Amneal Pharmaceuticals' shares have surged over 64% in the past year, prompting investors to question if the rally still has room to run. A closer look at valuation metrics suggests the generic drugmaker may still be trading at a significant discount to its intrinsic value.
Oaktree Specialty Lending (OCSL) surpassed profit expectations in Q4 2025 despite a double-digit revenue decline, as management emphasizes disciplined underwriting and portfolio repositioning amid AI-driven disruption in software investments.
Following a recent pullback, investors are scrutinizing whether Vertex Pharmaceuticals' (VRTX) current share price around $470 reflects its long-term cash flow potential. A discounted cash flow model suggests significant upside, while P/E ratios paint a more cautious picture, highlighting the complex valuation landscape for the biotech leader.
Oaktree Specialty Lending (OCSL) reported stable earnings for its fiscal first quarter, with adjusted net investment income rising to $0.41 per share. Management highlighted disciplined capital deployment, a focus on reducing non-accruals, and detailed the firm's evolving approach to underwriting software and AI-related risks in a bifurcated market.
Ironwood Pharmaceuticals (IRWD) received dual analyst upgrades this week, with Craig-Hallum and Citizens JMP raising their ratings and price targets, citing renewed confidence in its flagship drug Linzess and its financial outlook.
Skyward Specialty Insurance Group (SKWD) has launched a new Power Generation insurance solution aimed at small to mid-sized producers and brokers, offering customized coverage for a wide array of power assets and complementing its existing renewable energy program.
Oaktree Specialty Lending (OCSL) reported fourth-quarter revenue in line with Wall Street expectations at $75.1 million, though sales declined 13.3% year-over-year. Non-GAAP earnings per share of $0.06 fell sharply below analyst consensus, highlighting challenges in the current lending environment.
A new discounted cash flow analysis suggests Alnylam Pharmaceuticals (ALNY) shares trade at a significant discount to their intrinsic value, presenting a potential opportunity for investors. However, experts caution that valuation is just one piece of the investment puzzle.
Oaktree Specialty Lending (NASDAQ: OCSL) is scheduled to release its fourth-quarter financial results before the market opens on Wednesday. Analysts project a year-over-year revenue decline, continuing a trend observed in recent quarters. Here’s a detailed preview of what investors should watch for.
After a significant rebound, ACADIA Pharmaceuticals (ACAD) shares present a conundrum for investors. While a discounted cash flow model suggests deep undervaluation, the stock's volatile history and mixed performance metrics demand a closer look at the underlying narrative.
Amid a volatile market, specialty insurer Palomar Holdings (PLMR) presents a compelling growth story. With a disciplined underwriting strategy, robust risk management, and a track record of doubling profits every few years, the company trades at multiples that may significantly undervalue its consistent execution and expansion potential.
While investors chase AI and big tech, a niche biotech firm focused on rare genetic obesity disorders has quietly delivered staggering returns, with Wall Street seeing further 40% upside. Rhythm Pharmaceuticals' targeted approach and upcoming catalysts have analysts bullish, despite its relative anonymity.
While the S&P 500 has rallied, shares of business development company Sixth Street Specialty Lending have slumped, underperforming by nearly 18 percentage points over six months. We examine the concerning fundamentals behind the decline and highlight a more compelling opportunity in the tech sector.
Shares of Day One Biopharmaceuticals (NASDAQ: DAWN) have surged over 50% in the last three months, reigniting debate over its fair value and the risks tied to its lead drug OJEMDA and a pivotal upcoming data readout.
Ryan Specialty Holdings is delivering robust organic growth and industry-leading cash flow, yet its market valuation may not fully reflect this operational strength. Analysts point to its disciplined reinvestment strategy as a key differentiator in the specialty insurance sector.
Citi raises Lexicon Pharmaceuticals' price target to $2.10, citing strong momentum from its collaboration with Novo Nordisk on obesity drug candidate LX9851 and improved financials.
LifeSci Capital reaffirms its Buy rating on Olema Pharmaceuticals (OLMA) and raises its price target to $45, following bullish analyst sentiment on the company's lead drug candidate, Palazestrant, for ER+/HER2- breast cancer.
Healthcare distributor Cencora (NYSE: COR) reported mixed fourth-quarter results, with revenue falling short of Wall Street forecasts despite a 5.5% year-over-year increase to $85.93 billion. Adjusted earnings of $4.08 per share slightly exceeded consensus estimates.
Healthcare distribution giant Cencora (NYSE: COR) kicked off its fiscal 2026 with robust growth, reporting a 12% increase in adjusted operating income and a 9% rise in adjusted EPS. Bolstered by the completion of its OneOncology acquisition and sustained strength in its U.S. specialty pharmaceuticals business, the company has raised its full-year guidance.
GSK's annual net profit more than doubled in 2025, fueled by robust sales of HIV, respiratory, and oncology medicines. The results signal a strong recovery for the pharma giant after settling costly U.S. lawsuits related to its discontinued heartburn drug Zantac.
