StreetAccount

Quest Diagnostics (DGX) Full SA coverage

Description Website Subsidiaries Edgar Filings Sector: Healthcare Industry: Healthcare Services & Facilities Market Cap (USD): 27.83 B

Earnings Profile

Last Earnings Call Transcript
Q3 2026 - 22-Oct-26

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

Earnings Central

FactSet Consensus	Current Q4 (Dec)	Next Q1 (Mar)	Current Year	Next Year
EPS	$2.68	$2.70	$11.31	$11.98
Revenue	$3.04B	$3.03B	$12.08B	$12.63B

Portfolios Manage

DGX does not appear in any portfolios.

Today's Move

Themes

Price ($)	% Chg	% 30 Day ADV	Options: Impl Move
251.82	0.0%		5.3%

Avg Tgt: $258.29	20 est.

Labs/testing

	Ticker	Fullname	Price Change
	LH	Labcorp Holdings	0.0
	DGX	Quest Diagnostics	0.0

Upcoming Events

No Future Events Found

Company News Date Range: 100 Days

Filtered by: All

Records Returned: 59
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30-Oct-2026 10:03	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (233 total) 52-Week Highs: 133 total; due to the volume, we are only displaying those with market cap >$60B ABBV (AbbVie $296.60, +5.80) +2.0%; 52-week +31.7% AJG (Arthur J. Gallagher $272.80, +4.60) +1.7%; 52-week +4.1% AMGN (Amgen $473.00, +12.30) +2.7%; 52-week +62.1% APD (Air Products $312.00, +0.20) +0.1%; 52-week +25.6% CB (Chubb Ltd. $366.10, +3.80) +1.1%; 52-week +31.7% CNQ (Canadian Natural Resources $55.90, +0.80) +1.5%; 52-week +74.0% COP (ConocoPhillips $152.70, +2.70) +1.8%; 52-week +73.4% CVX (Chevron $235.70, +4.20) +1.8%; 52-week +52.0% EOG (EOG Resources $165.40, +3.20) +2.0%; 52-week +56.0% FAST (Fastenal $52.60, -0.00) +0.1%; 52-week +28.0% GILD (Gilead Sciences $171.90, +6.30) +3.8%; 52-week +45.1% JNJ (Johnson & Johnson $278.50, +3.30) +1.2%; 52-week +49.2% LLY (Eli Lilly $1428.20, +54.50) +4.0%; 52-week +75.6% LNG (Cheniere Energy $328.40, +9.50) +3.0%; 52-week +55.6% MA (MasterCard $637.30, +1.60) +0.2%; 52-week +14.9% MO (Altria Group $78.20, +1.40) +1.8%; 52-week +26.1% MRSH (Marsh $200.60, +3.60) +1.8%; 52-week +11.5% MSI (Motorola Solutions $492.30, +0.30) +0.1%; 52-week +13.9% PFE (Pfizer $30.40, +0.40) +1.3%; 52-week +24.9% PM (Philip Morris International $211.10, +2.60) +1.2%; 52-week +43.8% REGN (Regeneron $918.90, +100.10) +12.2%; 52-week +40.7% RSG (Republic Services $243.60, +7.30) +3.1%; 52-week +15.7% SHEL (Shell Plc $109.30, +1.60) +1.5%; 52-week +44.6% TAK (Takeda Pharmaceutical $20.90, +0.90) +4.6%; 52-week +52.0% TRGP (Targa Resources $315.50, +3.10) +1.0%; 52-week +108.4% TTE (TotalEnergies $95.60, +1.50) +1.6%; 52-week +53.1% URI (United Rentals $1188.90, -9.80) -0.8%; 52-week +36.5% V (Visa $413.20, +2.60) +0.6%; 52-week +21.1% VRTX (Vertex Pharmaceuticals $558.80, +18.80) +3.5%; 52-week +33.9% XOM (Exxonmobil Holdings $188.00, +4.80) +2.6%; 52-week +61.5% 52-Week Lows: 100 total; due to the volume, we are only displaying those with market cap >$2B ALNY (Alnylam Pharmaceuticals $178.50, +4.50) +2.6%; 52-week -62.9% APP (AppLovin $240.80, -14.10) -5.5%; 52-week -61.9% BBAR (BBVA Argentina $11.70, -0.30) -2.3%; 52-week -24.8% BBD (Banco Bradesco $2.60, -0.10) -2.5%; 52-week -27.1% BBDO (Banco Bradesco $2.40, -0.10) -3.0%; 52-week -20.3% BFAM (Bright Horizons Family Solutions $62.00, -5.00) -7.4%; 52-week -33.1% BIDU (Baidu $77.20, -1.50) -1.9%; 52-week -39.5% BSBR (Banco Santander (Brasil) $4.40, -0.10) -3.2%; 52-week -20.8% CCJ (Cameco $74.40, -9.10) -10.9%; 52-week -30.3% CDE (Coeur Mining $13.10, -0.90) -6.4%; 52-week -28.0% CIFR (Cipher Mining $7.60, -0.50) -6.0%; 52-week -61.1% COIN (Coinbase $143.50, -17.10) -10.6%; 52-week -58.8% FIGR (Figure Technology Solutions $22.80, -0.80) -3.3%; 52-week -46.4% GDS (GDS Holdings $22.30, -0.90) -3.9%; 52-week -41.0% GGAL (Grupo Financiero Galicia $33.00, -0.70) -2.2%; 52-week -40.1% ICL (ICL Group $4.60, -0.00) +0.1%; 52-week -30.2% IEP (Icahn Enterprises $5.20, -0.10) -1.9%; 52-week -36.3% KC (Kingsoft Cloud Holdings CNY7.90, -0.20) -3.0%; 52-week -40.3% KGC (Kinross Gold $20.20, -1.40) -6.3%; 52-week -12.4% MARA (MARA Holdings $6.60, -0.60) -7.8%; 52-week -65.0% NIO (NIO Inc $3.30, -0.10) -2.1%; 52-week -54.5% OKLO (Oklo, Inc. $25.00, -1.80) -6.6%; 52-week -82.5% QBTS (D-Wave Quantum $10.90, -0.70) -5.8%; 52-week -68.2% RDDT (Reddit $98.10, -31.50) -24.3%; 52-week -53.5% SPXC (SPX Technologies $160.50, -6.80) -4.0%; 52-week -19.7% SYM (Symbotic $36.50, -0.90) -2.3%; 52-week -53.0% TBBK (The Bancorp $46.90, -3.60) -7.2%; 52-week -39.6% TTWO (Take-Two Interactive $191.40, -2.00) -1.0%; 52-week -24.0% VALE (Vale $11.50, +0.30) +2.5%; 52-week -3.1% XPEV (XPeng, Inc. $9.10, -0.10) -1.2%; 52-week -60.9% # highs/lows by sector (233 in total) Commercial Services - 4 highs, 6 lows Communications - 2 highs, 1 lows Consumer Durables - 5 highs, 4 lows Consumer Non-Durables - 6 highs, 1 lows Consumer Services - 4 highs, 2 lows Distribution Services - 3 highs, 2 lows Electronic Technology - 1 highs, 5 lows Energy Minerals - 9 highs, 2 lows Finance - 29 highs, 26 lows Health Services - 5 highs, 0 lows Health Technology - 25 highs, 8 lows Industrial Services - 5 highs, 2 lows Miscellaneous - 1 highs, 1 lows Non-Energy Minerals - 2 highs, 9 lows Process Industries - 4 highs, 3 lows Producer Manufacturing - 5 highs, 8 lows Retail Trade - 4 highs, 0 lows Technology Services - 12 highs, 16 lows Transportation - 2 highs, 0 lows Utilities - 5 highs, 4 lows Related: AAPG, ABBV, ABM, ABOS, ABR, ACCO, ADUS, AFG, AFYA, AJG, ALLE, ALNY, ALRM, AMGN, AMRX, APA, APD, APP, ARHS, ARI, ATEC, AVBH, AWK, BBAR, BBD, BBDO, BCAX, BDL, BFAM, BHC, BIDU, BJ, BKH, BKKT, BKSC, BOX, BRSP, BSBR, BWFG, CACI, CAH, CB, CBC, CBRL, CCJ, CDE, CDNA, CEPU, CHD, CHMG, CHT, CIFR, CLAR, CLMB, CNQ, COFS, COIN, CON, COP, COUR, CRMD, CROX, CVEO, CVX, CYD, CZFS, CZNC, DEFT, DFIN, DGX, DJT, DMLP, ED, EDN, EHC, ELVR, EOG, ETOR, EVAC, EXEL, EXPO, FAST, FBIZ, FDBC, FIGR, FMBM, FPI, FRAF, GDS, GDYN, GEMI, GGAL, GIBO, GILD, GKOS, GSBC, HALO, HDSN, HLP, HTLM, ICL, IEP, IMXI, INBC, INTR, IOSP, IQMX, JMIA, JNJ, KC, KDP, KGC, KMTS, KNSA, KNTK, KTHN, LAES, LAND, LFST, LLY, LNG, LODE, LOT, LSBK, LTC, MA, MARA, MBLY, MEOH, MHK, MO, MORN, MPT, MRSH, MSI, NBP, NCMI, NIO, NLOP, NNE, NOAH, NPKI, NUCL, OGN, OI, OKLO, OPEN, ORGO, OSPN, OSW, OTLY, OXSQ, PAX, PDLB, PDYN, PFE, PLG, PLGO, PLTK, PM, PONY, PR, PUSA, QBTS, QFIN, QLYS, RAMP, RDDT, REGN, REPL, RIGL, ROP, RPRX, RR, RRBI, RS, RSG, RSI, RZLV, SAIC, SBH, SCL, SHEL, SID, SKYX, SN, SOC, SOUN, SPXC, STGW, STLE, STNG, SUPV, SWK, SYM, TAK, TBBK, TENB, TEVA, TGS, TGTX, TIGR, TLRY, TREX, TRGP, TRMD, TTC, TTE, TTWO, TV, TWI, URBN, URI, USAS, UTHR, V, VALE, VEON, VINP, VLTO, VNET, VRTX, VTRS, WCN, WEDX, WEST, WPP, WRN, WSM, WTRG, XOM, XPEV, XTND...(more)	show story hide story
29-Oct-2026 10:02	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (158 total) 52-Week Highs: 115 total; due to the volume, we are only displaying those with market cap >$15B ABBV (AbbVie $291.30, +5.30) +1.9%; 52-week +28.0% ALLE (Allegion $183.60, +2.90) +1.6%; 52-week +8.6% AMGN (Amgen $466.10, +14.30) +3.2%; 52-week +59.6% BNS (Bank of Nova Scotia $95.30, +0.80) +0.8%; 52-week +44.6% CRBG (Corebridge Financial $35.70, +0.40) +1.0%; 52-week +12.3% CRL (Charles River Laboratories $377.00, +3.00) +0.8%; 52-week +100.6% DGX (Quest Diagnostics $249.60, +4.00) +1.6%; 52-week +40.0% ED (Consolidated Edison $115.30, +1.20) +1.0%; 52-week +17.0% EMR (Emerson Electric $169.10, +1.40) +0.8%; 52-week +25.7% EXEL (Exelixis $67.10, +0.90) +1.3%; 52-week +67.5% GILD (Gilead Sciences $162.50, +3.30) +2.1%; 52-week +37.9% HST (Host Hotels & Resorts $25.70, +0.40) +1.6%; 52-week +57.4% LLY (Eli Lilly $1394.40, +106.10) +8.2%; 52-week +70.0% LNG (Cheniere Energy $310.90, +13.10) +4.4%; 52-week +43.9% MA (MasterCard $639.40, +29.10) +4.8%; 52-week +13.0% NDAQ (Nasdaq $107.10, +1.50) +1.4%; 52-week +21.7% PAA (Plains All American Pipeline $26.90, +0.30) +1.1%; 52-week +59.3% RPRX (Royalty Pharma $65.70, +0.90) +1.4%; 52-week +80.5% RS (Reliance $439.00, +1.80) +0.4%; 52-week +56.7% SN (SharkNinja $201.90, +3.80) +1.9%; 52-week +107.8% TD (Toronto-Dominion Bank $126.90, +0.50) +0.4%; 52-week +53.4% TRGP (Targa Resources $310.80, +4.90) +1.6%; 52-week +103.8% TTE (TotalEnergies $94.40, +1.50) +1.6%; 52-week +49.9% VTRS (Viatris $19.10, +0.30) +1.5%; 52-week +85.2% WST (West Pharmaceutical Services $424.20, +20.50) +5.1%; 52-week +49.6% 52-Week Lows: 43 total ALG (Alamo Group $143.60, -0.70) -0.5%; 52-week -21.3% ALKT (Alkami Technology $13.20, -2.30) -14.9%; 52-week -43.5% ALNY (Alnylam Pharmaceuticals $194.70, -37.70) -16.2%; 52-week -59.1% AMSF (Amerisafe $24.10, -1.20) -4.8%; 52-week -40.7% APP (AppLovin $259.70, -0.30) -0.1%; 52-week -58.6% BBD (Banco Bradesco $2.70, -0.10) -2.2%; 52-week -21.2% BBDO (Banco Bradesco $2.50, -0.10) -2.2%; 52-week -16.0% BDC (Belden $105.00, -1.70) -1.6%; 52-week -10.9% BILI (Bilibili $12.80, -0.10) -1.0%; 52-week -59.6% BNL (Broadstone Net Lease $16.90, -0.00) +0.1%; 52-week -8.8% CHRS (Coherus Oncology, Inc. $0.90, -0.30) -25.9%; 52-week -50.6% CHRW (C.H. Robinson Worldwide $125.80, -1.80) -1.4%; 52-week -1.8% CYH (Community Health Systems $2.20, -0.40) -16.6%; 52-week -46.1% DJT (Trump Media & Technology Group $5.90, -0.10) -1.3%; 52-week -63.6% DOYU (DouYu International Holdings $3.40, -0.30) -6.8%; 52-week -50.9% EDN (Edenor $17.10, -0.00) +0.3%; 52-week -39.4% FPI (Farmland Partners $8.90, -1.30) -12.5%; 52-week -13.9% GBFH (GBank Financial Holdings $14.10, -2.90) -17.2%; 52-week -63.3% GDEV (GDEV, Inc. $9.00, -0.90) -9.0%; 52-week -62.9% HDSN (Hudson Technologies $4.30, -1.00) -18.5%; 52-week -54.3% HLN (Haleon $8.60, -1.40) -13.8%; 52-week -5.5% ICL (ICL Group $4.60, -0.00) -0.4%; 52-week -30.1% KGC (Kinross Gold $21.80, -1.20) -5.1%; 52-week -5.5% LENZ (LENZ Therapeutics $3.30, +0.10) +1.7%; 52-week -89.4% LII (Lennox International $332.90, +0.30) +0.1%; 52-week -33.6% LOT (Lotus Technology $0.40, -0.00) -7.7%; 52-week -76.7% MGM (MGM Resorts $28.00, +0.70) +2.5%; 52-week -12.5% NFLX (Netflix $62.10, +0.10) +0.2%; 52-week -43.7% NMRK (Newmark Group $11.80, -0.30) -2.2%; 52-week -38.6% PACK (Ranpak Holdings $3.10, -0.70) -18.3%; 52-week -44.3% PUSA (Powerus Corp. $1.80, -0.00) -0.5%; 52-week -68.7% QBTS (D-Wave Quantum $11.60, -0.20) -1.7%; 52-week -63.8% RSI (Rush Street Interactive $14.80, -0.30) -1.9%; 52-week -20.7% SFM (Sprouts Farmers Market $50.10, -11.90) -19.1%; 52-week -53.1% TMS (Teamshares, Inc. $4.30, -0.30) -5.8%; 52-week -58.7% TUYA (Tuya, Inc. CNY1.70, -0.00) +3.1%; 52-week -28.3% TV (Grupo Televisa $2.10, -0.00) -1.2%; 52-week -22.0% TWI (Titan International $4.90, -1.70) -25.7%; 52-week -36.8% UBER (Uber Technologies $64.90, -0.40) -0.6%; 52-week -32.0% VALE (Vale $11.30, -0.10) -1.2%; 52-week -2.5% VNET (VNET Group $3.50, -0.20) -6.1%; 52-week -66.0% XNET (Xunlei $3.60, -0.10) -2.2%; 52-week -60.5% XTND (XTEND AI Robotics $1.70, -0.10) -4.0%; 52-week -79.9% # highs/lows by sector (158 in total) Commercial Services - 3 highs, 2 lows Communications - 1 highs, 1 lows Consumer Durables - 6 highs, 1 lows Consumer Non-Durables - 3 highs, 0 lows Consumer Services - 4 highs, 2 lows Distribution Services - 4 highs, 1 lows Electronic Technology - 1 highs, 2 lows Energy Minerals - 1 highs, 0 lows Finance - 46 highs, 8 lows Health Services - 7 highs, 1 lows Health Technology - 21 highs, 4 lows Industrial Services - 6 highs, 1 lows Miscellaneous - 2 highs, 0 lows Non-Energy Minerals - 1 highs, 2 lows Process Industries - 1 highs, 2 lows Producer Manufacturing - 0 highs, 4 lows Retail Trade - 0 highs, 1 lows Technology Services - 6 highs, 8 lows Transportation - 0 highs, 2 lows Utilities - 2 highs, 1 lows Related: ABBV, ABSI, ACU, ADT, ADUS, ALG, ALKT, ALLE, ALNY, ALRM, AMAL, AMG, AMGN, AMSF, APLE, APP, ARHS, AVBC, AVBH, BBD, BBDO, BDC, BFCC, BHB, BHC, BILI, BLCO, BNL, BNS, BSVN, BWFG, CATY, CBC, CBLL, CBNK, CBRL, CFFI, CHMG, CHRS, CHRW, CLAR, CLDT, CLMB, CON, CRBG, CRL, CROX, CUBI, CYH, DFIN, DGX, DIMC, DJT, DMLP, DOYU, DRH, EACO, ED, EDN, EG, EHC, EMR, EQH, EVAC, EXEL, FBIZ, FBLA, FET, FFMH, FIGS, FNLC, FPI, FRAF, FUNC, GBFH, GCT, GDEV, GILD, GKOS, GSBC, HALO, HBNC, HDSN, HLN, HNGE, HOG, HST, ICL, INFU, INN, IOSP, JAKK, KFII, KGC, KNSA, KNTK, LENZ, LII, LIND, LLY, LNG, LOT, LTH, MA, MD, MFGI, MGM, NDAQ, NFLX, NIQ, NMRK, NRC, OPRT, PAA, PACK, PAGP, PDLB, PDS, PEB, PNTG, PRCH, PRME, PUSA, PYPD, QBTS, RCBC, RCEL, REPL, RPRX, RS, RSI, SAIC, SBKO, SFM, SG, SHO, SIBN, SN, TD, TENB, TMS, TRGP, TTE, TUYA, TV, TWI, UBER, VALE, VEON, VIR, VNET, VRA, VTRS, WENN, WHF, WST, XNET, XTND...(more)	show story hide story
22-Oct-2026 17:16	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mostly higher on Thursday. Advancers beat decliners by nearly 4:1 on the XLV. Healthcare +1.33% vs S&P 500 (1.21%). Most major health groups ended higher by +1% to +3% on the average. 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. The DRG +1.91% higher including the slip by MRK; most drugmakers were higher +1% to +4% each. ABBV +0.1% another outlier following its phase 3 readout in Hidradenitis Suppurativa; results moved certain biotech competitors more - AVTX (39.2%) and MLTX +15.9%. BIIB +5.3% and MRNA bracketed the XLV. Shares of Moderna were in focus ahead of the details on the melanoma cancer vaccine at ESMO (presentation is Saturday). Data circulated showed an encouraging Hazard Ratio = 0.58. Several sell-side analysts said if true, the details supported intismeran in broader settings. Once confirmed, more bearish analysts came out for the debate. Earnings calendar ramped but was not a major factor today. A handful of reports overnight including first CRO and third MCO. MOH +0.8% unable to extend the MLR beat by the group, a narrow miss on consolidated MLR. European prints include Sartorius and Roche, both beat-and-affirmed, though stocks telling a different story today: SRT3.GR +4.8% and ROP.SW (flat). Diagnostic firm Qiagen confirmed earlier media reports that reached acquisition agreement with a group of investors led by EQT. Valuation as predicted, around €10.8B ($12.1B at current exchange rate). Yesterday, Healthcare equities were mixed to lower overall. 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. Earnings calendar snapped back to the forefront with several MedTech prints on the tape. Macro AI saw another round of sharp pressure with funding concerns seemingly back in play (more focus on CDS widening). While META came under scrutiny today, expectations that it would tap markets (potentially both equity and credit) to fund its capex ramp have been in play for a while. But today's dynamics also come against the positive fundamental AI compute/capex demand backdrop (some of today's other positive earnings themes include cyclical/industrial recovery, pricing power, solid consumer demand, though also more focus on input price pressure). However, tone today is more rotation than risk-off, with S&P breadth positive and equal-weight RSP outperforming by largest single-day margin since July 2024; defensives, rate-sensitive plays among the big beneficiaries. Reflexivity dynamic a key tailwind for Treasuries, with support also chalked up to CTA short covering and flight-to-quality from another big backup in French bond yields. Oil strength was the other big story today amid latest batch of headlines highlighting expectations for a renewed ramp in kinetic activity in the Middle East. Notable Gainers +25.0% BHVN (Biohaven): FDA accepts NDA resubmission with Q1 PDUFA +15.9% MLTX (MoonLake Immunotherapeutics): sympathy to ABBV +14.2% HCSG (Healthcare Services Group): follow-through, shares +17% WTD +13.0% NBTX (Nanobiotix): shares were +7% yesterday and +37% WTD +9.2% VSTM (Verastem): best performer on XBI; shares +16% WTD +6.5% CELC (Celcuity): initiation +5.3% BIIB (Biogen): best performer on XLV; shares +9% WTD; 52-week high +5.3% DVA (DaVita): second-best performer on XLV; shares remain (1%) WTD +4.8% STE (STERIS): on above average volume +4.7% SRT3.GR (Sartorius): earnings +4.5% COO (The Cooper Cos.): on below average volume +4.4% PODD (Insulet): on below average volume; shares +5% WTD +4.2% ZBH (Zimmer Biomet Holdings): on average daily volume +3.8% MDT (Medtronic): on very light volume +3.8% JNJ (Johnson & Johnson): on above average volume +3.8% CI (Cigna Group): on average volume; 52-week high +3.1% BMY (Bristol Myers Squibb): on above average volume Notable Decliners -39.2% AVTX (Avalo Therapeutics): sympathy to ABBV; worst performer on XBI -17.6% MRNA (Moderna): Embargo leak and lifted for INTerpath-001 data ahead of ESMO presentation on Saturday; worst performer on XLV, second-worst on XBI -9.3% NVAX (Novavax, Inc.): shares (11%) WTD -9.2% TWST (Twist Bioscience): sympathy to MRNA; shares remain +2% WTD -8.9% ZLAB (ZAI Lab): on heavy volume; Endpoints News report on Treasury and China biotech deals -8.7% AAPG (Ascentage Pharma): on heavy volume; Endpoints News report on Treasury and China biotech deals -7.7% TXG (10X Genomics): shares back to even WTD -5.8% TEM (Tempus AI): sympathy to MRNA -5.5% ALMR (Alamar Biosciences): shares remain +18% WTD -4.8% ILMN (Illumina): on below average volume; shares remain +3% WTD -3.1% ARCT (Arcturus Therapeutics): sympathy to MRNA -1.8% MRK (Merck): Embargo leak and lifted for INTerpath-001 data ahead of ESMO presentation on Saturday What to expect from the Moderna-Merck cancer vaccine data reveal - STAT News Topline results for intismeran (MRNA, MRK) in melanoma were announced in August 2026. STAT News' Adam Feuerstein discusses the main event Saturday at ESMO, 16:30 local / 10:30ET, when detailed results of the INTerpath-001 trial will be presented. Hazard ratio of 0.60, meaning a risk reduction of the RFS endpoint by 40%, is the focus for investors. The hazard ratio expected to foretell the opportunity in tumors beyond melanoma. Trading update following possible data leak of Moderna-Merck Unwind in Moderna also being seen across those leveraged to individualized neoantigen therapies. ESMO lifts embargo, releases data for INTerpath-001 In short, the actual data now being reported by ESMO and Merck (MRK) are the same data circulated earlier today from the Oncology Central website. STAT News released their formerly embargoed story, and stated: "The data were not bad - in fact, the outcome was better than many analysts had predicted. The problem was Moderna's fat valuation, which even a groundbreaking cancer treatment couldn't fully support. " Thu afternoon trading update: MRNA (22.5%), MRK (0.6%) Avalo Therapeutics trading lower in reaction to competitor readout AVTX trading (41.1%) on Thursday morning, in reaction to AbbVie (ABBV) phase 3 results (INTREPID) with lutikizumab in Hidradenitis Suppurativa. The study met its primary endpoint and 8 ranked secondary endpoints. See linked comment. Avalo's lead candidate abdakibart (AVTX-009) is planned to enter phase 3 in HS early next year. Sartorius AG higher following Q3 beat-and-affirm SRT3.GR reports Q3 EBITDA €279.9M vs consensus €268.9M on revenue €926.3M vs consensus €899.3M, and confirmed FY26 guidance for the group and the bioprocessing segment. Growth in the LP&S segment now expected around the upper end of its +4-6% guide. Molina Healthcare lower despite Q3 beat as guidance implies weaker Q4 MOH reported 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. Quick Take: Takeaways suggest Q3 EPS upside is not reflected in guidance, implying a weaker Q4 outlook than prior commentary and limited cushion for Medicaid MLR deterioration from Florida CMS impact. Q3 upside was also viewed as underwhelming, with the EPS beat attributed to lower-than-expected G&A. On the call, some seek color on elevated Medicaid cost trends, 1/1/27 rates, and the Florida CMS rollout. Medpace shares lag despite Q3 beat-and-raise MEDP reported 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. Shares of Roche lag; analysts point to low quality beat ROP.SW reported Q3 revenue CHF16.13B vs consensus CHF15.75B. Pharma segment mostly ahead of consensus, including Vabysmo narrow beat, while Tecentriq and Kadcyla fell short. Diagnostic segment sales slightly ahead. Quick take: Analysts were positive following the print, noting that revenue beat expectations, driven mainly by the Pharmaceuticals segment, while Diagnostics came in slightly ahead of consensus. Analysts note that the Pharma beat was attributable to timing effects from Japan's ERP system implementation, and Diagnostics was in line to slightly ahead of consensus despite continued China pricing reform headwinds. Analysts also flag that the company confirmed its outlook for the year, implying no material change to consensus and offering limited upside from the shares today, though some see the 7% constant currency growth acceleration and positioning toward the upper end of guidance ranges as warranting a modest positive reaction. However, analysts remain concerned about the phasing benefit and weakness in key franchises, suggesting limited visibility into top-line growth momentum through 2027. Quest Diagnostics latest victim of cybersecurity incident; Q3 print ahead of consensus DGX reported Q3 EPS $3.00 ex-items vs FactSet $2.87 on revenue $3.10B vs FS $3.05B. Raised FY EPS outlook by 10 cents, and revenue outlook by $85M at the midpoints. Company also disclosed via 8-K an October cybersecurity incident. Company does not see any material disruption to its operations. Quick take: Initial takeaways suggest expectations were high heading into the print, but commentary remains constructive on continued momentum, with upside attributed to sustained volume strength. Leerink notes the stock's direction may largely depend on PAMA commentary and its potential impact on FY27 estimates. Another IPO filing in biotech +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. Qiagen takeout confirmed as expected QGEN confirmed recent press reports, and announced an agreement to be acquired by Crown NL Bidco B.V. - a private equity led group of investors - for €46.50 per share in cash, or EV €10.8B ($12.1B at exchange rates). Supervisory and Managing Boards approved the Business Combination Agreement and support the transaction. Notable research in Healthcare today Biotech: IONS upgraded to outperform from market perform at BMO Capital Markets (David Lebowitz), target increased to $66 from $54 or approx. 49% upside. CADL initiated buy at Jefferies (Maury Raycroft), target is $25 or approx. 199% upside. CELC initiated overweight at Cantor Fitzgerald (Li Watsek), target is $140 or approx. 127% upside. ETRA initiated overweight at JPMorgan (Anupam Rama), target is $36 or approx. 298% upside. KARD initiated outperform at Baird (Jack Allen), target is $43 or approx. 235% upside. PBLS initiated buy at HC Wainwright (Robert Burns), target is $40 or approx. 44% upside. RNA initiated buy at Roth Capital (Boobalan Pachaiyappan), target is $15 or approx. 88% upside. Post-close news M&A: GILD announces 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. Shares of GILD trading unchanged in the after-hours Regulatory: AARD announces that FDA has lifted the clinical hold on ARD-101 for Prader-Willi Syndrome (PWS). Company to host conference call tomorrow at 8:00ET. Shares are halted for news Research: GH initiated buy at Roth Capital (Max Masucci), target is $200 or approx. 23% upside. NTRA initiated buy at Roth Capital (Max Masucci), target is $475 or approx. 18% upside. On Deck: Conferences (cont.) NAMS 2026 (Oct 20-24) (cont.) ASN 2026 (Kidney Week) (Oct 21-25) (cont.) EHDN Congress (Oct 22-24) LBAs for ESMO tonight at 18:05ET 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) Syndicate / IPO pricing tonight +LYCA Lycia Therapeutics - looking to raise $250M Corporate 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) (MRK) Peek Ahead to next week Oct 26 - Nov 1 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 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 StreetAccount Healthcare Reads HHS Was Caught With Erroneous Legal Citations (22-Oct) Washington Sun Top RFK Jr Adviser Calley Means Resigns in Blow to MAHA (22-Oct) Bloomberg Job-Based Health Plan Costs Rise, With Little Relief in Sight (22-Oct) KFF Health News Workers are paying 9% more for family health coverage this year, a higher jump than in the recent past (22-Oct) STAT News All-or-Nothing Biotech Bets Dented by Rising Treasury Yields (22-Oct) Bloomberg 'Go to Canada': Trump Touted Americans' Access to Cheaper Drugs. A New Rule Threatens It. (22-Oct) KFF Health News 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 This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: AAPG, AARD, ABBV, ALMR, ARCT, AVTX, BHVN, BIIB, BMY, BNTX, CADL, CELC, CI, COO, DGX, DVA, ETRA, GH, GILD, HCSG, ILMN, IONS, JNJ, KARD, LLY, MDT, MEDP, MLTX, MOH, MRK, MRNA, NBTX, NTRA, NVAX, PBLS, PCVX, PFE, PODD, QGEN, RNA, ROP.SW, SRT3.GR, STE, TEM, TNGX, TWST, TXG, VSTM, ZBH, ZLAB, +LYCA...(more)	show story hide story
22-Oct-2026 10:08	DGX Transcript Intelligence: Quest Diagnostics Q3 Earnings Guidance ($238.90 -$0.03) Guidance Summary (Call Time: 22-Oct-26 08:30 ET): Financial Full-year 2026 revenue guidance was raised to $12.065B-$12.105B, representing growth of 9.3%-9.7% and excluding any contribution from prospective M&A other than transactions already announced. Full-year 2026 reported EPS guidance was raised to $10.21-$10.31, and adjusted EPS guidance was raised to $11.25-$11.35. Full-year 2026 cash from operations is expected to be ~$1.9B, and capital expenditures are expected to be ~$550M. Full-year 2026 operating margin is expected to expand versus the prior year. Project Nova is expected to have a full-year 2026 EPS impact of $0.25, with ~70% of those expenses incurred in H2 of the year. Quest Diagnostics' 2026 share count is expected to be slightly below 2025, its adjusted effective tax rate is expected to be consistent with 2025, and its interest expense is expected to be lower than 2025. Project Nova investment is expected to ramp slightly in Q4 2026 versus Q3, with second-half 2026 Nova spending more tilted toward Q4. HICs are expected to have a 10-20 basis point impact in Q4 2026. PAMA is estimated to affect 2027 total company revenue by ~1%, and the cumulative impact for 2027-2029 is expected to be less than 1.3% of total revenues. Some of the anticipated 2027 PAMA headwind is intended to be offset. Excluding PAMA, pricing across Quest Diagnostics' third-party payer partners is expected to remain flat in 2027. Corewell and Fresenius are expected to contribute roughly 3% of additional revenue growth in 2026, and that contribution is not expected to be a growth factor in 2027 because the partnerships will be lapped in October 2026. Corewell and Fresenius are expected to improve margins in 2027. Additional Project Nova expenses are expected in 2027 versus 2026 as Quest Diagnostics invests toward launching Epic in its first lab by the end of 2027. Operating & Commercial Consumer health growth is expected to exceed 30% for full-year 2026. Quest Diagnostics remains on track to deliver 3% in annual cost savings and productivity improvements through its Invigorate program in full-year 2026. The acquisition of select outreach assets from a long-time Co-Lab customer is expected to close later in 2026. The full launch of Quest Diagnostics' Apple Health app lab-ordering service is expected later in 2026. Utilization in 2027 is expected to continue at current levels, with no reason to expect moderation. Quest Diagnostics' specialized nephrology commercial effort is expected to result in additional opportunities as 2027 begins. The Waters collaboration self-collection innovation is expected to be introduced to clinicians, health plans, and consumers of questhealth.com in 2027. Project Nova is on schedule to begin deploying Epic solutions in Quest Diagnostics' first lab in fall 2027. Market & External CBO is expected to score the RESULTS Act by mid-November 2026. Congress is being called on to enact the RESULTS Act by year-end 2026. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 10/22/2026 10:08:16 AM - Transcript Intelligence: Quest Diagnostics Q3 Earnings Themes 10/22/2026 10:07:35 AM - Transcript Intelligence: Quest Diagnostics Q3 Earnings Q&A 10/22/2026 06:51:56 AM - StreetAccount Metrics Recap - Quest Diagnostics Q3 Earnings 10/22/2026 06:50:27 AM - Quest Diagnostics reports Q3 EPS $3.00 ex-items vs FactSet $2.87 [13 est, $2.82-2.94] Reference Link: Transcript	show story hide story
22-Oct-2026 10:08	DGX Transcript Intelligence: Quest Diagnostics Q3 Earnings Themes ($238.90 -$0.03) Themes Summary (Call Time: 22-Oct-26 08:30 ET): Market & Business Dynamics: Underlying demand remained strong across physician, hospital, and consumer channels, with growth broad-based rather than concentrated in a single business line. Recent large relationships boosted volume growth but diluted revenue per requisition and margins, while those economics are beginning to improve as the partnerships mature. Consumer health is becoming a faster-growing and margin-accretive part of the business, supported by rising interest in prevention and wellness. Advanced diagnostics continues to benefit from growing demand in selected specialty areas, including cardiometabolic, hormone, and Alzheimer's-related testing, as blood-based testing expands earlier disease assessment. The company said ACA exchange disenrollment has had little overall effect on revenue so far because lower requisition volume has been partly offset by higher-acuity testing among remaining patients. Strategic Positioning: Quest is leaning into channels where it sees structurally higher growth, especially consumer health, hospital partnerships, kidney care, and advanced diagnostics. The company is using partnerships and outreach transactions to deepen hospital relationships and expand local access, reinforcing its position as a strategic lab partner rather than only a reference testing vendor. Quest is building a broader kidney care franchise beyond the Fresenius relationship by developing nephrology-focused capabilities and commercial coverage. Management continues to use automation and AI to offset cost pressure and improve quality, while keeping frontline capacity intact to support strong utilization. Project Nova has moved from design into build, signaling a longer-term effort to modernize provider and patient experience even as investment spending rises. What To Watch: Congressional action on the RESULTS Act and any year-end response to the 2027 PAMA rate-setting process could materially affect the size and timing of reimbursement pressure. The recently disclosed unauthorized access incident has not materially disrupted operations, but the investigation is still early and its eventual impact remains uncertain. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 10/22/2026 10:07:35 AM - Transcript Intelligence: Quest Diagnostics Q3 Earnings Q&A 10/22/2026 06:51:56 AM - StreetAccount Metrics Recap - Quest Diagnostics Q3 Earnings 10/22/2026 06:50:27 AM - Quest Diagnostics reports Q3 EPS $3.00 ex-items vs FactSet $2.87 [13 est, $2.82-2.94] Reference Link: Transcript	show story hide story
22-Oct-2026 10:07	DGX Transcript Intelligence: Quest Diagnostics Q3 Earnings Q&A ($238.11 -$0.82) Q&A Summary (Call Time: 22-Oct-26 08:30 ET): PAMA is still expected to reduce 2027 revenue by ~1%, but the company does not expect the full amount to hit earnings because it plans to offset part of it; the size of that offset will be given with Q4 guidance. The company is pushing for the RESULTS Act after CMS data again showed reporting was heavily skewed toward independent labs, but it would not assign a probability to either legislative relief or another delay of the cuts. For 2027, Corewell and Fresenius will stop providing the roughly 3% revenue growth benefit seen in 2026 once those partnerships are lapped, while utilization is expected to remain strong, pricing outside PAMA is expected to stay roughly flat, and margins from those partnerships should improve. Organic growth was described as broad-based rather than concentrated, with strength across physician, hospital reference, and consumer channels. Consumer testing is growing above 30% and carries margins above the company average, helped by direct-pay economics and higher tests per requisition. The Apple Health partnership was still in beta testing, with launch expected later in 2026, but the company said it was too early to forecast uptake or materiality. Recent margin improvement was driven by both volume leverage and Invigorate savings, with the cost program continuing to offset inflationary pressures rather than reflecting a new structural margin driver. ACA exchange disenrollment had only a minimal revenue effect in Q3 because lower requisition volume was largely offset by higher tests per requisition and a higher-acuity mix. The cybersecurity incident disclosed in the 8-K had not materially disrupted operations, and the company said it was too early to provide more detail on financial impact. Higher DSO was attributed mainly to business mix and fewer collection days, while bad debt and patient price concessions remained broadly stable. Nova spending is still expected to be weighted to H2 of 2026, with Q4 above Q3, and the company expects additional Nova investment in 2027 as it moves toward an Epic launch in its first lab by the end of 2027. The slowdown in revenue per requisition growth in Q3 was attributed to mix, especially more low-test-count hospital reference work and Cyclospora-related testing, not to weaker pricing. The company expects only a modest additional PAMA effect beyond 2027, but it is not yet providing a year-by-year breakdown for 2028 and 2029. Fresenius has opened a broader kidney-care opportunity by creating new nephrologist relationships, and the company has added a specialized sales effort to pursue that business into 2027. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 10/22/2026 06:51:56 AM - StreetAccount Metrics Recap - Quest Diagnostics Q3 Earnings 10/22/2026 06:50:27 AM - Quest Diagnostics reports Q3 EPS $3.00 ex-items vs FactSet $2.87 [13 est, $2.82-2.94] Reference Link: Transcript	show story hide story
