Pharma & Biotech

GE Healthcare
GE Healthcare Technologies Inc. is a leading provider of medical technology, pharmaceutical diagnostics, and digital solutions. The company offers integrated solutions, services, and data analytics to advance healthcare delivery and improve patient outcomes.
Medtronic
Medtronic (MDT) is investing heavily in diabetes to expand manufacturing and advance its technology pipeline, including a partnership with Abbott on an integrated sensor.
Agilent Technologies
In Q4, Agilent completed the acquisition of BioVectra, expanding its CDMO services to include peptide synthesis and gene editing therapies, enhancing its ability to support growing therapeutic needs.
Twist Bioscience
Twist has experienced strong growth in its SynBio and NGS product lines. The Express portfolio, launched last year, includes products like Clonal genes, DNA preps, and IgG proteins, attracting new customers and increasing market share. This has also helped improve marginsAstraZeneca has announced a significant $3.5 billion investment in the United States, focusing on manufacturing and research & development (R&D).  
Royalty Pharma Equity report
Royalty Pharma recently made three significant royalty transactions. The first involves acquiring a synthetic royalty on Niktimvo, an FDA – approved treatment for chronic graft-versus-host disease (GVHD).
Teva Pharmaceuticals
Teva and Sanofi have shared positive results from the Phase 2b RELIEVE UCCD study of duvakitug, a treatment for ulcerative colitis (UC) and Crohn’s disease (CD).
ADMA Biologics
ADMA sees ASCENIV as a potential billion-dollar product with significant growth opportunities through the 2030s.
Zoetis
Zoetis has seen strong growth from Librela, a treatment for canine osteoarthritis, which has treated 1 million dogs in the U.S. and generated $55 million in quarterly sales.
CVS Health Corporation
CVS launched Simple Pay, a service for commercial customers that makes pricing clearer before visits or treatments
Dr. Reddy's Laboratories
Dr.Reddy’s Laboratories (REDY) and Nestle Health Science Limited entered a partnership in August 2024 to focus on nutraceutical products and supplements in India and Nepal, with 49% of the shares in the new subsidiary transferred to Nestle India.
Edwards Lifesciences
Edwards Lifesciences is a company that specializes in heart valves, hemodynamic monitoring, and structural heart solutions.
Cigna Group
The Medicare Advantage market is facing challenges due to factors like elevated medical costs, changes in SARS ratings, and a reset of risk-adjusted revenue streams, leading to operational disruption for some.