State Street Health Care SPDR (XLV) Adds Eli Lilly and Johnson & Johnson on Nov. 10
The State Street Health Care Select Sector SPDR ETF (XLV) increased its holdings in 60 positions on November 10, with no decreases. The fund made significant purchases in Eli Lilly and Co (LLY) and Johnson & Johnson (JNJ), representing its largest buys by dollar value. XLV, an Equity Sector Healthcare fund, maintains a strong focus on large-cap healthcare stocks, with its top five holdings accounting for over 60% of its assets.
JPMorgan Global Select Equity (JGLO) Adds Broadcom and AMD on Nov. 10
JPMorgan Global Select Equity ETF (JGLO) added Broadcom (AVGO) and AMD (AMD) to its portfolio on November 10, while reducing its stake in Nvidia (NVDA). The fund recorded net sales of $1.9 million, with major buys including AVGO ($22.6 million), AMD ($22.0 million), and Taiwan Semiconductor (TSM) ($19.0 million). Technology remains JGLO's largest sector holding at 34.7%, with Microsoft, Amazon, Nvidia, Apple, and Alphabet as its top five positions.
P&G’s India Hygiene Unit Felt The Pinch From Cost Inflation
Procter & Gamble Hygiene and Health Care, an Indian unit, reported a 7% drop in quarterly profit due to rising raw material, energy, and freight costs. The company's revenue remained flat, highlighting how cost inflation can impact consumer staples even with stable sales volumes. This trend is also affecting other major consumer goods companies in India, leading to strategies like "price-pack" changes to maintain profitability.
Origin Bancorp gets Cramer buy call in CNBC stock roundup
Jim Cramer recommended Origin Bancorp as a "buy" during CNBC's "Mad Money" lightning round, identifying it as an inexpensive consolidation play in Louisiana banking. He also expressed selective backing for Alibaba and remained positive on Palantir, while cautioning against gambling stocks like DraftKings and dismissing Netskope in favor of established cybersecurity rivals. Cramer's comments highlight a preference for sectors with consolidation potential or clear earnings momentum, such as regional banks and select technology companies.
Does Johnson & Johnson (JNJ) Have A New Growth Driver In Bipolar Mania?
Johnson & Johnson (JNJ) announced positive Phase 3 trial results for CAPLYTA in treating bipolar I mania, meeting primary and secondary endpoints with rapid symptom improvements and a favorable safety profile. This success supports an upcoming FDA submission, aiming to expand CAPLYTA's indications beyond schizophrenia and bipolar depression, and could reinforce the company's growth narrative, particularly in central nervous system therapies, as it seeks to offset patent expirations. Investors will now watch for regulatory submission and market uptake in the Innovative Medicine segment.
Johnson & Johnson Reports Favorable Data For Bipolar Study
Johnson & Johnson reported favorable topline results from Study 452, its second pivotal Phase 3 trial for CAPLYTA (lumateperone) in adults with bipolar I disorder. The therapy achieved its primary and key secondary endpoints, showing rapid and sustained relief in manic symptoms and overall illness severity. These findings, combined with previous data, will support an upcoming U.S. regulatory submission.
J&J funds Francis Medical to seek cancer indication for Vanquish device
Johnson & Johnson's investment arm, JJDC, has strategically partnered with Francis Medical to support its efforts in securing a Premarket Approval (PMA) submission to the FDA for its Vanquish water vapor ablation system for prostate cancer. Francis Medical, which already has FDA clearance for prostate tissue ablation, is conducting the VAPOR 2 study to evaluate the system's safety and efficacy in treating localized intermediate-risk prostate cancer, with promising six-month biopsy data. The funding will also help scale Francis Medical's commercial infrastructure and physician training programs for broader market adoption.
Johnson & Johnson Reports Favorable Data For Bipolar Study
Johnson & Johnson reported favorable topline results from Study 452, its second pivotal Phase 3 trial evaluating CAPLYTA (lumateperone) for bipolar I disorder, meeting primary and key secondary endpoints with rapid and sustained relief in manic symptoms. These new findings, combined with earlier Study 451 data, provide consistent clinical validation and will support an upcoming U.S. regulatory submission. The therapy demonstrated favorable tolerability and a safety profile consistent with prior clinical data.
