Option Care gives infusion drugs at home and in clinics instead of hospitals, a channel insurers favour because it costs less. McKesson, which already distributes specialty drugs, gains a stake in the provider that…
The advance was narrow: the report notes only about 25% of S&P 500 companies were trading above their 50-day average, and smaller companies fell on the day. Index gains are coming from AI chipmakers and from power…
Information Technology · Utilities · Health CareYahoo Finance ↗
Epcoritamab, sold as EPKINLY in the US and Japan and TEPKINLY in the EU, is approved so far for lymphoma that has returned after earlier treatment. A first-line label would open a much larger group of patients, and…
These are the first US deals to launch in the fourth quarter, and both are small, clinical-stage companies with no product revenue: the money funds trials. TRex Bio's lead programme has topline data due in mid-2027 and…
An empty week means no underwriting fees for the banks that run US listings and no new supply for funds that buy them. Renaissance's IPO Index was up 16.4% for the year at October 1 against 13.0% for the S&P 500, so…
Fewer and smaller deals cut equity underwriting fees for investment banks and delay exits for private-equity and venture backers. Renaissance tied the slowdown to concerns about AI spending, a 19-year high in bond…
The pulled deal followed Holtec Nuclear's suspended and later withdrawn IPO and Bamboo Insurance's delayed listing, a sign that a spike in bond yields and fears of more Federal Reserve rate hikes had narrowed the…
The 17 largest companies had all signed pricing and manufacturing agreements by August 31, so they import at 0%. The exposure now falls on smaller and mid-sized branded drugmakers and biotechs that import finished…
Medicaid is a low-margin channel for branded drugmakers because of existing mandatory rebates, so the revenue effect of matching overseas prices there is smaller than the same step would be in Medicare or commercial…
A shutdown delays payments and new awards for companies that sell to the federal government, chiefly defence and aerospace contractors, government IT and consulting firms, and health-care companies paid through federal…
A shrinking payroll count alongside inflation above 3% sharpened the Fed's dilemma between supporting jobs and containing prices. Weaker hiring hits consumer-facing retailers and restaurants through slower income…
Consumer Discretionary · Financials · Health CareFox Business ↗
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