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Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal14h agoneutral
Healthcare Investing Is Now an AI Short in Disguise

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

AbbVie’s (ABBV) Botox Just Got A Step Closer To A Fifth Use
Insider Monkey1d agoneutral
AbbVie’s (ABBV) Botox Just Got A Step Closer To A Fifth Use

AbbVie (NYSE:ABBV) just moved a step closer to expanding one of its most recognizable brands. On August 4, the FDA accepted for review a supplemental Biologics License Application for Botox Cosmetic to treat masseter muscle prominence, the jaw-muscle bulge that can give a face a wider, squarer look. If cleared, Botox Cosmetic would become the […]

3 Beaten-Down Healthcare Stocks to Buy in August
24/7 Wall St.1d agobullish
3 Beaten-Down Healthcare Stocks to Buy in August

Healthcare just posted the best three-month run of any S&P 500 sector, yet two of the three biggest pharma names by market cap are still trailing the broader market. That gap between performance and fundamentals is creating a window that income and growth investors rarely see at the mega-cap level.

The 5 Most Interesting Analyst Questions From AbbVie’s Q2 Earnings Call
StockStory2d agoneutral
The 5 Most Interesting Analyst Questions From AbbVie’s Q2 Earnings Call

AbbVie’s second quarter results reflected robust product performance but were met with cautious investor sentiment. Management credited double-digit sales growth to strong execution in core immunology therapies, especially SKYRIZI and RINVOQ, and notable gains in the neuroscience portfolio. CEO Robert Michael emphasized that “each [portfolio] delivered growth above 20%,” with SKYRIZI achieving market leadership in multiple countries. However, the quarter also saw persistent biosimilar pressure o

AbbVie (ABBV) Is Down 5.3% After Raising 2026 Revenue Outlook and Issuing New Debt - What's Changed
Simply Wall St.4d agoneutral
AbbVie (ABBV) Is Down 5.3% After Raising 2026 Revenue Outlook and Issuing New Debt - What's Changed

In late July and early August 2026, AbbVie reported stronger second‑quarter results, raised full‑year revenue guidance to about US$67.6 billion, advanced RINVOQ and BOTOX regulatory milestones, and completed a multi‑billion‑dollar mix of new fixed‑ and floating‑rate bond issuances. Together, these moves highlight how AbbVie is simultaneously expanding its immunology, neuroscience and aesthetics franchises while tapping debt markets to support its pipeline and deals such as the planned Apogee...

REGENXBIO Q2 Earnings Call Highlights
MarketBeat4d agoneutral
REGENXBIO Q2 Earnings Call Highlights

REGENXBIO (NASDAQ:RGNX) reported second-quarter 2026 progress across its late-stage gene-therapy pipeline, highlighting completed enrollment in its Duchenne muscular dystrophy confirmatory study, an agreed path to resubmit its Hunter syndrome therapy application, and the start of a pivotal diabetic

Baron Capital Exits Apogee Therapeutics (APGE) Following AbbVie Buyout
Insider Monkey6d agobullish
Baron Capital Exits Apogee Therapeutics (APGE) Following AbbVie Buyout

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]

AbbVie (ABBV) Wins FDA Review For BOTOX Cosmetic In Jawline Treatment Push
Simply Wall St.7d agobullish
AbbVie (ABBV) Wins FDA Review For BOTOX Cosmetic In Jawline Treatment Push

Allergan Aesthetics, an AbbVie company, reported that the FDA has accepted for review a supplemental Biologics License Application for BOTOX Cosmetic to treat masseter muscle prominence. If cleared, BOTOX Cosmetic would be the first neurotoxin approved in the U.S. for this condition, supported by positive Phase 3 trial data. The filing highlights AbbVie’s push to broaden its aesthetics offerings beyond current BOTOX Cosmetic indications. AbbVie (NYSE:ABBV) is drawing fresh attention to its...