22-Oct-2026 09:19	StreetAccount Summary - US Pre-market trading update S&P futures (74.3) to 7726, (0.95%) vs settlement. 10-year yield (9) bps to 5.03%. Dec WTI +$2.46 or +2.53% to $99.61. Trading Higher: *Market cap >$10B* +7.2% SPOT (Spotify Technology $563.33, +37.99) -- earnings +7.1% RTO (Rentokil Initial $22.53, +1.49) -- Q3 trading update; $200M share buyback program; CFO to retire for family health +5.1% LMT (Lockheed Martin $579.43, +27.92) -- earnings, new F-35 agreement In sympathy: NOC +1.6%, RTX +1.5% +5.1% ALLE (Allegion $167.06, +8.06) -- earnings +4.3% DOW (Dow, Inc. $31.68, +1.30) -- earnings In sympathy: ASH +2.8%, LYB +1.9% +3.6% CSX (CSX Corp $50.12, +1.72) -- earnings +2.8% KNX (Knight-Swift Transportation $64.97, +1.77) -- earnings +2.4% PANW (Palo Alto Networks $355.50, +8.25) +2.4% PG (Procter & Gamble $160.66, +3.82) -- earnings +2.0% NET (Cloudflare $313.42, +6.20) +2.0% NDAQ (Nasdaq $98.00, +1.88) -- earnings +1.9% CRWD (CrowdStrike $244.00, +4.66) +1.8% CSGP (CoStar Group $33.50, +0.60) +1.6% WMT (Walmart $119.70, +1.90) +1.6% CL (Colgate-Palmolive $94.94, +1.54) +1.6% MO (Altria Group $74.99, +1.16) +1.6% KO (Coca-Cola $94.15, +1.47) +1.5% PM (Philip Morris International $200.35, +2.89) +1.5% CCEP (Coca-Cola Europacific Partners $111.90, +1.61) +1.4% PEP (PepsiCo $136.56, +1.86) +1.4% CME (CME Group, Inc. $300.00, +4.21) -- JPMorgan upgrade +1.4% KR (Kroger $65.04, +0.91) +1.3% INTU (Intuit $339.90, +4.29) +1.3% GIS (General Mills $33.00, +0.43) +1.2% LLY (Eli Lilly $1,285.99, +15.24) *Market cap $1B-$10B* +36.3% BHVN (Biohaven $16.02, +4.27) -- NDA resubmission for Vyglxia (troriluzole) in SCA has been accepted for review In sympathy: QURE +5.8% +11.0% AVEX (AEVEX Corp. $10.75, +1.07) -- clarifies GARC program not halted, states recent media reports include factual inaccuracies +7.5% QS (QuantumScape $4.28, +0.30) -- earnings; plans for 100 MWh solid-state battery production line +3.8% RAPP (Rapport Therapeutics $26.00, +0.94) -- insider buy +2.5% GRND (Grindr $14.07, +0.34) +1.7% IONS (Ionis Pharmaceuticals $45.01, +0.74) -- BMO upgrade *Market cap <$1B* +18.4% XLAB (Exascale Labs Holdings Inc. $3.22, +0.50) +15.2% ATOM (Atomera $3.48, +0.46) -- Joint Development agreement with IQE to bring RF GaN-on-Silicon to market +9.7% SNAL (Snail, Inc. $2.48, +0.22) +6.3% FEAM (5E Advanced Materials $2.87, +0.17) +4.5% RCKT (Rocket Pharmaceuticals $2.30, +0.10) +4.1% HURA (TuHURA Biosciences $2.17, +0.09) +3.6% KYTX (Kyverna Therapeutics $6.05, +0.21) +3.1% ABUS (Arbutus Biopharma Corp. $4.31, +0.13) -- FDA clinical hold is lifted on IND application for AB-101 *Oil related stocks higher -- WTI futures +2.58%* SSL +5.2%, LBRT +3.7% (earnings), AMPY +2.4%, DVN +1.6%, EQNR +1.6%, APA +1.3%, COP +1.3%, OXY +1.3%, VLO +1.3% (earnings), MPC +1.2%, CVX +1.2%, KMI +1.1% (earnings), CVE +1.1% Trading Lower: *Market cap >$10B* -19.1% TTMI (TTM Technologies $82.68, -19.47) -- earnings -12.4% CRS (Carpenter Technology $322.68, -45.48) -- earnings -10.1% LRCX (Lam Research $234.57, -26.24) -- earnings In sympathy: AMAT -6.2%, KLAC -6.2%; semis broadly lower -9.1% SNA (Snap-On $335.50, -33.41) -- earnings -7.9% IBM (IBM $231.66, -19.80) -- earnings -7.8% NOK (Nokia $8.53, -0.72) -- earnings -7.8% TSCO (Tractor Supply $30.13, -2.56) -- earnings -6.8% ROL (Rollins $31.17, -2.28) -- earnings -6.6% QNT (Quantinuum $36.09, -2.56) -6.2% MSTR (Strategy $144.01, -9.47) -6.0% ATI (ATI, Inc $169.90, -10.79) -5.7% BE (Bloom Energy $225.00, -13.53) -5.6% BMNR (Bitmine Immersion Technologies $22.61, -1.35) -5.5% LITE (Lumentum Holdings $803.80, -46.90) -5.5% DELL (Dell Technologies $459.31, -26.57) -5.5% COHR (Coherent $224.52, -13.01) -5.3% CIEN (Ciena $342.13, -19.21) -5.1% CLS (Celestica $289.15, -15.46) -5.0% CRCL (Circle Internet $85.18, -4.53) -4.9% HOOD (Robinhood Markets $96.97, -4.96) -4.8% GLW (Corning $128.50, -6.42) -4.8% HBM (HudBay Minerals $22.83, -1.16) -4.7% VRT (Vertiv Holdings $202.08, -10.07) -4.7% IONQ (IonQ, Inc. $30.76, -1.52) -4.7% COIN (Coinbase $168.74, -8.34) -4.7% IREN (IREN $26.53, -1.31) -4.6% CRWV (CoreWeave $58.98, -2.84) -4.6% DGX (Quest Diagnostics $228.00, -10.93) -- earnings, cyber incident -4.6% STRL (Sterling Infrastructure $394.02, -18.94) -4.5% RKLB (Rocket Lab $51.27, -2.40) -4.5% ASTS (AST Spacemobile $39.06, -1.84) -4.4% BX (Blackstone $104.72, -4.85) -- earnings -4.4% FCX (Freeport-McMoRan $65.85, -3.05) -4.4% FLEX (Flex $82.48, -3.77) -4.3% HPE (Hewlett Packard Enterprise $55.64, -2.53) -4.2% FN (Fabrinet $341.00, -15.06) -4.1% PHM (PulteGroup $108.28, -4.61) -- earnings -4.1% AA (Alcoa Corp. $39.07, -1.66) -- Argus Research downgrade -4.0% NBIS (Nebius Group $164.70, -6.87) -- secures $3.5B financing facility with Citi -4.0% TECK (Teck Resources $60.26, -2.52) -3.9% NXT (Nextpower $78.62, -3.15) -3.9% Q (Qnity Electronics $115.50, -4.67) -3.8% ALB (Albemarle $90.88, -3.59) -3.8% SCCO (Southern Copper $190.49, -7.58) -- earnings -3.7% SMMT (Summit Therapeutics $15.25, -0.58) -- outlines presentations on ivonescimab to be featured at ESMO 2026 -3.7% TEM (Tempus AI $65.25, -2.51) -3.7% GEV (GE Vernova $891.99, -33.93) -3.5% ETN (Eaton Corp. $380.08, -13.86) -3.5% TSLA (Tesla $372.78, -13.69) -- earnings -3.4% LVS (Las Vegas Sands $36.25, -1.27) -- earnings -3.4% KEYS (Keysight Technologies $329.76, -11.59) -3.4% DOCN (DigitalOcean Holdings $98.00, -3.48) -3.2% ANET (Arista Networks $178.50, -5.83) -3.2% PWR (Quanta Services $581.85, -19.29) -3.2% NVT (nVent Electric $141.45, -4.68) -3.1% APH (Amphenol $76.75, -2.45) -3.1% CCJ (Cameco $79.50, -2.52) -2.9% CAT (Caterpillar $718.65, -21.56) -2.9% UNP (Union Pacific $279.53, -8.34) -- earnings *Market cap $1B-$10B* -12.6% FPS (Forgent Power Solutions $27.76, -4.00) -- CFO transition -12.1% HXL (Hexcel $78.96, -10.88) -- earnings -11.0% KALU (Kaiser Aluminum $137.00, -16.95) -- earnings -9.9% SON (Sonoco Products $45.93, -5.03) -- earnings -9.7% RCUS (Arcus Biosciences $17.25, -1.85) -- 14.3M share offering prices at $17.50/sh, guidance -9.5% ACCV (Accelevation Holdings Corp. $12.60, -1.33) -7.1% PURR (Hyperliquid Strategies $8.94, -0.68) -6.4% SBET (Sharplink Gaming, Inc. $7.81, -0.54) -6.3% AAOI (Applied Optoelectronics $72.45, -4.87) -5.8% OUST (Ouster $28.56, -1.75) -5.8% BTDR (Bitdeer Technologies Group $7.59, -0.47) -5.6% GLXY (Galaxy Digital, Inc. $15.99, -0.94) -5.6% SECZ (Securitize $8.66, -0.51) -5.6% ASST (Strive $29.02, -1.74) -5.4% CIFR (Cipher Mining $8.64, -0.49) -5.4% KEEL (Keel Infrastructure $2.27, -0.13) -5.3% SMR (NuScale Power $5.21, -0.29) -5.2% HUT (Hut 8 Corp. $67.88, -3.70) -5.2% INOD (Innodata $57.39, -3.17) -4.9% APLD (Applied Digital $19.95, -1.03) -4.9% XE (X-Energy $10.36, -0.53) -4.8% ERO (Ero Copper $30.44, -1.55) -4.7% ALM (Almonty Industries $8.90, -0.44) -4.7% FLY (Firefly Aerospace Inc. $16.82, -0.84) -4.7% INFQ (Infleqtion $8.84, -0.44) -4.7% MARA (MARA Holdings $7.42, -0.37) -4.6% BROS (Dutch Bros $40.31, -1.95) -- RBC Capital Markets downgrade -4.5% CLSK (Cleanspark $8.36, -0.39) -4.5% RGTI (Rigetti Computing $11.51, -0.54) -4.4% OKLO (Oklo, Inc. $26.50, -1.23) -4.3% RDW (Redwire $8.19, -0.37) -4.3% FCEL (FuelCell Energy $12.63, -0.57) -4.3% BELFB (Bel Fuse $211.05, -9.50) -4.3% AXTA (Axalta Coating Systems $33.46, -1.52) -4.3% AAL (American Airlines Group $11.72, -0.52) -- earnings In sympathy: UAL -2.7%, DAL -2.5% -4.1% USAR (USA Rare Earth $9.81, -0.42) -4.0% QUBT (Quantum Computing $6.55, -0.27) -4.0% AMPX (Amprius Technologies $7.98, -0.34) -4.0% RIOT (Riot Platforms $13.46, -0.56) -3.9% QBTS (D-Wave Quantum $11.63, -0.47) *Market cap <$1B* -28.4% NVEC (NVE Corp $73.78, -29.29) -- earnings -20.5% AVTX (Avalo Therapeutics $9.75, -2.51) -13.8% SPHL (Springview Holdings $3.05, -0.49) -12.3% CYPH (Cypherpunk Technologies $2.92, -0.41) -9.3% AVAT (Avalanche Treasury Corp $1.26, -0.13) -6.9% NUAI (New Era Energy & Digital $3.09, -0.23) -6.6% USDE (StablecoinX $11.09, -0.78) -6.6% BNC (BNB Standard Corporation $5.32, -0.38) -6.2% BOT (RoboStrategy, Inc. $22.97, -1.52) -5.7% FWDI (Forward Industries $7.12, -0.43) -5.6% ABTC (American Bitcoin Corp. $8.16, -0.48) -5.2% SHMD (Schmid Group $2.95, -0.16) *Semis decline broadly -- iShares Semi ETF (SOXX) (4.27%)* COHU -8.5%, AEHR -8.0%, VICR -7.5%, AXTI -7.0%, MXL -6.9%, ONTO -6.9%, ICHR -6.6%, UCTT -6.6%, FORM -6.5%, WOLF -6.3%, ALAB -6.2%, CAMT -6.1%, SMTC -6.1%, PENG -6.0%, AMKR -5.8%, MRVL -5.8%, MRAM -5.8%, CRDO -5.7%, MTSI -5.4%, TER -5.4%, ARM -5.3%, INTC -5.2%, ENTG -5.2%, ALGM -5.0%, RMBS -5.0%, SNDK -5.0%, AMD -4.8%, ACMR -4.8%, KLIC -4.8%, HIMX -4.7%, SIMO -4.7%, SMCI -4.6%, VIAV -4.6%, NVTS -4.6%, MPWR -4.4%, STX -4.4%, CBRS -4.2%, GFS -4.2%, PLAB -4.1%, AMBQ -4.1%, NVMI -4.0%, MU -3.9%, AMBA -3.8%, WDC -3.7%, TSEM -3.7%, UMC -3.6%, ACLS -3.5%, AVGO -3.4%, TSM -3.4%, ASML -3.3%, LSCC -3.3%, QCOM -2.9%, MCHP -2.6%, NVDA -2.5%, ADI -2.3%, ON -2.3% *Gold/silver related stocks lower -- Gold futures (1.13%)* USAS -5.6%, ASM -5.0%, ITRG -5.0%, HYMC -4.7%, EXK -4.6%, AG -4.5%, HL -4.4%, ARIS -4.0%, PAAS -4.0%, FSM -3.9%, IAG -3.9%, CDE -3.9%, VZLA -3.8%, SVM -3.8%, SBSW -3.8%, NG -3.7%, EGO -3.6%, PPTA -3.5%, AEM -3.4% (Freedom Broker downgrade), NEM -3.4% (Freedom Broker downgrade), AU -3.4%, WPM -3.3%, DRD -3.3%, KGC -3.1%, B -3.1% (Freedom Broker downgrade), EQX -3.0%, HMY -2.8%, AGI -2.4%, GFI -2.4% Click here to view our Gainers & Decliners page Related: AA, AAL, AAOI, ABTC, ABUS, ACCV, ACLS, ACMR, ADI, AEHR, AEM, AG, AGI, ALAB, ALB, ALGM, ALLE, ALM, AMAT, AMBA, AMBQ, AMD, AMKR, AMPX, AMPY, ANET, APA, APH, APLD, ARIS, ARM, ASH, ASM, ASML, ASST, ASTS, ATI, ATOM, AU, AVAT, AVEX, AVGO, AVTX, AXTA, AXTI, B, BE, BELFB, BHVN, BMNR, BNC, BOT, BROS, BTDR, BX, CAMT, CAT, CBRS, CCEP, CCJ, CDE, CIEN, CIFR, CL, CLS, CLSK, CLX, CME, COHR, COHU, COIN, COP, CRCL, CRDO, CRS, CRWD, CRWV, CSGP, CSX, CVE, CVX, CYPH, DAL, DELL, DGX, DOCN, DOW, DRD, DVN, EGO, ENTG, EQNR, EQX, ERO, ETN, EXK, FCEL, FCX, FEAM, FLEX, FLY, FN, FORM, FPS, FSM, FWDI, GEV, GFI, GFS, GIS, GLW, GLXY, GRND, HBM, HIMX, HL, HMY, HOOD, HPE, HURA, HUT, HXL, HYMC, IAG, IBM, ICHR, INFQ, INOD, INTC, INTU, IONQ, IONS, IREN, ITRG, KALU, KEEL, KEYS, KGC, KLAC, KLIC, KMI, KNX, KO, KR, KYTX, LBRT, LITE, LLY, LMT, LRCX, LSCC, LVS, LYB, MARA, MCHP, MO, MP, MPC, MPWR, MRAM, MRVL, MSTR, MTSI, MU, MXL, NBIS, NDAQ, NEM, NET, NG, NOC, NOK, NUAI, NVDA, NVEC, NVMI, NVT, NVTS, NXT, OKLO, ON, ONTO, OUST, OXY, PAAS, PANW, PENG, PEP, PG, PHM, PL, PLAB, PM, PPTA, PURR, PWR, Q, QBTS, QCOM, QNT, QS, QUBT, QURE, RAPP, RCKT, RCUS, RDW, RGTI, RIOT, RKLB, RMBS, ROL, RTO, RTX, SBET, SBSW, SCCO, SECZ, SHMD, SIMO, SMCI, SMMT, SMR, SMTC, SNA, SNAL, SNDK, SON, SPHL, SPOT, SSL, STRL, STX, SVM, TECK, TEM, TER, TSCO, TSEM, TSLA, TSM, TTMI, UAL, UCTT, UMC, UNP, USAR, USAS, USDE, VG, VIAV, VICR, VLO, VRT, VZLA, WDC, WMT, WOLF, WPM, XE, XLAB...(more)	show story hide story
22-Oct-2026 08:24	DGX Quest Diagnostics Q3 pressured by a high bar, but momentum still seen as intact ($238.93) DGX (5.2%) premarket after reporting Q3 EPS ahead of FactSet with revenue also ahead. Raised FY EPS and revenue outlook at the midpoints. The company also disclosed an October cybersecurity incident in an 8-K, noting no material operational impact. Initial takeaways suggest expectations were high heading into the print, but commentary remains constructive on continued momentum, with upside attributed to sustained volume strength. Leerink notes the stock's direction may largely depend on PAMA commentary and its potential impact on FY27 estimates. See Related StreetAccount comments: 10/22/2026 6:55:51 AM - Quest Diagnostics discloses cybersecurity incident - 8-K 10/22/2026 6:51:56 AM - StreetAccount Metrics Recap - Quest Diagnostics Q3 Earnings 10/22/2026 6:50:27 AM - Quest Diagnostics reports Q3 EPS $3.00 ex-items vs FactSet $2.87 [13 est, $2.82-2.94]	show story hide story
22-Oct-2026 08:23	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Earnings reports continue to ramp, a handful of reports overnight including first CRO and third MCO. Molina Healthcare unable to extend the MLR beat by the group, a narrow miss on consolidated MLR. Shares of MOH (3%) in the pre-market. European prints include Sartorius AG and Roche, both beat-and-affirmed, though stocks telling a different story today: SRT3.GR +2% and ROP.SW (1%). Diagnostic firm Qiagen confirmed earlier media reports that reached acquisition agreement with a group of investors led by EQT. Valuation as predicted, around €10.8B ($12.1B at current exchange rate). ADRs for QGEN +1% in the pre-market. Biotech newsflow relatively quiet, but signs of more regulatory flexibility in the rare disease space after FDA accepts NDA resubmission in SCA from Biohaven. Fairly short review timeline expected to include an Adcom review. Shares of BHVN +38% in the pre-market. QURE +6% in sympathy. Yesterday, Healthcare equities were mixed to lower overall. 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. Earnings calendar snapped back to the forefront with several MedTech prints on the tape. Macro S&P futures are down (1.0%) on Thursday morning, and Nasdaq down (1.7%). Risk off with AI trade under pressure and no meaningful cushion from rotation. Big selloff in Asia overnight. Nothing in the latest batch of results to really disrupt the broader compute/capex demand narrative. However, TSLA capex guidance cut disappointed given the outsized focus on new products/initiatives, META takeaways largely positive but still some scrutiny surrounding big capex needs and Muse monetization waiting game, and LRCX guide underwhelmed against a high bar. Treasuries a beneficiary of the AI trade stumble (and likely flight-to-quality from another jump in French yields). Geopolitics the other big story today with oil boosted by latest batch of headlines highlighting expectations for a renewed ramp in kinetic activity in the Middle East. This has also been flagged as a headwind for the historical post-election outperformance narrative. Pre-market trading update Trading higher +37.7% BHVN FDA accepts NDA resubmission with Q1 PDUFA +8.5% NBTX shares were +7% yesterday and +21% WTD +6.0% QURE sympathy to BHVN +2.1% SRT3.GR in European trading; earnings +0.9% QGEN acquired by EQT.SS for €10.8B ($12.1B) Trading lower -9.3% RCUS secondary offering -6.7% AAPG on 5K shares -4.9% MEDP earnings (low volume) -4.8% TWST on 13K shares -4.2% DGX earnings (low volume) -4.1% ZLAB on 43K ADRs -3.0% RXRX risk-off trade with AI -2.9% SMMT issues PR on ESMO presentations -2.5% MOH earnings (low volume) -0.9% ROP.SW in European trading; earnings Pharma Earnings: ROP.SW reports Q3 revenue CHF16.13B vs consensus CHF15.75B. Pharma segment mostly ahead of consensus, including Vabysmo narrow beat, while Tecentriq and Kadcyla fell short. Diagnostic segment sales slightly ahead. Quick take: Analysts were positive following the print, noting that revenue beat expectations, driven mainly by the Pharmaceuticals segment, while Diagnostics came in slightly ahead of consensus. Analysts note that the Pharma beat was attributable to timing effects from Japan's ERP system implementation, and Diagnostics was in line to slightly ahead of consensus despite continued China pricing reform headwinds. Analysts also flag that the company confirmed its outlook for the year, implying no material change to consensus and offering limited upside from the shares today, though some see the 7% constant currency growth acceleration and positioning toward the upper end of guidance ranges as warranting a modest positive reaction. However, analysts remain concerned about the phasing benefit and weakness in key franchises, suggesting limited visibility into top-line growth momentum through 2027. Conf. call at 8:00ET Biotech Regulatory: BHVN announced that FDA has accepted the NDA resubmission for troriluzole (Vyglxia) in Spinocerebellar ataxia (SCA), following the November 2025 CRL. FDA plans to convene an Advisory Committee meeting (to be announced), and expects to take action on PDUFA date during Q1 of 2027. Research: IONS upgraded to outperform from market perform at BMO Capital Markets (David Lebowitz), target increased to $66 from $54 or approx. 49% upside. CADL initiated buy at Jefferies (Maury Raycroft), target is $25 or approx. 199% upside. CELC initiated overweight at Cantor Fitzgerald (Li Watsek), target is $140 or approx. 127% upside. ETRA initiated overweight at JPMorgan (Anupam Rama), target is $36 or approx. 298% upside. KARD initiated outperform at Baird (Jack Allen), target is $43 or approx. 235% upside. PBLS initiated buy at HC Wainwright (Robert Burns), target is $40 or approx. 44% upside. 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. Life Science & MedTech M&A: QGEN confirmed recent press reports, and announced an agreement to be acquired by Crown NL Bidco B.V. - a private equity led group of investors - for €46.50 per share in cash, or EV €10.8B ($12.1B at exchange rates). Supervisory and Managing Boards approved the Business Combination Agreement and support the transaction. Earnings: SRT3.GR reports Q3 EBITDA €279.9M vs consensus €268.9M on revenue €926.3M vs consensus €899.3M, and confirmed FY26 guidance for the group and the bioprocessing segment. Growth in the LP&S segment now expected around the upper end of its +4-6% guide. Conf. call at 7:00ET MEDP reported 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. Conf. call at 9:00ET Services & Hospitals Earnings: DGX reports Q3 EPS $3.00 ex-items vs FactSet $2.87 on revenue $3.10B vs FS $3.05B. Raises FY EPS outlook by 10 cents, and revenue outlook by $85M at the midpoints. Company also disclosed via 8-K an October cybersecurity incident. Company does not see any material disruption to its operations. Conf. call at 8:30ET Managed Care Earnings: MOH reported 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. Quick Take: Takeaways suggest Q3 EPS upside is not reflected in guidance, implying a weaker Q4 outlook than prior commentary and limited cushion for Medicaid MLR deterioration from Florida CMS impact. Q3 upside was also viewed as underwhelming, with the EPS beat attributed to lower-than-expected G&A. On the call, some seek color on elevated Medicaid cost trends, 1/1/27 rates, and the Florida CMS rollout. Conf. call at 8:00ET 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) Syndicate / IPO pricing tonight +LYCA Lycia Therapeutics - looking to raise $250M 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) (MRK) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: AAPG, BHVN, CADL, CELC, DGX, ETRA, IONS, KARD, LLY, MEDP, MOH, MRK, MRNA, NBTX, PBLS, PCVX, PFE, QGEN, QURE, RCUS, ROP.SW, RXRX, SMMT, SRT3.GR, TNGX, TWST, ZLAB, +LYCA, +RZRA...(more)	show story hide story
22-Oct-2026 08:20	StreetAccount Summary - US Pre-market trading S&P futures (76.0) to 7724.25, (0.97%) vs settlement. 10-year yield (8) bps to 5.04%. Dec WTI +$2.31 or +2.38% to $99.46. Trading Higher: *Market cap >$10B* +6.3% RTO (Rentokil Initial $22.37, +1.33) -- Q3 trading update; $200M share buyback program; CFO to retire for family health +5.9% ALLE (Allegion $168.31, +9.31) -- earnings +5.8% SPOT (Spotify Technology $556.00, +30.66) -- earnings +3.8% LMT (Lockheed Martin $572.60, +21.09) -- earnings +3.7% DOW (Dow, Inc. $31.51, +1.13) -- earnings +3.2% CSX (CSX Corp $49.94, +1.54) -- earnings +3.1% PG (Procter & Gamble $161.75, +4.91) -- earnings +2.5% CMCSA (Comcast $22.64, +0.56) -- earnings +1.7% BSY (Bentley Systems $39.03, +0.67) +1.7% DG (Dollar General $134.40, +2.28) +1.6% NDAQ (Nasdaq $97.66, +1.54) -- earnings +1.5% MO (Altria Group $74.95, +1.12) +1.5% KHC (Kraft Heinz $23.84, +0.34) +1.4% KO (Coca-Cola $93.96, +1.28) +1.4% MNST (Monster Beverage $47.26, +0.63) +1.4% WMT (Walmart $119.43, +1.63) +1.4% COP (ConocoPhillips $147.69, +2.02) +1.3% CCEP (Coca-Cola Europacific Partners $111.75, +1.46) +1.3% PEP (PepsiCo $136.40, +1.70) +1.3% DVN (Devon Energy $50.50, +0.63) +1.2% RTX (RTX Corp. $193.87, +2.27) +1.2% MDLZ (Mondelez International $63.50, +0.76) +1.2% CME (CME Group, Inc. $299.32, +3.53) -- JPMorgan upgrade +1.1% TMUS (T-Mobile US $155.40, +1.65) +1.1% LLY (Eli Lilly $1,284.83, +14.08) +1.1% JNJ (Johnson & Johnson $260.60, +2.82) +1.0% KMB (Kimberly-Clark $107.75, +1.11) +0.6% BMY (Bristol Myers Squibb $61.50, +0.38) +0.5% VLO (Valero Energy $438.96, +2.21) -- earnings +0.1% KMI (Kinder Morgan $34.00, +0.03) -- earnings +0.1% ROP (Roper Technologies $398.00, +0.44) -- earnings *Market cap $1B-$10B* +31.3% BHVN (Biohaven $15.43, +3.68) -- NDA resubmission for Vyglxia (troriluzole) in SCA has been accepted for review In sympathy: QURE* +6.5%* +12.1% AVEX (AEVEX Corp. $10.85, +1.17) -- clarifies GARC program not halted, states recent media reports include factual inaccuracies +6.8% QS (QuantumScape $4.25, +0.27) -- announces plans for 100 MWh solid-state battery production line +4.6% LBRT (Liberty Energy, Inc. $17.46, +0.77) -- earnings +2.7% LUMN (Lumen Technologies $4.58, +0.12) +2.6% ASH (Ashland $74.00, +1.86) +2.4% RAPP (Rapport Therapeutics $25.65, +0.59) -- insider buy *Market cap <$1B* +13.6% XLAB (Exascale Labs Holdings Inc. $3.09, +0.37) +11.6% ATOM (Atomera $3.37, +0.35) -- Joint Development agreement with IQE to bring RF GaN-on-Silicon to market +6.5% HURA (TuHURA Biosciences $2.22, +0.14) +4.3% ABUS (Arbutus Biopharma Corp. $4.36, +0.18) -- FDA clinical hold is lifted on IND application for AB-101 +2.6% WHF (WhiteHorse Finance $7.90, +0.20) -- Raymond James upgrade Trading Lower: *Market cap >$10B* -9.2% SNA (Snap-On $334.92, -33.99) -- earnings -6.7% IBM (IBM $234.50, -16.96) -- earnings -5.6% NOK (Nokia $8.73, -0.52) -- earnings -5.3% LITE (Lumentum Holdings $806.02, -44.68) -5.2% COHR (Coherent $225.12, -12.41) -5.0% QNT (Quantinuum $36.71, -1.94) -5.0% ROL (Rollins $31.78, -1.67) -- earnings -4.9% TSCO (Tractor Supply $31.09, -1.60) -- earnings -4.8% BE (Bloom Energy $227.01, -11.52) -4.6% DELL (Dell Technologies $463.44, -22.44) -4.5% CIEN (Ciena $345.06, -16.28) -4.5% VRT (Vertiv Holdings $202.70, -9.45) -4.4% GLW (Corning $129.00, -5.92) -4.3% ASTS (AST Spacemobile $39.14, -1.76) -4.2% IONQ (IonQ, Inc. $30.91, -1.37) -4.1% DGX (Quest Diagnostics $229.02, -9.91) -- earnings -4.1% ARGX (argenx $853.69, -36.36) -- earnings -4.1% CLS (Celestica $292.13, -12.48) -3.9% STRL (Sterling Infrastructure $397.00, -15.96) -3.9% RKLB (Rocket Lab $51.56, -2.11) -3.8% TSLA (Tesla $371.73, -14.74) -- earnings -3.8% NXT (Nextpower $78.63, -3.14) -3.7% DOCN (DigitalOcean Holdings $97.77, -3.71) -3.7% FN (Fabrinet $343.05, -13.01) -3.6% HPE (Hewlett Packard Enterprise $56.05, -2.12) -3.4% PHM (PulteGroup $109.00, -3.89) -- earnings -3.4% BX (Blackstone $105.81, -3.76) -- earnings -3.4% ANET (Arista Networks $178.00, -6.33) -3.4% GEV (GE Vernova $894.10, -31.82) -3.3% P (Everpure $126.56, -4.37) -3.3% FLEX (Flex $83.44, -2.81) -3.2% ETN (Eaton Corp. $381.47, -12.48) -3.2% SPCX (SpaceX $154.20, -5.11) -3.1% TEM (Tempus AI $65.67, -2.09) -2.9% IBKR (Interactive Brokers Group $82.87, -2.46) -2.9% META (Meta Platforms $677.04, -20.48) -- earnings -2.9% ALB (Albemarle $91.72, -2.75) -2.8% TLN (Talen Energy $349.53, -9.96) -2.8% SMMT (Summit Therapeutics $15.39, -0.44) -- outlines presentations on ivonescimab to be featured at ESMO 2026 -2.7% CBRE (CBRE Group $131.00, -3.65) -- earnings -2.7% APH (Amphenol $77.04, -2.16) -2.7% LVS (Las Vegas Sands $36.49, -1.02) -- earnings -2.0% HBAN (Huntington Bancshares $15.40, -0.32) -- earnings -1.0% LUV (Southwest Airlines $39.50, -0.38) -- earnings -0.9% URI (United Rentals $1,059.25, -9.73) -- earnings -0.8% HON (Honeywell Technologies $213.00, -1.73) -- earnings -0.7% UNP (Union Pacific $285.88, -1.99) -- earnings -0.6% TXN (Texas Instruments $282.84, -1.81) -- earnings -0.5% PKG (Packaging Corporation of America $237.75, -1.25) -- earnings -0.2% PCG (PG&E $13.12, -0.03) -- earnings *Market cap $1B-$10B* -10.9% FPS (Forgent Power Solutions $28.30, -3.46) -- CFO transition -9.2% RCUS (Arcus Biosciences $17.35, -1.75) -- common stock offering of indeterminate amount, guidance -5.5% AAOI (Applied Optoelectronics $73.06, -4.26) -5.5% SECZ (Securitize $8.67, -0.50) -5.1% INOD (Innodata $57.50, -3.06) -4.8% INFQ (Infleqtion $8.83, -0.45) -4.8% TWST (Twist Bioscience $142.00, -7.13) -4.8% OUST (Ouster $28.86, -1.45) -4.4% SMR (NuScale Power $5.26, -0.24) -4.4% INTR (Inter & Co. $6.76, -0.31) -4.1% RGTI (Rigetti Computing $11.55, -0.50) -4.1% BROS (Dutch Bros $40.53, -1.73) -- RBC Capital Markets decline -4.0% ALM (Almonty Industries $8.97, -0.37) -3.9% AAL (American Airlines Group $11.76, -0.48) -- earnings In sympathy: DAL -2.3%, UAL -1.9% -3.9% EROC (ERock, Inc. $9.04, -0.37) -3.8% FLY (Firefly Aerospace Inc. $16.99, -0.67) -3.8% FTRE (Fortrea Holdings $23.15, -0.91) -3.8% AXTA (Axalta Coating Systems $33.64, -1.34) -3.8% OKLO (Oklo, Inc. $26.67, -1.06) -3.7% AMPX (Amprius Technologies $8.00, -0.31) -3.6% QBTS (D-Wave Quantum $11.67, -0.43) -3.6% RDW (Redwire $8.25, -0.31) -3.6% XE (X-Energy $10.50, -0.39) -3.5% LEU (Centrus Energy $105.07, -3.84) -3.5% USAR (USA Rare Earth $9.87, -0.36) -3.4% UUUU (Energy Fuels $7.92, -0.28) -3.4% PI (Impinj $172.81, -6.01) -3.3% QUBT (Quantum Computing $6.59, -0.23) -3.2% DNN (Denison Mines $2.26, -0.08) -3.2% UEC (Uranium Energy $7.65, -0.26) -3.2% MOD (Modine Manufacturing $144.97, -4.81) -3.2% HLIT (Harmonic $10.38, -0.35) -3.1% LUNR (Intuitive Machines $10.57, -0.34) -3.1% PL (Planet Labs $13.29, -0.42) -3.1% BELFB (Bel Fuse $213.80, -6.75) -3.0% RXRX (Recursion Pharmaceuticals $3.53, -0.11) -3.0% NXE (NexGen Energy $8.27, -0.26) *Market cap <$1B* -24.3% NVEC (NVE Corp $78.00, -25.07) -- earnings -11.9% SPHL (Springview Holdings $3.12, -0.42) -11.1% CYPH (Cypherpunk Technologies $2.96, -0.37) -9.3% AVAT (Avalanche Treasury Corp $1.26, -0.13) -7.2% USDE (StablecoinX $11.02, -0.85) -6.0% BNC (BNB Standard Corporation $5.36, -0.34) -6.0% NUAI (New Era Energy & Digital $3.12, -0.20) -5.6% VELO (Velo3D $6.53, -0.39) -4.9% BETR (Better Home & Finance $14.82, -0.76) -4.9% NRGV (Energy Vault Holdings $2.61, -0.13) -4.9% VPG (Vishay Precision Group $61.00, -3.15) -4.8% POET (POET Technologies $5.40, -0.27) -4.8% TKNO (Alpha Teknova $5.57, -0.28) -4.8% SHMD (Schmid Group $2.96, -0.15) -4.7% ATGL (Alpha Technology Group $7.34, -0.36) -4.5% BOT (RoboStrategy, Inc. $23.40, -1.09) -4.1% ASPI (ASP Isotopes $2.08, -0.09) -4.0% CRML (Critical Metals $6.37, -0.27) -4.0% GLND (Greenland Energy Co. $2.86, -0.12) -4.0% TE (T1 Energy $2.29, -0.09) -3.9% QMCO (Quantum $16.93, -0.69) -3.8% RXT (Rackspace Technology $2.78, -0.11) -3.8% SATL (Satellogic $3.79, -0.15) -3.7% KOPN (Kopin $3.41, -0.13) -3.6% AEVA (Aeva, Inc. $10.22, -0.38) -3.6% LPTH (LightPath Technologies $7.28, -0.27) -3.5% SGML (Sigma Lithium $7.86, -0.29) -3.4% NNE (NANO Nuclear Energy $12.88, -0.45) -3.4% ADTN (Adtran Holdings $6.46, -0.23) -3.1% ENVX (Enovix $2.46, -0.08) -3.1% UMAC (Unusual Machines $16.45, -0.53) -3.0% BW (Babcock & Wilcox Enterprises $4.49, -0.14) *Semis decline broadly; iShares Semi ETF (SOXX) (3.61%)* TTMI -12.0% (earnings), LRCX -8.1% (earnings), UCTT -7.4%, AEHR -6.4%, VICR -6.1%, AXTI -5.8%, ONTO -5.7%, MXL -5.7%, FORM -5.5%, ICHR -5.4%, AMBQ -5.3%, ALAB -5.1%, CRDO -5.1%, WOLF -5.1%, MRAM -5.1%, PENG -5.1%, SMTC -5.1%, TER -5.0%, NVTS -4.8%, VIAV -4.8%, AMAT -4.7% (LRCX sympathy), MRVL -4.7%, ENTG -4.6%, LSCC -4.6%, INTC -4.5%, AMKR -4.5%, CAMT -4.5%, ACMR -4.4%, VSH -4.3%, SNDK -4.2%, AMD -4.1%, KLAC -4.1% (LRCX sympathy), STX -3.9%, ALGM -3.8%, SMCI -3.8%, GFS -3.5%, ACLS -3.2%, TSEM -3.1%, MU -3.1%, WDC -3.1%, AMBA -3.0%, AVGO -2.8%, QCOM -2.7%, CBRS -2.7%, MCHP -2.6%, NXPI -2.2%, NVDA -2.1%, ON -1.4% *Neoclouds lower as broader AI infrastructure sector declines* PURR -6.3%, GLXY -5.5%, KEEL -4.6%, CIFR -4.5%, BTDR -4.5%, HUT -4.3%, APLD -4.3%, IREN -4.2%, MARA -4.1%, WULF -4.0%, HIVE -3.9%, WYFI -3.9%, CLSK -3.9% (Canaccord Genuity initiates buy), RIOT -3.8%, CRWV -3.5%, NBIS -3.3% (secures $3.5B financing facility with Citi), CORZ -2.9%, BRUN -2.6% *Metal/mining stocks lower* TECK -5.1%, ERO -4.6%, HBM -4.1%, FCX -4.0%, CLF -3.3%, TGB -3.1%, AA -3.0% (Argus Research downgrade) *Gold/silver related stocks lower; Gold futures (1.78%); Silver (3.16%)* USAS -5.8%, SCZM -4.8%, EXK -4.6%, ITRG -4.6%, ASM -4.6%, HYMC -4.5%, PPTA -4.3%, AG -4.0%, NG -4.0%, IAG -4.0%, CDE -4.0%, HL -3.9%, WPM -3.9%, PAAS -3.8%, MUX -3.8%, SA -3.7%, VZLA -3.6%, BTG -3.6%, EQX -3.5%, CGAU -3.4%, EGO -3.4%, AEM -3.4%, FSM -3.4%, KGC -3.3%, AAUC -3.1%, SVM -3.1%, ARIS -3.1%, NEM -3.1%, GROY -3.0%, B -2.9%, AYA -2.5% *Bitcoin/crypto related lower; Bitcoin futures (BTC00) (3.45%)* FWDI -6.8%, DFDV -6.2%, SBET -6.0%, ASST -5.6%, MSTR -5.5%, BMNR -5.1%, ABTC -5.1%, CRCL -4.7%, COIN -4.5%, HOOD -4.5%, BTGO -4.0%, BKKT -3.9%, XXI -3.2%, HSDT -3.0%, BLSH -2.8%, FIGR -2.3% Click here to view our Gainers & Decliners page Related: AA, AAL, 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22-Oct-2026 06:55	DGX Quest Diagnostics discloses cybersecurity incident - 8-K ($238.93) On 21-Oct-26, Quest Diagnostics learned of unauthorized access to its Quanum LSM system, which certain clients use to place test orders, receive and look up results. The company promptly initiated its cybersecurity incident response procedures to contain the activity, assess and investigate the nature and scope of the incident and implement appropriate remedial measures. The company has notified federal law enforcement authorities and engaged external cybersecurity experts to assist in the investigation and response. While the full scope of unauthorized access remains under investigation, at this time the company believes that an unauthorized party accessed certain patient records. This incident has not materially disrupted the company's business operations or its ability to serve patients. Reference Link: 8-K filing	show story hide story
22-Oct-2026 06:51	DGX StreetAccount Metrics Recap - Quest Diagnostics Q3 Earnings ($238.93) Key operating metrics: Revenue Diagnostic Information Services $3.04B, +10.2% y/y per requisition (4.2%) Requisition volume +14.5% Organic requisition volume +14.4% Adjusted operating income as a % of net revenues 16.7% vs FactSet 16.4% Cash from operations $611M vs year-ago $563M Capex $166M vs year-ago $144M See Related StreetAccount comments: 10/22/2026 6:50:27 AM - Quest Diagnostics reports Q3 EPS $3.00 ex-items vs FactSet $2.87 [13 est, $2.82-2.94] 10/20/2026 10:36:03 AM - StreetAccount Consensus Metrics Preview - Quest Diagnostics Q3 Earnings	show story hide story
22-Oct-2026 06:50	DGX Quest Diagnostics reports Q3 EPS $3.00 ex-items vs FactSet $2.87 [13 est, $2.82-2.94] ($238.93) Reports Q3: Revenue $3.10B vs FactSet $3.05B [12 est, $2.99-3.10B] Operating income $517M ex-items vs FactSet $501.3M [6 est, $494.8-515.6M] FY Guidance (Dec 2026): EPS $11.25-11.35 ex-items vs prior guidance $11.05-11.25 and FactSet $11.20 [16 est, $11.12-11.49] Revenue $12.065-12.105B vs prior guidance $11.95-12.05B and FactSet $12.02B [14 est, $11.96-12.13B] Cash from operations ~$1.90B vs prior guidance ~$1.80B and FactSet $1.97B Reaffirms capital expenditures ~$550M vs FactSet $555.7M Reference Link: Press release	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 08:40	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Earnings calendar back to the forefront with several MedTech prints on the tape. All four reports are trading lower early. Post-close on Tuesday Intuitive Surgical reported a Q3 beat, however focus on the slowing growth in daVinci procedures. Shares of ISRG (7%) in the pre-market. Thermo Fisher started the Wednesday morning reports with a Q3 beat, however FY guidance tweak suggests a muted Q4. Shares of TMO (3%) in the pre-market. Abbott Labs Q3 print inline with medical devices broadly light to consensus. Shares of ABT (4%) in the pre-market. Danaher Q3 beat and raise (by less than the outperformance). Flattening diagnostics segment and FX impacts updated outlook. Shares of DHR (5%) in the pre-market. 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 S&P futures are up +0.2% on Wednesday morning. AI trade underpinned by positive compute and capex demand takeaways from blowout SPCX earnings/guidance and positive SMCI preannouncement. (Kospi also bounced ~3.3% overnight as Elice recovered a good chunk of its IPO selloff). However, also keeps the broader AI funding scrutiny theme in play (and circularity dynamic back in the headlines with report NVDA could provide additional support for Finmus). Treasuries fairly stable despite upward pressure on European yields (French 10-year yields hit 5% for first time since 2002). Oil higher as latest upbeat flow headlines (Middle East exports above pre-war levels) seemingly overshadowed by lack of traction behind recent headlines about progress in US-Iran talks, along with continued concerns about another ramp in kinetic activity following the midterm elections. Pre-market trading update Trading higher +8.9% ROIV trial results for brepo in non-infectious uveitis; call at 800ET +6.3% UNCY FDA accepts Class 2 NDA resubmission +1.1% IBRX trial update in NMIBC +0.9% ELV earnings Trading lower -6.6% ISRG earnings; upgraded at Erste Group -4.8% DHR earnings -4.3% TWST on 15K shares -3.9% ABT earnings; announces plan to separate Nutrition business -2.7% TMO earnings -0.8% JNJ downgraded at Erste Group Pharma M&A: ALC announced the acquisition of Neurotech Pharmaceuticals (private, 05TR1G-E), and their FDA-approved drug Encelto (rev-cel) for Macular Telangiectasia Type 2 (MacTel). Research: JNJ downgraded to hold from buy at Erste Group (Hans Engel) Biotech Trial results: 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. Conf. call at 8:00ET Trial update: 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. Regulatory: 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. Research: 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. Life Science & MedTech Earnings: 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%. Conf. call at 7:00ET; guides on call 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. Conf. call at 9:00ET 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. Conf. call at 8:00ET 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 Research 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 & Hospitals Regulatory: FME.GR (FMS) FDA disclosed the approval of two NDAs - one for Cienby, another for Calrezdy, used in regional citrate anticoagulation (RCA) with the multiFiltrate PRO System. Managed Care Earnings: 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. Conf. call at 8:30ET On Deck: Conferences (cont.) NAMS 2026 (Oct 20-24) ASN 2026 (Kidney Week) (Oct 21-25) on Thu 22-Oct: EHDN Congress (Oct 22-24); Craig-Hallum Biotech Catalyst Conference 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 today after the close MEDP (Thu at 9:00ET), MOH (Thu at 8:00ET) Earnings on Thu 22-Oct: before DGX (8:30ET), ROP.SW (8:00ET), SRT3.GR (7:00ET) Corporate FDMT Investor Day NYC (10:30ET) on Fri 23-Oct: TNGX Investor webcast at ESMO (7:30ET) on Sat 24-Oct: MRNA Investor webcast at ESMO (MRK) (13:00ET) Syndicate / IPO pricing Thu 22-Oct (post-close) +LYCA Lycia Therapeutics - looking to raise $250M This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABT, ALC, CTSO, DGX, DHR, ELV, FDMT, FME.GR, IBRX, ISRG, JNJ, KZIA, MEDP, MOH, MRK, MRNA, ROIV, ROP.SW, SRT3.GR, TMO, TNGX, TWST, UNCY, VOR, XLO, +LYCA...(more)	show story hide story
