Pharmaceuticals
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X @Bloomberg
Bloomberg· 2026-08-07 06:20
Merck & Co.’s Ebola vaccine and an antiviral drug from Gilead Sciences are set for wider use in eastern Democratic Republic of Congo to blunt the fastest-growing Ebola outbreak on record https://t.co/SeCRTlNnyi ...
There are no guarantees when it comes to thematic investing, says Jim Cramer
CNBC Television· 2026-08-07 00:23
Market Trends and M&A Opportunities - Mergers and acquisitions activity is surging due to the transition from the Biden administration's strict antitrust enforcement to the Trump administration's minimal antitrust enforcement [1] - Corporate acquirers are highly motivated and willing to pay premium prices for blockbuster deals, such as potential bids by AstraZeneca for Bristol Myers or Stripes for PayPal [2][3] - Investment strategy advises against purchasing potential target stocks, focusing instead on deal-enabling financial institutions like Goldman Sachs and Morgan Stanley due to their lucrative M&A advisory businesses [3][4] Sector Rotation and Healthcare Performance - Portfolio managers are shifting focus from technology stocks to innovative non-tech sectors, highlighting pharmaceutical leaders like Eli Lilly and Johnson & Johnson following their strong quarterly results [5][6] - Moderna has achieved a significant milestone by receiving FDA approval for its mRNA flu vaccine, contributing to an 83% surge in its stock price for the year [6][7] - Investment sectors recommended for the remainder of 2026 include travel stocks, semiconductor capital equipment makers, cybersecurity companies, M&A facilitators, and medical technology [8]
X @Bloomberg
Bloomberg· 2026-08-06 19:00
A Texas-based compounding pharmacy is recalling certain lots of a popular peptide called glutathione after they were found to be contaminated with bacterial toxins https://t.co/YNS9Yi1M3i ...
X @The Wall Street Journal
The Wall Street Journal· 2026-08-06 18:34
The FDA approved the first drug to treat a root cause of narcolepsy, which could help other sleep conditions as well. https://t.co/ySoECVg6ki ...
X @The Wall Street Journal
The Wall Street Journal· 2026-08-06 14:22
Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month. https://t.co/bwTJnpoe2b ...