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Healthcare

Incyte (NASDAQ:INCY) Drops 2.8% After Round-Tripping Its Earnings Pop, Can the Pipeline Break Its Jakafi Dependence Before 2028?

Incyte (Nasdaq:INCY) reported second-quarter results on 28 July. Total revenues reached $1.67 billion, up 38% year over year, and management lifted full-year net product sales guidance to $5.13–$5.26 billion from $4.77–$4.94 billion. "Our second quarter was marked by broad-based sales growth, continued pipeline progress …

Nitish Kishor | 03 August 2026

Elanco (NYSE:ELAN) Barely Moves Into Q2 Earnings, but the Animal-Health Turnaround Now Has Real Traction

Elanco Animal Health (NYSE:ELAN) closed at $26.37, down nine cents, or 0.34%, on volume of about 5.2 million shares. That is a shrug of a session, and an unusually calm one, given what happens next. The company reports second-quarter results on Wednesday, 5 August, …

Nitish Kishor | 03 August 2026

Eli Lilly (NYSE:LLY) Heads Into an August 5 Earnings Test With Its Obesity Pill Launch Under the Microscope

Lilly (NYSE:LLY) reports second-quarter 2026 results on August 5 and hosts a conference call at 10 a.m. Eastern. Investors already know roughly what the injectables will do. What they do not know is whether the company's oral GLP-1, Foundayo (orforglipron), is a slow starter …

Nitish Kishor | 03 August 2026

Exelixis (NASDAQ:EXEL) Falls 5.3% in a Biotech Sell-Off With Zanzalintinib's Verdict Still Ahead, Is the Drop Overdone?

Exelixis (Nasdaq:EXEL) closed at $53.03 at last closing, down $2.94 or 5.25%, on roughly 3.0 million shares against a recent daily average nearer two million. The size of the fall matches the move flagged in early commentary. Its cause does not match the usual …

Nitish Kishor | 03 August 2026

GE HealthCare (NASDAQ:GEHC) Retreats After a 12% Earnings Pop, but the AI-Imaging Premium Already Deflated

GE HealthCare (Nasdaq:GEHC) shares closed at $68.02 at last closing, down 2.75% on the day and 5.4% below the $71.90 close reached on 29 July, when second-quarter results lifted the stock 12.15% on volume of 15.3 million shares, several times its recent daily average. …

Nitish Kishor | 03 August 2026

Edwards Lifesciences (NYSE:EW) Beat and Raised on Double-Digit Growth, So Why Did the Stock Slip?

The second-quarter report Edwards Lifesciences (NYSE:EW) filed at last closing was, on its face, the cleanest print the structural heart company has produced in some time. Sales of $1.74 billion rose 13.6% as reported and 12.5% in constant currency against $1.53 billion a year …

Nitish Kishor | 03 August 2026

Biogen (NASDAQ:BIIB) Slips 2.4%, But Its Alzheimer's-Led Growth Portfolio Has Just Overtaken Its Declining Older Medicines

Biogen (Nasdaq:BIIB)'s investment case has rested on one question since Tecfidera lost exclusivity: could new medicines grow faster than old ones decay? On 29 July the company reported that the crossover had arrived. Its growth portfolio delivered $1.06 billion of second-quarterRevenue, up 24% year …

Nitish Kishor | 03 August 2026

BioMarin (NASDAQ:BMRN) Slips as a $4.8 Billion Bet Reshapes It, Can Its Rare-Disease Portfolio Deliver the Growth Investors Keep Waiting For?

BioMarin (Nasdaq:BMRN) closed its all-cash acquisition of Amicus Therapeutics at last closing at $14.50 a share, about $4.8bn of equity value and $5.32bn of total consideration once equity awards, transaction expenses and repaid Amicus debt are counted. It brings in Galafold for Fabry disease …

Nitish Kishor | 03 August 2026

BioNTech (NASDAQ:BNTX) Falls Below $91 as an $11.1 Billion Cancer Bet Carries the Post-COVID Reinvention

BioNTech (Nasdaq:BNTX) closed at $90.58, down 2.44% on the session and about 18% over the past twelve months. The German biotech that co-developed Comirnaty with Pfizer now books so littleVaccineincome that its quarterly revenue is smaller than the quarterly cost of its research organization. …

Nitish Kishor | 03 August 2026

Boston Scientific (NYSE:BSX) Holds Its Ground After a Second Guidance Cut, Is the Worst Already Priced In?

Boston Scientific (NYSE:BSX) delivered better numbers than it had promised for the June quarter and lowered its full-year outlook in the same release. Net sales of $5.442 billion on 29 July rose 7.5% as reported and 7.0% organically. AdjustedEarningsof $0.86 a share topped the …

Nitish Kishor | 03 August 2026
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