Ark Genomic Revolution ETF

Neuberger Berman Group LLC Increases Stake in Natera Inc.

Tempus AI Announces Strategic Deal with Merck to Fast-Track AI-Driven Precision Medicine

Illumina Expands Genomic Discovery Alliance and Launches Large-scale Multi-omics Project

FactSet: Analysts Lower NTRA-US EPS Estimate for 2026

Tempus AI CFO Disposes of Class A Common Stock

Patrick Dempsey Partners with Guardant Health to Promote Colorectal Cancer Screening

Tempus AI and Merck expand multi-year collaboration to accelerate AI-driven precision medicine.

Morgan Stanley Lowers Price Target for Tempus AI to $70

Natera Inc. to Present New Data on Signatera at ASCO GU

Tempus AI Expands Oncology Portfolio With HRD-RNA Algorithm and Lung Screening Partnership

Tempus AI to Participate in Morgan Stanley Technology, Media & Telecom Conference

Dakota Wealth Management Cuts Stake in Tempus AI

Artisan Partners Increases Holdings in Twist Bioscience to $180 Million

Natera released FY2025 earnings on February 26 After-Market EST, actual revenue USD 2.306 B (forecast USD 2.238 B), actual EPS USD -1.5225 (forecast USD -2.3942)

Personalis released FY2025 Q4 earnings on February 26 After-Market EST, actual revenue USD 17.35 M (forecast USD 17.12 M), actual EPS USD -0.258 (forecast USD -0.2885)

Natera released FY2025 Q4 earnings on February 26 After-Market EST, actual revenue USD 665.5 M (forecast USD 600.68 M), actual EPS USD 0.3416 (forecast USD -0.507)

Personalis released FY2025 Annual Earnings on February 26 After-Market (EST), actual revenue USD 69.65 M (forecast USD 69.2 M), actual EPS USD -0.9106 (forecast USD -0.9385)

Natera Reports 39.8% Q4 Revenue Growth and Outlines 2026 Revenue Forecast

Natera Announces Q4 Operating Income and 2023 Gross Margin Outlook

Intellia Therap released FY2025 earnings on February 26 Pre-Market (EST), actual revenue USD 67.67 M (forecast USD 57.09 M), actual EPS USD -3.8079 (forecast USD -3.9911)

Peraso

QUARTZSEA ACQUISITION CORP ORD USD0.0001 (18/02/2030) (S/R)

Decent

Edesa Biotech

Cre8 Enterprise - CL

AN2 Therapeutics

Day One Biopharmaceuticals

Epsium Enterprise

Silynxcom

Aptera Motors - B

Pinned News

置顶新闻

Modern Wealth Management LLC Has $2.83 Million Position in Merck & Co., Inc. $MRK

ARKG

Modern Wealth Management LLC increased its stake in Merck & Co., Inc. by 61.2% in Q3, owning 33,675 shares valued at $2.83 million. Other institutional investors also raised their holdings. Merck's stock opened at $115.85, with a market cap of $286.43 billion. The company reported Q4 earnings of $2.04 per share, exceeding estimates, and announced a quarterly dividend of $0.85. Insiders have sold shares recently, indicating changes in ownership.

Market Beat

Merck

iShares US Pharma

SPDR S&P Biotech

iShares Global Healthcare

IDNA

NTRA

Neuberger Berman Group LLC increased its stake in Natera, Inc. (NASDAQ:NTRA) by 14% in Q3, owning 188,480 shares valued at $30.34 million. Other hedge funds also raised their positions, with JPMorgan Chase boosting its stake by 44.3%. Natera's stock opened at $198.13, with a market cap of $28.08 billion. The company reported $0.35 EPS, surpassing estimates, and analysts have a consensus price target of $253.47. CEO Steven Leonard Chapman sold 85,299 shares recently, reducing his ownership by 40%.

iShares Genomics Immunology and Healthcare ETF

Invesco Biotechnology & Genome ETF

First Trust NYSE Arca Biotech Index Fd

Proshares Ultra Nasdaq Biotech

VanEck Biotech ETF

Natera

iShares Biotechnology ETF

Natera, Inc. $NTRA Shares Bought by Neuberger Berman Group LLC

SBIO

IBBQ

Kessler Topaz Meltzer & Check, LLP has announced a securities fraud class action lawsuit against Ultragenyx Pharmaceutical Inc. (NASDAQ: RARE) for investors who purchased shares between August 3, 2023, and December 26, 2025. The lawsuit alleges material misstatements regarding the company's drug, setrusumab, and investors have until April 6, 2026, to seek lead plaintiff status. Following the announcement of disappointing Phase III study results, Ultragenyx's stock price dropped over 42%. Affected investors are encouraged to contact KTMC for recovery options at no cost.

prnewswire

VG Health

ALPS Medical Breakthrough

Ultragenyx Pharma

Health Care Select Sector SPDR

Invesco Nasdaq Biotechnology ETF

12:00 ETRARE Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages RARE Investors with Losses to Contact the Firm

In March 2026, the FDA granted Priority Review for Protagonist Therapeutics' rusfertide, a hepcidin mimetic peptide for polycythemia vera, with a PDUFA date in Q3. This development could reshape Protagonist's investment narrative, as the company faces ongoing losses and a significant reliance on this regulatory decision. While shares have risen, they may still be undervalued, with fair value estimates ranging from US$108 to US$354. Investors must consider the risks of regulatory setbacks and the company's financial health before making decisions.

