Fresenius Medical Care runs 3,513 dialysis clinics treating about 290,000 patients, and under Giza it finished a programme that took about €1.2 billion out of its cost base. The change comes with five days' notice…
Option Care gives infusion drugs at home and in clinics instead of hospitals, a channel insurers favour because it costs less. McKesson, which already distributes specialty drugs, gains a stake in the provider that…
The advance was narrow: the report notes only about 25% of S&P 500 companies were trading above their 50-day average, and smaller companies fell on the day. Index gains are coming from AI chipmakers and from power…
Information Technology · Utilities · Health CareYahoo Finance ↗
The move in French debt matters most to banks and insurers that hold it and to French companies whose borrowing costs follow the sovereign; it reverses part of the sell-off that took the CAC 40 to a six-month low on…
The increase answers activist investor Palliser Capital, which argued the first price undervalued the company and asked for at least €60 a share; the new terms are still well below that, so minority holders now choose…
Epcoritamab, sold as EPKINLY in the US and Japan and TEPKINLY in the EU, is approved so far for lymphoma that has returned after earlier treatment. A first-line label would open a much larger group of patients, and…
The split shows the bond selloff is now a country story inside Europe. Higher French government yields raise funding costs for French banks, insurers and heavily indebted companies and lower the value of the sovereign…
These are the first US deals to launch in the fourth quarter, and both are small, clinical-stage companies with no product revenue: the money funds trials. TRex Bio's lead programme has topline data due in mid-2027 and…
An empty week means no underwriting fees for the banks that run US listings and no new supply for funds that buy them. Renaissance's IPO Index was up 16.4% for the year at October 1 against 13.0% for the S&P 500, so…
Fewer and smaller deals cut equity underwriting fees for investment banks and delay exits for private-equity and venture backers. Renaissance tied the slowdown to concerns about AI spending, a 19-year high in bond…
Full ownership means Fresenius keeps all of mAbxience's profit instead of sharing 45% with minority holders, and controls its biosimilar pipeline and manufacturing capacity outright within its Kabi division. The price…
The pulled deal followed Holtec Nuclear's suspended and later withdrawn IPO and Bamboo Insurance's delayed listing, a sign that a spike in bond yields and fears of more Federal Reserve rate hikes had narrowed the…
The 17 largest companies had all signed pricing and manufacturing agreements by August 31, so they import at 0%. The exposure now falls on smaller and mid-sized branded drugmakers and biotechs that import finished…
With the ECB raising rates and the SNB at zero, the rate gap favours the euro over the franc, easing currency headwinds for Swiss exporters that book costs in francs and sell abroad, such as Novartis, Roche, Nestlé…
Medicaid is a low-margin channel for branded drugmakers because of existing mandatory rebates, so the revenue effect of matching overseas prices there is smaller than the same step would be in Medicare or commercial…
A shutdown delays payments and new awards for companies that sell to the federal government, chiefly defence and aerospace contractors, government IT and consulting firms, and health-care companies paid through federal…
A shrinking payroll count alongside inflation above 3% sharpened the Fed's dilemma between supporting jobs and containing prices. Weaker hiring hits consumer-facing retailers and restaurants through slower income…
Consumer Discretionary · Financials · Health CareFox Business ↗
Novo Nordisk is among the largest companies listed in the Nordic region, so its guidance carries weight in European health-care indices on its own. The exposure is US obesity-drug volumes and net prices after rebates…
By delivering the EU's side of the deal, the agreement supports the 15% US tariff ceiling that matters most for European carmakers such as Volkswagen, BMW, Mercedes-Benz and Stellantis, and the exclusions that keep…
The delay gives European software and industrial groups that build AI into their products, such as SAP, Siemens and Dassault Systèmes, as well as medical-device makers, more time and lower near-term compliance…
Information Technology · Communication Services · Health CareCouncil of the EU ↗
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