SPDR S&P Biotech

Institutional Investors and Executives Reduce Gilead Sciences Holdings

Vertex Pharmaceuticals Announces Positive Results from Phase 4 Study of JOURNAVX for Postoperative Pain Management

South Africa Urges Local Production of HIV Prevention Drug Lenacapavir

Praxis Precision Medicines reports larger net losses for Q4 and full-year 2025

Roivant Sciences' stock rises following settlement and repurchase program

Evercore ISI Maintains Hold Rating on Moderna, BofA Reiterates Sell

Dimensional Fund Advisors LP Increased Holdings in Amgen Inc.

Moderna expects total available liquidity to reach $5.4B to $5.9B by the end of 2026

Moderna's Combo COVID-Flu Vaccine mCombriax Ready for EMA Approval

Amgen Exec Esteban Santos Sells Company Stock

Whales Bearish on Moderna Stock

Moderna's MCOMBRIAX Combined COVID-Flu Vaccine Aims For EU Markets in 2026/2027 Flu Season

Moderna's COVID-Flu Vaccine Recommended by EU Regulator

Arcellx released FY2025 Annual Earnings on February 26 (EST), actual revenue USD 22.29 M (forecast USD 33.73 M), actual EPS USD -4.0659 (forecast USD -4.0405)

Arcellx released FY2025 Q4 earnings on February 26 (EST), actual revenue USD 1.654 M (forecast USD 13.4 M), actual EPS USD -1.0038 (forecast USD -1.0236)

Revolution Medicines released FY2025 Q4 earnings on February 25 After-Market (EST), actual revenue USD 0 (forecast USD 3.678 M), actual EPS USD -1.8553 (forecast USD -1.5817)

Revolution Medicines released FY2025 earnings on February 25 After-Market EST, actual revenue USD 0 (forecast USD 3.678 M), actual EPS USD -5.9501 (forecast USD -5.5876)

Revolution Medicines Releases Pipeline and Clinical Trial Presentation

Gilead Sciences Announces ARTISTRY Trial Results: New Once-Daily Pill Combination Can Maintain HIV Suppression in Adults

Vaxcyte released FY2025 Q4 earnings on February 24 After-Market EST, actual revenue USD 0 (forecast USD 0), actual EPS USD -1.8068 (forecast USD -1.5712)

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

Ark Genomic Revolution ETF

Merck

iShares US Pharma

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)?

Agilent Technologies reported a 5.2% decline in stock price after raising its 2026 revenue guidance to $7.30-$7.50 billion, despite first-quarter earnings being slightly lower than the previous year. The company issued second-quarter revenue guidance of $1,790-$1,820 million, reflecting confidence in demand and cost control. However, ongoing tariff and supply chain pressures pose risks to margins. Analysts project a fair value range for the stock between $125.16 and $169.67, indicating differing views on growth versus risks. Investors are advised to consider these factors in their investment decisions.

Agilent Tech

SPDR S&P Health Equip

iShares US Medical Devices

Agilent Technologies (A) Is Down 5.2% After Raising 2026 Revenue Guidance – Has The Bull Case Changed?

LABD

PCVX

Vaxcyte’s Heavy Equity Raise and Wider Losses Could Be A Game Changer For Vaxcyte (PCVX)

Direxion S&P Biotech Bear 3X

Vaxcyte

Vaxcyte’s Heavy Equity Raise and Wider Losses Could Be A Game Changer For Vaxcyte (PCVX)

INSP

Regal Partners Ltd has acquired a new position in Inspire Medical Systems, Inc. (NYSE:INSP), purchasing 101,714 shares valued at approximately $7.5 million, making it the 26th largest position in their portfolio. Other institutional investors have also increased their stakes in Inspire Medical Systems. The company's stock opened at $63.01, with a market cap of $1.80 billion and a PE ratio of 12.65. Analysts have mixed ratings on the stock, with an average rating of "Hold" and a consensus price target of $104.24.

Inspire Medical

Regal Partners Ltd Buys New Holdings in Inspire Medical Systems, Inc. $INSP

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

TMDX

TransMedics Group's stock has surged 104% over the past year, establishing itself as a leader in the organ transplant industry with a 20% market share in the U.S. Despite being labeled "overvalued," the company continues to outperform expectations. Its innovative Organ Care System (OCS) enhances organ preservation and utilization rates, while its logistics network supports efficient organ transport. The founder-led company has shown strong price appreciation since its IPO, although it faces scrutiny over management ratings and high short interest. Investors are encouraged to consider its growth potential despite valuation concerns.

nasdaq

TransMedics

TransMedics Stock Is Up 104% Over the Last Year: Is It Too Late to Buy for 2026?

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.

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 Thermo Fisher Scientific Inc. (NYSE:TMO) by 15.7% in Q3, now holding 2,141,863 shares, making it the 9th largest position in their portfolio. The firm owns about 0.57% of Thermo Fisher, valued at approximately $1.04 billion. Other institutional investors, including Vanguard and Norges Bank, have also adjusted their holdings. Analysts have set a consensus price target of $633.68 for the stock, which opened at $501.72, with a market cap of $186.38 billion and a recent EPS of $6.57, exceeding estimates.

Thermo Fisher Scentific

Thermo Fisher Scientific Inc. $TMO is Grantham Mayo Van Otterloo & Co. LLC's 9th Largest Position

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

Novo Nordisk AS

Defiance Daily Target 2X Long LLY ETF

Direxion Daily LLY Bear 1X Shares

Eli Lilly

Novo Nordisk's U.S. stock pre-market fell 11%, while Eli Lilly rose over 4% in pre-market trading. Novo Nordisk's CagriSema performed worse than Eli Lilly's Zepbound in trials

Wallstreetcn

The biotech sector is really like a roller coaster ride, with XBI seeing large capital outflows and LABU leveraged ETFs plummeting... Despite all analysts saying this sector is worth watching in 2026, why is the short-term performance so disappointing? After tasting the bitterness of volatility, I finally understand making money isn't that easy. But perhaps with more patience, we might still see a turnaround. Everyone, hold tight and keep watching.

Direxion S&P Biotech Bull 3X

Under the pressure of interest rate cuts, small-cap stocks like $SPDR S&amp;P Biotech(XBI.US) are rising much faster than large-cap stocks like $Alphabet(GOOGL.US)😂

Alphabet

Direxion Daily Googl Bear 1x Shares

Direxion Daily GOOGL Bull 2X Shares

Alphabet - C

The impact of interest rate cuts on small and mid-cap biotech stocks in the US market is immediate$Direxion S&amp;P Biotech Bull 3X(LABU.US)$SPDR S&amp;P Biotech(XBI.US)

Adjusting the portfolio again, cutting $AMD(AMD.US) in half. Chasing some $SPDR S&amp;P Biotech(XBI.US)$Direxion S&amp;P Biotech Bull 3X(LABU.US), waiting for the market to continue trading on rate cut and recession expectations.

There's already a crazy trend for 15/21 years. The funds from high-position profit-taking are sitting idle, afraid of missing out, and need to find 1-2 relatively low positions for defensive counterattacks. $PDD(PDD.US) $Meituan(MPNGY.US)$SPDR S&amp;P Biotech(XBI.US) I think they are all good.

MEITUAN

MEITUAN-WR

Meituan

Meituan HK SDR 5to1