BURLINGTON, N.C., Feb. 9, 2026 /PRNewswire/ -- Labcorp (NYSE: LH), a global leader of innovative and comprehensive laboratory services, today announced the appointment of John H. Sampson, M.D., Ph.D., MHSc, MBA, to its Board of Directors, effective February 9, 2026. Continue Reading Dr. John H. Sampson Dr. Sampson serves as vice chancellor for health affairs and dean of the University of Colorado Anschutz School of Medicine at the CU Anschutz medical campus. As a nationally recognized neu ...

Core Viewpoint - Labcorp Holdings Inc. will release its financial results for Q4 2025 on February 17, 2026, before market opening, followed by a conference call at 9 a.m. ET to discuss the results [1]. Group 1: Financial Results Announcement - The financial results for Q4 2025 will be released before the market opens on February 17, 2026 [1]. - A conference call and webcast will take place at 9 a.m. ET on the same day to discuss the financial results [1]. Group 2: Webcast and Participation - The conference call will be available via live webcast on the Labcorp Investor Relations website, with participants encouraged to join 10 minutes early [2]. - A replay of the webcast will be accessible approximately two hours after the live event and will remain available until February 4, 2027 [3]. Group 3: Company Overview - Labcorp is a global leader in laboratory services, aiding healthcare professionals and researchers in decision-making [4]. - The company employs nearly 70,000 individuals and operates in approximately 100 countries, supporting over 75% of new drugs approved by the FDA in 2024 [4]. - Labcorp conducts more than 700 million tests annually for patients worldwide [4].

Core Insights - 2025 was a significant year for LabCorp, focusing on four core therapeutic areas: oncology, women's health, autoimmune, and neurology [2] - The company launched over 100 tests in 2025, with the majority targeting the identified therapeutic areas, which are expected to grow 2 to 3 times faster than the overall diagnostic market [2] Strategic Focus - LabCorp's strategic focus on specific therapeutic areas is aimed at capitalizing on growth opportunities within the diagnostic market [2] - The anticipated growth rate of 2 to 3 times faster than the rest of the market indicates a strong potential for revenue increase in these segments [2]

Labcorp FY Conference Summary Company Overview - **Company**: Labcorp (NYSE: LH) - **Date of Conference**: January 13, 2026 Key Industry Insights - **Core Therapeutic Areas**: Labcorp is focusing on four core therapeutic areas: oncology, women's health, autoimmune, and neurology, which are expected to grow two to three times faster than the overall diagnostic market [5][6] - **M&A Activity**: In 2025, Labcorp announced 13 new or closed deals, enhancing growth opportunities [5] - **AI Integration**: Significant advancements in artificial intelligence and automation in laboratories, particularly in cytology and microbiology, were highlighted [6][32] Financial Performance - **2025 Performance**: Labcorp reported solid core fundamentals and improved organic growth, with a target of 4.5% organic revenue growth for the full year [13] - **Integration Success**: The integration of Invitae was noted as a remarkable achievement, turning a struggling company into an accretive business by Q3 2025 [7][10] - **Volume Impact from ACA Changes**: An estimated 30 basis points of volume impact on the diagnostic business in 2026 due to ACA subsidy expirations was discussed [20] Growth Drivers - **Increased Testing Utilization**: The aging population and a rise in chronic illnesses are driving increased testing utilization, which is expected to remain higher than pre-COVID levels [14][15] - **Specialty Testing Growth**: Labcorp anticipates growth in specialty testing, particularly in oncology, neurology, and autoimmune diseases, which are expected to drive higher test volumes [22][23] - **Managed Care Relationships**: Strong relationships with managed care organizations are expected to facilitate better pricing negotiations and increased volume [49] Challenges and Risks - **PAMA Legislation**: The potential impact of PAMA on pricing and diagnostics was discussed, with a cautious optimism regarding delays in its implementation [54][58] - **Biopharma Lab Services**: The early development segment is facing challenges due to funding and interest rates, leading to a focus on profitability and divestiture of non-core areas [64][65] Future Outlook - **Capital Deployment Strategy**: Labcorp plans to continue investing in capital expenditures, focusing on technology and infrastructure improvements [43][44] - **Tailwinds for 2026**: Anticipated strong underlying utilization trends, specialty testing growth, and M&A activities are expected to drive growth in 2026 [74] - **AI and Automation**: Continued focus on AI and automation is expected to enhance operational efficiency and reduce costs [73] Additional Insights - **Consumer Health Trends**: Increased consumer focus on health and wellness is seen as an opportunity for Labcorp's OnDemand services, which offer a variety of tests [51][52] - **Companion Diagnostics**: The importance of companion diagnostics in personalized medicine is emphasized as a way to reduce healthcare costs and improve patient outcomes [30][31] This summary encapsulates the key points discussed during the Labcorp FY conference, highlighting the company's strategic focus, financial performance, growth drivers, challenges, and future outlook.

