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Healthcare Industry News 10 January 2026 - 14 January 2026

UnitedHealth (UNH) stock slips as Senate report puts Medicare Advantage under the microscope

UnitedHealth (UNH) stock slips as Senate report puts Medicare Advantage under the microscope

New York, Jan 13, 2026, 19:13 EST — After-hours Shares of UnitedHealth Group Incorporated dropped nearly 2% Tuesday, deepening a retreat sparked by a U.S. Senate report scrutinizing how the insurer logs diagnoses in Medicare Advantage. Humana, Elevance Health, and Cigna also saw declines. The report comes at a tricky point for the sector. Insurers are pushing to reassure investors they can steady margins following a tough run under government plans, even as lawmakers and regulators ramp up scrutiny on billing and audits. Medicare Advantage is managed by private insurers but funded by the federal government. These plans get a
14 January 2026
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Pfizer stock dips as CEO says obesity-drug cash-pay demand looks “almost like Viagra”

Pfizer stock dips as CEO says obesity-drug cash-pay demand looks “almost like Viagra”

New York, January 12, 2026, 20:17 (EST) — Market closed. Pfizer Inc. shares fell on Monday after Chief Executive Albert Bourla said the cash-pay market for obesity drugs — where patients pay out of pocket — now works “almost like Viagra”, the erectile-dysfunction drug Pfizer launched in 1998. The company, which bought obesity developer Metsera in a deal valued at up to $10 billion and has said it does not expect to return to revenue growth until 2029, closed down 0.8% at $25.27. (Reuters) The remarks land as Pfizer tries to convince investors its post-COVID reset is more than cost
13 January 2026
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Johnson & Johnson stock rises after Delaware court pares Auris damages as earnings near

Johnson & Johnson stock rises after Delaware court pares Auris damages as earnings near

New York, Jan 12, 2026, 18:44 EST — After-hours Johnson & Johnson shares climbed roughly 2.6% to $209.72 in after-hours Monday, following Delaware’s Supreme Court tossing out a portion of a nearly $1 billion damages award linked to its 2019 surgical-robotics acquisition. The ruling comes at a sensitive time for major healthcare stocks: investors prize steady earnings but react sharply to unexpected legal costs. As J&J prepares to report earnings next week, shifts in the amount or timing of any payout will draw close scrutiny. It also touches on another investor theme. On Monday, J&J’s management pitched a growth story
13 January 2026
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Caris Life Sciences (CAI) stock drops on preliminary 2025 results, Everlywell cancer-screening deal

Caris Life Sciences (CAI) stock drops on preliminary 2025 results, Everlywell cancer-screening deal

NEW YORK, Jan 12, 2026, 15:29 (EST) — Trading in the regular session. Caris Life Sciences shares dropped roughly 8.5% to $26.08 in afternoon trading, after fluctuating between $25.35 and $29.77 earlier today. The update comes amid J.P. Morgan Healthcare Conference week, a time when healthcare firms typically try to recalibrate expectations ahead of earnings season. Investors are focused on whether Caris can maintain its growth pace without relying on one-off factors. Caris faces a tight deadline to control the story. The company is set to present at the conference later Monday, but the stock’s steep drop signals that traders
12 January 2026
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Merck (MRK) stock slides as JPMorgan conference tests deal buzz and vaccine risk

Merck (MRK) stock slides as JPMorgan conference tests deal buzz and vaccine risk

New York, January 12, 2026, 14:42 EST — Regular session. Merck & Co shares slipped $1.26, or 1.1%, to $109.27 in Monday afternoon trading. The stock has fluctuated between $111.45 and $108.95 today. Investors want clarity on Merck’s next steps beyond Keytruda and its legacy blockbusters. The upcoming J.P. Morgan Healthcare Conference promises to bring that question into sharp focus. Biotech shares opened the week lower, with the SPDR S&P Biotech ETF slipping 2.1%, according to Barron’s. The report noted hopes for major deals, like a possible Merck bid for Revolution Medicines, but no announcements had emerged by late morning.
12 January 2026
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AbbVie stock slips after $650 million RemeGen cancer-drug deal and Arizona plant buy

AbbVie stock slips after $650 million RemeGen cancer-drug deal and Arizona plant buy

New York, January 12, 2026, 13:31 EST — Regular session AbbVie Inc shares slipped Monday following news of a new collaboration with China’s RemeGen to co-develop an experimental solid-tumor drug, as the company ramps up efforts to expand its cancer portfolio via licensing deals. By 1:30 p.m. EST, AbbVie was down 0.6% at $218.81. (Reuters) Investors are focused on how fast AbbVie can transform its oncology pipeline into a real growth driver instead of just another distant promise. The company said the drug could create new combination opportunities with its antibody-drug conjugates, or ADCs — targeted cancer therapies linking an
12 January 2026
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Revolution Medicines stock slips as Truist sticks to $99 target with Merck buyout talk in focus

