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Craig-Hallum Adjusts MiMedx Group, Inc. (MDXG) Outlook on CMS Coverage Guidance
Yahoo Finance· 2026-02-02 20:27
We recently compiled a list of the 20 Best Biotech Stocks Under $20 to Buy Now. MiMedx Group, Inc. (NASDAQ:MDXG) is on our list of best biotech stocks. TheFly reported on January 23 that Craig-Hallum analyst Chase Knickerbocker lowered the price target on MDXG to $10 from $13 and maintained a Buy rating. The revision followed recent CMS guidance on provider billing and the withdrawal of the local coverage determination, which the firm expects to create provider confusion and pressure wound care volumes in ...
Nebius Earnings Preview: Growth Now, Rubin Expansion Ahead
Seeking Alpha· 2026-02-02 19:28
Group 1 - Nebius has been active in late December and January, announcing Nebius AI Cloud 3.1 [1] - The company is focused on biotechnology, particularly in identifying innovative companies with unique mechanisms of action and first-in-class therapies [1] - The approach emphasizes evaluating the science behind drug candidates, competitive landscape, clinical trial design, and market opportunities while balancing financial fundamentals [1]
Twist Bioscience: Ingenious Product Still Lacks Compelling Use Cases
Seeking Alpha· 2026-02-02 19:24
Core Insights - The article promotes a weekly newsletter focused on stocks in the biotech, pharma, and healthcare sectors, highlighting key trends and catalysts that influence market valuations [1] Group 1 - The newsletter is led by a biotech consultant with over 5 years of experience covering the industry and has compiled detailed reports on more than 1,000 companies [1] - The investing group, Haggerston BioHealth, caters to both novice and experienced biotech investors, providing insights on catalysts, buy and sell ratings, and forecasts for major pharmaceutical companies [1] - The group offers integrated financial statements, discounted cash flow analysis, and market-by-market analysis to aid investors in making informed decisions [1]
Revvity Q4 Earnings Call Highlights
Yahoo Finance· 2026-02-02 17:52
Core Insights - Revvity reported stronger-than-expected performance in diagnostics and life sciences, with fourth-quarter revenue exceeding expectations [2][5][6] Financial Performance - Fourth-quarter revenue reached $772 million, reflecting 4% organic growth and approximately 2% foreign-exchange tailwind [4] - Full-year revenue totaled $2.86 billion, with 3% organic growth and a 1% FX tailwind; adjusted operating margin was 27.1%, down 120 basis points year-over-year [3] - Adjusted EPS for the full year was $5.06, up 3% year-over-year, exceeding initial guidance [3] Segment Performance - Diagnostics segment revenue was $390 million, up 7% organically, while life sciences segment revenue was $382 million, flat organically [2] - Reproductive Health and Immunodiagnostics grew mid-single digits and high single digits, respectively, with notable contributions from newborn screening and Genomics England [1] Capital Deployment - Revvity repurchased over $800 million of shares in 2025, reducing share count by 8.5 million shares [8] - Free cash flow for the fourth quarter was $162 million, bringing full-year free cash flow to $515 million, with a conversion rate of 84% [9] 2026 Guidance - Management provided an initial 2026 outlook of $2.96 billion to $2.99 billion in revenue, with expected organic growth of 2% to 3% [10] - Adjusted EPS guidance for 2026 is set at $5.35 to $5.45, assuming an 18% adjusted tax rate and approximately $95 million in net interest and other expenses [11] Strategic Initiatives - The company is focusing on software and AI initiatives, including the launch of Signals Xynthetica, aimed at accelerating drug development [13] - Revvity remains disciplined on M&A, primarily targeting software and life sciences reagents [15]
Spotlight on Moderna: Analyzing the Surge in Options Activity - Moderna (NASDAQ:MRNA)
Benzinga· 2026-02-02 17:00
Whales with a lot of money to spend have taken a noticeably bullish stance on Moderna.Looking at options history for Moderna (NASDAQ:MRNA) we detected 26 trades.If we consider the specifics of each trade, it is accurate to state that 50% of the investors opened trades with bullish expectations and 38% with bearish.From the overall spotted trades, 4 are puts, for a total amount of $161,480 and 22, calls, for a total amount of $1,274,892.Predicted Price RangeAnalyzing the Volume and Open Interest in these con ...
Black Diamond Therapeutics, Inc. (BDTX) Price Target Trimmed as Piper Updates Biotech Models and 2026 Catalyst Tracker
Yahoo Finance· 2026-02-02 14:56
We recently compiled a list of the 20 Best Biotech Stocks Under $20 to Buy Now. Black Diamond Therapeutics, Inc. is one of the twenty best biotech stocks. TheFly reported on January 16 that Piper Sandler lowered the price target for BDTX to $8 from $9 and maintained an Overweight rating. The change coincided with the company’s revision of several models and price estimates throughout its biotechnology coverage, as well as an update to its 2026 Catalyst Tracker. Separately, on December 3, 2025, Black Dia ...
