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10 Best Non-US Stocks to Buy According to Hedge Funds
Insider Monkey· 2025-12-18 13:49
Core Insights - The article discusses the positive outlook for international stocks in 2026, highlighting robust earnings, economic growth, and attractive valuations compared to the S&P 500 [2] - It emphasizes the potential for diversification away from the tech-heavy S&P 500, suggesting that international stocks are an appealing alternative for investors [2] Economic Context - Several international economies are expected to implement significant fiscal stimulus, which is anticipated to enhance stock market performance [3] - Germany's fiscal spending is projected to increase, with a focus on a €500 billion infrastructure fund and raising defense spending to 3.5% of GDP by 2029 [3] - Japan has announced its largest stimulus package since the pandemic, totaling ¥21.3 trillion (approximately $136 billion), aimed at inflation relief for key industries such as AI, semiconductors, and shipbuilding [4] Investment Methodology - The list of the 10 Best Non-US Stocks to Buy According to Hedge Funds was curated using the Finviz stock screener, WSJ, and Insider Monkey's Q3 2025 database [6] - Stocks were ranked based on the number of hedge fund holders, with market capitalization data sourced from the Wall Street Journal [6] Stock Highlights - **Shell plc (NYSE:SHEL)**: - Market Capitalization: $204.91 billion - Number of Hedge Fund Holders: 48 - Announced a final investment decision on its waterflood project at Kaikias field, expected to increase recoverable resource volumes by approximately 60 million metric barrels of oil equivalent [8][10] - Wall Street maintains a bullish outlook, with a Buy rating and a price target of £2,686.5 from Goldman Sachs and Barclays [12] - **Novo Nordisk A/S (NYSE:NVO)**: - Market Capitalization: $224.04 billion - Number of Hedge Fund Holders: 50 - Received a positive opinion from the European Medicines Agency for a higher dosage of Wegovy, showing improved weight loss results of around 20.7% at 72 weeks [14][15] - The stock has a cautious outlook from Wall Street, with a Hold rating and a price target increase from $47 to $54 by HSBC [17]
X @The Economist
The Economist· 2025-12-18 13:40
Novo Nordisk has halted the development of any drug not tied to diabetes or obesity. That narrower focus is meant to clear the way for two new launches next year, including an oral version of Wegovy https://t.co/w64rYoowC4 ...
Athira Pharma (NasdaqGS:ATHA) Earnings Call Presentation
2025-12-18 13:30
Lasofoxifene (Metastatic Breast Cancer) - The global metastatic ER+/HER2- breast cancer market is expected to grow from approximately $10.9 billion in 2025 to roughly $15.9 billion by 2029[23] - Lasofoxifene, combined with abemaciclib, demonstrated a potential best-in-class median Progression-Free Survival (PFS) of 13 months in a heavily pre-treated mESR1 population in the Phase 2 ELAINE-2 trial[26, 27, 50] - In the ELAINE-1 Phase 2 study, lasofoxifene delivered a median PFS of 24.2 weeks compared to 16.2 weeks with fulvestrant in ESR1-mutant breast cancer[48] - Approximately 70% of all breast cancers are ER+/HER2- subtype[23, 32] - Lasofoxifene reduced new onset breast cancer by 83% in a large prevention trial[30] - The ELAINE-3 registrational Phase 3 trial is ongoing, with topline results expected in mid-2027 and over 50% enrollment[16, 17, 57, 138, 139] - Assuming approximately 10% market penetration, lasofoxifene has a peak market sale potential of over $1 billion in the US market[81] ATH-1105 (ALS) - Approximately 225,000 people globally are affected by ALS, with roughly 33,000 cases in the US[98] - ATH-1105 is a CNS-penetrant positive modulator of HGF as a potential treatment for ALS[103] - A Phase 2 POC study in ALS is planned to start in the first half of 2026, with topline results expected in 2027[18, 19, 140, 141] Financial - A PIPE financing of up to $236 million, including $90 million upfront, provides cash runway through data readout and into 2028[137]
Trump says Americans need to prepare for something the US ‘has never seen.’ How to get ready (and wealthy) in 2026
Yahoo Finance· 2025-12-18 13:13
Investment Announcements - Apple has announced a $600 billion investment in U.S. manufacturing and workforce training [1] - Johnson & Johnson plans to invest $55 billion in U.S. manufacturing, research and development, and new technologies [1] - Hyundai is investing $26 billion in the U.S. to enhance automotive production capacity and localize key components [1] - Toyota has announced plans to invest up to $10 billion in its U.S. operations over the next five years [4] Economic Outlook - Despite criticism of Trump's tariff policies, major companies continue to view the U.S. as a reliable place for investment, indicating strong confidence in the U.S. market [2] - The manufacturing sector has not yet seen a boom, with U.S. manufacturing activity contracting for the ninth consecutive month in November [3] - Trump claims that the return of factories from countries like Germany, Japan, and Canada is driven by companies wanting to avoid tariffs, leading to significant capital investments [3] Industry Trends - The auto industry is highlighted as a key sector experiencing a revival due to tariff policies, with companies returning to the U.S. for production [4][5] - Trump asserts that the U.S. is on the verge of unprecedented economic growth, attributing this to his tariff policy [5]
Revolution Medicines Announces First Patient Randomized in the RASolute 304 Clinical Trial of Daraxonrasib in Resectable Pancreatic Ductal Adenocarcinoma Following Adjuvant Chemotherapy
Globenewswire· 2025-12-18 13:00
REDWOOD CITY, Calif., Dec. 18, 2025 (GLOBE NEWSWIRE) -- Revolution Medicines, a late-stage clinical oncology company developing targeted therapies for patients with RAS-addicted cancers, today announced the first patient has been randomized in the RASolute 304 trial. RASolute 304 is a global, open-label, Phase 3 clinical trial evaluating the safety and efficacy of daraxonrasib, a RAS(ON) multi-selective inhibitor, in patients with resectable pancreatic ductal adenocarcinoma (PDAC) who have received surgery ...
