Healthcare

Novo Nordisk: Is The GLP‑1 Golden Age Already Behind It? (Archive)

Novo Nordisk faces eroding GLP‑1 leadership, intensifying `1qcompetition, and mounting margin headwinds.

Otsuka Holdings: New FDA‑Backed Kidney Drug Could Ignite a Multi‑Year Rally

FDA-backed kidney breakthrough and ADHD catalyst support Otsuka’s breakout despite looming patent cliffs.

Pfizer: Obesity Hype And Vaccine Policy Shocks (Archive)

Pfizer’s obesity and vaccine setbacks outweigh cheap valuation, pointing to renewed underperformance risk.

Pfizer: Adjusted EPS Masks How Bad 2026 Really Looks (Archive)

Pfizer’s 2026 earnings reality looks far uglier than headline adjusted EPS suggests.

Did Pfizer Overpay For Yet Another Acquisition? (Archive)

Pfizer’s Metsera obesity deal looks reasonably priced, but fundamentals still justify only a hold.

UnitedHealth: This Rally Is Lacking Substance; Sell Now (Archive)

Rally driven by hype, margin pressure, and legal risk makes UNH a sell.

UnitedHealth: Why This Healthcare Giant May Keep Sinking For The Rest Of The Year (Archive)

Margins and earnings are eroding while bearish price momentum shows no sign of pausing.