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Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

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Is Bristol Myers’ US$2.3 Billion Houston Manufacturing Campus Altering The Investment Case For BMY?
Simply Wall St.17h agoneutral
Is Bristol Myers’ US$2.3 Billion Houston Manufacturing Campus Altering The Investment Case For BMY?

Bristol Myers Squibb recently announced it will invest about US$2.30 billion in a new 600,000-square-foot modular, multi-modal manufacturing campus at Generation Park in Houston, Texas, expected to support production of small molecules, biologics, and antibody-drug conjugates while creating nearly 500 skilled jobs and about 2,000 construction and indirect roles through 2030. This facility’s flexible, automation-ready design and alignment with the company’s broader US$40.00 billion U.S...

Healthcare Investing Is Now an AI Short in Disguise
The Wall Street Journal1d 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.

Xenon Pharmaceuticals Q2 Earnings Call Highlights
MarketBeat5d agoneutral
Xenon Pharmaceuticals Q2 Earnings Call Highlights

10x Genomics reported second-quarter revenue of $151 million, including $1.6 million in license and royalty revenue tied to its settlement with Takara Bio. Excluding non-recurring settlement revenue in both periods, revenue was $149.4 million, up 3% from the prior-year quarter. Chief Executive Offi

AstraZeneca (LSE:AZN) Merger Talk Fades, Is The Stock Undervalued?
Simply Wall St.5d agoneutral
AstraZeneca (LSE:AZN) Merger Talk Fades, Is The Stock Undervalued?

AstraZeneca (LSE:AZN) is back in focus after a senior source told Reuters that there are no ongoing merger discussions with Bristol Myers Squibb, reversing earlier headlines around a potential $400b pharmaceutical tie up. See our latest analysis for AstraZeneca. The clarification on merger talks comes after a sharp swing in AstraZeneca’s share price, which fell over recent weeks with a 30 day share price return of 17.5% decline and a year to date share price return of 12.8% decline. In...

Deal or No Deal, AstraZeneca Stock Is a Bargain
The Wall Street Journal6d agoneutral
Deal or No Deal, AstraZeneca Stock Is a Bargain

Few big-pharma bosses enjoy a stronger reputation on Wall Street than AstraZeneca’s chief executive, Pascal Soriot. After plunging on a Financial Times report of merger discussions with Bristol-Myers Squibb shares of AstraZeneca recovered somewhat when Reuters reported there are no ongoing talks. After rebuffing Pfizer’s $120 billion takeover bid in 2014, he steadily transformed AstraZeneca into one of the drug industry’s top growth stories.