Healthcare Investment Profiles

The article projects the digital health market rising from USD 444.6 billion in 2026 to USD 1,690.8 billion by 2035. It points to two policy...

Pfizer's revenue was flat at $16.6 billion against $16.7 billion a year earlier, so newer products are carrying the growth story while COVID sales...

• A former CIA officer, Pacific Research Institute economists, and industry groups say Treasury's proposed biotech restrictions under the COINS Act...

The 3.34% gain on Nov 4 came with heightened intraday volatility. The article ties the move mainly to fundamentals: core EPS topping consensus with...

CVS plans to separate into two companies, expected to close in 2028, unwinding mergers that brought together its retail, Aetna and Caremark...

Nurix shares fell over 30% after Sanofi dropped its STAT6 degrader, but Truist and Leerink point to asset-specific reasons rather than a target...

The author agrees Obamacare is at least partly responsible for high costs, though medicine was costly before the ACA. Key points:

• Premiums: A...

Ocugen's latest update centers on its OCU400 program and its funding runway.

• Bahamas: The LARTA Board granted provisional approval and priority...

Creative Solutions in Healthcare is taking an in-house route to AI. Its dedicated AI team identifies opportunities, develops custom automations, and...

• Earnings: A dozen big pharma companies reported Q3 results. Pfizer's revenue was flat but beat expectations, while Lilly's tirzepatide earned more...

Ultragenyx is laying off 20% of its workforce and dropping programs to cut its annual R&D budget to half of its 2025 spending. It aims to be...

A market research report projects the generative AI in healthcare market will grow from USD 3.3 billion in 2025 to USD 39.8 billion by 2035.

-...

IQVIA's Zainab Funsho argues that regulatory flexibility doesn't lower the bar. Regulators apply the same scrutiny to evidence regardless of design...

AI's role in drug development is moving from pitch to practice, but most of the evidence so far is company-reported.

• Anthropic's acquired biotech...

Royalty Pharma's third quarter brought $890 million in revenue, up 9.3% year over year, and topped the consensus revenue estimate.

That performance...

Key developments from this regulatory briefing:

• FDA approved a generic lenacapavir intended for lower-income countries, a cheaper version of an...

At the CPHI Milan 2026 Leadership Summit, investor Dr. Nina Rawal framed the industry's challenges through capital allocation.

• Incumbent struggles:...

A San Francisco panel, "From First Dose to First Data," will focus on early-phase milestones such as first patient dosed, enrollment on pace, and the...

• Deal terms: SBP Group will receive $358 million in upfront and near-term payments and is eligible for up to $7 billion in milestones.
• Pipeline:...

Remote wearables can capture changes that periodic site visits miss, but this vendor-authored piece argues that the surrounding system matters as much...