Company Overview - Fortrea Holdings is a leading global contract research organization focused on advancing clinical development and providing innovative solutions to accelerate the transition from molecule to medicine [1] - The company was established in 2023 after spinning out from Labcorp, with its roots tracing back to Covance, which was acquired by Labcorp in 2015 [2] Leadership Presentation - The presentation at the 44th JPMorgan Healthcare Conference was led by CEO Anshul Thakral, with CFO Jill McConnell assisting during the Q&A session [1] - The conference serves as a platform for the company to engage with stakeholders and kickstart the year positively [2]

Summary of Fortrea Holdings Conference Call Company Overview - **Company Name**: Fortrea Holdings - **Industry**: Contract Research Organization (CRO) - **Background**: Fortrea was spun out from Labcorp in 2023, with roots tracing back to Covance, which Labcorp acquired in 2015. The company focuses on advancing clinical development and providing innovative solutions for drug development [2][3]. Core Points and Arguments - **Value Proposition**: Fortrea positions itself as a pure-play global CRO with decades of experience, capable of serving a diverse client base, from large pharmaceutical companies to small biotech firms [4][5]. - **Market Environment**: The overall market for pharmaceutical R&D investments is cautiously optimistic, with expected growth rates of approximately 3%-4% in the near term, driven by big pharma's renewed focus on R&D and improvements in biotech funding [6][24][26]. - **Service Offerings**: Fortrea provides a comprehensive suite of services across the clinical trial continuum, including clinical operations, data management, biostatistics, and consulting services, with expertise in over 20 therapeutic areas [8][12]. - **Technological Integration**: The company is modernizing study delivery by leveraging AI and machine learning to enhance productivity and quality in clinical trials [5][14]. - **Client Relationships**: Fortrea emphasizes building strong, long-term relationships with clients, which is reflected in its balanced client base of approximately 50% large pharma and 50% biotech [13][39]. Important but Overlooked Content - **Operational Focus**: The management team is concentrating on three pillars of excellence: commercial, operational, and financial, to drive sustained revenue growth and margin expansion [15][17]. - **Cost Management**: Fortrea aims to achieve approximately $150 million in gross cost savings, with a focus on right-sizing the organization while also driving revenue growth [32][33]. - **Market Trends**: There is a shift towards hybrid outsourcing models, particularly among mid-sized biotech companies, which Fortrea is well-positioned to accommodate [28]. - **Pricing Discipline**: The CRO market is competitive, and while pricing plays a significant role in FSP (Functional Service Provider) contracts, Fortrea maintains a focus on quality and team performance over price alone [34][35]. - **Capital Allocation**: Post-spin, Fortrea is focused on improving its debt position and making targeted organic investments to enhance productivity and relevance in the market [36][38]. Conclusion - **Key Message**: Fortrea has successfully transitioned out of its spin-off phase, is focused on execution and customer satisfaction, and is optimistic about returning to sustainable growth as market conditions improve [39].