20-Oct-2026 17:32	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished broadly higher on Tuesday. Advancers beat decliners by 11:1 on the XLV (just five decliners). Healthcare +2.33% vs S&P 500 +0.28%. 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%. MRNA +6.7% and DVA (6.2%) bracketed the XLV; dialysis names pressured by media report that HHS will take steps to cultivate competition in the kidney care market. Major drug stocks were broadly higher +2% to +5% each; Animal Health names were the outliers following the Jefferies downgrades of ELAN (3.4%) and ZTS +0.6%. Sector news was still very quiet between conferences and ahead of the anticipated ramp in the earnings calendar. ISRG +1.1% reports tonight post-close; a much larger slate tomorrow including ABT (1.6%). Shares of RAPP +2.7% on today's bipolar data and ensuing debate around marginal benefit and treatment AEs. Call out for the ESMO names faring better after digestion of abstracts. MYGN +31.6% topped all gainers on the XBI with the certainty of cash for its prenatal business, sold to LH +1.4% for $210M. Clinical trial updates today highlighted by a novel mechanism for the treatment of acute bipolar mania. Rapport Therapeutics' mid-stage trial met its primary endpoint, and treatment-emergent adverse events reported to be mild or moderate. Yesterday, Healthcare equities were mixed yet lower overall. Biotech, MedTech and Managed Care were all gainers; Pharma leading decliner with the DRG (1.02%) and Services down similar. MRNA +4.1% and HSIC (2.8%) bracketed the XLV. XBI +2.45% also saw a boost from today's premium M&A deal in biopharma. Sector gearing up for busier week of earnings, beginning with Intuitive Surgical on Tuesday post-close. Macro Several moving pieces today. Some stabilization in the AI trade following earlier pullback partly chalked up to poor debut of Korean neocloud provider Elice, which fell more than 30%. Breadth strong with a mix of defensive and select cyclicals faring well. Lower rate backdrop (long end) another area of focus multiple drivers, including positioning, seemingly in play. Oil weaker with reports of traction behind US-Iran talks, though off lows on headline pushing back against an imminent deal. Mixed takeaways from the higher-profile reporters today with seemingly little impact on broader market narratives ahead of upcoming hyperscaler and semi earnings (and NVDA GTC Berlin). Software M&A and soft housing market data some of the other highlights today. Notable Gainers +31.6% MYGN (Myriad Genetics): to divest prenatal testing business; upgraded at Piper Sandler; best performer on XBI +13.7% TRAX (First Tracks Biotherapeutics Inc): on average volume +12.8% KLRA (Kailera Therapeutics, Inc.): on above average volume +11.0% CLYM (Climb Bio): initiation +8.1% SRPT (Sarepta Therapeutics): on average volume +7.9% SYRE (Spyre Therapeutics): shares +14% WTD +7.3% RCUS (Arcus Biosciences): trial results in ccRCC +6.7% MRNA (Moderna): best performer on XLV; shares +11% WTD +5.5% ZBIO (Zenas BioPharma): on below average volume +5.1% CRL (Charles River Laboratories): on above average volume +5.0% QGEN (Qiagen): Bloomberg report - EQT.SS in talks to acquire for more than $50/shr +4.8% BMY (Bristol Myers Squibb): on average volume +4.1% BIIB (Biogen): on above average volume +3.5% LLY (Eli Lilly): on above average volume +3.4% RVTY (Revvity): on below average volume +3.3% MRK (Merck): sympathy to RCUS; on average volume +3.0% OBIO (Orchestra Biomed): on 3X average daily volume; confusion with OpenAI acquisition target (Orchestra Bio Inc.) Notable Decliners -7.7% ANAB (AnaptysBio): litigation headlines (with GSK); worst performer on XBI -6.2% DVA (DaVita): Axios report on HHS plan for kidney care; worst performer on XLV -3.4% ELAN (Elanco Animal Health): downgraded at Jefferies -2.4% FMS (Fresenius Medical Care): Axios report on HHS plans for kidney care -1.9% BAX (Baxter International): FDA warning letter Dialysis providers trading sharply lower following media report Axios reporting that HHS Secretary RFK Jr will announce today steps to increase competition in the highly concentrated dialysis marketplace. Shares of DaVita and Fresenius Medical trading down (6%) and (2%) respectively. Myriad Genetics higher on prenatal divestiture MYGN and Labcorp (LH) announced that Myriad will sell its Prenatal Health testing business for $210M in cash plus adjustments. Labcorp expects to add $160M in revenue in year one. Upgraded at Piper Sandler in reaction Trial results in SMID-cap biotech RAPP announced topline results from the phase 2 trial of RAP-219 in adults with acute bipolar mania. The trial met its primary endpoint. Company to meet FDA during Q1 of 2027. Plans to initiate two phase 3 trial in H2 of 2027. Reported $436M in cash as of 30-Jun. Quick take: Wells Fargo says efficacy looks good, but the firm has questions on safety and TEAEs. RCUS announced updated data from its Ph1/2 trials of casdatifan in ccRCC. Quick take: Leerink Partners says that while 1L uncertainty remains, firm is encouraged by the updated data, expects positive stock reaction. ODTX presented at UEGW results from its phase 2a trial evaluating OD-001 in ulcerative colitis (UC). Company plans to advance a phase 2b monotherapy trial and a phase 2b trial adding vedolizumab. Results from both expected H2 of 2027. US CDC acknowledges third death from measles in CY2026 Without providing any details (ie. location), the CDC website tracking measles now displays 3* deaths in CY2026. CDC continues to note () that this number is subject to change, and it will "update its reporting as additional information becomes available and relevant reviews are completed". Pennsylvania reported its sixth (6) death from measles on 12-Oct-2026. Notable research in Healthcare today* Pharma: ELAN downgraded to hold from buy at Jefferies (Keith Devas), target cut to $24 from $31 or approx. 2% upside. ZTS downgraded to hold from buy at Jefferies (Keith Devas), target cut to $83 from $103 or approx. 4% upside. Biotech: EYPT downgraded to underweight from neutral at JPMorgan (Tessa Romero), follows LUCIA readout. EYPT downgraded to neutral from outperform at Mizuho Securities (Graig Suvannavejh), follows LUCIA readout. Target cut to $0.50 from $39 or approx. 14% upside. ADRX seeing initial sell-side coverage following IPO on 25-Sep. Shares have traded +4% since pricing at $17.00. All buy-equivalent ratings so far (JPMorgan, LifeSci Capital, Morgan Stanley, TD Cowen, UBS) with an average PT $34, range $32-38, or approx. 94% upside. ABVX assumed overweight at Morgan Stanley (Michael Ulz), target is $180 or approx. 106% upside. AGMB assumed overweight at Morgan Stanley (Michael Ulz), target is $28 or approx. 240% upside. ARQT assumed overweight at Morgan Stanley (Michael Ulz), target is $38 or approx. 19% upside. ATTO assumed overweight at Morgan Stanley (Michael Ulz), target is $39 or approx. 181% upside. CLDX assumed overweight at Morgan Stanley (Michael Ulz), target is $57 or approx. 92% upside. CLYM initiated buy at Deutsche Bank (David Hoang), target is $28 or approx. 188% upside. ENSC initiated overweight at Cantor Fitzgerald (Olivia Saunders), target is $2 or approx. 300% upside. EVMN assumed overweight at Morgan Stanley (Chris Yu), targets is $26 or approx. 393% upside. INCY assumed equal-weight at Morgan Stanley (Chris Yu), targets is $119 or approx. 5% upside. KYMR assumed overweight at Morgan Stanley (Michael Ulz), target is $135 or approx. 25% upside. KZIA initiated outperform at Leerink Partners (Andrew Berens), target is $30 or approx. 282% upside. LKFT assumed equal-weight at Morgan Stanley (Chris Yu), targets is $26 or approx. 13% downside. QTTB assumed overweight at Morgan Stanley (Michael Ulz), target is $34 or approx. 336% upside. TVRD initiated buy at Chardan Capital (Gautam Chukka), target is $8 or approx. 725% upside. ZBIO assumed equal-weight at Morgan Stanley (Chris Yu), targets is $32 or approx. 20% upside. MedTech: MYGN upgraded to neutral from underweight at Piper Sandler (David Westenberg), target increased to $5 from $2 or approx. 13% downside. AORT initiated buy at Jefferies (Michael Sarcone), target is $31 or approx. 39% upside. KMTS initiated outperform at Evercore ISI (Vijay Kumar), target is $34 or approx. 16% upside. Services: CON initiated overweight at Stephens (Raj Kumar), target is $45 or approx. 18% upside. Post-close news Earnings: ISRG reports 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 Shares trading (7.0%) in the after-hours / post-call M&A: ALC announced the acquisition of Neurotech Pharmaceuticals (private, 05TR1G-E), and their FDA-approved drug Encelto (rev-cel) for Macular Telangiectasia Type 2 (MacTel). ADRs trading unchanged in the after-hours Regulatory: FMS FDA disclosed the approval of two NDAs - one for Cienby, another for Calrezdy, used in regional citrate anticoagulation (RCA). ADRs trading +1.2% in the after-hours On Deck: Conference (cont.) NAMS 2026 (Oct 20-24) ASN 2026 (Kidney Week) (Oct 21-25) on Thu 22-Oct: EHDN Congress (Oct 22-24); Craig-Hallum Biotech Catalyst Conference Earnings tomorrow before ABT (9:00ET), DHR (8:00ET), ELV (8:30ET), TMO (7:00ET) after MEDP (Thu at 9:00ET), MOH (Thu at 8:00ET) Earnings on Thu 22-Oct: before DGX (8:30ET), ROP.SW (8:00ET), SRT3.GR (7:00ET) Corporate calendar FDMT Investor Day NYC (10:30ET) Syndicate / IPO pricing on Thu 22-Oct (post-close) +LYCA Lycia Therapeutics - looking to raise $250M This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABT, ABVX, ADRX, AGMB, ALC, ANAB, AORT, ARQT, ATTO, BAX, BIIB, BMY, CLDX, CLYM, CON, CRL, DGX, DHR, DVA, ELAN, ELV, ENSC, EVMN, EYPT, FDMT, FMS, INCY, ISRG, KLRA, KMTS, KYMR, KZIA, LH, LKFT, LLY, MEDP, MOH, MRK, MRNA, MYGN, OBIO, ODTX, QGEN, QTTB, RAPP, RCUS, ROP.SW, RVTY, SRPT, SRT3.GR, SYRE, TMO, TRAX, TVRD, ZBIO, ZTS, +LYCA...(more)	show story hide story
20-Oct-2026 10:36	DGX StreetAccount Consensus Metrics Preview - Quest Diagnostics Q3 Earnings ($234.91) Scheduled to report Q3 earnings on 22-Oct before the open FactSet (12-13 estimates for Revenue/EPSy, 6 for OI/OM): Revenue $3.05B Adjusted operating income (EBITA) $501.3M Adjusted operating margin 16.4% EPS $2.87 FY Guidance (Dec 2026): Revenue $11.95B-$12.05B vs FactSet $12.02B EPS $11.05-$11.25 vs FS $11.20 Capital expenditures ~$550M Cash from operations ~$1.80B Price history for Q3 (Since 22-Jul close) DGX +12.0% S&P 500 +2.6% XLV +10.2% Near term options imply a ~7.5% move Last 4 quarter % moves: +9%, +4%, +7%, (3%) Revenue has beaten consensus 19 of the past 20 quarters EPS has beaten consensus 20 of the past 20 quarters	show story hide story
16-Oct-2026 20:27	StreetAccount Sector Summary - Healthcare Weekly Recap Friday synopsis: Healthcare equities finished mixed to slightly lower overall on Friday. Decliners beat advancers by 2:1 on the XLV, a reversal from the morning and versus even at midday. Healthcare (0.26%) vs S&P 500 (1.09%). Nearly all major health groups ended lower for the session, only Pharma held onto modest gains. DRG +0.41% to end a solid week up +3.15%. Biotech extended its recent pullback, the XBI (3.65%) on Friday and (6.15%) on the week. Highly negative breadth on the biotech ETF, just six modest gainers. IDXX +2.4%, on the Goldman Sachs initiation, and MRNA (7.8%) bracketed the XLV. NVAX (12.2%) also lower. Shares of Moderna turned red for the week. ESMO abstracts due out Sunday evening, and the meeting is still one week away - Merck +0.5% and Moderna present next Saturday. Corporate newsflow fairly quiet on the session. Earnings calendar resumes next Wednesday with ABT, DHR, ELV, SRT3.GR and TMO; followed by ESMO Congress. Macro Market ended the week on a down note amid continued pressure on the AI trade. Eight-session SOX drop now representing a 15%+ drawdown (and now off more than 23% from June's record high). Ongoing weakness seems to be more a sign of further deterioration in sentiment rather than new AI headline flow, though past few days have seen the narrative cover a lot of familiar topics including debt/funding dynamics (neocloud CRWV has been a focus), elevated positioning, competitive landscape, capacity issues, compute demand growth, token prices, enterprise spending dynamics, and IPO delays. Big non-AI news today the firming expectations for an October Fed hold helped by Warsh's noncommittal comments Thursday night; but event merely confirmed consensus and did not provide much support (though Treasuries were a bit volatile today). Fairly quiet on the geopolitical front, though no help from higher oil (WTI back near $100/barrel, Brent briefly hit its highest since May). Trump ramped up criticism on Ukraine's Zelensky while deal for Russian diesel increasingly seen as a longshot. Notable Gainers on Friday: +25.9% IAM (Iambic Therapeutics): day two IPO (biotech) +24.4% CTY (City Therapeutics, Inc.): day one IPO (biotech) +4.6% AAPG (Ascentage Pharma): initiation +2.8% ALKS (Alkermes): reinstated buy at Truist; best performer on XBI +2.4% IDXX (IDEXX Laboratories): initiation at Goldman; best performer on XLV +2.4% VTRS (Viatris): FDA approves RYZUMVI sNDA; 52-week high Notable Decliners on Friday: -65.8% MDXH (MDxHealth): preannounce; downgraded at Craig-Hallum Capital -62.7% GUTS (Fractyl Health): trial results in weight maintenance -16.7% RXRX (Recursion Pharmaceuticals): AI weakness; worst performer on XBI -13.8% OMER (Omeros): EMA CHMP re-examination negative -13.0% GRAL (GRAIL, Inc.): follow-through -12.2% NVAX (Novavax, Inc.): vaccine weakness; on above average volume -12.0% SLS (SELLAS Life Sciences Group, Inc.): on heavy volume -11.1% EBS (Emergent BioSolutions): CFO retirement at end of year -10.0% ERAS (Erasca): COO departure effective 2-Nov -9.0% TEM (Tempus AI): AI weakness -7.8% MRNA (Moderna): vaccine weakness; on above average volume; worst performer on XLV -5.2% IRD (Opus Genetics): FDA approves RYZUMVI sNDA -5.0% OPK (Opko Health): follow-through; upgraded at Barrington -4.4% HUM (Humana): on average volume; shares down (4%) for the week -4.4% TRAX (First Tracks Biotherapeutics Inc): Leerink comments, raises price target Week in Review: Healthcare equities outperformed for the week. The S&P 500 Healthcare Index gained +3.37% vs the S&P 500 Index down (1.95%). Outperformers: Managed Care, Services, Pharma, MedTech Underperformers: Biotech Major health groups were mostly higher on the week as beneficiaries of the big market rotation and the AI selloff. The earnings calendar also kicked off for Healthcare with two bellwether names, JNJ and UNH, but results were overshadowed by macro drivers, with the hotter-than-expected CPI print, and AI-driven rotation. As for the prints themselves, results were mixed at best. UHC delivered a lead-off hit with MLR beat by 150bps. At JNJ, IM segment cleared investors hurdle with better than 7%+ sales growth, while MT sales offset. Guidance raised by just the quarterly outperformance. Large-cap drugmakers, which again includes Moderna at $87B, volatile on the week, with an eye on ESMO around the corner. Merck and Moderna will be presenting details of their melanoma vaccine next Saturday the 24th. Executives from both jointly sat down with STAT Summit this week, and MRNA President Hoge told investors that "we have a lot of exploring to do" with the cancer vaccine. Despite the pullback this week by the XBI (6.15%), two new IPO offerings successfully debuted on the Nasdaq. Twenty-seven Biotech IPOs YTD have raised more than $7.4B. Year-to-date, Healthcare +14.06% vs the S&P 500 +11.89%. Healthcare third out of eleven major sectors in CY26. Energy +52.71% and Consumer Discretionary (4.06%) bracket them all. Notable movers for the week: Gainers: LQDA +25.5% - settlement with UTHR; upgraded at LifeSci HALO +10.3% - sympathy to Takeda Ig trial results; best performer on XBI ARQT +8.4% - initiation at Cantor Fitzgerald IDXX +8.2% - initiation at Goldman Sachs; best performer on XLV CVS +7.2% - sympathy to UNH; market rotation; shares +19% YTD MDT +7.1% - completed MMED exchange; best week since May 2025 CI +7.0% - sympathy to UNH; best week since Nov 2025 MCK +7.0% - market rotation; best week since Feb 2026; shares +23% YTD CAH +6.9% - market rotation; shares +25% YTD UNH +5.8% - earnings, MLR driven beat and raise Decliners: RXRX (20.5%) - AI sell-off; largest one-week pullback since May 2025 PLSE (17.4%) - stock closed lower all five days; sympathy to JNJ; shares +224% YTD MANE (16.9%) - follows +12% prior week; shares +188% YTD SMMT (16.8%) - read-across from Akeso HK$2B offering; sell-side previews ESMO ERAS (16.5%) - COO departure; shares +260% YTD GRAL (16.2%) - AI sell-off; shares +38% YTD KOD (14.1%) - B Riley comments on FDMT relative valuation MMED (11.3%) - MDT completes exchange offer PTGX (10.4%) - sympathy to JNJ; largest one-week pullback since Oct 2025 BNTX (9.5%) - trial results in HNSCC TEM (8.8%) - AI sell-off; shares +10% YTD ILMN (5.6%) - worst performer on XLV; largest one-week pullback since Aug 2026; shares +100% YTD JNJ (2.2%) - earnings mixed, MedTech results light Week Ahead (Sat - Sun): Oct 17 - 25 Conference calendar Sat 17-Oct: UEGW 2026 (Oct 17-20) Sun 18-Oct: regular abstracts for ESMO 2026 published online (18:05ET) Tue 20-Oct: NAMS 2026 (Oct 20-24) Wed 21-Oct: ASN 2026 (Kidney Week) (Oct 21-25) Thu 22-Oct: EHDN Congress (Oct 22-24); Craig-Hallum Biotech Catalyst 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) Corporate calendar Tue 20-Oct: RCUS trial results in ccRCC (8:30ET), RGNX to review sur-vec program in wet AMD (13:00ET) Wed 21-Oct: FDMT Investor Day NYC (10:30ET) Fri 23-Oct: TNGX Investor webcast at ESMO (7:30ET) Sat 24-Oct: MRNA Investor webcast at ESMO (13:00ET) Earnings calendar Wed 21-Oct: before ABT (9:00ET), DHR (8:00ET), ELV (8:30ET), TMO (7:00ET) after MEDP (Thu at 9:00ET), MOH (Thu at 8:00ET) Thu 22-Oct: before DGX (8:30ET), ROP.SW (8:00ET), SRT3.GR (7:00ET) Regulatory calendar n/a Syndicate / IPO pricing n/a Related: AAPG, ABT, ALKS, ARQT, BNTX, CAH, CI, CTY, CVS, DGX, DHR, EBS, ELV, ERAS, FDMT, GRAL, GUTS, HALO, HUM, IAM, IDXX, ILMN, IRD, JNJ, KOD, LQDA, MANE, MCK, MDT, MDXH, MEDP, MMED, MOH, MRK, MRNA, NVAX, OMER, OPK, PLSE, PTGX, RCUS, RGNX, ROP.SW, RXRX, SLS, SMMT, SRT3.GR, TEM, TMO, TNGX, TRAX, UNH, UTHR, VTRS...(more)	show story hide story
16-Oct-2026 08:32	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Fairly quiet in terms of corporate newsflow overnight. Earnings calendar resumes next Wednesday with ABT, DHR, ELV, TMO. EMA CHMP published opinions on MAA from the October 2026 meeting. Eli Lilly wins a positive recommendation for its oral drug Foundayo; Revolution Medicines was out yesterday with their positive recommendation for Rasonque. Yesterday, Healthcare equities were broadly higher, with just four very modest decliners on the XLV. MedTech and Biotech led the moves, catalyst more sector rotation than anything Healthcare specific. XBI +2.05% took a large bite out of its weekly decline. Macro S&P futures are up +0.1% on Friday morning. AI trade still looking a bit weaker in the premarket though following a pause in the KOSPI's sharp downslide. Not a lot of AI headline flow though some focus on Anthropic's IPO plans after Reuters report some investors considering a lower valuation. A lot of attention on Fed Chair Warsh's comments overnight; while no specific guidance was expected, his noncommittal remarks helping to further solidify expectations for an FOMC hold this month (FedWatch hike odds now only ~15%). Fairly quiet on the geopolitical front. Trump ramped up criticism on Ukraine's Zelensky for continuing to target Russian energy infrastructure, said Zelensky more difficult to deal with than Putin. Pre-market trading update Trading higher +8.9% RGC shares are +30% WTD +4.0% OPK follow-through; upgraded at Barrington +3.1% AAPG initiation +2.8% EIKN initiation +2.0% ACRS on 14K shares Trading lower -48.1% GUTS trial results in weight maintenance; call at 800ET -33.7% MDXH preannounce; downgraded at Craig-Hallum Capital -4.6% EBS CFO retirement at EOY -4.3% OMER EMA CHMP re-examination EMA CHMP publishes summary of opinions for October 2026 meeting Summary here. EMA recommends six (6) new medicines for approval (including two biosimilars and one hybrid medicine), and extension of therapeutic indication for another five (5). Positive opinions for MAA include: Revolution Medicines (RVMD) Rasonque (daraxonrasib) opinion was previously announced by the company on 15-Oct Eli Lilly (LLY) Foundayo (orforglipron) Ascendis Pharma (ASND) Yuviwel (navepegritide) Orphelia Pharma (private) Kizfizo (temozolomide) - a new hybrid medicine Plus two biosimilars. Extensions of indication were recommended for: Pandemic influenza vaccine H5N1 AstraZeneca (AZN), Kyinsu (NOVO.B.DC), Talvey (JNJ), Tryngolza (SOBI.SS, IONS), and Tukysa (PFE) Outcome of re-examination: Omeros (OMER) Yartemlea (narsoplimab) - confirmed refusal of MAA Withdrawal of application: PFE Ibrance (palbociclib) - extension for maintenance treatment of mBC AZN Truqap (capivasertib) - extension for PTEN-deficient metastatic prostate cancer RX to OTC switch: Mundipharma Corp. (private) Nyxoid (naloxone) now available without a medical prescription Pharma Regulatory: ROP.SW On the PDUFA goal date, the FDA approved sBLA for Enspryng for the treatment of adults with Thyroid Eye Disease. Third medicine approved by FDA for TED, first subcutaneous formulation. (AMGN, VRDN) Research: ELAN initiated buy at Goldman Sachs (Matt Dellatorre), target is $32 or approx. 36% upside. ZTS initiated neutral at Goldman Sachs (Matt Dellatorre), target is $74 or approx. 6% downside. Biotech IPO priced: CTY City Therapeutics raised $200M when 11.1M share IPO (upsized) priced at the midpoint of the anticipated range ($17-19). Shares to begin trading on the Nasdaq today. Research: AAPG initiated outperform at William Blair (Alethia Young), target is $31 or approx. 111% upside. ALKS reinstated buy at Truist (Alex Nackenoff), target is $55 or approx. 37% upside. CYTK initiated outperform at William Blair (Alethia Young), target is $101 or approx. 58% upside. EIKN initiated buy at HC Wainwright (Sara Nik), target is $23 or approx. 205% upside. EWTX initiated outperform at William Blair (Alethia Young), target is $53 or approx. 39% upside. FTH initiated outperform at William Blair (Alethia Young), target is $66 or approx. 220% upside. IDYA initiated outperform at William Blair (Alethia Young), target is $51 or approx. 51% upside. IMNM initiated outperform at William Blair (Alethia Young), target is $35 or approx. 101% upside. KARD initiated outperform at William Blair (Alethia Young), target is $38 or approx. 174% upside. PRAX initiated overweight at JPMorgan (Tessa Romero), target is $700 or approx. 182% upside. PTCT reinstated hold at Truist (Alex Nackenoff), target is $62 or approx. 2% upside. PVLA initiated outperform at William Blair (Alethia Young), target is $266 or approx. 109% upside. RCUS initiated in initiated outperform at William Blair (Alethia Young), target is $50 or approx. 119% upside. RVMD initiated outperform at William Blair (Alethia Young), target is $226 or approx. 19% upside. RYTM initiated outperform at William Blair (Alethia Young), target is $206 or approx. 134% upside. TNGX initiated initiated outperform at William Blair (Alethia Young), target is $42 or approx. 85% upside. WVE initiated outperform at William Blair (Alethia Young), target is $8.37 or approx. 162% upside. Life Science & MedTech Regulatory: EW published an 'early alert' on the recall of SAPIEN M3 Commander delivery system. Company sent customers a letter on 5-Oct-2026. Company has reported one death and one serious injury associated with this issue. Quick take: Leerink Partners (outperform rated) says the death and injury are concerning, however the recall is limited to four lots of product - not with the product design - thus expects limited financial impact. Privately-held Sequel Med Tech (0Z0LZT-E) announced that FDA has cleared twiist for adults with Type 2 Diabetes. Compatible with CGMs from ABT and SENS. Follows launch in T1D in March 2026. Research: IDXX initiated buy at Goldman Sachs (Matt Dellatorre), target is $740 or approx. 35% upside. IRTC initiated overweight at Piper Sandler (Adam Maeder), target is $160 or approx. 46% upside. PRCT transferred overweight, rating unchanged, at Piper Sandler (Adam Maeder), target is $25 or approx. 38% upside. Services & Hospitals Research: OPK upgraded to outperform from market perform at Barrington Research (Michael Petusky), sees upside to the BioReference divestment announced yesterday. Target is $2.25 or approx. 40% upside. (FactSet average PT $5; range $3-9) CON initiated buy at Jefferies (Jack Slevin), target is $47 or approx. 20% upside. On Deck: Regulatory on Sat 17-Oct: IRD / VTRS FDA PDUFA for Ryzumvi sNDA for presbyopia Conference on Sat 17-Oct: UEGW 2026 (Oct 17-20) on Sun 18-Oct: ESMO 2026 regular abstracts published online (18:05ET) Peek Ahead to next week Oct 19 - 25 Earnings: ABT, DGX, DHR, ELV, MEDP, MOH, SRT3.GR, TMO Investor event: RCUS (Oct 20, 8:30ET), RGNX (Oct 20, 13:00ET), FDMT (Oct 21, 10:30ET) Conference: NAMS 2026 (Oct 20-24), Craig-Hallum Biotech Catalyst Conference (Oct 22), ESMO 2026 (Oct 23-27) LBAs for ESMO published at 18:05ET on Oct 22-25, and at 19:05ET on Oct 26 (clock change CEST->CET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: AAPG, ABT, ACRS, ALKS, AMGN, ASND, AZN, CON, CTY, CYTK, DGX, DHR, EBS, EIKN, ELAN, ELV, EW, EWTX, FDMT, FTH, GUTS, IDXX, IDYA, IMNM, IONS, IRD, IRTC, JNJ, KARD, LLY, MDXH, MEDP, MOH, NOVO.B.DC, OMER, OPK, PFE, PRAX, PRCT, PTCT, PVLA, RCUS, RGC, RGNX, ROP.SW, RVMD, RYTM, SENS, SOBI.SS, SRT3.GR, TMO, TNGX, VRDN, VTRS, WVE, ZTS, 0Z0LZT-E...(more)	show story hide story
15-Oct-2026 16:51	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished broadly higher on Thursday. Just four very modest decliners on the XLV. VEEV +5.3% and MRK (1.5%) bracketed the XLV. Healthcare +1.84% vs S&P 500 +0.33%. All major health groups higher by around +2% on the averages. MedTech and Biotech led the moves, catalyst more sector rotation than anything Healthcare specific. XBI +2.05% took a large bite out of its weekly decline. MRNA +4.5% and MRK shared the stage at the STAT Summit on Thursday, and talked about the personalized cancer vaccine. Diabetes Tech group fared much better today; DXCM +5.1% saw the NEJM publish landmark trial data for non-insulin treated T2D patients. Analysts see clearing pathway to broader uptake and reimbursement. Elsewhere fairly quiet in terms of sector news. LH +2.4% plucked BioReference Labs, and blood test for prostate cancer, from OPK +17.5% in a deal valued at up to $875M including earnouts. One small pocket of weakness: startup MCOs down around (2%) each, with large-cap peers all green and about 350 bps better on the average. Day One of Open Enrollment for Medicare plans. Another biotech IPO successfully priced. NVDIA-backed Iambic Therapeutics raised $150M ahead of its Nasdaq debut. Shares of IAM (3%) on the debut. Yesterday, Healthcare equities were broadly higher. UNH +4.8% and PODD (3.0%) bracketed the XLV. Most major health groups ended higher on the averages; Biotech and MedTech essentially flat. XBI (0.02%) still looking for a catalyst to climb out of the >(4%) WTD hole. Defensive groups outperformed on the macro drivers and rotation. Macro Rotation again the major theme. Big Treasury rally today in a safe-haven trade; note consensus still for an October Fed hold despite today's hotter core PPI reading. More defensive pockets including staples and healthcare also saw big gains today. Came alongside continued weakness in the AI trade though some BTD cushion for select semi/memory names. Today's AI headlines largely continued the ongoing narrative of concern around growth durability and debt/ROI dynamics; TSM earnings saw strong AI demand trends but investors were seemingly looking for bigger guidance bump. Today's round of super-regional bank earnings better received than the moneycenters', though broad financial sector pared losses from earlier in the week. Not a lot of focus on geopolitics though oil was stronger after Ukraine's Zelenskyy said strikes on Russian refineries would resume; attacks on ships in Strait of Hormuz also continuing at elevated levels. Notable Gainers +19.7% VSTM (Verastem): best performer on XBI; trial results by China partner +18.2% IAM (Iambic Therapeutics): day one IPO (biotech) +17.5% OPK (Opko Health): agreement to sell BioReference Labs to Labcorp +17.4% RGC (Regencell Bioscience Holdings): on unusual volume; shares +43% WTD +15.3% PRME (Prime Medicine): second-best on XBI; shares remain (10%) WTD +11.2% RXRX (Recursion Pharma.): secondary offering priced; clinical and partnership updates +11.1% ANL (Adlai Nortye): announces clinical collaborations with MRK and LLY +10.2% ARQT (Arcutis Biotherapeutics): initiation +8.6% COAG (Hemab Therapeutics): initiation +7.5% VKTX (Viking Therapeutics): initiation +7.1% MMED (MiniMed Group): sympathy to DXCM; shares were (9%) yesterday +6.6% FTRE (Fortrea Holdings): upgraded at Deutsche Bank +5.3% VEEV (Veeva Systems): best performer on XLV +5.1% DXCM (Dexcom): publication of data in NEJM; second-best on XLV +4.7% DVA (DaVita): on average volume +4.6% COO (The Cooper Cos.): on below average volume +4.5% MRNA (Moderna): panel at STAT Summit with MRK; shares were +5% yesterday +4.5% VTRS (Viatris): on average volume +4.4% ELAN (Elanco Animal Health): on above average volume +4.2% ZTS (Zoetis): on average volume +4.1% SYK (Stryker): on average volume +3.6% PODD (Insulet): sympathy to DXCM; shares were (3%) yesterday +3.5% LLY (Eli Lilly): on above average volume; shares were +4% yesterday +3.4% ALGN (Align Technology): downgraded at Baird +3.0% NVST (Envista Holdings): downgraded at Baird +2.9% AZN (AstraZeneca): discovery collaboration with insitro an AI therapeutics company Notable Decliners -4.5% SLS (SELLAS Life Sciences Group, Inc.): shares remain +201% YTD -4.3% CABA (Cabaletta Bio): worst performer on XBI; stock lower for eighth straight day; six straight weeks; shares (20%) WTD -3.7% ORKA (Oruka Therapeutics): shares lower 8 of last 9 days; still +144% YTD -3.4% PCVX (Vaxcyte): shares remain +15% MTD -3.0% GRAL (GRAIL, Inc.): shares remain +58% YTD -2.5% TWST (Twist Bioscience): on above avg volume; shares (10%) WTD -1.6% PLSE (Pulse Biosciences): follow-through, shares (15%) WTD -1.5% MRK (Merck): worst performer on XLV; panel at STAT Summit with MRNA -1.4% ILMN (Illumina): on average volume; one of four decliners on XLV Diabetes Tech stocks rebound with CGM data published in NEJM DXCM announced that NEJM published results from the landmark CONNECT trial in non-insulin treated Type 2 Diabetes (T2 NIT). Observed benefits include those taking GLP-1s. Quick take: Wells Fargo sees this boosting CGM usage for T2 NIT patients and probability of CMS coverage by mid-2027. OPKO Health higher on deal with Labcorp OPK and LH announced an agreement for Labcorp to acquire select assets of BioReference Health LLC from Opko Health for $722M in cash at closing, plus up to $150M in earnouts. Transaction includes the laboratory testing business and the proprietary 4Kscore Test, an FDA-approved blood test for detecting prostate cancer. Nvidia-backed Iambic Therapeutics IPO priced IAM Iambic Therapeutics raised $150M when 9.4M share IPO priced at the midpoint of the anticipated range ($15-17). Shares to begin trading on the Nasdaq today. FDA decision near for Roche's Enspryng sBLA in Thyroid Eye Disease Enspryng sBLA under priority review at FDA; PDUFA is 15-Oct-2026. Enspryng (ROP.SW) could become the third FDA approved treatment for TED, after Tepezza (AMGN) and Lumvoa (VRDN), and the first subcutaneous treatment for TED. Amgen are still developing subcutaneous Tepezza; topline ph3 results were announced in April 2026. Viridian expects to submit an FDA application for elegrobart (SC) in TED early next year. Notable research in Healthcare today Biotech: ALNY assumed buy at UBS (Joon Lee), target is $354 or approx. 58% upside. ARWR assumed buy at UBS (Joon Lee), target is $109 or approx. 87% upside. ARQT initiated overweight at Cantor Fitzgerald (Steve Seedhouse), target is $48 or approx. 82% upside. ASND assumed buy at UBS (Joon Lee), target is $269 or approx. 19% upside. BBIO assumed buy at UBS (Joon Lee), target is $92 or approx. 42% upside. BMRN assumed buy at UBS (Joon Lee), target is $88 or approx. 60% upside. COAG initiated overweight at JPMorgan (Joyce Zhou), target is $70 or approx. 134% upside. CRSP initiated neutral at UBS (Joon Lee), target is $52 or approx. 4% upside. DRUG initiated outperform at Wolfe Research (Rudy Li), target is $150 or approx. 196% upside. ELOX initiated overweight at Cantor Fitzgerald (Yanni Souroutzidis) FTH initiated outperform at LifeSci Capital (Oliver McCammon), target is $40 or approx. 100% upside. HRMY initiated buy at Ladenburg Thalmann, target is $55 or approx. 47% upside. IONS assumed buy, vs prior neutral (upgrade), at UBS (Joon Lee), target is $88 or approx. 106% upside. OVID initiated outperform at Wolfe Research (Rudy Li), target is $5 or approx. 128% upside. PRAX initiated buy at UBS (Joon Lee), target is $706 or approx. 195% upside. PTCT assumed buy at UBS (Joon Lee), target is $90 or approx. 51% upside. QURE assumed buy at UBS (Joon Lee), target is $48 or approx. 129% upside. RAPP initiated outperform at Wolfe Research (Rudy Li), target is $50 or approx. 76% upside. RAPP initiated buy at UBS (Joon Lee), target is $71 or approx. 151% upside. RARE initiated neutral at UBS (Joon Lee), target is $16 or approx. 7% upside. REGN assumed buy, vs prior neutral (upgrade), at UBS (Joon Lee), target is $978 or approx. 26% upside. SLDB initiated buy at UBS (Joon Lee), target is $20 or approx. 266% upside. VKTX initiated buy at UBS (Joon Lee), target is $94 or approx. 269% upside. WVE initiated buy at UBS (Joon Lee), target is $11 or approx. 256% upside. MedTech: ALGN downgraded to neutral from outperform at Baird (Jeff Johnson), target cut to $162 from $218 or approx. 12% upside. (FactSet average PT $194; range $155-235) FTRE upgraded to buy from hold at Deutsche Bank (Justin Bowers), target increased to $25 from $20 or approx. 17% upside. (FactSet average PT $22; range $16-26) NVST downgraded to neutral from outperform at Baird (Jeff Johnson), target cut to $26 from $34 or approx. 14% upside. (FactSet average PT $29; range $23-34) ESTA initiated buy at Stifel (Joseph Federico), target is $85 or approx. 47% upside. (FactSet average PT $102; range $92-117) SGHT initiated buy at HC Wainwright (Yi Chen), target is $14 or approx. 70% upside. (FactSet average PT $9; range $8-12) TMO initiated buy at Guggenheim Securities (Subbu Nambi), target is $740 or approx. 10% upside. (FactSet average PT $694; range $575-800) On Deck: Regulatory ROP.SW FDA PDUFA today for Enspryng sBLA for TED on Fri 16-Oct: EMA CHMP opinions for MAA (October 2026) on Sat 17-Oct: IRD / VTRS FDA PDUFA for Ryzumvi sNDA for presbyopia Syndicate / potential IPO pricing Thu 15-Oct (post-close): +CTY City Therapeutics Conference on Sat 17-Oct: UEGW 2026 (Oct 17-20) on Sun 18-Oct: ESMO 2026 regular abstracts published online (18:05ET) Peek Ahead to next week Oct 19 - 25 Earnings: ABT, DGX, DHR, ELV, MEDP, MOH, SRT3.GR, TMO Investor event: RCUS (Oct 20, 8:30ET), RGNX (Oct 20, 13:00ET), FDMT (Oct 21, 10:30ET) Conference: NAMS 2026 (Oct 20-24), ESMO 2026 (Oct 23-27) LBAs for ESMO published at 18:05ET on Oct 22-25, and at 19:05ET on Oct 26 (clock change CEST->CET) StreetAccount Healthcare Reads Merck and Moderna have 'lot of exploring to do' after initial cancer vaccine success (15-Oct) STAT News What It Means for RFK Jr.'s Vaccine Panel to Be MIA During a Measles Outbreak (15-Oct) Washington Sun Individual Market Enrollment Continues to Fall Through Mid-2026 (14-Oct) KFF.org FDA Director of OGD Steps Down Amid 'Political Pressure,' Admin Burden (14-Oct) Pink Sheet Helen Branswell, whose reporting on infectious diseases and public health drew acclaim, dies at 69 (13-Oct) STAT News This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABT, ALGN, ALNY, AMGN, ANL, ARQT, ARWR, ASND, AZN, BBIO, BMRN, CABA, COAG, COO, CRSP, DGX, DHR, DRUG, DVA, DXCM, ELAN, ELOX, ELV, ESTA, FDMT, FTH, FTRE, GRAL, HALO, HRMY, IAM, ILMN, IONS, IRD, LH, LLY, MEDP, MMED, MOH, MRK, MRNA, NVST, OPK, ORKA, OVID, PCVX, PLSE, PODD, PRAX, PRME, PTCT, QURE, RAPP, RARE, RCUS, REGN, RGC, RGNX, ROP.SW, RXRX, SGHT, SLDB, SLS, SRT3.GR, SYK, TMO, TWST, VEEV, VKTX, VRDN, VSTM, VTRS, WVE, ZTS, +CTY...(more)	show story hide story