Revolution Medicines stock slips as Truist sticks to $99 target with Merck buyout talk in focus

New York, Jan 12, 2026, 11:17 EST — Regular session Shares of Revolution Medicines (RVMD) slipped around 1.8% to $116.51 in early Monday trading, pulling back from a 52-week peak amid fresh analyst notes following a rollercoaster week of takeover rumors. The stock fluctuated between $113.47 and $119.58 during the session, pegging the company’s market cap at about $23 billion. The retreat follows a Wall Street Journal story revealing Merck’s ongoing talks to acquire Revolution in a deal pegged between $28 billion and $32 billion. The report suggests an announcement might arrive later this month but notes discussions remain tentative,
12 January 2026
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Thermo Fisher stock rises as Stifel lifts target; JPM conference and Jan. 29 earnings in focus

Thermo Fisher stock rises as Stifel lifts target; JPM conference and Jan. 29 earnings in focus

New York, January 11, 2026, 15:15 EST — Market closed Thermo Fisher Scientific shares closed up on Friday, heading into the week with two key dates marked: a management update at the J.P. Morgan Healthcare Conference and the company’s quarterly earnings release later this month. The stock’s been bouncing between optimism over steady demand from biopharma clients and jitters about 2026 spending, as budgets reset with the new year. Stifel’s Daniel Arias bumped his price target on Thermo Fisher from $583 to $700, maintaining a buy rating. He expects the company to deliver a “solid year,” forecasting organic growth—excluding currency
11 January 2026
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Novartis stock on watch as Florida radioligand plant plan tees up JPM conference week

Novartis stock on watch as Florida radioligand plant plan tees up JPM conference week

New York, January 11, 2026, 14:15 EST — Market closed. Novartis AG’s U.S.-listed shares (NVS) closed Friday mostly flat. Still, the stock starts the new week with a notable development: the company announced a new U.S. manufacturing facility for its radioligand cancer therapies. (Novartis) The timing matters because radioligand therapy demands tight logistics — every dose is tailored to a single patient, and the clock is ticking the moment it’s prepared. More capacity and smarter location choices mean fewer missed or delayed treatments. Novartis has been pushing that point hard, and investors are taking note. (Novartis) The timing coincides with
11 January 2026
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Revolution Medicines stock in focus as Merck buyout talk hangs over RVMD into JPMorgan week

Revolution Medicines stock in focus as Merck buyout talk hangs over RVMD into JPMorgan week

New York, January 10, 2026, 20:11 EST — The market has closed. Revolution Medicines (RVMD.O) wrapped up Friday with a 10.7% gain, closing at $118.64. The cancer-drug developer remains in focus amid ongoing takeover buzz heading into next week. Shares fluctuated between $109.88 and $125.79, with roughly 20.8 million shares changing hands. Why this matters now: Dealmakers have flocked to San Francisco for the J.P. Morgan Healthcare Conference, where big pharma is hunting for growth and bankers are pitching bigger targets once again. Jeremy Meilman from JPMorgan noted that some deals moving forward “could have had more regulatory risk in
11 January 2026
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Novartis AG stock stays near a 52-week high after Florida radioligand plant plan

Novartis AG stock stays near a 52-week high after Florida radioligand plant plan

Zurich, Jan 10, 2026, 20:36 CET — Market closed Novartis AG (NOVN.S) is set to open a radioligand therapy manufacturing plant in Winter Park, Florida, part of its broader $23 billion U.S. production expansion. Shares of the Swiss drugmaker ended Friday up 0.25% at 114.04 Swiss francs, just shy of their 52-week peak of 114.64. CEO Vas Narasimhan described the facility as “an important step,” while Florida’s commerce chief J. Alex Kelly welcomed the move as an opportunity to bring in “world class innovators.” Radioligand therapy, known as RLT, combines a tumour-targeting molecule with a therapeutic radioisotope, directing radiation straight
10 January 2026
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Liquidia stock jumps 13% after $148M Yutrepia sales update; what investors watch next

Liquidia stock jumps 13% after $148M Yutrepia sales update; what investors watch next

New York, Jan 10, 2026, 09:08 ET — Market closed Key points: Liquidia Corporation shares climbed 12.9% on Friday to $35.86, extending a sharp run after the drugmaker laid out preliminary 2025 sales for its inhaled pulmonary hypertension drug, Yutrepia. The update matters because Yutrepia is now the engine of the story, not a promise. It is also a test of whether Liquidia can pry patients away from entrenched treatments in a market led by United Therapeutics’ treprostinil franchise. Liquidia said Yutrepia net product sales were about $90.1 million in the fourth quarter and $148.3 million for 2025, with 74%
10 January 2026
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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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