Piper Sandler See Label Expansion Potential for ImmunityBio, Inc. (IBRX)’s ANKTIVA Following QUILT Data
Yahoo Finance· 2026-02-02 14:55
Company Overview - ImmunityBio, Inc. is a U.S. biotechnology company focused on developing next-generation immunotherapies and vaccines aimed at enhancing the natural immune system to combat cancers and infectious diseases [4] Financial Performance - Piper Sandler raised its price target on ImmunityBio, Inc. (IBRX) to $7 from $5, maintaining an Overweight rating [2] - U.S. ANKTIVA net sales surged by nearly 700% year over year, reaching $113 million in 2025, with projected revenue of $180 million in 2026 [2] Clinical Developments - ImmunityBio reported Phase 2 QUILT-3.078 results for recurrent GBM, showing that the longest survival was 12 months, with 19 out of 23 patients still alive [3] - The regimen demonstrated a reasonable safety profile, with preserved immunological competence and improved severe lymphopenia (ALC ≥1.4 ×10³/µL) [3] Future Prospects - There is potential for label expansion for ANKTIVA in 2027, contingent on positive data from the upcoming QUILT-2.005 study expected in Q4 2026 [2][3]
Roth Capital Say Market Pricing Implies Zero Success for Arcturus Therapeutics Holdings Inc. (ARCT) Pipeline Assets
Yahoo Finance· 2026-02-02 14:54
Core Insights - Arcturus Therapeutics Holdings Inc. (ARCT) is highlighted as a promising investment opportunity, particularly due to its undervaluation in the biotech sector [2][3]. Company Overview - Arcturus Therapeutics is a biotechnology company focused on developing mRNA-based vaccines and RNA therapeutics, utilizing proprietary delivery technologies [4]. - The company's pipeline addresses infectious diseases such as COVID-19 and influenza, as well as rare liver and respiratory disorders [4]. Market Analysis - Roth Capital initiated coverage of ARCT with a Buy rating and a price target of $20, indicating that the company's mid-stage programs have significant clinical activity and peak sales potential exceeding $1 billion [2]. - Roth noted that ARCT shares are trading near their cash value, implying a 0% chance of success for its pipeline assets, suggesting that the stock may be mispriced in the rare disease sector [2]. - Citigroup recently lowered its price target for ARCT from $9 to $7 while maintaining a Neutral rating, emphasizing opportunities in SMID-cap biotech for 2026, especially for companies nearing commercialization [3].
H.C. Wainwright Says Market Remains Unconvinced on Lexeo Therapeutics, Inc. (LXEO)’s PKP2 Program
Yahoo Finance· 2026-02-02 14:54
Core Insights - Lexeo Therapeutics, Inc. (LXEO) is currently ranked sixteenth in a list of the 20 Best Biotech Stocks Under $20 to Buy Now, indicating its potential as an investment opportunity [1] - H.C. Wainwright analyst Mitchell Kapoor has lowered the price target for LXEO from $13 to $10 while maintaining a Buy rating, suggesting that the market remains skeptical about LXEO's recent PKP2 findings [1][2] - The preliminary results from the HEROIC-PKP2 Phase I/II trial of LX2020, a gene therapy for PKP2-associated arrhythmogenic cardiomyopathy, showed no clinically significant complement activation and that LX2020 was generally well tolerated [2] Company Overview - Lexeo Therapeutics, Inc. is a clinical-stage genetic medicine company focused on developing innovative gene and RNA therapies aimed at addressing the underlying causes of cardiovascular diseases [3] - The company is advancing candidates for conditions such as Friedreich's ataxia and arrhythmogenic cardiomyopathy, with the goal of improving long-term heart health outcomes [3] Trial Results - In the HEROIC-PKP2 trial, PKP2 protein levels increased in a dose-dependent manner, averaging 93% in the low-dose group and 162% in the high-dose group, indicating a positive response to treatment [2] - The trial also noted improvements or stabilization in arrhythmia features, such as premature ventricular contractions and non-sustained ventricular tachycardia [2]
Barclays Flags M&A Tailwinds and Pricing Relief as Upside Catalysts for 4D Molecular Therapeutics, Inc. (FDMT)
Yahoo Finance· 2026-02-02 14:53
Company Overview - 4D Molecular Therapeutics, Inc. (NASDAQ:FDMT) is a clinical-stage biotechnology company focused on developing targeted gene therapies using its proprietary Therapeutic Vector Evolution platform [4]. Clinical Developments - The company is conducting the 4FRONT Phase 3 investigations of 4D-150 for Wet AMD, involving 480 patients in each phase, with 381 participants already randomized for 4FRONT-1. Global enrollment for 4FRONT-2 is expected to be completed by the second half of 2026 [3]. - A global Phase 3 trial for diabetic macular edema is scheduled for Q3 2026, and results from the 2-year SPECTRA Phase 1/2 trial are anticipated in the second half of 2026. Additionally, updates on the Phase 2 4D-710 program for cystic fibrosis are expected in the same timeframe [3]. Market Position and Analyst Ratings - Barclays initiated coverage of FDMT with an Overweight rating and a price target of $33, citing solid fundamentals in the biotech industry, the undervaluation of several companies, and anticipated tailwinds from mergers and acquisitions [2][3]. - The report highlights pricing relief as a potential upside catalyst for FDMT and the broader biotech sector [2][3].