15-Oct-2026 08:43	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Fairly quiet in terms of sector news overnight. Labcorp plucks BioReference Labs, and blood test for prostate cancer, from Opko Health in a deal valued at up to $875M including earnouts. Shares of OPK +24% in the pre-market. Another biotech IPO successfully priced. NVDIA-backed Iambic Therapeutics raised $150M ahead of its Nasdaq debut. Yesterday, Healthcare equities were broadly higher. UNH +4.8% and PODD (3.0%) bracketed the XLV. Most major health groups ended higher on the averages; Biotech and MedTech essentially flat. XBI (0.02%) still looking for a catalyst to climb out of the >(4%) WTD hole. Defensive groups outperformed on the macro drivers and rotation. Macro S&P futures are down (0.3%) on Thursday morning, and Nasdaq down (1.2%). Tech selloff again the big story as semis, memory, neoclouds, and AI infrastructure pacing for another sharp decline, following steep selloff across South Korea's memory-linked names overnight. Anthropic told investors its Q3 revenue hit $16.8B, and is cash flow positive, though added to concerns that hockey-stick growth trends may be flattening out. Similar to Wednesday's ASML update, TSM earnings also weighing on sentiment. AI demand trends remain strong, but investors seemingly looking for bigger guidance bump, while AI-linked buildout pressuring margins. Treasuries rallying again as a safe haven trade; 10Y yield down another ~10 bp to lowest level in over three weeks. Market pricing 28 bp of hikes through year-end, now only ~3 bp above level before yesterday's hotter September core CPI print. Elsewhere, oil erased earlier declines as Ukraine's Zelenskyy said strikes on Russian refineries would resume, while attacks on ships in Strait of Hormuz continue at elevated levels. Pre-market trading update Trading higher +24.1% OPK agreement to sell BioReference Labs to Labcorp +4.0% FTRE upgraded at Deutsche Bank +2.9% AZN discovery collaboration with insitro an AI therapeutics company +2.4% DXCM publication of data in NEJM +2.3% IBRX follow-through on FDA approval +1.4% REGN assumed/upgraded at UBS Trading lowr -9.1% RXRX secondary offering priced -5.3% TEM on 158K shares -4.8% TWST on 21K shares -4.3% TXG on 25K shares -1.2% ALGN downgraded at Baird -1.1% NVST downgraded at Baird Biotech Regulatory: IBRX issued a press release on the previously reported FDA approval of Anktiva sBLA in NMIBC. IPO priced IAM Iambic Therapeutics raised $150M when 9.4M share IPO priced at the midpoint of the anticipated range ($15-17). Shares to begin trading on the Nasdaq today. Research: ALNY assumed buy at UBS (Joon Lee), target is $354 or approx. 58% upside. ARWR assumed buy at UBS (Joon Lee), target is $109 or approx. 87% upside. ARQT initiated overweight at Cantor Fitzgerald (Steve Seedhouse), target is $48 or approx. 82% upside. ASND assumed buy at UBS (Joon Lee), target is $269 or approx. 19% upside. BBIO assumed buy at UBS (Joon Lee), target is $92 or approx. 42% upside. BMRN assumed buy at UBS (Joon Lee), target is $88 or approx. 60% upside. COAG initiated overweight at JPMorgan (Joyce Zhou), target is $70 or approx. 134% upside. CRSP initiated neutral at UBS (Joon Lee), target is $52 or approx. 4% upside. DRUG initiated outperform at Wolfe Research (Rudy Li), target is $150 or approx. 196% upside. ELOX initiated overweight at Cantor Fitzgerald (Yanni Souroutzidis) OVID initiated outperform at Wolfe Research (Rudy Li), target is $5 or approx. 128% upside. IONS assumed buy, vs prior neutral (upgrade), at UBS (Joon Lee), target is $88 or approx. 106% upside. PRAX initiated buy at UBS (Joon Lee), target is $706 or approx. 195% upside. PTCT assumed buy at UBS (Joon Lee), target is $90 or approx. 51% upside. QURE assumed buy at UBS (Joon Lee), target is $48 or approx. 129% upside. RAPP initiated outperform at Wolfe Research (Rudy Li), target is $50 or approx. 76% upside. RAPP initiated buy at UBS (Joon Lee), target is $71 or approx. 151% upside. RARE initiated neutral at UBS (Joon Lee), target is $16 or approx. 7% upside. REGN assumed buy, vs prior neutral (upgrade), at UBS (Joon Lee), target is $978 or approx. 26% upside. SLDB initiated buy at UBS (Joon Lee), target is $20 or approx. 266% upside. VKTX initiated buy at UBS (Joon Lee), target is $94 or approx. 269% upside. WVE initiated buy at UBS (Joon Lee), target is $11 or approx. 256% upside. Life Science & MedTech Publication: DXCM announced that NEJM published results from the landmark CONNECT trial in non-insulin treated Type 2 Diabetes (T2 NIT). Observed benefits include those taking GLP-1s. Quick take: Wells Fargo sees this boosting CGM usage for T2 NIT patients and probability of CMS coverage by mid-2027. Research: ALGN downgraded to neutral from outperform at Baird (Jeff Johnson), target cut to $162 from $218 or approx. 12% upside. (FactSet average PT $194; range $155-235) FTRE upgraded to buy from hold at Deutsche Bank (Justin Bowers), target increased to $25 from $20 or approx. 17% upside. (FactSet average PT $22; range $16-26) NVST downgraded to neutral from outperform at Baird (Jeff Johnson), target cut to $26 from $34 or approx. 14% upside. (FactSet average PT $29; range $23-34) ESTA initiated buy at Stifel (Joseph Federico), target is $85 or approx. 47% upside. (FactSet average PT $102; range $92-117) SGHT initiated buy at HC Wainwright (Yi Chen), target is $14 or approx. 70% upside. (FactSet average PT $9; range $8-12) TMO initiated buy at Guggenheim Securities (Subbu Nambi), target is $740 or approx. 10% upside. (FactSet average PT $694; range $575-800) Services & Hospitals M&A: OPK and LH announced an agreement for Labcorp to acquire select assets of BioReference Health LLC from Opko Health for $722M in cash at closing, plus up to $150M in earnouts. Transaction includes the laboratory testing business and the proprietary 4Kscore Test, an FDA-approved blood test for detecting prostate cancer. On Deck: Regulatory (cont.): EMA CHMP monthly meeting (Oct 12-15); opinions for MAA on Friday ROP.SW FDA PDUFA today for Enspryng sBLA for TED on Sat 17-Oct: IRD / VTRS FDA PDUFA for Ryzumvi sNDA for presbyopia Conference on Sat 17-Oct: UEGW 2026 (Oct 17-20) on Sun 18-Oct: ESMO 2026 regular abstracts published online (18:05ET) Syndicate calendar / potential IPO pricing Thu 15-Oct (post-close): +CTY City Therapeutics Peek Ahead to next week Oct 19 - 25 Earnings: ABT, DGX, DHR, ELV, MEDP, MOH, SRT3.GR, TMO Investor event: RCUS (Oct 20, 8:30ET), RGNX (Oct 20, 13:00ET), FDMT (Oct 21, 10:30ET) Conference: NAMS 2026 (Oct 20-24), ESMO 2026 (Oct 23-27) LBAs for ESMO published at 18:05ET on Oct 22-25, and at 19:05ET on Oct 26 (clock change CEST->CET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABT, ALGN, ALNY, ARQT, ARWR, ASND, AZN, BBIO, BMRN, COAG, CRSP, DGX, DRUG, DXCM, ELOX, ELV, ESTA, FDMT, FTRE, IAM, IBRX, IONS, IRD, LH, MEDP, MOH, NVST, OPK, OVID, PRAX, PTCT, QURE, RAPP, RARE, RCUS, REGN, RGNX, ROP.SW, RXRX, SGHT, SLDB, SRT3.GR, TEM, TMO, TWST, TXG, VKTX, VTRS, WVE, +CTY, +IAM...(more)	show story hide story
01-Oct-2026 08:57	DGX Quest Diagnostics notes study on Haystack MRD published in The Journal of Molecular Diagnostics ($233.07) The study evaluated the clinical performance of the commercially available Haystack MRD test by retrospectively testing residual specimens from patients enrolled in the DYNAMIC and DYNAMIC-III trials, which evaluated the use of ctDNA-based MRD results (generated with an earlier version of the Haystack MRD technology) to guide chemotherapy decisions in stage II and III colorectal cancer. In this cohort, Haystack MRD results were highly associated with recurrence, demonstrating 100% sensitivity and 100% specificity at 3-year follow-up and 83.3% sensitivity and 100% specificity at 5-year follow-up. Haystack MRD also substantially outperformed carcinoembryonic antigen (CEA), a standard blood-based biomarker, detecting recurrence with 88.9% sensitivity versus 11.1% for CEA (median follow-up 60 months). In addition, the study examined a real-world clinical cohort from an Early Experience program in which Haystack MRD detected ctDNA across 27 solid tumor types, including at ultra-low concentrations, with 42% of positive results below 0.5 mean ctDNA molecules/mL. Reference Link: Press release	show story hide story
29-Sep-2026 16:52	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mostly lower on Tuesday. Decliners beat advancers by more than 2:1 on the XLV, with breadth markedly improved by the close. Healthcare (0.32%) vs S&P 500 (0.17%). Most major health groups ended red for the session, although declines moderated in the afternoon session, and the XBI +0.13% edged out small gain overall, despite the ETF's headwind from QURE (37.3%) on today's updated clinical data in Huntington's. No real change to the narrative, although some noted a shift in rate hike expectations. MRNA +3.1% and MDT (2.7%) bracketed the XLV, but in general the moves were more modest. IOVA +31.5% was the other end of the spectrum for the XBI, with an upgrade of guidance for the Amtagvi sales outlook. Managed Care traded lightly mixed to inline after CMS last night published its landscape file for Medicare Advantage ahead of OE 2027. Investors are peering more than one week ahead for Stars ratings, expected by 8-Oct. Back to biopharma, SMMT +5.9% traded with a boost of confidence, and of the coffers, as AstraZeneca made a $2B investment in its bispecific challenger to Keytruda. Yesterday, Healthcare equities were mixed yet outperformed the wider tape. Biggest story was in the wet AMD treatment space where SMID-cap biotech Kodiak Sciences delivered a challenger to Regeneron's Eylea, pressuring the large-cap and other hopefuls in the field. Macro No big directional influences in play today. Still a lot of focus on bond yield backup, though several moving pieces there as well. Long end saw further upward pressure today while short end found some reprieve. Some focus on comments from Fed's Williams about no need for urgency to act on rates as it waits for more data. Consumer confidence and JOLTS job openings data also came in softer. October tightening odds fell to ~50%. Oil weaker despite anything particularly incremental on the diplomacy front (much quieter day of Middle East headlines). AI trade largely outperformed with semis (particularly semicap equipment) the standouts. Busy day of AI headlines with initial focus on report of Anthropic IPO details (though nothing really stood out) and OpenAI decision to scrap planned October release of GPT-6.1 Astra, citing deception and control issues. OpenAI stayed in the headlines as the day progressed with reports ARR nearing $70B, seeking $1.4T valuation in latest funding round, and DevDay updates including Dots agentic AI assistant (which seemed to underwhelm and provide renewed support for META). Notable Gainers +31.5% IOVA (Iovance Biotherapeutics): raises FY26 revenue guidance for AMTAGVI; best performer on XBI +23.0% NAUT (Nautilus Biotechnology): initiation +13.8% ALDX (Aldeyra Therapeutics): regulatory update on reproxalap +7.5% STAA (STAAR Surgical): upgraded at Stifel +6.5% ABCL (AbCellera Biologics): initiation +5.9% SMMT (Summit Therapeutics): $2B investment by AstraZeneca +3.6% TWST (Twist Bioscience): Leerink comments on Roche I-Day readthrough +3.1% MRNA (Moderna): on light volume; best performer on XLV +3.0% HNGE (Hinge Health, Inc.): reinstated at BofA +3.0% GRAL (GRAIL, Inc.): on avg volume; shares +69% since FDA briefing documents / advisory committee Notable Decliners -37.3% QURE (uniQure NV): updated data from phase 1/2 studies; worst performer on XBI -31.0% BYSI (BeyondSpring): divests China portion of plinabulin program -23.1% CLPT (Clearpoint Neuro): sympathy to QURE -11.8% WGS (GeneDx Holdings): on above average volume -10.5% IVVD (Invivyd): trial results in COVID-19 -9.7% CTNM (Contineum Therapeutics): sympathy to BMY (LPA1) -8.1% IMMX (Immix Biopharma): updated interim data; secondary offering -7.2% NEOG (Neogen): FDA warning letter following product quality defect -4.0% AXSM (Axsome Therapeutics): on above average volume -3.0% FMS (Fresenius Medical Care): downgraded at Berenberg -2.7% MDT (Medtronic): on 2X avg volume; worst performer on the XLV -2.4% DGX (Quest Diagnostics): on above avg volume; second-worst on XLV -1.6% JNJ (Johnson & Johnson): on light volume -1.6% BMY (Bristol Myers Squibb): Wells Fargo comments on safety signals in LPA1 program Trial results in SMID-cap biotech QURE announced four-year data from its ongoing phase 1/2 studies of AMT-130 for Huntington's Disease, with data cutoff 30-Jun. For the primary endpoint at 48 months, cUHDRS showed a 44% slowing of disease progression compared to the updated external control and did not reach statistical significance (p=0.144). Three-year data remain robust, cUHDRS showing 80% slowing of disease progression. (CLPT) Slide deck here IMMX announced an interim update to NEXICART-2 study evaluating NXC-201 in r/r AL Amyloidosis, including 89% CR rate (40/45). Company also announced an equity raise of $125M on the update. Summit Therapeutics fills the coffers in deal with AstraZeneca SMMT AstraZeneca (AZN.LN) announced an agreement to invest $2B in newly issued equity in Summit Therapeutics to accelerate development of bispecific antibody ivonescimab in combination with ADCs across tumor types. The agreement also includes a clinical collaboration to evaluate AstraZeneca's CLDN18.2-targeting ADC Sone-Ve in combo with ivonescimab. Each company retains rights to their medicine. Novo licenses oral, dual agonist for obesity from Jiangsu Hengrui Pharma NOVO.B.DC (NVO) has in-licensed global rights (ex-China) for an oral GLP1/GIP dual agonist from Jiangsu Hengrui Pharma (600276.CH). Novo paying $300M upfront and total consideration of up to $2.6B for rights to HRS-1596. StreetAccount notes that Kailera Therapeutics (KLRA) is developing a separate portfolio of metabolic drug candidates originated by Jiangsu Hengrui Pharma. Bristol Myers Squibb trading lower; Wells Fargo comments on liver safety disclosures with LPA1 BMY traded sharply lower and finished down (1.6%) late on Tuesday afternoon. Wells Fargo analyst Mohit Bansal writes that they have unearthed new liver safety disclosures in the phase 3 trials of admilparant. Firm believes it remains too soon to determine if the signals are commercially limiting, or more manageable. StreetAccount notes that Contineum Therapeutics (CTNM) also closed sharply lower, down (9.7%) on the session, the company is developing a LPA1 receptor antagonist called PIPE-791. Notable research in Healthcare today Pharma: RDY upgraded to buy from sell at Citi (Vivek Agrawal), notes optimism around North American recovery. Target increased to INR1450 from INR1040 or approx. 16% upside. (FactSet average PT INR1262; range INR1039-1740) Biotech: RZLT upgraded to buy from hold at Craig-Hallum Capital (Albert Lowe), citing optimism around topline data from ersodetug's phase 3 trial. Target is $7 or approx. 67% upside. (FactSet average PT $9; range $6-11) ABCL initiated overweight at JPMorgan, target is $17 or approx. 22% upside. (FactSet average PT $17; range $9-30) NAUT initiated buy at Roth Capital (Max Masucci), target is $3.50 or approx. 215% upside. QTTB initiated buy at Clear Street (Kaveri Pohlman), target is $38 or approx. 312% upside. MedTech: STAA upgraded to buy from hold at Stifel (Tom Stephan), citing factors including valuation. Target increased to $31 from $28 or approx. 49% upside. (FactSet average PT $28; range $19-37) HNGE reinstated buy at BofA (Tomer Zilberman), target is $110 or approx. 19% upside. (FactSet average PT $108; range $90-140) ADPT initiated buy at Goldman Sachs (Evie Koslosky), target is $35 or approx. 23% upside. (FactSet average PT $26; range $21-34) APYX initiated buy at Maxim Group (Anthony Vendetti), target is $6 or approx. 140% upside. (FactSet average PT $7; range $6-8) BFLY initiated outperform at Evercore ISI (Daniel Markowitz), target is $15 or approx. 64% upside. (FactSet average PT $10; range $10-11) RPID initiated buy at Roth Capital (Max Masucci), target is $3 or approx. 173% upside. (FactSet average PT $6; range $3-8) Services: FME.GR (FMS) downgraded to hold from buy at Berenberg in a transfer of coverage to analyst Harry Gillis. Target cut to €42 from €60 or approx. 4% upside. (FactSet average PT €41; range €30-64) Post-close news Research: ACHV initiated buy at Stifel (James Condulis), target is $18 or approx. 134% 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. Wells Fargo dropping coverage of nineteen (19) large-cap Diagnostics and Life Sciences Tools, citing analyst change. (A, BLLN, GH, NTRA, WAT, others) 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) EADV Congress 2026 (Sep 30 - Oct 3) on Thu 1-Oct: UBS Virtual Oncology Day (Oct 1) Corporate DYN to present phase 1/2 data from the ACHIEVE trial in DM1 at WMS tonight (23:30ET) CI Investor Day (8:30ET) LLY to present new data on Foundayo, retatrutide, and eloraTZP at EASD 2026 Regulatory BMY FDA PDUFA tomorrow for Camzyos sNDA for adolescents with symptomatic obstructive HCM StreetAccount Healthcare Reads Lundbeck has expressed interest in buying Xeris Biopharma (29-Sep) Bloomberg Eric Cantor, former House leader, named PhRMA president and CEO (29-Sep) Axios Oura delays $2.2B IPO, citing uncertainty in market (29-Sep) San Francisco Business Times US CDC confirms two measles-related deaths in 2026, does not disclose state (29-Sep) Reuters What if ADHD Isn't About Attention at All? (29-Sep) NY Times She's spent two decades talking to parents who don't vaccinate their children. Here's what she's learned (29-Sep) STAT News US House Democratic Women's Caucus press health secretary on estrogen patch shortages (29-Sep) Reuters This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 600276.CH, A, ABCL, ACHV, ADPT, ALDX, APYX, AXSM, AZN.LN, BFLY, BLLN, BMY, BYSI, CI, CLPT, CTNM, DGX, DYN, FME.GR, FMS, GH, GRAL, HLUN.B.DC, HNGE, IMMX, IOVA, IVVD, JNJ, KLRA, KNSA, LLY, MDT, MRNA, NAUT, NEOG, NOVO.B.DC, NTRA, QTTB, QURE, RDY, RPID, RZLT, SMMT, STAA, STRO, TWST, WAT, WGS, XERS, XNCR, ZNTL, +OURA...(more)	show story hide story
24-Sep-2026 08:45	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Trial results in Alzheimer's Disease Psychosis highlight the biotech newsflow. ACADIA Pharmaceuticals announced that its RADIANT study missed on the primary endpoint. Company removing the lower 30mg dosage arm, and amending the ongoing trials. Shares of ACAD (5%) in the pre-market. Post-close on Wednesday, an FDA advisory committee voted in support of the Galleri MCED test. Shares of GRAL resumed trading higher by as much as +10%, currently down (8%) in the pre-market. Today, Senator Cassidy and the Senate HELP Committee hold hearing on the FDA Commissioner nomination (10:30ET). Yesterday, Healthcare equities finished broadly lower and roughly inline overall. Biotech group an outlier with XBI (4.12%) - worst one-day decline since 2-Jun-2026. Just five modest gainers on the Biotech ETF, which erased all weekly gains and more. Sector newsflow remained very quiet. No specific catalyst identified for the pullback, but rate worries a plausible excuse. An FDA advisory committee for Galleri test for MCED raised questions about efficacy. Shares of GRAL halted throughout the day. Macro S&P futures are down (0.6%) on Thursday morning. Bond yield backup still the big story (though yields off worst levels). Market now pricing in a 70%+ probability of another Fed tightening in October and just over 35 bp of rate hikes through end of the year. Usual suspects in play though some heightened focus on growth vs inflation. Spike in bond vol another area of scrutiny, along with adverse spillover effects for small caps. US-China trade truce extended by just two months and no additional details heading into Trump-Xi meeting today. Oil higher for a second straight session as lack of diplomatic traction at UN seems to be overshadowing latest headlines about Saudi efforts to boost shipments through SoH. AI headlines have revolved around the hardware announcements at the META Connect event, agentic proliferation moving pieces/debates, recent surge in discounting for AI products (AMZN latest), higher financing costs (SoftBank) and build-out as biggest economic bet in US history. Pre-market trading update Trading higher +69.3% SRZN small-cap biotech; read-through from MRK trial results +10.9% KYTX trial results in gMG; call at 8ET +6.5% ARCT trial results in OTC deficiency; upgraded at Citi in reaction +1.0% NKTR on light volume; shares (14%) WTD amid litigation Trading lower -12.9% VKTX secondary offerings (common stock and convertible notes) -8.1% GRAL resumed following FDA panel votes on Galleri PMA -5.2% ACAD trail results in Alzheimer's Disease Psychosis (ADP) -2.1% MRNA shares are up +18% WTD -2.0% UTHR initiation at Goldman Sachs -1.7% SGMT resumed sell at Goldman Sachs Pharma Trial results: MRK announced topline results from the pivotal phase 2b/3 BRUNELLO trial evaluating remigromig in adults with DME. Study demonstrated non-inferiority to active control ranibizumab (Lucentis, ROP.SW) in BCVA at week 52. Read-across to SRZN which is developing Wnt pathway antibodies for DME and other retinal disease. Biotech Trial results: ACAD announced topline results from the phase 3 RADIANT study evaluating remlifanserin for the treatment of Alzheimer's Disease Psychosis (ADP). Study demonstrated evidence of dose effect - with 60mg once daily. Narrowly missed the primary endpoint. Company implementing protocol amendments, including dropping the 30mg dosage arm, and the phase 3 studies will continue. Detailed data will be presented at CTAD in November. Conf. call at 8:00ET KYTX announced topline results from KYSA-8 (one-year data) in stiff person syndrome, and longer-term data from the phase 2 portion of KYSA-6, a registrational study for miv-cel in gMG. CEO comments: "The durable clinical responses achieved in SPS and gMG, combined with a consistently favorable safety profile, set a new benchmark for autoimmune CAR T and reinforce miv-cel's potential best-in-class profile and ability to transform the treatment landscape across neurologic autoimmune diseases." Conf. call at 8:00ET ARCT announced interim phase 2 results from study of ARCT-810 in ornithine transcarbamylase (OTC) deficiency. Company also announced LUNAR 2.0, its next-gen mRNA delivery platform. Also disclosed the acquisition of myNEO. Terms not disclosed. Stock upgraded in reaction Regulatory: GOSS announced the submission of seralutinib NDA for the treatment of PAH. Litigation: RGNX and UPenn announce settlement agreement with Sarepta Therapeutics (SRPT) regarding patent litigation over Elevidys IP. Sarepta will pay $39M to REGNEXBIO within ten days. All litigation between the parties terminated. Research: ARCT upgraded to buy from neutral at Citi (Yigal Nochomovitz), follows phase 2 results. Target increased to $20 from $8 or approx. 50% upside. (FactSet average PT $23; range $9-41) EPRX initiated outperform at Wedbush Securities (Martin Fan), target is $17 or approx. 109% upside. MGTX initiated neutral at Goldman Sachs (Andrea Newkirk), target is $16 or approx. 36% upside. (FactSet average PT $28; range $16-50) NTHI initiated buy at Roth Capital (Jonathan Aschoff), target is $20 or approx. 521% upside. (FactSet average PT $17; range $13-20) QNCX initiated buy at Rodman & Renshaw (Seema Sheoran), target is $70 or approx. 132% upside. TTRX initiated buy at Lucid Capital Markets (Dev Prasad), target is $24 or approx. 78% upside. UTHR initiated sell at Goldman Sachs (Andrea Newkirk), target is $321 or approx. 34% downside. (FactSet average PT $638; range $321-725) Goldman Sachs (Andrea Newkirk) also resumed seven biotech stocks with buy ratings (INSM, IOVA, JAZZ, KRYS, MDGL, RVMD, TARS), four with neutral ratings (ABCL, ALKS, ARWR, KOD) and one sell (SGMT) Life Science & MedTech Regulatory: GRAL FDA panel votes to support PMA approval of Galleri MCED test. The advisory committee voted 10-0 on safety, 6-4 on efficacy, and 7-2-1 on benefit-risk profile Corporate: CRL reaffirms FY26 guidance ahead of Investor Day meeting (9:00ET) Research: MMED initiated buy at Truist (Richard Newitter), target is $29 or approx. 41% upside. (FactSet average PT $26; range $21-29) Services & Hospitals Regulatory: CMS initiates NCA for Screening of HCV in adults. At the request Quest Diagnostics and others, the agency will re-evaluate the 2014 NCD. (DGX, LH, GILD, ABBV) On Deck: Conferences (cont.): Bernstein Healthcare Forum (Sep 23-24) (cont.): Stifel Immunology & Inflammation Virtual Forum (Sep 23-24) Regulatory Senate HELP Committee: FDA Commissioner Nomination Hearing (Heidi Overton) (10:30ET) on Sat 26-Sep: FDA PDUFA for MIRM zilurgisertib NDA in FOP ages 12+ (INCY eligible forroyalties) on Sun 27-Sep: FDA PDUFA for ROP.SW Gazyva sBLA in INS (BIIB eligible for royalties) Corporate CRL hosting Investor Day (9:00ET) INFU hosting Investor Update call (14:00ET) Syndicate calendar / IPO pricing Thu 24-Sep (post-close) +ADRX Adarx Pharmaceuticals - S-1A Peek Ahead to next week Sep 28 - Oct 4 Mon 28-Sep: Investor Day: ROP.SW (4:30ET), CAMP (12:00ET); FDA PDUFA for EGTX.SS Emcitate NDA Wed 30-Sep: Investor Day: CI (8:30ET); FDA PDUFA for BMY Camzyos sNDA Thu 1-Oct: Conference: UBS Virtual Oncology Day Sun 4-Oct: FDA PDUFA for MRK/Eisai Welireg/Lenvima sNDA Syndicate / IPO pricing: +OURA Oura Ring - S-1A This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 4523.JP, ABBV, ABCL, ACAD, ALKS, ARCT, ARWR, BIIB, BMY, CAMP, CI, CRL, DGX, EGTX.SS, EPRX, GILD, GOSS, GRAL, INCY, INFU, INSM, IOVA, JAZZ, KOD, KRYS, KYTX, LH, MDGL, MGTX, MIRM, MMED, MRK, MRNA, NKTR, NTHI, QNCX, RGNX, ROP.SW, SGMT, SRPT, SRZN, TARS, TTRX, UTHR, VKTX, +OURA...(more)	show story hide story
23-Sep-2026 18:02	CMS initiates NCA for Screening for HCV in Adults; proposed decision coverage memo expected in March 2027 CMS received five complete formal requests to reconsider the current NCD (210.13 ; effective June 2014) including Quest Diagnostics (DGX) CMS initiates this national coverage analysis for Screening for HCV in adults. Public comment period open for 30 days. Proposed Decision Memo Due Date: 03/23/2027 Expected NCA Completion Date: 06/21/2027 StreetAccount notes tickers included for the national labs (DGX, LH) and the drugmakers (GILD, ABBV) Related: ABBV, DGX, GILD, LH Reference Link	show story hide story
