Core Viewpoint - Abbott Healthcare, an Indian drugmaker, is under investigation for the alleged misuse of its codeine-based cough syrup, which is known to be prone to abuse by addicts [1] Group 1: Company Overview - Abbott Healthcare's supply chain is currently being scrutinized as part of a broader investigation [1] Group 2: Industry Context - The investigation highlights concerns regarding the potential abuse of codeine-based medications within the pharmaceutical industry [1]

Group 1 - Sanhua Intelligent Control (02050) saw a decline of over 3.4% after announcing a share reduction plan involving the actual controller and several directors, with a total of up to approximately 10.2 million A-shares to be sold between February 24, 2026, and May 23, 2026 [1] - Tuo Yun Biotechnology (01332) experienced a significant drop of over 60%, nearly erasing gains since October 2022, following stock movements involving major shareholders [1] - Zhongwei New Materials (02579) increased by over 5% as the company announced securing 5-6 billion wet tons of nickel ore resources and establishing four nickel raw material industrial bases in Indonesia [1] Group 2 - InnoCare Pharma (03696) rose over 6%, reaching a new high of 62.9 HKD, after receiving FDA approval for its oral NLRP3 inhibitor ISM8969 for Parkinson's disease treatment [2] - Solar stocks surged, with Kaisa New Energy (01108) up 17.85% and other companies like Fuyao Glass (06865) and Xinyi Solar (00968) also showing significant gains, driven by a report indicating a new phase in commercial space deployment [2] - Jiangnan Buyi (03306) fell nearly 7% after announcing a placement of 14.535 million shares at a discount to the market price [2] Group 3 - Lithium stocks rose, with Ganfeng Lithium (01772) up 5.22% and Tianqi Lithium (09696) up 2.88%, following a report of a significant increase in lithium carbonate contract prices [3] - Rongchang Bio (09995) increased nearly 2% after UBS expressed a positive outlook on its collaboration with AbbVie, which includes substantial milestone payments [4] - DCH Holdings (00179) fell nearly 7% as it reported a slight decline in revenue for the nine months ending December 31, 2025 [4] Group 4 - Gold stocks rebounded, with Chifeng Jilong Gold Mining (06693) up 6.99% and others also showing gains, as spot gold prices reached a new high of over $4,960 per ounce [4] - Bitgo Holdings (BTGO.US) debuted on the US stock market, rising 2.72% as a leading cryptocurrency custody provider [5] - Rare earth stocks surged, with USA Rare Earth (USAR.US) up 17.49% after announcing partnerships to advance its Round Top project [5] Group 5 - The Nasdaq Golden Dragon China Index opened up 1.6%, with major Chinese stocks like Li Auto (LI.US) and Alibaba (BABA.US) showing gains, supported by comments from the People's Bank of China regarding potential monetary easing [6] - Abbott (ABT.US) fell 10.04% after reporting lower-than-expected sales for Q4 2025, despite a year-over-year increase in adjusted EPS [7] - Alibaba (BABA.US) rose 5.05% as it plans to list its semiconductor division, benefiting from investor interest in competing with Nvidia [7]

