Healthcare

Business

Glaukos Stock: A Tale of Two Valuations After Recent Rebound

Glaukos shares have rebounded nearly 8% in a month, yet remain down sharply over the past year. A deep dive into the numbers reveals a stark contrast: a discounted cash flow model suggests significant upside, while price-to-sales metrics paint a picture of a richly valued stock. Investors are left weighing the promise of future glaucoma innovation against current market multiples.

Feb 2, 2026

Business

Allegion Doubles Down on Smart Security to Cement Institutional Market Position

Allegion (NYSE: ALLE) is accelerating its strategic shift toward integrated smart security platforms, emphasizing digital credentials, connected locks, and cloud-based access control to meet growing demand from commercial and institutional clients.

Feb 2, 2026

Business

Merck's Q4 Earnings in Focus: Can the Pharma Giant Sustain Its Momentum?

As Merck prepares to release its fourth-quarter results, investors are watching to see if the pharmaceutical leader can maintain its track record of exceeding expectations amid a slowing growth outlook.

Feb 2, 2026

Business

Benchmark Electronics Eyes Q4 Earnings Beat Amid Sector Volatility

Benchmark Electronics (NYSE:BHE) is set to report Q4 earnings after Tuesday's market close, with analysts forecasting a return to revenue growth. The electronics manufacturing services provider enters the report on a strong note, having outperformed expectations last quarter.

Feb 2, 2026

Business

Pfizer's Q4 Earnings in Focus: Post-Pandemic Revenue Shift and Pipeline Progress to Steer Investor Sentiment

As Pfizer prepares to report its fourth-quarter results, investors are weighing the company's strategic pivot beyond its COVID-19 portfolio against a backdrop of expected revenue declines. The report may set the tone for the broader pharmaceutical sector.

Feb 2, 2026

US

Fewer but Fiercer: The Evolving Disruption of U.S. Government Shutdowns

While the frequency of U.S. government shutdowns has declined since the 1990s, a deepening partisan divide has transformed them into longer, more damaging stalemates, with 22 closures since 1976 imposing growing costs on federal operations and the public.

Feb 2, 2026

US

Venezuelan Opposition Leader Machado Projects Optimism in Washington Amidst Political Turmoil; Immigration Tensions Simmer at Home

In an exclusive 'Face the Nation' interview, Nobel laureate María Corina Machado discusses Venezuela's future after U.S. intervention, while domestic debates over ICE tactics and a partial government shutdown highlight deepening political divisions.

Feb 2, 2026

Business

Perspective Therapeutics Surges on Promising Cancer Trial Data, But Valuation Gap Raises Questions

Shares of Perspective Therapeutics (CATX) have rallied sharply following encouraging interim results from its lead cancer therapy trial and a strategic business update. While the data fuels optimism, a deep dive into the numbers reveals a stark disconnect between its current market price and analyst targets, highlighting both opportunity and significant risk.

Feb 2, 2026

Business

Glaukos Gains FDA Label Expansion for iDose TR, But Valuation Questions Loom

Glaukos Corporation's iDose TR glaucoma therapy receives a key FDA labeling update, permitting repeat administration. While the news bolsters the company's growth narrative, analysts are divided on whether its current stock price already reflects future potential amid rich valuation metrics.

Feb 2, 2026

Business

Idorsia's Latin American Gambit: QUVIVIQ Deal with EMS Signals Strategic Shift Amid Pipeline Scrutiny

Idorsia's exclusive licensing agreement with EMS to commercialize insomnia drug QUVIVIQ across Latin America marks a key step in its global expansion. The deal, involving $20 million in milestones and royalties, arrives as long-term data for its Fabry disease candidate lucerastat puts the spotlight on the company's broader late-stage pipeline and persistent financial pressures.

Feb 2, 2026

Business

Bayer's Stock Soars 107% in a Year: Is the Pharma Giant Still Undervalued?

Bayer's share price has more than doubled in the past 12 months, yet key valuation models suggest a significant gap remains between its market price and intrinsic value. We examine the metrics behind the rally and the lingering legal and portfolio challenges facing the company.

Feb 2, 2026

Business

UPS Unveils Sweeping Network Overhaul: 30,000 Jobs Cut as It Pivots to Automation and Higher-Margin Deliveries

In a major strategic shift, UPS announced plans to eliminate up to 30,000 positions and close 24 facilities by 2026. The logistics giant is restructuring its network to prioritize automation and higher-margin business segments, while scaling back lower-margin volume, notably from Amazon. The move aims to reshape the company's cost structure and profitability profile amid a challenging multi-year stock performance.

Feb 2, 2026

Business

Brookdale Senior Living's Meteoric Rise: Is the High-Flying Stock Still a Buy After 224% Surge?

Shares of Brookdale Senior Living (BKD) have skyrocketed over 224% in the past year, drawing intense scrutiny from investors. As the stock hovers near analyst targets, the market debates whether its valuation still has room to run or if it's overheated in the face of sector headwinds.

Feb 2, 2026

Business

BeOne Medicines: A Valuation Check Amidst Volatile Trading and Long-Term Promise

BeOne Medicines (ONC) presents a complex picture for investors, with recent short-term volatility contrasting sharply with strong long-term returns. As the stock trades around $340, analysts debate whether its current price fully reflects the ambitious growth narrative in its oncology pipeline.

Feb 2, 2026

Business

Chicago Capital Trims $12.5M Stake in Surgically Focused Robotic Firm PROCEPT BioRobotics

Amid a steep 60% annual share price decline, investment firm Chicago Capital has significantly reduced its position in PROCEPT BioRobotics, a developer of robotic systems for urological surgery, signaling a portfolio risk reassessment.

Feb 2, 2026

Business

Sarepta's Gene Therapy Shows Sustained Slowing of DMD Progression in Landmark Three-Year Data

New long-term results from the pivotal EMBARK trial indicate ELEVIDYS, Sarepta's gene therapy, continues to alter the disease trajectory for boys with Duchenne muscular dystrophy, with no new safety concerns emerging over three years.

Jan 31, 2026

Business

Definium Therapeutics Bolsters Board with Commercial Veteran Roger Adsett Ahead of Pivotal Trials

Biotech firm Definium Therapeutics appoints seasoned commercial executive Roger Adsett to its board, signaling a strategic shift towards commercialization as key late-stage trial data approaches.

Jan 31, 2026

Business

Tilray Bets on Italy: A New Medical Cannabis Unit Aims to Anchor European Growth

Tilray Brands deepens its commitment to Europe's regulated medical cannabis sector with the launch of Tilray Medical Italia, a strategic venture with local partner Molteni Farmaceutici. The move comes as the company seeks to stabilize its growth narrative amid significant stock market volatility.

Jan 31, 2026

Business

Boeing Secures Labor Peace in Wichita as SPEEA Engineers Ratify New Four-Year Contract

Boeing's Wichita-based engineering union has overwhelmingly approved a new labor agreement, securing substantial pay raises and improved benefits for approximately 1,600 technical staff, many recently transitioned from Spirit AeroSystems.

Jan 31, 2026

Business

CSL's 34% Plunge: A Buying Opportunity or a Value Trap?

After a bruising year that saw its shares tumble by a third, biotech giant CSL is back in the spotlight. We delve beyond the headline numbers, examining valuation models and market sentiment to assess if the sell-off has created a compelling entry point for long-term investors.

Jan 31, 2026