1 day ago
Spyre Therapeutics (SYRE) took a hit Wednesday after its experimental rheumatoid arthritis treatment failed to pass muster in midstage testing.
But **** ysts are far more interested in Spyre's inflammatory bowel disease drugs. These conditions include ulcerative colitis and Crohn's disease.
"Even excluding all non-UC (ulcerative colitis) indications, our PT (price target) would remain at ~$115, well above current trading levels," Wedbush **** yst David Nierengarten said in a client note. "While we view the RS (rheumatoid arthritis) results as disappointing, we see limited impact to our core IBD-driven (inflammatory bowel disease) thesis."
Still, Spyre stock fell 1.8%, closing at 93.61. Shares are highly rated with a strong IBD Digital Relative Strength Rating of 98, putting the stock's 12-month performance in the leading 2% of all stocks.
Spyre's drug, dubbed SPY072, actually showed some effectiveness in patients with rheumatoid arthritis. But the results didn't pass the company's internal bar for advancement. Spyre is still testing SPY072 in other rheumatology indications, including psoriatic arthritis and axial spondyloarthritis.
#arthritis #testing #bowel
But **** ysts are far more interested in Spyre's inflammatory bowel disease drugs. These conditions include ulcerative colitis and Crohn's disease.
"Even excluding all non-UC (ulcerative colitis) indications, our PT (price target) would remain at ~$115, well above current trading levels," Wedbush **** yst David Nierengarten said in a client note. "While we view the RS (rheumatoid arthritis) results as disappointing, we see limited impact to our core IBD-driven (inflammatory bowel disease) thesis."
Still, Spyre stock fell 1.8%, closing at 93.61. Shares are highly rated with a strong IBD Digital Relative Strength Rating of 98, putting the stock's 12-month performance in the leading 2% of all stocks.
Spyre's drug, dubbed SPY072, actually showed some effectiveness in patients with rheumatoid arthritis. But the results didn't pass the company's internal bar for advancement. Spyre is still testing SPY072 in other rheumatology indications, including psoriatic arthritis and axial spondyloarthritis.
#arthritis #testing #bowel
4 days ago
Zoetis Inc. (NYSE:ZTS) entered 2026 as a leader in animal health, but its latest earnings show that even a strong market position cannot fully insulate the company from weaker consumer demand. Fiscal Q2 2026 revenue remained flat at $2.5 billion and declined 1% on an organic operational basis, as pressure in the U.S. companion-animal market offset growth in livestock and international markets.
The quarter therefore presents investors with two different versions of Zoetis (NYSE:ZTS), as an established companion-animal business facing near-term pressure and a diversified animal-health platform still investing in its next generation of products.
Zoetis's (NYSE:ZTS) diversification provided an important source of resilience during the quarter. Livestock revenue increased 12% on a reported basis, supported by cattle and poultry products. In the United States, livestock sales grew 23% on both a reported and organic operational basis in the quarter, benefiting from favorable beef-cattle economics, supply timing, and increased poultry-vaccine sales **** ociated with disease outbreaks.
International performance was also encouraging. Revenue outside the United States rose 8% on a reported basis and 6% organically to $1.2 billion. International companion-animal sales grew 5% organically, supported by parasiticides such as Simparica Trio, Revolution and Stronghold, as well as diagnostics and newer osteoarthritis treatments. This geographic contrast demonstrates that the weakness was not uniform across Zoetis's (NYSE:ZTS) business. Demand for its products remains healthy in several markets, even as U.S. pet owners become more price-sensitive.
However, innovation could provide another route back to growth, as Zoetis (NYSE:ZTS) says that its pipeline contains more than 12 potential blockbuster candidates across chronic kidney disease, oncology, cardiology, anxiety, and obesity. The company also launched Lenivia and Portela, long-acting osteoarthritis treatments offering dogs and cats up to three months of pain relief from one injection.
#revenue #quarter
The quarter therefore presents investors with two different versions of Zoetis (NYSE:ZTS), as an established companion-animal business facing near-term pressure and a diversified animal-health platform still investing in its next generation of products.
Zoetis's (NYSE:ZTS) diversification provided an important source of resilience during the quarter. Livestock revenue increased 12% on a reported basis, supported by cattle and poultry products. In the United States, livestock sales grew 23% on both a reported and organic operational basis in the quarter, benefiting from favorable beef-cattle economics, supply timing, and increased poultry-vaccine sales **** ociated with disease outbreaks.