Core Insights - The global medical device market is projected to grow at a rate of approximately 6% annually, with a shift towards high-growth segments as multinational corporations divest slower-growing businesses [1] - Ten high-growth product segments have been identified, each with a market growth rate exceeding 15%, driven by innovative products that significantly outperform their peers [1] Group 1: Pulsed Field Ablation (PFA) - PFA has achieved over 20% penetration in the U.S. electrophysiology market within two years, with a market size exceeding $2 billion, making it one of the fastest-growing segments historically [2][4] - Major players like Boston Scientific and Medtronic are heavily investing in PFA commercialization, with Medtronic's PFA revenue expected to reach $1 billion in FY2025 and increase by another $1 billion in FY2026 [4] - The PFA market is projected to exceed $13 billion with an annual growth rate of over 25%, with penetration expected to reach 80% by 2028 [5] Group 2: Single-Use Endoscopes - Single-use endoscopes have rapidly gained market share due to their ability to eliminate cross-infection risks associated with reusable endoscopes and significantly reduce hospital costs [6][8] - Ambu, a leader in the single-use endoscope market, reported over 25% revenue growth in urology, ENT, and gastrointestinal departments, with expectations of maintaining a compound growth rate exceeding 20% [8][9] - The global single-use endoscope market is expected to continue growing rapidly, driven by aging populations and increasing demand for safe, efficient, and cost-effective solutions [9] Group 3: Laparoscopic Surgical Robots - The laparoscopic surgical robot market has surpassed $10 billion, with an annual growth rate exceeding 20%, despite a penetration rate of less than 15% in global minimally invasive surgeries [10][12] - The Da Vinci surgical system, a market leader, has seen significant revenue growth, with a projected revenue of over $10 billion in 2025, reflecting a 21% year-on-year increase [13] - The domestic laparoscopic surgical robot market is also experiencing growth, with sales of 119 units in the first 11 months of 2025 and expectations for further expansion as regulatory barriers ease [13] Group 4: Continuous Glucose Monitoring (CGM) - CGM technology addresses chronic disease management challenges, providing continuous glucose monitoring for diabetes patients, with significant market growth driven by U.S. Medicare coverage [14][17] - Abbott's CGM sales are expected to exceed $8 billion in 2025, with a year-on-year growth rate of approximately 23%, while Dexcom anticipates revenues of $4.63 to $4.65 billion [17] - The domestic CGM market is entering an accelerated penetration phase, driven by local companies leveraging supply chain advantages and cost reductions [18] Group 5: Mechanical Thrombectomy - Mechanical thrombectomy is gaining attention with significant acquisitions, such as Inari Medical's $4.9 billion acquisition by Stryker, highlighting the long-term value of this segment [19][21] - Inari Medical reported a 52.3% year-on-year revenue growth in Q2 2025, while Penumbra is expected to achieve a revenue growth of 21.4% to 22.0% in Q4 2025 [21][22] - The domestic market for mechanical thrombectomy is also growing rapidly, with over 20% growth driven by a large patient base and technological advancements [22] Group 6: Transcatheter Mitral and Tricuspid Valve Therapies (TMTT) - TMTT is rapidly becoming a key growth area in cardiovascular treatment, with Abbott and Edwards Lifesciences reporting significant revenue increases in this segment [23][24] - The domestic market is expanding, with an increase in regulatory approvals for TMTT products, indicating a growing demand [24] Group 7: Bronchoscopic Surgical Robots - The bronchoscopic surgical robot market is entering a phase of large-scale commercialization, with significant advancements in technology improving diagnostic accuracy and treatment outcomes [25][27] - Major platforms have received FDA approval, with Ion platform installations reaching 905 units and a surgical volume increase of over 50% in 2025 [27][28] Group 8: Poly-L-Lactic Acid Microbeads (PLLA) - PLLA is experiencing rapid growth in the medical aesthetics market, driven by consumer preferences for natural and long-lasting anti-aging solutions [29][30] - The market is characterized by a competitive landscape where international brands lead, but domestic companies are quickly gaining market share through cost advantages [30] Group 9: Non-invasive Ventilators - The non-invasive ventilator market is witnessing strong growth, particularly in the U.S., driven by increased consumer health awareness and market restructuring [31][33] - Companies like ResMed and Yuyue Medical are reporting significant revenue growth, with ResMed's overseas revenue increasing by 52.96% [33] Group 10: Shockwave Intravascular Lithotripsy (IVL) - IVL has achieved over $1 billion in market size, addressing calcification issues in coronary interventions, with a penetration rate of approximately 10% in the U.S. [34][36] - The market is expected to expand further as more products are introduced, capitalizing on the significant clinical need for effective treatment options [36]

Photographer: Jamie Kelter Davis/Bloomberg Abbott Laboratories said first-quarter profit will be lower than Wall Street expected after the company was forced to offer discounts on nutrition products to lure price-conscious customers, sending shares plunging. The company forecast first-quarter adjusted earnings per share to reach $1.12 to $1.18, compared to the average Wall Street estimate of $1.19 a share. Analysts’ expectations were already low, as they anticipated the company to issue more conservative ...

Core Viewpoint - Abbott Laboratories' shares fell over 9% intra-day following fourth-quarter earnings that met expectations but missed revenue targets, along with weaker guidance for the first quarter [1] Financial Performance - Adjusted earnings per share for the quarter were $1.50, aligning with analyst estimates [2] - Revenue totaled $11.46 billion, below the consensus forecast of $11.8 billion, with total sales increasing by 4.4% on a reported basis and 3.0% organically [2] - Organic growth, excluding COVID-19 testing-related sales, was 3.8% compared to the prior-year quarter [2] Segment Performance - The Medical Devices segment showed strong results, with revenue increasing by 12.3% to $5.68 billion [3] - Diabetes Care sales, including continuous glucose monitoring products, rose by 14.5% to $2.13 billion [3] - Nutrition revenue declined by 8.9% to $1.94 billion due to lower volumes and strategic pricing actions [3] - Diagnostics revenue fell by 2.5% to $2.46 billion, attributed to reduced demand for COVID-19 testing [3] Future Guidance - For the first quarter of 2026, Abbott projected adjusted earnings per share of $1.12 to $1.18, below the analyst consensus of $1.20 [2] - For the full year 2026, Abbott forecasted organic sales growth of 6.5% to 7.5% and adjusted earnings per share of $5.55 to $5.80, exceeding the analyst consensus of $5.17 and representing approximately 10% growth at the midpoint [4]

The medical-products maker's shares tumbled after its quarterly profit and sales underwhelmed investors. ...

