The hands-on side of health care — the machines, supplies, hospitals, clinics and insurers that deliver treatment, rather than the companies inventing new drugs.
Edwards Lifesciences Targets $2 Billion TMTT Business by 2030 as CMS Expands TAVR Access
Edwards Lifesciences outlined a structural heart growth plan that targets more than US$2 billion in transcatheter mitral and tricuspid revenue by 2030, anchored by its PASCAL, EVOQUE, and Sapien M3 technologies. The plan sits alongside updated Medicare coverage that could enable 100 to 200 additional U.S. centers to perform TAVR procedures, reinforcing the company's transcatheter ecosystem. Edwards' broader narrative projects $8.5 billion in revenue and $2.2 billion in earnings by 2029, requiring 9.3% yearly revenue growth and an earnings increase of about $1.2 billion from $979.9 million today. Three fair value estimates from the Simply Wall St Community cluster between US$91.47 and US$100.96 per share, against a $100.96 fair value that implies 14% upside to the current price. The company still faces risks around margins, tariffs, and competitive pressure in international markets.
Cigna Expands AI Care Coordination and Pharmacy Forward Programs
The Cigna Group is expanding its use of artificial intelligence to identify emerging health needs earlier and guide members toward appropriate care as healthcare costs remain elevated. Cigna expects the expanded AI-enabled care coordination capabilities to reach 20% more customers with emerging complex health needs, and says customers participating in these programs have reduced medical costs by about $2,000 annually on average, while early engagement has contributed to a 42% reduction in avoidable inpatient stays. The company is also applying AI to specialty pharmacy through Pharmacy Forward, an initiative it expects to cut average time to therapy by half while reducing clinicians' documentation time by as much as 50%. Cigna said its medical cost trend remained elevated in the second quarter of 2026, with management expecting elevated trends through 2026 and 2027, while its MCR deteriorated 130 basis points year over year. Among competitors, UnitedHealth Group plans nearly $1.5 billion in AI-related investment in 2026, and Humana is using its Agent Assist solution, built on Google Cloud AI, to speed member support.
Ensign Group Declares $0.065 Quarterly Dividend, Forward Yield 0.15%
Ensign Group has declared a quarterly dividend of $0.065 per share, in line with its previous payout. The dividend carries a forward yield of 0.15% and is payable Oct. 31 to shareholders of record as of Sept. 30, with the ex-dividend date also set for Sept. 30. The company has now announced a dividend of $0.065 for four consecutive quarters.
Yuanta sets EKH target at 5.85 baht after Bloom mental health hospital opens
Yuanta Securities issued an analysis after visiting the Bloom Mental Wellness Hospital of Ekachai Medical Care Public Company Limited, or EKH, maintaining its "Trading" recommendation and a 2027 base value of 5.85 baht using a DCF method with a WACC of 8.6% and terminal growth of 2.5%. Bloom is a premium 50-bed hospital specialising in mental health and psychiatry, in which EKH holds a 58% stake. It began services in July 2026, targeting revenue of about 25-30 million baht in 2026 before rising to more than 100 million baht in 2027 and growing to roughly 400 million baht per year within the fourth to fifth year once it reaches maturity. Net margin is expected at around 16-18%, with a project IRR of about 16-17% and a payback period of about seven years. On the 3Q26 earnings outlook, the company said revenue in July-August 2026 grew at a double-digit rate year on year, driven by its specialised medical centres covering paediatrics, cardiology and vascular care, and IVF, as well as a rising number of cash-paying patients amid outbreaks of influenza and COVID-19. Profit is expected to grow both quarter on quarter and year on year even as it recognises losses from the new hospital. The brokerage maintained its 2026 profit forecast at 248 million baht, down 5% year on year, and expects a clear recovery in 2027 profit, anticipating that Bloom hospital will reach EBITDA breakeven from 1Q27. It also expects dividend yields of 5.5% in 2026 and 6.1% in 2027.
Jana Partners Urges Cooper Companies to Replace CEO and Explore Sale
Activist investor Jana Partners has sent a letter to Cooper Companies urging the contact lens maker to pursue a sale and change its leadership, according to a Wall Street Journal report. Jana said Cooper requires an urgent overhaul to address what it called chronic underperformance and its inability to manage inventory and capital spending. The hedge fund called on the company to replace CEO Albert White, appoint a new board chair, engage with potential buyers of the contact lens business, and consider selling its fertility and medical device assets. Jana began building its stake in Cooper roughly a year ago and previously suggested the company consider strategic alternatives, including a potential combination with rival Bausch + Lomb. Cooper shares climbed 1.7% post-market Thursday on the report; they have slumped 34% year to date, and the company reduced its full-year outlook earlier this month after lowering its contact lens inventory as part of a strategic review.