International performance was also encouraging. Revenue outside the United States rose 8% on a reported basis and 6% organically to $1.2 billion. International companion-animal sales grew 5% organically, supported by parasiticides such as Simparica Trio, Revolution and Stronghold, as well as diagnostics and newer osteoarthritis treatments. This geographic contrast demonstrates that the weakness was not uniform across Zoetis's (NYSE:ZTS) business. Demand for its products remains healthy in several markets, even as U.S. pet owners become more price-sensitive.
However, innovation could provide another route back to growth, as Zoetis (NYSE:ZTS) says that its pipeline contains more than 12 potential blockbuster candidates across chronic kidney disease, oncology, cardiology, anxiety, and obesity. The company also launched Lenivia and Portela, long-acting osteoarthritis treatments offering dogs and cats up to three months of pain relief from one injection.
#revenue #quarter
18 days ago
Brown Advisory, an investment management company, released its "Brown Advisory Global Leaders Strategy" for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, which returned 14.9%. The relative weakness was driven mainly by underexposure to semiconductors and technology hardware, while software, cloud services, and financial holdings also weighed on performance. The strategy benefited from holdings in areas tied to AI infrastructure, with semiconductor exposure and AI-related investments gaining from strong demand. Looking ahead, Brown Advisory sees an attractive environment for active stock-picking, with its ready-to-buy list at its highest level since the COVID-19 period and an estimated 12%-13% average five-year base-case IRR, while maintaining a focus on quality, valuation discipline, and long-term cash-flow generation. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS) is a global animal health company developing medicines, vaccines, and diagnostic products for livestock and companion animals. The one-month return of Zoetis Inc. (NYSE:ZTS) was -3.62% while its shares traded between $71.47 and $160.48 over the last 52 weeks. On August 7, 2026, Zoetis Inc. (NYSE:ZTS) stock closed at approximately $77.27 per share, with a market capitalization of about $30.02 billion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor letter:
We exited Zoetis Inc. (NYSE:ZTS) in May. We were attracted to the investment due to its position as the largest pure-play animal health company, benefiting from significant scale in R&D and as the highest-quality marketer to veterinarians and livestock producers, which increases switching costs. The company had further shifted its business mix meaningfully toward a higher and more profitable contribution from its companion animal segment. Our investment in Zoetis began to face increased growth headwinds in 2025 due to incremental competition in its industry-leading dermatology and Simparica Trio products. Additionally, the launch of Librela—the first available therapy for osteoarthritis pain in dogs—underperformed our expectations. Furthermore, we have observed increased competition across Zoetis's main franchises and, most recently, Zoetis also saw generic competition in therapeutic categories. Several concerns have emerged: (1) despite the high barriers to entry in animal health, competition in the sector has intensified during our ownership; (2) we do not have enough visibility on their pipeline to ***** s the path of future contribution at this point; and (3) we
In its second-quarter 2026 investor letter, Brown Advisory Global Leaders Strategy Fund highlighted stocks like Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS) is a global animal health company developing medicines, vaccines, and diagnostic products for livestock and companion animals. The one-month return of Zoetis Inc. (NYSE:ZTS) was -3.62% while its shares traded between $71.47 and $160.48 over the last 52 weeks. On August 7, 2026, Zoetis Inc. (NYSE:ZTS) stock closed at approximately $77.27 per share, with a market capitalization of about $30.02 billion.
Brown Advisory Global Leaders Strategy Fund stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor letter:
We exited Zoetis Inc. (NYSE:ZTS) in May. We were attracted to the investment due to its position as the largest pure-play animal health company, benefiting from significant scale in R&D and as the highest-quality marketer to veterinarians and livestock producers, which increases switching costs. The company had further shifted its business mix meaningfully toward a higher and more profitable contribution from its companion animal segment. Our investment in Zoetis began to face increased growth headwinds in 2025 due to incremental competition in its industry-leading dermatology and Simparica Trio products. Additionally, the launch of Librela—the first available therapy for osteoarthritis pain in dogs—underperformed our expectations. Furthermore, we have observed increased competition across Zoetis's main franchises and, most recently, Zoetis also saw generic competition in therapeutic categories. Several concerns have emerged: (1) despite the high barriers to entry in animal health, competition in the sector has intensified during our ownership; (2) we do not have enough visibility on their pipeline to ***** s the path of future contribution at this point; and (3) we
20 days ago
Our ******* ysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here.
Achieved record quarterly revenue and adjusted EBITDA, driven by a 43% year-over-year increase in Cortrophin Gel sales and persistent execution in the Generics segment.
Completed the single largest rare disease sales force expansion in company history, increasing headcount by 50% to approximately 180 representatives to target the acute gouty arthritis market.
