OPKO Health announced an agreement to sell select BioReference assets to Labcorp for $722 million in cash plus up to $150 million in earnouts. The deal includes the 4Kscore Test, specialty testing operations, and over 80 patient service centers. OPKO aims to focus on its biopharmaceutical business, while Labcorp expects $250 million in first-year revenue from the acquisition. OPK stock rose 17.5% following the announcement.

Becton, Dickinson and Company (BD) announced positive nine-month results from the AGILITY trial for its Revello Vascular Covered Stent in treating iliac artery disease. The trial met its primary endpoint with a 2.8% failure rate, 97.2% primary patency, and 98.3% freedom from clinically driven target lesion revascularization. The device remains investigational in the U.S. with clinical follow-up continuing through 36 months. The global iliac stent market is projected to grow at a 6.5% CAGR through 2033.

Doximity announced an extension of its 13-year partnership with U.S. News & World Report, continuing to provide physician data for Doctor Finder, Patient Connect appointment-booking tools, and Expert Opinion surveys for hospital rankings. The partnership leverages Doximity's network of 3+ million medical professionals to connect patients with healthcare providers. Despite the news, DOCS stock declined 2.1% following the announcement and is down 32.4% year-to-date.

Glaukos Corporation (GKOS) shares have gained 36.8% over six months, outperforming its industry, driven by strong Q2 results with 50% revenue growth to $185.6 million, successful commercial expansion of Epioxa for keratoconus treatment, positive clinical data for iDose TR, and pipeline advances including a new retinal disease licensing agreement. The company raised its 2026 revenue guidance to $680-$700 million.

BrightSpring Health Services (BTSG) has surged 67.3% year-to-date, outperforming broader markets, driven by strong growth in Specialty and Infusion revenues (up 32.7%) and Provider Services (up 29.1%). The company raised its 2026 outlook twice and improved leverage to 2.15x after divesting its Community Living business. However, a $200M IRA impact on Home and Community Pharmacy and integration execution risks present headwinds. Analysts rate BTSG as a Hold.

QuidelOrtho Corporation (QDEL) shows strong Q2 2026 results with 21% adjusted EBITDA growth and expanding margins, supported by a diversified product portfolio and $50 million cost-saving initiatives through 2027. However, weak respiratory demand and overdependence on this segment pose risks, with the company adopting a cautious outlook for the 2026-2027 respiratory season.

Hims & Hers Health has launched Hers, its women's health platform, in Australia by rebranding Juniper from its Eucalyptus acquisition. The platform offers personalized care for hair regrowth, menopause, and weight management with 24/7 support. The expansion leverages Eucalyptus' local presence to strengthen brand recognition and recurring revenue in the growing Australian telehealth market, which is projected to grow at 18.2% CAGR through 2034.

Avantor (AVTR) reported strong second-quarter 2026 results with raised 2026 guidance, driven by VWR segment's return to 1.7% organic growth and BMP's double-digit order growth. However, BMP's continued 5.6% organic revenue decline and uneven demand recovery remain concerns. The company's Revival program shows execution improvements across commercial performance and operations.

AMN Healthcare is positioned for growth driven by rising healthcare staffing demand, technology investments, and higher-margin services, with Nurse and Allied revenues up 11% and Passport users growing 33%. However, persistent pricing competition, weakness in physician and technology segments, and earnings normalization pose significant headwinds to sustained performance.

Bruker Corporation (BRKR) shares gained 66.3% over the past year, driven by strong demand in biopharma, diagnostics, and mass spectrometry. However, the company faces a $134.9M goodwill impairment, currency headwinds, and restructuring costs. Full-year 2026 revenue guidance was lowered to $3.54-$3.57B due to currency pressures, though the company maintains a solid financial position with $184.9M in cash.

10x Genomics announced a multi-project research collaboration with Fred Hutchinson Cancer Center to advance single-cell and spatial technologies for biomarker discovery in bladder cancer and residual disease detection in acute myeloid leukemia. The company will utilize its Flex Apex and Xenium platforms to identify treatment response markers. Despite the strategic partnership, TXG stock declined 5.6% following the announcement, though it has gained 366.6% year-to-date.

Waters Corporation (WAT) is positioned for growth driven by sustained analytical sciences demand, BD acquisition integration, and product innovation. The company projects 10.9% year-over-year earnings growth for 2026 with $50 million in revenue synergies and $75 million in cost savings expected. However, weakness in China diagnostics, BD integration execution risks, and dependence on customer capital spending present headwinds.