Core Insights - The article highlights the performance and outlook of several stocks, including Microsoft, Novartis, RTX, and Air T, as analyzed by Zacks Equity Research [1][2]. Microsoft - Microsoft's shares have outperformed the Zacks Computer - Software industry over the past year, with a growth of 6.8% compared to the industry's 2.3% [4]. - The company holds a 25% market share in the cloud sector through Azure and integrates AI strategically via OpenAI, generating over $100 billion in annual operating cash flows with margins exceeding 40% [4]. - Fiscal 2026 net sales are expected to grow by 15.1% from fiscal 2025, but the company faces competition from AWS and Google Cloud, regulatory scrutiny, and rising capital expenditures for AI infrastructure [5]. Novartis - Novartis has outperformed the Zacks Large Cap Pharmaceuticals industry over the past year, with a growth of 38.8% compared to 14.9% for the industry [6]. - The company has a diverse portfolio, including drugs like Kisqali and Pluvicto, with projected compound annual growth rates (CAGR) of 37.9% and 43.3% over the next three years [7]. - New drug approvals and label expansions are expected to mitigate the impact of generic competition for key drugs, supported by recent acquisitions and collaborations [8]. RTX - RTX's shares have outperformed the Zacks Aerospace - Defense industry over the past year, with a growth of 54.1% compared to 28.1% for the industry [9]. - The company has a backlog of $251 billion as of September 30, 2025, driven by strong demand for defense products and improving global commercial air traffic [10]. - However, uncertainties from U.S. government import tariffs and ongoing supply-chain challenges pose risks to RTX's performance [11]. Air T - Air T has outperformed the Zacks Transportation - Air Freight and Cargo industry over the past year, with a growth of 0.8% compared to a decline of 8.4% for the industry [12]. - The company shows operational strength with margin expansion in Commercial Aircraft & Engines and stable cash flow from FedEx feeder operations [12]. - Elevated leverage, rising interest costs, and execution risks across segments constrain earnings durability, with liquidity pressured by volatile working-capital needs [13].

Novartis AG (NYSE:NVS) is one of the most profitable NYSE stocks to buy right now. HSBC lifted the price target on Novartis AG (NYSE:NVS) to $112 from $106 on December 10 while maintaining a Reduce rating on the shares. Novartis AG (NVS): Jim Cramer Wonders Whether Its CEO Is Leaving The rating update came as part of the 2026 outlook for the pharma group, with the firm telling investors that it sees the sector as well-positioned to outperform in the coming year. This trend is expected to materialize “eve ...

Core Insights - The article highlights the acceleration of business development (BD) activities in the medical device sector from September to November 2025, with a total of 58 transactions identified across various subfields, including cardiovascular, nuclear medicine, and AI-enabled devices [2][3][4]. Group 1: Mergers and Acquisitions - Mergers and acquisitions have become a prominent form of BD, with companies leveraging capital control and product integration for rapid market positioning [7][8]. - Notable acquisitions include HeartLink's $680 million all-stock acquisition of Micro-Invasive Cardiology, enhancing its structural heart disease and rhythm management capabilities [7]. - Hua'an Zhonghui's acquisition of Bangni Medical marks its entry into the absorbable suture market, indicating a shift in surgical instrument competition towards material innovation [7]. Group 2: Strategic Collaborations - Strategic partnerships have been formed during the China International Import Expo, with companies like Shanghai Pharmaceuticals collaborating with international giants such as Boston Scientific and Medtronic to enhance their supply chain and academic promotion systems [7][8]. - The collaboration between GuoYao Medical and BDI Medical aims to deepen market penetration in the biomedicine and medical device sectors, focusing on compliance and distribution channel construction [13]. Group 3: Cross-Border Cooperation - Cross-border transactions have become more active, with foreign companies establishing local R&D and production systems in China, while domestic firms are exporting their solutions globally [9][10]. - The partnership between Trasis SA and Beijing Pait Biotechnology to establish a joint venture reflects a trend towards localized production and phased integration in the Chinese market [12]. Group 4: Ecosystem Building and Channel Expansion - The integration of supply chains and ecosystem building is a key theme, with companies focusing on collaborative agreements to enhance their market presence [11][15]. - The collaboration between Baxter and Neusoft Medical aims to create a comprehensive surgical solution by integrating their respective technologies [12]. Group 5: AI and Smart Healthcare - AI and data-driven approaches are becoming central to BD collaborations, with companies increasingly focusing on smart healthcare solutions [16][17]. - The partnership between Kefu Medical and Tencent Cloud to develop AI-powered hearing aids exemplifies the trend of integrating technology into healthcare products [21]. Group 6: Research and Diagnostic Synergy - The frequency of research-oriented collaborations is rising, indicating a shift from manufacturing-driven to research-driven industry dynamics [18][19]. - The collaboration between BGI and Infinera to enhance clinical applications of sequencing technology highlights the growing importance of research in driving innovation in the medical device sector [21].