Nutriband Inc. Signs Letter of Intent with Qvanta Group of Companies to Explore Advanced Technology Solutions for Abuse-Deterrent Pharmaceutical Innovation Strategic Exploration
Globenewswire· 2025-12-18 13:00
The LOI Aligns with Federal Priorities on Fentanyl Crisis, Artificial Intelligence, and Quantum TechnologyORLANDO, Fla., Dec. 18, 2025 (GLOBE NEWSWIRE) -- Nutriband Inc. (NASDAQ: NTRB) (NASDAQ: NTRBW) ("Nutriband" or the "Company"), a developer of transdermal pharmaceutical products including abuse-deterrent technologies, today announced the signing of a non-binding Letter of Intent ("LOI") with the Qvanta Group of Companies. The Qvanta Group comprises Qvanta LLC and its subsidiaries, Qvanta Foundry LLC and ...
Knight Therapeutics Announces Health Canada Approval for WYNZORA® to Treat Psoriasis Vulgaris
Globenewswire· 2025-12-18 12:30
MONTREAL, Dec. 18, 2025 (GLOBE NEWSWIRE) -- Knight Therapeutics Inc. (TSX: GUD) ("Knight"), a pan-American (ex-USA) specialty pharmaceutical company, announced today that Health Canada has approved WYNZORA®, a white uniform cream containing 0.05 mg/g of calcipotriol (CAL) and 0.5 mg/g of betamethasone dipropionate (BDP), indicated for the topical treatment of psoriasis vulgaris in adults and adolescents aged 12-17 years for up to 8 weeks.1 Knight obtained the Canadian rights to WYNZORA® through its June 202 ...
Eli Lilly Scores Another Major Win: Time to Buy?
Yahoo Finance· 2025-12-18 12:13
Key Points Eli Lilly's next-gen anti-obesity candidate hit it out of the park in a phase 3 study. This should help solidify the company's lead in this niche of the industry. Even after their strong run, Lilly's shares remain attractive at current levels. 10 stocks we like better than Eli Lilly › Can anyone stop Eli Lilly (NYSE: LLY)? The pharmaceutical leader has established itself as the leader in the fast-growing weight loss market. And although many other drugmakers are hot on its tail, Lilly ...
Better Buy in 2026: Novo Nordisk or Intuitive Surgical?
Yahoo Finance· 2025-12-18 12:05
Key Points Novo Nordisk's new indications for semaglutide and its attractive pipeline could allow it to bounce back. Intuitive Surgical should remain the leader in its niche despite increased competition. Both stocks could be long-term winners, and the choice today might depend on risk tolerance. 10 stocks we like better than Novo Nordisk › Novo Nordisk (NYSE: NVO) and Intuitive Surgical (NASDAQ: ISRG) are both healthcare leaders, but they operate in different corners of this vast sector. The for ...
Nutriband Differentiates Prescription Fentanyl from Illicit Fentanyl in Response to United States Executive Order Designating Fentanyl as a Weapon of Mass Destruction
Globenewswire· 2025-12-18 12:00
Prescription pharmaceutical transdermal fentanyl is a valuable treatment for management of pain in opioid-tolerant patients, severe enough to require daily, around-the-clock, long-term opioid treatment for which alternate treatment options are inadequate. Illicit fentanyl and its core precursor chemicals have been designated as weapons of mass destruction to enable the US government to combat the manufacture and distribution by cartels and foreign networks that have flooded the US with illegal fentanyl. Nut ...