News
The day at a glance · 3 min read
Mood · Selective
+15
Sentiment, −100 to +100
TMO Q3 Revenue
$12.14B+9.1%
Life Sciences & Diagnostics
TMO Q3 EPS (non-GAAP)
$6.68+4.3% vs consensus
Life Sciences & Diagnostics
ABT Q3 EPS (consensus)
$1.41+8.5% YoY
Medical Devices & Restructuring
Key driverLife sciences tools strength and corporate restructuring offset managed care pricing pressures
Daily briefHealthcare· Money365.Market AI ·

Abbott Spins Nutrition; TMO Beats on Pharma Demand

Thermo Fisher tops Q3 estimates while UnitedHealth raises 2027 Medicare costs; AstraZeneca posts positive Phase III eosinophilic esophagitis data

Life Sciences & Diagnostics

Bullish
01TMO
Thermo Fisher Scientific (TMO) reported Q3 2026 results beating Wall Street revenue expectations, with sales up 9.1% year over year to $12.14 billion. The life sciences company's non-GAAP profit of $6.68 per share came in 4.3% above analysts' consensus estimates. The stock gained approximately 1% following the release, a muted reaction despite the clean beat and higher full-year earnings guidance, suggesting cautious relief rather than strong conviction among investors.
02DXCM▼ -6.39%
DexCom (DXCM) reported that results from the CONNECT randomized controlled trial of its G7 continuous glucose monitoring system were published in The New England Journal of Medicine. The CONNECT study focused on adults with Type 2 diabetes who are not using insulin and assessed clinical outcomes with standalone real-time CGM. Researchers reported significant clinical benefits in glycemic control for this group when using DexCom's G7 CGM system.

Medical Devices & Restructuring

Neutral
01ABT▼ -1.89%
Abbott Laboratories (ABT) said it will spin off its nutrition business into a standalone entity. The US group said the decision addresses different investment identities and requirements, growth profiles, and innovation cycles between the nutrition unit and its other businesses. Analysts expect Abbott to report quarterly earnings of $1.41 per share for Q3, up from $1.30 per share in the year-ago period, with the earnings report scheduled for release.

Big Pharma & Biotech Pipeline

Neutral

MRNA 1-Month Gain

42.14%

FHTX Fair Value (revised)

$4.17from $6.00
01AZN
AstraZeneca (AZN) and Amgen (AMGN) reported positive Phase III results for TEZSPIRE in eosinophilic esophagitis in October 2026. The Phase III trial showed statistically significant and sustained efficacy for TEZSPIRE in patients with eosinophilic esophagitis. These data support a potential label expansion for TEZSPIRE into eosinophilic esophagitis, beyond its currently approved indications.
02PFE
Pfizer (PFE) signed a new research collaboration and license agreement with Enodia Therapeutics to develop Sec61 inhibitors. The arrangement centers on small-molecule Sec61 blockers that Enodia is advancing using its proprietary discovery platform. Under the alliance, Pfizer gains rights to discover, develop and potentially commercialize drug candidates that emerge from Enodia's Sec61 programs.
03MRNA▲ +1.54%
Moderna (MRNA) has been added to the NASDAQ-100 Index, placing the biotech company alongside some of the largest non-financial companies on the exchange. Recent trading has been strong, with Moderna's share price delivering a 42.14% one-month gain and a very large year-to-date return, pointing to powerful momentum following the NASDAQ-100 inclusion.
04FHTX
Fair value estimates for Foghorn Therapeutics (FHTX) have been reset from $6.00 to approximately $4.17, reflecting a meaningful change in how the stock is currently modeled. The move aligns with recent commentary factoring in the FHD-909 setback, the end of the Eli Lilly collaboration, and a renewed focus on earlier-stage programs and a leaner cost base.

Managed Care & Medicare

Neutral

UNH Q3 Earnings Growth

60%
01UNH
UnitedHealth Group (UNH) and Humana outlined 2027 Medicare plan adjustments that raise premiums and out-of-pocket costs for seniors. The insurers also flagged cuts to certain Medicare benefits from 2027, affecting coverage breadth and plan value for enrolled beneficiaries. UnitedHealth publicly objected to its shares being offered as tokenized stock on the OKXICE trading platform, challenging the listing. Separately, UnitedHealth's third-quarter results beat estimates, with earnings jumping 60%, attributed to tighter cost control and an Optum rebound keeping the recovery going.

Looking Ahead

Neutral
01RGNX
REGENXBIO (RGNX) outlined its clinical, manufacturing and commercialization plans for sura-vec, an investigational one-time subretinal gene therapy for wet age-related macular degeneration, during a company event featuring retina specialists and executives. The company said it expects a Q4 pivotal readout for the one-time wet AMD gene therapy candidate. Abbott's Q3 earnings report is scheduled for release, with the company approaching its nutrition spin-off announcement.

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