Key Highlights

  • Glaukos is trading 32.89% higher at $241.10 after third-quarter net sales grew 58% to $211.0 million.
  • Teladoc is trading 24.35% higher at $8.56 even though third-quarter revenue declined 3% to $605.1 million.
  • Insmed is trading 16.30% higher at $112.79 after revenue jumped 268% to $524.4 million.
  • Nuwellis is trading 13.78% higher at $6.44, and no company release is dated October 29.
  • Glaukos lifted 2026 net sales guidance to $775 million to $785 million from $680 million to $700 million.

Which Healthcare Stocks Are Climbing on October 29 and Why?

Four healthcare stocks are trading higher on Thursday, October 29, 2026. Glaukos (NYSE:GKOS) is trading 32.89% higher at $241.10 after third-quarter net sales grew 58% to $211.0 million and 2026 guidance was raised. Teladoc Health (NYSE:TDOC) is trading 24.35% higher at $8.56 after third-quarter revenue of $605.1 million and adjusted EBITDA of $79.4 million finished above the guided range. Insmed (NASDAQ:INSM) is trading 16.30% higher at $112.79 after revenue jumped 268% to $524.4 million and 2026 guidance for both marketed medicines went up.

Nuwellis (NASDAQ:NUWE) is trading 13.78% higher at $6.44, and no company announcement is dated October 29. The sections that follow rank each name by the size of its percentage gain, largest first, and end with calculated comparisons and the dated events ahead.

Glaukos: What Is Lifting Shares 32.89% After the Third-Quarter Report?

Glaukos reported on Wednesday, October 28, with net sales of $211.0 million, compared with $133.5 million a year earlier, and an implied prior close near $181.40 (calculated). The ophthalmic company, based in Aliso Viejo, California, concentrates on glaucoma, corneal disorders and retinal disease. Corneal Health sales jumped 154% to $59.0 million, and U.S. Glaucoma sales grew 47% to $118.6 million.

GAAP net income was $2.0 million, or $0.03 per share, versus a $16.2 million loss a year before. Management offered a preliminary 2027 net sales figure of $1 billion, and the release gave no margin guidance.

Segment detail shows International Glaucoma sales of $33.4 million, up 13.3%, while total sales rose 13.7% from $185.6 million in the second quarter. Cash, short-term investments and restricted cash totaled $339.8 million at September 30, and the company reports no debt.

About $26.5 million of operating items were excluded from the release, among them a $14.1 million charge tied to a UC resolution agreement. GAAP operating income was $0.8 million, far under non-GAAP income from operations of $27.3 million.

Teladoc Health: Why Are Shares Up 24.35% Despite a 3% Revenue Decline?

Teladoc reported on Wednesday, October 28, 2026, which makes Thursday the first full session to react. Revenue of $605.1 million fell from $626.4 million, although management said the result came near the top of guidance. Integrated Care revenue grew 2% to $398.5 million, while BetterHelp revenue declined 13% to $206.6 million.

The net loss narrowed to $26.9 million from $49.5 million, and free cash flow rose 12% to $75.9 million. Convertible senior notes of $997.6 million are now classed as current, and full-year free cash flow is guided to $135 million to $165 million.

Teladoc provides virtual care through Integrated Care, which serves employers and health plans, and BetterHelp, an online therapy service. Insurance-covered services at BetterHelp rose to $32.1 million from $3.7 million, while average paying users dropped 12% to 336,000.

Fourth-quarter revenue is guided to $569 million to $615 million, with BetterHelp revenue expected to decline 18.5% to 31.5%. The release listed the cash-pay decline and a possible BetterHelp goodwill impairment among its risks.

Insmed: Is Brinsupri Behind the 16.30% Rally?

Insmed reported total revenue of $524.4 million, compared with $142.3 million, with Brinsupri adding $400.1 million and Arikayce $124.4 million. Guidance for Brinsupri in 2026 is now $1.35 billion to $1.40 billion, versus $1.25 billion to $1.40 billion before.

The operating loss shrank to $89.4 million from $366.0 million. Cash and marketable securities came to about $1,146.6 million at September 30, 2026, and at the current price the market value is near $24.7 billion (calculated).

Insmed markets Brinsupri, approved for non-cystic fibrosis bronchiectasis, and Arikayce, a treatment for a chronic lung infection. Brinsupri won approval in Japan in August 2026 and launched there in October 2026, and U.S. revenue grew 364% to $473.6 million.

Peak revenue expectations did not change, at more than $7 billion for Brinsupri and more than $6 billion for the inhaled treprostinil candidate. Research and development spending was $270.0 million, and the net loss was $100.3 million, or $0.46 per share.

Nuwellis: Why Are Shares Up 13.78% With No Release Dated October 29?

The implied prior close is near $5.66 (calculated). The newest release, issued Tuesday, October 27, 2026, reported publication of a multicenter pediatric study of the Aquadex fluid removal system. The ULTRA-Peds Registry included 91 patients, 87% of whom survived the treatment course, and the company aims to seek a label expansion down to 5 kg from 20 kg, with no filing date provided.

Second-quarter revenue was $2.0 million and the net loss $4.8 million. Cash was $3.9 million at June 30, 2026, and the company has no formal financial guidance.

Nuwellis makes Aquadex and is developing the Vivian continuous renal replacement therapy system for children as small as 2.5 kg. A new chief executive started on June 30, 2026, and an August 25 agreement with Atrility Medical opened with a six-month pilot in three sales territories.

Second-quarter gross margin was 76%, up from 56%, and 31 Aquadex SmartFlow consoles had been sold year to date by September 17. Because the cash runway ends in the third quarter of 2027, further financing remains possible.

Healthcare Gainers Side by Side: How Do the Moves and Results Compare?

Glaukos's gain exceeds Nuwellis's by 19.11 percentage points, and Teladoc's exceeds Insmed's by 8.05 points (both calculated). Insmed's revenue growth of 268% is 210 percentage points above Glaukos's 58% (calculated), yet Glaukos delivered the bigger share move.

The midpoint of Glaukos's guidance climbs from $690 million to $780 million, an increase of about 13.0% (calculated). Brinsupri accounted for about 76.3% of Insmed's revenue (calculated). Teladoc is the only one of the three reporters whose revenue declined, down 3%.

What Comes Next: Glaukos's Sales Range, the Arikayce Decision and the Vivian Advisory Board

Nine-month sales of $547.2 million at Glaukos imply fourth-quarter sales of about $227.8 million to $237.8 million to reach the guided range (calculated). The FDA has set a Priority Review target date of January 28, 2027 for the Arikayce supplemental application at Insmed. Teladoc's fourth-quarter report will show BetterHelp insurance volumes and detail on the convertible notes. Nuwellis convenes a pediatric advisory board on Wednesday, November 18 and Thursday, November 19, 2026 for its Vivian system.