Healthcare

Intuitive Surgical (ISRG): Haverhill Research Report

A $450 million settlement hid a strong quarter, and competition is finally arriving. Rated Buy, Haverhill price target $550.

A talc charge wipes out J&J's reported profit as MedTech slows

Sales rose 6% to $25.4 billion and the outlook ticked up, but earnings fell to $0.09 a share and device growth slowed to 2.5%.

UnitedHealth raises its outlook for the third time this year

Adjusted earnings rose 61% to $4.69 a share as medical costs took a smaller share of premiums. Revenue was flat at $112.7 billion.

Novo Nordisk (NVO): Haverhill Research Report

The Wegovy pill is selling and guidance is up, but US price cuts cap 2027. Rated Hold, Haverhill price target $42.

ImmunityBio (IBRX): Haverhill Research Report

ANKTIVA is a real and growing product, but the stock already pays for it becoming a multi-billion-dollar franchise. Rated Hold, Haverhill price target $9.

SELLAS Life Sciences (SLS): Haverhill Research Report

A $2.5 billion bet on one leukemia trial, and the price already assumes it wins. Rated Sell, Haverhill price target $7.