EMERGING TECH RESEARCH Healthtech Public Comp Sheet and Valuation Guide Q4 2025 Institutional Research Group Brian Wright Lead Research Analyst, Healthcare brian.wright@pitchbook.com pbinstitutionalresearch@pitchbook.com Published on February 2, 2026 | Contents | | | --- | --- | | Key takeaways | 2 | | Stock returns | 4 | | Revenue | 5 | | EBITDA | 7 | PitchBook clients can access the full Excel data pack for this report via the Research Center on the PitchBook Platform. Disclaimer: Any -0 values are negati ...

CLEARWATER, Fla., Feb. 23, 2026 (GLOBE NEWSWIRE) -- via IBN -- MedWell Ai, Inc, (OTCQB:MWAI) ("Company") is a portfolio company, specializing in AI-driven solutions for B2B markets in pharmaceuticals, healthcare, and wellness, is pleased to confirm the filing, after the market close, of its Quarterly Report (Form 10-Q), for the financial period, ending on December 31, 2025. The Company reported $548,315 in Revenue for its fiscal second quarter of 2025. This performance was result of a successful strategic s ...

Core Insights - Hims & Hers Health, Inc. (HIMS) has faced significant short-term losses, with its stock down 55.8% over the past three months, compared to a 31.4% decline in the industry and gains of 0.4% and 2% in the sector and S&P 500, respectively [1][10]. Financial Performance - The company reported strong top-line growth in Q3 2025, driven by subscriber growth and increased average monthly online revenue per subscriber, but experienced disappointing bottom-line results with declining margins [3][15]. - HIMS expects Q4 2025 revenues between $605 million and $625 million, reflecting a year-over-year increase of 26%-30%, and full-year revenues between $2.335 billion and $2.355 billion, representing growth of 58%-59% from 2024 [9]. - The Zacks Consensus Estimate for Q4 2025 revenues is $620.4 million, with earnings per share estimated at 4 cents [9]. Regulatory and Legal Challenges - HIMS faces heightened regulatory scrutiny from the FDA regarding compounded GLP-1 drugs, which could impact its operations in the weight-loss sector [12]. - A lawsuit from Novo Nordisk alleges patent infringement related to HIMS' compounded semaglutide products, introducing potential financial liabilities and uncertainty [13]. - The company’s reliance on complex compounding regulations increases compliance risks, particularly in its growth categories [14]. Competitive Landscape - HIMS operates in a highly competitive market, facing challenges from traditional healthcare providers and other telehealth platforms, which could pressure pricing and customer acquisition [16]. - Despite strong revenue growth, profitability trends have softened, with gross margins declining due to cost pressures [15]. Strategic Developments - HIMS launched Galleri, a multi-cancer early detection blood test, in collaboration with GRAIL, enhancing access to proactive care [2]. - The company is expanding its addressable market by introducing new specialties, including low testosterone treatments and menopause care, which could deepen engagement with subscribers [17][24]. - HIMS is shifting towards proactive health insights through comprehensive lab testing, which may enhance cross-selling opportunities and strengthen its subscription model [18]. Valuation Metrics - HIMS' forward 12-month price-to-sales (P/S) ratio is 1.4X, lower than the industry average of 3.6X and its three-year median of 2.6X [19]. - Comparatively, Teladoc Health and Tempus AI have forward P/S ratios of 0.3X and 6.2X, respectively [21]. Estimate Movements - Estimates for HIMS' 2026 earnings per share have decreased by 6.8% to 55 cents in the past 60 days [22].

Core Insights - Labcorp has appointed Dr. John H. Sampson to its Board of Directors, effective February 9, 2026, bringing extensive experience in clinical care, biomedical research, and health system leadership [1][2] Group 1: Appointment Details - Dr. Sampson is currently the vice chancellor for health affairs and dean at the University of Colorado Anschutz School of Medicine, recognized for his expertise in oncology, neuroscience, women's health, and personalized medicine [1][2] - He has previously held senior leadership roles at Duke University Health System, where he was senior vice president and led the Duke Health Integrated Practice [2] Group 2: Strategic Impact - Dr. Sampson's expertise is expected to advance Labcorp's strategy in diagnostics and drug development, enhancing the value delivered to customers [2] - He has authored nearly 300 peer-reviewed publications focused on advancing new therapies for neurologic diseases, which aligns with Labcorp's mission [2] Group 3: Company Overview - Labcorp is a global leader in laboratory services, providing insights and advancing science to improve health, with nearly 70,000 employees serving clients in approximately 100 countries [4] - The company supports over 75% of new drugs and therapeutic products approved by the FDA in 2024 and performs more than 700 million tests annually [4]

I think there is a legitimate fear that you don't want to be alone in your health care journey entirely. I think a big concern people have is empathy, judgment. Where is the human in the future of care.I think framing the question of will it be an eye or doctor is just the false dichotomy. It will obviously be both. If there was one thing that you wish people knew or understood about AI and health care, what would it be.AI is transforming health care and these changes are already in play. It's helping to pr ...