Attributed strong Cortrophin growth to existing specialties like ophthalmology, where volumes doubled year-over-year, and rheumatology, despite early-year insurance reverification headwinds.
Maintained a dominant position in the Generics market as the #2 player in Competitive Generic Therapy (CGT) filings, utilizing cash flow to fund rare disease R&D and commercial infrastructure.
#cortrophin #generics #achieved
Achieved record quarterly revenue and adjusted EBITDA, driven by a 43% year-over-year increase in Cortrophin Gel sales and persistent execution in the Generics segment.
Completed the single largest rare disease sales force expansion in company history, increasing headcount by 50% to approximately 180 representatives to target the acute gouty arthritis market.
Attributed strong Cortrophin growth to existing specialties like ophthalmology, where volumes doubled year-over-year, and rheumatology, despite early-year insurance reverification headwinds.
Maintained a dominant position in the Generics market as the #2 player in Competitive Generic Therapy (CGT) filings, utilizing cash flow to fund rare disease R&D and commercial infrastructure.
#cortrophin #generics #achieved
30 days ago
Platinum ****** et Management, an investment management company, released its Q2 2026 investor letter for "Platinum International Brands Fund". A copy of the letter can be downloaded here. The fund returned over 4% in the quarter but lost 14% over the past year, primarily due to the dominance of tech stocks amid an AI investment boom. Consumer-focused sectors underperformed due to weak sentiment and challenges such as high interest rates and rising oil prices, which have contributed to record-low consumer confidence. However, the fund's holdings remain fundamentally strong, with top holdings averaging 13% sales growth and 19% profit growth. The letter noted that positive developments include resumed job growth, reduced oil prices, and easing fiscal policy, which potentially enhance consumer sentiment. In addition, please check the Fund's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Platinum International Brands Fund highlighted Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS), an animal health company focused on animal health medications, vaccines, and diagnostic products, detracted from the Fund's performance during the quarter. On July 28, 2026, Zoetis Inc. (NYSE:ZTS) closed at $77.51 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was 6.98%, and its shares lost 47.91% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of about $32.49 billion.
Platinum International Brands Fund stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"Our worst performer was Zoetis (-35%). Simply, we got this wrong. Zoetis Inc. (NYSE:ZTS) makes medicines for pets and livestock and has long been the great innovator of its field, having pioneered and dominated the huge markets for canine dermatology and three-in-one parasiticides.
Unfortunately, its rivals have caught up and its commercial response has disappointed. In fairness, it likely expected its promising new arthritis treatment to comfortably offset any erosion. However, a social media scare campaign derailed its US launch largely because their commercial response was again inadequate.
#brands #investor
In its Q2 2026 investor letter, Platinum International Brands Fund highlighted Zoetis Inc. (NYSE:ZTS). Zoetis Inc. (NYSE:ZTS), an animal health company focused on animal health medications, vaccines, and diagnostic products, detracted from the Fund's performance during the quarter. On July 28, 2026, Zoetis Inc. (NYSE:ZTS) closed at $77.51 per share. One-month return of Zoetis Inc. (NYSE:ZTS) was 6.98%, and its shares lost 47.91% over the past 52 weeks. Zoetis Inc. (NYSE:ZTS) has a market capitalization of about $32.49 billion.
Platinum International Brands Fund stated the following regarding Zoetis Inc. (NYSE:ZTS) in its Q2 2026 investor update:
"Our worst performer was Zoetis (-35%). Simply, we got this wrong. Zoetis Inc. (NYSE:ZTS) makes medicines for pets and livestock and has long been the great innovator of its field, having pioneered and dominated the huge markets for canine dermatology and three-in-one parasiticides.
Unfortunately, its rivals have caught up and its commercial response has disappointed. In fairness, it likely expected its promising new arthritis treatment to comfortably offset any erosion. However, a social media scare campaign derailed its US launch largely because their commercial response was again inadequate.
#brands #investor
1 month ago
This story was originally published on BioPharma Dive. To receive daily news and insights, subscribe to our free daily BioPharma Dive newsletter.
Sarepta Therapeutics has found the leader it hopes can engineer a desperately needed turnaround.
The company on Monday announced that Michael Severino, an executive with leadership experience at startups as well as large drugmakers, will become its next CEO effective July 28. He'll replace longtime leader Doug Ingram, who in February announced plans to retire after a tumultuous run.
Severino has been working in the biopharmaceutical industry for more than two decades, including stops at AbbVie and Amgen. At AbbVie, Severino helped bring to market multiple drugs for psoriasis, arthritis, cancer and hepatitis C. At Amgen, he oversaw research and development as the company's senior vice president of development and corporate chief medical officer.
