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Source document· February 22, 2026

Notable healthcare headlines for the week: J&J, Masimo and Bayer in focus

View original at seekingalpha.com
Notable healthcare headlines for the week: J&J, Masimo and Bayer in focus Wall Street’s major market averages concluded higher on Friday as investors reacted to the latest PCE inflation report, which came in hotter than expected…
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  • Looking to spin off the orthopedics unit

    80% confidence
  • Estimates a ~4.5% growth in diluted non-GAAP EPS excluding tariff-related impact

    80% confidence
  • The proposed settlement together with a coming U.S. Supreme Court decision on its challenge to the overall merits of the Roundup lawsuits provides a path out of Bayer's litigation uncertainty

    80% confidence
  • Expected 2026 litigation payouts of €5B would cause a cash outflow for the year

    80% confidence
  • Continues to project about an $185M headwind from tariffs

    80% confidence
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Ce que nous observons
Q4 2026 Biotech Catalyst Cluster: Late-Stage Data and PDUFA Dates Converge
Early-to-mid November 2026 is a dense run of clinical readouts and Q3 earnings at AHA, AASLD, ACR and ASH. Mid-cap biotechs (Vir, Mineralys, Arrowhead, Oryzon, Novartis, J&J) are reporting data that feeds into regulatory decisions. The next ones are the ivonescimab BLA (Nov 14) and the lorundrostat PDUFA (Dec 22), followed by ECLIPSE 2/3 and Maritime-1 readouts in Q1 2027. The list also includes an unrelated delisting track (EGM Nov 19, application Jan 25, 2027), and the facts have no AI or fintech content.
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Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Notable healthcare headlines for the week: J&J, Masimo and Bayer in focus: Source | Via News | fr.via.news