Letters by company

Hologic INC

1 letter discussing HOLX. Everything written about it on this site is on its ticker page.

Sound Shore Management June 30, 2025 Sound Shore added to Teva Pharmaceutical and Hologic during healthcare-policy uncertainty, citing Teva’s pipeline and Hologic’s valuation and strategic appeal. The portfolio benefited from FLEX’s data-center exposure, retained AES despite renewable-tax-credit concerns, and views Disney’s streaming repositioning and ESPN launch as drivers of further value. second quarter 2025 DIS $187B