MBK buys 20.03% big lot of VIH shares in push into medical business
PRG Corporation Public Company Limited, part of MBK Public Company Limited, or MBK, has acquired a big lot of 125.66 million shares in Srivichai Vejvivat Public Company Limited, or VIH, representing 20.03%, from BBTV Equity Company Limited, the largest shareholder and a company of the Rattanarak family, owner of Channel 7HD, which has held VIH shares since 2014. Two days earlier, VIH shares jumped 10.71% to close at 9.30 baht amid reports of the big lot. VIH operates four hospitals: Vichaiyut International Hospital Om Noi, Vichaiyut International Hospital Nong Khaem, Vichaiyut International Hospital Samut Sakhon, and Vichaiyut Hospital Fai Chai, along with Srivichai Vocational School, and has consistently profitable operations, paying dividends every year, with the latest dividend yield at 4.24%. The acquisition marks MBK's advance into the medical and health business. MBK has six core businesses: rice production and distribution, contract manufacturing, food courts, property and real estate development, logistics, and energy. Synergies are expected, from opening comprehensive health centers or specialized clinics in the group's shopping malls such as MBK Center, Paradise Park, and The Nine Center, to expanding medical tourism with group hotels such as Pathumwan Princess Hotel, and linking customer databases and loyalty programs across the group's businesses.
Simulations Plus Licenses ADMET Predictor to FDA Cosmetics Regulatory Science Branch
Simulations Plus announced that the U.S. Food and Drug Administration's Cosmetics Regulatory Science Branch has licensed its ADMET Predictor software platform to support computational research for modern cosmetic safety assessment. The contract expands the use of Simulations Plus technology within the FDA and underscores the growing role of predictive modeling and mechanistic science in regulatory research. ADMET Predictor combines artificial intelligence and machine learning with high-throughput pharmacokinetic modeling and predictive ADMET and toxicity assessments, giving FDA researchers a unified computational framework to evaluate both potential exposure and intrinsic hazard. The development supports the FDA's ongoing research into New Approach Methodologies. The announcement builds on Simulations Plus' 2024 research collaboration with the International Collaboration on Cosmetics Safety to evaluate physiologically based kinetic modeling approaches for animal-free safety assessment of cosmetics and other non-pharmaceutical ingredients. Chief Executive Officer Shawn O'Connor said the FDA's adoption expands the company's relationship with one of the world's leading regulatory organizations and highlights the versatility of its technology beyond pharmaceutical research.
IVF takes 24% stake in ETERNITY, pushes ahead with building a full Healthcare Ecosystem
Inspire IVF Public Company Limited, or IVF, has acquired a 24% stake in Eternity Healthcare 369 Company Limited, or ETERNITY, and the two parties have begun discussing avenues for cooperation and are preparing cross-selling to connect their customer bases and expand joint business opportunities. Kesinee Kuldilok, Chief Executive Officer of IVF, said the partnership will reinforce the strengths of both sides, since ETERNITY specialises in men's health, particularly Urology, while IVF is strong in women's health and fertility treatment, covering egg freezing, IVF and ICSI, allowing the two to extend their health services to cover both women and men more comprehensively. The company has also expanded its services under Inspire IVF in the Wellness segment, which officially opened for service early last month on the G floor of the Ploenchit Center building, while the IVF centre is located on the 5th floor of the same building. The Wellness services cover vitamin infusions, blood tests, screening for 10 types of cancer, cell age testing and Hyperbaric Oxygen Therapy, targeting premium customers, who are currently mostly foreign clients, especially from the Middle East, whose per-capita spending is higher than that of Thai customers. For its second-half 2026 plan, the company will continue to market its IVF business, and in about two weeks it is preparing to market and hold roadshows in India in both B2B and B2C formats, bringing a team of doctors along to provide consultations, while in October it plans to travel to China to tap the B2B segment further, alongside driving the Wellness business and building synergies with ETERNITY.
BillionToOne CEO Oguzhan Atay Sells Entire Directly-Held Stake for $3 Million
BillionToOne Chairman and Chief Executive Officer Oguzhan Atay sold his entire directly-held stake in the company, offloading 30,331 Class A Common Stock shares on September 14, 2026 for a total value of roughly $3 million, according to a recent SEC Form 4 filing. The disposition was primarily driven by the cash-less exercise of 24,999 options at a strike price of $2.80, with the resulting shares sold immediately, while the remaining 5,332 shares came from an account held by the reporting person's spouse. The sales were executed at a weighted average price of $99.91, and the transactions followed Rule 10b5-1 trading plans adopted by Atay on June 5, 2026 and by his spouse on June 7, 2026, removing discretionary timing from the execution. Following the sales, Atay holds approximately 157,000 shares indirectly through his spouse and retains 501,962 fully vested stock options, while the company reported second-quarter 2026 revenue of $109.4 million, up 64% year over year, and forecast full-year 2026 revenue of $450 million to $465 million, an increase of 48% to 52% compared to 2025.
Aevis Victoria H1 2026 NAV Rises 7% as Healthcare Margins Improve
Aevis Victoria reported a net asset value of CHF26.75 per share for H1 2026, up nearly 7% year-over-year and 2.3% versus the prior year-end level, while the discount to NAV remained above 50%, which management described as unprecedented in the group's history. Within the healthcare segment, Swiss Medical Network's EBITDA margin improved from 18.6% to 21.6%, and ambulatory services turned EBITDA-positive for the first time, with its margin rising from 7.1% to 11.8%. The company set a healthcare EBITDA margin target of 23% with organic growth of 2% to 3% per year, noting mature hospitals representing over 50% of the portfolio can reach more than 25% to 26% EBITDA margin while ramp-up hospitals sit at 10% to 20%. Interest expenses declined 43% year-over-year, consolidated net debt stood at CHF846 million with the bulk under Swiss Hotel Property, Swiss Medical Network's net debt-to-EBITDA was approximately 2.2x to 2.3x, and loan-to-value for the real estate business fell to 45%. Chief Financial Officer Michel Keusch cited three catalysts to narrow the discount to NAV: a next phase of value crystallization through selling stakes to strategic shareholders, including the officially announced search for strategic investors in Swiss Medical Network; enhanced investor relations with more roadshows, a Capital Markets Day and greater financial transparency; and a near-quintupling of average daily liquidity over the past two years.