In this article, we will look at the 11 Most Profitable NYSE Stocks to Buy Right Now.On December 12, Adam Parker, Trivariate Research founder and CEO, appeared on CNBC’s ‘Squawk on the Street’ to talk about his view on the ‘buy high and sell low’ mantra. He was of the view that valuation doesn’t work for picking stocks, as we have seen that we cannot buy super cheap stocks.Similarly, one can also not buy stocks that are down from 52 week highs because of underperformance. According to him, buy low, sell hig ...

Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - The global anticoagulant market exceeds $20 billion, primarily driven by stroke prevention in atrial fibrillation patients, with other indications including VTE prevention after knee/hip replacement and prevention of ischemic complications in myocardial infarction [2][5] - FXI/FXIa inhibitors are expected to become safer anticoagulants, as they target the intrinsic pathway of coagulation, potentially reducing bleeding risks while maintaining efficacy [2][21] - Several FXI/FXIa inhibitors are in clinical stages, with promising safety profiles demonstrated in various indications, including Bayer's asundexian achieving key clinical endpoints in secondary stroke prevention [2][26] - FXI small nucleic acid drugs may offer differentiated competitive advantages, with early-stage clinical data showing effective FXI activity suppression and potential for improved patient compliance [2][26] Summary by Sections Anticoagulant Drugs: Applications and Market Size - Anticoagulants are used in various medical scenarios, with a global market size exceeding $20 billion, driven by stroke prevention in atrial fibrillation patients [5][7] - Current anticoagulants include DOACs and low molecular weight heparins, with existing drugs presenting bleeding risks alongside their efficacy [5][21] FXI Inhibitors as Next-Generation Anticoagulants - FXI inhibitors are positioned to challenge standard treatments, with clinical trials indicating superior safety profiles compared to existing DOACs [2][26] - Notably, Bayer's asundexian has shown efficacy in secondary stroke prevention, marking a significant advancement in the field [2][69] Domestic FXI Small Nucleic Acid Drug Development Progress - Domestic companies are advancing in FXI small nucleic acid drug development, with promising early clinical results indicating effective FXI suppression and potential for improved dosing schedules [2][26] Investment Recommendations - FXI/FXIa inhibitors are projected to represent an upgrade and complement to existing anticoagulants, with a potential market space exceeding $10 billion [2][26] - The report suggests focusing on companies like HengRui Medicine, which is leading in domestic FXI monoclonal antibody development [2][26]

Investment Rating - The investment rating for the pharmaceutical and biotechnology industry is "Positive" (maintained) [1] Core Insights - The 2025 National Medical Insurance Negotiation results were announced, with 114 new drugs added to the medical insurance directory, achieving an overall success rate of 88%, the highest in nearly seven years, with a maximum price reduction of 94 [4][19] - The newly added drugs include monoclonal antibodies, bispecific antibodies, ADCs, siRNA, and small molecules, indicating a strong focus on innovative therapies [19][32] - The commercial insurance directory has added 19 innovative drugs, which, while not reimbursed by medical insurance, receive support for innovative drug applications, enhancing patient access and benefiting the innovative drug industry [5][24] Summary by Sections 1. National Medical Insurance Negotiation Results - The 2025 medical insurance directory added 114 new drugs, with a success rate of 88% and a maximum price reduction of 94% [4][13] - The total number of drugs in the national medical insurance directory reached 3,253, including 1,857 Western medicines and 1,396 traditional Chinese medicines [16][17] - The directory reflects a significant increase in the inclusion of innovative drugs, with 50 of the new additions classified as category 1 innovative drugs [19][21] 2. Commercial Insurance Directory - The commercial insurance directory added 19 innovative drugs, highlighting their clinical value and innovation [24][28] - The directory includes treatments for diseases such as Alzheimer's, rare diseases in children, and other critical conditions, showcasing a focus on addressing unmet medical needs [24][28] - The support for innovative drugs in the commercial insurance directory aims to fill gaps in patient coverage and enhance the overall healthcare system [25][28] 3. Market Performance - In the second week of December, the pharmaceutical and biotechnology sector declined by 1.04%, underperforming the CSI 300 index by 0.96 percentage points [6][34] - The medical research outsourcing sector showed the highest increase, up by 3.69%, while offline pharmacy and medical circulation sectors experienced the largest declines [6][36] 4. Recommended Companies - The report continues to favor innovative drugs and their supply chain, recommending companies such as Sanofi, Innovent Biologics, and others for investment [7][32]

