Today’s stock market focus is centered on one single sector: technology stocks. The excitement around artificial intelligence (AI) has led to most attention—and capital–being concentrated in one corner while forgetting others, creating a gap and massive opportunity for rotation into some of these forgotten names that still carry greatly attractive fundamental profiles. This is where the healthcare sector comes into play. Investors can see from any chart search that most companies in this space have fallen t ...

Group 1 - A securities fraud investigation has been initiated into Hims & Hers Health Inc. regarding potential violations of the Securities Exchange Act of 1934, focusing on misleading information about regulatory compliance and business operations [1] - Following the termination of a collaboration with Novo Nordisk on June 23, 2025, Hims & Hers' stock experienced a decline of over 34% [2] - A class action lawsuit has been filed against Hims & Hers, alleging the company failed to disclose risks associated with its compounded drug offerings during the Class Period from April 29, 2025, to June 22, 2025 [2]

Core Insights - Viking Therapeutics reported significant clinical and financial developments in Q2 2025, including the initiation of the Phase 3 VANQUISH program for VK2735, aimed at treating obesity and type 2 diabetes [2][4] - The company ended the quarter with a strong cash position of $808 million, supporting ongoing clinical trials and development programs [5][16] Clinical Pipeline Updates - The VANQUISH Phase 3 program for VK2735 includes two studies targeting approximately 4,500 adults with obesity and 1,100 adults with type 2 diabetes, assessing the efficacy and safety of VK2735 administered weekly for 78 weeks [4][5] - The Phase 2 VENTURE-Oral Dosing study of VK2735's oral formulation completed enrollment with approximately 280 patients, with top-line results expected in the second half of 2025 [6][8] - VK2735 demonstrated statistically significant weight loss of up to 14.7% in previous trials, with a favorable safety profile [3][4] Financial Performance - Research and development expenses for Q2 2025 were $60.2 million, up from $23.8 million in Q2 2024, primarily due to increased clinical study costs [10][11] - General and administrative expenses rose to $14.4 million in Q2 2025 from $10.3 million in Q2 2024, driven by higher stock-based compensation [11] - The net loss for Q2 2025 was $65.6 million, compared to a net loss of $22.3 million in Q2 2024, reflecting increased operational costs [12] Balance Sheet Overview - As of June 30, 2025, Viking held cash, cash equivalents, and short-term investments totaling $808 million, a decrease from $903 million at the end of 2024 [16] - The total liabilities stood at $32.4 million, with stockholders' equity at $795.5 million [25]

Appoints Sooin Kwon as Chief Business Officer and Dan Grossman as Chief Strategy Officer Both executives possess proven track records in strategic execution and deal-making and will help drive long-term value creation at Galapagos Mechelen, Belgium; July 23, 2025, 22.01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) today announced the appointments of Ms. Sooin Kwon as Chief Business Officer (CBO) and Mr. Dan Grossman as Chief Strategy Officer (CStO), effective August 4, 2025, further strengthening the Company ...

New Directors bring deep commercial, operational, and transaction experience to the Board Mechelen, Belgium; July 23, 2025, 22:01 CET; Galapagos NV (Euronext & NASDAQ: GLPG) today announced the appointments by way of co-optation of Dawn Svoronos and Jane Griffiths as Non-Executive Independent Directors to its Board of Directors, effective July 28, 2025. Dawn Svoronos and Jane Griffiths will replace Peter Guenter and Simon Sturge, who will step down from the Board on July 28, 2025. Jérôme Contamine, Chair o ...

Core Insights - CVS Health Corporation is set to report its second-quarter 2025 results on July 31, with adjusted earnings in the last quarter exceeding estimates by 31.58% [1] - The Zacks Consensus Estimate for second-quarter revenues is $93.72 billion, indicating a year-over-year growth of 2.7%, while earnings per share are expected to decline by 19.67% to $1.47 [2][7] Earnings Estimates - Earnings estimates for CVS Health have decreased from $1.58 to $1.47 per share over the past 90 days due to various operational and regulatory challenges [3] - The current earnings estimates for the upcoming quarters are $1.42 for the next quarter, $6.12 for the current year, and $7.00 for the next year [4] Operational Challenges - CVS Health faces operational cost pressures, legal challenges, and regulatory scrutiny, which have negatively impacted earnings estimates [4] - The company has incurred one-time charges totaling $1.082 billion, including $387 million related to the Omnicare verdict and $448 million in ACA-related reserves [4] Segment Performance - The Health Care Benefits segment is expected to generate revenues of $34.6 billion, with a focus on margin recovery through benefit redesigns and pricing changes [6][8] - The Pharmacy & Consumer Wellness segment is projected to achieve revenues of $32.16 billion, benefiting from increased prescription volumes despite reimbursement pressures [11][12] - The Health Services segment is estimated to generate $43.52 billion in revenues, supported by the performance of Caremark, CVS's pharmacy benefit manager [10][9] Stock Performance - CVS Health shares gained 2.5% in the second quarter of 2025, underperforming the S&P 500's 10.7% rise [13] - Compared to peers, CVS outperformed Herbalife and UnitedHealth Group, which saw declines of 2.2% and 40% respectively [13] Valuation - CVS Health's forward 12-month price-to-earnings (P/E) ratio is 9.24X, which is a premium compared to Herbalife's 4.51X but undervalued relative to UnitedHealth's 12.27X [16] Strategic Initiatives - CVS is implementing strategies to improve profitability, including redesigning Aetna benefits and enhancing drug pricing transparency through new PBM models [17] - The company is also optimizing its retail footprint and has plans to close over 20 pharmacies in Arkansas due to new regulatory laws [4][5]

WESTLAKE VILLAGE, Calif., July 23, 2025 (GLOBE NEWSWIRE) -- Arcutis Biotherapeutics, Inc. (Nasdaq: ARQT), a commercial-stage biopharmaceutical company focused on developing meaningful innovations in immuno-dermatology, today announced that it will report second quarter 2025 financial results and provide a business update on Wednesday, August 6, 2025 after the U.S. financial markets close. The Company will also host a conference call and webcast the same day at 4:30 p.m. ET. A live webcast of the call and th ...

This article is published by Terry Chrisomalis, who runs the Biotech Analysis Central pharmaceutical service on Seeking Alpha Marketplace. If you like what you read here and would like to subscribe to, I'm currently offering a two-week free trial period for subscribers to take advantage of. My service offers a deep-dive analysis of many pharmaceutical companies. The Biotech Analysis Central SA marketplace is $49 per month, but for those who sign up for the yearly plan will be able to take advantage of a 33. ...

Moderna Inc.’s MRNA stock has surged approximately 37% in the last month but has dipped around 15% year to date.On Wednesday, the stock is trading around 7% higher.Notably, there is no news to justify the movement. Over the last month:The U.S. Food and Drug Administration (FDA) approved Moderna’s supplemental Biologics License Application (sBLA) for Spikevax, the company's COVID-19 vaccine, in children six months through 11 years of age who are at increased risk for COVID-19 disease.Moderna revealed results ...

Group 1 - The article discusses Fred Piard, a quantitative analyst and IT professional with over 30 years of experience, who runs an investing group focused on quality dividend stocks and tech innovation companies [1] - Fred Piard has been investing in data-driven systematic strategies since 2010 and is the author of three books [1] Group 2 - The article includes a disclosure stating that the analyst has a beneficial long position in shares of GOOGL, JNJ, and META through various means [2] - It emphasizes that past performance is not indicative of future results and that no specific investment advice is being provided [3]