Abbott Declares 411th Consecutive Quarterly Dividend of 63 Cents
Abbott's board of directors declared a quarterly common dividend of 63 cents per share, marking the 411th consecutive quarterly dividend the company has paid since 1924. The cash dividend is payable Nov. 16, 2026, to shareholders of record at the close of business on Oct. 15, 2026. Abbott has increased its dividend payout for 54 consecutive years and is a member of the S&P 500 Dividend Aristocrats Index, which tracks companies that have raised dividends annually for at least 25 consecutive years. The company, based in Abbott Park, Illinois, describes itself as a global healthcare leader with 122,000 colleagues serving people in more than 160 countries.
Beta Bionics Wins FDA Clearance for Mint Patch Pump, Trims 2026 Revenue Outlook
Beta Bionics secured FDA clearance for its Mint patch pump, marking the company's entry into the tubeless patch pump market alongside its existing iLet automated insulin delivery platform. The company also unveiled its next-generation 3D Intelligence insulin dosing algorithm, which has been submitted to the FDA through the 510(k) pathway and is currently under review. Beta Bionics lowered its full-year 2026 revenue guidance to $121-$126 million from the previous $131-$136 million, citing the possibility that prospective iLet customers may delay purchases ahead of Mint's launch, while gross margin guidance for 2026 remains unchanged at 58.5%-59.5%. The company expects to begin full U.S. commercialization of Mint in the first quarter of 2027, earlier than previously targeted, with manufacturing capacity of at least 1.5 million disposable units during the year, and expects to commercialize iLet 3D by the end of 2026 with Mint 3D launching alongside the full U.S. rollout of Mint. Mint is likely to launch exclusively through the pharmacy channel, where roughly 40% of insured U.S. lives are expected to have initial access, with coverage anticipated to expand to at least 50% within the first year. Shares of BBNX surged more than 15% following the announcement; the stock has lost 27.2% year to date, and the company currently has a market capitalization of $865.2 million.
Solventum Targets $500 Million in Annual Cost Savings Under Transform for the Future Program
Solventum Corporation is targeting about $500 million in annual cost savings through its "Transform for the Future" program, with most benefits expected in 2027 and beyond, as the company works to complete its separation from 3M. The healthcare solutions provider, which carries a Zacks Rank #3 (Hold) and a market capitalization of $15.33 billion, projects 18.3% earnings growth for 2026 and still targets operating margin expansion of 50 to 100 basis points this year despite higher tariff costs. By the second quarter of 2026, Solventum had exited nearly 70% of roughly 200 transition service agreements and migrated about 950 of 1,200 systems, and management remains on pace to exit 90% of those agreements by the end of 2026. The company delivered roughly 4% normalized organic growth in the second quarter of 2026, with Advanced Wound Care up 7.1% organically and Dental Solutions up 15.2% organically, and it plans nearly 20 new product launches through the first quarter of 2028. Solventum also disclosed that under its long-term supply agreement with 3M, the supplier holds a contractual option in 2027 to increase the cost of certain raw materials, which could create a 100-basis-point margin headwind if exercised, though the company said it is working with 3M on alternatives and owns the intellectual property rights for those materials within its field of use.
Centene Corporation reported second-quarter 2026 results showing a profitability recovery, with premium and service revenues up 4.5% year over year and adjusted EPS of $2.51 versus a loss of 16 cents a year ago. The insurer reaffirmed its 2026 adjusted EPS guidance floor above $4.80 and said its consolidated health benefits ratio improved to 89.6% from 93%. Centene expects its Marketplace business to generate a 4.5%-5% pretax margin in 2026, while its PDP business should deliver a pretax margin above 3% and Medicare Advantage moves closer to breakeven. Membership remains the main pressure point: Medicaid enrollment ended the second quarter of 2026 at 12.1 million, down 5.5% year over year, and the company projects full-year Medicaid membership to decline 8%-9% from year-end 2025. Centene raised its expected 2026 Medicaid rate increase to about 5%, which could cushion some of the impact as medical-cost trends remain in the mid-4% range.
Citi Downgrades Boston Scientific to Neutral on Competition and Cyberattack Fallout
Citi downgraded Boston Scientific to Neutral from Buy, citing the lingering aftermath of an August cyberattack and rising competition across several of its businesses. The bank cut its price target on the medical device maker to $50 from $57, implying roughly 14% upside based on the Sept. 16 close. Analyst Joanne Wuensch said Boston Scientific has been hurt this year by a more mature U.S. pulsed field ablation market with increased competition, a stagnating left atrial appendage closure market, Urology hiccups, and the cybersecurity attack, and she has revised her estimates down eight times year to date. Wuensch warned that new proposed guidelines from the Heart Rhythm Society could weigh on sales of the company's key Watchman LAAC device, projecting Watchman sales will fall 7.6% in the second half of the year followed by an 8.8% drop in 2027, and said Boston Scientific is likely to lose market share when Abbott Laboratories' Amulet LAAC launches in 2027. She added that while she is confident the company will work through its problems, the time to resolution is opaque, investor patience has run thin, and the recovery path remains unclear.