Simplywall

Protagonist Therap

Does FDA Priority Review For Rusfertide Transform The Bull Case For Protagonist Therapeutics (PTGX)?

Liquidia Corporation (NASDAQ:LQDA) reported its Q4 2025 earnings, surpassing expectations with an EPS of $0.15 compared to the anticipated $0.08. The earnings call took place on March 5, 2026, where the company provided a financial update and discussed its performance for the full year 2025.

Liquidia Tech

Liquidia Corporation (NASDAQ:LQDA) Q4 2025 earnings call transcript

Neuberger Berman Group LLC reduced its stake in Icon Plc (NASDAQ:ICLR) by 14% in Q3, now holding 179,114 shares valued at $31.25 million. Other investors, including Arvin Capital and Nicholas Hoffman, also adjusted their positions. Icon's stock opened at $107.20, with a market cap of $8.66 billion and a PE ratio of 14.51. Analysts have mixed ratings, with an average target price of $157.47. Icon provides outsourced drug development and clinical research services across various therapeutic areas.

ICON

Icon Plc $ICLR Stake Lessened by Neuberger Berman Group LLC

Bank of America Securities has reaffirmed a Sell rating on TG Therapeutics, Inc. (NASDAQ:TGTX) following its earnings report. Analyst Alec Stranahan set a price target of $15, which is the lowest among Wall Street estimates. Despite being listed as one of the 13 Most Profitable Growth Stocks to Buy Right Now, the bearish outlook reflects concerns about the company's performance.

TG Therap

Bank of America Securities bearish on TG Therapeutics (TGTX) post earnings

LABD

Wave Life Sciences Ltd. reported a significant decline in Q4 2025 sales to $17.24 million, with a net loss of $53.18 million, compared to a profit last year. Despite these losses, the company is pursuing an accelerated approval pathway for its drug WVE-006 for alpha-1 antitrypsin deficiency, which may enhance its investment narrative. Analysts express concerns over liquidity and potential revenue declines, while the company projects $177.5 million in revenue by 2028, suggesting a fair value of $33.50, indicating a 155% upside from current prices.

Direxion S&P Biotech Bear 3X

SPDR Pharmac

Wave Life Sciences

Bioshares Biotech Clinical Trials Fd

Wave Life Sciences (WVE) Is Down 5.8% After Wider Losses And WVE-006 Accelerated Approval Push - What's Changed

VRTX

Codex Capital Asset Management L.L.C. reduced its stake in Vertex Pharmaceuticals by 38.3% in Q3, now holding 7,250 shares valued at $2.84 million. Other institutional investors, including Vanguard and Geode Capital, have also adjusted their positions. Vertex's stock opened at $456.69, with a market cap of $116.01 billion. The company reported a quarterly EPS of $5.03, slightly missing estimates, with revenue up 9.5% year-over-year. Insider transactions included sales by executives, and analysts have varied ratings on the stock, with Canaccord Genuity raising its target price to $441.00.

Vertex Pharma

Codex Capital Asset Management L.L.C. Has $2.84 Million Holdings in Vertex Pharmaceuticals Incorporated $VRTX

Grantham Mayo Van Otterloo & Co. LLC increased its stake in Abbott Laboratories (NYSE:ABT) by 4.6% in Q3, now holding 8,176,484 shares valued at approximately $1.1 billion. The stock represents 3.1% of their portfolio. Other institutional investors also adjusted their holdings. Abbott's stock recently opened at $109.74, down 1.2%, with a market cap of $190.69 billion. The company announced a quarterly dividend of $0.63 per share, with a yield of 2.3%. Analysts have mixed ratings on the stock, with a consensus rating of "Moderate Buy."

iShares US Medical Devices

SPDR S&P Health Equip

Abbott Laboratories

Abbott Laboratories $ABT Position Raised by Grantham Mayo Van Otterloo & Co. LLC

ABBV

Gabelli Funds LLC has reduced its stake in AbbVie Inc. (NYSE:ABBV) by 6.2%, now holding 100,963 shares valued at $23.38 million. Other institutional investors have also adjusted their positions in AbbVie. Analysts have mixed ratings on the stock, with a consensus price target of $253.15. AbbVie recently reported earnings of $2.71 per share, exceeding estimates, and declared a quarterly dividend of $1.73 per share, yielding 3.0%. The stock is currently trading at $230.41, down 0.8%.

