Healthcare
Latest VonTrend reports on Healthcare — the trends, stocks, and setups that move before Wall Street catches on.
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Pet Owners Keep Buying Food on Autopilot but Are Skipping the Vet
Chewy's Autoship sales grew 9.3% while Zoetis saw U.S. pet medicine sales fall 11% as clinic visits slip. IDEXX reports Nov. 2 and Zoetis on Nov. 5.
Oct 15, 2026 -
Medicare Advantage Insurers Are Choosing Profits Over Growth for 2027
Average premiums are falling, but insurers are trimming plans, star ratings slipped and standalone drug coverage keeps shrinking. UnitedHealth reports Oct. 13 as open enrollment begins Oct. 15.
Oct 12, 2026 -
Senior Housing Is Filling Up Faster Than Anyone Can Build It
Occupancy just topped 90% for the first time since before 2008 as the first boomers turn 80. Welltower and Ventas report in late October, and families are already paying for the tight market.
Oct 8, 2026 -
AbbVie Reports $8 Billion From Its Two Key Drugs
Skyrizi and Rinvoq are growing fast. The 10:00 AM ET call must show whether that growth can support AbbVie's next immunology bet.
Jul 31, 2026 -
Thermo Fisher Posts 5% Organic Growth
The stronger quarter is real. The harder question is whether it points to a wider recovery in life-sciences tools.
Jul 25, 2026 -
HCA Absorbs $400 Million Cost From Uninsured Care
Strong patient demand held up in the second quarter. The harder question is whether HCA can keep covering a weaker payer mix.
Jul 24, 2026 -
Generic Drug Tariff Creates a Two-Year Capacity Test
The tariff rate is severe. The more important question is whether manufacturers will spend before the rules are settled.
Jul 22, 2026 -
Eli Lilly Just Bought a Psychedelics Company
The largest drugmaker in the world is paying up to $3.8 billion for a single-dose nasal spray built on a compound best known from toad venom.
Jul 16, 2026 -
Elevance Raised Its Outlook and Fell 8%
The health insurer beat the quarterly estimate by $1.24 a share and lifted its full-year outlook by only 25 cents.
Jul 15, 2026 -
HCA Says the ACA Cliff Could Cost It $1.2 Billion
The largest US hospital operator nearly doubled its estimate of the damage from expired Obamacare subsidies.
Jul 14, 2026 -
Merck and Pfizer Win a Chemo-Free Bladder Cancer Approval
The FDA cleared Padcev plus Keytruda for muscle-invasive bladder cancer before and after surgery, the first platinum-free option, backed by a trial that cut recurrence risk nearly in half.
Jul 13, 2026 -
AstraZeneca's Heart Drug Failed, Handing Rivals a $6 Billion Market
A surprise late-stage failure knocks AstraZeneca and Ionis out of the race for heart amyloidosis. The three drugs already selling into that market get to keep it.
Jul 10, 2026 -
Vertex Bets $10 Billion on Life After Cystic Fibrosis
The company behind the world's best-selling cystic fibrosis drugs just made the largest acquisition in its history, paying a 102% premium for a maker of hormone-disease medicines.
Jul 7, 2026 -
Johnson & Johnson Stock: Bull vs Bear Case
The company is heading for its first $100 billion sales year, yet Wall Street's average price target still sits below where the stock trades.
Jul 2, 2026 -
Pfizer's Near-7% Yield Has a Patent Problem
Pfizer is paying one of the market's biggest dividends right as a wave of patent expirations starts to bite. Whether that payout holds is the real question.
Jun 19, 2026 -
Health Insurers Are Hitting 52-Week Highs as the Chip Trade Unwinds
While the Nasdaq drops around 3%, UnitedHealth, Elevance, and Humana are sitting at fresh one-year highs and a small Medicare Advantage insurer is up double digits, a clean picture of where money is moving.
Jun 9, 2026