Medtronic Raises Fiscal 2027 Outlook on Strong Heart Device Demand
Medtronic raised the lower end of its fiscal 2027 profit forecast and lifted its revenue growth outlook, citing strong demand for heart devices used in complex cardiovascular procedures. The Ireland-based company raised the lower end of its adjusted per-share profit forecast to $5.94 from $5.90 while keeping the upper end at $6.00, against an analyst average of $5.95, and now expects annual organic revenue growth of 7.25% to 7.75%, up from 6.75% to 7.25% previously. First-quarter fiscal 2027 revenue reached $9.756 billion, up 13.7% both reported and organically, beating the $9.55 billion analyst consensus, with adjusted earnings per share of $1.45 topping the $1.39 estimate. Growth was broad-based across segments, with Cardiovascular revenue up 19.5%, Diabetes up 16.9%, Neuroscience up 10.3%, and Medical Surgical up 10.0%, though Medtronic said about $570 million of the quarter's growth came from an extra week in the reporting period. The guidance still includes the diabetes business, which Medtronic has said it may fully separate before fiscal year-end, though CFO Thierry Pieton said the company is not under pressure to rush that timeline.
BofA Upgrades Haemonetics to Buy on New CSL Supply Deal
Bank of America upgraded Haemonetics to Buy from Neutral on Thursday, citing a recent supply deal the blood management solutions provider signed with Australian biopharma company CSL Limited. The non-exclusive deal follows CSL's decision to terminate its plasma supply agreement with Haemonetics in 2021 and carries no minimum purchase requirements, BofA analyst Joanne Wuensch wrote. Wuensch said that in a healthy plasma market, the return of the CSL contract in the US market should provide upside to organic revenue growth, operating margins, and EPS over the next several years, and she raised her price target on Haemonetics to $123 from $92 per share. Haemonetics, based in Boston, Massachusetts, disclosed the deal last month and said it will report the financial impact on fiscal 2027 results alongside its fiscal second-quarter earnings, scheduled for November.
Southwest Mississippi Regional Medical Center Installs First U.S. Philips Rembra CT
Southwest Mississippi Regional Medical Center has become the first hospital in the United States to install the Philips Rembra CT system for acute and high-demand imaging environments, Royal Philips and the McComb, Mississippi hospital announced. The FDA 510(k)-cleared system is now in use in SMRMC's emergency and general radiology departments, where it is designed to accelerate scanning and image reconstruction and help clinicians manage high patient volumes. Philips said the Rembra CT can support up to 270 patient exams per day in throughput testing and features the largest-in-class 85 cm bore. Brent Albritton, Director of Radiology at SMRMC, said the team is already seeing faster system initialization, more efficient image selection, helpful 3D tools and easier patient positioning. SMRMC, the hub of Southwest Health, also sees an opportunity to develop cardiac CT angiography and virtual colonoscopy as its clinical programs and staffing grow.
BrightSpring Sees $200M IRA Revenue Hit to Home and Community Pharmacy
BrightSpring Health Services' Home and Community Pharmacy segment expects the Inflation Reduction Act to cut its full-year 2026 revenues by approximately $200 million, even as the company holds its estimated EBITDA impact to roughly $15 million. In the second quarter, segment revenues fell 8% year over year to $540 million, with management attributing part of the decline to an approximately $50 million IRA impact during the quarter alongside the exit from certain uneconomic customers. Home and Community Pharmacy EBITDA still increased year over year in the second quarter, which management credited to operational process enhancements and the deployment of new technologies, with technology, automation and AI, Lean initiatives and procurement improvements central to that efficiency strategy. BrightSpring estimates the 2027 IRA impact on the segment will be roughly 50% of the 2026 impact, while it pursues regulatory, payer-contracting and operational measures to mitigate the pressure. Among peers, Cardinal Health has entered fiscal 2027 facing an estimated 500-basis-point Pharma revenue headwind from IRA pricing changes but expects little to no profit impact, while CVS Health reported Pharmacy & Consumer Wellness revenue pressure from regulatory price reductions even as adjusted operating income rose more than 10% year over year.
UnitedHealth Earns Zacks Rank #2 as Earnings Estimates Hold Steady
UnitedHealth Group holds a Zacks Rank #2 (Buy), with consensus estimates pointing to earnings of $4.03 per share for the current quarter, a year-over-year change of +38%. The Zacks Consensus Estimate for the quarter remained unchanged over the last 30 days, while the $19.82 consensus for the current fiscal year, indicating a year-over-year change of +21.2%, has moved +0.6% over the same period. For the next fiscal year, the consensus estimate of $22.54 implies a change of +13.7%, having risen +0.5% over the past month. Revenue consensus stands at $111.38 billion for the current quarter, a year-over-year change of -1.6%, with $446.78 billion and $458.33 billion expected for the current and next fiscal years, changes of -0.2% and +2.6% respectively. In the last reported quarter, UnitedHealth posted revenues of $112.03 billion, up +0.4% year over year, and EPS of $6.38 versus $4.08 a year earlier, beating the consensus revenue estimate of $110.12 billion by +1.74% and the EPS estimate by +29.15%. The stock carries a Zacks Value Style Score of B, indicating it trades at a discount to its peers.
