Even as stablecoins gain popularity, Aaron Marks and Joseph Hayes believe the technology is still primarily used by crypto natives and people in emerging markets. Now, the two former credit card execs have founded a startup called Rhythmic to bring stablecoins to the broader market. Rhythmic’s strategy revolves around partnering with consumer-facing companies to provide cash back, rewards programs, and other financial products for the brands’ customers. Rhythmic announced on Thursday that it raised a $4 ...

With a market cap of $30.6 billion, Ulta Beauty, Inc. (ULTA) is a specialty beauty retailer offering a wide range of branded and private-label products across cosmetics, fragrance, haircare, skincare, and bath and body, along with in-store beauty services such as hair, makeup, brow, and skin treatments. It operates across the United States, Mexico, and Kuwait through its stores, digital platforms, and mobile applications. Shares of the beauty products retailer have surpassed the broader market over the p ...

Core Viewpoint - Janux Therapeutics, Inc. (NASDAQ:JANX) is recognized as a promising immunotherapy stock, particularly following its collaboration with Bristol Myers Squibb, which is expected to enhance its development capabilities in solid tumor oncology [1][2]. Group 1: Collaboration and Agreement - Janux Therapeutics announced a collaboration and exclusive worldwide license agreement with Bristol Myers Squibb to develop a novel tumor-activated therapeutic targeting a validated solid tumor antigen [1]. - The agreement stipulates that Janux will handle preclinical development up to IND submission, while Bristol Myers Squibb will manage the IND and subsequent global commercialization [2]. - Janux will remain actively involved in supporting Bristol Myers Squibb through the completion of the first Phase 1 clinical study [2]. Group 2: Company Overview - Janux Therapeutics is a preclinical stage biopharmaceutical company focused on developing therapeutics based on the Tumor Activated T Cell Engager platform technology [3]. - The company specializes in tumor-activated immunotherapies for cancer through two bispecific platforms: Tumor Activated T Cell Engagers (TRACTr) and Tumor Activated Immunomodulators (TRACIr) [3].

Key Takeaways The average American mortgage balance reached $258,214 in mid-2025. Mortgage balances vary widely by age: Millennials carry the most mortgage debt of any generation, nearly $125,000 more than Baby Boomers. New homebuyers in December had a median monthly payment of $2,025. Americans with mortgages already know the sting of the modern housing market. What they might not know is how their pain compares to everyone else's. The average American with a mortgage carried a balance of $258,2 ...

Group 1 - Iovance Biotherapeutics Inc. is recognized as a promising immunotherapy stock by hedge funds, with Goldman Sachs raising its price target to $2 from $1.50 while maintaining a Sell rating [1] - The company announced data showcasing a best-in-class profile for its commercial product Amtagvi, demonstrating unprecedented response rates in a real-world clinical study for advanced melanoma patients [2] - Amtagvi is noted as the first one-time T cell therapy for solid tumor cancer and the only FDA-approved treatment for advanced melanoma patients previously treated with anti-PD-1 and targeted therapy [3] Group 2 - In a study involving 41 evaluable patients with previously treated advanced melanoma, the physician-assessed confirmed objective response rate for Amtagvi was 44%, with a disease control rate of 73% [4] - Iovance Biotherapeutics is a clinical-stage biopharmaceutical company focused on developing tumor-infiltrating lymphocyte (TIL) therapies, with Amtagvi being its lead product candidate [5]

Core Viewpoint - Arcus Biosciences, Inc. (NYSE:RCUS) is experiencing mixed analyst ratings, with recent downgrades and upgrades reflecting uncertainty in its product differentiation and upcoming clinical data readouts [1][2]. Analyst Ratings - Wells Fargo downgraded Arcus Biosciences from Overweight to Equal Weight, lowering the price target from $30 to $23 due to unclear differentiation for Welireg and potential negative impacts from upcoming data readouts [1]. - Bank of America Securities maintained a Hold rating with a price target of $26 [2]. - Goldman Sachs upgraded the stock from Neutral to Buy, raising the price target from $16 to $28, highlighting the potential of the company's lead asset, casdatifan [2]. Product Development - Casdatifan is a selective HIF-2alpha inhibitor being developed for advanced clear cell renal cell carcinoma, with an estimated total addressable market of approximately 17,400 patients in the US/EU and projected risk-adjusted peak sales of about $1.7 billion [3]. - Phase 1 results for the ARC-20 trial showed overall response rates of 31% for the mono regimen and 46% for the combination regimen, with expectations for further improvement as the trial matures [3]. Company Overview - Arcus Biosciences is a clinical-stage biopharmaceutical company focused on developing and commercializing immunotherapies, competing in the biotechnology and pharmaceutical sectors [4].

As we have discussed in the past, we remain steadfast in several key focus areas: growing our industrial concentration, adding value in our existing portfolio through renewals, extensions, and strategic capital investments, and disposing of non-core assets and strategically redeploying those proceeds into quality industrial assets. By executing on these focus areas, we expect to achieve increased portfolio value, strong occupancy rates, streamlined rental growth across the portfolio, continue to delever, an ...

Core Insights - Novartis AG (NYSE:NVS) is recognized as a leading immunotherapy stock by hedge funds, with positive results from the Phase III ALIGN study for Vanrafia (atrasentan) showing significant improvement in eGFR change compared to placebo [1] - Vanrafia received accelerated approval in the U.S. and China for reducing proteinuria in adults with IgAN, with plans for traditional approval in 2026 [2] - JPMorgan raised the price target for Novartis AG to CHF 135 from CHF 125, maintaining an Overweight rating on the shares [3] Group 1: Clinical Developments - The ALIGN study demonstrated a positive difference in eGFR change from baseline at Week 136, favoring Vanrafia across multiple timepoints and measures of kidney function [1] - Clinically meaningful results were observed at Week 132 compared to placebo, particularly in patients receiving SGLT2 inhibitors [1] - ALIGN study offers the longest follow-up period in pivotal Phase III studies for IgAN, with safety results consistent with previous findings [2] Group 2: Market Position and Analyst Ratings - Novartis AG is involved in developing a range of healthcare and pharmaceutical products, including immuno-oncology research [3] - The company is advancing its multi-asset IgAN portfolio, which includes Fabhalta and the investigational compound zigakibart [2] - JPMorgan's price target increase reflects confidence in Novartis AG's market position and growth potential [3]

Historically, BHP has been viewed as a proxy for the Chinese property market. Iron ore was the cash cow that funded dividends, while other commodities played supporting roles. Today’s report flips that narrative. The company has successfully transitioned its portfolio exposure toward future-facing commodities. This pivot effectively removes the China discount often applied to miners, re-rating the stock from a cyclical value play to a secular growth proxy. By aligning its production with the needs of the di ...

Incyte Corporation (NASDAQ:INCY) is one of the best immunotherapy stocks to buy according to hedge funds. Jefferies reiterated a Buy rating on Incyte Corporation (NASDAQ:INCY) on February 11, setting a price target of $120. The same day, Morgan Stanley also lifted the price target on the stock to $102 from $94 while maintaining an Equal Weight rating on the shares. Incyte Corporation (INCY): Among Small-Cap Healthcare Stocks Hedge Funds is Buying Incyte Corporation (NASDAQ:INCY) also received a bullish r ...