Core Points - Novartis has commenced construction on a new manufacturing hub in North Carolina, which will span over 700,000 square feet [1][4] - The project includes new facilities in Morrisville and Durham, along with the expansion of an existing facility, expected to create 700 direct jobs and over 3,000 indirect jobs by 2030 [2][4] - This initiative is part of Novartis' broader $23 billion investment in US infrastructure over the next five years [2][9] Investment and Economic Impact - The new manufacturing hub is anticipated to open between 2027 and 2028, marking a significant investment in the US market [5][6] - The expansion reflects Novartis' commitment to domestic production of key medicines, enhancing the supply chain for US patients [4][7] - The project is expected to bolster the local economy and create high-paying jobs, reinforcing North Carolina's position in the life sciences sector [5][9] Regulatory and R&D Developments - Novartis has achieved five FDA approvals in various therapeutic areas, demonstrating its commitment to innovation [8] - The company plans to establish a $1.1 billion biomedical research hub in San Diego, complementing its existing research facilities [8] - Investments in manufacturing capabilities include new facilities in Florida and Texas, alongside expansions in Indiana and New Jersey [8]

Figure 1 Novartis executives, federal, state and local officials gather for a groundbreaking at the company's flagship manufacturing hub in Durham, North Carolina, Thursday, December 11, 2025 Figure 2 Novartis CEO Vasant (Vas) Narasimhan, MD, pictured with North Carolina Governor Josh Stein at the company's flagship manufacturing hub groundbreaking in Durham, NC, Thursday, December 11, 2025 FDA Commissioner Marty Makary, North Carolina Governor Josh Stein and Novartis leadership highlight importance ...

（文章来源：证券日报） 据了解，IgA肾病作为一种常见的原发性肾小球疾病，在我国青壮年人群中高发，尤其集中于20至30岁 年龄阶段。疾病初期症状隐匿，但病情持续进展风险高。临床研究显示，若未能有效控制，约半数伴有 持续性蛋白尿的IgA肾病患者可能在确诊后的10至20年内发展至肾衰竭，最终不得不依赖终身透析或肾 移植。长期以来，临床治疗选择相对有限，亟需既能有效延缓疾病进展、又具备良好安全性的创新治疗 手段。 此次首发的诺锐达®（盐酸阿曲生坦片）作为中国首个获批用于此适应症的非免疫性疗法，它填补了该 领域非激素类基础治疗的空白。它能够与现有标准治疗联合使用，为临床医生提供了全新的武器，有望 为患者疾病的长期管理增添更多可能性和希望。 未来，京东健康将继续依托其坚实的医药健康服务生态，在肾病等慢性疾病管理领域深耕。通过与诺华 这样的全球领先药企深化合作，京东健康不仅将持续引入如诺锐达®这样的前沿治疗药物，更将聚焦于 为患者提供覆盖全病程的数字化健康管理解决方案，有效提升我国肾病患者乃至更广泛慢病人群的生命 质量。 本报讯 （记者袁传玺）12月12日，诺华公司旗下创新药物诺锐达®（盐酸阿曲生坦片）在京东健康线 上首 ...

本报讯(记者袁传玺)12月12日，诺华公司旗下创新药物诺锐达(盐酸阿曲生坦片)在京东健康线上首发。 该药物是中国首个获批、用于降低有疾病快速进展风险的原发性免疫球蛋白A肾病(IgA肾病)成人患者蛋 白尿的非免疫性疗法，也是国内目前唯一针对此适应症的高选择性内皮素A(ETA)受体拮抗剂。京东健 康将依托"新特药全网首发第一站"的能力优势，凭借其强大的供应链履约能力、专业药师服务，助力创 新药物更快速、更精准、更可及地触达全国患者。 未来，京东健康将继续依托其坚实的医药健康服务生态，在肾病等慢性疾病管理领域深耕。通过与诺华 这样的全球领先药企深化合作，京东健康不仅将持续引入如诺锐达这样的前沿治疗药物，更将聚焦于为 患者提供覆盖全病程的数字化健康管理解决方案，有效提升我国肾病患者乃至更广泛慢病人群的生命质 量。 据了解，IgA肾病作为一种常见的原发性肾小球疾病，在我国青壮年人群中高发，尤其集中于20至30岁 年龄阶段。疾病初期症状隐匿，但病情持续进展风险高。临床研究显示，若未能有效控制，约半数伴有 持续性蛋白尿的IgA肾病患者可能在确诊后的10至20年内发展至肾衰竭，最终不得不依赖终身透析或肾 移植。长期以来，临床 ...