🔥 healthcare 핫 테마 분석

[CVS] CVS blows past estimates, hikes guidance as insurance unit continues to improve

CVS also announced a new collaboration with Eli Lilly that will make Zepbound and Foundayo accessible to eligible patients on the CVS Health app.

S-Class [LIVN] LivaNova PLC Non-GAAP EPS of $1.26 beats by $0.17, revenue of $390.6M beats by $10.02M

[HUM] Morgan Stanley upgrades Humana stock rating on 2028 margin confidence

[KIDS] OrthoPediatrics projects $265M-$269M 2026 revenue and reiterates ~$25M adjusted EBITDA as it targets 2026 free cash flow break-even

[PCRX] Pacira outlines $735M-$760M 2026 revenue guidance while targeting 160M EXPAREL covered lives

[DVA] DaVita signals 2026 midpoint guidance of $2.2B adjusted operating income and $14.65 EPS while planning expanded HD rollout

[CPIX] Cumberland outlines over 5 years of runway following $1.50 per share special dividend