross Stores $249.80, +6.50) +2.7%; 52-week +80.6% RTX (RTX Corp. $220.20, +1.80) +0.8%; 52-week +40.3% SLF (Sun Life Financial $83.50, +0.60) +0.7%; 52-week +33.7% SPG (Simon Property Group $236.40, +4.80) +2.1%; 52-week +41.5% TGT (Target $145.50, +5.10) +3.7%; 52-week +37.2% TRV (Travelers Cos. $397.40, +7.00) +1.8%; 52-week +52.2% V (Visa $366.50, +4.00) +1.1%; 52-week +2.7% VTR (Ventas $99.90, -0.20) -0.2%; 52-week +50.3% WAB (Wabtec $303.30, +2.40) +0.8%; 52-week +53.8% WELL (Welltower $244.70, -3.70) -1.5%; 52-week +51.5% 52-Week Lows: 43 total; ARRY (Array Technologies $5.10, -0.40) -6.6%; 52-week -25.5% ATGL (Alpha Technology Group $9.00, -1.10) -11.0%; 52-week -56.2% BBAI (BigBear.ai Holdings $2.70, -0.20) -5.7%; 52-week -63.9% BEPC (Brookfield Renewable Corp. $32.10, -0.50) -1.5%; 52-week -11.9% BTBT (Bit Digital $1.30, -0.10) -7.4%; 52-week -60.3% BZAI (Blaize Holdings, Inc. $0.80, -0.10) -7.7%; 52-week -81.4% EMAT (Evolution Metals & Technologies Corp. $4.90, -0.10) -1.9%; 52-week -53.3% ENVX (Enovix $3.90, -0.40) -8.5%; 52-week -73.7% EOSE (Eos Energy Enterprises $3.20, -0.40) -10.5%; 52-week -49.3% EU (enCore Energy $1.10, -0.10) -4.6%; 52-week -62.7% EVTL (Vertical Aerospace $1.30, -0.10) -7.7%; 52-week -81.2% GETY (Getty Images Holdings $0.40, -0.00) -1.4%; 52-week -78.0% HDRN (Hadron Energy, Inc. $1.60, -0.00) -1.5%; 52-week -84.4% HITI (High Tide $2.10, -0.00) -1.9%; 52-week -9.6% HNRG (Hallador Energy $14.50, -0.70) -4.8%; 52-week -10.5% INVZ (Innoviz Technologies $0.40, -0.20) -29.8%; 52-week -77.0% JKS (JinkoSolar Holding Co. $14.70, -0.60) -3.6%; 52-week -36.9% KDK (Kodiak AI, Inc. $4.00, -0.20) -5.8%; 52-week -65.0% LPL (LG Display $2.90, -0.20) -7.5%; 52-week -24.2% METC (Ramaco Resources $9.50, -0.60) -6.2%; 52-week -57.7% MP (MP Materials $40.00, -3.10) -7.2%; 52-week -35.5% MVST (Microvast Holdings $0.80, -0.10) -6.4%; 52-week -77.3% NNE (NANO Nuclear Energy $15.30, -1.50) -9.2%; 52-week -63.6% NVX (Novonix $0.40, -0.00) -1.3%; 52-week -73.3% OKLO (Oklo, Inc. $37.90, -3.90) -9.2%; 52-week -49.7% ORCL (Oracle $114.80, -5.20) -4.3%; 52-week -53.2% PHG (Koninklijke Philips €25.10, +0.10) +0.4%; 52-week -4.0% PSIX (Power Solutions International $28.00, -2.10) -7.0%; 52-week -69.1% RC (Ready Capital $1.50, -0.00) -0.7%; 52-week -67.3% REFI (Chicago Atlantic Real Estate Finance $10.00, -0.00) -0.1%; 52-week -25.4% RR (Richtech Robotics $1.40, -0.10) -8.7%; 52-week -31.8% SERV (Serve Robotics $4.40, -0.40) -7.4%; 52-week -62.0% SIGA (SIGA Technologies $3.00, -0.10) -1.8%; 52-week -57.4% SLDP (Solid Power $2.00, -0.10) -6.1%; 52-week -53.4% SLI (Standard Lithium $2.00, -0.10) -6.3%; 52-week -24.4% SNDL (SNDL, Inc. $1.30, -0.10) -6.7%; 52-week -16.8% STXS (Stereotaxis $1.30, -0.00) -2.7%; 52-week -43.8% TEM (Tempus AI $41.00, -1.90) -4.5%; 52-week -36.4% TMC (TMC the metals co. $3.50, -0.30) -8.3%; 52-week -55.5% TUYA (Tuya, Inc. CNY1.60, -0.00) -0.3%; 52-week -34.1% USGO (U.S. GoldMining $7.30, -0.20) -2.9%; 52-week -11.8% VNET (VNET Group $6.60, -0.50) -7.4%; 52-week -19.6% XXI (Twenty One Capital $4.20, -0.30) -7.5%; 52-week -85.1% # highs/lows by sector (85 in total) Commercial Services - 1 highs, 2 lows Consumer Durables - 1 highs, 1 lows Consumer Non-Durables - 5 highs, 0 lows Electronic Technology - 3 highs, 5 lows Energy Minerals - 0 highs, 1 lows Finance - 15 highs, 3 lows Health Services - 2 highs, 1 lows Health Technology - 6 highs, 2 lows Non-Energy Minerals - 0 highs, 5 lows Process Industries - 1 highs, 1 lows Producer Manufacturing - 3 highs, 12 lows Retail Trade - 2 highs, 1 lows Technology Services - 1 highs, 7 lows Utilities - 2 highs, 2 lows Related: AAPL, ABBV, ACGL, AFL, ALL, AMGN, ARRY, ATGL, BBAI, BEPC, BMY, BTBT, BZAI, CCEP, CPAY, CTVA, DGX, EA, EIX, EMAT, ENVX, EOSE, EU, EVTL, FMX, FTS, GD, GETY, GM, HDRN, HITI, HNRG, INVZ, IQV, JKS, JNJ, JPM, KDK, KO, L, LH, LPL, MET, METC, MFC, MMM, MO, MP, MRK, MVST, NNE, NVX, OKLO, ORCL, PCAR, PHG, PM, PRU, PSA, PSIX, RC, REFI, ROST, RR, RTX, SERV, SIGA, SLDP, SLF, SLI, SNDL, SPG, STXS, TEM, TGT, TMC, TRV, TUYA, USGO, V, VNET, VTR, WAB, WELL, XXI...(more)	show story hide story
28-Jul-2026 10:19	IQV Transcript Intelligence: IQVIA Holdings Q2 Earnings Guidance ($243.85 +$30.63) Guidance Summary (Call Time: 28-Jul-26 09:00 ET): Nearer-term: Revenue $4.315B - $4.390B in Q3 2026. Adjusted EBITDA $1.00B - $1.02B in Q3 2026. Adjusted diluted EPS $3.19 - $3.29 in Q3 2026. Revenue $17.275B - $17.475B in full year 2026. Adjusted EBITDA $4.00B - $4.05B in full year 2026. Adjusted diluted EPS $12.80 - $13.00 in full year 2026. Adjusted EBITDA margin ~23.2% in full year 2026. Revenue guidance includes ~200 bps from acquisitions and 20 bps from FX tailwind in full year 2026. Operational productivity programs, including AI, will continue driving margin improvements through 2026. R&DS revenue from backlog $9.23B in next 12 months. Company will host Investor Day on 2-Dec-26. Longer-term: Outsourcing penetration among large pharma will increase, driven by AI-enabled drug discovery and development. Outsourcing market will expand in 2027 and beyond, with AI as a key growth catalyst. R&DS bookings momentum will support revenue growth into 2027 and later. EBP R&D spend will grow at 2-3x the rate of large pharma R&D spend over the coming years. IQVIA will continue investing in proprietary healthcare data, domain expertise, and regulatory compliance for AI solutions. Capabilities in early drug discovery will further expand, integrating recent acquisitions into the broader strategy. AI-enabled solutions will drive operational productivity and top-line growth across clinical and commercial segments long-term. Company will maintain its best-in-class contract bookings policy, supporting backlog quality and future revenue visibility. IQVIA will continue displacing competitors in large pharma partnerships due to differentiated AI and technology capabilities. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 7/28/2026 10:19:21 AM - Transcript Intelligence: IQVIA Holdings Q2 Earnings Themes 7/28/2026 10:19:20 AM - Transcript Intelligence: IQVIA Holdings Q2 Earnings Q&A 7/28/2026 10:16:15 AM - IQVIA Holdings provides Q3 financial outlook - Earnings Slides 7/28/2026 07:07:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q2 Earnings 7/28/2026 07:06:30 AM - IQVIA Holdings reports Q2 EPS $3.15 ex-items vs FactSet $3.03 [19 est, $2.93-3.08] Reference Link: Transcript	show story hide story
28-Jul-2026 10:19	IQV Transcript Intelligence: IQVIA Holdings Q2 Earnings Themes ($244.28 +$31.06) Themes Summary (Call Time: 28-Jul-26 09:00 ET): Themes: Accelerate Outsourcing: Observe rising outsourcing penetration, especially as AI drives more molecules into development pipelines. AI Integration: Leverage proprietary data and domain expertise to deploy AI across clinical and commercial operations, differentiating from peers. Emerging Biopharma Growth: Capitalize on rapid EBP segment expansion, now driving most clinical trial starts and R&D spend growth. Commercial Launch Momentum: Benefit from increased new drug launches and expanded client use of analytics, consulting, and patient solutions. Operational Productivity: Achieve margin improvement through productivity programs, including AI-driven efficiencies and scale leverage. Risks: Backlog Quality Scrutiny: Face industry-wide concerns over inactive trials in backlog; ongoing review may prompt future adjustments. Opportunities: AI-Enabled Service Expansion: Expand co-development partnerships with top pharma clients for bespoke AI solutions across the value chain. Strategic Adjustments: M&A in Discovery Capabilities: Invest in upstream assets (e.g., Charles River) to broaden offerings into early-stage drug development. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 7/28/2026 10:16:15 AM - IQVIA Holdings provides Q3 financial outlook - Earnings Slides 7/28/2026 07:07:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q2 Earnings 7/28/2026 07:06:30 AM - IQVIA Holdings reports Q2 EPS $3.15 ex-items vs FactSet $3.03 [19 est, $2.93-3.08] Reference Link: Transcript	show story hide story
