INDUSTRY RESEARCH HUB
Healthcare Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the healthcare industry.
Foreign research
20 August 2026 Zhihan Ma, CFA US Retailing Broadlines & Hardlines Walmart Inc Jeremy Miles, CFA Rating Outperform Price Target WMT 142.00 USD Quick Take: Walmart 2Q27 - WMT US comp weak as expected; buy on weakness? …
Quick Take: CSPC 2Q26 a solid beat on sales and licensing; mRNA strategy under the spotlight2026-08-20 · Bernstein20 August 2026 Rebecca Liang, Ph.D. China Pharma and Biotech CSPC Pharmaceutical Group Ltd Ellie Li Rating Market-Perform Price Target 1093.HK 10.70 HKD Quick Take: CSPC 2Q26 a solid beat on sales and licensing; mRNA strategy under the spotlight …
Fisher & Paykel Healthcare Corp. Ltd. | Asia Pacific: An underlying FY27 upgrade2026-08-20 · Morgan StanleyFisher & Paykel Healthcare Corporation Ltd (FPH.NZ): 1H27 trading update lifts FY27 guide2026-08-20 · CitiJiangsu Hengrui Pharmaceuticals (1276.HK/600276.SS): Slower Innovative Drugs Sales Growth in FY262026-08-20 · CitiBangkok Dusit Medical Services (BDMS.BK): Briefing Takeaways: Revenue Growth Accelerating into 3Q26, Scaling Non-Hospital Segment2026-08-20 · CitiPrecision Medicine delivering; key catalysts ahead2026-08-20 · Morgan StanleySonic Healthcare Ltd | Asia Pacific Organic growth remains modest2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Idea August 20, 2026 02:12 PM GMT Morgan Stanley Australia Limited+ Sonic Healthcare Ltd | Asia Pacific David L Bailey Equity Analyst Organic growth remains modest Peter Niu Research Associate …
Risk Reward Update2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:36 PM GMT Morgan Stanley Asia Limited+ CSPC Pharmaceutical Group | Asia Pacific Alexis Yan, CFA Equity Analyst Risk Reward Update What’s Changed …
Telix Pharmaceuticals Ltd ADR (TLX.O): Adding Upside 30-Day Catalyst Watch2026-08-20 · CitiTelix Pharmaceuticals Ltd (TLX.AX): Adding Upside 30-Day Catalyst Watch2026-08-20 · CitiAsahi Intecc (7747.T): Product competitiveness driving rise in global market share - reiterating Buy, top medtech pick2026-08-20 · CitiQuick Take: Sino Biopharm 1H26 beat led by innovative drug sales and license income2026-08-19 · BernsteinEli Lilly & Co.: 2Q26 First Take2026-08-05 · Morgan StanleyM Update August 5, 2026 11:57 AM GMT Eli Lilly & Co. | North America Morgan Stanley & Co. LLC Terence C Flynn, Ph.D. Equity Analyst 2Q26 First Take Alexander Yevdokimov, Ph.D. Research Associate LLY posted a top and bottom line beat vs. cons; Mounjaro, …
Bayer AG: Fundamentals stronger, litigation de-risking still central2026-08-05 · Morgan StanleyM Idea August 5, 2026 03:36 AM GMT Bayer AG | Europe Morgan Stanley & Co. International plc+ Thibault Boutherin Equity Analyst Fundamentals stronger, litigation de-risking still central We reiterate OW on Bayer as Q2 results have confirmed …
Fresenius Medical Care AG: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 03:30 AM GMT Morgan Stanley & Co. International plc+ Fresenius Medical Care AG | Europe Aisyah Noor Equity Analyst Risk Reward Update Fresenius Medical Care AG (FMEG.DE, FME GR) What’s Changed Healthcare Services | Germany …
Smith & Nephew PLC: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 03:30 AM GMT Morgan Stanley & Co. International plc+ Smith & Nephew PLC | Europe Aisyah Noor Equity Analyst Risk Reward Update Smith & Nephew PLC (SN.L, SN/ LN) What’s Changed Medical Devices | United Kingdom Smith & Nephew PLC (SN.L) …
Primary-source evidence
UnitedHealth Group reported Q2 2026 revenues of $112.0 billion, flat year-over-year, with operating earnings of $8.0 billion, up 55%. Diluted EPS was $6.04. Six-month operating cash flow was $20.0 billion.…
10-Q2026-08-05 · SEC EDGAR · 10-QCVS Health reported Q2 2026 revenues of $106.1B, up 7.3% YoY, and net income of $2.98B, up 191.8% YoY, driven by improved segment performance and absence of prior-year legacy litigation charges.…
ASTRAZENECA LICENSES NOVEL EGFR INHIBITOR2026-07-14 · SEC EDGAR · 6-KAstraZeneca entered an exclusive global license agreement with Dizal Pharmaceutical for Zegfrovy (sunvozertinib), a novel oral EGFR inhibitor for lung cancer. Zegfrovy is approved in the US and China for NSCLC with EGFR exon 20 insertion mutations.…
10-Q2026-05-06 · SEC EDGAR · 10-QCVS Health reported Q1 2026 revenues of $100.4 billion, up 6.2% YoY, and net income of $2.96 billion, up 65.9%. Operating income rose 38.7% to $4.68 billion, driven by improved Health Care Benefits performance and absence of prior-year charges.…
10-Q2026-05-05 · SEC EDGAR · 10-QUnitedHealth Group reported Q1 2026 revenues of $111.7 billion, up 2% year-over-year, with net earnings of $6.48 billion and diluted EPS of $6.90. The medical care ratio improved to 83.9%.…
10-Q2026-05-05 · SEC EDGAR · 10-QVertex Pharmaceuticals reported Q1 2026 total revenues of $2.99 billion, up 8.2% year-over-year, driven by growth in TRIKAFTA, ALYFTREK, CASGEVY, and JOURNAVX. Net income rose 59.6% to $1.03 billion. R&D expenses decreased slightly, while SG&A increased.…
10-Q2026-05-01 · SEC EDGAR · 10-QBoston Scientific reported Q1 2026 net sales of $5.203 billion, up 11.6% year-over-year, with organic growth of 9.4%. Net income attributable to common stockholders surged 98.8% to $1.341 billion.…
Questions this evidence can help answer
- Which healthcare companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?