22-Sep-2026 16:47	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to moderately higher overall on Tuesday. Advancers beat decliners by 2:1 on the XLV. Healthcare +0.54% vs S&P 500 (0.00%). Major health groups ended widely mixed around the tape. Care providers joined Biotech in today's outperformance. Biotech lead the sector for a second-straight day; XBI +2.30% with broad support coming from SMID-caps; large-caps finished more mixed, including AMGN +4.3% on today's Sjogren's data. Busy morning of clinical readouts all across the biotech spectrum, new clinical data in AMKD, obesity, hives, and Sjogren's. VKTX +35.7% leading gainer on the XBI on its next-gen dual agonist for weight management. MAZE +26.8% in reaction to MoA validation by VRTX +0.8% for AMKD. Roche (0.2%) with mid-stage results from the acquired asset enicepatide (CT-388), which met its primary endpoints in obesity. MRNA +5.6% and DGX (4.1%) continued to bracket the XLV all day, with LH (2.9%) close behind. Labs facing down PAMA implementation after years of advance notice. After the close on Monday, CMS announced preliminary CLFS payment rates for CY2027. Highlighted by the long-awaited implementation of PAMA, CMS says that Medicare rates are 16% higher than private rates. Impact primarily seen for DGX and LH. Yesterday, Healthcare equities climbed higher overall, while lagging the broader tape. Biggest story was benign briefing documents ahead of the Grail Galleri PMA Adcom on Wednesday. Moderna also confirmed that new INT data will be presented at ESMO next month - both melanoma and PDAC. Novo ADRs under pressure following CMD updates where company discussed M&A needed to deliver LT pipeline growth goals. LST stocks unmoved by a weekend report that White House plans to grab power over NIH grants. Macro A few moving pieces today with AI, geopolitics/energy and rates among some of the higher-profile areas of focus. Muse momentum still the big story in AI, though more affordable versions of frontier models from Anthropic and OpenAI also in the headlines. Both play into the broadening out of inference infrastructure demand (and semis, memory standouts). However, Muse momentum has also ratcheted up disruption/displacement scrutiny. In terms of geopolitics, oil on the defensive again with supply dynamics (Saudis reportedly reopening East-West pipeline) and UN diplomatic hopes seemingly overshadowing Trump's latest Iran threats (and comments about no deal expected until after midterms). Some push and pull surrounding rates today with more hawkish post-FOMC Fedspeak and the move lower in oil. Notable Gainers +35.7% VKTX (Viking Therapeutics): trial results in obesity; best performer on XBI +26.8% MAZE (Maze Therapeutics, Inc.): read-across from VRTX trial results +22.0% BFLY (Butterfly Network): initiation +15.7% SGRY (Surgery Partners): on >3X average daily volume; providers strength standout +14.3% TNGX (Tango Therapeutics): on 3X average daily volume; Cantor Fitzgerald comments on PRMT5 inhibitor and Tango a Top Pick +13.8% OMER (Omeros): upgraded at Cantor Fitzgerald +11.8% BLLN (BillionToOne): on above average volume +9.9% IBRX (ImmunityBio): on >2X average daily volume +7.7% MDLN (Medline): on below average volume +5.6% PRTA (Prothena): insider buying (Form 4) +5.6% MRNA (Moderna): best performer on XLV; shares were +12% yesterday +4.8% VSTM (Verastem): partnered program receives BTD in China +4.5% CYH (Community Health Systems): provider strength +4.4% ALGN (Align Technology): on below average volume +4.3% AMGN (Amgen): trial results in Sjogren's disease +4.2% MTD (Mettler-Toledo International): on average volume +2.9% HCA (HCA Healthcare): provider strength +2.6% UHS (Universal Health Services): provider strength +2.6% WST (West Pharmaceutical Services): upgraded at Morgan Stanley Notable Decliners -31.9% CMPX (Compass Therapeutics): regulatory feedback on tove BLA submission; worst performer on XBI -11.6% CLDX (Celldex Therapeutics): trial results in CSU -8.8% NKTR (Nektar Therapeutics): on >4X average daily volume; amid Rezpeg litigation; specific reason uncertain -7.2% WGS (GeneDx Holdings): preliminary CLFS for CY2027 -5.8% INSP (Inspire Medical Systems): on above average volume -5.6% BRVE (Braveheart Bio): on above average volume -5.2% ALMR (Alamar Biosciences): on above average volume -5.0% ABVX (Abivax): earnings -4.1% DGX (Quest Diagnostics): preliminary CLFS for CY2027; worst performer on XLV -4.1% TVTX (Travere Therapeutics): announces CEO transition -3.3% MOH (Molina Healthcare): Managed Care weakness on ACA Fraud headlines -3.3% AMRX (Amneal Pharmaceuticals): follow-through, shares were +8% yesterday -2.9% LH (Labcorp Holdings): preliminary CLFS for CY2027; second-worst on XLV -2.6% CNC (Centene): Managed Care weakness on ACA Fraud headlines CMS announces action to prevent fraudulent Obamacare enrollments Cancelling 315K enrollments covering more than 760K individuals - returning ~$2.2B in subsidies CMS issuing temporary moratorium on new registration of agents for the 2027 plan year. Press release; Fact Sheet Trading update (with XLV +0.79%): Hospitals at session highs, most +2-4% each. Payers remain mostly lower on the session, down (1%) to (3%) each. Trump officials plan to cut hundreds of thousands from ACA, claiming fraud - WaPo Washington Post citing three people familiar with the forthcoming announcement, reporting that the Trump Administration will remove hundreds of thousands from ACA health insurance coverage, citing widespread fraud. StreetAccount notes effectuated enrollment via the ACA exchanges in 2026 was 19.2M people. Trading update (with XLV +0.89%): MCOs continue to lag the sector on Tuesday, down between (1%) to (5%) each. OSCR (5%), CNC (3%), MOH (3%), HUM (2%) Preliminary CLFS includes PAMA implementation After the close on Monday, CMS published preliminary CLFS for CY2027. Medicare has been paying about 16% more for laboratory services than private payors. With the preliminary 2027 rates, most Medicare laboratory test payments will be aligned with these private sector rates. Final rates expected in November; in effect 1-Jan-2027 Fact Sheet; Press Release LH, DGX Trial results in biopharma AMGN announced topline results from the Phase 3 OASIZ 301 study evaluating dazodalibep in adults with Sjögren's disease and moderate-to-severe systemic disease activity. Study demonstrated stat sig and clinically meaningful improvement. The phase 3 OASIZ 303 study on track to readout in Q4 of 2026. CLDX announced topline results from the EMBARQ-CSU1 and CSU2 trials evaluating barzolvolimab. Both trials met the primary endpoint at Week 12. Both trials are ongoing to Week 52. ROP.SW announced topline results from its phase 2 CT-388-104 study evaluating enicepatide (CT-388), an investigational, once-weekly dual GLP-1/GIP receptor agonist, in adults living with type 2 diabetes (T2D) and overweight or obesity. Enicepatide met both primary endpoints in the study, delivering dose-dependent and clinically meaningful reductions in blood glucose and body weight at 48 weeks. VKTX announced topline results from the maintenance study of dual agonist VK2735. Company plans to explore oral maintenance dosing regimens in an upcoming part 2 of the current study. VRTX announced topline results from the Phase 2b AMPLIFIED study of inaxaplin in people with APOL1-mediated kidney disease (AMKD) and modest proteinuria and in people with AMKD and type 2 diabetes (T2D). Vertex has completed enrollment in the AMPLITUDE trial and remains on track for interim analysis results in early 2027 - basis for an Accelerated Approval submission. Read-across for MAZE Merck secures label expansion for Winrevair MRK announced that FDA approved the Winrevair sBLA to expand its label based upon the HYPERION trial - to include recently diagnosed adults with PAH. BMY eligible for royalties via its acquisition of Celgene. Notable research in Healthcare today Biotech: OMER upgraded to overweight from neutral at Cantor Fitzgerald (Olivia Brayer Saunders), firm growing more positive on Yartemlea. Target reinstated at $22 or approx. 19% upside. QNCX upgraded to market outperform at Citizens (Jonathan Wolleben), target is $77 or approx. 148% upside. (FactSet average PT $75; range $65-98) ENTX initiated overweight at Cantor Fitzgerald (Imogen Mansfield) OBX initiated outperform at Leerink Partners (Daina Graybosch), target is $32 or approx. 85% upside. TNGX Cantor Fitzgerald analyst Eric Schmidt (overweight-rating) believes that investors are underappreciating the Tango story. Lucid Capital Markets publishes deep dive on anti-aging / longevity. Analyst is Elemer Piros. MedTech: WST upgraded to overweight from equal-weight at Morgan Stanley (Kallum Titchmarsh), target increased to $400 from $365 or approx. 11% upside. (FactSet average PT $410; range $365-459) BEAT downgraded to neutral from buy at HC Wainwright (Yi Chen) BFLY initiated buy at Needham (David Saxon), target is $10 or approx. 23% upside. GEHC initiated buy at Needham (David Saxon), target is $93 or approx. 43% upside. IRMD initiated hold at Needham (David Saxon) Piper Sandler published deep dive on fully closed loop pump systems. Analyst is Matt O'Brien. (MMED, PODD, TNDM, BBNX) Post-close news Research: ARDH initiated market perform at BMO Capital Markets (Sean Dodge), target is $11. CYH initiated market perform at BMO Capital Markets (Sean Dodge), target is $3 or approx. 1% downside. HCA initiated outperform at BMO Capital Markets (Sean Dodge), target is $495 or approx. 13% upside. THC initiated market perform at BMO Capital Markets (Sean Dodge), target is $265 or approx. 1% upside. On Deck: Conferences (cont.): Bank of America Global Healthcare Conference (Sep 22-23) Bernstein Healthcare Forum (Sep 23-24) Regulatory FDA Adcom for GRAL Galleri PMA (9:00-17:55ET) on Thu 24-Sep: Senate HELP Committee: FDA Commissioner Nomination Hearing (Heidi Overton) (10:30ET) Corporate ARCT Trial results call for ph2 trial with ARCT-810 OTC deficiency (16:30ET) on Thu 24-Sep: INFU hosting Investor Update call (14:00ET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABVX, ALGN, ALMR, AMGN, AMRX, ARCT, ARDH, BBNX, BEAT, BFLY, BLLN, BMY, BRVE, CLDX, CMPX, CNC, CYH, DGX, ENTX, GEHC, GRAL, HCA, HUM, IBRX, INFU, INSP, IRMD, LH, MAZE, MDLN, MMED, MOH, MRK, MRNA, MTD, NKTR, OBX, OMER, OSCR, PODD, PRTA, QNCX, ROP.SW, SGRY, THC, TNDM, TNGX, TVTX, UHS, VKTX, VRTX, VSTM, WGS, WST...(more)	show story hide story
22-Sep-2026 16:18	FactSet Podcast - Evening Market Recap, 22-Sept Overview: US equities mixed in Tuesday trading, though off worst levels. A few moving pieces today with AI, geopolitics/energy and rates among some of the higher-profile areas of focus. Tickers Mentioned: BABA, GS, NVO, AZO, PYPL, META, RCL, DGX, LH, CW, VICR, ONON, GME, PNR, THO, VKTX, CPRI About This Podcast: The Evening Market Recap Podcast aims to bring listeners up to speed on the trading day as quickly as possible. This is an ideal listen after the market closes. Find us on Apple and Spotify, or click the link below to listen now. Related: AZO, BABA, CPRI, CW, DGX, GME, GS, LH, META, NVO, ONON, PNR, PYPL, RCL, THO, VICR, VKTX...(more) Reference Link	show story hide story
22-Sep-2026 09:17	StreetAccount Summary - US Pre-market trading update S&P futures +5.0 to 7838.5, +0.06% vs settlement. 10-year yield (1) bps to 4.94%. Nov WTI ($2.06) or (2.23%) to $90.31. Trading Higher: *Market cap >$10B* +9.0% VICR (Vicor $244.01, +20.11) -- guidance +5.8% SHOP (Shopify $145.91, +7.99) -- follow-through +4.9% SOFI (SoFi Technologies $17.81, +0.84) -- announces stablecoin settlement is now live +4.8% GRAB (Grab Holdings $3.05, +0.14) -- insider buy +4.3% PSKY (Paramount Skydance $10.34, +0.43) -- follow-through +4.0% AMGN (Amgen $409.04, +15.88) -- topline phase 3 results for DAZODALIBEP +3.6% GME (GameStop $23.58, +0.82) -- insider buy +3.6% LEN (Lennar $80.89, +2.81) -- Berkshire Hathaway (BRK.B) increases stake +3.2% CCL (Carnival $23.03, +0.72) -- oil lower +3.2% RCL (Royal Caribbean Group $258.15, +7.90) -- oil lower +3.1% AMRZ (Amrize $39.77, +1.18) +2.7% AZO (AutoZone $2,880.00, +76.75) -- earnings +2.7% VRTX (Vertex Pharmaceuticals $524.34, +13.62) -- phase 2B amplified study of Inaxaplin +2.6% FIG (Figma $22.92, +0.59) +2.6% RKLB (Rocket Lab $71.73, +1.84) +2.6% NOW (ServiceNow $141.29, +3.61) +2.6% ADSK (Autodesk $224.53, +5.68) +2.6% CGNX (Cognex $63.60, +1.61) -- to acquire RealSense for ~$500M, plus retention payments +2.5% EGO (Eldorado Gold $43.45, +1.08) -- BofA upgrade +2.5% CRCL (Circle Internet $96.88, +2.39) -- discloses expansion of commercial arrangement with Binance and private placement *Market cap $1B-$10B* +24.2% VKTX (Viking Therapeutics $37.40, +7.29) -- top-line results from maintenance study of GLP-1/GIP Agonist VK2735 +11.9% PTCT (PTC Therapeutics $73.01, +7.75) -- completes acquisition of ST-920 Fabry disease program +11.6% ONON (On Holding $30.49, +3.17) -- mid-term financial targets for 2026-2029 at Investor Day In sympathy: DECK +2.6%, AS +2.0%, NKE +1.8% +7.5% BB (BlackBerry $9.17, +0.64) -- Coretura selects QNX/Vector's Alloy Kore to advance software-defined vehicle platform +5.9% BFLY (Butterfly Network $8.62, +0.48) -- Needham initiates buy +4.9% OMER (Omeros $19.40, +0.91) -- Cantor Fitzgerald upgrade +4.4% BC (Brunswick $68.91, +2.91) +4.4% CPRI (Capri Holdings $14.94, +0.63) +4.2% AXTA (Axalta Coating Systems $33.21, +1.35) +3.8% PTON (Peloton Interactive $5.14, +0.19) +3.8% KLRA (Kailera Therapeutics, Inc. $12.45, +0.46) +3.8% EAT (Brinker International $207.90, +7.60) -- Northcoast Research upgrade +3.2% UPST (Upstart Holdings $26.40, +0.82) -- BTIG transfers buy +2.7% PSQL (Pasqal Holding $7.51, +0.20) -- Canaccord Genuity initiates buy +2.0% THO (Thor Industries $71.33, +1.39) -- earnings *Market cap <$1B* +41.7% GRML (Greenland Mines $13.35, +3.93) -- follow-through +25.4% FLNA (Filana Therapeutics $0.93, +0.19) -- FDA lifts of clinical hold on simufilam +13.0% AEHL (Antelope Enterprise Holdings $7.82, +0.90) +12.3% STI (Solidion Technology $8.15, +0.89) +7.6% LODE (Comstock $2.82, +0.20) +7.6% IMSR (Terrestrial Energy, Inc. $4.84, +0.34) -- Roth Capital initiates buy +6.5% USDE (StablecoinX $13.42, +0.82) +5.9% ELDN (Eledon Pharmaceuticals $2.85, +0.16) -- announces updated long-term phase 2 BESTOW extension study results +5.9% VFF (Village Farms International $3.05, +0.17) -- insider buy +5.7% LXEO (Lexeo Therapeutics $4.31, +0.23) -- to acquire Mantle Therapeutics for up to $21.3M and announces three new research collaborations *Airlines higher on lower oil* AAL +3.0%, DAL +2.8%, JBLU +2.6%, ALK +2.6%, UAL +2.4%, LUV +2.1% Trading Lower: *Market cap >$10B* -7.7% DGX (Quest Diagnostics $226.00, -18.88) -- CMS preliminary CY2027 CLFS -4.8% ERIC (Telefonaktiebolaget LM Ericsson $9.76, -0.49) -- Morgan Stanley downgrade -2.4% MRNA (Moderna $168.81, -4.13) -2.2% CRDO (Credo Technology $183.21, -4.06) -1.9% TER (Teradyne $374.46, -7.08) -1.9% LRCX (Lam Research $296.40, -5.88) *Market cap $1B-$10B* -19.7% XNDU (Xanadu Quantum Technologies $5.92, -1.45) -7.3% CLDX (Celldex Therapeutics $35.11, -2.78) -- announces Phase 3 EMBARQ-CSU1 and EMBARQ-CSU2 studies of barzolvolimab *Market cap <$1B* -35.7% CMPX (Compass Therapeutics $1.17, -0.65) -- regulatory update on tovecimig in biliary tract cancer following FDA feedba -14.7% DAVA (Endava $2.38, -0.41) -- CFO Mark Thurston placed on administrative leave; William Blair downgrade -11.3% PAAI (Paradium.AI $1.10, -0.14) -4.0% BNC (CEA Industries $6.31, -0.26) -- holder YZILabs files amended 13D, increases beneficial ownership to 9.99% *Oil/energy lower; WTI futures (2.07%) after report (later refuted) of Iran offer to open Strait of Hormuz within 7 days* PSX -2.7%, MPC -2.6% (Jefferies downgrade), DK -2.6%, VLO -2.3% (Jefferies downgrade), EQNR -2.1%, DINO -2.1%, DVN -1.8%, PR -1.8%, APA -1.7% *Shipping/tankers lower after report (later refuted) of Iran offer to open Strait of Hormuz within 7 days* ECO -4.3%, TRMD -3.7%, HAFN -3.5%, TEN -3.0%, FRO -2.3% Click here to view our Gainers & Decliners page Related: AAL, ADSK, AEHL, ALK, AMGN, AMRZ, APA, AS, AXTA, AZO, BB, BC, BFLY, BN, BNC, CCL, CGNX, CLDX, CMPX, CPRI, CRCL, CRDO, CUK, DAL, DAVA, DECK, DGX, DINO, DK, DVN, EAT, ECO, EGO, ELDN, EQNR, ERIC, FIG, FLNA, FRO, GME, GRAB, GRML, HAFN, IMSR, JBLU, KLRA, LEN, LODE, LRCX, LUV, LXEO, MPC, MRNA, NKE, NOW, OMER, ONON, PAAI, PR, PSKY, PSQL, PSX, PTCT, PTON, RCL, RKLB, SHOP, SOFI, STI, TEN, TER, THO, TRMD, UAL, UPST, USDE, VFF, VICR, VKTX, VLO, VRTX, XNDU...(more)	show story hide story
22-Sep-2026 08:26	StreetAccount Summary - US Pre-market trading S&P futures +3.8 to 7837.25, +0.05% vs settlement. 10-year yield (2) bps to 4.93%. Nov WTI ($1.74) or (1.88%) to $90.63. Trading Higher: *Market cap >$10B* +8.5% VICR (Vicor $242.98, +19.08) -- guidance +5.2% SHOP (Shopify $145.13, +7.21) -- follow-through +4.8% SOFI (SoFi Technologies $17.78, +0.81) +4.2% GME (GameStop $23.71, +0.95) -- insider buy +4.1% GRAB (Grab Holdings $3.03, +0.12) -- insider buy +2.8% EGO (Eldorado Gold $43.55, +1.18) -- BofA upgrade +2.7% NOW (ServiceNow $141.46, +3.78) +2.6% LEN (Lennar $80.12, +2.04) -- Berkshire Hathaway (BRK.B) increases stake +2.6% PSKY (Paramount Skydance $10.17, +0.26) +2.5% HUBS (HubSpot $219.17, +5.31) +2.4% FIG (Figma $22.86, +0.53) +2.2% AMRZ (Amrize $39.44, +0.85) +2.1% TECK (Teck Resources $68.15, +1.39) +2.1% TEAM (Atlassian $199.78, +4.11) +2.1% FSLR (First Solar $204.00, +4.16) +2.0% ORCL (Oracle $151.55, +2.99) +1.9% CRM (Salesforce $240.99, +4.57) +1.9% WDAY (Workday $195.50, +3.58) +1.8% INTU (Intuit $309.50, +5.38) +1.8% GEHC (GE HealthCare Technologies $65.97, +1.16) -- Needham initiates buy +1.8% PANW (Palo Alto Networks $378.51, +6.75) +1.7% RKT (Rocket Cos. $12.57, +0.21) +1.7% ADBE (Adobe $253.88, +4.36) +1.7% ACN (Accenture $189.19, +3.08) +1.7% RKLB (Rocket Lab $71.06, +1.17) *Market cap $1B-$10B* +21.2% VKTX (Viking Therapeutics $36.48, +6.37) -- top-line results from maintenance study of GLP-1/GIP Agonist VK2735 +7.3% BB (BlackBerry $9.15, +0.62) -- Coretura selects QNX/Vector's Alloy Kore to advance software-defined vehicle platform +6.7% ONON (On Holding $29.15, +1.83) -- mid-term financial targets for 2026-2029 at Investor Day In sympathy: AS +2.1%, DECK +2.0%, NKE +1.7% +4.1% OMER (Omeros $19.25, +0.76) -- Cantor Fitzgerald upgrade +3.5% KLRA (Kailera Therapeutics, Inc. $12.41, +0.42) +3.4% EMAT (Evolution Metals & Technologies Corp. $3.55, +0.12) +3.4% AXTA (Axalta Coating Systems $32.93, +1.07) +3.2% BFLY (Butterfly Network $8.40, +0.26) -- Needham initiates buy +3.2% CPRI (Capri Holdings $14.77, +0.46) +3.0% ERAS (Erasca $15.49, +0.45) +2.8% EAT (Brinker International $205.81, +5.51) -- Northcoast Research upgrade +2.7% RSI (Rush Street Interactive $22.15, +0.58) -- Stifel Nicolaus initiates buy +2.4% ZYME (Zymeworks $27.45, +0.64) +2.3% ESTC (Elastic $91.77, +2.06) +2.3% NWL (Newell Brands $5.73, +0.13) +2.2% UPST (Upstart Holdings $26.15, +0.57) +2.0% CAI (Caris Life Sciences $31.27, +0.62) +2.0% MNDY (monday.com $89.74, +1.78) +2.0% FIVN (Five9 $37.74, +0.73) +1.9% IONS (Ionis Pharmaceuticals $45.75, +0.85) -- topline results from Phase 3 FUSION study of ulefnersen *Market cap <$1B* +44.6% GRML (Greenland Mines $13.62, +4.20) -- follow-through +15.3% SVRN (SVRN, Inc. $34.00, +4.50) +14.7% AEHL (Antelope Enterprise Holdings $7.94, +1.02) +6.2% IMSR (Terrestrial Energy, Inc. $4.78, +0.28) -- Roth Capital initiates buy +6.1% LODE (Comstock $2.78, +0.16) +5.4% VFF (Village Farms International $3.04, +0.16) -- insider buy +5.4% LXEO (Lexeo Therapeutics $4.30, +0.22) -- to acquire Mantle Therapeutics for up to $21.3M and announces three new research collaborations +3.8% USDE (StablecoinX $13.08, +0.48) +3.5% CYPH (Cypherpunk Technologies $3.52, +0.12) +3.5% PTLO (Portillo's $3.86, +0.13) +3.3% SLI (Standard Lithium $2.20, +0.07) *Airlines higher on lower oil* AAL +2.4%, ALK +2.1%, LUV +2.1%, JBLU +2.1%, DAL +2.0%, ALGT +1.9%, UAL +1.7% *Cruise lines higher on lower oil* CCL +2.7%, RCL +2.6%, NCLH +2.4%, VIK +1.6% Trading Lower: *Market cap >$10B* -6.9% DGX (Quest Diagnostics $228.00, -16.88) -- CMS preliminary CY2027 CLFS -4.5% ERIC (Telefonaktiebolaget LM Ericsson $9.79, -0.46) -- Morgan Stanley downgrade -2.0% CRDO (Credo Technology $183.56, -3.71) -2.0% MRNA (Moderna $169.43, -3.51) -1.9% CF (CF Industries Holdings $120.90, -2.37) -1.9% ALAB (Astera Labs $334.22, -6.52) -1.9% COHR (Coherent $315.43, -6.09) -1.8% NTR (Nutrien $73.23, -1.31) -1.7% TER (Teradyne $375.00, -6.54) -1.6% LRCX (Lam Research $297.47, -4.81) -1.6% GLXY (Galaxy Digital, Inc. $25.65, -0.42) -1.5% KLAC (KLA $181.24, -2.73) -1.5% STX (Seagate Technology $864.00, -13.33) -1.5% AU (Anglogold Ashanti $100.38, -1.55) -1.5% AMD (Advanced Micro Devices $606.50, -9.02) -1.5% MRVL (Marvell Technology $253.60, -3.78) *Market cap $1B-$10B* -27.4% CLDX (Celldex Therapeutics $27.50, -10.39) -- announces Phase 3 EMBARQ-CSU1 and EMBARQ-CSU2 studies of barzolvolimab -14.5% XNDU (Xanadu Quantum Technologies $6.30, -1.07) -4.4% SECZ (Securitize $12.90, -0.60) -3.3% AXTI (AXT Inc $77.30, -2.63) -3.2% CRML (Critical Metals $9.03, -0.30) -2.7% ASST (Strive $29.50, -0.83) -2.6% TVTX (Travere Therapeutics $61.25, -1.61) -- CEO transition -2.3% SBET (Sharplink Gaming, Inc. $9.75, -0.23) -2.2% ADPT (Adaptive Biotechnologies $27.26, -0.60) -2.2% BKV (BKV Corp. $22.45, -0.50) -2.1% FORM (FormFactor $116.80, -2.51) *Market cap <$1B* -12.5% DAVA (Endava $2.44, -0.35) -- CFO Mark Thurston placed on administrative leave; William Blair downgrade -12.1% PAAI (Paradium.AI $1.09, -0.15) -4.0% VGZ (Vista Gold $2.63, -0.11) -3.7% BNC (CEA Industries $6.33, -0.25) -3.1% ARQQ (Arqit Quantum $22.80, -0.73) -2.9% NUAI (New Era Energy & Digital $7.43, -0.22) *Oil/energy lower; WTI futures (2.02%) after report (later refuted) of Iran offer to open Strait of Hormuz within 7 days* PBF -3.1%, OBE -2.8%, PSX -2.6%, VLO -2.5% (Jefferies downgrade), MPC -2.3% (Jefferies downgrade), SM -2.2%, APA -2.2%, CNQ -2.0%, DK -2.0%, HPK -1.9%, BTE -1.9%, COP -1.8%, SU -1.8%, BORR -1.8%, CVE -1.8%, EOG -1.7%, MGY -1.6%, RIG -1.6%, PR -1.6%, DVN -1.5%, OXY -1.4%, FANG -1.4%, CVX -1.2%, XOM -1.2%, DINO -1.1%, LNG -1.1% *Shipping/tankers lower after report (later refuted) of Iran offer to open Strait of Hormuz within 7 days* ECO -4.7%, HSHP -4.0%, FRO -3.2%, TEN -2.9%, INSW -2.8%, STNG -2.6%, DHT -2.4%, NAT -2.2%, LPG -1.8%, TK -1.6% Click here to view our Gainers & Decliners page Related: AAL, ACN, ADBE, ADPT, AEHL, ALAB, ALGT, ALK, AMD, AMRZ, APA, ARQQ, AS, ASST, AU, AXTA, AXTI, BB, BFLY, BKV, BNC, BORR, BTE, CAI, CCL, CF, CLDX, CNQ, COHR, COP, CPRI, CRDO, CRM, CRML, CUK, CVE, CVX, CYPH, DAL, DAVA, DECK, DGX, DHT, DINO, DK, DVN, EAT, ECO, EGO, EMAT, EOG, ERAS, ERIC, ESTC, FANG, FIG, FIVN, FORM, FRO, FSLR, GEHC, GLXY, GME, GRAB, GRML, HPK, HSHP, HUBS, IMSR, INSW, INTU, IONS, JBLU, KLAC, KLRA, LEN, LNG, LODE, LPG, LRCX, LUV, LXEO, MGY, MNDY, MPC, MRNA, MRVL, NAT, NCLH, NKE, NOW, NTR, NUAI, NWL, OBE, OMER, ONON, ORCL, OXY, P, PAAI, PANW, PBF, PR, PSKY, PSX, PTLO, RCL, RIG, RKLB, RKT, RSI, SBET, SECZ, SHOP, SLI, SM, SOFI, STNG, STX, SU, SVRN, TEAM, TECK, TEN, TER, TK, TVTX, U, UAL, UPST, USDE, VFF, VG, VGZ, VICR, VIK, VKTX, VLO, WDAY, XNDU, XOM, ZYME...(more)	show story hide story
22-Sep-2026 08:08	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis New clinical results in obesity, highlighted by maintenance data from Viking Therapeutics. Shares of VKTX +36% in the pre-market. Roche also announced mid-stage results from the acquired asset enicepatide (CT-388), which met its primary endpoints. Shares of Roche (1%) lower in European trading today. Celldex also reported late-stage data in Hives. Shares of CLDX (9%) in the pre-market. After the close on Monday, CMS announced preliminary CLFS payment rates for CY2027. Highlighted by the long-awaited implementation of PAMA, CMS says that Medicare rates are 16% higher than private rates. Impact primarily seen for DGX and LH. Shares are down (7%) and (6%) respectively in the pre-market. Yesterday, Healthcare equities climbed higher overall, while lagging the broader tape. Biggest story was benign briefing documents ahead of the Grail Galleri PMA Adcom on Wednesday. Moderna also confirmed that new INT data will be presented at ESMO next month - both melanoma and PDAC. Novo ADRs under pressure following CMD updates where company discussed M&A needed to deliver LT pipeline growth goals. LST stocks unmoved by a weekend report that White House plans to grab power over NIH grants. Macro S&P futures are slightly higher on Tuesday morning. Not much new this morning after AI optimism and some better geopolitical/energy headlines dominated the narrative on Monday. Some focus on how tech momentum faded in APAC overnight. Geopolitics should be a big story again today with President Trump to address world leaders at UN General Assembly this morning and meet with Gulf leaders this afternoon. Following nearly 4% pullback to start the week, oil on the defensive again. Iran reportedly offered to reopen SoH within seven days if US takes stakes initial steps to dial back military pressure in the region. In addition, Saudis reportedly restarted East-West pipeline. Lot of discussion in the press about the early momentum behind META Muse and implications of the next layers of agentic proliferation. Pre-market trading update Trading higher +35.5% VKTX trial results in obesity; call at 8ET +3.9% AMRX follow-through, shares were +8% yesterday +3.1% OMER upgraded at Cantor Fitzgerald +2.8% BFLY initiation +2.3% WST upgraded at Morgan Stanley Trading lower -7.6% CLDX trial results in CSU; call at 8ET -6.8% DGX preliminary CLFS for CY2027 -6.2% LH preliminary CLFS for CY2027 (low volume) -2.4% MRNA shares were +12% yesterday -2.0% TVTX announces CEO transition -0.8% ROP.SW in European trading; trial results in obesity Pharma Trial results: ROP.SW announced topline results from its phase 2 CT-388-104 study evaluating enicepatide (CT-388), an investigational, once-weekly dual GLP-1/GIP receptor agonist, in adults living with type 2 diabetes (T2D) and overweight or obesity. Enicepatide met both primary endpoints in the study, delivering dose-dependent and clinically meaningful reductions in blood glucose and body weight at 48 weeks. Regulatory: MRK announced that FDA approved the Winrevair sBLA to expand its label based upon the HYPERION trial - to include recently diagnosed adults with PAH. BMY eligible for royalties via its acquisition of Celgene. Biotech Trial results: VKTX announced topline results from the maintenance study of dual agonist VK2735. Company plans to explore oral maintenance dosing regimens in an upcoming part 2 of the current study. Conf. call at 8:00ET CLDX announced topline results from the EMBARQ-CSU1 and CSU2 trials evaluating barzolvolimab. Both trials met the primary endpoint at Week 12. Both trials are ongoing to Week 52. Conf. call at 8:00ET Earnings: ABVX.FP (ABVX) reported H1 net income (€171.7M) vs FactSet (€139.5M). Cash runway into Q4 of 2029. Corporate: TVTX announces CEO transition. Eric Dube steps down to focus on health. Research: OMER upgraded to overweight from neutral at Cantor Fitzgerald (Olivia Brayer Saunders), firm growing more positive on Yartemlea. Target reinstated at $22 or approx. 19% upside. QNCX upgraded to market outperform at Citizens (Jonathan Wolleben), target is $77 or approx. 148% upside. (FactSet average PT $75; range $65-98) ENTX initiated overweight at Cantor Fitzgerald (Imogen Mansfield) OBX initiated outperform at Leerink Partners (Daina Graybosch), target is $32 or approx. 85% upside. Lucid Capital Markets publishes deep dive on anti-aging / longevity. Analyst is Elemer Piros. IPO filed: +IAM (Iambic Therapeutics) files for Nasdaq IPO of indeterminate amount (S-1). Pre-open on Monday, the company announced a license agreement with AbbVie (ABBV) Life Science & MedTech Research: WST upgraded to overweight from equal-weight at Morgan Stanley (Kallum Titchmarsh), target increased to $400 from $365 or approx. 11% upside. (FactSet average PT $410; range $365-459) BFLY initiated buy at Needham (David Saxon), target is $10 or approx. 23% upside. GEHC initiated buy at Needham (David Saxon), target is $93 or approx. 43% upside. IRMD initiated hold at Needham (David Saxon) Piper Sandler published deep dive on fully closed loop pump systems. Analyst is Matt O'Brien. (MMED, PODD, TNDM, BBNX) Services & Hospitals Regulatory: After the close on Monday, CMS published preliminary CLFS for CY2027. Medicare has been paying about 16% more for laboratory services than private payors. With the preliminary 2027 rates, most Medicare laboratory test payments will be aligned with these private sector rates. Final rates expected in November; in effect 1-Jan-2027 Fact Sheet; Press Release LH, DGX On Deck: Conferences Bank of America Global Healthcare Conference (Sep 22-23) on Wed 23-Sep: Bernstein Healthcare Forum (Sep 23-24) Regulatory on Wed 23-Sep: FDA Adcom for GRAL Galleri PMA on Thu 24-Sep: Senate HELP Committee: FDA Commissioner Nomination Hearing (Heidi Overton) (10:30ET) Corporate on Wed 23-Sep: ARCT Trial results call for ph2 trial with ARCT-810 OTC deficiency (16:30ET) on Thu 24-Sep: INFU hosting Investor Update call (14:00ET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: ABBV, ABVX.FP, AMRX, ARCT, BBNX, BFLY, BMY, CLDX, DGX, ENTX, GEHC, GRAL, INFU, IRMD, LH, MMED, MRK, MRNA, OBX, OMER, PODD, QNCX, ROP.SW, TNDM, TVTX, VKTX, WST, +IAM...(more)	show story hide story
21-Sep-2026 17:55	StreetAccount Summary - After-hours trading S&P futures +0.0 to 7833.5, +0.00% vs settlement Trading Higher: +12.6% VICR (Vicor $252.00, +28.10) -- guidance +5.2% ANAB (AnaptysBio $57.75, +2.83) -- earnings +4.4% HELP (Cybin Inc $14.26, +0.60) -- insider buy +3.5% TOMZ (TOMI Environmental Solutions $1.48, +0.05) -- Carbonium Core merger terminated +3.2% GME (GameStop $23.48, +0.72) -- insider buy Trading Lower: -15.3% DAVA (Endava $2.36, -0.43) -- CFO Mark Thurston placed on administrative leave -9.2% YYAI (Connexa Sports Technologies $0.67, -0.07) -- earnings -5.0% DSS (DSS, Inc. $0.70, -0.04) -- $500K SPA with Alset Inc. -3.9% LH (Labcorp Holdings $308.50, -12.49) -- CMS preliminary CY2027 CLFS -3.6% DGX (Quest Diagnostics $236.00, -8.88) -- CMS preliminary CY2027 CLFS Click here to view our Gainers & Decliners page Related: ANAB, DAVA, DGX, DSS, GME, HELP, LH, TOMZ, VICR, YYAI...(more)	show story hide story
21-Sep-2026 17:08	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed and moderately higher overall on Monday. Advancers beat decliners by nearly 2:1 on the XLV, breadth near session highs. Healthcare +0.67% vs S&P 500 +1.49% Most major health groups ended higher on their averages, yet all lagged the broader tape, including Biotech. XBI +0.96% best performer, yet off its best levels of the day. Large-cap biotechs were inline; SMID-caps lower without a specific catalyst. Biggest lift came from GRAL +33.7% following rather benign reading briefing documents from FDA; Adcom set to meet on Wednesday to discuss PMA for Galleri test for multi-cancer detection (MCED). MRNA +12.3% the other notable standout, and Monday's leading gainer on the XLV, after confirming new oncology data will be presented at ESMO next month (both melanoma and PDAC). Managed Care stocks closed mostly lower, led by HUM (2.0%). Only COO (2.1%) fared worse on the XLV. Weekend newsflow headlined by M&A in the radioisotopes field, and the White House reportedly seeking to assert more political control over the NIH funding grants. LST stocks traded roughly inline on Monday. Freshly rebranded as Novo - the Danish drugmaker formerly known as Novo Nordisk shared its strategy update with investors. ADRs down (7.9%) on Monday. Certain SMID-cap metabolic stocks higher in reaction to Novo's growth plans and commentary on M&A appetite. "Novo" held its CMD on Monday in London where it discussed plans to grow and diversify its pipeline, and its targets for 2030 and 2035. Weekend M&A in the radioisotopes field, with Telix Pharma buying ITM Isotope Technologies for up to $2.35B in cash and stock, inclusive of upfront and contingent consideration. White House seeking political control and veto power over NIH grants, according to a weekend media reports from Politico and the NY Times. Biotech newsflow highlighted by early-stage results in ADHD, mid-stage trial results in Hives, and pivotal trial results in bipolar disorder. Post-close on Friday CMS announced that all 50 states have applied to participate in the upcoming Medicaid drug payment model GENEROUS. Details remain scarce. Macro AI trade extended its rebound from recent pacing worries with focus on agent momentum (META Muse). Lower oil and yields another positive for risk sentiment. Oil pullback chalked up to positive supply updates and hope for diplomatic progress at this week's UN meeting. Rates likely helped by oil move amid some hawkish post-FOMC Fedspeak (busy week of Fedspeak on tap and $183B of Treasury supply). US-China talks ahead of Trump-Xi summit described as "successful" with establishment of a formal "AI dialogue" (no slowdown). However, still no formal extension of trade truce. Recent strategist commentary has focused on resilience at the index level, weak breadth, depressed sentiment, strong inflows (but sluggish retail) and favorable corporate profit backdrop (biggest bullish talking point for stocks). Notable Gainers +35.0% IVVD (Invivyd): follow-through; Cantor Fitzgerald comments on Friday +33.7% GRAL (GRAIL, Inc.): FDA briefing documents benign for Galleri; best performer on XBI +12.3% MRNA (Moderna): announces INT data presentations at ESMO; best performer on XLV; second-best on XBI +5.2% GPCR (Structure Therapeutics): sympathy to Novo CMD comments on pipeline and M&A +5.1% ETRA (Electra Therapeutics, Inc.): IPO on Friday; shares were (12%) on debut +5.0% AAPG (Ascentage Pharma): sympathy to Novo CMD comments on pipeline and M&A +4.6% IMNM (Immunome): initiation +4.1% HLUN.B.DC (H. Lundbeck): upgraded at UBS +3.9% VKTX (Viking Therapeutics): sympathy to Novo CMD comments on pipeline and M&A +3.5% A (Agilent Technologies): second-best on XLV +3.3% CADL (Candel Therapeutics): upgraded at BofA +3.2% SRRK (Scholar Rock): sympathy to Novo CMD comments on pipeline and M&A Notable Decliners -23.7% CUE (Cue Biopharma): trial results in CSU -11.5% PBLS (Parabilis Medicines, Inc.): shares were +13% last week -10.2% TLX (Telix Pharmaceuticals): acquires ITM Munich for cash & stock; upgraded at RBC Capital Markets -7.9% NVO (Novo Nordisk): strategic updates at CMD; trial results with CagriSema highlighted -5.3% SMMT (Summit Therapeutics): worst performer on XBI; shares +24% MTD -4.2% CMPX (Compass Therapeutics): shares (24%) MTD -2.1% COO (The Cooper Cos.): worst performer on XLV; shares down (23%) MTD GRAIL higher on benign briefing documents GRAL sharply higher on Monday following FDA release of briefing materials ahead of Wednesday's Adcom meeting for the Galleri PMA. GRAIL seeking US FDA approval for the first test indicated for the screening for multiple types of cancer (MCED). The Molecular and Clinical Genetics Panel of MDAC is scheduled to meet on Wednesday 23-Sep at 900ET. (ABT, CAI, FRNM, GH) Novo trades lower following strategy update, M&A comments at CMD NOVO.B.DC (NVO) hosted CMD on Monday in London. 'Novo' targets the launch of at least five multi-blockbusters by 2023 and to deliver more than DKK150B of pipeline sales in 2035. Press release Consolidation in radioisotopes and radiopharma space TLX.AU (TLX) announced an agreement to acquire privately-held ITM Isotope Technologies Munich SE ("ITM") for up to $2.35B in cash and stock, inclusive of upfront and contingent consideration. Latest in the consolidation of the radiopharmaceutical / radioisotopes supplier industry. Last month Curium bought out Lantheus (LNTH) in a deal worth up to $8B. ITM is both a key supplier of Pluvicto to NOVN.SW and a potential competitor to Lutathera with its therapeutic treatment for GEP-NET (ITM-11) recently given a CRL (limited to third-party PAI). Trial results in biopharma ALKS announced topline results from a phase 1 POC study evaluating ALKS 7290 in adults with ADHD. First orexin 2 RA to demonstrate clinically meaningful improvements in ADHD symptoms in adults. Phase 2 trial currently enrolling, data expected in 2027. CUE announced topline results from the Phase 2 clinical trial of CUE-221 (UB-221) in China. Primary endpoint and the key secondary endpoint were met with high statistical significance. Measured against placebo, however efficacy comparisons drawn with Xolair (omalizumab, ROP.SW) JNJ announced topline results from the pivotal Phase 3 study evaluating CAPLYTA for the treatment of manic episodes with or without mixed features in adults with bipolar I disorder. The study met its primary endpoint. A second pivotal study has been completed, with analysis underway. White House seeks more power over NIH grant funds - Politico On Saturday (19-Sep) Politico reported that the White House is drafting an Executive Order to bring veto power over the NIH grant process. The proposed board would include NIH director Jay Bhattacharya and OMB director Russ Vought; the two would 'be required to reach unanimous decisions on grant awards'. Leerink analyst Puneet Souda writes that while a potential disruptor and headwind to FY27, the firm expects bipartisan pushback to continue to prevail, and that the NIH budget will likely rise 'regardless of the midterm outcomes'. (ALMR, BRKR, ILMN, NAUT, QTRX, TECH, TMO, TWST, TXG) Notable research in Healthcare today Biotech: HLUN.B.DC upgraded to buy from neutral at UBS (Xian Deng), firm believes in the R&D turnaround underway. Target increased to DKK52 from DKK45 or approx. 22% upside. (FactSet average PT DKK49; range DKK34-65) CADL upgraded to buy from neutral at BofA (Alec Stranahan), target increased to $18 from $12 or approx. 66% upside. (FactSet average PT $22; range $15-29) IMNM initiated buy at Alliance Global Partners, target is $32 or approx. 34% upside. MedTech: TEM initiated neutral at Goldman Sachs (Evie Koslosky), target is $75 or approx. 4% downside. (FactSet average PT $68; range $35-100) Post-close news Regulatory: CMS publishes preliminary CLFS for CY2027 Final rates expected in November; in effect 1-Jan-2027 Fact Sheet Press Release Earnings: ABVX.FP (ABVX) reports H1 net income (€171.7M) vs FactSet (€139.5M). Cash runway into Q4 of 2029. ADRs trading (0.3%) in the after-hours Corporate: TVTX announces CEO transition. Eric Dube steps down to focus on health. Shares trading UNCH in the after-hours On Deck: Regulatory FDA PDUFA today for MRK Winrevair sBLA (based on HYPERION study) (BMY royalties via Celgene acquisition) on Wed 23-Sep: FDA Adcom for GRAL Galleri PMA Corporate TLX hosting R&D Day meeting (8:30ET) on Wed 23-Sep: ARCT Trial results call for ph2 trial with ARCT-810 OTC deficiency (16:30ET) Conference Bank of America Global Healthcare Conference (Sep 22-23) on Wed 23-Sep: Bernstein Healthcare Forum (Sep 23-24) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: A, AAPG, ABT, ABVX.FP, ALKS, ALMR, ARCT, BMY, BRKR, CADL, CAI, CMPX, COO, CUE, DGX, ETRA, FRNM, GH, GPCR, GRAL, HLUN.B.DC, ILMN, IMNM, IVVD, JNJ, LH, LNTH, MRK, MRNA, NAUT, NOVN.SW, NOVO.B.DC, NVO, PBLS, QTRX, ROP.SW, SMMT, SRRK, TECH, TEM, TLX, TLX.AU, TMO, TVTX, TWST, TXG, VKTX...(more)	show story hide story