28-Jul-2026 10:19	IQV Transcript Intelligence: IQVIA Holdings Q2 Earnings Q&A ($244.28 +$31.06) Q&A Summary (Call Time: 28-Jul-26 09:00 ET): Broad-based strength characterized Q2 bookings, with no unusual or outsized awards; FSO and FSP segments performed in line with historical norms. Ongoing expansion of outsourcing penetration anticipated for large pharma, driven by AI-enabled drug discovery and increased study portfolios. Continued prioritization of proprietary data, domain expertise, and regulatory compliance underpins AI investments; nearly 300 agents now deployed across 90 use cases. Competitive wins increasingly hinge on delivery timelines, capabilities, technology—including AI—and site networks rather than price alone. Acquisition of Charles River assets completed in Q2; typical acquisition impact remains two-thirds commercial, one-third R&DS segment revenue contribution. Operational productivity programs—including AI—drove significant margin expansion; pass-throughs remain the primary non-operational headwind to margins for the remainder of the year. No material changes to below-the-line assumptions; backlog quality review underway but any adjustment for inactive trials expected to be minor (~5%) and not impact guidance or reported results. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 7/28/2026 10:19:21 AM - Transcript Intelligence: IQVIA Holdings Q2 Earnings Themes 7/28/2026 10:16:15 AM - IQVIA Holdings provides Q3 financial outlook - Earnings Slides 7/28/2026 07:07:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q2 Earnings 7/28/2026 07:06:30 AM - IQVIA Holdings reports Q2 EPS $3.15 ex-items vs FactSet $3.03 [19 est, $2.93-3.08] Reference Link: Transcript	show story hide story
28-Jul-2026 10:16	IQV IQVIA Holdings provides Q3 financial outlook - Earnings Slides ($243.38 +$30.16) Additional Q3 Guidance: Revenue $4,315-$4,390M vs FS $4,316.2M [16 est, $4,279.4-$4,389.0M] Adj. EBITDA $1,000-$1,020M vs FS $1,009.5M [16 est, $989.9-$1,038.1M] Adj. Diluted EPS $3.19-$3.29 vs FS $3.24 [19 est, $3.15-$3.40] Management commentary: Guidance assumes July 27, 2026 FX rates remain in effect See Related StreetAccount comments: 7/28/2026 7:07:24 AM - StreetAccount Metrics Recap - IQVIA Holdings Q2 Earnings 7/28/2026 7:06:30 AM - IQVIA Holdings reports Q2 EPS $3.15 ex-items vs FactSet $3.03 [19 est, $2.93-3.08] Reference Link: Earnings Slides	show story hide story
28-Jul-2026 09:20	StreetAccount Summary - US Pre-market trading update S&P futures +5.3 to 7453.5, +0.07% vs settlement. 10-year yield (2) bps to 4.63%. Sep WTI ($1.35) or (1.63%) to $81.26. Trading Higher: *Market cap >$10B* +11.2% IQV (IQVIA Holdings $237.00, +23.78) -- earnings In sympathy: FTRE +4.2% +7.4% SHW (Sherwin-Williams $351.50, +24.23) -- earnings +4.8% CDNS (Cadence Design Systems $354.87, +16.26) -- earnings +4.4% KO (Coca-Cola $87.75, +3.68) -- earnings In sympathy: CL +2.9%, MDLZ +2.5%, KHC +2.2%, PEP +2.2%, CHD +2.2%, PG +2.1%, KDP +2.1% +3.9% WELL (Welltower $257.95, +9.61) -- earnings +2.9% IP (International Paper $43.65, +1.24) -- JPMorgan upgrade +2.6% NOW (ServiceNow $108.34, +2.78) +2.6% WDAY (Workday $151.36, +3.82) +2.6% ACN (Accenture $158.00, +3.94) +2.5% HUBS (HubSpot $228.69, +5.68) +2.5% ADSK (Autodesk $231.49, +5.58) +2.4% CLS (Celestica $326.00, +7.76) -- earnings +2.4% TEL (TE Connectivity Plc $212.55, +4.97) +2.3% FLUT (Flutter Entertainment $108.33, +2.49) +2.3% TEAM (Atlassian $98.09, +2.22) +2.3% ISRG (Intuitive Surgical $365.00, +8.17) -- UBS assumes buy vs prior neutral +2.3% ADBE (Adobe $243.16, +5.41) +2.2% MDT (Medtronic $86.08, +1.86) -- UBS assumes buy vs prior neutral +2.2% YUMC (Yum China Holdings $45.70, +0.98) +2.2% WMT (Walmart $114.16, +2.42) +2.2% NFLX (Netflix $71.92, +1.52) +2.1% CRM (Salesforce $177.19, +3.59) +2.0% COST (Costco Wholesale $971.00, +19.42) +2.0% JNJ (Johnson & Johnson $271.31, +5.36) -- agreement for comprehensive resolution of remaining talc litigation with plaintiff firms +1.9% PM (Philip Morris International $199.30, +3.64) +1.8% V (Visa $368.95, +6.42) -- to lay off ~2,600 employees or ~7% of workforce -- Bloomberg +1.6% ABT (Abbott Labs $106.15, +1.66) -- UBS assumes buy +1.4% BSX (Boston Scientific $46.16, +0.65) -- discloses global restructuring program +0.9% PYPL (PayPal $56.60, +0.53) -- earnings +0.8% BA (Boeing $213.10, +1.60) -- earnings *Market cap $1B-$10B* +8.6% KNSA (Kiniksa Pharmaceuticals $69.00, +5.47) -- earnings +7.4% ITRI (Itron $91.05, +6.27) -- earnings +5.4% HAPN (Happen $19.77, +1.02) -- earnings +5.0% CORZ (Core Scientific $21.78, +1.04) -- earnings; infrastructure partnership with AMD for up to 2.5 GW of data center capacity +4.2% PII (Polaris Inc. $77.86, +3.16) -- earnings +4.1% APLD (Applied Digital $27.47, +1.09) -- earnings +3.9% OSK (Oshkosh $160.99, +6.04) -- earnings +3.8% EPAM (EPAM Systems $97.73, +3.56) +3.2% ALVO (Alvotech $3.18, +0.10) +3.1% ACHC (Acadia Healthcare $33.50, +1.00) +3.0% ASO (Academy Sports & Outdoors $51.40, +1.50) +2.7% RNG (RingCentral $55.15, +1.45) +2.6% FRSH (Freshworks $11.10, +0.28) +2.5% VSXY (Victoria's Secret $87.45, +2.13) +2.3% RITM (Rithm Capital $9.44, +0.21) -- earnings +2.1% CGEM (Cullinan Therapeutics $17.80, +0.37) -- announces end-of-Phase 1 meeting with FDA for CLN-049 and advances program to a potentially Registrational Phase 2 Study in AML *Market cap <$1B* +46.5% FIRY (Firy Inc. $12.25, +3.89) -- Papaya Gaming ordered to pay $719M to Firy's Skillz Platform Inc. +33.1% GOSS (Gossamer Bio $0.27, +0.07) -- Leerink Partners upgrade +22.0% PRLD (Prelude Therapeutics $4.75, +0.86) -- Incyte discontinues further development of INCB160058 +18.9% BIYA (Baiya International Group $4.96, +0.79) +18.5% LVWR (LiveWire Group $2.88, +0.45) +16.6% PMN (ProMIS Neurosciences $13.66, +1.94) -- six-month interim safety and biomarker data for PMN310 in PRECISE-AD Phase 1B Alzheimer's trial +10.1% ALT (Altimmune $3.26, +0.30) -- topline results from RECLAIM phase 2 trial of pemvidutide meets primary endpoint +9.2% NMAX (Newsmax $8.44, +0.71) -- AI content partnership w/ Meta Platforms Trading Lower: *Market cap >$10B* -14.9% GLW (Corning $122.00, -21.36) -- earnings In sympathy: AAOI -6.6%, CIEN -6.6%, AXTI -6.3%, COHR -6.2%, VIAV -5.7%, FN -5.7%, LITE -5.6%, MXL -3.9%, POET -3.4%, MTSI -2.8% -8.6% SANM (Sanmina $191.00, -17.90) -- earnings -6.3% BCS (Barclays $26.76, -1.80) -- earnings -5.8% CARR (Carrier Global $65.33, -4.00) -- earnings -5.8% STRL (Sterling Infrastructure $598.00, -36.63) -5.4% BE (Bloom Energy $178.00, -10.18) -5.3% UPS (United Parcel Service $106.99, -5.96) -- earnings -5.3% TXT (Textron $91.00, -5.13) -- earnings -5.2% CRDO (Credo Technology $197.36, -10.78) -5.2% FLEX (Flex $110.00, -6.07) -5.1% GEV (GE Vernova $945.51, -51.06) -4.9% ALAB (Astera Labs $268.71, -13.81) -4.4% VRT (Vertiv Holdings $275.00, -12.60) -4.4% DELL (Dell Technologies $407.97, -18.94) -4.3% P (Everpure $71.00, -3.21) -4.2% SPGI (S&P Global $421.38, -18.45) -- earnings; acquisitions -4.1% Q (Qnity Electronics $127.50, -5.47) -4.0% CNC (Centene $61.50, -2.58) -- earnings -3.5% SPCX (SpaceX $109.56, -3.94) -3.5% DOCN (DigitalOcean Holdings $116.02, -4.18) -3.4% PNR (Pentair $61.06, -2.12) -- earnings -3.4% PLTR (Palantir Technologies $127.09, -4.44) -3.2% HUT (Hut 8 Corp. $101.25, -3.34) -2.6% ASTS (AST Spacemobile $56.75, -1.54) -- announces launch date for BlueBird Satellites 11, 12, and 13 -1.8% INIO (INNIO NV $26.43, -0.49) -- earnings, order -0.4% RCL (Royal Caribbean Group $303.70, -1.34) -- earnings *Market cap $1B-$10B* -13.0% CVLT (CommVault Systems $129.99, -19.47) -- earnings -11.6% TE (T1 Energy $4.33, -0.57) -- preliminary Q2 results; provides updates on G2_Austin and G1_Dallas projects -6.3% LIFE (Ethos Technologies $18.25, -1.23) -6.2% VSH (Vishay Intertechnology $34.89, -2.29) -5.8% FCEL (FuelCell Energy $20.25, -1.24) -5.4% XIFR (XPLR Infrastructure $11.93, -0.68) -- earnings -5.2% RXO (RXO, Inc. $22.85, -1.26) -- TD Cowen downgrade -5.0% PURR (Hyperliquid Strategies $6.02, -0.32) -4.9% INSP (Inspire Medical Systems $48.42, -2.51) -- UBS assumes sell vs prior neutral -4.8% VICR (Vicor $196.49, -9.95) -4.6% KLIC (Kulicke & Soffa Industries $93.75, -4.47) -4.6% COHU (Cohu $45.60, -2.21) -4.5% OUST (Ouster $33.55, -1.59) -4.3% AMBA (Ambarella $65.32, -2.91) -4.3% DIOD (Diodes $82.17, -3.73) -3.9% LUNR (Intuitive Machines $12.79, -0.52) -3.9% LNTH (Lantheus Holdings $103.79, -4.24) -- Curium in advanced talks to buy Lantheus for $8B (CVRs included) - Bloomberg -3.9% AEVA (Aeva, Inc. $14.92, -0.61) -3.5% VPG (Vishay Precision Group $98.70, -3.61) -3.4% LEU (Centrus Energy $170.00, -5.98) *Market cap <$1B* -28.1% TZOO (Travelzoo $7.34, -2.87) -- earnings -26.4% INVZ (Innoviz Technologies $0.46, -0.17) -- Q2 guidance; registered direct offering of 66.7M shares priced for gross proceeds of $30M -24.8% SPWR (SunPower $0.36, -0.12) -- earnings -22.7% ENLV (Enlivex Therapeutics $3.29, -0.97) -- $400.0M Private Placement -21.9% REPL (Replimune Group $6.74, -1.89) -- FDA releases briefing documents ahead of Thursday Adcom meeting for vusolimogene oderparepvec -18.7% FIEE (Minim, Inc. $2.52, -0.58) -13.4% ADVB (Advanced Biomed $12.43, -1.93) -11.1% ZYBT (Zhengye Biotechnology $1.36, -0.17) Semis lower; iShares Semi ETF (SOXX) (3.68%) AMKR -12.8% (earnings), UMC -12.3%, NVTS -9.6% (earnings), ICHR -7.2%, STX -7.1% (transferred buy at Rosenblatt Securities ), SNDK -7.0%, WDC -7.0%, MKSI -6.2%, MU -6.2%, RMBS -6.1% (earnings), FORM -5.8%, ACMR -5.7%, SMTC -5.6%, AOSL -5.5%, UCTT -5.5%, WOLF -5.4%, ONTO -5.3%, TTMI -5.3%, KLAC -5.2%, LRCX -5.0%, MRAM -5.0%, PENG -5.0%, TER -4.9%, INTC -4.9%, AMAT -4.9%, MRVL -4.8%, PLAB -4.8%, ASML -4.6%, HIMX -4.6%, AMD -4.4%, ALGM -4.3%, AEHR -4.3% (automatic mixed shelf of indeterminate amount), TSEM -4.3%, ARM -4.1%, NVMI -4.1%, SMCI -3.8%, ENTG -3.7%, CAMT -3.7%, MPWR -3.6%, TSM -3.6%, SITM -3.4%, LSCC -3.4%, GFS -3.3%, VECO -3.1%, ON -2.6%, QCOM -2.3%, CBRS -2.3%, MCHP -2.1%, ADI -1.9%, NXPI -1.8%, AVGO -1.8%, TXN -1.6%, SNPS +1.5% Bitcoin/Crypto-related lower; Bitcoin futures (BTC00) (2.28%) RIOT -4.0%, CRCL -3.8%, BMNR -3.8%, SBET -3.6%, BTDR -3.5%, CIFR -3.2%, WULF -3.1%, ASST -3.0%, MSTR -3.0%, XXI -2.9%, COIN -2.8%, MARA -2.8%, CLSK -2.5% ( transferred buy at Chardan Capital; prior rating was buy), GLXY -2.5% (acquires 500 acre campus in McGregor, TX), HOOD -1.9% Click here to view our Gainers & Decliners page Related: AAOI, ABT, ACHC, ACMR, ACN, ADBE, ADI, ADSK, ADVB, AEHR, AEVA, ALAB, ALGM, ALT, ALVO, AMAT, AMBA, AMD, AMKR, AOSL, APLD, ARM, ASML, ASO, ASST, ASTS, AVGO, AXTI, BA, BCS, BE, BIYA, BMNR, BSX, BTDR, CAMT, CARR, CBRS, CDNS, CGEM, CHD, CIEN, CIFR, CL, CLS, CLSK, CNC, COHR, COHU, COIN, CORZ, COST, CRCL, CRDO, CRM, CVLT, DELL, DIOD, DOCN, ENLV, ENTG, EPAM, FCEL, FIEE, FIRY, FLEX, FLUT, FN, FORM, FRSH, FTRE, GEV, GFS, GLW, GLXY, GOSS, HAPN, HIMX, HOOD, HUBS, HUT, ICHR, INIO, INSP, INTC, INVZ, IP, IQV, ISRG, ITRI, JNJ, KDP, KHC, KLAC, KLIC, KNSA, KO, KR, LEU, LIFE, LITE, LNTH, LRCX, LSCC, LUNR, LVWR, MARA, MCHP, MDLZ, MDT, MKSI, MPWR, MRAM, MRVL, MSTR, MTSI, MU, MXL, NFLX, NMAX, NOW, NVMI, NVTS, NXPI, ON, ONTO, OSK, OSS, OUST, P, PENG, PEP, PG, PII, PL, PLAB, PLTR, PM, PMN, PNR, POET, PRLD, PURR, PYPL, Q, QCOM, RCL, REPL, RIOT, RITM, RMBS, RNG, RXO, SANM, SBET, SHW, SITM, SMCI, SMTC, SNDK, SNPS, SPCX, SPGI, SPWR, STRL, STX, TE, TEAM, TEL, TER, TSEM, TSM, TTMI, TXN, TXT, TZOO, UCTT, UMC, UPS, V, VECO, VIAV, VICR, VPG, VRT, VSH, VSXY, WDAY, WDC, WELL, WMT, WOLF, WULF, XIFR, XXI, YUMC, ZYBT...(more)	show story hide story
28-Jul-2026 08:59	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Earnings calendar ramping again, with key reports in all major groups. Tuesday morning brings reports in Pharma, Biotech, LifeSci/CRO, and Managed Medicaid. Shares mostly little changed in reaction however. Last night, Universal Health Systems reported a mixed Q2 with forward guidance raised on the topline but lowered on the bottom line. Shares of UHS (3%) in the pre-market. Ahead of Wednesday's report, Boston Scientific disclosed a global restructuring plan, with substantial amount of savings to be reinvested in strategic growth initiatives. Shares of BSX +1% in the pre-market. JNJ announced a proposed resolution of remaining MDL litigation (talc) with a $5.5B commitment. Share of JNJ +2% in the pre-market. Macro S&P futures are little changed on Tuesday morning, however Nasdaq futures down (0.8%). Big story continues to revolve around momentum weakness with the AI trade under scrutiny. Blame has been attributed to both technical and (often intertwined) fundamental factors. When it comes to latter, recent focus has been on elevated hyperscaler capex, circular financing, widening credit spreads, open-model momentum and China competition. However, some cushion from a broadening out trade that has been helped thus far this week by lower oil and bond yields. Oil pullback a function of recent pause in kinetic hostilities in the Middle East that has put some hope back around the escalate to de-escalate narrative (diplomatic efforts focused on reopening SoH). Quiet elsewhere as market continues to look ahead to FOMC on Wednesday afternoon, MSFT and META after the close on Wednesday and AAPL and AMZN after the close on Thursday. Pre-market trading update Trading higher +36.9% GOSS follow-through; upgraded at Leerink +21.9% PRLD sympathy to INCY +11.2% IQV earnings +10.1% ALT trial results in alcohol use disorder (AUD); call at 8ET +7.2% OPK earnings +5.3% RGEN earnings (low volume) +2.4% ISRG shares were +6% yesterday +2.0% JNJ talc settlement proposal +1.6% GSK earnings +1.3% CNC earnings Trading lower -20.8% REPL FDA publishes briefing documents for VO -5.2% ALKS earnings -4.9% INSP initiation -3.9% LNTH media report, Curium in talks to acquire -3.8% PHG follow-through -3.3% UHS earnings -3.3% PGNY downgrade -2.3% OTLK on heavy volume -1.3% STAA initiation -0.7% INCY earnings Pharma Earnings: GSK reports Q2 Core EPS 50.5p vs consensus 47.1p on revenue £8.41B vs consensus £8.24B. Reaffirms FY26 guidance and five-year sales outlook. Conf. call at 9:00ET Litigation: JNJ announced that it has reached an agreement for a comprehensive resolution of the remaining talc litigation with the plaintiff firms in the MDL. The proposed resolution includes payments of $5.5B, bringing "finality to this meritless 15-year litigation". Biotech Earnings: ALKS reports Q2 EPS $0.00 vs FactSet ($0.03) on revenue $496.0M vs FS $457.4M. Lowers FY26 outlook for net income, and revenue below consensus at the midpoint. INCY reports Q2 EPS $3.09 ex-items on revenue $1.67B vs FactSet $1.50B. Reports net sales $1.49B vs FS $1.28B. Raises FY26 net sales guidance. Discontinues development of '0058, instead will prioritize a program partnered with PRLD. Regulatory: REPL FDA publishes briefing documents ahead of Thursday Adcom for VO. Agency tone remains negative on efficacy and safety. Research: CAPR downgraded to neutral from buy at Alliance Global Partners (Matthew Venezia), target cut to $7 from $51. GOSS upgraded to outperform from market perform at Leerink Partners (Joseph Schwartz), target remains $1 or approx. 400% upside. MPLT downgraded to equal-weight from overweight at Morgan Stanley (Sean Laaman), target cut to $21 from $34 or approx. 112% upside. (FactSet average PT $32; range $20-52) SYRE downgraded to peer perform from outperform at Wolfe Research (Andy Chen) BNTC initiated outperform at Wedbush Securities FTH initiated outperform at Oppenheimer (Jay Olson), target is $60 or approx. 