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Royalty Pharma says growth expanding beyond royalties at Morgan Stanley conference
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Royalty Pharma says growth expanding beyond royalties at Morgan Stanley conference

Royalty Pharma told attendees at a Morgan Stanley conference that its growth is extending beyond its core royalty business.

Priya Anand · 14 Sept 2026
Zoetis pipeline offsets near-term pricing pressure, CFO says
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Zoetis pipeline offsets near-term pricing pressure, CFO says

Veterinary drugmaker Zoetis cut its 2024 operational revenue guidance into negative territory but pointed to a deepening pipeline and cyclical rather than structural headwinds as reasons for long-term optimism.

Priya Anand · 14 Sept 2026
ALX Oncology Projects Cash Runway Through 2028, Outlines Two Drug Catalysts
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ALX Oncology Projects Cash Runway Through 2028, Outlines Two Drug Catalysts

The company ended the quarter with $153 million in cash and provided updated clinical data for its CD47 inhibitor evorpacept and ADC ALX2004 at the H.C. Wainwright conference.

Priya Anand · 14 Sept 2026
Verastem Oncology to Present Dual-Track RAS Strategy at H.C. Wainwright
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Verastem Oncology to Present Dual-Track RAS Strategy at H.C. Wainwright

The oncology company will discuss its dual approach to RAS-targeted programs when it appears at the H.C. Wainwright conference.

Priya Anand · 14 Sept 2026
Verrica Pharmaceuticals at H.C. Wainwright conference: growth and pipeline
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Verrica Pharmaceuticals at H.C. Wainwright conference: growth and pipeline

Verrica Pharmaceuticals will address growth and pipeline developments during its appearance at the H.C. Wainwright conference.

Priya Anand · 14 Sept 2026
Schrödinger lifts software guidance as hosted revenue hits 47% of total
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Schrödinger lifts software guidance as hosted revenue hits 47% of total

At Morgan Stanley's healthcare conference, the drug-discovery software maker reported 27% ACV growth, raised software guidance by $10 million and targeted 75% hosted revenue by 2027.

Priya Anand · 14 Sept 2026
Eli Lilly at Morgan Stanley conference: broad obesity push gains steam
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Eli Lilly at Morgan Stanley conference: broad obesity push gains steam

Eli Lilly addressed investors at a Morgan Stanley conference where its broader obesity initiative was highlighted.

Priya Anand · 14 Sept 2026
Avalyn at Morgan Stanley healthcare conference: inhaled PF push
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Avalyn at Morgan Stanley healthcare conference: inhaled PF push

Avalyn participated in the Morgan Stanley healthcare conference, where it highlighted an inhaled PF push.

Priya Anand · 14 Sept 2026
Axsome Therapeutics discusses growth, pipeline and cash at Morgan Stanley conference
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Axsome Therapeutics discusses growth, pipeline and cash at Morgan Stanley conference

Axsome Therapeutics presented at a Morgan Stanley conference, covering its growth prospects, product pipeline and cash position.

Priya Anand · 14 Sept 2026
FIS Raises Full-Year Free Cash Flow Guidance to $2.2 Billion at Goldman Conference
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FIS Raises Full-Year Free Cash Flow Guidance to $2.2 Billion at Goldman Conference

FIS lifted full-year free cash flow outlook by 36% to $2.2 billion and pointed to more than $3 billion by 2028, while cutting one-time costs from $800 million to $730 million during a Goldman Sachs Communacopia presentation.

Priya Anand · 14 Sept 2026
EVI Industries Q4 Earnings Beat Estimates on Record Fiscal Year
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EVI Industries Q4 Earnings Beat Estimates on Record Fiscal Year

EVI Industries reported Q4 adjusted EPS of $0.17 vs. $0.16 expected, with Q4 revenue of $121.87M vs. $111.1M expected. Fiscal 2026 revenue hit a record ~$447M.

Priya Anand · 14 Sept 2026
ServiceTitan Reports Q2 2026 Results and Outlook
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ServiceTitan Reports Q2 2026 Results and Outlook

ServiceTitan reported Q2 2026 revenue of $292.8 million, up 21% year-over-year, but missed adjusted EPS expectations, leading to a significant stock price decline.

