For the past two years, the U.S. healthcare sector has been the forgotten stepchild of the equity markets. As the S&P 500 (SPX) surged on the back of an artificial intelligence gold rush and a resilient tech economy, healthcare investors were left nursing a "double-digit hangover." In 2024,
Date: January 13, 2026 Introduction Amgen Inc. (NASDAQ: AMGN) finds itself at a historic crossroads. Long regarded as the "blue-chip" anchor of the biotechnology sector, the Thousand Oaks-based giant is currently attempting one of the most ambitious pivots in its 45-year history. While the company has built its multi-billion-dollar empire on bone health, oncology, and [...]
As of January 13, 2026, Johnson & Johnson (NYSE: JNJ) stands at a pivotal juncture in its nearly 140-year history. Once a sprawling conglomerate synonymous with baby shampoo and Band-Aids, the "New J&J" has emerged from the 2023 spin-off of its consumer health division, Kenvue, as a lean, high-margin healthcare powerhouse. Today, the company is [...]
Value investing has created more billionaires than any other strategy, like Warren Buffett, who built his fortune by purchasing wonderful businesses at reasonable prices.
But these hidden gems are few and far between - many stocks that appear cheap often stay that way because they face structural issues.
As the 44th Annual J.P. Morgan Healthcare Conference concludes in early January 2026, Moderna, Inc. (NASDAQ: MRNA) finds itself at a critical crossroads. Once the darling of the pandemic era, the biotechnology giant is now grappling with a stock price that has settled into a volatile range between $33.
Pfizer shared new trial data showing its cancer drug combo helped shrink tumors more often than standard treatment in advanced colorectal cancer patients at a major oncology meeting.
As the calendar turns to 2026, Alnylam Pharmaceuticals (Nasdaq: ALNY) stands at the threshold of a new era. Once a speculative pioneer in the arcane world of RNA interference (RNAi), the Cambridge-based company has matured into a biopharmaceutical titan with a market capitalization exceeding $50 billion. Today, Alnylam is no longer just a "biotech story"; [...]
There were 1,399 unusually active options in Thursday’s trading. Pfizer’s March 20 $29 put had the highest Vol/OI ratio at 210.16. In the money by 12.8%, it sets up for a couple of different trading strategies.
Olema Pharmaceuticals (NASDAQ:OLMA) has become the latest focal point of biotech volatility and executive opportunism. Following a staggering 300% surge in its share price over the past year—fueled by a "rising tide" effect in the breast cancer treatment market—top insiders have begun offloading significant portions of their
As the first full week of 2026 unfolds, the pharmaceutical landscape is witnessing a seismic shift led by the Danish healthcare giant Novo Nordisk (NYSE: NVO). On January 5, 2026, the company officially launched the oral version of its blockbuster weight-loss drug, Wegovy, in the United States. This move marks
As of January 9, 2026, Eli Lilly and Company (NYSE:LLY) has transitioned from a stalwart of the American pharmaceutical industry to a global financial phenomenon. Having recently crossed the historic $1 trillion market capitalization threshold in late 2025—the first pure-play pharmaceutical company to do so—Lilly is no longer just a drugmaker; it is a macroeconomic [...]
In a move that signals the end of an era for independent mRNA pioneers, BioNTech SE (Nasdaq: BNTX) has officially completed its acquisition of longtime rival CureVac N.V. (Nasdaq: CVAC). The finalization of the deal on January 6, 2026, marks the conclusion of a complex multi-stage merger that saw
Today’s Date: January 9, 2026 Introduction As we enter the first weeks of 2026, Moderna, Inc. (NASDAQ: MRNA) finds itself at a defining crossroads. Once the poster child for the biotech boom of the early 2020s, the Cambridge-based pioneer has spent the last 24 months attempting to shed its image as a "pandemic-only" play. After [...]
In a landmark shift for the American economy, the U.S. trade deficit has plummeted to its lowest level in 17 years, signaling a profound transformation in global supply chains and domestic production. According to data released today, January 8, 2026, by the U.S. Census Bureau and the Bureau
As of January 8, 2026, the global financial landscape is undergoing a seismic shift driven by President Trump’s latest round of "tariff salvos." These aggressive trade policies, which dominated the legislative and executive agenda throughout 2025, have reached a critical juncture. While the administration frames these duties as essential
On January 8, 2026, the U.S. Bureau of Economic Analysis and the Census Bureau released a landmark report revealing that the nation’s trade deficit has narrowed to its lowest level since the height of the Great Recession in 2009. Driven by a 39% plunge in the trade gap
