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Healthcare Industry News 24 January 2026 - 30 January 2026

AbbVie stock rises as ABBV heads into Feb. 4 earnings; Botox price talks in focus

AbbVie stock rises as ABBV heads into Feb. 4 earnings; Botox price talks in focus

AbbVie shares rose about 1% Friday, closing near $222.73 ahead of its Feb. 4 earnings report and first 2026 guidance. Investors are watching Botox pricing risks after Medicare listed it for price negotiations, and new aesthetics data from Paris. The stock dropped 2.35% Wednesday, ending a five-day rally. Goldman Sachs kept a neutral rating with a $223 target.
Eli Lilly stock drops after hours: Medicare pricing talks and GLP-1 battle back in focus

Eli Lilly stock drops after hours: Medicare pricing talks and GLP-1 battle back in focus

Eli Lilly shares fell about 1.5% to $1,023.80 in after-hours trading Wednesday after U.S. Medicare added Trulicity to its drug-price negotiation list, setting a Feb. 28 participation deadline. Lilly also signed a deal worth up to $1.12 billion with Seamless Therapeutics to develop gene-editing treatments for hearing loss.
HCA Healthcare stock slides as traders digest $10B buyback, 2026 outlook and ACA headwinds

HCA Healthcare stock slides as traders digest $10B buyback, 2026 outlook and ACA headwinds

HCA Healthcare shares fell 2.8% to $491.72 Wednesday, erasing some of Tuesday’s 11% rally after earnings. The company set 2026 EPS guidance at $29.10–$31.50 and announced a $10 billion share buyback. Investors weighed cost cuts against risks from changes in ACA coverage and payer mix. Fourth-quarter revenue rose 6.7% to $19.51 billion, with net income up 30.6% to $1.88 billion.
Johnson & Johnson stock rises on Darzalex Faspro FDA nod as traders size up drug-pricing risks

Johnson & Johnson stock rises on Darzalex Faspro FDA nod as traders size up drug-pricing risks

Johnson & Johnson shares rose 1.2% to $227.06 after the FDA approved Darzalex Faspro for use with the VRd regimen in newly diagnosed multiple myeloma patients ineligible for stem cell transplant. The approval is based on the CEPHEUS trial, which showed improved outcomes. The move comes as Medicare named 15 drugs for future price negotiations, pressuring the sector.
CVS stock rebounds after Medicare Advantage rate shock; what investors watch next

CVS stock rebounds after Medicare Advantage rate shock; what investors watch next

CVS Health shares rose 2.2% to $73.55 on Wednesday, recovering some ground after a 14% drop Tuesday sparked by a proposed 0.09% Medicare Advantage rate hike for 2027. The Centers for Medicare & Medicaid Services’ early proposal rattled managed-care stocks, with investors awaiting the final rate notice on April 6 and CVS’ earnings call on February 10.
UnitedHealth Group stock price tumbles: UNH slides nearly 20% after outlook, Medicare Advantage rates in focus

UnitedHealth Group stock price tumbles: UNH slides nearly 20% after outlook, Medicare Advantage rates in focus

UnitedHealth Group shares fell 19.5% to $282.90 in after-hours trading Tuesday after a weak Medicare Advantage rate proposal from the Trump administration. The company expects to lose up to 1.4 million Medicare Advantage members in 2026 and forecasts a drop in Medicaid membership. CVS and Humana shares also plunged. The government’s final Medicare Advantage rate decision is due April 6.
HCA Healthcare stock jumps on upbeat 2026 outlook, $10B buyback as ACA subsidy cliff looms

HCA Healthcare stock jumps on upbeat 2026 outlook, $10B buyback as ACA subsidy cliff looms

HCA Healthcare shares jumped 7.4% to $507.50 Tuesday after the company raised its 2026 profit outlook and announced a $10 billion share buyback. Fourth-quarter revenue rose 6.7% to $19.51 billion, with adjusted earnings at $8.01 per share. HCA expects 2026 revenue between $76.5 billion and $80 billion, and earnings per share of $29.10 to $31.50. The board approved a quarterly dividend of $0.78 per share, payable March 31.
Eli Lilly stock edges up as Roche obesity-drug data keeps weight-loss race in view

Eli Lilly stock edges up as Roche obesity-drug data keeps weight-loss race in view

Eli Lilly shares rose 0.4% to $1,067.38 Tuesday, outperforming a weaker health-care sector as investors awaited the company’s Feb. 4 results. Roche reported its experimental obesity drug CT-388 achieved up to 22.5% placebo-adjusted weight loss in a Phase II trial and plans two Phase III studies this quarter. Novo Nordisk shares slipped. Investors remain focused on demand and supply for Lilly’s weight-loss drugs.
Intuitive Surgical stock slips into weekend after earnings beat, with tariffs and 2026 outlook in focus

