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Sanofi (NASDAQ:SNY) is prioritizing continued growth in Specialty Care while preparing for the loss of exclusivity of Dupixent in the early part of the next decade, according to Manuela Buxo, the company’s executive vice president and head of Specialty Care.
Speaking at a Morgan Stanley fireside ch
Pacific Biosciences of California (NASDAQ:PACB) is maintaining its existing strategy while sharpening execution around clinical genomics, cost controls and the rollout of products designed to improve sequencing economics, Chief Executive Officer Mark Van Oene said during a Morgan Stanley discussion.
Rockwell Automation (NYSE:ROK) executives said customer sentiment remains broadly positive despite inflation, tariffs and trade-policy uncertainty, with manufacturers continuing to prioritize productivity, modernization and automation investments.
Speaking at Morgan Stanley’s 14th Annual Laguna Con
Cardinal Health (NYSE:CAH) CEO Jason Hollar said the company expects fiscal 2027 to extend the broad operating momentum it generated in fiscal 2026, with all five operating segments positioned for what he described as a “constructive” period.
Speaking at the Morgan Stanley Global Healthcare Confere
Axsome Therapeutics (NASDAQ:AXSM) executives said the company is seeing accelerating prescription growth for AUVELITY following its sales-force expansion and the recent launch of the drug in Alzheimer’s disease agitation, while management expects operating expenses to remain relatively stable in the
United Rentals (NYSE:URI) executives said construction-equipment rental demand has exceeded the company’s expectations this year, led by an accelerating pipeline of large projects and supported by continued strength in specialty rental operations.
Speaking at a Morgan Stanley event, Chief Executive
Ionis Pharmaceuticals (NASDAQ:IONS) CEO Brett Monia outlined recent regulatory wins, commercial-launch progress and several pipeline updates at the Morgan Stanley Global Healthcare Conference, while acknowledging setbacks in late-stage cardiovascular studies.
Monia said the company has secured two
Intellia Therapeutics (NASDAQ:NTLA) executives outlined plans for a potential launch of its hereditary angioedema treatment, lonvo-z, while discussing the company’s ongoing Phase III program in transthyretin amyloidosis and its capital position during a Morgan Stanley event.
Chief Executive Officer
BioCryst Pharmaceuticals (NASDAQ:BCRX) is shifting its strategy toward external innovation as it seeks to expand beyond its ORLADEYO hereditary angioedema, or HAE, franchise, newly appointed Chief Executive Officer Charlie Gayer said at a Morgan Stanley event.
Gayer, who became CEO on Jan. 1, said
Arrowhead Pharmaceuticals (NASDAQ:ARWR) executives outlined early clinical data for its RNA interference dimer program, progress in the launch of plozasiran and plans for central nervous system and metabolic disease candidates during the Morgan Stanley Global Healthcare Conference.
Early Dimer Data
L3Harris Technologies (NYSE:LHX) is entering its leadership transition with an emphasis on operating execution rather than further portfolio reshaping, according to Chief Financial Officer Ken Sharp.
Speaking at a Morgan Stanley aerospace and defense conference, Sharp said new Chief Executive Offic
BioMarin Pharmaceutical (NASDAQ:BMRN) said it is progressing with the integration of Amicus Therapeutics while pursuing additional business-development opportunities, as executives outlined growth plans for newly acquired rare-disease products, VOXZOGO and several pipeline programs at Morgan Stanley
What Happened? Shares of global professional services company Accenture (NYSE:ACN) fell 3.3% in the afternoon session after Guggenheim analyst Jonathan Lee d...
NovoCure (NASDAQ:NVCR) outlined its strategy for returning its glioblastoma franchise to growth, expanding launches in pancreatic and lung cancer, and moving toward profitability during the Morgan Stanley Healthcare Conference.
Chief Executive Officer Frank Leonard said the company, founded more th
GE Vernova (NYSE:GEV) expects to reach its previously stated $200 billion backlog target early in 2027, supported by continued demand for power-generation and electrification equipment, Chief Executive Officer and President Scott Strazik said at Morgan Stanley’s Laguna Conference.
The company ended
Zoetis (NYSE:ZTS) executives said the company remains confident in its previously issued guidance despite pressure in the U.S. companion-animal market, citing a weaker pet-care environment and intensified competition in dermatology and parasiticides.
Speaking at a Morgan Stanley conference, CEO Kri
The Russell 2000 (^RUT) is home to many small-cap stocks, offering investors the chance to uncover hidden gems before the broader market catches on. However,...