Halozyme downgraded at Morgan Stanley on valuation
Halozyme Therapeutics (HALO) shares fell after Morgan Stanley downgraded the stock to Equal Weight from Overweight due to valuation concerns following its Q3 2026 results. Analyst Sean Laaman raised the price target to $109 from $105, noting the stock now trades in line with his base case after a recent selloff and significant year-to-date gains. The downgrade also considers future royalty-rate step-downs for its largest revenue stream, Darzalex SC.
Stock Watch: Lilly’s 52-Week High Meets Alnylam’s 52-Week Low
Eli Lilly's stock reached a 52-week high after announcing strong third-quarter growth driven by its GLP-1 agonists Mounjaro and Zepbound. In stark contrast, Alnylam Pharmaceuticals' stock hit a 52-week low on the same day as it reported its third-quarter results. Both companies are heavily reliant on dominant franchises, with Lilly's success attributed to its diabetes and obesity drugs, while Alnylam faced challenges.
SGOV Yields 3.63%. Can Johnson & Johnson or Verizon Pay Retirees More?
This article compares the income potential of the iShares 0-3 Month Treasury Bond ETF (SGOV) with two traditional dividend stocks, Johnson & Johnson (JNJ) and Verizon (VZ), for retirees. While SGOV's yield fluctuates with Treasury rates and offers state tax benefits, JNJ boasts a 64-year dividend raise streak with a lower initial yield and VZ provides a higher yield but with significant debt concerns. The optimal choice depends on a retiree's time horizon, risk tolerance, and tax situation, often leading to a combination of these options.
Legend Biotech shares fall 16% after first earnings report under new CEO
Legend Biotech's shares dropped 16% following its Q3 earnings report, marking a challenging start for new CEO Ingrid Zhang. Despite Carvykti's revenue growth, the company's CFO issued a conservative sales outlook for 2027, citing launch delays outside the U.S. and slower early-line market share growth in the U.S. This cautious forecast, along with competition in the multiple myeloma treatment landscape, dampened investor sentiment.
State Street Health Care SPDR (XLV) Sells Eli Lilly and J&J on Nov. 9
The State Street Health Care Select Sector SPDR ETF (XLV) reported a one-day net selling activity of $320.2 million on November 9, reducing all 60 of its positions. The largest sales by dollar value included Eli Lilly and Co (LLY) at $53.1 million, Johnson & Johnson (JNJ) at $31.9 million, and AbbVie Inc (ABBV) at $24.4 million. The fund, which manages $50.54 billion in assets, maintains a strong focus on large-cap healthcare stocks.
Stereotaxis Q3 2026 Earnings Call Transcript
Stereotaxis reported a 20% year-over-year revenue increase to $8.9 million for Q3 2026, driven by new system installations and increased catheter sales. The company is undergoing two major transformations: shifting to easily installed systems like Genesis X and developing disposable interventional catheters for recurring revenue. Despite supply constraints for Magic catheters, Stereotaxis is pursuing alternative options and secured a convertible note financing of up to $24 million to support operations until anticipated profitability within the next year.
Jim Cramer's plan for our Intel position. Plus, a rotation loser to buy here
Jim Cramer discussed the day's market movements, noting a Nasdaq rally driven by AI stocks and strong CoreWeave earnings, while the Dow declined. He announced plans for the Investing Club to exit Intel and acquire Advanced Micro Devices due to AMD's superior offerings. Cramer also identified buying opportunities in Kimberly-Clark and Qnity Electronics, and highlighted Johnson & Johnson's oncology business growth.
J&J targets Caplyta label expansion on Phase III bipolar mania success
Johnson & Johnson (J&J) is planning to submit Caplyta to the FDA for a potential label expansion to include the treatment of manic episodes in bipolar type I. This move follows the success of Caplyta in a Phase III trial for bipolar mania. If approved, this expansion would broaden the therapeutic scope of Caplyta, which is already used to treat schizophrenia and depressive episodes associated with bipolar I or II disorder.
How Much Upside Is Left In Johnson & Johnson Stock?