Abbvie

Gabelli Funds LLC Decreases Stake in AbbVie Inc. $ABBV

Gamco Investors INC. ET AL reduced its stake in Pfizer Inc. by 16.1% in Q3, selling 107,937 shares, leaving them with 563,304 shares valued at $14.35 million. Other institutional investors, including Vanguard and Geode Capital, also adjusted their holdings. Positive developments for Pfizer include the approval of its GLP-1 weight-management drug in China and upgrades from analysts, while challenges such as declining COVID revenues and competition remain.

- Gamco Investors INC. ET AL decreased its stake in Pfizer Inc. by 16.1%, now holding 563,304 shares worth approximately $14.35 million.  
- Institutional investors, including Vanguard Group Inc. and Geode Capital Management LLC, have increased their positions, indicating significant interest in Pfizer shares, which are currently dominated by hedge funds.  
- Recent developments include positive market responses to Pfizer’s GLP-1 weight management drug approval in China, while there are concerns about potential declines in COVID-related revenues and other market risks.

Pfizer

Direxion Daily Biotech Top 5 Bull 2X ETF

Gamco Investors INC. ET AL Sells 107,937 Shares of Pfizer Inc. $PFE

B. Metzler seel. Sohn & Co. AG has reduced its stake in Vertex Pharmaceuticals (NASDAQ: VRTX) by 1.3% in Q3, now holding 315,422 shares valued at approximately $123.5 million. This makes Vertex 1.1% of their portfolio. Other institutional investors have also adjusted their holdings, with Brighton Jones LLC increasing theirs by 15%. Analysts maintain a positive outlook on Vertex, with a consensus price target of $542. Recent insider sales have occurred, with executives selling shares valued at over $42 million in the last quarter.

B. Metzler seel. Sohn & Co. AG Cuts Stake in Vertex Pharmaceuticals Incorporated $VRTX

CAPR

Capricor Therapeutics (CAPR) faces increased scrutiny as the FDA tightens its expedited approval pathway, impacting its Duchenne muscular dystrophy program. The company's share price recently rose to $27.90, with a one-year total shareholder return of 117.80%. Analysts suggest a fair value of $50.80, indicating potential upside. The narrative emphasizes the growing demand for rare disease treatments and Capricor's innovative exosome platform, which could drive future revenue growth. However, success hinges on meeting FDA expectations and managing R&D costs effectively.

Capricor Therap

A Look At Capricor Therapeutics (CAPR) Valuation As FDA Tightens Expedited Approval Pathway

CPIX

Cipla USA, Inc, a subsidiary of Cipla, is recalling over 400 cartons of Nilotinib Capsules (150 mg and 200 mg) due to manufacturing issues, as reported by the USFDA. The Class III voluntary recall, initiated on February 18, indicates that exposure to the product is not likely to cause adverse health consequences. Nilotinib is used to block cancer cell multiplication. Indian pharmaceutical companies play a significant role in supplying medications to the US market, with a substantial share of prescriptions filled by them in 2022.

Business Standard

Cumberland Pharma

Citius Pharma

Cipla's US unit recalls 400+ cartons of generic anti-cancer drug: USFDA

CELC

Celcuity CEO Brian Sullivan discussed the company's clinical programs and regulatory progress for gedatolisib at the TD Cowen Healthcare Conference. The FDA has accepted Celcuity's NDA with a PDUFA date in July, and the company is preparing for a commercial launch. Sullivan highlighted ongoing trials and the potential for a supplemental NDA based on upcoming data. The company has built a commercial team and plans to focus on patients with PIK3CA wild-type status, estimating that 60% of patients fall into this category.

Celcuity

Celcuity CEO Details Gedatolisib NDA, July PDUFA and Launch Plans at TD Cowen Conference

ARDX

Ardelyx (ARDX) is currently priced at approximately $6.19, reflecting a 5.5% decline over the past week and a 16.1% decline over the last month. Despite a 16.8% return over the past year, the stock is considered undervalued by 89.5% based on a Discounted Cash Flow (DCF) analysis, which estimates an intrinsic value of $58.79 per share. Additionally, Ardelyx's Price-to-Sales (P/S) ratio of 3.73x is below industry averages, indicating further undervaluation. Investors are encouraged to consider their own narratives regarding the company's future performance.

Ardelyx

Is Ardelyx (ARDX) Pricing Reflect Its DCF Upside After Recent Share Price Volatility

Ark Genomic Revolution ETF(ARKG.US)

Modern Wealth Management LLC Has $2.83 Million Position in Merck & Co., Inc. $MRK

Natera, Inc. $NTRA Shares Bought by Neuberger Berman Group LLC

12:00 ETRARE Investor Alert: Kessler Topaz Meltzer & Check, LLP Encourages RARE Investors with Losses to Contact the Firm

Does FDA Priority Review For Rusfertide Transform The Bull Case For Protagonist Therapeutics (PTGX)?

Liquidia Corporation (NASDAQ:LQDA) Q4 2025 earnings call transcript