Priya Anand · 14 Sept 2026
Braze posts 26% revenue growth but margin pressure weighs on shares
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Braze posts 26% revenue growth but margin pressure weighs on shares

Customer engagement platform Braze reported Q2 FY2027 revenue of $227.2 million, up 26%, but gross margin declined 70 basis points as premium messaging volumes and AI hiring weighed on profitability.

Priya Anand · 14 Sept 2026
Braze posts 26% revenue growth as margin pressure spooks investors
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Braze posts 26% revenue growth as margin pressure spooks investors

Marketing-platform provider Braze reported Q2 FY2027 results that beat estimates, but compressed gross margins and guidance-driven concerns sent shares down nearly 17% after hours.

Priya Anand · 14 Sept 2026
ServiceTitan posts 21% revenue rise in Q2 FY27, guides lower Q3
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ServiceTitan posts 21% revenue rise in Q2 FY27, guides lower Q3

Revenue reached $293 million, up 21% YoY, while operating margin improved to 15.2%. The company forecast Q3 revenue of $285‑$287 million and FY27 revenue of $1.139‑$1.144 billion.

Priya Anand · 14 Sept 2026
Nutanix Says Cloud Push Is Gaining Pace as Margin Target Rises
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Nutanix Says Cloud Push Is Gaining Pace as Margin Target Rises

Nutanix management said cloud and non-core bookings are accelerating, with FY27 operating margin guidance of 24%-25% and long-term margins above 30%.

Priya Anand · 14 Sept 2026
Mission Produce reports $450 million Q3 revenue, shares climb 7% after hours
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Mission Produce reports $450 million Q3 revenue, shares climb 7% after hours

The avocado grower posted 26% revenue growth to $450 million, beat earnings forecasts but missed EPS, and reaffirmed second‑half adjusted EBITDA guidance.

Priya Anand · 14 Sept 2026
Braze Beats Q2 Estimates, Shares Fall Despite Strong Performance
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Braze Beats Q2 Estimates, Shares Fall Despite Strong Performance

Braze reported strong Q2 results, beating revenue and EPS estimates, but shares fell after-hours due to guidance adjustments and market sentiment.

Priya Anand · 14 Sept 2026
Evommune's EVO756 Fails Phase 2b in Atopic Dermatitis
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Evommune's EVO756 Fails Phase 2b in Atopic Dermatitis

The company will drop the drug from its atopic dermatitis pipeline after the trial missed its primary and secondary endpoints, but will continue developing it for migraine prophylaxis.

Priya Anand · 14 Sept 2026
Newell Brands Turnaround Gains Momentum With Q2 Sales Growth
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Newell Brands Turnaround Gains Momentum With Q2 Sales Growth

Newell Brands reported Q2 core sales growth of 2.3%, marking the first positive quarter since mid-2022, and raised full-year guidance as its three-year turnaround strategy takes hold.

Priya Anand · 14 Sept 2026
Independence Realty Trust Declares $0.18 Quarterly Dividend
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Independence Realty Trust Declares $0.18 Quarterly Dividend

Philadelphia-based REIT sets Oct. 23 payment date for Q3 distribution; shares must be held through Sept. 30 record date.

Priya Anand · 14 Sept 2026
Twilio Deepens AI Push at Goldman Sachs Tech Conference
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Twilio Deepens AI Push at Goldman Sachs Tech Conference

Twilio showcased its three-layer AI strategy and reported strong organic revenue growth of over 5% for two straight quarters as the cloud communications platform accelerates its agent-centric product roadmap.

Priya Anand · 14 Sept 2026
Starling Oncology Projects Revenue Doubling, Profitability in Sight
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Starling Oncology Projects Revenue Doubling, Profitability in Sight

The value-based oncology platform raised its capital structure and pointed to capitated revenue growth of 100% in 2027, alongside an adjusted EBITDA profitability target for 2026.

Priya Anand · 14 Sept 2026
Korn Ferry Declares $0.55 Quarterly Dividend
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Korn Ferry Declares $0.55 Quarterly Dividend

The global consulting firm set the payment for Oct. 15, with a record date of Sept. 22, as CEO Burnison cited confidence in the company’s strategic direction.

Priya Anand · 14 Sept 2026