In 2022, Severino left AbbVie to run Tessera Therapeutics, a buzzy "gene writing" startup backed by Flagship Pioneering. Tessera recently brought its first drug prospect, a gene editing treatment for alpha-1 antitrypsin deficiency, into clinical testing. Last week, Tessera announced that Severino had joined a "commercial stage" biotech company and that former Merck & Co. executive Joseph Romanelli would serve as its next leader.
#abbvie #tessera #biopharma #amgen
Sarepta Therapeutics has found the leader it hopes can engineer a desperately needed turnaround.
The company on Monday announced that Michael Severino, an executive with leadership experience at startups as well as large drugmakers, will become its next CEO effective July 28. He'll replace longtime leader Doug Ingram, who in February announced plans to retire after a tumultuous run.
Severino has been working in the biopharmaceutical industry for more than two decades, including stops at AbbVie and Amgen. At AbbVie, Severino helped bring to market multiple drugs for psoriasis, arthritis, cancer and hepatitis C. At Amgen, he oversaw research and development as the company's senior vice president of development and corporate chief medical officer.
In 2022, Severino left AbbVie to run Tessera Therapeutics, a buzzy "gene writing" startup backed by Flagship Pioneering. Tessera recently brought its first drug prospect, a gene editing treatment for alpha-1 antitrypsin deficiency, into clinical testing. Last week, Tessera announced that Severino had joined a "commercial stage" biotech company and that former Merck & Co. executive Joseph Romanelli would serve as its next leader.
#abbvie #tessera #biopharma #amgen
2 months ago
A Florida woman spent seven years bringing Disney princesses to life at Walt Disney World — playing Ariel, Rapunzel, and Mary Poppins from ages 18 to 25. She loved the job. She also says she left it with permanent neck damage, a union grievance, and a final day she still isn't sure how to feel about.
In a viral TikTok that has since sparked a follow-up, the 28-year-old is finally telling her story three years later.
"Anyone will tell you — and there are people I used to work with that are on TikTok and they will tell you too — I should have quit way before I actually did," Katherine Randle (katherinejrandle) said.
The beginning of the end, Katherine explains, was a confluence of three things happening at once: she was disapproved out of Ariel (the character she was originally hired for and played for two years), the Mary Poppins meet-and-greet location was going down for refurbishment, and her body was breaking down from playing Rapunzel.
The Rapunzel costume requires performers to wear a long, heavy braid. Over time, she says the weight and positioning of that braid gave Katherine severe arthritis in her neck. She reports that she went to the company's athletic trainers, health services, workers' comp, temporary disapprovals, and physical therapy. All of it on the company's dime, she says. According to Katherine, nothing worked.
In a viral TikTok that has since sparked a follow-up, the 28-year-old is finally telling her story three years later.
"Anyone will tell you — and there are people I used to work with that are on TikTok and they will tell you too — I should have quit way before I actually did," Katherine Randle (katherinejrandle) said.
The beginning of the end, Katherine explains, was a confluence of three things happening at once: she was disapproved out of Ariel (the character she was originally hired for and played for two years), the Mary Poppins meet-and-greet location was going down for refurbishment, and her body was breaking down from playing Rapunzel.
The Rapunzel costume requires performers to wear a long, heavy braid. Over time, she says the weight and positioning of that braid gave Katherine severe arthritis in her neck. She reports that she went to the company's athletic trainers, health services, workers' comp, temporary disapprovals, and physical therapy. All of it on the company's dime, she says. According to Katherine, nothing worked.
2 months ago
Roivant Sciences Ltd. (NASDAQ:ROIV) is one of the 12 Best Growth Stocks Trading in Oversold Territory. On May 20, Roivant Sciences reported its financial results for FQ4 and the full year FY2026, alongside a comprehensive business update. The company finished the year with $4.3 billion in consolidated cash and marketable securities, providing a runway into profitability. A significant highlight was a $2.25 billion global settlement reached with Moderna, concluding pending patent-infringement litigation.
In its clinical portfolio, Roivant reported positive results for IMVT-1402 in difficult-to-treat rheumatoid arthritis, with further updates expected later this year. Additionally, brepocitinib received Breakthrough Therapy Designation for cutaneous sarcoidosis, and its commercial launch for dermatomyositis is scheduled for late September 2026. Topline data for several other programs, including studies in non-infectious uveitis and pulmonary hypertension, are also anticipated in H2 2026.
CEO Matt Gline expressed confidence in the company's momentum, emphasizing the potential of their differentiated pipeline to address significant patient needs. With multiple clinical readouts on the horizon and clear timelines for upcoming launches and trial results, Roivant Sciences Ltd. (NASDAQ:ROIV) maintains a strong strategic trajectory for the remainder of the calendar year.
