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Healthcare

Natera's (NASDAQ:NTRA) Growth Story Isn't Pausing, but Its Stock Has, and a 15x Sales Multiple Is Why

Natera (Nasdaq:NTRA) enters August 2026 with the widest gap in years between its operating momentum and its share price. The cell-free DNA testing company closed at $267.76, down 0.7% on the session and about 7% below the $288.04 52-week high, according to aggregated market …

Nitish Kishor | 03 August 2026

Neurocrine (NASDAQ:NBIX) Sells Off 10% Despite Record Revenue, Did Expansion Spending Spook the Market?

Neurocrine Biosciences (Nasdaq:NBIX) posted second-quarter 2026 revenue of $959.0 million, up 39% from $687.5 million a year earlier, with GAAP diluted earnings of $1.39 a share and non-GAAP diluted earnings of $2.85. Management raised full-year Ingrezza guidance. The market's verdict arrived the following session: …

Nitish Kishor | 03 August 2026

Madrigal (NASDAQ:MDGL) Sheds 15% in Two Sessions Despite a Rezdiffra Beat, Is the Hypergrowth Phase Cooling?

Madrigal Pharmaceuticals (Nasdaq:MDGL) published second-quarter results at last closing that cleared Wall Street's bar on both lines. Rezdiffra, resmetirom, the thyroid hormone receptor-beta agonist that in March 2024 became the first therapy the FDA approved for MASH with liver fibrosis, booked $364.3 million in …

Nitish Kishor | 03 August 2026

Medline's (NASDAQ:MDLN) Post-IPO Performance Is Back in Focus as Tariffs and Recalls Test the $51 Billion Distributor

Medline (Nasdaq:MDLN) publishes second-quarter 2026 results before the open on Wednesday 5 August, with a call at 9:30 a.m. ET. It is only the company's third report as a public business, and it arrives with the investment case pulling in two directions.

Nitish Kishor | 03 August 2026

Medtronic (NYSE:MDT) Expands Its Pain-Therapy Platform With a $650 Million Deal, But Cardiology Is Still Carrying the Story

Medtronic (NYSE:MDT) closed its acquisition of SPR Therapeutics, paying $650 million in cash upfront for a private company whose lead product does something unusual in neuromodulation: it leaves nothing behind. SPR's SPRINT system delivers 60 days of peripheral nerve stimulation through a fine lead …

Nitish Kishor | 03 August 2026

Insmed (NASDAQ:INSM) Slides to $98.60 as the Market Cools on Biotech's Hottest Rare-Disease Story

Insmed (Nasdaq:INSM) closed at $98.60, down 2.85% on the day and lower for a sixth consecutive session, according to aggregated market data. That leaves the Bridgewater, New Jersey company valued at about $21.4bn, still one of the largest US commercial-stage biotechs without a profit, …

Nitish Kishor | 03 August 2026

Insulet's (NASDAQ:PODD) Omnipod Growth Machine Still Runs at 34%, But Two Recalls Have Cut the Stock 45%

Insulet Corporation (Nasdaq:PODD) reports second-quarter results with an unusually wide gap between its operating numbers and its share price. The maker of Omnipod, the tubeless patch pump taking share from tubed insulin pumps and injection therapy alike, grew first-quarter revenue 33.9% and lifted full-year …

Nitish Kishor | 03 August 2026

Intuitive Surgical (NASDAQ:ISRG): Robotic Surgery Growth Is Cooling in the US, Can Intuitive Surgical's Next Platform Wave Reignite It?

Few medtech companies could match the raw numbers Intuitive Surgical (Nasdaq:ISRG) posted on 16 July. Second-quarter revenue rose 19% to $2.89 billion, non-GAAPEarningsreached $2.80 per diluted share, and worldwide procedures across the company's platforms grew roughly 16%. Both headline figures clearedWall Street, which had …

Nitish Kishor | 03 August 2026

IQVIA (NYSE:IQV) Slips After a 14% Earnings Surge, Is Healthcare Data the Market's Most Overlooked AI Story?

IQVIA Holdings (NYSE:IQV) closed at $235.13 at last closing, down 1.1% on the day. The slip looks unremarkable until you place it against the previous week. On 28 July the shares jumped 13.9% to $242.94 after the company beat the high end of its …

Nitish Kishor | 03 August 2026

Jazz Pharmaceuticals (NASDAQ:JAZZ) Pharmaceuticals Slips From 52-Week Highs, Can Its Sleep and Oncology Portfolio Keep the Growth Beat Alive?

Jazz Pharmaceuticals (Nasdaq:JAZZ) goes into August with more riding on two dates than at any point in years. The Dublin-domiciled specialty pharma reports second-quarter results. Three weeks later, on 25 August, the FDA is due to act on a supplementalBiologicsapplication for Ziihera (zanidatamab-hrii) in …

Nitish Kishor | 03 August 2026
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