Baron SMID Cap ETF Sells Insulet Stake Over Competition and Safety Concerns
Baron SMID Cap ETF sold its position in Insulet Corporation during the second quarter of 2026, according to the fund's quarterly investor letter. The fund said it exited the tubeless automated insulin delivery maker to re-evaluate an accelerating competitive landscape and to assess a series of safety issues affecting Insulet's AID production. Insulet has over 600,000 active global customers and reported $2.7 billion in revenues in 2025, a fraction of the $19 billion worldwide type 1 diabetes market it predicts for 2028, plus an additional $12 billion type 2 market in 2028. The fund said it admires the company and its products and is keeping Insulet on its radar. Insulet closed at $140.60 per share on September 16, 2026, down 4.27% over the past month and 57.84% over the past 52 weeks, with a market capitalization of $9.75 billion and a 52-week range of $126.40 to $354.88.
DarioHealth Wins New Jersey Health Plan Contract Covering 1.5M Lives
DarioHealth secured a contract with one of New Jersey's largest health plans, representing approximately 1.5 million covered lives, through its channel partnership with Amwell. The program, which covers Dario's cardiometabolic suite and provider-backed care, is expected to launch and begin generating revenue in the first quarter of 2027. The deal marks DarioHealth's third large state health plan contract through Amwell in the past 12 months, following agreements in Arizona and Florida. The stock traded about 4% higher in Thursday pre-market hours.
Accendra Health names board member Kenneth Gardner-Smith as next CEO
Accendra Health has named board member Kenneth Gardner-Smith as its next president and chief executive officer, with the appointment expected to take effect early in Q4 2026. Gardner-Smith will succeed Edward A. Pesicka, who announced his retirement in August after more than seven years leading the company. Gardner-Smith has served on Accendra Health's board since March 2022 and is currently CEO of Veritas Veterinary Partners, where he has led a strategy reset and executive rebuild since 2024.
Aethlon Medical to merge with North Immunology in all-stock deal
Aethlon Medical has agreed to an all-stock merger with North Immunology, sending its shares up 346% in premarket trading on Thursday. The transaction, approved by both boards, is expected to close in the first quarter of 2027. The merger and a concurrent private placement are expected to provide approximately $180M in gross proceeds and to position the combined company to advance development of NOR-101, a half-life extended IL-13 x IL-18 bispecific antibody being developed for atopic dermatitis and other immune-mediated diseases. Under the merger agreement, pre-merger Aethlon stockholders are expected to own about 4.75% of the combined company, while pre-merger North Immunology stockholders are expected to own about 95.25%, giving the combined company a pro forma equity value of roughly $346.5m inclusive of the private placement. Upon completion, the combined entity will operate as North Immunology, Inc. and trade on the Nasdaq Capital Market under the new ticker symbol NRTX.
SUSMED's Blockchain Clinical Trial System Powers World's First Drug Approval
SUSMED, a Japanese company that develops therapeutic apps and clinical trial support systems, announced on September 16 that a drug tested in a clinical trial using its blockchain-based system has received domestic manufacturing and marketing approval. According to the company's research, this is the world's first drug approval based on the results of a corporate-sponsored clinical trial that used blockchain. The approved drug is Uekix Tablets, indicated for excessive daytime sleepiness associated with narcolepsy and obstructive sleep apnea syndrome, among other conditions. Viatris Pharmaceuticals obtained the approval, and SUSMED provided the system for the domestic clinical trial. SUSMED's SourceDataSync uses blockchain technology for data verification, checking whether records of patients' conditions and drug effects match the original records at medical institutions, with the aim of reducing manual confirmation work and data entry at medical institutions while maintaining the reliability of the records. Leading up to this approval, SUSMED conducted verification under the government's regulatory sandbox program, and in December 2020 received a response from the Ministry of Health, Labour and Welfare that blockchain-based data verification could replace conventional work. This was followed by a trial that began in November 2022, and in January 2023 the system was adopted for a trial in a different target disease. The key point this time is that a technology still in the verification stage was used in a clinical trial that led to drug approval, and SUSMED says that a separate comparative study showed a reduction in man-hours for clinical trial confirmation work and other tasks.
IDEXX Expands Faecal Dx Antigen Testing Platform in UK with Taeniid Tapeworm Detection
IDEXX Laboratories announced the expansion of its Faecal Dx antigen testing platform in the United Kingdom to include taeniid tapeworm, covering Taenia and Echinococcus species. The company said the test is proven to detect up to twice as many intestinal parasite infections earlier than faecal flotation alone, delivering broader parasite detection in a single test for both wellness and sick-pet care. Since launching in 2012, more than 50 million Faecal Dx antigen tests have been run worldwide, and with this addition the platform now detects seven of the most clinically relevant intestinal parasite groups, including hookworm, roundworm, whipworm, flea tapeworm, taeniid tapeworms, Cystoisospora and Giardia in select panels. Taenia and Echinococcus species are recognized by the European Scientific Counsel Companion Animal Parasites as clinically important, and ESCCAP identifies Echinococcus species as one of the three key parasite groups requiring preventive control in dogs and cats due to its zoonotic risk. Current Faecal Dx antigen testing panels and profiles for IDEXX Reference Laboratories customers in the United Kingdom now include taeniid tapeworm detection at no additional cost, and results returning positive for taeniid tapeworms will automatically initiate a complimentary follow-up Echinococcus RealPCR test.