Roivant Sciences Ltd. (NASDAQ:ROIV) develops and commercializes medicines through a network of subsidiary companies. It acquires or in-licenses drug candidates and advances them through clinical development across multiple therapeutic areas, including immunology, dermatology, and rare diseases.
While we acknowledge the potential of ROIV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its clinical portfolio, Roivant reported positive results for IMVT-1402 in difficult-to-treat rheumatoid arthritis, with further updates expected later this year. Additionally, brepocitinib received Breakthrough Therapy Designation for cutaneous sarcoidosis, and its commercial launch for dermatomyositis is scheduled for late September 2026. Topline data for several other programs, including studies in non-infectious uveitis and pulmonary hypertension, are also anticipated in H2 2026.
CEO Matt Gline expressed confidence in the company's momentum, emphasizing the potential of their differentiated pipeline to address significant patient needs. With multiple clinical readouts on the horizon and clear timelines for upcoming launches and trial results, Roivant Sciences Ltd. (NASDAQ:ROIV) maintains a strong strategic trajectory for the remainder of the calendar year.
Roivant Sciences Ltd. (NASDAQ:ROIV) develops and commercializes medicines through a network of subsidiary companies. It acquires or in-licenses drug candidates and advances them through clinical development across multiple therapeutic areas, including immunology, dermatology, and rare diseases.
While we acknowledge the potential of ROIV as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
3 months ago
The Sopranos star Aida Turturro has said she suffered a heart attack years ago, without knowing it at the time
The 63-year-old, who has diabetes and rheumatoid arthritis, opened up about her health journey on the latest episode of the MeSsy with Christina Applegate & Jamie-Lynn Sigler podcast
"I was having chest pains for a while," Turturro recalled, admitting that she "could've died"
The Sopranos star Aida Turturro has said she wasn't aware she was having a heart attack when she experienced chest pains years ago.
While speaking on the latest episode of the MeSsy with Christina Applegate & Jamie-Lynn Sigler podcast, which aired on Tuesday, June 3, Turturro, 63, explained how she'd “had a big heart thing” around eight years ago.
The 63-year-old, who has diabetes and rheumatoid arthritis, opened up about her health journey on the latest episode of the MeSsy with Christina Applegate & Jamie-Lynn Sigler podcast
"I was having chest pains for a while," Turturro recalled, admitting that she "could've died"
The Sopranos star Aida Turturro has said she wasn't aware she was having a heart attack when she experienced chest pains years ago.
While speaking on the latest episode of the MeSsy with Christina Applegate & Jamie-Lynn Sigler podcast, which aired on Tuesday, June 3, Turturro, 63, explained how she'd “had a big heart thing” around eight years ago.
8 months ago
A plant used in Brazilian medicine has scientific potential to help people with arthritis and other inflammatory conditions. Researchers tested Joseph’s Coat (Alternanthera littoralis) in lab studies and found it reduced swelling, protected joint tissue, and appeared safe at the doses used.
Joseph’s Coat grows naturally along Brazil’s coast. Local communities have traditionally used it to ease inflammation, infections and parasites. Until now, however, there has not been solid scientific evidence showing it works or is safe.
The new study was carried out by teams from universities across Bra
Joseph’s Coat grows naturally along Brazil’s coast. Local communities have traditionally used it to ease inflammation, infections and parasites. Until now, however, there has not been solid scientific evidence showing it works or is safe.
The new study was carried out by teams from universities across Bra
1 yr. ago
Weather & Wellness Pain Forecast
Thursday, May 29 – Rowan County
Pain Sensitivity Level: Moderate
Several weather factors today may increase discomfort for individuals with chronic pain conditions, such as arthritis, fibromyalgia, or joint sensitivity.
Contributing Factors:
Thursday, May 29 – Rowan County
Pain Sensitivity Level: Moderate
Several weather factors today may increase discomfort for individuals with chronic pain conditions, such as arthritis, fibromyalgia, or joint sensitivity.
Contributing Factors:
1 yr. ago
Dr. Ahmed Wellcare Orthopaedic Centre in Bangalore is your trusted destination for advanced orthopedic care!
Expert Consulting with Dr.Ahmed.
Non-Surgical & Surgical Treatment Options
Joint Pain, Fractures, Arthritis, and Sports Injuries Care.
Expert Consulting with Dr.Ahmed.
Non-Surgical & Surgical Treatment Options
Joint Pain, Fractures, Arthritis, and Sports Injuries Care.