Johnson & Johnson (JNJ) stock has significantly outperformed the S&P 500 over the past year. A three-year scenario, based on company figures, projects a 39.8% increase in stock value, largely driven by sales growth and an improved net margin, despite a projected decrease in the P/E ratio. However, JNJ's historical revenue growth has been slower than the scenario's projections, and future performance will hinge on accelerating sales and managing net margins, particularly as talc and deal costs incurred in fiscal Q3 2026 recede.
What Stereotaxis (STXS) Said on Its Q3 Earnings Call
Stereotaxis (STXS) reported a 20% increase in Q3 revenue driven by early sales of its GenesisX robotic system and Synchrony operating room technology, despite ongoing catheter supply constraints. The company aims for profitability by 2027, contingent on resolving MAGiC catheter shortages and leveraging new financing. They also announced a collaboration with Canon and have a pipeline of GenesisX and Synchrony opportunities.
Legend Biotech shares tumble as Carvykti outlook overshadows profit
Legend Biotech Corp. reported a 32% year-on-year revenue increase and a reversal of net loss to a $51.7 million profit in the third quarter, driven by its Carvykti cancer treatment. Despite this, the company's shares fell by 15.97% due to slower-than-expected market share gains for Carvykti in earlier-line U.S. treatment settings and concerns about overseas launch timing affecting its fourth-quarter outlook. Legend Biotech still anticipates double-digit sales growth for Carvykti in 2027 and aims for company-wide profitability this year on an adjusted net income basis.
What Pacira BioSciences Doubters Got Wrong
Pacira BioSciences saw a 49.2% return, including dividends, from the start of the year, despite skepticism. Bullish arguments in 2025 focused on CMS policy shifts, ambulatory surgery growth, and a Johnson & Johnson MedTech partnership, while bears highlighted reliance on EXPAREL and generic threats. The recent US$36.50 per share cash tender from Viatris, coupled with improved profitability on flatter revenue, suggests the optimists were more accurate.
Freenome Q3 2026 Earnings Call Transcript
Freenome (NASDAQ: FRNM) held its first earnings call as a public company, reporting a total revenue of $183.5 million for Q3 2026, primarily due to FDA approval and commercial launch of Simple Screen CRC. The company raised $310 million through its NASDAQ IPO and is focused on expanding its AI-enabled cancer screening platform and product pipeline, including new lung cancer tests and strategic partnerships with Abbott and Roche. Freenome anticipates future growth through continued innovation in test development, aiming for additional single and multi-cancer tests, while also working to broaden reimbursement coverage.
Duke Energy Florida plans four new solar sites adding 300 MW and $1B savings by 2028
Duke Energy Florida is planning to build four new solar energy sites in Orange and Sumter counties, aiming to add 300 megawatts of clean energy to the grid by mid-2028. These projects are projected to save customers $1 billion over their lifetime through reduced fuel costs and tax credits. The company also continues to expand battery storage to further enhance solar energy availability and reduce customer bills.
Atrial Fibrillation Clinical Trials Update 2026: Phase-Wise Pipeline Status, Drug Profiles, and Key Developers by DelveInsight | Bayer, Johnson and Johnson, Bristol Myers Squibb, Daiichi Sankyo,Pfizer
DelveInsight's "Atrial Fibrillation Pipeline Insight, 2026" report details over 15 treatment therapies from 12+ key companies, covering the clinical development landscape from pre-clinical to marketed phases. The report highlights emerging therapies and recent FDA approvals, including Abbott's TactiFlex Duo Ablation Catheter and Volt PFA System, and Johnson & Johnson's Dual Energy THERMOCOOL SMARTTOUCH SF Platform. It also notes the rising prevalence of Atrial Fibrillation and advancements in technology as market drivers, while addressing challenges like drug complications and awareness gaps.
Legend Biotech Stock Heads for Record One-Day Drop as CARVYKTI's U.S. Growth Slows
Legend Biotech shares experienced their worst one-day decline, falling 18% after third-quarter results revealed slowing U.S. demand for its flagship CARVYKTI therapy, despite a return to profitability. While total revenue increased and adjusted EPS met estimates, U.S. CARVYKTI sales growth decelerated significantly, overshadowing strong international sales and a new FDA IND clearance. Management adjusted near-term expectations, citing slower earlier-line U.S. share gains and launch dynamics outside the U.S., which pressured investor confidence.