Asia Plus maintains Buy on PR9 with 23 baht target, citing strong 3Q69 momentum
Asia Plus Securities assessed PR9, noting that revenue from July to August grew 5-6% YoY, supported by Thai patients with influenza, COVID-19, and complex cases. Meanwhile, revenue from foreign patients rose 3-4% YoY on higher revenue per bill, particularly from Qatar and Myanmar, reflecting strong 3Q69 momentum. Combined with the absence of special expenses, this supports a recovery in net profit margin from 1Q69 and 2Q69. The company has begun offering Bi-Plane Angiography and HBOT services to accommodate complex cases, with additional depreciation of only 1 million baht per quarter. It will also add ICU and CCU beds in 4Q69 to support bed occupancy above 70%, as well as rising complex cases and strokes. On expanding its foreign patient base, the China market will focus on Premium IVF, while Indonesia is preparing to resume marketing late this year, with results expected to begin showing early next year. There is also upside from the opportunity to resume cooperation with Garuda airline. The research team maintains its 2026 net profit forecast at 842 million baht, up 2.3% YoY, on hospital revenue of 5,445 million baht, up 5.1% YoY, and keeps its Buy recommendation with a 2027 fair value of 23.00 baht. As for the EDGNEX Data Center, a joint venture between a Dubai capital group and PROEN, located next to Building B of Praram 9 Hospital, it has not yet received a license or begun operations. Although there are concerns about heat and electricity costs, there is still insufficient information to assess the impact, so it bears continued monitoring.
Ramsay Santé unveils Connecting Care 2030, targets 3% annual growth by FY2029
Ramsay Santé Group unveiled "Connecting Care 2030," a new four-year strategic roadmap, at its 2026 Capital Markets Day in Paris. The plan targets revenue growth of between 2.0% and 3.0% in FY2027 with a stable EBITDA margin versus FY2026, and revenue growth of approximately 3.0% per annum with gradual EBITDA margin improvement by FY2029, alongside gross capex of about 4.0% of revenue on average over the FY2027 to FY2029 period. The group also targets continued deleveraging, with net debt to EBITDA on a pre-IFRS basis below 4.0x. The strategy rests on five pillars: strengthening the integrated and accessible healthcare offering, embracing digital transformation, active portfolio and contract management, continued cost initiatives, and accelerating profitable growth through new revenue streams. Separately, majority shareholder Ramsay Health Care, which holds 52.79% of Ramsay Santé Group, has announced its intention to distribute its entire stake to its own shareholders through an in-specie distribution expected in December of this year, and Ramsay Santé has applied for a foreign exempt listing on the Australian Securities Exchange through CHESS Depository Interests. Crédit Agricole Assurances, which holds 39.82% of the group, has reaffirmed its commitment as a long-term shareholder.
MindMaze Therapeutics to Launch MindMotion Lite for Home Neurorehabilitation by End of 2026
MindMaze Therapeutics announced the launch of MindMotion Lite by the end of 2026, a tablet-based solution that brings the full range of MindMotion neurotherapeutic activities into the home. The new product delivers all neurotherapeutic activities available on MindMotion GO through a tablet, significantly reducing the hardware requirements for home deployment while retaining full-body rehabilitation capabilities and supporting teleconsultation and remote management. CEO Zach Henderson said the AHA/ASA guidelines updated in August 2026 emphasize sufficient rehabilitation intensity and continuity of care after stroke, yet access to continued neurotherapy after patients return home remains a critical gap, and MindMotion Lite is designed to help close it. The company said the tablet-based format is designed to enhance patient experience, streamline distribution, and reduce home deployment costs compared with MindMotion GO, supporting a more scalable and capital-efficient expansion of its home-based offering. MindMaze Therapeutics will preview MindMotion Lite at upcoming clinical, healthcare and investor conferences, with further details on commercial availability and launch markets to be shared closer to launch.
GE HealthCare Reportedly in Talks for $1 Billion Sofie Biosciences Deal
GE HealthCare Technologies Inc. is reportedly discussing a possible $1 billion acquisition of Sofie Biosciences, according to Reuters, which reported the talks on September 13 citing the Financial Times and people familiar with the matter. Reuters said it could not independently verify the report and no agreement was confirmed. The two companies already have an existing relationship: under an October 2023 agreement, GE HealthCare licensed global rights to Gallium-68 FAPI-46 and rights outside the United States to Fluorine-18 FAPI-74, while Sofie retained U.S. clinical-development and commercialization rights to F-18 FAPI-74. Those investigational radiotracers target fibroblast activation protein for positron emission tomography scans, and Sofie said in January that seven radiopharmacies were producing F-18 FAPI-74. Sofie also announced in February the first patient dosed in its Phase 3 pancreatic-cancer imaging study, alongside a gastroesophageal-cancer study that had dosed its first patient in December 2025. Reuters' report did not disclose Sofie's revenue, operating profit, cash generation, or financing terms, leaving the reported price unassessable against sustainable returns.
