Biopharma / Medtech Reports

December 3, 2024

Life Science Tools: NIH Cuts in Context

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John Leppard

AVTR (US), BRKR (US), DHR (US), ILMN (US), MTD (US), QGEN (US), RVTY (US), TMO (US)
November 27, 2024

LLY, NVO, HIMS: GLP-1 Coverage Questions & Implied Sales

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John Leppard

HIMS (US), LLY (US), NVO (US)
November 26, 2024

[LLY, NVO] Quick Takes on Obesity Coverage Surprise

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John Leppard

LLY (US), NVO (US)
November 26, 2024

Exact Sciences: Cologuard Plus Gets 16% Bump, Coverage Questions Remain

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John Leppard

EXAS (US), GH (US)
November 25, 2024

RFK’s Medical Coding Reforms: Don’t Hold Your Breath

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John Leppard

ABT (US), BSX (US), NARI (US), TFX (US)
November 15, 2024

RFK to HHS: Biopharma / Lifesciences Smoke or Fire?

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John Leppard

A (US), EXAS (US), GILD (US), HQY (US), MRNA (US), MYGN (US), PFE (US), WAT (US)
November 14, 2024

Skin Substitutes: Relief for COLOB.DC, Headiwnds for CTEC.LN & ORGO

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John Leppard

BVS (US), CTEC (LSE), MDXG (US), ORGO (US), SNN (US)
November 13, 2024

EXAS, GH: Next Steps on Next Gen Test Rates

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John Leppard

EXAS (US), GH (US)
November 10, 2024

Lantheus (LNTH): CMS Corrects Payments, Pylarify Rates Down 46%

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John Leppard

LNTH (US), NVS (US), TLX (AU)
November 6, 2024

Lantheus (LNTH): Pylarify Post-Earnings, Still Expecting Cut

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John Leppard

LNTH (US), NVS (US), TLX (AU)