NRIX 2026-08-24 Nurix Therapeutics: Roche Has Changed The Economics Of The Bull Case
Equity Eagle Topic
healthcare
Everything our editor has picked under this tag, best first.
NRIX 2026-08-24 Equity Eagle RCEL 2026-08-24 AVITA Medical: Favorable Reimbursements For Skin Wound Care
Myriam Alvarez CVS 2026-08-24 CVS Health: Discounted, Vertically Integrated Healthcare Winner - Richer Returns Ahead
Juxtaposed Ideas Airsculpt Technolo INC
AirSculpt (AIRS) operates roughly 30 centers offering premium self-pay body contouring, fat removal, fat transfer and skin-tightening…
Connor Haley on X
@tomicki @Biohazard3737 What’s your $CRL thesis?
TFX 2026-08-22 Teleflex: Portfolio Surgery Creates A Better Medtech Compounder
Equity Eagle Sellas Life Sciences Group I
SELLAS Life Sciences Group faces a short case arguing that even a strong clinical outcome does not support its current valuation.
LLY 2026-08-22 Eli Lilly: Shaking Off Competition From The Dethroned Novo Nordisk
JR Research TGTX 2026-08-22 TG Therapeutics: Briumvi's Growth Attracts Buyout Rumors
ONeil Trader CNC 2026-08-22 Centene Corporation: The Margin Recovery Is Real, And The Market Is Still Catching Up
Chris Bazzle BDC on X
@be4_the_h3rd @JasperRidley $xgn just getting started imo
BDC on X
XGN’s AVISE autoimmune panels are used by a rheumatologist for greater accuracy than generic tests, with a Myositis marker planned for 2027.
Walmart’s Evolution
Walmart says Medicare Maximum Fair Price rules will cut FY27 US comps by 125 basis points, while pharmacy margins and prescription volumes…
IRTC 2026-08-21 iRhythm: The Algorithmic Margin Inflection Changes The Story
Equity Eagle CORT 2026-08-21 Like The Knick's, Corcept Rebounded And Is Crushing It
ChuckJones BDC on X
Contrarian view: $MRNA raises equity in next week. Bullish. No equity raise in the next 2-3 weeks? Very bearish.
TEM 2026-08-20 Tempus AI Just Had Their Entire Strategy Validated By Moderna's Vaccine Advance
Robert J. Lake AZN 2026-08-19 AstraZeneca Vs. Bristol-Myers Squibb: Who's The Better Bargain For Investors?
ALLKA Research BDC on X
XGN’s Q2 biopharma revenue rose 40% to a quarterly record as it trades at 2.5 times sales versus peers at 10.3 times, ahead of a 2027 myositis-test launch.
BDC on X
@DueDoctor All goes well this could add $800mn in annual revenue to $mrna. Added $44B in market cap. Market said that theoretical 2-3 year out revenue is worth 50x + yesterdays' market cap
BDC on X
Moderna faces a predicted large secondary offering and insider sales as its mRNA cancer therapy’s commercialization and clinical benefit are challenged.
BDC on X
This is really bullish $STLN. Their data underpins much of the potential here in oncology immunotherapies. https://t.co/mimQBZ9OM2
BDC on X
Moderna’s Phase 3 cancer-vaccine announcement reports endpoint success without disclosing recurrence-free, distant-metastasis-free or overall-survival data, leaving the clinical bar unknown.
Iqvia Holdings INC
IQVIA runs drug trials and gets paid regardless of whether drugs pass, while trading at a COVID-low multiple with potential AI benefits.