Boston Scientific Recalls LUX-Dx Cardiac Monitor Over Delayed AF Alerts
Boston Scientific has initiated a voluntary global recall of its LUX-Dx Insertable Cardiac Monitor System and software over delays in atrial fibrillation Burden Alerts. The recall targets multiple versions of LUX-Dx hardware and associated software that may postpone detection alerts for atrial arrhythmias used in patient monitoring, and the US FDA has taken enforcement interest in the action. Boston Scientific is a US-based medical equipment group with a market cap of about $63.6b that builds devices used in interventional procedures across cardiology and other specialties. The company said the LUX-Dx software recall leans directly into regulatory and product lifecycle risk already flagged in its narrative, alongside earlier device recalls and the ACURATE valve discontinuation, and puts more weight on the risk that continual product refresh and acquisition integration can introduce operational setbacks. The key question for investors is whether the LUX-Dx issues stay contained within a niche cardiac monitoring segment or start to cloud physician confidence and hospital purchasing decisions across cardiology, where Boston Scientific is working to support growth and margins.
Cencora Tech Chief Says AI Halves Some Medical Treatment Decisions
Cencora is using artificial intelligence to roughly halve the time it takes to make some medical treatment decisions, according to the company's global chief data and information officer, Pawan Verma. Speaking with WSJ Leadership Institute President Alan Murray at the WSJLI Technology Council Summit, Verma described a retinal oncology use case in which doctors analyze large volumes of imaging data to determine treatment. He said Cencora is helping cut a decision process that can take 30 to 90 days roughly in half, speeding access to treatment.
UnitedHealth's turnaround is proceeding largely on plan, but commercial health plan medical costs are running modestly above the 11% the company had been expecting, while Medicare costs are tracking below its roughly 10% estimate for 2026 and Medicaid trend is broadly in line. Management credits benefit design, care management, network curation and a lighter respiratory season for Medicare landing below plan, and attributes the commercial overrun to the independent resolution process under the No Surprises Act, which it calls ineffective. On its earnings call, management said IDR dispute awards contributed approximately 50 basis points of incremental medical cost trend in 2026 and now account for at least 100 basis points of total cost, with roughly 60% of all arbitration cases brought by just five entities and average payouts to out-of-network providers now 11 times what Medicare would pay. The elevated trend has pushed the timeframe for full commercial margin recovery past 2027, which management calls a delay rather than a setback, and it still expects Medicaid margins to stay pressured for 2026. UnitedHealth lifted 2026 adjusted earnings per share guidance to $19.50 to $20 and reaffirmed its 13%-16% long-term growth rate, though its operating margin over the last twelve months, at 4.8%, remains below its three-year average of 7.1%.
Cardinal Health Sees IRA Pricing Changes as Fiscal 2027 Pharma Revenue Headwind
Cardinal Health expects the annualization of 2026 Inflation Reduction Act price changes and the implementation of 2027 changes to create a revenue headwind for its Pharma business in fiscal 2027 comparable to the roughly 500-basis-point hit it took in the fourth quarter, though management expects no adverse profit impact. In the fourth quarter, IRA-related WACC changes represented an approximately 500-basis-point headwind to Pharma revenues, roughly offsetting a similarly sized GLP-1 tailwind. Management said the company aims to keep being compensated for the services it provides rather than absorbing the economics of regulatory changes, and pointed to the durability of its core distribution business, a major GMPD renewal and an extended Kroger relationship as sources of commercial stability. Among peers, BrightSpring Health Services expects the IRA to cut Home and Community Pharmacy revenues by approximately $200 million in 2026, or about $50 million per quarter, with an estimated EBITDA impact of only $15 million for the full year, while in Specialty and Infusion it sees roughly $175 million of revenue pressure and essentially no EBITDA impact. CVS Health did not separately quantify the IRA's specific margin impact, but said Pharmacy & Consumer Wellness revenues were pressured by regulatory-related price reductions on certain drugs, generic introductions and reimbursement pressure, even as adjusted operating income rose more than 10% year over year. Cardinal Health shares have gained 13.2% so far this year, and the Zacks Consensus Estimate for its fiscal 2027 earnings implies an 11.5% rise from the year-ago reported number.
Intuitive Surgical Wins CE Mark for da Vinci SP in Transvaginal Gynecologic Procedures
Intuitive Surgical announced that its da Vinci SP surgical system received CE mark approval in Europe for transvaginal gynecologic procedures, the platform's first such indication globally. The authorization expands the SP system's approved applications in women's health and extends its natural orifice surgery portfolio beyond transoral and transanal procedures, supporting the company's strategy of growing the platform through new indications rather than relying solely on new system placements. The approval could help increase utilization of the existing da Vinci SP installed base across Europe, a key driver of recurring revenue through instruments, accessories and service revenue. During its second-quarter 2026 earnings call, management highlighted that SP procedures surged 61% year over year, driven by expanded indications, new instrumentation and broader adoption, while the company placed 38 SP systems in the quarter, up from 23 a year ago, taking the global installed base to 445 systems. Intuitive Surgical also noted that more than 1,000 peer-reviewed publications support the safety and efficacy of the da Vinci SP platform.