Core Insights - Labcorp has expanded its molecular residual disease (MRD) portfolio to enhance early detection of cancer recurrence, introducing Labcorp Plasma Detect ID and Labcorp Plasma Detect Genome tests for specific cancer stages [1][7]. Group 1: MRD Testing and Cancer Recurrence - Cancer recurrence rates are significant, with approximately 35% of stage III colon cancer patients and 10% to 40% of stage I-III breast cancer patients experiencing recurrence post-treatment [2]. - MRD testing detects circulating tumor DNA (ctDNA) in the bloodstream, allowing for earlier detection of recurrence, potentially months before traditional imaging methods [3][8]. - The Labcorp Plasma Detect tests can detect ctDNA down to a limit of detection (LOD95) of 0.005%, enabling oncologists to tailor surveillance strategies for patients [3]. Group 2: Clinical Utility and Research - Labcorp's expanded portfolio supports personalized and proactive cancer care, providing clinicians with advanced tools for tracking molecular residual disease [4]. - Ongoing and completed clinical studies demonstrate the utility of Labcorp Plasma Detect in monitoring disease progression and predicting long-term outcomes [4]. - Recent peer-reviewed publications have highlighted the effectiveness of Labcorp Plasma Detect in patients with diffuse pleural mesothelioma and head and neck cancer, reinforcing the importance of MRD testing in personalized cancer care [4]. Group 3: Comprehensive Oncology Solutions - Labcorp's offerings span the entire cancer care continuum, from screening and diagnosis to therapy selection and monitoring [5]. - The company collaborates with oncologists, health systems, and biopharma companies to drive precision medicine and improve patient outcomes globally [5]. - Labcorp performs over 700 million tests annually and has supported more than 75% of new drugs approved by the FDA in 2024 [6].

Core Viewpoint - Investors in Labcorp Holdings Inc. should closely monitor stock movements due to significant implied volatility in the options market, particularly for the Feb 20, 2026 $135 Call option [1] Group 1: Implied Volatility - Implied volatility indicates the market's expectations for future price movements, with high levels suggesting potential significant price changes or upcoming events that could impact the stock [2] - The current high implied volatility for Labcorp Holdings may signal a developing trading opportunity, as options traders often seek to sell premium on such options to capture decay [4] Group 2: Analyst Sentiment - Labcorp Holdings is currently rated as Zacks Rank 3 (Hold) within the Medical Services industry, which is positioned in the bottom 39% of the Zacks Industry Rank [3] - Over the past 60 days, no analysts have raised their earnings estimates for Labcorp Holdings for the current quarter, while six analysts have lowered their estimates, resulting in a decrease in the Zacks Consensus Estimate from $4.03 to $3.95 per share [3]

Core Insights - Cofactor Genomics has received strategic investments from Labcorp and Ascension Ventures to enhance its operations and expand its market presence [1] Company Summary - Cofactor Genomics is a commercial-stage diagnostics company focused on transforming precision oncology through RNA-based predictive tests [1] - The new financing aims to accelerate Cofactor's nationwide expansion and increase patient access to its immunotherapy-response diagnostics [1] Industry Context - Ascension Ventures is the strategic investment arm of 13 leading U.S. health systems across 22 states, representing over $100 billion in assets [1]

Core Insights - Labcorp Holdings Inc. is expanding its business in specialty testing areas, including oncology, women's health, autoimmune disease, and neurology, while strengthening its market presence through strategic relationships with health systems and laboratories [1][8] - The company has shown solid financial stability, with a market capitalization of $22.28 billion and an earnings yield of 6.1%, outperforming the industry average of 3.4% [2] - Despite a 16.8% stock rally over the past year, macroeconomic challenges and currency impacts pose risks to Labcorp's operations [2][10] Business Expansion - Labcorp is enhancing its oncology and genetic testing portfolio, including the launch of OmniSeq INSIGHT for ovarian tumors and the CE marking of PGDx elio tissue complete [3] - The company has expanded access to Invitae genetic tests and introduced new Alzheimer's tests, maintaining strong momentum in its Labcorp OnDemand channel [4] - Strategic acquisitions and partnerships have driven growth, with $268 million invested in the third quarter of 2025, contributing 2.2% to top-line growth [5][6] Financial Performance - As of the end of the third quarter of 2025, Labcorp reported cash and cash equivalents of $598.1 million, with long-term debt at $5.08 billion [9] - The company returned capital to shareholders through dividends of $59.9 million and stock buybacks of $25 million during the quarter [9] Market Challenges - Labcorp faces macroeconomic risks, including reduced demand for diagnostic testing due to global economic volatility and inflation, which affects profitability [10] - The company's significant exposure to international markets makes it vulnerable to currency fluctuations, particularly with the strengthening U.S. dollar [11] Earnings Estimates - The Zacks Consensus Estimate for Labcorp's 2025 earnings has increased to $16.33, with revenues projected at $13.99 billion, indicating a 7.6% improvement from 2024 [12]