129% upside. MDCX initiated buy at AGP RAPP initiated outperform at William Blair TENX initiated buy at Canaccord Genuity Life Science & MedTech Earnings: IQV reports Q2 EPS $3.15 ex-items vs FactSet $3.03 on revenue $4.37B vs FactSet $4.30B, and adj EBITDA $994M vs FactSet $964.5M. Raises FY26 EPS guidance by $0.10, revenue by $125M, adj EBITDA by $25M, all at the midpoints. Conf. call at 9:00ET RGEN reports Q2 EPS $0.54 ex-items vs FactSet $0.45 on revenue $204.1M vs FS $201.6M. Raises FY26 guidance top and bottom, and organic revenue growth outlook by 100bps at the midpoints. Conf. call at 8:00ET Corporate: BSX discloses via 8-K a new global restructuring plan, to initiate in 2026 and complete by the end of 2029. Company expects a substantial amount of the savings to be reinvested in strategic growth initiatives. Research: PODD assumed neutral at UBS (Patrick Wood), prior rating was buy. Analyst also assumes coverage of BBNX, DXCM, and TNDM and initiated coverage on MMED with a buy rating, target is $25 or approx. 41% upside. UBS analyst Patrick Wood initiates coverage on seven names in medical devices (4 buy, 3 neutral) and assumes coverage on another twelve (9 buy, 2 neutral, 1 sell (INSP) UBS analyst Patrick Wood initiates coverage on six names in the vision subgroup (2 buy, 3 neutral, 1 sell (STAA). Services & Hospitals Earnings: UHS reported Q2 adj EBITDA $677.9M vs StreetAccount $681.2M, EPS $5.98, on revenue $4.64B vs FS $4.58B. Lowers FY26 adj EBITDA outlook by $51.5M, raises revenue by $28.5M, and lowers EPS by $0.615 - all at the midpoints. Conference call at 9:00ET Quick take: Sentiment muted on what is being generally described as a modest EBITDA miss, driven by weakness in Acute. Discussion noted new facilities (including Cedar Hill) weighed on results - though Acute SS metrics relatively strong in the period. Lowered FY guidance also weighing on shares, as drag from Q2 headwinds, along with lower volume assumptions in both segments resulting in lowered targets for EPS, revenue and adjusted EBITDA. On the call at 9:00 ET, investors will be listening for additional commentary around volume assumptions for H2 and trajectory of EBITDA growth, with some suggesting new lowered targets still appear aggressive given Q2 new facility drag and lower volume expectations. Research: FME.GR (FMS) downgraded to underperform from neutral at BNP Paribas Exane (Hugo Solvet), target increased to €35 from €34.50 or approx. 20% downside. (FactSet average PT €42; range €31-59) PGNY downgraded to equal weight from overweight at Barclays (Peter Warendorf), target increased however to $34 from $27 or approx. 8% upside. (FactSet average PT $34; range $27-40) Managed Care Earnings: CNC reports Q2 Q2 EPS $2.51 ex-items vs FactSet $1.08 on revenue $53.58B vs FS $47.64B. Q2 HBR 89.6% vs StreetAccount 91.2%. Raises FY26 financial guidance, and lowers FY HBR outlook by 40bps at the midpoints. Conf. call at 8:30ET Quick take: The magnitude of the guidance increase exceeds most investors' expectations, reinforcing confidence that the earnings recovery is sustainable. Q2 upside is attributed to Medicaid, driven by improved expense management, normalizing acuity trends, and favorable rate increases, while commentary on margin recovery remains constructive. However, some point out that the commercial MLR beat is driven in part by a one-time Marketplace risk adjustment true-up. On Deck: Earnings after the close today CHE (call Wed at 10:00ET), ACHC (call Wed at 9:00ET Earnings tomorrow Wed 29-Jul: before BSX (call at 8:00ET), HUM (call at 8:00ET), TEVA (call at 8:00ET), BIIB (call at 8:30ET), GEHC (call at 8:30ET), IONS (call at 8:30ET), AVTR (call at 8:00ET), BLCO (call at 8:00ET), OPCH (call at 8:30ET) after ICLR (call Thu at 8:00ET), ALGN (call at 16:30ET), CORT (call at 17:00ET), GKOS (call at 16:30ET), VKTX (call at 16:30ET), WAY (call at 16:30ET), ADPT (call at 16:30ET) Conference BTIG Biotechnology Conference (Jul 28-29) Regulatory on Wed 29-Jul: FDA Adcom: CTGTAC to review CAPR deramiocel BLA for CM in DMD on Thu 30-Jul: FDA Adcom: CTGTAC to review REPL vusolimogene oderparepvec (RP1) for advanced melanoma This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ACHC, ADPT, ALGN, ALKS, ALT, AVTR, BBNX, BIIB, BLCO, BNTC, BSX, CAPR, CHE, CNC, CORT, DXCM, FME.GR, FTH, GEHC, GKOS, GOSS, GSK, HUM, ICLR, INCY, INSP, IONS, IQV, ISRG, JNJ, LNTH, MDCX, MPLT, OPCH, OPK, OTLK, PGNY, PHG, PODD, PRLD, RAPP, REPL, RGEN, STAA, SYRE, TENX, TEVA, TNDM, UHS, VKTX, WAY...(more)	show story hide story
28-Jul-2026 08:26	StreetAccount Summary - US Pre-market trading S&P futures +1.8 to 7450, +0.02% vs settlement. 10-year yield (1) bps to 4.63%. Sep WTI ($0.98) or (1.19%) to $81.63. Trading Higher: *Market cap >$10B* +10.0% IQV (IQVIA Holdings $234.57, +21.35) -- earnings In sympathy: FTRE +4.2% +6.6% SHW (Sherwin-Williams $349.00, +21.73) -- earnings +3.9% DINO (HF Sinclair $94.30, +3.52) -- earnings +3.8% KO (Coca-Cola $87.24, +3.17) -- earnings +2.5% HUBS (HubSpot $228.69, +5.68) +2.5% WDAY (Workday $151.25, +3.71) +2.5% NOW (ServiceNow $108.17, +2.61) +2.4% ISRG (Intuitive Surgical $365.50, +8.67) -- UBS assumes buy vs prior neutral +2.3% WMT (Walmart $114.32, +2.58) +2.2% CNC (Centene $65.47, +1.39) -- earnings +2.1% TEAM (Atlassian $97.90, +2.03) +2.1% EW (Edwards Lifesciences $84.82, +1.78) -- UBS assumes buy vs prior neutral +2.1% JNJ (Johnson & Johnson $271.41, +5.46) -- agreement for comprehensive resolution of remaining talc litigation with plaintiff firms +2.1% VEEV (Veeva Systems $198.50, +4.04) +2.1% ADBE (Adobe $242.76, +5.01) +2.0% ACN (Accenture $157.16, +3.10) +2.0% FLUT (Flutter Entertainment $108.00, +2.16) +2.0% PG (Procter & Gamble $151.67, +3.04) +2.0% IP (International Paper $43.25, +0.84) -- JPMorgan upgrade +1.9% CL (Colgate-Palmolive $93.76, +1.78) +1.9% ADSK (Autodesk $230.20, +4.29) +1.8% PAYX (Paychex $116.30, +2.01) +1.8% HUBB (Hubbell $506.80, +8.84) -- earnings +1.7% TMUS (T-Mobile US $180.21, +3.00) +1.7% MRK (Merck $133.00, +2.24) +1.7% CRM (Salesforce $176.50, +2.90) +1.7% MSFT (Microsoft $395.54, +6.44) +1.6% GIS (General Mills $37.20, +0.59) +1.6% CTSH (Cognizant Technology Solutions $47.80, +0.75) +1.6% DDOG (Datadog $255.77, +3.91) +1.6% MNST (Monster Beverage $96.82, +1.49) +1.6% NFLX (Netflix $71.56, +1.16) +1.6% TYL (Tyler Technologies $320.88, +5.00) +1.5% BAX (Baxter International $23.69, +0.35) +1.5% VLTO (Veralto $95.70, +1.42) +1.5% LHX (L3Harris Technologies $307.95, +4.47) +1.4% GSK (GSK Plc $52.69, +0.71) -- earnings +1.4% FIG (Figma $23.25, +0.31) +1.4% KHC (Kraft Heinz $26.60, +0.38) +1.4% BSX (Boston Scientific $46.13, +0.62) -- discloses global restructuring program +0.9% UPS (United Parcel Service $113.92, +0.97) -- earnings +0.7% BA (Boeing $213.07, +1.57) -- earnings *Market cap $1B-$10B* +12.5% KNSA (Kiniksa Pharmaceuticals $71.46, +7.93) -- earnings +5.4% HAPN (Happen $19.77, +1.02) -- earnings +4.8% CORZ (Core Scientific $21.74, +1.00) -- earnings; infrastructure partnership with AMD for up to 2.5 GW of data center capacity +4.9% APLD (Applied Digital $27.68, +1.31) -- earnings +4.4% PII (Polaris Inc. $78.00, +3.30) -- earnings +4.2% ITRI (Itron $88.31, +3.53) -- earnings +3.3% AWI (Armstrong World Industries $170.63, +5.41) -- earnings +3.2% ALVO (Alvotech $3.18, +0.10) +2.7% BKV (BKV Corp. $25.42, +0.68) +2.2% PAYC (Paycom Software $154.66, +3.36) +2.2% EPAM (EPAM Systems $96.28, +2.11) +2.2% HR (Healthcare Realty Trust $22.00, +0.47) +2.0% PCT (Purecycle Technologies $6.10, +0.12) +1.9% KVYO (Klaviyo $18.07, +0.34) +1.8% RNW (ReNew Energy Global $6.14, +0.11) -- confirms receipt of $7.02/sh "best and final" takeover proposal from CPPIB/Sumant Sinha *Market cap <$1B* +42.6% GOSS (Gossamer Bio $0.28, +0.09) -- Leerink Partners upgrade +31.6% FIRY (Firy Inc. $11.00, +2.64) +22.8% PMN (ProMIS Neurosciences $14.39, +2.67) -- six-month interim safety and biomarker data for PMN310 in the PRECISE-AD Phase 1B Alzheimer's +20.3% PRLD (Prelude Therapeutics $4.68, +0.79) -- Incyte discontinues further development of INCB160058 +16.0% QMLS (QumulusAI, Inc. $7.51, +1.04) +12.8% LVWR (LiveWire Group $2.74, +0.31) +10.6% RECT (Rectitude Holdings $1.25, +0.12) +10.1% ALT (Altimmune $3.26, +0.30) -- topline results from RECLAIM phase 2 trial of pemvidutide meets primary endpoint +6.3% PHAT (Phathom Pharmaceuticals $12.70, +0.75) +3.7% ZSQR (Z Squared, Inc. $4.99, +0.18) +3.5% TOYO (TOYO Co. $4.99, +0.17) +3.5% CRNT (Ceragon Networks $2.25, +0.08) -- ~$120M in orders YTD from operators in India +3.4% EDIT (Editas Medicine $2.77, +0.09) +2.9% RELL (Richardson Electronics $19.02, +0.54) -- Northland Capital Markets upgrade Trading Lower: *Market cap >$10B* -16.8% GLW (Corning $119.34, -24.02) -- earnings In sympathy: VIAV -5.6%, MXL -5.5%, COHR -5.5%, AAOI -5.4%, CIEN -5.4%, LITE -4.9% -8.3% SANM (Sanmina $191.60, -17.30) -- earnings -5.6% PNR (Pentair $59.63, -3.55) -- earnings -5.3% ALAB (Astera Labs $267.68, -14.84) -5.2% FLEX (Flex $110.00, -6.07) -5.1% CRDO (Credo Technology $197.49, -10.65) -5.1% FN (Fabrinet $447.00, -23.82) -5.0% BE (Bloom Energy $178.73, -9.45) -4.5% VRT (Vertiv Holdings $274.60, -13.00) -4.5% STRL (Sterling Infrastructure $606.00, -28.63) -4.2% DELL (Dell Technologies $408.88, -18.03) -4.0% CARR (Carrier Global $66.55, -2.78) -- earnings -3.8% Q (Qnity Electronics $127.95, -5.02) -3.8% GEV (GE Vernova $958.98, -37.59) -3.5% PLTR (Palantir Technologies $126.88, -4.65) -3.3% FPS (Forgent Power Solutions $35.01, -1.21) -3.0% ANET (Arista Networks $165.68, -5.08) -3.0% DOCN (DigitalOcean Holdings $116.60, -3.60) -3.0% APH (Amphenol $144.76, -4.52) -2.9% HPE (Hewlett Packard Enterprise $46.81, -1.38) -2.9% NBIS (Nebius Group $182.47, -5.41) -2.8% HUT (Hut 8 Corp. $101.63, -2.96) -2.8% SPCX (SpaceX $110.35, -3.15) -2.7% QNT (Quantinuum $51.41, -1.42) -2.7% IREN (IREN $35.30, -0.99) -2.6% IONQ (IonQ, Inc. $35.00, -0.92) -2.6% ASTS (AST Spacemobile $56.80, -1.49) -- announces launch date for BlueBird Satellites 11, 12, and 13 -2.4% TECK (Teck Resources $58.32, -1.43) -2.4% RKLB (Rocket Lab $65.30, -1.64) -2.3% CDE (Coeur Mining $15.00, -0.36) -2.3% CAT (Caterpillar $853.51, -19.77) -1.9% HL (Hecla Mining $14.90, -0.29) -1.7% PAAS (Pan American Silver $43.36, -0.77) -1.6% ETN (Eaton Corp. $392.40, -6.24) -1.6% FSLR (First Solar $202.50, -3.33) -1.5% RCL (Royal Caribbean Group $300.41, -4.63) -- earnings *Market cap $1B-$10B* -10.0% LIFE (Ethos Technologies $17.53, -1.95) -9.2% TE (T1 Energy $4.45, -0.45) -- preliminary Q2 results; provides updates on G2_Austin and G1_Dallas projects -8.5% CVLT (CommVault Systems $136.70, -12.76) -- earnings -6.9% DIOD (Diodes $80.00, -5.90) -6.8% VSH (Vishay Intertechnology $34.64, -2.54) -5.6% RXO (RXO, Inc. $22.75, -1.36) -- TD Cowen downgrade -5.3% VICR (Vicor $195.43, -11.01) -4.9% INSP (Inspire Medical Systems $48.42, -2.51) -- UBS assumes sell vs prior neutral -4.7% XIFR (XPLR Infrastructure $12.02, -0.59) -- earnings -4.6% FCEL (FuelCell Energy $20.50, -0.99) -4.6% LNTH (Lantheus Holdings $103.01, -5.02) -- in advanced talks to buy Lantheus for $8B (CVRs included) - Bloomberg -4.4% PURR (Hyperliquid Strategies $6.06, -0.28) -4.2% COHU (Cohu $45.79, -2.02) -4.1% AIP (Arteris $29.02, -1.25) -4.1% OUST (Ouster $33.70, -1.44) -3.6% LEVI (Levi Strauss $24.61, -0.92) -- Wells Fargo downgrade -3.6% QURE (uniQure NV $36.83, -1.38) -3.6% INFQ (Infleqtion $9.41, -0.35) -3.5% AMBA (Ambarella $65.85, -2.38) -3.4% RXT (Rackspace Technology $3.73, -0.13) -3.4% EQPT (EquipmentShare.com $18.58, -0.66) -3.4% KLIC (Kulicke & Soffa Industries $94.85, -3.37) -3.3% XE (X-Energy $14.70, -0.50) -3.3% AEVA (Aeva, Inc. $15.02, -0.51) -3.3% PGNY (Progyny $30.54, -1.05) -- Barclays downgrade -3.2% MPLT (MapLight Therapeutics $9.59, -0.32) -- Morgan Stanley downgrade -3.2% KEEL (Keel Infrastructure $3.92, -0.13) -3.2% CAPR (Capricor Therapeutics $6.77, -0.23) -- Alliance Global Partners downgrade -3.1% LEU (Centrus Energy $170.44, -5.54) -3.1% POET (POET Technologies $6.87, -0.22) -3.1% ALM (Almonty Industries $12.94, -0.41) -3.1% TGB (Trekor Metals Limited $6.89, -0.22) -2.9% BB (BlackBerry $8.18, -0.24) -2.9% LUNR (Intuitive Machines $12.93, -0.38) -2.8% IAG (IAMGOLD $14.30, -0.41) -2.8% USAS (Americas Gold & Silver $3.96, -0.11) -2.7% SMR (NuScale Power $8.31, -0.23) -2.7% OKLO (Oklo, Inc. $40.70, -1.11) -2.6% PL (Planet Labs $20.45, -0.55) -2.6% ONDS (Ondas Holdings $7.81, -0.21) -2.6% DLO (dLocal $14.57, -0.39) -2.6% FLNC (Fluence Energy $13.16, -0.35) -2.5% QUBT (Quantum Computing $7.76, -0.20) -2.5% ABSI (Absci Corp. $7.37, -0.19) -2.4% RDW (Redwire $8.62, -0.21) -2.3% SHAZ (SharonAI Holdings $57.44, -1.35) -2.3% SVM (Silvercorp Metals $9.53, -0.23) -2.3% AVEX (AEVEX Corp. $14.77, -0.34) -2.2% EOSE (Eos Energy Enterprises $3.53, -0.08) -2.2% AMPX (Amprius Technologies $9.50, -0.21) -2.2% HLIT (Harmonic $11.10, -0.25) -2.2% FRMI (Fermi $7.07, -0.16) -2.1% ENPH (Enphase Energy $37.23, -0.78) -2.1% QS (QuantumScape $5.07, -0.11) -2.1% PPTA (Perpetua Resources $17.86, -0.38) -2.0% SEDG (SolarEdge Technologies $42.24, -0.85) -2.0% LAUR (Laureate Education $36.72, -0.76) -- Morgan Stanley downgrade *Market cap <$1B* -27.5% REPL (Replimune Group $6.26, -2.37) -- FDA releases briefing documents ahead of Thursday Adcom meeting for vusolimogene oderparepvec -25.8% SPWR (SunPower $0.36, -0.12) -- earnings -25.5% BIOT (Instinct Bio Technical Co. Holdings, Inc. $2.04, -0.70) -21.8% ENLV (Enlivex Therapeutics $3.33, -0.93) -21.0% FIEE (Minim, Inc. $2.45, -0.65) -10.9% ADVB (Advanced Biomed $12.80, -1.56) -10.5% ZYBT (Zhengye Biotechnology $1.37, -0.16) -7.2% OTLK (Outlook Therapeutics $0.99, -0.08) -4.5% BWEN (Broadwind $4.59, -0.22) -4.4% DGXX (Digi Power X $3.67, -0.17) -4.1% OSS (One Stop Systems $12.10, -0.51) -3.9% EGG (Enigmatig $1.97, -0.08) -3.8% NRGV (Energy Vault Holdings $2.82, -0.11) -3.8% VELO (Velo3D $9.86, -0.39) -3.3% LWLG (Lightwave Logic $5.93, -0.20) -3.2% MRLN (Merlin $3.62, -0.12) -3.2% LAES (SEALSQ $2.40, -0.08) *Semis broadly lower -- iShares Semi ETF (SOXX) (4.06%)* AMKR -10.1% (earnings), NVTS -9.7% (earnings), AOSL -8.1%, WDC -7.2%, SNDK -7.1%, MU -6.8%, STX -6.6%, UCTT -6.5%, ONTO -6.4%, AXTI -6.3%, AEHR -6.2% (automatic mixed shelf of indeterminate amount), ENTG -5.8%, MKSI -5.8%, SMTC -5.7%, MRAM -5.6%, FORM -5.6%, ACMR -5.5%, TTMI -5.3%, LRCX -5.1%, INTC -5.1%, ICHR -4.8%, MRVL -4.8%, WOLF -4.8%, TER -4.7%, RMBS -4.7% (earnings), SITM -4.7%, AMAT -4.5%, AMD -4.5%, KLAC -4.3%, VECO -4.2%, SMCI -4.2%, TSEM -4.1%, GFS -4.1%, NVMI -4.0%, PLAB -3.8%, CAMT -3.6%, INDI -3.5%, ON -3.4%, MTSI -3.4%, CBRS -3.3%, CEVA -3.3%, PENG -2.8%, SKYT -2.5%, QCOM -2.5%, NXPI -2.4%, MCHP -2.4%, TXN -2.1% *Bitcoin/Crypto related lower -- Bitcoin futures (BTC00) (2.25%)* RIOT -4.8%, SBET -4.4%, BMNR -4.4%, CRCL -3.8%, MSTR -3.2%, GLXY -3.1% (acquires 500 acre campus in McGregor, TX), ASST -2.8%, COIN -2.8%, ABTC -2.7%, WULF -2.7%, MARA -2.7%, CIFR -2.6%, HOOD -2.2%, CLSK -2.1%, BTDR -2.0% Click here to view our Gainers & Decliners page Related: AAOI, ABSI, ABTC, ACMR, ACN, ADBE, ADSK, ADVB, AEHR, AEVA, AIP, ALAB, ALM, ALT, ALVO, AMAT, AMBA, AMD, AMKR, AMPX, ANET, AOSL, APH, APLD, ASST, ASTS, AUR, AVEX, AWI, AXTI, B, BA, BAX, BB, BE, BIOT, BKV, BMNR, BSX, BTDR, BWEN, CAMT, CAPR, CARR, CAT, CBRS, CDE, CEVA, CIEN, CIFR, CL, CLSK, CNC, COHR, COHU, COIN, CRCL, CRDO, CRM, CRNT, CTSH, CVLT, DDOG, DELL, DGXX, DINO, DIOD, DLO, DOCN, EDIT, EGG, ENLV, ENPH, ENTG, EOSE, EPAM, EQPT, ETN, EW, FCEL, FIEE, FIG, FIRY, FLEX, FLNC, FLUT, FN, FORM, FPS, FRMI, FSLR, FTRE, GEV, GFS, GIS, GLW, GLXY, GOSS, GSK, HAPN, HL, HLIT, HOOD, HPE, HR, HUBB, HUBS, HUT, IAG, ICHR, INDI, INFQ, INSP, INTC, IONQ, IP, IQV, IREN, ISRG, ITRI, JNJ, KEEL, KHC, KLAC, KLIC, KNSA, KO, KVYO, LAES, LAUR, LEU, LEVI, LHX, LIFE, LITE, LNTH, LRCX, LUNR, LVWR, LWLG, MARA, MCHP, MKSI, MNST, MPLT, MRAM, MRK, MRLN, MRVL, MSFT, MSTR, MTSI, MU, MXL, NBIS, NFLX, NOW, NRGV, NVMI, NVTS, NXPI, OKLO, ON, ONDS, ONTO, OSS, OTLK, OUST, P, PAAS, PAYC, PAYX, PCT, PENG, PG, PGNY, PHAT, PII, PL, PLAB, PLTR, PMN, PNR, POET, PPTA, PRLD, PURR, Q, QCOM, QMLS, QNT, QS, QUBT, QURE, RCL, RDW, RECT, RELL, REPL, RIOT, RKLB, RMBS, RNW, RXO, RXT, SANM, SBET, SEDG, SHAZ, SHW, SITM, SKYT, SMCI, SMR, SMTC, SNDK, SPCX, SPWR, STRL, STX, SVM, TE, TEAM, TECK, TER, TGB, TMUS, TOYO, TSEM, TTMI, TXN, TYL, UCTT, UPS, USAS, VECO, VEEV, VELO, VIAV, VICR, VLTO, VRT, VSH, WDAY, WDC, WMT, WOLF, WULF, XE, XIFR, ZSQR, ZYBT...(more)	show story hide story