Ahead of today’s opening bell, Thursday morning Weekly Jobless Claims are out, and they continue to portray a labor market cruising along at a healthy low rate of unemployment claims. Initial Jobless Claims came in at an even +200K, 8K below expectations and a tick up from the slightly upwardly revised +199K the previous week. Our trailing four-week average on new jobless claims is now +202K, -15K lower per week than the previous four weeks.Continuing Claims, reported a week in arrears from new claims, reac ...

U.S. stocks traded higher midway through trading, with the Nasdaq Composite gaining more than 200 points on Thursday.The Dow traded up 0.78% to 49,462.35 while the NASDAQ gained 0.94% to 23,443.19. The S&P 500 also rose, gaining, 0.63% to 6,918.78.Check This Out: How To Earn $500 A Month From Goldman Sachs Stock Ahead Of Q4 EarningsLeading and Lagging SectorsCommunication services shares gained by 1.3% on Thursday.In trading on Wednesday, utilities stocks dipped by 0.5%.Top HeadlineAbbott Laboratories (NYSE ...

Labor Market - Initial Jobless Claims came in at +200K, which is 8K below expectations and a slight increase from the previous week's revised figure of +199K [1] - The four-week average of new jobless claims is now +202K, which is -15K lower than the previous four weeks [1] Continuing Claims - Continuing Claims reached 1.85 million, down from 1.884 million reported a week ago, marking the second-lowest tally since the previous high of 1.9+ million claims [2] Economic Growth - Q3 GDP was revised up by 10 basis points to +4.4%, the highest single quarter since +4.7% in Q3 of 2023, driven by increases in exports, investments, and inventories [3] Earnings Reports - GE Aerospace reported Q4 earnings of $1.57 per share, beating estimates of $1.44, with revenues of $11.87 billion, a +5.38% surprise, but shares are down -3% due to slowing revenue growth [4] - Procter & Gamble's fiscal Q2 earnings were $1.88, slightly above estimates, while revenues were $22.21 billion, falling short by -0.36% [5] - Abbott Labs met earnings estimates at $1.50 per share but fell short of revenue projections at $11.46 billion, leading to a -7.2% drop in shares [6] - Freeport-McMoRan reported earnings of 47 cents per share, exceeding the estimated 28 cents, with revenues of $5.63 billion, surpassing expectations of $5.18 billion [7] Upcoming Earnings - Major companies such as Intel, Intuitive Surgical, and Capital One are set to release earnings after today's close, all currently holding Zacks Rank 3 (Hold) ratings [8]

Core Insights - Abbott Laboratories reported fourth-quarter 2025 adjusted EPS of $1.50, aligning with estimates and showing an 11.9% increase from the previous year [1] - Full-year 2025 adjusted EPS was $5.15, reflecting a 10.3% year-over-year growth [1] - The company’s fourth-quarter revenues were $11.46 billion, a 4.4% increase year-over-year, but missed estimates by 2.8% [2] Financial Performance - The GAAP EPS for Q4 was $1.01, down from $5.27 in Q4 2024 [1] - Full-year 2025 worldwide sales reached $44.33 billion, up 5.7% year-over-year, but also missed estimates by 0.6% [2] - Gross profit for Q4 increased by 8.4% to $6.54 billion, with a gross margin expansion of 208 basis points to 57% [9] Segment Performance - Established Pharmaceuticals segment sales rose 9% to $1.38 billion, with organic sales growth of 7.1% [4] - Medical Devices segment sales increased 12.3% to $5.68 billion, driven by strong growth in Electrophysiology, Heart Failure, and Diabetes Care [5] - Nutrition sales declined 8.9% to $1.94 billion, with Pediatric Nutrition down 10.1% and Adult Nutrition down 8.2% [6][7] Future Guidance - For 2026, Abbott projects adjusted EPS between $5.55 and $5.80, with organic sales growth expected to be between 6.5% and 7.5% [11] - The first quarter of 2026 EPS is projected to be between $1.12 and $1.18 [11] Market Reaction - Following the earnings announcement, Abbott's stock fell 5.4% in pre-market trading [3] - The decline in Nutrition sales is attributed to lower sales volumes and strategic pricing actions [12]