21-Sep-2026 16:37	CMS publishes preliminary CY2027 CLFS CMS is releasing the data and information used to determine the preliminary 2027 Medicare payment rates for laboratory services showing that Medicare has been paying about 16% more for laboratory services than private payors. Basing Medicare's rates on those paid by the private sector helps ensure that Medicare is paying appropriate amounts for laboratory tests and protecting taxpayer dollars. With the preliminary 2027 rates, most Medicare laboratory test payments will be aligned with these private sector rates. By law, Medicare payment for a clinical diagnostic laboratory test cannot be reduced by more than 15% per year through 2029. CMS will gradually phase in the reductions through 2029. CMS anticipates final CLFS will be announced in November 2026, and rates will go into effect 1-Jan-2027. Related: BNGO, CSTL, DGX, GH, LH, MYGN, NTRA...(more) Reference Link: Fact Sheet Reference Link	show story hide story
21-Sep-2026 10:19	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (129 total) 52-Week Highs: 42 total; ADPT (Adaptive Biotechnologies $28.30, -0.30) -1.1%; 52-week +105.4% AMD (Advanced Micro Devices $611.00, +51.20) +9.1%; 52-week +286.9% AMRX (Amneal Pharmaceuticals $19.80, +1.10) +6.0%; 52-week +102.1% AOUT (American Outdoor Brands $16.50, +0.10) +0.5%; 52-week +85.0% BUUU (BUUU Group Ltd. $45.70, -0.50) -1.1%; 52-week +501.7% CLMT (Calumet $57.80, -1.30) -2.1%; 52-week +210.8% CVI (CVR Energy $53.80, +0.10) +0.2%; 52-week +58.8% CYPH (Cypherpunk Technologies $3.60, -0.00) +0.8%; 52-week +1029.4% CYRX (Cryoport $17.10, +0.10) +0.3%; 52-week +69.9% DGX (Quest Diagnostics $247.20, +0.70) +0.3%; 52-week +34.8% DHT (DHT Holdings $23.50, +0.20) +0.9%; 52-week +83.4% DINO (HF Sinclair $113.80, -2.10) -1.8%; 52-week +114.4% ETS (Elite Express Holding $2.30, -0.40) -13.5%; 52-week +118.4% FRNM (Freenome $17.40, +0.30) +1.6%; 52-week +63.7% GIC (Global Industrial $40.10, -0.30) -0.6%; 52-week +9.9% HALO (Halozyme Therapeutics $112.60, +0.10) +0.1%; 52-week +46.8% HMR (Heidmar Maritime Holdings Corp. $1.90, -0.00) +2.7%; 52-week +40.0% HSHP (Himalaya Shipping $19.40, +0.10) +0.7%; 52-week +121.1% JACS (Jackson Acquisition Co. II $10.80, -0.00) +0.2%; 52-week +4.3% MPC (Marathon Petroleum $416.70, -8.20) -1.9%; 52-week +125.2% MTHI (Global Pole Trusion Group $4.30, +0.10) +2.1%; 52-week +478.7% MTW (Manitowoc Co. $22.70, +0.40) +1.8%; 52-week +123.0% NEO (NeoGenomics $19.70, -0.20) -1.0%; 52-week +128.8% NEOG (Neogen $13.10, +0.10) +0.7%; 52-week +130.9% NET (Cloudflare $339.50, +15.90) +4.9%; 52-week +51.8% NTRA (Natera $369.30, -0.10) 0.0%; 52-week +105.3% OPRT (Oportun Financial $8.20, -0.00) +0.1%; 52-week +15.2% OXBC (Oxford Bank Corp (Michigan) $45.50, +0.20) +0.4%; 52-week +25.2% PBYI (Puma Biotechnology $9.60, -0.00) +0.2%; 52-week +112.8% RBRK (Rubrik $111.60, +4.90) +4.5%; 52-week +43.0% SBC (SBC Medical Group $5.10, +0.30) +6.7%; 52-week +9.0% SMTC (Semtech $181.70, -3.30) -1.8%; 52-week +197.1% TBBB (BBB Foods $52.00, +0.60) +1.2%; 52-week +100.9% TH (Target Hospitality $21.20, -0.00) -0.2%; 52-week +146.2% TISI (Team Inc $28.20, +0.30) +1.0%; 52-week +61.3% TKNO (Alpha Teknova $8.10, +0.30) +3.7%; 52-week +74.1% TWST (Twist Bioscience $166.20, -0.80) -0.5%; 52-week +494.5% TXG (10X Genomics $79.40, +2.80) +3.6%; 52-week +498.0% UGP (Ultrapar Participacoes $7.70, +0.10) +1.3%; 52-week +92.8% VLO (Valero Energy $405.60, -7.70) -1.9%; 52-week +147.5% VRA (Vera Bradley $4.20, -0.00) -0.9%; 52-week +104.4% WBD (Warner Bros. Discovery $30.50, +2.70) +9.8%; 52-week +63.3% 52-Week Lows: 87 total; due to the volume, we are only displaying those with market cap >$3B AN (AutoNation $166.20, -2.10) -1.2%; 52-week -24.8% AON (Aon Plc $294.70, -0.90) -0.3%; 52-week -16.4% ASR (ASUR $240.60, -2.70) -1.1%; 52-week -28.8% ATO (Atmos Energy $159.60, -0.70) -0.5%; 52-week -1.8% BROS (Dutch Bros $38.60, -1.40) -3.5%; 52-week -33.6% BYD (Boyd Gaming $72.00, -1.00) -1.3%; 52-week -13.6% CLX (Clorox $83.40, +0.30) +0.4%; 52-week -32.8% CMS (CMS Energy Corp $65.10, -0.20) -0.3%; 52-week -7.2% DKS (Dick's Sporting Goods $121.20, +0.10) 0.0%; 52-week -46.7% EXC (Exelon $42.10, -0.00) +0.1%; 52-week -2.3% FERG (Ferguson Enterprises $213.40, -1.10) -0.5%; 52-week -6.9% FIS (Fidelity National Information Services $35.60, -0.00) -0.1%; 52-week -46.3% FISV (Fiserv $46.30, -0.90) -1.8%; 52-week -65.1% FLUT (Flutter Entertainment $87.70, -1.80) -2.0%; 52-week -68.9% GLPI (Gaming & Leisure Properties $39.70, +0.10) +0.2%; 52-week -15.9% IONS (Ionis Pharmaceuticals $44.80, +0.40) +0.9%; 52-week -27.4% LI (Li Auto $11.60, -0.60) -4.7%; 52-week -55.6% LOW (Lowe's Companies $189.40, -3.10) -1.6%; 52-week -29.2% LVS (Las Vegas Sands $39.70, -0.30) -0.8%; 52-week -25.5% MAA (Mid-America Apartment Communities $118.40, -0.50) -0.4%; 52-week -15.7% MCD (McDonald's $247.10, -1.10) -0.5%; 52-week -17.9% NKE (Nike $35.50, -0.00) -0.1%; 52-week -50.8% NRG (NRG Energy $102.00, -1.60) -1.6%; 52-week -37.9% PEG (Public Service Enterprise Group $69.50, -0.30) -0.4%; 52-week -14.4% PEP (PepsiCo $128.50, -1.30) -1.0%; 52-week -8.7% PNR (Pentair $55.50, -0.50) -0.8%; 52-week -50.3% RKT (Rocket Cos. $12.40, +0.20) +1.3%; 52-week -41.1% ROL (Rollins $32.30, -0.20) -0.5%; 52-week -42.1% RRR (Red Rock Resorts $50.10, -0.80) -1.5%; 52-week -17.8% RTO (Rentokil Initial $21.20, -0.10) -0.7%; 52-week -14.0% SMG (Scotts Miracle-Gro $52.00, -0.30) -0.6%; 52-week -12.9% STZ (Constellation Brands $117.60, -1.40) -1.2%; 52-week -11.6% SUI (Sun Communities $114.90, +1.20) +1.0%; 52-week -10.2% TAP (Molson Coors Beverage $37.30, -0.30) -0.7%; 52-week -20.5% TMUS (T-Mobile US $163.90, -4.30) -2.6%; 52-week -31.4% TU (Telus $8.70, -0.00) -0.2%; 52-week -44.8% VVV (Valvoline $26.40, -0.40) -1.5%; 52-week -33.9% WY (Weyerhaeuser $21.00, -0.20) -0.9%; 52-week -14.3% WYNN (Wynn Resorts $81.80, +0.10) +0.1%; 52-week -36.4% ZTS (Zoetis $70.40, -1.00) -1.4%; 52-week -52.1% # highs/lows by sector (82 in total) Commercial Services - 3 highs, 3 lows Communications - 0 highs, 2 lows Consumer Durables - 1 highs, 1 lows Consumer Non-Durables - 1 highs, 5 lows Consumer Services - 2 highs, 8 lows Distribution Services - 0 highs, 1 lows Electronic Technology - 2 highs, 0 lows Energy Minerals - 5 highs, 0 lows Finance - 3 highs, 6 lows Health Services - 2 highs, 0 lows Health Technology - 11 highs, 2 lows Industrial Services - 1 highs, 0 lows Process Industries - 0 highs, 1 lows Producer Manufacturing - 2 highs, 1 lows Retail Trade - 3 highs, 3 lows Technology Services - 2 highs, 1 lows Transportation - 4 highs, 1 lows Utilities - 0 highs, 5 lows Related: ADPT, AMD, AMRX, AN, AON, AOUT, ASR, ATO, BROS, BUUU, BYD, CLMT, CLX, CMS, CVI, CYPH, CYRX, DGX, DHT, DINO, DKS, ETS, EXC, FERG, FIS, FISV, FLUT, FRNM, GIC, GLPI, HALO, HMR, HSHP, IONS, JACS, LI, LOW, LVS, MAA, MCD, MPC, MTHI, MTW, NEO, NEOG, NET, NKE, NRG, NTRA, OPRT, OXBC, PBYI, PEG, PEP, PNR, RBRK, RKT, ROL, RRR, RTO, SBC, SMG, SMTC, STZ, SUI, TAP, TBBB, TH, TISI, TKNO, TMUS, TU, TWST, TXG, UGP, VLO, VRA, VVV, WBD, WY, WYNN, ZTS...(more)	show story hide story
15-Sep-2026 16:59	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished lightly mixed and little changed overall on Tuesday. Decliners outnumbered advancers at the market close, yet breadth far from worst levels of the morning session. Healthcare (0.08%) vs S&P 500 (0.45%). Most major health groups ended lower on the averages; only MedTech was skewed higher by the LST subgroup following corporate updates at today's broker conferences. RVTY +9.1% today's leading gainer on the XLV following updates at Baird pre-open; TMO +4.6% presented at Morgan Stanley. Medical devices partially offset LST gains, although LC device makers were widely mixed to essentially flat, including BSX (2.6%) partially reversing Monday's strength. ALGN (3.9%) today's leading decliner on the XLV, followed by BSX then a pair of Managed Care names. Another notable update at Baird, ALHC (19.9%). Management avoided 'poking the bear' and declined to comment on Stars. Highlighted elevated cost trends however in July/August - and is taking steps to address them. Also spotlighted the 'short-term noise' and told investors to ignore it. WAY +7.1% on an overnight media report; Reuters reported that Waystar has hired bankers to advise on the sale process. XBI (2.27%) with a risk-off/defensive tone in the market, combined with several Biopharma trial readouts across a wide range of fields - Asthma, IgAN, MDD, and long COVID. Yesterday, Healthcare equities were broadly higher with defensive groups leading, plus a pocket of strength in orthopedic device manufacturers following the Apollo-JNJ headline. Mixed biopharma newsflow in lung cancer and breast cancer. Conference season in full swing with multiple meetings ongoing. Macro Stocks extended Monday's selloff with biggest focus on another oil rally amid latest cautious Middle East and global supply updates (Saudi Arabia suspended Yanbu shipments and canceled some September loadings, latest Libya suspension, Houthi momentum). Consumer names came under particular pressure, tied to growing scrutiny on squeeze from oil/fuel prices, with restaurants, apparel, travel, and leisure among the worst performers. Treasuries were weaker again, with 10Y remaining near 5% and today's 20Y auction very poorly received (highest 20Y sale on record, lowest foreign purchase share ever). Other areas of focus included AI trade stabilization (compute/capex demand offsetting political and regulatory worries), anticipation for tomorrow's FOMC decision (market pricing nearly 95% chance of a hike) and market response, rising bond volatility (MOVE), and a strategist S&P price target cut (Wells Fargo) despite very favorable earnings backdrop. Notable Gainers +9.1% RVTY (Revvity): management comments at Baird conference; best performer on XLV; 52-week high +8.9% TLX (Telix Pharmaceuticals): follow-through, upgraded at Bell Potter +7.1% WAY (Waystar Holding): Reuters report - exploring sale; downgraded at Barclays +4.6% TMO (Thermo Fisher Scientific): presented at Morgan Stanley conference +4.2% CADL (Candel Therapeutics): presented at HC Wainwright conference; best performer on XBI +3.9% DGX (Quest Diagnostics): presented at Baird conference +3.5% MTD (Mettler-Toledo International): sympathy to RVTY, TMO; shares +3% WTD +2.9% RMD (ResMed): upgraded at RBC Capital Markets +2.7% LH (Labcorp Holdings): presented at Morgan Stanley conference +2.6% NTRA (Natera): 52-week high; shares +7% WTD +2.5% TWST (Twist Bioscience): shares +9% WTD +2.3% CRDF (Cardiff Oncology): upgraded at HC Wainwright +1.7% MDXG (MiMedx Group): stock on track for fifth straight monthly gain, remains (29%) YTD Notable Decliners -32.2% CNTB (Connect Biopharma Holdings): trial results in Asthma -19.9% ALHC (Alignment Healthcare): management comments at Baird fireside -16.7% SION (Sionna Therapeutics): updates on CF program; worst performer on XBI -14.6% BIVI (BioVie): microcap biotech; trial results in long COVID -12.4% ARWR (Arrowhead Pharmaceuticals): trial results in mixed hyperlipidemia -12.0% CLLS (Cellectis SA): follow-through, downgraded at Citizens -9.5% ASND (Ascendis Pharma): downgraded at Raymond James; regains rights to TransCon technology for metabolic disease from NVO -8.6% CLOV (Clover Health): sympathy to ALHC -6.7% CTNM (Contineum Therapeutics): trial results in MDD with JNJ -5.0% CMPS (Compass Pathways): takeaways from Monday's public hearing on psychedelic drugs -4.6% LEGN (Legend Biotech): appoints outside CEO (joins from NVS) -3.9% ALGN (Align Technology): worst performer on XLV -3.6% SRRK (Scholar Rock): follow-through, downgraded at Barclays -2.6% BSX (Boston Scientific): shares were +5% yesterday -2.6% HUM (Humana): shares down (3%) WTD -2.5% CNC (Centene): shares were +5% yesterday Pennsylvania reports two additional measles-associated deaths Confirmed deaths in the state now four (4), according to the Pennsylvania Department of Health. Year-to-date, DOH has confirmed 693 measles cases in 38 counties. Media coverage: Bloomberg; Reuters; AP Alignment Healthcare declines to comment on Stars; addressing cost trends seen in July/August; maintains guide Management was asked at Baird to comment on final cutpoints (for Stars). CEO declined comment, stating that CMS this year is very sensitive to anyone talking about it. "This year is different." Wait a couple of weeks, mid-October for the formal release by CMS. There is going to be short-term noise around the company's change management initiatives, claims transformation and growth to 1M members. Almost through that stretch of investments. With regard to Medical cost, the headwind is in institutional acute (hospital billing), a higher level of disputes. Also skilled nursing, saw length of stay go up. Called out "heat" in those two categories - an update for the quarter. Don't expect to persist into 2027. We're not changing 2026 guidance right now. Trading update: Shares of ALHC (15.7%), CLOV (7.0%) Waystar reportedly hires bankers to explore potential sale WAY Reuters reporting on Tuesday that Waystar has hired Evercore to advise on an exploratory sale process. StreetAccount notes that shares are down (24%) YTD amid the broader software sell-off this year, including down (1%) since the company's positive-tone Investor Day meeting on 25-Aug-2026. GSK acquires rights to TCE for multiple myeloma in deal worth up to $750M GSK.LN (GSK) announced it has acquired worldwide rights to develop a preclinical T Cell Engager (TCE) from existing partner Chimagen Biosciences (private) for deal worth up to $750M. Terms include an upfront payment (undisclosed amount) plus milestones both development and commercial. Plans to enter clinic for multiple myeloma in 2027. Trial results in SMID-cap biotech BIVI announced topline results from its phase 2 ADDRESS-LC trial evaluating oral bezisterim in Long COVID. In pre-specified subgroups, the treatment demonstrated stat sig improvements on multiple endpoints. CNTB announced topline results from the global phase 2 Seabreeze STAT Asthma study evaluating anti-IL4 antibody rademikibart as an add-on treatment. Trial demonstrated stat sig rapid improvements in FEV1, and meaningfully reduced rate of treatment failure - although the latter endpoint did not reach stat sig. CTNM announced topline results from the phase 2 MOONLIGHT-1 trial evaluating PIPE-307 / JNJ-5120 in major depressive disorder did not achieve its primary efficacy endpoint. (JNJ) VERA announced the final efficacy analysis of the ORIGIN 3 trial evaluating TRUTAKNA in adults with IgAN. Study met all prespecified endpoints. Plans to submit sBLA in Q4 of 2026. Since gaining FDA Accelerated Approval, says "early momentum" of the "launch is very encouraging". Notable research in Healthcare today Pharma: GSK.LN (GSK) upgraded to buy from hold at Berenberg (Kerry Holford), target increased to 2200p from 2000p or approx. 19% upside. LLY upgraded to buy from hold at Berenberg (Kerry Holford), target increased to $1400 from $1220 or approx. 23% upside. Biotech: ASND downgraded to outperform from strong buy at Raymond James (Martin Auster), target remains $287 or approx. 8% upside. (FactSet average PT $312; range $270-360) CLLS downgraded to market perform from market outperform at Citizens (Silvan Turkcan), notes valuation. CRDF upgraded to buy from neutral at HC Wainwright (Robert Burns), follows company's settlement of litigation with Nerviano. Target is $9 or approx. 587% upside. SRRK downgraded to equal weight from overweight at Barclays (Etzer Darout), notes valuation. Target increased however to $58 from $55 or approx. 12% upside. (FactSet average PT $70; range $58-84) TLX.AU (TLX) upgraded to buy from hold at Bell Potter (John Hester), target remains A$19 or approx. 16% upside. (FactSet average PT A$26; range A$19-31) MedTech: WAY downgraded (intraday) to equal weight from overweight at Barclays (Glen Santangelo) RMD upgraded to outperform from sector perform at RBC Capital Markets (Craig Wong-Pan), cites factors including company's earnings outlook. Target increased to $262 from $244 or approx. 17% upside. (FactSet average PT $262; range $175-331) Services: AGL upgraded to outperform at Bernstein (Lance Wilkes), target increased to $125 from $86 or approx. 35% upside. (FactSet average PT $118; range $85-146) ASTH initiated outperform at Oppenheimer (Michael Wiederhorn), target is $53 or approx. 34% upside. (FactSet average PT $52; range $41-65) Post-close news Corporate: UNH announces that Q3 earnings will be reported before the market open on Tuesday 13-Oct, with a conference call at 8:00ET. Note: Bellwether spot on the Q3 earnings calendar. JNJ is also scheduled to report the same day, to kick off Q3 season. Research: ZNTL initiated outperform at William Blair (Matt Phipps) On Deck: Conferences (cont.) Jefferies Healthcare Services and Technology Conference (Sep 14-16) (cont.) HC Wainwright Global Investment Conference (Sep 14-16) (cont.) Morgan Stanley Global Healthcare Conference (Sep 14-16) Deutsche Bank Healthcare Summit (Sep 16-17) on Thu 17-Sep: Citizens Private Ophthalmology Summit (Sep 17) Regulatory (cont.): EMA CHMP monthly meeting (Sep 14-17); MAA opinions on Friday (18-Sep) on Sat 19-Sep: FDA PDUFA for RARE UX111 BLA in Sanfilippo Syndrome; FDA PDUFA for IntraBio (private) Aqneursa sNDA in Ataxia-Telangiectasia (A-T) Corporate OSCR Investor Day (900ET) on Thu 17-Sep: NVST Investor Day (900ET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: AGL, ALGN, ALHC, ARWR, ASND, ASTH, BIVI, BSX, CADL, CLLS, CLOV, CMPS, CNC, CNTB, CRDF, CTNM, DGX, GSK.LN, HUM, JNJ, LEGN, LH, LLY, MDXG, MTD, NTRA, NVO, NVS, NVST, OSCR, RARE, RMD, RVTY, SION, SRRK, TLX, TLX.AU, TMO, TWST, UNH, VERA, WAY, ZNTL...(more)	show story hide story
15-Sep-2026 12:05	DGX Transcript Intelligence: Quest Diagnostics at Baird Healthcare Conference ($248.04 +$10.15) Conference Presentation Summary (Presentation Time: 15-Sep-26 10:50 ET): Organic growth appears stronger than originally contemplated, with the core physician business described as structurally healthier than pre-COVID and supported by persistent chronic disease testing demand, newer cardiovascular and metabolic tests, growing blood-based Alzheimer’s testing, and a fast-growing consumer wellness channel. The next Investor Day is planned for March 2027, and current commentary suggests a more constructive backdrop for organic growth than in the prior long-range plan, although no new formal long-term targets were provided. Consumer wellness testing has become a meaningful growth and margin contributor, with the business described at ~$250M exiting 2025 and growing at least 30% in 2026, helped by direct-to-consumer and partner channels; Apple Health is expected to begin contributing in December 2026. Quest still sees an active M&A and partnership funnel, but near-term deal pace has been constrained more by integration capacity and selectivity than by a lack of opportunities, after heavy 2024 deployment and additional large onboarding arrangements in 2025-2026. Health-system partnerships remain a strategic growth path because hospitals face tighter economics and Quest believes it can lower lab operating costs and improve utilization management, while acquired or partnered outreach books can also create a base for broader share gains in underpenetrated markets. Corewell is expected to remain a multiyear margin build, with savings and profitability improving as equipment and supply conversion progresses and outreach work is centralized into a new Michigan joint-venture lab next year. Fresenius is ramping faster, with margins improving each quarter; it is expected to reach the company average margin rate by 4Q 2026 and be accretive to the company average in 2027. PAMA remains a material unresolved risk, with CMS expected to release data in late September or early October 2026; Quest is prepared to challenge the outcome if reporting is not broad enough and is also pushing for legislative reform, while saying the worst-case revenue exposure from a full 15% cut across the affected Medicare book would be a little over $100M. This summary was created with GenAI, optimized by StreetAccount. Reference Link: Transcript	show story hide story
14-Sep-2026 10:47	DGX Transcript Intelligence: Quest Diagnostics at Morgan Stanley Global Healthcare Conference ($236.26 +$1.24) Conference Presentation Summary (Presentation Time: 14-Sep-26 10:00 ET): Quest raised 2026 guidance after a strong H1 and still expects full-year revenue growth of 8.3% to 9.2%, supported by broad-based utilization strength, higher revenue per requisition, contributions from the Corewell and Fresenius partnerships, and continued rapid consumer growth. Second-half growth is still assumed to slow versus H1, mainly because guidance still includes an expected impact from exchange disenrollment that has not yet materially appeared, some weather conservatism, and the anniversary of the Corewell and Fresenius launches. Quest still expects operating margin expansion in 2026, with second-half margin rate helped by lapping initially dilutive new partnerships and by improving profitability on those relationships as integration and startup costs ease. Underlying organic demand was described as durable rather than temporary, with physician-channel testing benefiting from broader screening and preventive-care trends, consumer testing annualizing near $300M and expected to grow more than 20% over the next three to five years, and the company continuing to gain market share. Consumer testing is becoming a more meaningful growth and margin contributor because Quest sees a large remaining market, is adding partners such as Apple, and said the business carries higher margins than the core enterprise because payment is simpler and test density per requisition is higher. PAMA remains a material 2027 reimbursement risk, but Quest does not currently expect its impact to be materially worse than roughly the $100M industry framing discussed by peers, and it expects to mitigate part of any hit while continuing to pursue legislative relief through the SALSA/RESULTS Act effort. Quest still estimates the combined volume impact from exchange changes and Medicaid work requirements at ~50 to 60 bps by 2028, with Medicaid effects not expected to begin until late 2027. Advanced diagnostics remains a strategic growth area, with ~$1B in identified high-growth categories growing at a mid-teens rate, led by brain health, cardiometabolic, oncology, women’s and reproductive health, and autoimmune testing. Haystack MRD is being commercialized cautiously, with the next key milestone being Medicare technical assessment approval for broader reimbursement; until then, Quest is expanding access and workflow integration but is avoiding a more aggressive commercial ramp. Capital deployment remains centered on acquisitions as the main growth use of cash, with physician outreach and health-system opportunities still described as robust, while Quest also intends to keep returning most free cash flow to shareholders through dividends and share repurchases that offset dilution. This summary was created with GenAI, optimized by StreetAccount. Early transcripts may contain phonetic spellings. Reference Link: Transcript	show story hide story
10-Sep-2026 11:56	^OPTIONS StreetAccount Summary - U.S. Unusual Option Volume: VIX +5.3% to 17.33; S&P 500 (0.4%) to 7,605.32 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. 745% - OLED (Universal Display $79.16, -0.9%) -- 7,416 contracts vs avg 996 - P/C ratio: 0.01 - following yesterday's Citi Global TMT Conference 634% - RCL (Royal Caribbean Group $259.96, +0.1%) -- 27,093 contracts vs avg 4,270 - P/C ratio: 33.22 530% - VMC (Vulcan Materials $249.11, -0.3%) -- 1,478 contracts vs avg 279 - P/C ratio: 0.03 - after International Tribunal Decision confirms Mexico violated international law in its treatment of the Co yesterday 455% - LCTX (Lineage Cell Therapeutics $1.02, -1.0%) -- 855 contracts vs avg 188 - P/C ratio: 0.26 - following announcing issuance of patent underlying its AlloSCOPE 5D manufacturing platform Tuesday 442% - CARR (Carrier Global $56.78, -2.0%) -- 25,291 contracts vs avg 5,716 - P/C ratio: 53.51; scheduled Morgan Stanley Laguna Conference event Sep-15 426% - LBRX (LB Pharmaceuticals $46.19, -3.1%) -- 574 contracts vs avg 135 - P/C ratio: 0.00 - after participating in Wells Fargo's 21st Annual Healthcare Conference yesterday, scheduled H.C. Wainwright Global Investment Conference event Sep-14 386% - CE (Celanese $46.05, +3.6%) -- 10,337 contracts vs avg 2,680 - P/C ratio: 0.01 352% - BRZE (Braze $24.04, +1.3%) -- 7,810 contracts vs avg 2,216 - P/C ratio: 4.24 - following Citi's Global TMT Conference and yesterday's earnings move, scheduled Piper Sandler Growth Frontiers Conference event Sep-15 324% - FWDI (Forward Industries $6.48, -1.1%) -- 2,625 contracts vs avg 809 - P/C ratio: 22.44 315% - PNR (Pentair $57.11, -0.7%) -- 1,114 contracts vs avg 354 - P/C ratio: 30.86 - follows Berger Montague announcing a class action lawsuit Tuesday 304% - APH (Amphenol $80.47, -1.1%) -- 20,055 contracts vs avg 6,587 - P/C ratio: 12.84 269% - RVTY (Revvity $122.19, -1.3%) -- 455 contracts vs avg 169 - P/C ratio: 0.00 - following Wells Fargo's Healthcare Conference and entering into a definitive agreement to acquire Human Cell Design yesterday, scheduled Baird Global Healthcare Conference event Sep-15 258% - INSP (Inspire Medical Systems $66.50, +0.0%) -- 355 contracts vs avg 137 - P/C ratio: 0.40 - following Wells Fargo's Healthcare Conference yesterday 257% - SYF (Synchrony Financial $76.05, -1.7%) -- 4,074 contracts vs avg 1,583 - P/C ratio: 0.01 - continuation of yesterday's volume, scheduled Barclays Global Financial Services Conference event Sep-14 252% - COUR (Coursera $5.33, +0.6%) -- 5,097 contracts vs avg 2,023 - P/C ratio: 123.32 249% - RELY (Remitly Global $23.26, -3.4%) -- 2,333 contracts vs avg 937 - P/C ratio: 8.22 - after yesterday's announced partnership with ETSY, scheduled Oppenheimer Fintech Leaders Conference event Sep-15 248% - BWIN (The Baldwin Group $29.54, +4.6%) -- 1,353 contracts vs avg 546 - P/C ratio: 0.00 243% - APT (Alpha Pro Tech $5.21, -1.0%) -- 1,187 contracts vs avg 489 - P/C ratio: 0.04 238% - SSL (Sasol $14.74, +1.1%) -- 701 contracts vs avg 294 - P/C ratio: 0.00 - continuation of yesterday's volume post BofA upgrade 238% - KC (Kingsoft Cloud Holdings $9.97, -2.4%) -- 3,816 contracts vs avg 1,605 - P/C ratio: 24.11 236% - POOL (Pool Corp $175.45, -1.4%) -- 778 contracts vs avg 330 - P/C ratio: 76.80; scheduled Goldman Sachs Global Consumer and Retail Conference event Sep-15 232% - EW (Edwards Lifesciences $86.49, +0.4%) -- 2,582 contracts vs avg 1,113 - P/C ratio: 0.08; scheduled Deutsche Bank Healthcare Summit event Sep-16 225% - DX (Dynex Capital $12.57, -2.1%) -- 1,718 contracts vs avg 762 - P/C ratio: 0.49 221% - KHC (Kraft Heinz $24.38, -0.9%) -- 86,099 contracts vs avg 38,888 - P/C ratio: 0.02 - after yesterday's Barclays Global Consumer Staples Conference 218% - YSS (York Space Systems $7.95, -1.5%) -- 6,524 contracts vs avg 2,995 - P/C ratio: 22.55 - following the Co's Flight-Proven Platforms being selected by Tomorrow.io this morning* for DeepSky early warning constellation* 212% - CASY (Casey's General Stores $636.44, +1.2%) -- 1,968 contracts vs avg 928 - P/C ratio: 0.81 - after this mornings upgrade at Raymond James post earnings 208% - NVCR (Novocure $15.46, -1.1%) -- 410 contracts vs avg 197 - P/C ratio: 1.34 - following yesterday's Wells Fargo Healthcare Conference, scheduled Morgan Stanley Global Healthcare Conference event Sep-14 201% - DGX (Quest Diagnostics $231.99, -1.5%) -- 895 contracts vs avg 446 - P/C ratio: 80.36 - after yesterday's news that Apple Health app users to be able to order labs from the Co, scheduled Baird Global Healthcare Conference event Sep-15 199% - SIG (Signet Jewelers $96.54, -5.8%) -- 1,625 contracts vs avg 815 - P/C ratio: 0.95 - following recent post-earnings move, gained >20% yesterday 196% - CYPH (Cypherpunk Technologies $2.23, -9.2%) -- 9,987 contracts vs avg 5,087 - P/C ratio: 0.07 - continuation of yesterday's volume Click here to view / receive alerts for Unusual Options Volume Related: APH, APT, BRZE, BWIN, CARR, CASY, CE, COUR, CYPH, DGX, DX, EW, FWDI, INSP, KC, KHC, LBRX, LCTX, NVCR, OLED, PNR, POOL, RCL, RELY, RVTY, SIG, SSL, SYF, VMC, YSS...(more)	show story hide story
09-Sep-2026 16:05	DGX Apple Health app users to be able to order labs from Quest Diagnostics later this year ($235.46) Quest Diagnostics announced that Apple Health app users in the United States will be able to conveniently purchase a tailored Quest laboratory test panel that includes over 50 biomarkers directly through the app on iPhone and iPad later this year. Users can purchase and schedule their blood draw and biometric readings at one of Quest's ~2,000 patient service centers in the United States for $119. Shortly after testing, lab results will appear within the Apple Health app. Quest collaborates with third-party providers to review and approve all test orders and, at the user's request, discuss test results and next steps for no additional charge. Apple first announced the upcoming update today at its September event. Reference Link: Press release Related: AAPL	show story hide story