Medtronic PLC stock underperforms Tuesday when compared to competitors
Medtronic PLC (MDT) shares fell by 1.17% on Tuesday, closing at $101.59, as the broader stock market also experienced a downturn. The company's stock underperformed both the S&P 500 and the Dow Jones Industrial Average, which also saw declines. Medtronic PLC finished the trading session 4.46% below its 52-week high.
Nanobiotix shares surge 36.5% over one month and aim for their MM200
Nanobiotix shares have surged 36.5% over the past month, recovering from a previous decline and approaching their 200-day moving average (MM200). The oncology nanomedicine biotech is also preparing for two meetings with the financial community in London, while reporting sufficient cash reserves to fund operations until 2029.
Enovis (NYSE:ENOV) Q3 2026: Recon Growth, Guidance Raised
Enovis (NYSE:ENOV) reported strong Q3 2026 results, with sales growth on both reported and organic bases, driven by significant market share gains in its Reconstructive segment. The company also raised its full-year guidance for adjusted EBITDA and adjusted EPS, reflecting confidence in margin improvement and successful execution of its innovation-led strategy. This performance highlights Enovis's ability to capitalize on steady demand from an aging population and advancements in orthopedic medical technology.
Johnson & Johnson's venture arm backs Francis Medical for prostate cancer push
Johnson & Johnson Innovation — JJDC, the corporate venture arm of Johnson & Johnson, has led a late-stage financing agreement for Francis Medical. This investment will fund the scaling of Francis Medical's commercial infrastructure for its Vanquish System, a minimally invasive thermotherapy platform for prostate tissue ablation, and support its Premarket Approval (PMA) submission to the FDA for managing clinically localized prostate cancer. The Vanquish System received FDA 510(k) clearance in November 2025, and initial study results show promising outcomes with no device-related serious adverse events.
$300,000 in Duke Energy, Philip Morris and Johnson & Johnson: Here’s What It Pays
This article examines how a $300,000 investment, split evenly among Duke Energy, Philip Morris International, and Johnson & Johnson, can generate approximately $8,590 in annual passive income, representing a blended yield of 2.86%. It details the individual contributions of each stock to the income stream, highlighting their respective forward yields and dividend characteristics. The analysis emphasizes the importance of consistent dividend payouts and a track record of increases for retirees seeking reliable income without selling shares.
J&J readies Caplyta for FDA label expansion after 2nd phase 3 win in bipolar mania
Johnson & Johnson is preparing to submit Caplyta for FDA approval to treat manic episodes in bipolar I disorder, following its second successful Phase 3 trial. The drug demonstrated statistically significant improvements in manic symptoms and overall illness severity, with a tolerability profile consistent with previous studies. This potential label expansion would further solidify J&J's presence in the neuroscience therapeutic area.
J&J Eyes US Nod for Caplyta in Bipolar Mania After Second Trial Win
Johnson & Johnson's drug Caplyta demonstrated effectiveness in easing manic symptoms in patients with bipolar I disorder in a second late-stage study, outperforming placebo. These positive results pave the way for a planned submission to the US Food and Drug Administration to seek approval for bipolar mania. Caplyta is already approved for bipolar depression, schizophrenia, and certain cases of major depression, with UBS analysts projecting peak sales potentially exceeding $5 billion.
Legend Biotech Q3 2026 Earnings Call Transcript
Legend Biotech reported strong Q3 2026 financial results, with CARVYKTI net trade sales increasing 36% year-over-year to $710 million, driven by U.S. adoption in earlier lines and international expansion. The company aims for company-wide profitability in 2026 on an adjusted net income basis, supported by a robust cash position and advancements in its next-generation cell therapy pipeline, including FDA clearance for LB2501. Management emphasized maximizing CARVYKTI's potential, particularly in earlier treatment settings, and disciplined execution to ensure sustained growth and profitability.
