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How Far Do 76 New Properties Go Against a USD 58.2 Million Impairment at NNN REIT (NYSE:NNN), Global Net Lease (NYSE:GNL), FrontView REIT (NYSE:FVR) and Chiron Real Estate (NYSE:XRN)?

Key HighlightsNNN REIT (NYSE:NNN) reported third-quarter netEarningsof USD 109.9 million, up from USD 96.8 million, after buying 76 properties at a 7.3% weighted average cap rate for USD 221.7 million.Global NetLease(NYSE:GNL) bookedImpairmentcharges of USD 58.2 million and a net loss of USD 56.9 million, …

Vinay Lochav | 05 November 2026

Why Is FFO Rising at Macerich (NYSE:MAC), Tanger (NYSE:SKT) and American Homes 4 Rent (NYSE:AMH) While Clipper Realty (NYSE:CLPR) Posts a USD 5.9 Million Loss?

Key HighlightsMacerich (NYSE:MAC) reported adjusted FFO of USD 0.37 per diluted share against USD 0.36, but two loans of USD 74.4 million and USD 325.0 million moved into default after quarter end.Tanger (NYSE:SKT) lifted 2026 FFO per share guidance to USD 2.49 to USD …

Vinay Lochav | 05 November 2026

Is a 32% Revenue Surge at The Pennant Group (NASDAQ:PNTG) the Standout Among Option Care Health (NASDAQ:OPCH), Acadia Healthcare (NASDAQ:ACHC) and Ardent Health (NYSE:ARDT)?

Key HighlightsThe Pennant Group (NASDAQ:PNTG) grew third-quarterRevenueto USD 302.3 million from USD 229.0 million, about 32% (calculated), whileNet Incomeattributable rose to USD 9.6 million, or USD 0.26 per diluted share.Option Care Health (NASDAQ:OPCH) lifted net revenue 4.1% to USD 1.49 billion and net income …

Vinay Lochav | 05 November 2026

What Is Behind the 43.5% FFO Drop at National Healthcare Properties (NASDAQ:NHP) as McKesson (NYSE:MCK), STERIS (NYSE:STE) and Viemed Healthcare (NASDAQ:VMD) Grow?

Key HighlightsMcKesson (NYSE:MCK) reported diluted EPS of USD 10.44 against USD 8.92, about 17% higher (calculated), on revenues up 8% to USD 110,957 million and diluted shares down to 116.7 million.STERIS (NYSE:STE) lifted adjusted EPS to USD 2.94 from USD 2.47 and raised its …

Vinay Lochav | 05 November 2026

How Did Edgewise Therapeutics (NASDAQ:EWTX) Book USD 1.17 Billion While Dianthus Therapeutics (NASDAQ:DNTH), Nuvation Bio (NYSE:NUVB) and Arcus Biosciences (NYSE:RCUS) Reported Losses?

Key HighlightsEdgewise Therapeutics (NASDAQ:EWTX) reported third quarterNet Incomeof USD 1,166.2 million, or USD 9.65 per diluted share, driven by a gain of about USD 1,348.1 million on the sevasemten sale.Dianthus Therapeutics (NASDAQ:DNTH) posted a net loss of USD 46.6 million, or USD 0.81 per …

Vinay Lochav | 05 November 2026

What Is Behind the USD 197.6 Million in First Sales at Revolution Medicines (NASDAQ:RVMD) as Relay Therapeutics (NASDAQ:RLAY), Vir Biotechnology (NASDAQ:VIR) and Xencor (NASDAQ:XNCR) Report?

Key HighlightsRevolution Medicines (NASDAQ:RVMD) recorded USD 197.6 million of net productRevenuein the third quarter of 2026, its first from product sales, after FDA approval of RASONQUE in August.Relay Therapeutics (NASDAQ:RLAY) lost USD 81.7 million, or USD 0.37 per share, and holds USD 848.6 million …

Vinay Lochav | 05 November 2026

Why Did Summit Therapeutics (NASDAQ:SMMT) Raise USD 2.0 Billion as Cytokinetics (NASDAQ:CYTK), Vaxcyte (NASDAQ:PCVX) and Mineralys Therapeutics (NASDAQ:MLYS) Spend Heavily on Launches?

Key HighlightsSummit Therapeutics (NASDAQ:SMMT) closed a USD 2.0 billion grossEquityInvestmentfrom AstraZeneca on October 5, 2026, with an FDA goal action date of November 14, 2026 for its ivonescimab BLA.Cytokinetics (NASDAQ:CYTK) reported USD 44.5 million of MYQORZO net productRevenueand narrowed its net loss to USD …

Vinay Lochav | 05 November 2026

Is USD 19.2 Million in Revenue at NewAmsterdam Pharma (NASDAQ:NAMS) a Real Turn While Tenaya Therapeutics (NASDAQ:TNYA), Solid Biosciences (NASDAQ:SLDB) and OnKure Therapeutics (NASDAQ:OKUR) Burn Cash?

Key HighlightsNewAmsterdam Pharma (NASDAQ:NAMS) reported third-quarterRevenueof USD 19.2 million, versus USD 0.3 million a year earlier, with USD 18.3 million of it license revenue.Tenaya Therapeutics (NASDAQ:TNYA) posted a net loss of USD 18.9 million, or USD 0.08 per share, with cash and cash equivalents …

Vinay Lochav | 05 November 2026

When Do One-Offs Distort Earnings, From a USD 220.2 Million Impairment at Edwards Lifesciences (NYSE:EW) to PROCEPT BioRobotics (NASDAQ:PRCT), STAAR Surgical (NASDAQ:STAA) and LeMaitre Vascular (NASDAQ:LMAT)?

Key HighlightsEdwards Lifesciences (NYSE:EW) reported net sales of USD 1,715.5 million, up 10.5%, and booked an intangible and long-lived assetImpairmentof USD 220.2 million, mainly a write-off of an in-processResearch and Developmentasset.PROCEPT BioRobotics (NASDAQ:PRCT) grewRevenue18% to USD 98.3 million, but net loss widened to USD …

Vinay Lochav | 05 November 2026

How Did a USD 588.2 Million Fair-Value Gain Lift Bio-Rad Laboratories (NYSE:BIO) While PacBio (NASDAQ:PACB), Myriad Genetics (NASDAQ:MYGN) and Veracyte (NASDAQ:VCYT) Reported Very Different Quarters?

Key HighlightsBio-Rad Laboratories (NYSE:BIO) reported dilutedEarningsof USD 17.02 per share against a loss of USD 12.70, helped by a USD 588.2 million fair-value gain, while net sales rose only 0.5% to USD 656.4 million.PacBio (NASDAQ:PACB) reportedRevenueof USD 40.6 million and aGAAPloss of USD 0.12 …

Vinay Lochav | 05 November 2026
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