ZUG, Switzerland--(BUSINESS WIRE)--Galderma (SIX: GALD) has unveiled findings from a global survey of peri- and post-menopausal women from nine countries exploring the impact of menopause on the skin at the International Master Course on Aging Science (IMCAS) 2026 World Congress in Paris, France, from January 29-31, 2026. The survey found that over 50% of women learned about the effects of menopause on the skin by going through it themselves, with most finding out about it in their 40s. However, over 30% wo ...

Core Insights - Obagi Medical has selected Platinum Dermatology Partners as the first partner for its ALOHA Program, emphasizing a commitment to clinical evidence and practice dissemination [1][5] Company Overview - Obagi Medical is a leading innovator in physician-dispensed skincare and aesthetic solutions, part of Waldencast plc, with over 35 years of experience in advanced skincare [6] - Platinum Dermatology Partners operates over 120 locations with nearly 400 providers across multiple states, focusing on exceptional dermatology practices [7] - Waldencast plc aims to build a global beauty and wellness platform by developing and scaling purpose-driven brands [8] Partnership Details - The partnership aims to generate real-world data to translate clinical safety and efficacy from FDA trials into everyday practice [2] - The ALOHA Real-World Program will provide hands-on experience with Obagi saypha MagIQ, enhancing patient satisfaction and provider relationships [3] - Initial findings from the program will be presented at the annual Platinum Summit and key industry conferences to showcase the product's real-world impact [4] Product Information - Obagi saypha MagIQ™ utilizes proprietary MACRO Core Technology for a stable hyaluronic acid matrix, designed for natural-looking results and high performance [5]

Fund Performance - The Summers Value Fund LP achieved a net return of 20.4% in Q3 2025, outperforming the Russell 2000 Index ETF (12.4%) and the Russell 2000 Value Index ETF (12.5%) [2] - Year-to-date, the Fund is up 4.9%, lagging behind the IWM (10.3%) and IWN (8.9%) [2] - Since inception, the Fund has delivered a 12.2% annualized net return compared to 6.8% for IWM and 6.1% for IWN [2][3] Healthcare Sector Overview - The healthcare sector has faced challenges leading to underperformance against broader indexes, influenced by regulatory uncertainty from new FDA leadership and budget pressures at federal agencies [4] - Investors withdrew approximately $13 billion from healthcare funds in 2025, indicating a record annual outflow, while large-cap stocks saw $224 billion in inflows [5] - Despite negative sentiment, the healthcare sector is viewed as defensive and growing, with potential for disciplined investors to find opportunities [5][6] Investment Opportunities - The Fund has increased exposure to biopharma stocks, anticipating outperformance due to an innovation cycle and potential acquisitions by large-cap companies [6] - Notable contributors to the Fund's performance in Q3 included Zimvie (124% acquisition premium), Liquidia (strong sales of Yutrepia), and Consensus Cloud Solutions (return to positive revenue growth) [7] - The Fund initiated a position in uniQure following promising Phase 3 results for its gene therapy drug, which showed a 75% reduction in disease progression [9] Position Updates - Journey Medical, with a market cap of $175 million, launched Emrosi for rosacea treatment, with annualized sales approaching $30 million and potential peak sales exceeding $100 million [12] - Ligand Pharmaceuticals, valued at $3.7 billion, operates as a royalty aggregator and is expected to see strong performance from its drugs Ohtuvaryre and Filspari, with blockbuster potential [13][14] - The Fund's top five holdings include Electromed, Consensus Cloud Solutions, Liquidia, Spok Holdings, and Ligand Pharmaceuticals, with a significant allocation to pharmaceutical and biotechnology stocks [10]

Core Insights - Galderma, a leader in the dermatology category, will present updates from its portfolio at the 34th European Academy of Dermatology and Venereology (EADV) congress in Paris from September 17-20, 2025 [1] - The company is committed to addressing various skin conditions and will showcase 12 abstracts, including data on sensitive skin, prurigo nodularis, and atopic dermatitis [1] Company Focus - Galderma emphasizes its dedication to dermatology by participating in significant industry events like the EADV congress [1] - The presentation of 12 abstracts indicates a robust research and development pipeline aimed at enhancing treatment options for skin conditions [1]

Strategic Acquisition - LEO Pharma agreed to acquire global rights for skin disease drug Spevigo from Boehringer [1] - The acquisition strengthens LEO Pharma's portfolio [1] IPO Plans - LEO Pharma is planning an IPO in 2026 [1] Industry Focus - LEO Pharma is a Danish dermatology specialist [1]

Does Red Light Therapy Work? We Had Dermatologists Weigh Inhttps://t.co/l1iluk4Mu8 https://t.co/K84uM7CKjR ...