Johnson & Johnson Ordered to Pay $34 Million to Mesothelioma Victim’s Family
A California jury has ordered Johnson & Johnson to pay over $34 million to the family of Kevin Reikes, a mesothelioma victim who developed the disease after using the company's talc-based Baby Powder. The jury found J&J 40% responsible for Reikes's medical costs and suffering, assigning the remaining fault to Dr. Scholl’s foot powder. This ruling adds to a series of significant awards against J&J in both mesothelioma and ovarian cancer lawsuits related to talc products.
Legend Biotech Reports Third Quarter 2026 Results and Recent Highlights
Legend Biotech announced strong third-quarter 2026 financial results, with CARVYKTI net trade sales increasing 36% year-over-year to $710 million. The company highlighted five-year data from its CARTITUDE-2 Cohort A study, showing durable outcomes for CARVYKTI in earlier-line relapsed or refractory multiple myeloma, with half of patients remaining alive and progression-free after a single infusion. Additionally, Legend Biotech received U.S. FDA IND clearance for LB2501, an investigational dual-targeting in vivo CAR-T therapy for B-cell malignancies, and appointed Ingrid Zhang as its new CEO.
Form 6-K Legend Biotech Corp For: Sep 30
Legend Biotech Corporation has filed its Form 6-K for the period ending September 30, 2026, including unaudited interim condensed consolidated financial statements and Management’s Discussion and Analysis. The report details an increase in collaboration revenue primarily from CARVYKTI sales, leading to a net income of $30.6 million for the nine months ended September 30, 2026, compared to a net loss in the prior year. The company highlights recent business developments, including increased CARVYKTI sales and FDA IND clearance for a new CAR-T therapy, and discusses its liquidity and capital resources.
Thermo Fisher Scientific (TMO) Stock: $721.63, Up 3.87% Nov 9
Thermo Fisher Scientific (TMO) stock rose 3.87% on November 9, 2026, closing at $721.63 and testing its 3-month high. Technical analysis indicates an uptrend, with the MACD histogram turning positive and the stock trading above its 20-day and 50-day moving averages. JournalArta's model gives a "BUY" verdict with a score of +92, though it notes risks like an overbought Stochastic and below-average trading volume.
Protagonist Therapeutics, Inc. $PTGX Stock: Pictet Asset Management Holding SA Lowers Stake
Pictet Asset Management Holding SA reduced its stake in Protagonist Therapeutics, Inc. (NASDAQ:PTGX) by 16.9% in the third quarter, while other institutional investors like BlackRock Inc. and Johnson & Johnson increased their positions. Analyst sentiment remains largely positive, with a "Buy" average rating and an average price target of $166.67. The company recently reported strong quarterly earnings, beating analyst expectations for both EPS and revenue.
What Usually Comes After A New High In Johnson & Johnson Stock?
Johnson & Johnson (JNJ) stock recently hit a 52-week high, raising questions for investors about buying at this level. Despite a decline in net income over the past year due to one-time costs, sales continue to grow, particularly in its Innovative Medicine segment. Historically, buying JNJ stock at a 52-week high has often led to positive returns a year later, outperforming ordinary buying days, although buyers should prepare for potential dips.
SAP Expands Collaboration with AstraZeneca to Adopt RISE with SAP and Business AI
SAP SE announced that AstraZeneca is migrating to SAP Cloud ERP Private through the RISE with SAP journey, expanding their 20-year relationship. This full-estate migration aims to simplify AstraZeneca's technology landscape, enabling faster operations, better decision-making, and leveraging AI capabilities. The collaboration will also support AstraZeneca in building a clean data core and embedding sustainability into its core business processes.
Atea Pharmaceuticals Secures Credit Facility for Up to $200MM from Hercules Capital
Atea Pharmaceuticals has secured a credit facility worth up to $200 million from Hercules Capital, with an initial $65 million received at closing. This non-dilutive financing aims to strengthen Atea's financial position and provide operational flexibility as it advances its late-stage clinical programs, including the anticipated launch of its hepatitis C virus (HCV) treatment. The funding will support the company's efforts towards key clinical and regulatory milestones, with a planned new drug application (NDA) submission in mid-2027 and potential US commercial launch in 2028.