Intuitive Surgical stock slips into weekend after earnings beat, with tariffs and 2026 outlook in focus

New York, Jan 24, 2026, 17:23 EST — The market has closed. Intuitive Surgical (ISRG.O) shares ended Friday 0.4% lower at $523.99, with investors digesting a quarterly beat offset by a weaker growth forecast and higher tariff expenses. U.S. markets remain closed until Monday, leaving the stock heading into the new week shadowed by two key uncertainties: the pace at which procedure growth slows, and the extent to which tariffs will erode margins. That’s key since “procedure growth”—the count of surgeries done with Intuitive’s robots—directly boosts demand for the single-use instruments and accessories that form a large portion of repeat
Thermo Fisher (TMO) stock pulls back from a fresh high as Jan. 29 earnings loom

Thermo Fisher (TMO) stock pulls back from a fresh high as Jan. 29 earnings loom

New York, January 24, 2026, 16:07 EST — Market closed Shares of Thermo Fisher Scientific Inc dropped 2.11% on Friday, closing at $625.98 after hitting a 52-week high just the day before. The broader U.S. market ended the session mixed. Volume exceeded recent averages, indicating some investors were cashing out ahead of a busy week packed with catalysts. (MarketWatch) Thermo Fisher’s role as a bellwether for life-sciences tools and lab services gives this moment added weight — this sector often shifts on subtle moves in biotech funding and pharma spending. The stock hit a fresh high, but now it enters
Novo Nordisk Class B stock heads into Monday with Wegovy pill scripts and Victoza lawsuit in focus

Novo Nordisk Class B stock heads into Monday with Wegovy pill scripts and Victoza lawsuit in focus

COPENHAGEN, Jan 24, 2026, 20:49 (CET) — Market closed Novo Nordisk A/S Class B shares (NOVOb.CO) closed higher on Friday in Copenhagen and head into the new week on that note, boosted by early signs of strong demand for its Wegovy weight-loss drug. Much of Novo’s profit hinges on its obesity-drug franchise, making the stock a stand-in for the durability of this trend. Prescription tallies offer one of the rare near-real-time glimpses investors have between earnings reports. Novo’s wager on pills is significant because it targets patients who steer clear of injections. It also taps into cash-pay demand, where patients
Boston Scientific stock price: BSX ends higher as Fitch turns credit outlook positive ahead of key catalysts

Boston Scientific stock price: BSX ends higher as Fitch turns credit outlook positive ahead of key catalysts

New York, Jan 23, 2026, 21:14 EST — Market closed Shares of Boston Scientific Corp ended Friday up 1.3% at $92.51. Late in the session, Fitch Ratings revised the medical-device maker’s outlook to Positive, while keeping its A- and F1 issuer ratings unchanged. Fitch noted this could pave the way for an upgrade to “A” once the company’s financials stabilize following its planned Penumbra acquisition. The agency also highlighted leverage peaking near 3.3 times by the end of 2026 based on its projections. (Investing.com) Boston Scientific’s latest credit move comes as it finalizes its headline deal of the month: a
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Stock Market Today

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

Seagate (STX) stock jumps nearly 6% as Citi hikes target — what to watch next week

7 February 2026
Seagate shares rose 5.9% to $429.32 Friday after Citigroup raised its price target to $480 and reiterated a buy rating. The gain ended a two-day slide but left the stock 6.6% below its Feb. 3 high. CEO Dave Mosley sold 20,000 shares on Feb. 2 under a pre-arranged plan, SEC filings show. U.S. jobs and inflation data next week are seen as key tests for tech stocks.
Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

Cummins (CMI) stock price rebounds after earnings whipsaw as investors eye data-center power demand

7 February 2026
Cummins shares jumped 6.8% to $577.73 Friday, recovering from a nearly 9% post-earnings drop the day before. The company reported Q4 revenue up 1% to $8.54 billion, took a $218 million charge tied to its hydrogen business, and guided for 2026 EBITDA of 17–18% of sales. Demand for data center generators offset weakness in North American truck markets. Analyst reaction was mixed; Truist raised its price target.
Corning stock hits first record close since 2000 as jobs, CPI data loom

Corning stock hits first record close since 2000 as jobs, CPI data loom

7 February 2026
Corning shares surged 8.3% to $122.16 Friday, their highest close since the dot-com era, after Meta agreed to buy up to $6 billion in fiber-optic cables. The stock is up 40% since late 2025, fueled by strong first-quarter guidance and AI data-center demand. Insiders sold shares following the rally, SEC filings show. Investors await next week’s U.S. jobs and inflation data for rate signals.
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