28-Jul-2026 07:07	IQV StreetAccount Metrics Recap - IQVIA Holdings Q2 Earnings ($213.22) Key operating metrics: Revenue Commercial Solutions $1.79B vs StreetAccount $1.79B Research & Development Solutions $2.58B vs SA $2.51B R&D Solutions Net New Bookings $3.15B, +19% y/y Adjusted EBITDA margin 22.8% vs FactSet 22.4% Research & Development Solutions Book to-bill 1.22 vs SA 1.11 Contracted backlog $34.2B vs SA $34.47B and $34.20B in Q1 Co expects $9.2B of this backlog to convert to revenue in next 12M (+7.5% y/y) See Related StreetAccount comments: 7/28/2026 7:06:30 AM - IQVIA Holdings reports Q2 EPS $3.15 ex-items vs FactSet $3.03 [19 est, $2.93-3.08] 7/23/2026 12:13:22 PM - StreetAccount Consensus Metrics Preview - IQVIA Holdings Q2 Earnings	show story hide story
28-Jul-2026 07:06	IQV IQVIA Holdings reports Q2 EPS $3.15 ex-items vs FactSet $3.03 [19 est, $2.93-3.08] ($213.22) Reports Q2: Revenue $4.37B vs FactSet $4.30B [16 est, $4.26-4.34B] Adjusted EBITDA $994M vs FactSet $964.5M [16 est, $945.5-972M] Repurchased $398M of its common stock FY Guidance (Dec 2026): EPS $12.80-13.00 ex-items vs prior guidance $12.65-$12.95 and FactSet $12.81 [22 est, $12.62-12.90] Revenue $17.275-17.475B vs prior guidance $17.15B-$17.35B and FactSet $17.29B [19 est, $17.16-17.55B] Adjusted EBITDA $4.00-4.05B vs prior guidance $3.975B-4.025B and FactSet $4.00B [18 est, $3.96-4.01B] Reference Link: Press release	show story hide story
27-Jul-2026 17:02	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished moderately higher overall on Monday. Advancers beat decliners by nearly 4:1 on the XLV. Healthcare +0.52% vs S&P 500 +0.02%. Moderate gains for almost all major health groups for the session. Managed Care dispatched some early morning softness to finish flat and just inline. ISRG +5.7%, shares remain lower (10%) MTD, and RVTY (2.2%) bracketed the XLV. MedTech the relative outperformer, with Medical devices catching a bid amidst today's risk-on trade. LST names unable to gain much traction, traded more mixed. Biotech ended essentially flat on a choppy session marked by high-premium M&A and fresh FDA insight into a hotly debated drug application. CAPR (64.5%) after FDA briefing documents. FBRX +39.6% acquired by ARGX (%) for around $2.2B. Positive read-across for TRAX +18.3%, shares now +121% YTD. AZN +0.2% the key earnings report on the tape this morning; muted response to a roughly inline print and guidance just maintained. A late-stage clinical failure for AstraZeneca's Ultomiris seen as benefitting OMER +15.8%. Relatively quiet weekend for sector newsflow, with Monday morning M&A returning to Biotech group. Argenx paying $2.2B to acquire Forte Biosciences. Earnings calendar this week ramps significantly, but slowly with only AstraZeneca on the tape Monday morning. Q2 results were mixed, with oncology drug sales light, and company just reaffirmed FY guidance. Regulatory calendar this week highlighted by back to back FDA Adcoms in Biotech. Briefing materials were published Monday morning for Capricor Therapeutics. FDA tone remains negative on efficacy, benefit-risk assessment. Macro Risk sentiment bolstered by pause in kinetic hostilities in the Middle East. Followed some of the dampened traction/hope last week surrounding the escalate to de-escalate narrative. However, still a lot skepticism when it comes to sustainable diplomatic offramps. Oil selloff and lower yield backdrop supportive of the broadening out trade, with select consumer groups, pockets of cyclicals among best performers. Semis under pressure again despite continued support for the AI compute/capex narrative. However, latest headlines \also played into some concerns surrounding circular financing and China competition. Former followed another ramp in scrutiny surrounding elevated hyperscaler capex sustainability. Pretty quiet elsewhere ahead of a big macro and micro week. FOMC the macro highlight on Wednesday with latest flurry of previews highlighting expectations for a hawkish hold. Roughly 35% of S&P market cap reports this week, including four of the Mag 7 names. Notable Gainers +46.6% GOSS (Gossamer Bio): strategic and regulatory updates in PAH +39.6% FBRX (Forte Biosciences): acquired by ARGX for $2.2B in cash +18.3% TRAX (First Tracks Biotherapeutics Inc): sympathy to FBRX; best performer on XBI +15.8% OMER (Omeros): sympathy to AZN trial results +8.0% ZBIO (Zenas BioPharma): second-best performer on XBI +7.7% HIMS (Hims & Hers Health): follow-through, shares down (15%) last week +5.7% ISRG (Intuitive Surgical): risk-on trade, Medical devices rebound; best performer on XLV +5.0% MMED (MiniMed Group): risk-on trade, Medical devices rebound +4.4% VEEV (Veeva Systems): risk-on trade; second-best on XLV +4.4% THC (Tenet Healthcare): on average volume; shares up +20% last week +4.2% BAX (Baxter International): risk-on trade, Medical equipment rebound +4.0% RMD (ResMed): risk-on trade, Medical devices rebound; smpathy to PHG +3.9% RYTM (Rhythm Pharmaceuticals): initiation +2.8% BSX (Boston Scientific): risk-on trade, Medical devices rebound +2.6% DXCM (Dexcom): risk-on trade, Medical devices rebound Notable Decliners -72.9% MPLT (MapLight Therapeutics): trial results in schizophrenia; worst performer on XBI -64.5% CAPR (Capricor Therapeutics): FDA publishes briefing documents ahead of Wed Adcom -24.2% OTLK (Outlook Therapeutics): follow-through; upgraded at BTIG -13.3% LEGN (Legend Biotech): CEO steps dowped down effective 24-Jul -12.4% SCTX (Scribe Therapeutics, Inc.): day two biotech IPO -11.0% REPL (Replimune Group): sympathy to CAPR; ahead of briefing docs tomorrow / Adcom Thursday -5.8% ACHC (Acadia Healthcare): on above average volume -5.3% ASTH (Astrana Health): on below average volume -4.4% CORT (Corcept Therapeutics): downgraded at Wolfe Research -4.4% PHG (Koninklijke Philips): earnings (early release) -4.1% TWST (Twist Bioscience): on below average volume -2.2% RVTY (Revvity): worst performer on XLV -2.1% HUM (Humana): rotation, MCO unwind AstraZeneca slightly higher following Q2 print AZN reports Q2 core EPS $2.63 vs consensus $2.48 on revenue $15.38B vs consensus $15.39B. Maintains FY26 financial guidance. Quick take: A few analysts point out that while there were no updates on key H2 catalysts (namely AVANZAR and SERENA-4) it was confirmed that there should be no delays there. DNB Carnegie says pipeline momentum in the coming 18 months looks strong, including those two key oncology read-outs - both having a sales potential >$5B. Overall, the Q2 results and guidance reiteration mean limited changes to consensus forecasts at this stage. Koninklijke Philips lower on Q2 print; focus on tariff refund PHIA.NA (PHG) results were scheduled for Tuesday morning, but were released early on Monday afternoon. Q2 EPS €0.49 ex-items vs consensus €0.33 on revenue €4.36B vs €4.31B. Raises FY26 EBITDA marginby 100bps to reflect tariff refund benefit. ADRs subsequently halted lower on the NYSE, and resumed lower. Guardant Health