AT&T Partners With LifeMD to Offer Free Virtual Health Care to Over 100 Million Customers
AT&T Inc. has partnered with LifeMD, Inc. to give its eligible wireless and fiber customers complimentary access to virtual care and pharmacy services. Under the agreement, more than 100 million eligible AT&T customers will receive a LifeMD membership worth $228 annually, with the regular $19 monthly fee waived. The benefit is offered through AT&T's &More program, and customers must enroll to activate the complimentary membership, paying only for the visits, prescriptions, or other services they use. The rollout will initially cover about 29 million AT&T customers in 11 states and is expected to expand nationwide in January 2027. The initiative supports AT&T's efforts to broaden customer benefits and strengthen engagement as demand for telemedicine grows, amid competition from Verizon Communications, Inc. and T-Mobile US, Inc., which are advancing their own AI-powered and 5G healthcare offerings.
Alluvium Global Fund Lifts McKesson Stake to 6.8% After Q2 Letter
Alluvium Asset Management raised its stake in McKesson Corporation to 6.8% of the Conventum – Alluvium Global Fund, according to the fund's second-quarter 2026 investor letter. The fund said McKesson, the Irving, Texas-based drug distributor, fell 12.6% in the quarter even though its full-year results came in perfectly in line with expectations, and management gave strong guidance for next year's earnings while reiterating 13%-16% long-term growth expectations. After feeding those numbers through its model, Alluvium said its valuation rose 18%, and with the share price trading below that level it bought a little more. McKesson closed at $899.56 per share on September 15, 2026, returning 5.37% over the past month and 29.95% over the past 52 weeks, with a market capitalization of $106.21 billion and a trading range of $687.68 to $999.00. The fund itself declined 1.4% in EUR terms, 2.2% in USD terms and 3.9% in AUD terms in the quarter, a period it described as a sharp shift from geopolitical uncertainty and oil market volatility to an equity rally led by semiconductor companies.
CVS Trades Near $94, 19% Below $116 Analyst Target After Guidance Raise
CVS Health is trading near $94, a 19% discount to the $116.28 average analyst price target and roughly 50% below the $141.05 base-case one-year target in 24/7 Wall St.'s own valuation model. Management raised full-year 2026 adjusted EPS guidance to a range of $7.90 to $8.10 from $7.30 to $7.50 and lifted operating cash flow guidance to at least $11.5 billion. Second-quarter 2026 adjusted EPS of $2.58 beat consensus by 37.97%, and Aetna's medical benefit ratio improved to 87.4% from 89.9%. Full-year 2026 consensus EPS has drawn 22 upward analyst revisions and zero downward revisions over the trailing 30 days. The bull case rests on Aetna's margin recovery proving durable, while PBM re-regulation, 340B pressure, and drug pricing rules remain the sharpest threats to the thesis. The next checkpoint is third-quarter 2026 earnings, expected November 4, 2026, a date not yet confirmed by the company.
Stryker Launches Prophecy Surgical Planning for Incompass and Hoffmann LRF smartHEX at AOFAS 2026
Stryker announced at the 2026 American Orthopaedic Foot & Ankle Society Annual Meeting in Seattle that it is launching Prophecy Surgical Planning for the Incompass Total Ankle System and introducing Hoffmann LRF smartHEX. Prophecy Surgical Planning, which has supported patient-specific planning for more than 100,000 ankle cases over 14 years, is now available with the Incompass Total Ankle System, giving surgeons access to 3D visualization and both resect-through and pin-through fixation options within a single connected platform. The Incompass Total Ankle System was created using insights generated through Prophecy and SOMA, Stryker Orthopaedic Modeling and Analytics, incorporating real-world anatomy and surgical planning into the implant design. Hoffmann LRF smartHEX expands Stryker's limb reconstruction portfolio with new rings, struts and frame components along with a mobile app and reimagined planning software designed to enhance frame versatility and support connected care. Adam Jacobs, vice president and general manager of Stryker's Foot & Ankle business, said bringing Prophecy to Incompass combines patient-specific planning with the company's newest total ankle system, helping surgeons make more informed decisions before they enter the operating room. Attendees can experience both technologies and Stryker's full Foot & Ankle portfolio at AOFAS 2026, booth #601.
Milestone Scientific Adds Pain and Spine Specialists and Dr. Sudhir Rao as CompuFlo Development Partner
Milestone Scientific Inc. announced that Sudhir Rao, M.D., Medical Director of Pain and Spine Specialists, and Pain and Spine Specialists have joined the company as a development partner and member of its CompuFlo Advisor Program. Pain and Spine Specialists is a multi-state interventional pain management organization with 22 locations across Maryland, Pennsylvania, Virginia and Florida. The practice's footprint aligns with two strategically important Medicare Administrative Contractor regions for Milestone: its Maryland and Pennsylvania presence falls within Medicare Jurisdiction L, administered by Novitas Solutions, while its Florida locations fall within Medicare Jurisdiction N, administered by First Coast Service Options. As a development partner, Dr. Rao and his team will provide feedback on clinical workflows, product functionality, physician and staff experience, training, future applications and ongoing product development. Milestone said the relationship is expected to contribute real-world clinical experience and physician engagement as it pursues its longer-term reimbursement strategy, including its journey toward establishing Category I CPT status for objective epidural confirmation.