Theravance Biopharma: Failed Phase 3 Trial, Strategic Review
Theravance Biopharma began a strategic review after a failed Phase 3 trial.
Topic
healthcare
Everything our editor has picked under this tag, best first.
Mural Oncology: Update
Mural Oncology update.
Kronos Bio: Tang Buyout w/ Curious CVR Consideration
Kronos Bio’s Tang buyout includes a contingent value right with unusual consideration terms.
Repare Therapeutics: Broken Biotech, Hidden Strategic Alternatives
Repare Therapeutics faces a broken biotech valuation and potential strategic alternatives.
Mural Oncology: Former Spin Turned Broken Biotech
Mural Oncology is a former spin-off biotech now described as broken.
Elevation Oncology: Broken Biotech, Slightly Riskier
Elevation Oncology is a broken biotech with a slightly riskier setup.
Third Harmonic Bio: Strategic Alternatives, Keeping Options Open on THB335
Third Harmonic Bio is pursuing strategic alternatives while preserving options for its THB335 program.
Haw Par Corporation Limited
Haw Par combines Tiger Balm’s stable cash flows with property, leisure and healthcare operations plus stakes in UOB and UOL.
Under The Hood, Universal Health Services - $UHS
Universal Health Services faces a $432 million–$480 million annual Medicaid supplemental-payment hit by 2032, offset by behavioral-health…
Under The Hood, HCA Healthcare - $HCA
HCA Healthcare generated $75.6 billion of 2025 revenue and an 18.9% ROIC, pairing hospital-market scale with expanding margins and lower…
Under The Hood, Novo Nordisk A/S ($NVO)
Novo Nordisk’s GLP-1 franchise transformed obesity treatment, while its valuation framework prices in 17 years of discounted cash flows.
Under The Hood, ResMed ($RMD)
ResMed’s 30 million connected sleep-apnea patients, recurring masks and software support a data-driven healthcare platform; 11.9% annual…
Danaher 2Q'26: Yet Another "Meh" Quarter
Danaher posted 3.0% core revenue growth in 2Q’26, with LTM adjusted EBITA flat at $7.1 billion since 2Q’24 despite a mid-20s earnings…
Glow Lifetech ($GLOW.C) FINS Review
Glow Lifetech’s Q1 revenue hit a record $643,000, up 35% year over year, while its $9.6 million market cap and fading warrant overhang…
Boston Scientific Has to Keep Buying the Future
Boston Scientific built its interventional-medicine portfolio through acquisitions, but early-2000s growth became heavily dependent on the…
[ZTS] Zoetis could use a booster shot
Zoetis’ pet-drug blockbusters have shifted its mix from low-growth livestock medicines to durable companion-animal franchises with softer…
Pepgen INC
PEPGen (PEPG) was bought at $1.40 in February 2025 and sold in the mid-$3s the next business day.
Knight Therapeutics INC
Knight Therapeutics (GUD-T) is a long position built on confidence in founder Jonathan Goodman, following his earlier success with Paladin…
Quidelortho CORP
QuidelOrtho is presented as a long idea after falling to 52-week lows, with the thesis centered on misvaluation.