lower following Freenome's FDA clearance FRNM FDA approved PMA for SimpleScreen CRC. Decision date 24-Jul-2026. Freenome announces it will received $100M milestone payment from Abbott (ABT) under their existing commercial agreement. (GH) SMID-cap Biotech headlines FBRX acquired by ARGX.BB (ARGX) for $77/shr in cash, or total equity value of $2.2B. CAPR FDA publishes briefing materials ahead of Wednesday's Adcom for deramiocel for CM in DMD Reviewers reiterate the negative stance from the prior CRL - the benefit-risk assessment appears unfavorable in the absence of evidence of effectiveness. Panel to vote on the evidence from Study HOPE-3. LEGN disclosed that CEO Ying Huang stepped down effective 24-July. Aan Bash named interim CEO and the company has begun a comprehensive search process for a permanent successor. SRPT announced that Michael Severino has been appointed CEO effective 28-Jul. Previous CEO at Tessera Therapeutics, and a former exec at AbbVie. The retirement of Doug Ingram was announced in February 2026. FDA approved first NDSRI for treatment of ADHD in adults and children 4578.JP FDA approved first NDSRI, Otsuka's SIMTRIYO (centanafadine), for the treatment of ADHD in adults and pediatric patients. Otsuka expects SIMTRIYO will be available later this year following scheduling by the U.S. DEA. (SUPN) Notable research in Healthcare today Biotech: CAPR downgraded to neutral from buy at B Riley Securities (Madison El-Saadi), target cut to $10 from $63 or approx. 56% upside. CORT downgraded to underperform from peer perform at Wolfe Research (Kalpit Patel) OTLK upgraded to buy from neutral at BTIG (Julian Harrison) notes positive labeling outcome with today's FDA approval of Lytenava, target is $4 or approx. 184% upside. CMPS initiated equal weight at Wells Fargo Securities (Benjamin Burnett), target is $13 or approx. % upside. DFTX initiated overweight at Wells Fargo Securities (Benjamin Burnett), target is $68 or approx. 58% upside. GHRS initiated overweight at Wells Fargo Securities (Benjamin Burnett), target is $44 or approx. 61% upside. HELP initiated overweight at Wells Fargo Securities (Benjamin Burnett), target is $16 or approx. 110% upside. MDGL initiated overweight at Wells Fargo Securities (Sadia Rahman), target is $685 or approx. 26% upside. PLYX initiated buy at Lucid Capital Markets (Dev Prasad), target is $7 or approx. 241% upside. PMN initiated buy at Chardan Capital (Keay Nakae), target is $20 or approx. 64% upside. RYTM initiated overweight at JPMorgan (Priyanka Grover), target is $145 or approx. 42% upside. SMMT transferred buy at Clear Street, rating and $31 PT unchanged. Analyst is Mara Goldstein. MedTech: PROF upgraded to strong buy from outperform at Raymond James (Michael Freeman), target remains $11 or approx. 41% upside. COCH initiated buy at Lucid Capital Markets (Alex Nowak), target is $2 or approx. 203% upside. Post-close news Corporate: BSX discloses via 8-K a new global restructuring plan, to initiate in 2026 and complete by the end of 2029. Company expects a substantial amount of the savings to be reinvested in strategic growth initiatives. Shares trading (0.7%) in the after-hours Earnings: UHS reports Q2 adj EBITDA $677.9M vs StreetAccount $681.2M, EPS $5.98, on revenue $4.64B vs FS $4.58B. Lowers FY26 adj EBITDA outlook by $51.5M, raises revenue by $28.5M, and lowers EPS by $0.615 - all at the midpoints Conference call tomorrow at 9:00ET Shares trading (3.5%) in the after-hours On Deck: Earnings tomorrow: before GSK (call at 9:00ET), IQV (call at 9:00ET), CNC (call at 8:30ET), INCY (call at 8:00ET), ALKS (call at 8:00ET), RGEN (call at 8:00ET) after CHE (call Wed at 10:00ET), ACHC (call Wed at 9:00ET) Earnings on Wed 29-Jul: before BSX (call at 8:00ET), HUM (call at 8:00ET), TEVA (call at 8:00ET), BIIB (call at 8:30ET), GEHC (call at 8:30ET), IONS (call at 8:30ET), AVTR (call at 8:00ET), BLCO (call at 8:00ET), OPCH (call at 8:30ET) after ICLR (call Thu at 8:00ET), ALGN (call at 16:30ET), CORT (call at 17:00ET), GKOS (call at 16:30ET), VKTX (call at 16:30ET), WAY (call at 16:30ET), ADPT (call at 16:30ET) Conference BTIG Biotechnology Conference (Jul 28-29) Regulatory FDA briefing documents ahead of Thu Adcom (REPL) on Wed 29-Jul: FDA Adcom: CTGTAC to review CAPR deramiocel BLA for CM in DMD on Thu 30-Jul: FDA Adcom: CTGTAC to review REPL vusolimogene oderparepvec (RP1) for advanced melanoma This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 4578.JP, ABT, ACHC, ADPT, ALGN, ALKS, ARGX.BB, ASTH, AVTR, AZN, BAX, BIIB, BLCO, BSX, CAPR, CHE, CMPS, CNC, COCH, CORT, DFTX, DXCM, FBRX, FRNM, GEHC, GH, GHRS, GKOS, GOSS, GSK, HELP, HIMS, HUM, ICLR, INCY, IONS, IQV, ISRG, LEGN, MDGL, MMED, MPLT, OMER, OPCH, OTLK, PHG, PHIA.NA, PLYX, PMN, PROF, REPL, RGEN, RMD, RVTY, RYTM, SCTX, SMMT, SRPT, SUPN, TEVA, THC, TRAX, TWST, UHS, VEEV, VKTX, WAY, ZBIO...(more)	show story hide story
27-Jul-2026 11:52	^OPTIONS StreetAccount Summary - U.S. Unusual Option Volume: VIX +2.8% to 19.10; S&P 500 (0.2%) to 7,400.59 StreetAccount reports options activity showing unusual volume compared to the 30-day average. The list excludes companies that have reported earnings since the prior trading day's close. 2,175% - QGEN (Qiagen $41.63, +0.6%) -- 30,345 contracts vs avg 1,395 - P/C ratio: 0.00 1,620% - FBRX (Forte Biosciences $76.43, +39.5%) -- 2,831 contracts vs avg 175 - P/C ratio: 59.23 - following news of being acquired by argenx for $77/sh in cash 1,325% - WKC (World Kinect $38.70, +1.5%) -- 1,531 contracts vs avg 116 - P/C ratio: 6.02 - after Friday's earnings move 1,240% - LVWR (LiveWire Group $2.68, +83.2%) -- 5,995 contracts vs avg 484 - P/C ratio: 0.45 - after Thursday's earnings move 576% - DOX (Amdocs $53.68, +3.0%) -- 2,174 contracts vs avg 377 - P/C ratio: 16.39 - continuation of Friday's volume 471% - BKR (Baker Hughes $60.60, +5.9%) -- 13,536 contracts vs avg 2,874 - P/C ratio: 4.08 - follows earnings yesterday 440% - PTEN (Patterson-UTI Energy $9.66, -5.3%) -- 5,904 contracts vs avg 1,343 - P/C ratio: 43.39 - to report earnings after market Jul-29 434% - BRSL (Brightstar Lottery $10.65, +2.3%) -- 631 contracts vs avg 145 - P/C ratio: 0.02 - to report earnings before market Aug-04 410% - CAPR (Capricor Therapeutics $6.43, -67.4%) -- 18,424 contracts vs avg 4,494 - P/C ratio: 1.78 - after FDA releases briefing docs for 29-Jul meeting on deramiocel BLA; conclusions note benefit-risk assessment appears unfavorable 356% - CPSH (CPS Technologies $3.97, -10.6%) -- 5,289 contracts vs avg 1,487 - P/C ratio: 0.01 340% - NMM (Navios Maritime Partners $77.73, -1.7%) -- 1,435 contracts vs avg 422 - P/C ratio: 28.29 308% - CRH (CRH plc $101.52, +1.7%) -- 4,729 contracts vs avg 1,534 - P/C ratio: 1.06 - to report earnings before market Jul-30 307% - GLOB (Globant $33.20, +6.1%) -- 2,596 contracts vs avg 846 - P/C ratio: 0.02 273% - JBS (JBS NV $13.31, +8.3%) -- 2,179 contracts vs avg 798 - P/C ratio: 0.70 - follows reports US to resume importations of beef from Mexico; BMO sees as positive for beef packer margins 255% - MTDR (Matador Resources $49.02, -3.5%) -- 2,123 contracts vs avg 833 - P/C ratio: 0.01 - after announcing Delaware Basin acquisitions and Woodford exploration well results Thursday 253% - WAB (Wabtec $294.94, -2.5%) -- 293 contracts vs avg 116 - P/C ratio: 0.64 246% - EVTL (Vertical Aerospace $1.37, -0.7%) -- 1,398 contracts vs avg 568 - P/C ratio: 0.09 - following signing an MOU to explore eVTOL air mobility at Pinheirinho; terms undisclosed 245% - RSI (Rush Street Interactive $31.87, +1.4%) -- 6,077 contracts vs avg 2,480 - P/C ratio: 137.11 - to report earnings after market Jul-29 222% - BETA (BETA Technologies, Inc. $17.62, -3.2%) -- 2,416 contracts vs avg 1,087 - P/C ratio: 14.59 222% - SKYT (Skywater Technology $31.26, +2.1%) -- 660 contracts vs avg 297 - P/C ratio: 0.05 218% - AES (AES