01-Sep-2026 02:11	RENX.LN Renalytix PLC announces collaboration with Quest Diagnostics (4p) Renalytix plc announces that it has signed a multi-year agreement with Quest Diagnostics to make kidneyintelX.dkd blood testing available to physicians and patients served by Quest in the United States. The agreement covers the establishment of a national programme to enable U.S. healthcare providers the ability to access and order the Renalytix kidneyintelX.dkd test through Quest's connectivity. kidneyintelX.dkd is the first and only test to receive FDA authorization and Medicare reimbursement for the prediction of risk of progressive decline in kidney function in the estimated 15M U.S. adult patients with type 2 diabetes and early-stage chronic kidney disease. The blood-based kidneyintelX.dkd test enables earlier, guideline-directed care before patients reach high-cost clinical milestones, such as dialysis or transplantation, which is important as Medicare spending on chronic kidney disease now exceeds $130B annually. Quest serves approximately half the physicians and hospitals in the U.S. Under the agreement, physicians will be able to directly order kidneyintelX.dkd through their existing Quest account and electronic health record. Patients will also be able to use Quest's 2,000 patient service centers and 6,000 in-office phlebotomists for blood draws in the United States. Renalytix will perform and bill for its proprietary kidneyintelX.dkd test from its lab in New York. kidneyintelX.dkd is expected to be available for physician ordering through Quest's connectivity services in Q1 of 2027. Pursuant to the agreement, Quest has the option to in-license kidneyintelX.dkd when certain commercialization milestones are achieved. Reference Link: Press release See Related StreetAccount comments: 9/1/2026 2:10:31 AM - Renalytix PLC to raise ~£9.5M through placing of new shares Related: DGX	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 16:33	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed to little changed overall on Monday. Advancers outnumbered decliners on the XLV, a reversal of breadth in afternoon trading. Healthcare +0.02% vs S&P 500 (0.28%). Most major health groups ended little changed and lightly mixed around the tape on Monday. Today's key dynamic was another modest pullback in biopharma against the backdrop of broad MSD gains last week. MRNA (4.3%) pullback, shares were +129% last week, led all decliners on the XLV, and weighed on the XBI (0.94%). DRG (0.19%) finished far from its worst levels of the morning. Sector newsflow very quiet over the weekend - and no notable M&A announcements on Monday morning. Biggest regulatory headline perhaps a clinical hold on a gene therapy from RGNX (24.9%). CAPR +8.1% announced the FDA has extended the PDUFA for deramiocel by three months. Payers were today's leading advancer, the group is up ~1% on the average; UNH +2.2% leading gainer on the XLV, after trading places with HUM +2.0%. Looking ahead, WAY +1.4% hosting I-Day tomorrow, Agilent highlights the earnings calendar with its Wednesday evening report, and a handful of FDA PDUFA dates scattered across the next seven days. Macro Not a lot of action to start the trading week with market somewhat in waiting mode for key catalysts later this week (NVDA earnings, Warsh Jackson Hole speech). Latest Treasury buyback update (Bessent considering tapping TGA to fund buybacks) helped rates at longer-end. Move takes some pressure off Fed, shorter end of the curve (which were tabbed to finance purchases through "twist"), though structural rate pressures (debt/deficits, global yield backdrop, AI-linked supply) remain. Momentum extended recent underperformance with memory under under outsized pressure. AI narrative busy with a number of recent headlines (NVDA price hikes driven by memory surge and open-weight moves, Deepseek/OpenAI price cuts, rising AI-linked CDS). US and Canada trade war also a key focus. After talks collapsed and US implemented 50% tariff on $20B of Canadian imports Saturday, Trump said Monday Canadian cars, truck auto parts, steel to be hit with 50% tariffs starting in 2027, though delayed Canadian implementation, next US ramp not until January seen offering time for resolution. Not much new from Bessent's "economic D-Day" announcement, did not offer any detail on how China would be handled (recall China buys 90% of Iran's oil exports). Notable Gainers +18.5% ALVO (Alvotech): initiation +8.1% CAPR (Capricor Therapeutics): PDUFA extension by 3 months; best performer on XBI +7.0% JANX (Janux Therapeutics): upgraded at Wolfe Research; assumed at TD Cowen; second-best on XBI +4.5% VERA (Vera Therapeutics): on average volume +4.3% KURA (Kura Oncology): on above average volume +2.2% UNH (UnitedHealth Group): on below average volume; best performer on XLV Notable Decliners -24.9% RGNX (REGENXBIO): FDA places gene therapy RGX-121 on clinical hold; worst performer on XBI -12.1% AZTA (Azenta): CEO resigns; guidance update -9.0% TEM (Tempus AI): shares were +40% last week -8.0% HIMS (Hims & Hers Health): Bloomberg report on Visa notice -7.3% SLS (SELLAS Life Sciences Group, Inc.): shares +279% YTD -5.2% QGEN (Qiagen): appoints new CEO effective 1-Sep -4.4% GH (Guardant Health): TwinStrand judgment; Leerink comments -4.4% MANE (VeraDermics, Inc.): shares were down (9%) last week -4.3% MRNA (Moderna): shares were +129% last week; worst performer on XLV -3.3% SMMT (Summit Therapeutics): shares were +6% on Friday -2.7% BSX (Boston Scientific): shares were down (3%) last week Regulatory headlines in SMID-cap biotech RGNX announced that FDA has placed a clinical hold on RGX-121 following the discovery of asymptomatic spine MRI findings in five participants in the CAMPSIITE study. CEO comments: "We believe these findings are unique and limited to our Hunter Syndrome program, and require longer-term follow-up and additional data analysis to assess the benefit-risk profile of RGX-121." CAPR announced that FDA has extended the PDUFA for deramiocel by three months until 22-Nov-2026. Follows negative FDA Adcomm for the current proposed indication, and CEO comments that an amendment would soon be filed to modify the proposed indication. UTHR announced that FDA has accepted for review its NDA for oral formulaton of ralinepag as a treatment for pulmonary arterial hypertension (PAH). The PDUFA goal date is 24-Jun-2027. StreetAccount notes that MNKD is partnered on the DPI formulation of ralinepag (MNKD-1501). Azenta lower following CEO resignation AZTA announced that CEO John Marotta has resigned from the company, and that current board member Martin Madaus has been appointed interim CEO. Search for a permanent CEO is underway. Company reaffirms fiscal Q4 revenue guidance issued on 4-Aug-2026, and now expects a one-time EBITDA impact of $3M for consulting expense in Q4. Hims & Hers Health lower following surge in credit card disputes HIMS Bloomberg reports that Visa has issued notice to the company of a high number of credit card disputes over their weight loss service. Telehealth company was put in the Acquirer Monitoring Program after a "surge" of disputes. Roche diagnostic for Alzheimer's Disease gains FDA clearance LH and DGX each announced they would offer Roche's (ROP.SW) Elecsys Phospho-Tau Plasma blood test for Alzheimer's diagnosis. Roche announced earlier today that FDA has cleared the pTau217 assay. (QTRX) FDA accepts Jemperli sBLA for rectal cancer GSK announced that FDA has accepted for priority review its sBLA for Jemperli (ANAB) for patients with 1L dMMR/MSI-H rectal cancer. The PDUFA goal date is in February 2027, however the application is eligible for CNPV thus decision could come sooner. Notable research in Healthcare today Biotech: JANX upgraded to outperform from peer perform at Wolfe Research (Kalpit Patel), target is $23 or approx. 32% upside. (FactSet average PT $32; range $14-60) ALVO initiated buy at BofA (Jason Gerberry), target is $7 or approx. 58% upside. (FactSet average PT $6; range $4-9) INBX initiated buy at HC Wainwright (Robert Burns), target is $245 or approx. 136% upside. NVCT initiated overweight at Cantor Fitzgerald (Pete Stavropoulos) QTTB initiated overweight at Morgan Stanley (Judah Frommer), target is $34 or approx. 113% upside. STTK initiated strong buy at Raymond James (Martin Auster), target is $18 or approx. 139% upside. (FactSet average PT $15; range $11-18) MedTech: PSNL downgraded to hold from buy at Craig-Hallum Capital (Bill Bonello). Cites acquisition by TEM, and believes that a competing bid is unlikely even after the positive development by Moderna-Merck last week. Target is $16.25 or approx. 12% downside. NXGL downgraded to hold from buy at Maxim Group (Naz Rahman) VEEV transferred overweight at Piper Sandler (Billy Fitzsimmons), target increased to $295 from $235. NCNO transferred overweight at Piper Sandler (Billy Fitzsimmons), target increased to $25 from $22. IMDX initiated buy at Lucid Capital Markets (Alex Nowak), target is $8 or approx. 84% upside. Services: VMD initiated outperform at Barrington Research (Michael Petusky), target is $14 or approx. 58% upside. Post-close news Regulatory: LKFT issues press release and confirms FDA orphan drug designation for gamgertamig (GILD) for pemphigus. StreetAccount reported the designation from FDA.gov on 20-Aug. On Deck: Corporate WAY Investor Day meeting (14:00ET) Regulatory JAZZ FDA PDUFA on Tuesday for Ziihera sBLA for gastric cancers (RPRX, ZYME) Earnings on Wed 26-Aug: after A (Agilent) (call at 16:30ET), PAHC (call Thu at 9:00ET) StreetAccount Healthcare Reads California Weighs Penalties for Healthcare Providers That Don't Rein In Costs (24-Aug) KFF Inside Moderna and Merck's cancer vaccine triumph (24-Aug) STAT News Roche, Eli Lilly's Alzheimer's blood test gets FDA clearance (24-Aug) Reuters Hims' Weight-Loss Plans Draw Penalties Over Credit Card Disputes (21-Aug) Bloomberg This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: A, ALVO, ANAB, AZTA, BSX, CAPR, DGX, GH, GILD, GSK, HIMS, IMDX, INBX, JANX, JAZZ, KURA, LH, LKFT, LLY, MANE, MNKD, MRK, MRNA, NCNO, NVCT, NXGL, PAHC, PSNL, QGEN, QTRX, QTTB, RGNX, ROP.SW, RPRX, SLS, SMMT, STTK, TEM, UNH, UTHR, VEEV, VERA, VMD, WAY, ZYME...(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
24-Aug-2026 07:30	DGX Quest Diagnostics announces two new developments for Quest AD-Detect portfolio of blood-based biomarker tests for Alzheimer's disease ($244.39) Earlier today, Roche announced that the FDA has cleared the Elecsys Phospho-Tau (217P) Plasma (pTau217) blood test, making it the first and only FDA-cleared single-assay, single-biomarker blood biomarker test that supports both rule-in and rule-out assessment of amyloid pathology using the same validated clinical cutoffs across primary and specialty care settings. Quest provides a comprehensive menu of blood-based Alzheimer's biomarker tests under the AD-Detect brand name. Quest plans to introduce an AD-Detect-branded laboratory test service based on the FDA-cleared Elecsys pTau217 assay to physicians and clinical trials collaborators nationwide in Q4 of this year. Quest also plans to incorporate the Roche test in future AD-Detect panels in 2027. Separate from the FDA clearance of the Roche pTau217 test, Quest also announced it will launch its newest AD-Detect test innovation, AD-Detect ABeta 42/40, p-tau217, and ApoE Evaluation, lab-developed test for physicians and clinical trials collaborators nationwide at the end of this month. Reference Link: Press release See Related StreetAccount comments: 8/24/2026 7:09:03 AM - Roche Holding announces FDA has cleared the Elecsys Phospho-Tau (217P) Plasma (pTau217) blood test	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
19-Aug-2026 10:01	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (150 total) 52-Week Highs: 128 total; due to the volume, we are only displaying those with market cap >$15B ABNB (Airbnb $186.80, +3.50) +1.9%; 52-week +48.8% AMGN (Amgen $438.80, +13.50) +3.2%; 52-week +50.0% ARGX (argenx $1020.20, +27.20) +2.7%; 52-week +54.3% BIIB (Biogen $218.60, +6.00) +2.8%; 52-week +60.8% BMY (Bristol Myers Squibb $68.10, +2.00) +3.1%; 52-week +41.3% CP (Canadian Pacific Kansas City $95.20, +1.50) +1.6%; 52-week +29.5% CVE (Cenovus Energy $32.80, +0.30) +1.0%; 52-week +119.7% DGX (Quest Diagnostics $241.10, +4.80) +2.0%; 52-week +34.7% DINO (HF Sinclair $95.60, -0.10) -0.1%; 52-week +114.2% EC (Ecopetrol $18.00, +0.30) +1.8%; 52-week +103.3% ET (Energy Transfer $21.40, -0.00) +0.1%; 52-week +23.6% FTI (TechnipFMC $78.30, -0.00) 0.0%; 52-week +123.4% JLL (Jones Lang LaSalle $387.40, +16.40) +4.4%; 52-week +32.3% JNJ (Johnson & Johnson $275.10, +4.00) +1.5%; 52-week +56.1% LLY (Eli Lilly $1288.70, +63.00) +5.1%; 52-week +84.6% MRK (Merck $150.10, +15.00) +11.1%; 52-week +78.2% MRNA (Moderna $135.60, +72.70) +115.4%; 52-week +382.8% OVV (Ovintiv $66.10, +1.10) +1.6%; 52-week +68.9% PR (Permian Resources Corp. $22.60, +0.30) +1.3%; 52-week +70.2% PSX (Phillips 66 $242.60, -0.90) -0.4%; 52-week +97.5% REGN (Regeneron $838.60, +28.40) +3.5%; 52-week +46.1% ROIV (Roivant Sciences $37.10, -0.30) -0.8%; 52-week +214.0% RPRX (Royalty Pharma $60.70, +1.00) +1.6%; 52-week +68.8% RVMD (Revolution Medicines $218.90, +2.90) +1.3%; 52-week +500.5% TEVA (Teva Pharmaceutical $37.40, +0.90) +2.3%; 52-week +107.3% TGT (Target $160.90, +8.50) +5.5%; 52-week +53.3% THC (Tenet Healthcare $276.40, +6.20) +2.3%; 52-week +61.3% 52-Week Lows: 22 total AHG (Akso Health Group CNY1.00, -0.00) -4.3%; 52-week -43.2% ALHC (Alignment Healthcare $13.10, -0.10) -0.6%; 52-week -14.0% AMBR (Amber International Holding $1.20, -0.10) -6.5%; 52-week -78.3% AMSF (Amerisafe $26.50, -0.10) -0.3%; 52-week -41.4% BALY (Bally's $8.70, -0.30) -2.9%; 52-week -10.0% BETR (Better Home & Finance $12.90, -0.20) -1.2%; 52-week -26.0% BKKT (Bakkt $6.80, -0.10) -2.0%; 52-week -26.5% CABO (Cable One $28.20, +0.10) +0.3%; 52-week -82.1% CLNE (Clean Energy Fuels $1.60, -0.00) -0.6%; 52-week -34.4% CPRI (Capri Holdings $14.40, -0.00) +0.1%; 52-week -29.6% ESAB (ESAB Corp. $79.40, +0.40) +0.5%; 52-week -28.0% FLX (BingEx CNY1.90, -0.00) -2.3%; 52-week -38.5% GETY (Getty Images Holdings $0.30, -0.00) -0.4%; 52-week -86.0% GOGO (Gogo $2.60, -0.00) -0.4%; 52-week -78.3% INVZ (Innoviz Technologies $0.30, -0.00) -5.0%; 52-week -80.9% KDK (Kodiak AI, Inc. $3.90, -0.10) -1.8%; 52-week -65.4% KEP (Korea Electric Power $11.20, -0.00) -0.3%; 52-week -19.2% LX (LexinFintech Holdings $1.30, -0.00) +0.4%; 52-week -78.3% RAIL (Freightcar America $7.20, -0.00) +0.3%; 52-week -13.0% RTO (Rentokil Initial $23.60, -0.00) +0.2%; 52-week -2.2% SRG (Seritage Growth Properties $2.10, -0.00) -0.7%; 52-week -39.9% TOYO (TOYO Co. $4.40, -1.30) -22.4%; 52-week -13.8% # highs/lows by sector (150 in total) Commercial Services - 5 highs, 2 lows Communications - 0 highs, 1 lows Consumer Durables - 1 highs, 0 lows Consumer Non-Durables - 2 highs, 0 lows Consumer Services - 1 highs, 2 lows Distribution Services - 1 highs, 0 lows Electronic Technology - 0 highs, 1 lows Energy Minerals - 7 highs, 0 lows Finance - 17 highs, 5 lows Health Services - 5 highs, 1 lows Health Technology - 61 highs, 0 lows Industrial Services - 3 highs, 0 lows Miscellaneous - 1 highs, 0 lows Non-Energy Minerals - 3 highs, 0 lows Process Industries - 2 highs, 0 lows Producer Manufacturing - 1 highs, 4 lows Retail Trade - 3 highs, 2 lows Technology Services - 2 highs, 1 lows Transportation - 13 highs, 1 lows Utilities - 0 highs, 2 lows Related: ABCL, ABNB, ACAD, ACHV, ACU, ADPT, AHG, ALHC, AMBR, AMGN, AMLX, AMSF, ANGO, ANRO, APGE, ARGX, ATLO, ATRC, AUTL, AVAH, BALY, BETR, BFNH, BIIB, BIO, BKKT, BLFS, BMY, BSAI, BWLP, CABO, CADL, CBLL, CGAU, CGEM, CHCI, CLNE, CLYM, CMBT, CP, CPRI, CRDL, CRL, CVE, CZFS, DAR, DGX, DINO, DNTH, EBF, EC, EDRY, ESAB, ET, ETON, FDMT, FHTX, FLX, FMCB, FRO, FTI, GETY, GOGO, HAE, HALO, HELP, HNVR, HTFL, IMMX, IMNM, IMUX, IMVT, INSW, INVZ, IOSP, IOVA, IVZ, JILL, JLL, JNJ, KDK, KEP, KIDS, KNTK, KRNY, KURA, LFST, LLY, LPG, LQDT, LX, MAKO, MAN, MRK, MRNA, MRVI, MTA, NASB, NAT, NHC, NMM, NRIX, NWPP, OGN, ORKA, OVV, OYSE, PBAM, PBYI, PK, PLSE, PR, PSX, PTGX, RAIL, RAPP, RBKB, REGN, RGEN, RHI, RLAY, RMAX, RMNI, ROIV, RPRX, RTO, RVMD, RVTY, SB, SBLK, SEIC, SM, SRG, SYRE, TBI, TDW, TEVA, TGT, THC, TNK, TOYO, TSBK, TWIN, TWST, TXG, UFI, URGN, UTZ, WT, XNCR...(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
23-Jul-2026 17:00	StreetAccount Sector Summary - Healthcare Post-Market Synopsis Healthcare equities finished mixed yet stronger overall on Thursday. Advancers beat decliners by nearly 2:1 on the XLV. Healthcare +1.29% vs S&P 500 (1.21%). Most major health groups ended higher on the averages, led by Pharma and MedTech. DRG +1.32% with major drugmakers (1%) to +2%. Managed Care group was today's key decliner after a mixed print by MOH (9.7%) dragged on Medicaid and Marketplace levered payers. Earnings calendar ramped quickly overnight and pre-open Thursday, and remained the primary driver across the sector. TMO +8.7% / DGX +8.6%, both on earnings, and CNC (3.3%), in sympathy to Molina's earnings, bracketed the XLV. Medical device stocks also under pressure again on the latest hospital print; CYH (13.7%). ALGN and ISRG were down (2.5%) each. Several Life Science prints on the tape, including TMO providing some renewed optimism to the space; CRO MEDP +14.7% also surprised with a rebound in bookings during Q2. Obesity drug names faring better today, with LLY +2.0% on new data from its triple G agonist. Positive efficacy data overshadowing bearish noise on CV and timing slip. Day One of the FDA Pharmacy Compounding Adcom discussed the regulation of peptides; first of seven votes to recommend BPC-157 lifted shares of HIMS to session highs; stock closed up +3.3%. Earnings calendar ramp brought a first look at the CRO space, and secondary reports in Managed Medicaid and Hospitals. Heavyweight slate of LST&D reports also on Thursday. CRO Medpace Holdings delivered a strong Q2 beat-and-raise with a big rebound for bookings. Eli Lilly reported more pivotal readouts from the GGG agonist program for retatrutide. Efficacy data support BLA submissions in obesity, knee OA pain, and OSA. Timeline slipped however from 2026 into Q1 of 2027. Edwards Lifesciences headlines the earnings calendar tonight. HCA reports full Q2 results on Friday morning; shares down ~(4%) since preannounce nine days ago. FDA PCAC continues into Day 2 on Friday. Macro Earnings was one of the big drivers of today's drop, with GOOGL and TSLA both down sharply after their reports. Capex a notable overhang on the former though remains a positive for the AI infrastructure narrative; however, some mix for momentum group today (sems/semicaps down while memory and energy AI infrastructure hold up better). Geopolitics today's other major theme. Pressure from rising oil making it difficult to ignore the Mideast conflict; while investors still looking for a diplomatic solution vs major escalation, that off-ramp is not yet in sight. Lot of headline volatility today with market processing Red Sea tanker attacks by Houthi militants and Trump hinting he could be close to restarting major combat operations. Oil prices influencing today's higher Treasury yields as well (along with fiscal and corporate supply), while also some renewed discussion about potential for heightened bond volatility (negative for risk assets) from Fed's shift away from forward guidance. Notable Gainers +28.4% NVCR (Novocure): earnings +14.7% MEDP (Medpace Holdings): earnings; raised FY guidance +8.7% TMO (Thermo Fisher Scientific): earnings; best performer on XLV +8.6% DGX (Quest Diagnostics): earnings, guidance; second-best on XLV +8.6% ARGX (argenx): earnings +6.3% PALI (Palisade Bio): initiation +5.4% TGTX (TG Therapeutics): best performer on XBI; on average volume; shares +86% YTD +5.1% ROP.SW (Roche Holding): earnings +4.9% CAPR (Capricor Therapeutics): above average volume; upcoming Adcom +4.8% CRL (Charles River Laboratories): sympathy to MEDP +3.7% RDY (Dr. Reddy's Laboratories): ADRs were (9%) yesterday +3.4% IONS (Ionis Pharmaceuticals): shares remain (30%) MTD/YTD +3.4% LH (Labcorp Holdings): sympathy to DGX +3.3% HIMS (Hims & Hers Health): amid FDA panel on peptides; first vote positive +3.1% RVMD (Revolution Medicines): regulatory update +2.0% LLY (Eli Lilly): trial results in obesity/T2D; BLA timeline slipped Notable Decliners -16.7% EVH (Evolent Health): downgraded at Citi -16.4% AGL (agilon health): downgraded at Citi -13.7% CYH (Community Health Systems): earnings; lowered FY guidance -9.7% MOH (Molina Healthcare): earnings, guidance -6.5% IMMX (Immix Biopharma): worst performer on XBI; shares +68% YTD -4.1% XRAY (Dentsply Sirona): dental weakness on provider sympathy -3.3% CNC (Centene): sympathy to MOH; worst performer on XLV -2.5% ISRG (Intuitive Surgical): sympathy to CYH; shares down (17%) MTD -2.4% ALGN (Align Technology): dental weakness on provider sympathy CROs trade higher in reaction to Medpace outlook MEDP reported Q2 EPS $4.25 vs FactSet $3.98 on revenue $707.3M vs FS $689.5M. Raises FY26 financial guidance top to bottom. Net book-to-bill ratio of 1.13x Quick take: Takeaways largely constructive around the update, with the Q2 bookings rebound following a weaker Q1 (on elevated cancellations) commonly flagged. Notes suggesting the meaningful improvement likely stemming from an improved cancellation rate vs prior quarters - and should help mitigate concern around the company's competitive position. On the call this morning (9:00 ET), focus will be on the composition of revenue and bookings in Q2 and any forward look into bookings, cancellation rates and margin trajectory to support the FY guidance raise. Earnings in Life Science Tools TMO reports Q2 EPS $6.03 ex-items vs FactSet $5.72 on revenue $11.99B vs FS $11.71B. On the call: Guided Q3 EPS $0.35-40 higher than Q2, implying range ahead of FactSet consensus. Raises FY26 outlook on top and bottom lines. SRT3.GR reports H1 EPS €2.49 on revenue €1.81B and confirms FY26 guidance, including sales growth 5-9% cc at the group level. WST reports Q2 EPS $2.37 ex-items vs FactSet $2.08 on revenue $872.3M vs FS $840.0M. Guides Q3 ahead of consensus. Raises FY26 EPS outlook by $0.375 at the midpoints, revenue by $35M at the midpoints. Another hospital profit warning; Community Health comments on payor mix headwinds CYH reported Q2 adj EBITDA $330M vs FactSet $326.7M on revenue $2.83B vs FS $2.89B. Lowers FY26 financial guidance top to bottom. Medicaid and Marketplace headwinds an overhang for Molina Healthcare MOH reported Q2 EPS $1.51 ex-items vs FactSet $1.39 on revenue $10.87B vs FS $10.83B. Consolidated MCR 92.2% vs SA 92.5%. Quick Take: Initial negative share reaction is attributed to worse-than-expected Marketplace headwinds, with margin pressure driven by an unfavorable acuity mix and prior-year risk adjustment. Discussion also points to elevated expectations following the stock's strong YTD performance, with the modest guidance raise falling short of investor expectations. The Marketplace business is viewed as a continued near-term overhang; however, commentary is constructive on Medicaid cost trend stabilization, strength in Medicare, and improving free cash flow. Quest Diagnostics higher on Q2 beat-and-raise DGX reports Q2 EPS $3.12 ex-items vs FactSet $2.82 on revenue $3.04B vs FS $2.97B. Raises FY26 EPS outlook by $0.42 at the midpoints, revenue outlook by $160M at the midpoints. Quick Take: Results are seen as alleviating concerns around a potential volume slowdown, with momentum viewed as a combination of company-specific and broader market factors. Margin came in softer than expected, with pressure attributed to an unfavorable mix. Commentary on guidance is constructive and seen as signaling underlying operational upside potential. Roche higher following H1 print and reaffirm ROP.SW reports H1 core EPS CHF10.85 vs consensus CHF10.17 on revenue CHF30.36 vs consensus CHF30.27B. Topline beat driven by pharma segment, with diagnostics a hair light of consensus. Repeats FY26 sales growth MSD CER, and core EPS in the HSD range. Eli Lilly higher on GGG update LLY announced topline results from TRIUMPH-2 and TRIUMPH-3, two pivotal Phase 3 trials evaluating triple G agonist retatrutide in obesity. Management comments: "With the positive results from TRIUMPH-2 and TRIUMPH-3, we now have the clinical data package to support global submissions for retatrutide as a potential treatment for obesity, knee osteoarthritis pain, and obstructive sleep apnea." Work on the CMC data package ongoing; BLA submission now planned for Q1 of 2027 versus prior 2026. Note that TRIUMPH-1 was toplined in May 2026 and presented at ADA in June. FDA panel recommends two peptides for inclusion on bulk compounding list Two-day FDA Advisory Committee reviewing the current restrictions on compounding of peptides. Reuters writes that Hims & Hers Health (HIMS) stands to benefit from the potential loosening of FDA restrictions. STAT News says to expect peptide enthusiasts to clash with FDA staff who stand in the way. The expert panel itself may also be divided by idealogy. Pharmacy Compounding Advisory Committee (PCAC) to meet 23-Jul (8:00-18:20ET) and 24-Jul (8:00-16:15ET) with votes taken throughout the meeting. (Votes) First of seven peptides discussed by the FDA's PCAC, with votes following product-specific discussion. The evaluated use of BPC-157 is for Ulcerative Colitis. PCAC voted 8 yes, 6 no, 1 abstain. Leerink analyst Michael Cherny notes that '157 is not only first on the panel's agenda, but also one of the most commercially viable of the seven. Firm maintains market perform rating on HIMS. Second of seven: Panel voted: 8 Yes, 6 No, 1 Abstain Full question: Should KPV (free base) be placed on the 503A bulks list? Note: same vote for KPV acetate Meeting ongoing. The PCAC to vote on five additional peptides over the next day and a half. Notable research in Healthcare today Biotech: AGMB initiated buy at B Riley Securities (William Wood), target is $34 or approx. 193% upside. (FactSet average PT $33; range $27-36) PALI initiated outperform at Oppenheimer (Leland Gershell), target is $8 or approx. 321% upside. (FactSet average PT $11; range $5-25) MedTech: AGL downgraded to sell from neutral at Citi (Daniel Grosslight), citing valuation on YTD runup, target increased however to $105 from $80 or approx. 12% downside. (FactSet average PT $72; range $22-141) EVH downgraded to neutral from buy at Citi (Daniel Grosslight), citing low visibility given membership changes for HIX and Medicaid. Target increased however to $6.75 from $5.50 or approx. 21% upside. (FactSet average PT $6; range $3-8) Post-close news Corporate / CFO transition / Preannounce: GEHC announced that CFO Jay Saccaro will step down for an opportunity outside of the medtech industry. Companny also announces preliminary Q2 revenue $5.30B vs FactSet $5.26B, guides Q2 EPS ahead of prior expectation, and reaffirms FY26 financial guidance. Shares trading +1.0% in the after-hours Earnings: EW reports Q2 EPS $0.78 vs FactSet $0.74 on revenue $1.74B vs FS $1.70B. Raises FY26 sales growth guidance to +10-11% from +9-11%; Reaffirms FY26 EPS guidance Conf. call at 17:00ET Shares trading +7.0% in the after-hours THC reports Q2 adj EBITDA $1.30B vs FactSet $1.14B on revenue $5.63B vs FS $5.43B. Raises FY26 guidance from top to bottom lines Conf. call tomorrow at 11:30ET Shares trading +14.6% in the after-hours SMMT reports Q2 results including cash & equivalents $690.7M at 30-Jun. Expects HARMONi-3 events for final PFS in squamous NSCLC to be reached in H2 of 2026; interim analysis of OS planned. Filed a common stock sales agreement for up to $380M Conf. call at 16:30ET Shares trading (4.4%) in the after-hours On Deck: Regulatory (cont.): FDA advisory committee (Day 2 of 2): Compounding Drugs to discuss peptides (Jul 24 8:00-16:15ET) on Friday: EMA CHMP opinions for MAA (July) on Friday: FDA PDUFA for Otsuka (4578.JP) in ADHD on Sun 26-Jul: FDA PDUFA for MannKind (MNKD) Furoscix autoinjector Earnings before the open HCA (call at 10:00ET) Peek Ahead to next week (Jul 27 - Aug 2) Overview: FDA advisory committee meetings for CAPR and REPL; FDA PDUFA goal dates for MNKD and OTLK. Earnings volume ramps significantly in the third week of the Q2 season, including: AZN, UHS, CNC, GSK, BSX, HUM, BIIB, TEVA, ALGN, BMY, CI, REGN, SNY, SYK, MTD, DXCM, ILMN, GH, ABBV, MRNA This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 4578.JP, AGL, AGMB, ALGN, ARGX, CAPR, CNC, CRL, CYH, DGX, EVH, EW, GEHC, HCA, HIMS, IMMX, IONS, ISRG, LH, LLY, MEDP, MNKD, MOH, NVCR, PALI, RDY, ROP.SW, RVMD, SMMT, SRT3.GR, TGTX, THC, TMO, WST, XRAY...(more)	show story hide story
23-Jul-2026 16:11	FactSet Podcast - Evening Market Recap, 23-Jul Overview: US equities finished down in Thursday trading, ending a bit above session lows. Big tech was broadly lower with GOOGL and TSLA the notable Mag 7 decliners on their reports. Capex a notable overhang on the former though remains a positive for the AI infrastructure narrative. Tickers Mentioned: GOOGL, TSLA, IBM, TXN, NOW, RTX, LMT, TMUS, TMO, UNP, URI, NDAQ, ROP, DGX, MEDP, CLF, OII, DOV, LUV, ROL, KNX, MOH, AAL MBLY, ACI, DECK, INTC, NEM, AXP, SLB, VZ About This Podcast: The Evening Market Recap Podcast aims to bring listeners up to speed on the trading day as quickly as possible. With a target time of ~5 minutes and a publish time of ~18:00 EDT, this is an ideal listen after the market closes. Find us on Apple and Spotify, or click the link below to listen now. Related: AAL MBLY, ACI, AXP, CLF, DECK, DGX, DOV, GOOGL, IBM, INTC, KNX, LMT, LUV, MEDP, MOH, NDAQ, NEM, NOW, OII, ROL, ROP, RTX, SLB, TMO, TMUS, TSLA, TXN, UNP, URI, VZ...(more) Reference Link: Market Recap 23-Jul-26	show story hide story
23-Jul-2026 11:11	DGX Transcript Intelligence: Quest Diagnostics Q2 Earnings Guidance ($231.37 +$21.54) Guidance Summary (Call Time: 23-Jul-26 08:30 ET): Nearer-term: Revenue 11.95B - 12.05B for full year 2026. Revenue growth 8.3% - 9.2% for full year 2026. Adjusted EPS 11.05 - 11.25 for 2026. Reported EPS 9.97 - 10.17 for 2026. Cash from operations ~1.8B in 2026. Capital expenditures ~550M in 2026. Operating margin will expand for full year 2026 versus prior year. Share count will be slightly below 2025 levels for 2026. Interest expense will remain consistent with 2025 for 2026. Adjusted effective tax rate will remain consistent with 2025 for 2026. Nova project expenses unchanged for 2026, with 70% of spend in H2 of year. Fuel costs at high end of previously guided range in H2 of 2026. ACA exchange subsidy expiration will have 30-basis point negative impact on 2026 revenue. Corewell Health relationship will contribute 250M in revenue for 2026. Corewell Health margin rate will improve from low- to mid-single digits in 2026. Fresenius Medical Care relationship will add nearly 100M in revenue for 2026. Fresenius Medical Care margin profile will improve sequentially through Q4 2026. Consumer business will grow at high end of previously guided 20%-30% range in 2026. Revenue per requisition, excluding Corewell and Fresenius, will remain strong in 2026. Pricing will remain flattish y/y for 2026, with slight negative impact in hospital reference business offset by positive health plan trends. Utilization trends will remain robust across all channels through H2 of 2026. Haystack MRD test commercial rollout will expand nationwide in 2026. AI and automation investments, including IntelliDraw and Hologic Genius Digital Diagnostics, will be extended to additional sites by year-end 2026. Invigorate program will deliver 3% annual cost savings and productivity improvements in 2026. Longer-term: Compound annual growth rates for consolidated revenue, organic revenue, and adjusted earnings will be targeted over the long term. Corewell Health co-lab relationship will scale to a joint venture in Michigan, launching in early 2027. Consumer health business will sustain high growth, with ongoing expansion of questhealth.com and new wellness panels. Advanced diagnostics, including brain health, cardiometabolic, and autoimmune testing, will drive continued double-digit growth. Haystack MRD test adoption will increase as reimbursement expands and clinical evidence is generated across additional cancer types. RESULTS Act passage or further PAMA delays will be pursued to mitigate reimbursement risk for future years. Hospital deal pipeline will remain strong, with focus on co-lab, reference, and outreach partnerships in new and existing markets. AI and automation initiatives will be further deployed to enhance productivity and customer experience beyond 2026. Clinical evidence generation for oncology and brain health portfolios will remain a priority to support payer adoption and reimbursement. Company will maintain tight controls on bad debt and patient concessions, with no material deterioration long term. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 7/23/2026 11:11:13 AM - Transcript Intelligence: Quest Diagnostics Q2 Earnings Themes 7/23/2026 11:11:13 AM - Transcript Intelligence: Quest Diagnostics Q2 Earnings Q&A 7/23/2026 06:48:12 AM - StreetAccount Metrics Recap - Quest Diagnostics Q2 Earnings 7/23/2026 06:47:57 AM - Quest Diagnostics reports Q2 EPS $3.12 ex-items vs FactSet $2.82 [14 est, $2.75-2.91] Reference Link: Transcript	show story hide story
23-Jul-2026 11:11	DGX Transcript Intelligence: Quest Diagnostics Q2 Earnings Themes ($231.74 +$21.91) Themes Summary (Call Time: 23-Jul-26 08:30 ET): Themes: Accelerate AI and automation: Drive productivity, quality, and customer engagement across labs and service centers. Expand hospital partnerships: Strengthen co-lab and reference relationships amid industry consolidation and operational pressures. Grow advanced diagnostics: Increase demand for specialized tests in cardiometabolic, brain health, autoimmune, and oncology segments. Boost consumer health offerings: Leverage wellness trends and direct-to-consumer platforms for robust growth in preventive testing. Navigate policy changes: Monitor ACA subsidy expirations, PAMA reimbursement risks, and advocate for RESULTS Act passage. Risks: PAMA reimbursement uncertainty: Potential rate cuts or delays could impact industry pricing and margins significantly. Opportunities: Hospital deal pipeline expansion: Increased outsourcing by hospitals creates new collaboration, acquisition, and outreach opportunities. Strategic Adjustments: Scale co-lab relationships: Transition Corewell partnership to joint venture; invest in lab infrastructure to support future growth. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 7/23/2026 06:48:12 AM - StreetAccount Metrics Recap - Quest Diagnostics Q2 Earnings 7/23/2026 06:47:57 AM - Quest Diagnostics reports Q2 EPS $3.12 ex-items vs FactSet $2.82 [14 est, $2.75-2.91] Reference Link: Transcript	show story hide story
23-Jul-2026 11:11	DGX Transcript Intelligence: Quest Diagnostics Q2 Earnings Q&A ($231.74 +$21.91) Q&A Summary (Call Time: 23-Jul-26 08:30 ET): Hospital channel relationships remain robust, with mid-single digit growth in both reference and co-lab businesses; pipeline looks promising. Bad debt exposure is stable, with no deterioration in collections or patient concessions; controls over receivables are tight. ACA subsidy expiration is projected to be a 30-basis point headwind for full-year revenue; impact remains unchanged from prior guidance. Operating margin expansion anticipated for the full year, driven by volume growth and reduced dilutive impact from Corewell and Fresenius deals. Corewell partnership expected to contribute $250M in revenue this year; margin profile improving as planned, JV launch targeted for early next year. Revenue per requisition continues to rise due to higher test-per-req rates and strong consumer/advanced diagnostics demand. PAMA policy outlook includes three scenarios: new CMS rates, RESULTS Act passage (rates flat through '28), or another delay—advocacy ongoing regardless of outcome. This summary was created with GenAI, optimized by StreetAccount. See Related StreetAccount comments: 7/23/2026 11:11:13 AM - Transcript Intelligence: Quest Diagnostics Q2 Earnings Themes 7/23/2026 06:48:12 AM - StreetAccount Metrics Recap - Quest Diagnostics Q2 Earnings 7/23/2026 06:47:57 AM - Quest Diagnostics reports Q2 EPS $3.12 ex-items vs FactSet $2.82 [14 est, $2.75-2.91] Reference Link: Transcript	show story hide story
23-Jul-2026 10:08	DGX Quest Diagnostics higher following a Q2 beat/raise ($209.83) DGX shares +10.6% after reporting a Q2 top/bottom-line beat and raising FY26 EPS and revenue outlook. Results are seen as alleviating concerns around a potential volume slowdown, with momentum viewed as a combination of company-specific and broader market factors. Margin came in softer than expected, with pressure attributed to an unfavorable mix. Commentary on guidance is constructive and seen as signaling underlying operational upside potential.	show story hide story
