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Energy
Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal
Healthcare
Ishan Majumdar
-
July 14, 2026
Kenvue (NYSE:KVUE) woke up on July 13 with an old legal threat suddenly alive again. A federal appeals court revived more than 500 private...
Moderna’s Flu Shot Won Over FDA Advisers—But Can It Win Back America?
Healthcare
Ishan Majumdar
-
June 19, 2026
Moderna (NASDAQ:MRNA) just landed a regulatory moment that people will argue about far beyond Wall Street. An FDA advisory committee voted that the benefits...
Novo Nordisk Earnings Pre-Mortem: The Beat May Not Be Enough!
Healthcare
Ishan M.
-
May 5, 2026
Novo Nordisk reports first-quarter 2026 earnings on May 6, and the market is walking into the print with unusually...
This Telehealth Stock Rally By RFK Jr. Looks Like Policy; It’s Actually A Margin SHIFT
Healthcare
Ishan Majumdar
-
April 17, 2026
Hims & Hers Health (NYSE:HIMS) did not report a surprise quarter, launch a blockbuster product, or raise guidance when...
Eli Lilly’s Foundayo & The GLP-1 Pivot From Innovation to Access Control!
Healthcare
Ishan Majumdar
-
April 10, 2026
Most coverage of Eli Lilly’s(NYSE:LLY) Foundayo launch has treated it like the next round in the company’s fight with...
This Biotech Stock Already Has A Blockbuster; So Why Is It ACQUIRING Another Rare Disease Asset?
Healthcare
Ishan M.
-
April 6, 2026
There are biotech stories that look obvious, and then there are biotech stories that quietly change shape right in...
This Medical Device Stock Just Got CRUSHED On One Hidden Number; Did Wall Street Misread It?
Healthcare
Ishan Majumdar
-
March 31, 2026
Boston Scientific (NYSE:BSX) spent the weekend putting forward what looked, at first glance, like a clinically solid case for...
A First-In-Class Biotech Is Still Trading Below Its Strategic Value Today
Healthcare
Ishan Majumdar
-
March 27, 2026
A mid-cap biotech with the first approved therapy in a large, long-underfunded liver disease category is not supposed to...
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Kenvue Tylenol Lawsuits Cloud $48.7 Billion Deal
Healthcare
Ishan Majumdar
-
July 14, 2026
Kenvue (NYSE:KVUE) woke up on July 13 with an old legal threat suddenly alive again. A federal appeals court...
Moderna’s Flu Shot Won Over FDA Advisers—But Can It Win Back America?
Healthcare
Ishan Majumdar
-
June 19, 2026
Moderna (NASDAQ:MRNA) just landed a regulatory moment that people will argue about far beyond Wall Street. An FDA advisory...
Novo Nordisk Earnings Pre-Mortem: The Beat May Not Be Enough!
Healthcare
Ishan M.
-
June 3, 2026
Novo Nordisk reports first-quarter 2026 earnings on May 6, and the market is walking into the print with unusually...
This Telehealth Stock Rally By RFK Jr. Looks Like Policy; It’s Actually A Margin SHIFT
Healthcare
Ishan Majumdar
-
May 4, 2026
Hims & Hers Health (NYSE:HIMS) did not report a surprise quarter, launch a blockbuster product, or raise guidance when...
Eli Lilly’s Foundayo & The GLP-1 Pivot From Innovation to Access Control!
Healthcare
Ishan Majumdar
-
April 13, 2026
Most coverage of Eli Lilly’s(NYSE:LLY) Foundayo launch has treated it like the next round in the company’s fight with...
This Biotech Stock Already Has A Blockbuster; So Why Is It ACQUIRING Another Rare Disease Asset?
Healthcare
Ishan M.
-
April 13, 2026
There are biotech stories that look obvious, and then there are biotech stories that quietly change shape right in...
This Medical Device Stock Just Got CRUSHED On One Hidden Number; Did Wall Street Misread It?
Healthcare
Ishan Majumdar
-
April 13, 2026
Boston Scientific (NYSE:BSX) spent the weekend putting forward what looked, at first glance, like a clinically solid case for...
A First-In-Class Biotech Is Still Trading Below Its Strategic Value Today
Healthcare
Ishan Majumdar
-
April 13, 2026
A mid-cap biotech with the first approved therapy in a large, long-underfunded liver disease category is not supposed to...
Is Align A Classic Activist Win, Or A HARDER Consumer Story?
Healthcare
Ishan Majumdar
-
March 19, 2026
Align Technology (NASDAQ:ALGN) has become a useful test case for a very modern market question. What happens when Wall...
Qiagen Just Dropped Two Magic Words—And Wall Street Heard “Buyout”
Healthcare
Ishan Majumdar
-
March 7, 2026
Qiagen (NYSE:QGEN) just did the thing companies do right before Wall Street starts whispering louder. On March 2, CEO...
Is Merck’s HIV Win Really About Keytruda?
Healthcare
Ishan Majumdar
-
February 28, 2026
When Merck & Co. (NYSE:MRK) reported Phase 3 data showing its two-drug HIV regimen of doravirine and islatravir matched...
Did Novo Nordisk’s Trial Miss Just Hand Lilly The Edge?
Healthcare
Ishan Majumdar
-
February 28, 2026
It has been a bruising few weeks for Novo Nordisk (NYSE:NVO). First came the clinical disappointment: CagriSema, the company’s...
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