Corp. $14.85, +0.0%) -- 7,119 contracts vs avg 3,269 - P/C ratio: 2.47 - to report earnings after market Jul-30 (unconfirmed) 211% - UNP (Union Pacific $302.25, -1.7%) -- 11,681 contracts vs avg 5,541 - P/C ratio: 0.07 - follows Thursday's earnings move 206% - LEGN (Legend Biotech $18.90, -14.9%) -- 2,125 contracts vs avg 1,033 - P/C ratio: 0.49 - after CEO announces departure today 199% - OI (O-I Glass $9.38, +3.2%) -- 5,196 contracts vs avg 2,613 - P/C ratio: 0.03 - to report earnings after market Jul-28 196% - TCOM (Trip.com Group $44.88, +2.8%) -- 13,490 contracts vs avg 6,891 - P/C ratio: 2.07; scheduled Business Update Call event Jul-27 185% - WBD (Warner Bros. Discovery $25.65, -0.5%) -- 195,673 contracts vs avg 105,811 - P/C ratio: 1.91 - follows yesterday's downgrade at Seaport Research Partners 185% - DBX (Dropbox $30.73, +5.3%) -- 2,302 contracts vs avg 1,247 - P/C ratio: 0.03 182% - TME (Tencent Music Entertainment Group $9.40, +6.1%) -- 3,490 contracts vs avg 1,919 - P/C ratio: 0.20 180% - IQV (IQVIA Holdings $211.68, +1.7%) -- 1,643 contracts vs avg 913 - P/C ratio: 0.27 - to report earnings before market Jul-28 169% - MXL (MaxLinear $63.21, -11.7%) -- 12,125 contracts vs avg 7,162 - P/C ratio: 0.85 - with semis broadly weaker after reversing pre-open gains amid reports on NVDA's OpenAI backstop and circularity concerns, China DUV manufacturing progress Click here to view / receive alerts for Unusual Options Volume Related: AES, BETA, BKR, BRSL, CAPR, CPSH, CRH, DBX, DOX, EVTL, FBRX, GLOB, IQV, JBS, LEGN, LVWR, MTDR, MXL, NMM, OI, PTEN, QGEN, RSI, SKYT, TCOM, TME, UNP, WAB, WBD, WKC...(more)	show story hide story
27-Jul-2026 08:50	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Relatively quiet weekend for sector newsflow, with Monday morning M&A returning to Biotech group. Argenx paying $2.2B to acquire Forte Biosciences. Shares of FBRX +40% in the pre-market. Earnings calendar this week ramps significantly, but slowly with only AstraZeneca on the tape Monday morning. Q2 results were mixed, with oncology drug sales light, and company just reaffirmed FY guidance. ADRs for AZN up +1% in the pre-market. Regulatory calendar this week highlighted by back to back FDA Adcoms in Biotech. Briefing materials were published Monday morning for Capricor Therapeutics. Shares of CAPR down (60%) as FDA tone remains negative on efficacy, benefit-risk assessment. Macro S&P futures are up +0.9% on Monday morning. Oil down, yields down, stocks up. Market supported by recent pause in hostilities in the Middle East. Headlines have highlighted some semblance of traction behind Omani-led diplomacy efforts, along with US concerns about the effectiveness of additional bombing around the SoH and dwindling munitions. AI also in the headlines with reports about a NVDA backstop for an OpenAI data center lease supportive of both the compute/capex demand and circularity scrutiny narratives. Also more discussion about corporate push to rein in AI costs, including via increased use of open-source models. Memory another big story amid the 466% surge in China's CXMT following its IPO and the push by AAPL (and pushback by MU) for White House approval to utilize China chips. Weekend headlines also continued to focus on the heightened uncertainty surrounding the Fed into this week's policy decision. Pre-market trading update Trading higher +39.6% FBRX acquired by ARGX for $2.2B in cash +26.1% GOSS microcap biotech; strategic and regulatory updates in PAH +13.4% OMER +7.6% FRNM FDA approves PMA for SimpleScreen CRC +7.0% SRPT appoints new CEO +5.7% LQDA shares were +8% last week +2.5% KURA trial results in ccRCC +2.0% GH read-across from FRNM (low volume) +1.8% OTLK follow-through; upgraded at BTIG +1.1% AZN earnings +0.9% ABT commerical partner with FRNM Trading lower -60.9% CAPR FDA publishes briefing documents ahead of Wed Adcom -6.6% LEGN CEO steps dowped down effective 24-Jul -4.2% CORT downgraded at Wolfe Research Pharma Earnings: AZN reports Q2 core EPS $2.63 vs consensus $2.48 on revenue $15.38B vs consensus $15.39B. Maintains FY26 financial guidance. Conf. call at 6:45ET Quick take: A few analysts point out that while there were no updates on key H2 catalysts (namely AVANZAR and SERENA-4) it was confirmed that there should be no delays there. DNB Carnegie says pipeline momentum in the coming 18 months looks strong, including those two key oncology read-outs - both having a sales potential >$5B. Overall, the Q2 results and guidance reiteration mean limited changes to consensus forecasts at this stage. Regulatory: 4578.JP FDA approved first NDSRI, Otsuka's SIMTRIYO (centanafadine), for the treatment of ADHD in adults and pediatric patients. Otsuka expects SIMTRIYO will be available later this year following scheduling by the U.S. DEA. (SUPN) Biotech M&A: FBRX acquired by ARGX.BB (ARGX) for $77/shr in cash, or total equity value of $2.2B. Conf. call at 8:00ET Regulatory: CAPR FDA publishes briefing materials ahead of Wednesday's Adcom for deramiocel for CM in DMD Reviewers reiterate the negative stance from the prior CRL - the benefit-risk assessment appears unfavorable in the absence of evidence of effectiveness. Panel to vote on the evidence from Study HOPE-3. Corporate: LEGN disclosed that CEO Ying Huang stepped down effective 24-July. Aan Bash named interim CEO and the company has begun a comprehensive search process for a permanent successor. SRPT announced that Michael Severino has been appointed CEO effective 28-Jul. Previous CEO at Tessera Therapeutics, and a former exec at AbbVie. The retirement of Doug Ingram was announced in February 2026. Research: OTLK upgraded to buy from neutral at BTIG (Julian Harrison) notes positive labeling outcome with today's FDA approval of Lytenava, target is $4 or approx. 184% upside. CORT downgraded to underperform from peer perform at Wolfe Research (Kalpit Patel) CMPS initiated equal weight at Wells Fargo Securities (Benjamin Burnett), target is $13 or approx. % upside. DFTX initiated overweight at Wells Fargo Securities (Benjamin Burnett), target is $68 or approx. 58% upside. GHRS initiated overweight at Wells Fargo Securities (Benjamin Burnett), target is $44 or approx. 61% upside. HELP initiated overweight at Wells Fargo Securities (Benjamin Burnett), target is $16 or approx. 110% upside. MDGL initiated overweight at Wells Fargo Securities (Sadia Rahman), target is $685 or approx. 26% upside. PLYX initiated buy at Lucid Capital Markets (Dev Prasad), target is $7 or approx. 241% upside. PMN initiated buy at Chardan Capital (Keay Nakae), target is $20 or approx. 64% upside. RYTM initiated overweight at JPMorgan (Priyanka Grover), target is $145 or approx. 42% upside. SMMT transferred buy at Clear Street, rating and $31 PT unchanged. Analyst is Mara Goldstein. Life Science & MedTech Regulatory: FRNM FDA approved PMA for SimpleScreen CRC. Decision date 24-Jul-2026. Freenome announces it will received $100M milestone payment from Abbott (ABT) under their existing commercial agreement. (GH) Research: COCH initiated buy at Lucid Capital Markets (Alex Nowak), target is $2 or approx. 203% upside. On Deck: Earnings after the close today UHS (call on Tue at 9:00ET) Earnings on Tue 28-Jul: before GSK, IQV, CNC, INCY, ALKS,RGEN after CHE, ACHC Regulatory on Tue 28-Jul: FDA briefing documents ahead of Wed Adcom (REPL) on Wed 29-Jul: FDA Adcom: CTGTAC to review CAPR deramiocel BLA for CM in DMD Conference on Tue 28-Jul: BTIG Biotechnology Conference (Jul 28-29) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 4578.JP, ABT, ACHC, ALKS, ARGX.BB, AZN, CAPR, CHE, CMPS, CNC, COCH, CORT, DFTX, FBRX, FRNM, GH, GHRS, GOSS, GSK, HELP, INCY, IQV, KURA, LEGN, LQDA, MDGL, OMER, OTLK, PLYX, PMN, REPL, RGEN, RYTM, SMMT, SRPT, SUPN, UHS...(more)	show story hide story

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