23-Jul-2026 10:01	^52WEEK StreetAccount Summary: Stocks reaching new 52-week highs/lows (110 total) 52-Week Highs: 58 total; due to the volume, we are only displaying those with market cap >$5B ADM (Archer-Daniels-Midland $87.70, +0.40) +0.5%; 52-week +58.3% BPOP (Popular $171.50, -2.40) -1.4%; 52-week +48.8% CNI (Canadian National Railway $130.60, +2.70) +2.1%; 52-week +30.1% CRL (Charles River Laboratories $230.00, +11.30) +5.1%; 52-week +40.8% CSX (CSX Corp $52.50, +2.50) +5.1%; 52-week +48.9% CTVA (Corteva $88.00, -0.50) -0.6%; 52-week +19.3% DGX (Quest Diagnostics $230.90, +21.10) +10.1%; 52-week +29.6% GD (General Dynamics $385.50, +12.40) +3.3%; 52-week +29.5% ILMN (Illumina $197.40, +6.50) +3.4%; 52-week +93.4% LH (Labcorp Holdings $296.10, +14.70) +5.2%; 52-week +17.5% MEDP (Medpace Holdings $617.90, +89.80) +17.0%; 52-week +29.3% MSM (MSC Industrial $127.40, +0.10) +0.1%; 52-week +46.2% NSC (Norfolk Southern $354.30, +23.40) +7.1%; 52-week +26.4% OHI (Omega Healthcare Investors $51.10, +0.50) +0.9%; 52-week +32.2% PAA (Plains All American Pipeline $24.70, +0.20) +0.9%; 52-week +32.8% PAGP (Plains GP Holdings $26.40, +0.20) +0.8%; 52-week +33.7% PCAR (PACCAR $132.70, +1.60) +1.2%; 52-week +34.6% SEIC (SEI Investments $97.40, -1.40) -1.4%; 52-week +7.5% SOBO (South Bow $38.40, -0.10) -0.2%; 52-week +44.7% TRGP (Targa Resources $286.60, +2.10) +0.8%; 52-week +76.3% TRV (Travelers Cos. $371.10, -1.00) -0.3%; 52-week +39.1% TXG (10X Genomics $48.50, +1.50) +3.1%; 52-week +273.4% UGP (Ultrapar Participacoes $6.50, -0.00) +0.4%; 52-week +129.9% UNP (Union Pacific $310.20, +17.70) +6.0%; 52-week +35.3% URI (United Rentals $1161.90, +126.80) +12.3%; 52-week +46.9% VTR (Ventas $97.90, +0.80) +0.8%; 52-week +45.9% WELL (Welltower $246.90, +1.90) +0.8%; 52-week +53.3% WST (West Pharmaceutical Services $355.10, -3.30) -0.9%; 52-week +62.2% 52-Week Lows: 52 total; due to the volume, we are only displaying those with market cap >$1B ACI (Albertsons Cos. $11.80, -2.80) -18.9%; 52-week -42.5% ALNY (Alnylam Pharmaceuticals $265.90, -1.10) -0.4%; 52-week -18.3% ASR (ASUR $269.90, -3.60) -1.3%; 52-week -10.5% BEPC (Brookfield Renewable Corp. $32.70, -0.00) -0.1%; 52-week -10.4% BRSL (Brightstar Lottery $10.30, -0.20) -1.5%; 52-week -28.9% BXMT (Blackstone Mortgage Trust $16.50, -0.20) -1.0%; 52-week -14.9% CPRT (Copart $27.00, -0.10) -0.5%; 52-week -41.7% DOX (Amdocs $50.80, -0.40) -0.9%; 52-week -43.3% HDB (HDFC Bank $22.80, -0.30) -1.4%; 52-week -41.6% IBM (IBM $201.70, -4.10) -2.0%; 52-week -28.5% INFY (Infosys $10.50, -0.40) -3.6%; 52-week -42.3% ISRG (Intuitive Surgical $329.80, -10.90) -3.2%; 52-week -35.5% LADR (Ladder Capital $9.70, -0.10) -1.0%; 52-week -12.4% LEN (Lennar $80.50, -1.60) -2.0%; 52-week -32.1% LOW (Lowe's Companies $201.50, -2.80) -1.4%; 52-week -11.2% LVS (Las Vegas Sands $45.70, +0.50) +1.1%; 52-week -5.7% MCD (McDonald's $262.50, -1.00) -0.4%; 52-week -12.2% OTF (Blue Owl Technology Finance $9.90, -0.00) -0.2%; 52-week -35.5% PRCT (PROCEPT BioRobotics $17.40, -0.30) -1.6%; 52-week -70.4% PSEC (Prospect Capital $2.10, -0.00) -0.5%; 52-week -38.0% QS (QuantumScape $5.40, -0.40) -7.2%; 52-week -60.5% ROL (Rollins $38.80, -4.60) -10.7%; 52-week -30.1% SAP (SAP €147.50, -1.20) -0.8%; 52-week -51.8% TDS (Telephone & Data Systems $33.80, -0.00) -0.1%; 52-week -12.2% WHR (Whirlpool Corp. $36.20, -1.00) -2.6%; 52-week -62.5% WYNN (Wynn Resorts $96.60, +2.20) +2.3%; 52-week -10.3% # highs/lows by sector (110 in total) Commercial Services - 4 highs, 1 lows Communications - 0 highs, 1 lows Consumer Durables - 0 highs, 2 lows Consumer Non-Durables - 0 highs, 1 lows Consumer Services - 0 highs, 4 lows Distribution Services - 1 highs, 0 lows Electronic Technology - 3 highs, 1 lows Energy Minerals - 2 highs, 0 lows Finance - 15 highs, 16 lows Health Services - 2 highs, 0 lows Health Technology - 9 highs, 6 lows Industrial Services - 5 highs, 0 lows Miscellaneous - 0 highs, 3 lows Non-Energy Minerals - 1 highs, 1 lows Process Industries - 4 highs, 1 lows Producer Manufacturing - 4 highs, 2 lows Retail Trade - 1 highs, 3 lows Technology Services - 2 highs, 8 lows Transportation - 4 highs, 1 lows Utilities - 1 highs, 1 lows Related: ACI, ACIC, ADM, AFBI, AGNT, AIV, ALNY, AMAL, AMBP, ARI, ASR, BEPC, BGS, BLFS, BPOP, BRSL, BWEN, BWFG, BXMT, BZAI, CGBD, CION, CLMT, CNI, CPRT, CRL, CSX, CTVA, CZBS, DEFT, DGX, DHX, DOX, ETON, FBRT, FBRX, FNWD, FOCL, FTK, FTRE, GD, GEF, GETY, HDB, IBM, ILMN, INFY, ISRG, JOYY, KNTK, KWY, LADR, LDI, LEN, LH, LOW, LPRO, LVS, MCD, MEDP, MFIC, MRLN, MRVI, MSB, MSIF, MSM, NOEM, NSC, NVCR, NVEC, OHI, OII, OTF, PAA, PAGP, PBCO, PCAR, PRCT, PROK, PSEC, QS, REFI, RELL, ROL, RYZ, SAP, SBKO, SEIC, SES, SIGA, SOBO, SPRY, SSTK, TCX, TDS, THRM, TLRY, TRGP, TRV, TXG, UGP, UNP, URI, UWMC, VTR, WELL, WHR, WST, WTTR, WYNN...(more)	show story hide story
23-Jul-2026 09:18	StreetAccount Summary - US Pre-market trading update S&P futures (74.8) to 7465.5, (0.99%) vs settlement. 10-year yield +5 bps to 4.71%. Sep WTI +$4.15 or +4.78% to $90.98. Trading Higher: *Market cap >$10B* +9.0% ALLE (Allegion $152.48, +12.53) -- earnings +7.8% WST (West Pharmaceutical Services $386.39, +27.98) -- earnings +7.6% DGX (Quest Diagnostics $225.71, +15.88) -- earnings In sympathy: LH +3.4% +6.3% ROP (Roper Technologies $357.89, +21.18) -- earnings +6.2% TMO (Thermo Fisher Scientific $559.22, +32.76) -- earnings In sympathy: RVTY +3.1%, DHR +2.6%, A +2.1% +6.2% IQV (IQVIA Holdings $210.91, +12.39) +5.9% URI (United Rentals $1,096.00, +60.94) -- earnings +5.7% RTX (RTX Corp. $206.00, +11.12) -- earnings +5.4% NOW (ServiceNow $100.65, +5.19) -- earnings In sympathy: WDAY +1.6%, INTU +1.5% +5.2% LMT (Lockheed Martin $541.05, +26.69) -- earnings +4.6% CX (CEMEX $13.30, +0.58) -- earnings +4.1% CSX (CSX Corp $51.98, +2.05) -- earnings +3.8% ICLR (ICON plc $173.56, +6.28) +3.6% VG (Venture Global $15.35, +0.53) +3.5% LYB (LyondellBasell Industries $64.50, +2.18) +3.0% TSCO (Tractor Supply $30.25, +0.89) -- earnings +3.0% JHX (James Hardie Industries $25.53, +0.75) -- Q1 preliminary results +2.7% TECK (Teck Resources $58.78, +1.57) -- earnings +2.7% NSC (Norfolk Southern $340.00, +9.06) -- earnings +2.5% NDAQ (Nasdaq $93.19, +2.29) -- earnings +2.5% RDDT (Reddit $174.60, +4.22) +2.4% PAYP (PayPay $16.28, +0.38) -- in final talks with Seven & I to combine loyalty program data; Morgan Stanley upgrade +2.1% SKHY (SK Hynix $168.70, +3.43) +2.1% CF (CF Industries Holdings $130.00, +2.65) +1.8% HUBS (HubSpot $208.50, +3.60) +1.7% ARGX (argenx $866.47, +14.75) -- earnings +1.5% IOT (Samsara $33.83, +0.50) -- Guggenheim Securities initiates buy +1.4% ADSK (Autodesk $206.38, +2.88) -- Guggenheim Securities initiates buy +1.4% GEN (Gen Digital $25.93, +0.35) +1.2% PKG (Packaging Corporation of America $230.98, +2.79) -- earnings +1.2% BPOP (Popular $175.99, +2.10) -- earnings, raises dividend, new repurchase, CEO transition +1.2% NTR (Nutrien $69.30, +0.80) +1.1% HUT (Hut 8 Corp. $111.11, +1.25) -- Morgan Stanley initiates overweight *Market cap $1B-$10B* +15.6% NVCR (Novocure $18.00, +2.43) -- earnings +11.9% CLF (Cleveland-Cliffs $10.57, +1.12) -- earnings +11.5% AMBP (Ardagh Metal Packaging $5.25, +0.54) -- earnings +7.6% YELP (Yelp $26.70, +1.89) +6.8% COCO (The Vita Coco $79.48, +5.03) -- earnings +6.0% IMAX (Imax $41.66, +2.36) -- earnings +5.8% GSHD (Goosehead Insurance $54.39, +2.99) -- earnings, CEO transition +4.7% WEX (WEX Inc. $163.05, +7.37) -- earnings +3.5% AADX (Applied Aerospace & Defense $17.89, +0.60) +3.4% POOL (Pool Corp $202.81, +6.62) -- earnings +3.3% SGML (Sigma Lithium $10.50, +0.34) -- says negotiating with Minas Gerais Government to settle notification by Regional Environmental State Body +3.1% ALKT (Alkami Technology $16.99, +0.51) +2.4% FTRE (Fortrea Holdings $18.94, +0.45) +2.3% MOS (Mosaic $23.31, +0.53) +2.2% ZGN (Ermenegildo Zegna $14.18, +0.30) -- earnings +1.9% LADR (Ladder Capital $9.94, +0.19) -- earnings +1.6% SGHC (Super Group (SGHC) $14.72, +0.24) +1.6% QTWO (Q2 Holdings $53.70, +0.84) +1.6% PONY (Pony.ai $6.94, +0.11) -- China resumes issuing robotaxi licenses, per Bloomberg *Market cap <$1B* +36.9% DOMO (Domo $4.31, +1.16) -- Progress Software (PRGS) to acquire Domo's AI and data platform business +18.8% NVEC (NVE Corp $102.96, +16.28) -- earnings +16.6% RELL (Richardson Electronics $21.00, +2.99) -- earnings +14.5% ZYBT (Zhengye Biotechnology $1.58, +0.20) +13.8% GRML (Greenland Mines $0.25, +0.03) -- limited-duration stockholder rights plan +13.2% MCRP (Micropolis Holding $1.37, +0.16) +11.6% SKYQ (Sky Quarry $4.61, +0.48) +9.1% HYLN (Hyliion Holdings $4.29, +0.36) -- contract +5.6% NEGG (Newegg Commerce $16.55, +0.88) +4.8% SPRY (ARS Pharmaceuticals $6.35, +0.29) +3.6% BDN (Brandywine Realty $3.18, +0.11) -- earnings +3.3% ZNTL (Zentalis Pharmaceuticals $4.65, +0.15) -- Rodman & Renshaw initiates buy *Oil/energy higher -- WTI futures +4.55%* SSL +6.6%, KOS +5.7%, PTEN +3.5%, BTE +3.5%, LBRT +3.4% (earnings), VET +3.4%, OBE +3.3%, APA +3.2%, SM +3.2%, WTI +3.0%, EQNR +3.0%, NOG +2.9%, ACDC +2.8%, TALO +2.8%, VLO +2.7%, HPK +2.7%, PBF +2.6%, OXY +2.6%, FANG +2.5%, CVE +2.4%, MPC +2.4%, MTDR +2.3% (announces Delaware Basin acquisitions and Woodford exploration well results), COP +2.3%, PARR +2.2%, PSX +2.2%, DVN +2.1%, CRGY +2.0%, EOG +2.0%, BP +2.0%, SU +2.0%, TTE +1.9% (earnings; dividend), XOM +1.9%, CNQ +1.9%, CVX +1.8%, AR +1.8%, MNR +1.7%, HAL +1.7%, DINO +1.6%, EQT +1.6%, SHEL +1.6%, OKE +1.6%, EC +1.6%, PR +1.6%, VNOM +1.5%, EXE +1.5%, BKR +1.5%, PBR +1.4% (receives payment of new installment under the Diesel Economic Subvention Program), YPF +1.4%, LNG +1.4%, WMB +1.4%, SLB +1.2% Trading Lower: *Market cap >$10B* -19.4% ROL (Rollins $35.02, -8.45) -- earnings In sympathy: RTO -3.4% -17.7% STM (STMicroelectronics $54.15, -11.62) -- earnings -8.2% TSLA (Tesla $343.44, -30.57) -- earnings -7.0% MOH (Molina Healthcare $206.22, -15.52) -- earnings In sympathy: CNC -3.0% -5.8% TXN (Texas Instruments $277.13, -17.06) -- earnings In sympathy: WOLF -4.6%, ON -4.5%, NXPI -4.1%, MCHP -4.1%, ADI -3.5% -5.8% DOV (Dover Corp $202.00, -12.53) -- earnings -5.7% TMUS (T-Mobile US $180.00, -10.94) -- earnings -5.6% INFY (Infosys $10.32, -0.61) -- earnings -5.4% GOOGL (Alphabet $323.56, -18.53) -- earnings -4.0% HONA (Honeywell Aerospace $199.50, -8.28) -- HON updates on Honeywell Aerospace's Q2 performance -3.5% LUV (Southwest Airlines $46.00, -1.66) -- earnings; oil higher -3.3% SMTC (Semtech $132.36, -4.57) -3.2% ASTS (AST Spacemobile $59.98, -1.97) -3.1% RKLB (Rocket Lab $67.62, -2.13) -3.1% BMNR (Bitmine Immersion Technologies $17.19, -0.55) -3.1% MPWR (Monolithic Power Systems $1,355.50, -42.95) -3.0% AMZN (Amazon.com $237.47, -7.38) -- Republican staff on the Senate Small Business Committee investigate AMZN over China influence to its online marketplace -2.9% SNDK (Sandisk $1,552.51, -46.76) -2.8% CCL (Carnival $25.38, -0.72) -- oil higher -2.8% MSTR (Strategy $97.23, -2.78) -2.8% CBRS (Cerebras Systems $204.00, -5.80) -2.7% AFRM (Affirm Holdings $71.95, -1.97) -2.7% MRVL (Marvell Technology $205.22, -5.77) -2.5% GFS (GlobalFoundries $57.02, -1.47) -2.5% LVS (Las Vegas Sands $44.12, -1.13) -- earnings -2.5% META (Meta Platforms $611.68, -15.49) -2.5% RMBS (Rambus $101.20, -2.63) -2.5% HBM (HudBay Minerals $22.95, -0.60) -2.5% ALAB (Astera Labs $322.50, -8.39) -2.4% LRCX (Lam Research $311.62, -7.67) -2.4% DOCN (DigitalOcean Holdings $139.31, -3.37) -2.4% HOOD (Robinhood Markets $102.00, -2.48) -2.3% AMAT (Applied Materials $541.41, -12.51) -2.3% CRWV (CoreWeave $80.75, -1.89) -2.3% RCL (Royal Caribbean Group $279.18, -6.67) -- oil higher -2.3% RKT (Rocket Cos. $13.13, -0.31) -2.3% CIFR (Cipher Mining $23.89, -0.57) -2.2% CRDO (Credo Technology $223.35, -4.92) -2.2% IBKR (Interactive Brokers Group $91.47, -2.03) -2.2% IBM (IBM $201.20, -4.57) -- earnings; to acquire HRL Laboratories -2.1% ZION (Zions Bancorporation $68.62, -1.45) -- Evercore ISI downgrade -2.0% HBAN (Huntington Bancshares $17.90, -0.37) -- earnings -1.8% CMCSA (Comcast $23.09, -0.43) -- earnings -1.4% BX (Blackstone $121.11, -1.71) -- earnings -1.4% CMCSA (Comcast $23.18, -0.34) -- earnings *Market cap $1B-$10B* -16.0% ACI (Albertsons Cos. $12.26, -2.34) -- earnings In sympathy: KR -3.4% -7.0% FSBC (Five Star Bancorp $45.00, -3.37) -- earnings -6.1% QS (QuantumScape $5.51, -0.36) -- earnings, amended collaboration agreement with PowerCo -5.7% AAL (American Airlines Group $13.94, -0.85) -- earnings; oil higher In sympathy: ULCC -3.9%, JBLU -2.7%, DAL -2.7%, UAL -2.4% -5.2% MBLY (Mobileye Global $8.32, -0.46) -- earnings, CEO transition -4.9% NVTS (Navitas Semiconductor $12.05, -0.62) -4.6% NCLH (Norwegian Cruise Line Holdings $18.45, -0.88) -- Truist downgrade; oil higher -4.2% BFLY (Butterfly Network $6.33, -0.28) -4.0% GLXY (Galaxy Digital, Inc. $23.80, -0.99) -4.0% XXI (Twenty One Capital $4.82, -0.20) -4.0% VSH (Vishay Intertechnology $38.30, -1.59) -4.0% SYNA (Synaptics $115.77, -4.85) -3.9% COLD (Americold Realty Trust $14.71, -0.59) -3.9% CEVA (Ceva $38.51, -1.55) -3.9% STC (Stewart Information Services $66.96, -2.75) -- earnings -3.8% OUST (Ouster $37.40, -1.46) -3.8% BRUN (Boost Run $23.31, -0.91) -3.7% ALGM (Allegro MicroSystems $48.00, -1.87) -3.6% LWLG (Lightwave Logic $6.52, -0.25) -3.5% PENG (Penguin Solutions $57.12, -2.08) -3.5% DCH (Dauch Corp $5.50, -0.20) -3.5% USAR (USA Rare Earth $15.26, -0.56) -3.4% AMBA (Ambarella $66.68, -2.33) -3.2% AEHR (Aehr Test Systems $90.58, -2.96) *Market cap <$1B* -82.8% SXTC (China Sxt Pharmaceuticals $0.35, -1.67) -- $9M registered direct offering -39.4% LESL (Leslie's $1.46, -0.95) -- reportedly considering options to address debt load, including Ch. 11 -18.1% HYFT (MindWalk $1.18, -0.26) -- earnings -12.5% PN (Skycorp Solar Group $8.17, -1.17) -11.8% CYH (Community Health Systems $2.84, -0.38) -- earnings -11.1% RGP (Resources Connection $4.10, -0.51) -- earnings -6.0% OPTX (Syntec Optics Holdings $7.81, -0.50) -5.4% NVA (Nova Minerals Corp. $4.59, -0.26) -5.2% ADUR (Aduro Clean Technologies $13.52, -0.74) -5.1% SSTK (Shutterstock $7.00, -0.38) -- suspends dividend -5.0% EVH (Evolent Health $5.29, -0.28) -- Citi downgrade -4.7% INV (Innventure $3.21, -0.16) -4.5% BLZE (Backblaze $12.82, -0.60) -4.2% FWDI (Forward Industries $4.15, -0.18) -4.2% ASPI (ASP Isotopes $3.91, -0.17) -4.0% ARQQ (Arqit Quantum $17.35, -0.73) *Gold/Silver lower -- Gold futures (2.10%)* SBSW -5.8%, DRD -5.5%, AYA -5.2%, THM -5.1%, SCZM -5.0%, EXK -4.8%, AU -4.8%, GFI -4.6%, ASM -4.5%, AG -4.5%, SVM -4.1%, CDE -4.1%, ARIS -4.0%, USAS -3.9%, HL -3.8%, NG -3.5%, IAG -3.4%, PPTA -3.3%, HMY -3.3%, PAAS -3.2%, HYMC -3.2%, SSRM -3.1%, BTG -3.0%, FSM -2.9%, EQX -2.8%, EGO -2.8%, KGC -2.7%, NEM -2.6%, WPM -2.6%, RGLD -2.5%, B -2.5%, AGI -2.4%, AEM -2.4% Click here to view our Gainers & Decliners page Related: A, AADX, AAL, ACDC, ACI, ADI, ADSK, ADUR, AEHR, AEM, AFRM, AG, AGI, ALAB, ALGM, ALKT, ALLE, AMAT, AMBA, AMBP, AMZN, APA, AR, ARGX, ARIS, ARQQ, ASM, ASPI, ASTS, AU, AYA, B, BDN, BFLY, BKR, BLZE, BMNR, BP, BPOP, BRUN, BTE, BTG, BX, CBRS, CCL, CDE, CEVA, CF, CIFR, CLF, CMCSA, CNC, CNQ, COCO, COLD, COP, CRDO, CRGY, CRWV, CSX, CUK, CVE, CVX, CX, CYH, DAL, DCH, DGX, DHR, DINO, DOCN, DOMO, DOV, DRD, DVN, EC, EGO, EOG, EQNR, EQT, EQX, EVH, EXE, EXK, FANG, FSBC, FSM, FTRE, FWDI, GEN, GFI, GFS, GLXY, GOOGL, GRML, GSHD, HAL, HBAN, HBM, HL, HMY, HONA, HOOD, HPK, HUBS, HUT, HYFT, HYLN, HYMC, IAG, IBKR, IBM, ICLR, IMAX, INFY, INTU, INV, IOT, IQV, JBLU, JHX, KGC, KOS, KR, LADR, LBRT, LESL, LH, LMT, LNG, LRCX, LUV, LVS, LWLG, LYB, MBLY, MCHP, MCRP, META, MNR, MOH, MOS, MPC, MPWR, MRVL, MSTR, MTDR, NCLH, NDAQ, NEGG, NEM, NG, NOG, NOW, NSC, NTR, NVA, NVCR, NVEC, NVTS, NXPI, OBE, OKE, ON, OPTX, OUST, OXY, PAAS, PARR, PAYP, PBF, PBR, PENG, PKG, PL, PN, PONY, POOL, PPTA, PR, PSX, PTEN, QS, QTWO, RCL, RDDT, RELL, RGLD, RGP, RKLB, RKT, RMBS, ROL, ROP, RTO, RTX, RVTY, SBSW, SCZM, SGHC, SGML, SHEL, SKHY, SKYQ, SLB, SM, SMTC, SNDK, SPRY, SSL, SSRM, SSTK, STC, STM, SU, SVM, SXTC, SYNA, TALO, TE, TECK, THM, TMO, TMUS, TSCO, TSLA, TTE, TXN, UAL, ULCC, URI, USAR, USAS, VET, VG, VLO, VNOM, VSH, WDAY, WEX, WMB, WOLF, WPM, WST, WTI, XOM, XXI, YELP, YPF, ZGN, ZION, ZNTL, ZYBT...(more)	show story hide story
23-Jul-2026 08:37	StreetAccount Sector Summary - Healthcare Pre-Market Synopsis Earnings calendar ramping up across the sector with a first look at the CRO space, and secondary reports in Managed Medicaid and Hospitals overnight. A big slate of LST&D reports on Thursday morning. CRO Medpace Holdings delivered a strong Q2 beat-and-raise with a big rebound for bookings. Shares of MEDP +17% higher in the pre-market (low volume). Eli Lilly reported more pivotal readouts from the GGG agonist program for retatrutide. Efficacy data support BLA submissions in obesity, knee OA pain, and OSA. Timeline slipped however from 2026 into Q1 of 2027. Shares down (1%) in the pre-market. Today, FDA advisory committee opens two-day meeting to discuss the compounding of peptides. Edwards Lifesciences headlines the earnings calendar tonight. Macro S&P futures are down (0.6%) on Thursday morning, near pre-market lows. Mag 7 a drag following results from GOOGL and TSLA. However, continued hyperscaler capex ramp a positive for the AI infrastructure trade with momentum outperforming again (and some firms suggesting bounce has more room to run given cleaner positioning). Higher oil the other big area of focus as diplomatic off-ramp hopes dissipate, headlines hint at further escalation and Red Sea dynamics add to energy supply concerns. Higher oil a factor behind higher yields (along with fiscal and corporate supply), while also some renewed discussion about potential for heightened bond volatility (negative for risk assets) from Fed's shift away from forward guidance. Pre-market trading update Trading higher +16.9% MEDP earnings (low volume) +15.6% NVCR earnings +8.2% DGX earnings +6.2% WST earnings +4.7% TMO earnings +2.8% RDY ADRs were (9%) yesterday +2.5% ROP.SW in European trading; earnings Trading lower -12.4% CYH earnings -6.7% MOH earnings -5.0% EVH downgraded at Citi -4.7% AGL downgraded at Citi -3.7% CNC sympathy to MOH -2.4% SRT3.GR in European trading; earnings -0.8% LLY trial results in obesity/T2D; BLA timeline slipped Pharma Earnings: ROP.SW reports H1 core EPS CHF10.85 vs consensus CHF10.17 on revenue CHF30.36 vs consensus CHF30.27B. Topline beat driven by pharma segment, with diagnostics a hair light of consensus. Repeats FY26 sales growth MSD CER, and core EPS in the HSD range. Conf. call at 8:00ET Trial results: LLY announced topline results from TRIUMPH-2 and TRIUMPH-3, two pivotal Phase 3 trials evaluating triple G agonist retatrutide in obesity. Management comments: "With the positive results from TRIUMPH-2 and TRIUMPH-3, we now have the clinical data package to support global submissions for retatrutide as a potential treatment for obesity, knee osteoarthritis pain, and obstructive sleep apnea." Work on the CMC data package ongoing; BLA submission now planned for Q1 of 2027 versus prior 2026. Note that TRIUMPH-1 was toplined in May 2026 and presented at ADA in June. Regulatory: PFE announced that FDA has accepted for priority review its sNDA for Talzenna plus Xtandi combo in mCSPC. PDUFA goal date in Q4 of 2026. Biotech Regulatory: RVMD announced that FDA has accepted for review its daraxonrasib NDA for 2L mPDAC, completing the rolling submission. Company previously confirmed that the NDA was filed utilizing a Commissioner's National Priority Review Voucher (CNPV), suggesting that total review time could be as short as 1-2 months. (RPRX) Life Science & MedTech Earnings: WST reports Q2 EPS $2.37 ex-items vs FactSet $2.08 on revenue $872.3M vs FS $840.0M. Guides Q3 ahead of consensus. Raises FY26 EPS outlook by $0.375 at the midpoints, revenue by $35M at he midpoints. Conf. call at 8:00ET TMO reports Q2 EPS $6.03 ex-items vs FactSet $5.72 on revenue $11.99B vs FS $11.71B. Conf. call at 8:30ET - Guides on the call. SRT3.GR reports H1 EPS €2.49 on revenue €1.81B and confirms FY26 guidance, including sales growth 5-9% cc at the group level. Conf. call at 7:00ET MEDP reported Q2 EPS $4.25 vs FactSet $3.98 on revenue $707.3M vs FS $689.5M. Raises FY26 financial guidance top to bottom. net book-to-bill ratio of 1.13x Conf. call at 9:00ET Quick take: Takeaways largely constructive around the update, with the Q2 bookings rebound following a weaker Q1 (on elevated cancellations) commonly flagged. Notes suggesting the meaningful improvement likely stemming from an improved cancellation rate vs prior quarters - and should help mitigate concern around the company's competitive position. On the call this morning (9:00 ET), focus will be on the composition of revenue and bookings in Q2 and any forward look into bookings, cancellation rates and margin trajectory to support the FY guidance raise. Research: AGL downgraded to sell from neutral at Citi (Daniel Grosslight), citing valuation on YTD runup, target increased however to $105 from $80 or approx. 12% downside. (FactSet average PT $72; range $22-141) EVH downgraded to neutral from buy at Citi (Daniel Grosslight), citing low visibility given membership changes for HIX and Medicaid. Target increased however to $6.75 from $5.50 or approx. 21% upside. (FactSet average PT $6; range $3-8) Services & Hospitals Earnings: DGX reports Q2 EPS $3.12 ex-items vs FactSet $2.82 on revenue $3.04B vs FS $2.97B. Raises FY26 EPS outlook by $0.42 at the midpoints, revenue outlook by $160M at the midpoints. Conf. call at 8:30ET CYH reported Q2 adj EBITDA $330M vs FactSet $326.7M on revenue $2.83B vs FS $2.89B. Lowers FY26 financial guidance top to bottom. Conf. call at 11:00ET Managed Care Earnings: MOH reported Q2 EPS $1.51 ex-items vs FactSet $1.39 on revenue $10.87B vs FS $10.83B. Consolidated MCR 92.2% vs SA 92.5%. Quick Take: Initial negative share reaction is attributed to worse-than-expected Marketplace headwinds, with margin pressure driven by an unfavorable acuity mix and prior-year risk adjustment. Discussion also points to elevated expectations following the stock's strong YTD performance, with the modest guidance raise falling short of investor expectations. The Marketplace business is viewed as a continued near-term overhang; however, commentary is constructive on Medicaid cost trend stabilization, strength in Medicare, and improving free cash flow. Conf. call at 8:00ET On Deck: Regulatory (cont.): EMA CHMP monthly meeting (Jul 20-23) FDA advisory committee: Compounding Drugs to discuss peptides (Jul 23, 8:00-18:20ET) and (Jul 24 8:00-16:15ET) on Fri 24-Jul: EMA CHMP opinions for MAA (July); FDA PDUFA for Otsuka (4578.JP) in ADHD on Sun 26-Jul: FDA PDUFA for MannKind (MNKD) Furoscix autoinjector Earnings after the close today EW (call at 17:00ET), SMMT (call at 16:30ET) Earnings on Fri 24-Jul morning HCA (call at 10:00ET), THC (call at 11:30ET) This summary (along with intraday updates) can also be found on the Healthcare Today's Top News page. Related: 4578.JP, AGL, CNC, CYH, DGX, EVH, EW, HCA, LLY, MEDP, MNKD, MOH, NVCR, PFE, RDY, ROP.SW, RPRX, RVMD, SMMT, SRT3.GR, THC, TMO, WST...(more)	show story hide story
23-Jul-2026 08:24	StreetAccount Summary - US Pre-market trading S&P futures (45.5) to 7494.75, (0.60%) vs settlement. 10-year yield +4 bps to 4.70%. Sep WTI +$3.89 or +4.48% to $90.72. Trading Higher: *Market cap >$10B* +11.1% ALLE (Allegion $155.42, +15.47) -- earnings +8.5% URI (United Rentals $1,123.00, +87.94) -- earnings +7.7% DGX (Quest Diagnostics $226.00, +16.17) -- earnings In sympathy: LH +1.3% +6.3% JHX (James Hardie Industries $26.35, +1.57) -- Q1 preliminary results +6.2% WST (West Pharmaceutical Services $380.65, +22.24) -- earnings +6.0% CX (CEMEX $13.48, +0.76) -- earnings +5.5% RTX (RTX Corp. $205.60, +10.72) -- earnings +5.4% LMT (Lockheed Martin $542.13, +27.77) -- earnings +5.1% NOW (ServiceNow $100.30, +4.84) -- earnings In sympathy: WDAY +1.9%, SNOW +1.3%, TEAM +1.2%, INTU +1.2% +4.6% TMO (Thermo Fisher Scientific $550.69, +24.23) -- earnings In sympathy: RVTY +3.1%, A +2.7% +4.6% TECK (Teck Resources $59.87, +2.66) -- earnings +4.2% ROP (Roper Technologies $350.69, +13.98) -- earnings +4.0% HUT (Hut 8 Corp. $114.20, +4.34) -- Morgan Stanley initiates overweight +3.7% CSX (CSX Corp $51.80, +1.87) -- earnings +3.5% ARGX (argenx $881.16, +29.44) -- earnings +3.5% SKHY (SK Hynix $170.98, +5.71) -- Intel seeking a partner for Ohio fab project with SK Hynix in consideration - Semafor +3.4% RDDT (Reddit $176.15, +5.77) +3.4% PAYP (PayPay $16.45, +0.55) -- in final talks with Seven & I to combine loyalty program data; Morgan Stanley upgrade +3.2% TSCO (Tractor Supply $30.30, +0.94) -- earnings +2.3% ICLR (ICON plc $171.15, +3.87) +2.2% VG (Venture Global $15.14, +0.32) +2.1% NDAQ (Nasdaq $92.80, +1.90) -- earnings +2.0% AMP (Ameriprise Financial $537.35, +10.53) -- earnings +1.8% ALB (Albemarle $119.51, +2.06) +1.8% LITE (Lumentum Holdings $844.28, +14.58) +1.7% BE (Bloom Energy $222.00, +3.78) +1.6% CF (CF Industries Holdings $129.35, +2.00) +1.6% IOT (Samsara $33.85, +0.52) -- Guggenheim Securities initiates buy +1.4% FCX (Freeport-McMoRan $65.91, +0.91) -- earnings +1.4% ADSK (Autodesk $206.30, +2.80) -- Guggenheim Securities initiates buy +1.3% CLS (Celestica $340.00, +4.50) +1.3% SUNB (Sunbelt Rentals $73.39, +0.95) +1.3% SEIC (SEI Investments $100.00, +1.25) -- earnings +1.3% NSC (Norfolk Southern $335.16, +4.22) -- earnings +1.2% DUK (Duke Energy $129.48, +1.53) -- KeyBanc upgrade +1.2% WDC (Western Digital $563.21, +6.54) +1.2% UNP (Union Pacific $295.99, +3.43) -- earnings +1.1% DHR (Danaher $181.15, +2.01) +1.1% STX (Seagate Technology $918.01, +9.91) +1.0% PLTR (Palantir Technologies $125.81, +1.24) +1.0% MU (Micron Technology $969.33, +9.85) +0.6% KMI (Kinder Morgan $32.70, +0.21) -- earnings +0.2% RJF (Raymond James Financial $168.36, +0.34) -- earnings +0.2% CMCSA (Comcast $23.56, +0.04) -- earnings +0.1% HON (Honeywell Technologies $233.27, +0.28) -- earnings *Market cap $1B-$10B* +13.1% CLF (Cleveland-Cliffs $10.69, +1.24) -- earnings +9.6% NVCR (Novocure $17.06, +1.49) -- earnings +9.3% AMBP (Ardagh Metal Packaging $5.15, +0.44) -- earnings +6.9% COCO (The Vita Coco $79.58, +5.13) -- earnings +6.6% SGML (Sigma Lithium $10.83, +0.67) -- says negotiating with Minas Gerais Government to settle notification by Regional Environmental State Body +6.0% IMAX (Imax $41.65, +2.35) -- earnings +4.9% GSHD (Goosehead Insurance $53.94, +2.54) -- earnings, CEO transition +4.2% POOL (Pool Corp $204.41, +8.22) -- earnings +4.0% AVEX (AEVEX Corp. $15.42, +0.59) +3.9% WEX (WEX Inc. $161.75, +6.07) -- earnings +2.8% PONY (Pony.ai $7.02, +0.19) -- China resumes issuring robotaxi licenses, per Bloomberg +2.7% ZGN (Ermenegildo Zegna $14.26, +0.38) -- earnings *Market cap <$1B* +33.0% DOMO (Domo $4.19, +1.04) -- Progress Software (PRGS) to acquire Domo's AI and data platform business +18.9% ZYBT (Zhengye Biotechnology $1.64, +0.26) +17.7% RELL (Richardson Electronics $21.20, +3.19) -- earnings +17.6% NVEC (NVE Corp $101.94, +15.26) -- earnings +15.8% MCRP (Micropolis Holding $1.40, +0.19) +11.7% HYLN (Hyliion Holdings $4.39, +0.46) -- contract +4.7% ZNTL (Zentalis Pharmaceuticals $4.71, +0.21) -- Rodman & Renshaw initiates buy *Oil/energy higher; WTI futures +4.79%* SSL +6.4%, KOS +4.5%, PARR +3.2%, WTI +3.2%, EQNR +3.0%, SM +3.0%, OBE +2.8%, BP +2.7%, MNR +2.7%, APA +2.6%, TTE +2.6% (earnings; dividend), FANG +2.6%, PBF +2.5%, OXY +2.4%, COP +2.4%, BTE +2.3%, NOG +2.3%, MPC +2.3%, SHEL +2.3%, DVN +2.3%, CNQ +2.2%, VLO +2.2%, MUR +2.1%, TALO +2.0%, SU +2.0%, CRK +1.9%, XOM +1.9%, EOG +1.9%, YPF +1.9%, MTDR +1.8% (announces Delaware Basin acquisitions and Woodford exploration well results), PSX +1.8%, CVE +1.8%, CRGY +1.8%, RIG +1.7%, DINO +1.7%, PBR +1.7%, PR +1.6%, CVX +1.5%, LNG +1.5% Trading Lower: *Market cap >$10B* -16.7% ROL (Rollins $36.21, -7.26) -- earnings In sympathy: RTO -2.9% -15.4% STM (STMicroelectronics $55.63, -10.14) -- earnings -7.6% MOH (Molina Healthcare $204.99, -16.75) -- earnings In sympathy: CNC -3.6%, OSCR -2.2% -7.3% TSLA (Tesla $346.75, -27.26) -- earnings -6.1% INFY (Infosys $10.26, -0.67) -- earnings In sympathy: CTSH -1.2% -5.4% DOV (Dover Corp $203.00, -11.53) -- earnings -5.1% GOOGL (Alphabet $324.60, -17.49) -- earnings -4.5% TMUS (T-Mobile US $182.42, -8.52) -- earnings -4.5% HBAN (Huntington Bancshares $17.45, -0.82) -- earnings -3.9% LUV (Southwest Airlines $45.79, -1.87) -- earnings -3.8% TXN (Texas Instruments $282.99, -11.20) -- earnings In sympathy: ON -3.7%, NXPI -3.2%, ADI -2.5%, MCHP -2.0% -3.0% HONA (Honeywell Aerospace $201.65, -6.13) -- HON updates on Honeywell Aerospace's Q2 performance -2.3% AMZN (Amazon.com $239.33, -5.52) -- Republican staff on the Senate Small Business Committee investigate AMZN over China influence to its online marketplace -2.1% RKLB (Rocket Lab $68.31, -1.44) -2.1% DOW (Dow, Inc. $30.60, -0.65) -- earnings -2.0% IBM (IBM $201.73, -4.04) -- earnings; to acquire HRL Laboratories -1.9% META (Meta Platforms $615.41, -11.76) -1.9% BMNR (Bitmine Immersion Technologies $17.40, -0.34) -1.8% MPWR (Monolithic Power Systems $1,373.00, -25.45) -1.7% DAL (Delta Air Lines $82.12, -1.40) -1.7% ZION (Zions Bancorporation $68.86, -1.21) -- Evercore ISI downgrade -1.7% ASTS (AST Spacemobile $60.90, -1.05) -1.6% IBKR (Interactive Brokers Group $92.05, -1.45) -1.5% CCEP (Coca-Cola Europacific Partners $104.30, -1.58) -1.4% MSTR (Strategy $98.58, -1.43) -1.3% CBRS (Cerebras Systems $207.12, -2.68) -1.2% QCOM (Qualcomm $173.54, -2.09) -0.6% LVS (Las Vegas Sands $44.98, -0.27) -- earnings -0.3% GL (Globe Life $183.49, -0.51) -- earnings *Market cap $1B-$10B* -16.8% ACI (Albertsons Cos. $12.14, -2.46) -- earnings In sympathy: KR -2.5% -5.8% QS (QuantumScape $5.53, -0.34) -- earnings, amended collaboration agreement with PowerCo -4.3% MBLY (Mobileye Global $8.40, -0.38) -- earnings, CEO transition -4.2% AAL (American Airlines Group $14.17, -0.62) -- earnings In sympathy: UAL -2.0%, JBLU -1.6% -3.9% STC (Stewart Information Services $67.01, -2.70) -- earnings -3.9% COLD (Americold Realty Trust $14.70, -0.60) -2.7% WOLF (Wolfspeed $28.47, -0.80) -2.1% NVTS (Navitas Semiconductor $12.40, -0.27) -1.9% TH (Target Hospitality $16.40, -0.31) -1.9% SYNA (Synaptics $118.37, -2.25) -1.9% ALGM (Allegro MicroSystems $48.92, -0.95) -1.9% ARIS (Aris Mining $14.62, -0.29) -1.8% CNL (Collective Mining $13.00, -0.24) -1.8% GRAL (GRAIL, Inc. $69.38, -1.28) *Market cap <$1B* -38.6% LESL (Leslie's $1.48, -0.93) -- reportedly considering options to address debt load, including Ch. 11 -23.3% SXTC (China Sxt Pharmaceuticals $1.55, -0.47) -17.9% PN (Skycorp Solar Group $7.67, -1.67) -12.5% HYFT (MindWalk $1.26, -0.18) -- earnings -12.4% CYH (Community Health Systems $2.82, -0.40) -- earnings -11.1% RGP (Resources Connection $4.10, -0.51) -- earnings -6.5% CPIX (Cumberland Pharmaceuticals $6.65, -0.47) -4.9% SSTK (Shutterstock $7.02, -0.36) -- suspends dividend -4.4% AXG (Solowin Holdings $3.06, -0.14) -- Solowin Holdings signs strategic agreement with ATTRUS -3.3% EVH (Evolent Health $5.39, -0.18) -- Citi downgrade *Cruise lines lower amid higher oil* NCLH -3.6% (Truist downgrade), RCL -2.0%, CCL -1.5% *Gold/silver related lower; Gold futures (1.58%)* EXK -3.1%, AG -3.0%, AU -2.9%, USAS -2.9%, ASM -2.8%, HYMC -2.8%, CDE -2.6%, HL -2.5%, PAAS -2.4%, FSM -2.4%, KGC -1.9%, IAG -1.9%, SVM -1.6%, EQX -1.6%, AGI -1.6% Click here to view our Gainers & Decliners page Related: A, AAL, ACI, ADI, ADSK, AG, AGI, ALB, ALGM, ALLE, AMBP, AMP, AMZN, APA, AR, ARGX, ARIS, ASM, ASTS, AU, AVEX, AXG, B, BE, BMNR, BP, BTE, CBRS, CCEP, CCL, CDE, CF, CLF, CLS, CMCSA, CNC, CNL, CNQ, COCO, COLD, COP, CPIX, CRGY, CRK, CSX, CTSH, CUK, CVE, CVX, CX, CYH, DAL, DGX, DHR, DINO, DOMO, DOV, DOW, DUK, DVN, EOG, EQNR, EQX, EVH, EXK, FANG, FCX, FSM, GL, GOOGL, GRAL, GSHD, HBAN, HL, HON, HONA, HUT, HYFT, HYLN, HYMC, IAG, IBKR, IBM, ICLR, IMAX, INFY, INTU, IOT, JBLU, JHX, KGC, KMI, KOS, KR, LESL, LH, LITE, LMT, LNG, LUV, LVS, MBLY, MCHP, MCRP, META, MNR, MOH, MPC, MPWR, MSTR, MTDR, MU, MUR, NCLH, NDAQ, NOG, NOW, NSC, NVCR, NVEC, NVTS, NXPI, OBE, ON, OSCR, OXY, PAAS, PARR, PAYP, PBF, PBR, PL, PLTR, PN, PONY, POOL, PR, PSX, QCOM, QS, RCL, RDDT, RELL, RGP, RIG, RJF, RKLB, ROL, ROP, RTO, RTX, RVTY, SEIC, SGML, SHEL, SKHY, SM, SNOW, SSL, SSTK, STC, STM, STX, SU, SUNB, SVM, SXTC, SYNA, TALO, TEAM, TECK, TH, TMO, TMUS, TSCO, TSLA, TTE, TXN, UAL, UNP, URI, USAS, VG, VLO, WDAY, WDC, WEX, WOLF, WST, WTI, XOM, YPF, ZGN, ZION, ZNTL, ZYBT...(more)	show story hide story
23-Jul-2026 06:48	DGX StreetAccount Metrics Recap - Quest Diagnostics Q2 Earnings ($209.83) Key operating metrics: Revenue Diagnostic Information Services $2.98B, +10.3% y/y per requisition (2.8%) Requisition volume +13.1% Organic requisition volume +13% Adjusted operating income as a % of net revenues 16.5% vs FactSet 16.7% and year-ago 16.9% Cash from operations $597M vs year-ago $544M Capex $138M See Related StreetAccount comments: 7/23/2026 6:47:57 AM - Quest Diagnostics reports Q2 EPS $3.12 ex-items vs FactSet $2.82 [14 est, $2.75-2.91] 7/21/2026 10:41:45 AM - StreetAccount Consensus Metrics Preview - Quest Diagnostics Q2 Earnings	show story hide story
23-Jul-2026 06:47	DGX Quest Diagnostics reports Q2 EPS $3.12 ex-items vs FactSet $2.82 [14 est, $2.75-2.91] ($209.83) Reports Q2: Revenue $3.04B vs FactSet $2.97B [13 est, $2.94-3.00B] FY Guidance (Dec 2026): EPS $11.05-11.25 ex-items vs prior guidance $10.63-10.83 and FactSet $10.75 [16 est, $10.55-10.83] Revenue $11.95-12.05B vs prior guidance $11.78-11.90B and FactSet $11.85B [15 est, $11.79-11.92B] Reaffirms capital expenditures ~$550M vs FactSet $547.7M Cash from operations ~$1.80B vs prior ~$1.75B Reference Link: Press release	show story hide story

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