Regeneron and DexCom lead healthcare sector in July as Moderna and managed-care stocks retreat

Industry
โดย Seeking Alpha·Read original
Summary · why it matters

The healthcare sector gained about 2.45% in July, outperforming the broader S&P 500 which slipped around 0.12%. Regeneron Pharmaceuticals was the biggest winner, climbing 22.08%, followed by DexCom which gained 21.19% after its Q2 earnings beat and raised full-year guidance, and Baxter International which advanced 20.61%. Moderna was the biggest detractor, dropping 24.39%, while Intuitive Surgical fell 12.19% and managed-care insurers Humana, Elevance Health, and Centene also finished among the weakest performers. Earnings-driven gains in pharmaceuticals and medtech contrasted with weakness in managed-care insurers and vaccine makers.

Impact on stocks 19

Biotech & Genomic Medicine± Mixed · 11 stocks
Moderna Inc
MRNA
▼ NegativeCapitalrelevance

Moderna dropped 24.39% in July, likely due to earnings or vaccine demand concerns, but article only reports the decline.

Regeneron Pharmaceuticals Inc
REGN
▲ PositiveCapitalrelevance

Regeneron climbed 22.08% in July, likely driven by earnings or pipeline news, but article only reports the gain.

DexCom Inc
DXCM
▲ PositiveCapitalrelevance

DexCom gained 21.19% after Q2 earnings beat and raised guidance.

Health Care▼ · 3 stocks
Centene Corp
CNC
▼ NegativeCapitalrelevance

Centene was among weakest performers in managed-care insurers.

Elevance Health Inc
ELV
▼ NegativeCapitalrelevance

Elevance Health was among weakest performers in managed-care insurers.

Aging Population± Mixed · 2 stocks
Humana Inc
HUM
▼ NegativeCapitalrelevance

Humana was among weakest performers in managed-care insurers.

Robotics & Physical AI▼ · 1 stocks
Intuitive Surgical Inc
ISRG
▼ NegativeCapitalrelevance

Intuitive Surgical fell 12.19% in July, likely due to earnings or sector rotation, but article only reports the decline.

Artificial Intelligence▲ · 1 stocks
Cloud & Digital Infrastructure▲ · 1 stocks
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