Core Insights - Eagle Pharmaceuticals has divested the marketing authorization for Barhemsys (amisulpride) in the U.S. to LXO Group, Paris, France, as part of its strategy to streamline its acute care business and maximize shareholder value [1][3] Company Overview - Eagle Pharmaceuticals is a fully integrated pharmaceutical company with expertise in research and development, clinical, manufacturing, and commercial operations. The company focuses on developing innovative medicines that improve patients' lives [5] Product Information - Barhemsys is the only FDA-approved treatment for Postoperative Nausea and Vomiting (PONV), launched in the U.S. in November 2020, addressing a significant need in post-surgical care [2] - The treatment can be used alone or in combination with another antiemetic for patients with or without prior prophylaxis [2] Strategic Implications - The divestiture is expected to enhance Eagle's commercial capabilities and create synergies with LXO Group's existing U.S. portfolio, as both companies will utilize the same distribution channel [4] - Cash generated from the divestiture will be allocated to Eagle's ongoing business operations [4]

"I think regulators are coming around."Sabeen Mekan, M.D., Senior Vice President of Clinical Development at Zymeworks, spoke about the current state of regulation around medical trials when considering personalized medicine at the #ForbesHealth Summit. https://t.co/J5zmYAGP1E ...

Core Viewpoint - Interpace Biosciences has successfully repaid its outstanding term loan facility with BroadOak Capital Partners ahead of schedule, enhancing its financial position and operational flexibility for future growth [1][2][3]. Financial Performance - The early repayment of the loan eliminates related interest expenses, which is expected to provide increased operational flexibility for the company [2]. - The repayment is described as a significant milestone, reflecting the company's robust financial performance and disciplined capital management [3]. Strategic Partnerships - BroadOak Capital Partners has been a valuable partner in supporting Interpace's strategic turnaround and transition to profitability [3]. Business Focus - With the debt retired, the company aims to focus its resources on driving commercial growth, particularly in delivering record testing volumes and revenue for its thyroid tests [3]. Company Overview - Interpace Biosciences is positioned as an emerging leader in personalized medicine, offering specialized services from early diagnosis to targeted therapeutic applications [4]. - The company provides clinically useful molecular diagnostic tests and bioinformatics services for cancer risk evaluation, leveraging advanced technology for improved patient management [5].

Core Insights - Interpace Biosciences has fully repaid its outstanding term loan facility with BroadOak Capital Partners ahead of the maturity date, enhancing its financial position and operational flexibility [1][2][3] Financial Performance - The early repayment of the loan eliminates related interest expenses, which is expected to support future growth [2] - The Chief Financial Officer highlighted that this repayment is a significant milestone, reflecting the company's robust financial performance and disciplined capital management [3] Strategic Positioning - With the debt retired, the company aims to strengthen its balance sheet and focus on driving commercial growth, particularly in its thyroid testing services [3] - Interpace has been experiencing record testing volumes and revenue for its thyroid tests, indicating a positive trend in its operational performance [3] Company Overview - Interpace Biosciences is positioned as an emerging leader in personalized medicine, offering specialized services from early diagnosis to targeted therapeutic applications [4] - The company provides clinically useful molecular diagnostic tests through Interpace Diagnostics, leveraging advanced technology for cancer risk evaluation [5]

Core Insights - Apis Capital Advisors has initiated a new position in Celcuity Inc., acquiring 776,000 shares valued at $38.33 million as of September 30, representing 8.5% of the fund's total U.S. equity assets of $452.7 million [2][7] - Celcuity's stock has surged 669% over the past year, significantly outperforming the S&P 500's 13% gain during the same period [3] - The company specializes in precision oncology solutions, focusing on personalized treatment for advanced or metastatic breast and ovarian cancer [5] Company Overview - Celcuity Inc. has a market capitalization of $4.6 billion and a share price of $100.35 as of the latest market close [4] - The company reported no revenue and a net income loss of $162.7 million for the trailing twelve months [4] - Celcuity's lead candidate, Gedatolisib, and the CELsignia diagnostic platform are central to its strategy of targeting abnormal cellular signaling in cancer [5] Recent Developments - Following positive phase 3 results for Gedatolisib, Celcuity submitted a new drug application to the FDA on November 17 [8] - The company's momentum is attributed to rapid clinical and platform progress, aiming to address complex cancer treatment challenges [8] - Investors view Celcuity as one of the most promising stories in precision oncology for the year, reflecting growing confidence in its scientific approach [6]