HanAll Biopharma Shares Surge 20% After Partner Meets Primary Endpoint in Clinical Trial
Shares of HanAll Biopharma surged over 20% after its global partner, Immunovant, announced that a clinical trial for a difficult-to-treat rheumatoid arthritis treatment met its primary endpoint. The drug, imeroprubart, showed a significantly higher ACR20 response rate compared to placebo, leading to expectations of continued gains and discussions with the FDA for follow-on development. Immunovant also reported better-than-expected fiscal second-quarter results, further boosting investor confidence.
Q3 Earnings Season Winners: 3 Companies Raising Guidance
Three companies—BWX Technologies (BWXT), Johnson & Johnson (JNJ), and UnitedHealth Group (UNH)—have raised their FY26 outlooks after posting solid Q3 results. BWX Technologies benefited from strong commercial operations and nuclear demand, while Johnson & Johnson saw growth in its Innovative Medicine business. UnitedHealth Group reported improving cost trends, leading all three to increase their adjusted EPS and/or sales guidance.
Coherus BioSciences Q3 2026 Earnings Call Transcript
Coherus BioSciences reported Q3 2026 net sales of $14 million, falling short of their 10-15% target despite 25% year-over-year growth. The company announced a 30% headcount reduction to save $6-7 million quarterly and is strategically focusing its Tegmo Ketog program on esophageal cancer for accelerated FDA approval and ex-US partnerships. Coherus aims to boost LOQTORZI revenues to $25-$30 million quarterly by 2027 to cover core costs and achieve financial sustainability.
Form 8-K UNITEDHEALTH GROUP INC For: Nov 03
UnitedHealth Group Incorporated filed a Form 8-K with the SEC regarding the appointment of Madeline Bell as an independent director, effective November 3, 2026. Ms. Bell will be compensated according to the company's standard program for non-employee directors and will enter into a standard indemnification agreement. The press release announcing her appointment was issued on November 9, 2026.
Utilizing Creative Expression to Help End HIV Stigma: Joshua’s Story
Joshua, diagnosed with HIV in 2015, used dance and creative expression to overcome stigma and isolation. He founded "HIV The Naked Truth" to connect artists globally and raise awareness through dance, poetry, and music. Now an HIV activist and Gilead's Choose U™ ambassador, Joshua educates others to challenge misconceptions and end HIV stigma.
Form 10-Q BayCom Corp For: Sep 30
This article announces that BayCom Corp has filed its Form 10-Q for the period ending September 30. The filing was made on November 9, 2026, providing financial information for the specified quarter.
Stocks extend recovery from Thursday's sell-off. Plus, new trial data from Lilly, J&J
Stocks are extending their recovery rally for a second straight session after Thursday's post-election market slump, with the S&P 500 and Nasdaq both up over 2%. Eli Lilly and Johnson & Johnson shares rose after announcing positive trial data for key products, while Capital One fell due to Senator Elizabeth Warren's proposal to cap credit card interest rates. The market is also looking ahead to upcoming earnings reports and the October consumer price index report.
PR News | JF, FTI Work $6B Healthcare Deal - Mon., Nov. 9, 2026
Joele Frank is representing HealthSpan Partners in its updated $25 per share bid for Surgery Partners, a deal valued at $6 billion. FTI Consulting is advising Surgery Partners, which rejected a higher $28-per-share offer from a third party due to longer completion times and increased regulatory risk. Bain Capital, holding a 38 percent stake in Surgery Partners, supports the HealthSpan merger.
Johnson and Johnson stock hits all-time high of 282.03 USD
Johnson and Johnson stock reached an all-time high of $282.03, marking a 51.4% increase over the past year and 26% in the last six months. Despite trading above its InvestingPro Fair Value, the company recently received accelerated FDA approval for Rybrevant Faspro, a new cancer treatment, and is seeing continued growth in the coronary IVL market. However, it also faced a downgrade from Erste Group due to valuation concerns and failed merger discussions with Smith & Nephew.
Topical Hemostatic Agents Market Size, Share & Forecast 2036
The topical hemostatic agents market is projected to grow from USD 3.37 billion in 2026 to USD 6.3 billion by 2036, at a CAGR of 6.5%. This growth is driven by increasing surgical procedures and the need for specialized bleeding control materials. Gelatin-based products, surgical wound care applications, and hospitals are expected to remain the dominant segments, with the UK, Japan, and Brazil showing the highest growth rates.
