Intuitive Surgical: Oppenheimer now bullish, sees competition being "crowded out"

Wed, 12 Aug 2026 08:32:44 -0400

Investing.com -- Oppenheimer upgraded Intuitive Surgical to Outperform from Perform with a $500 price target in a note on Wednesday, arguing the company's strategy of "Crowding Out Competitors" is strategically smart.

Analyst Suraj Kalia said the change reflects "a more nuanced risk-reward assessment at these levels."

On the positive side, the firm views U.S. competition as a "non-factor," with field checks suggesting "some unique workflow challenges for Ottava that limit long-term appeal" and real-estate issues for Hugo.

It added that Intuitive's customized price-volume contracts complicate competitor returns, while its per-click model "provides tremendous flexibility in lower-acuity ASC penetration."

Intuitive Surgical: Oppenheimer now bullish, sees competition being "crowded out"

Wed, 12 Aug 2026 08:32:44 -0400

Analyst Suraj Kalia said the change reflects "a more nuanced risk-reward assessment at these levels."

It added that Intuitive's customized price-volume contracts complicate competitor returns, while its per-click model "provides tremendous flexibility in lower-acuity ASC penetration."

Intuitive Surgical: Oppenheimer now bullish, sees competition being "crowded out"

Wed, 12 Aug 2026 08:32:44 -0400

Analyst Suraj Kalia said the change reflects "a more nuanced risk-reward assessment at these levels."

It added that Intuitive's customized price-volume contracts complicate competitor returns, while its per-click model "provides tremendous flexibility in lower-acuity ASC penetration."

Intuitive Surgical: Oppenheimer now bullish, sees competition being "crowded out"

Wed, 12 Aug 2026 08:32:44 -0400

Analyst Suraj Kalia said the change reflects "a more nuanced risk-reward assessment at these levels."

It added that Intuitive's customized price-volume contracts complicate competitor returns, while its per-click model "provides tremendous flexibility in lower-acuity ASC penetration."

Form N-PX JOHNSON & JOHNSON For: Jun 30

Tue, 11 Aug 2026 06:01:00 -0400

si-local-file:///var/storage/secattach/20260811/26900361.html

Form N-PX JOHNSON & JOHNSON For: Jun 30

Tue, 11 Aug 2026 06:01:00 -0400

si-local-file:///var/storage/secattach/20260811/26900361.html

Johnson & Johnson to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference

Mon, 10 Aug 2026 16:27:00 -0400

NEW BRUNSWICK, N.J.--(BUSINESS WIRE)-- Johnson & Johnson (NYSE: JNJ) will present at the Morgan Stanley 24th Annual Global Healthcare Conference on Monday, September 14th, 2026. Management will participate in a Fireside Chat at 11:30 a.m. Eastern Time.

A live audio webcast of the presentation will be accessible through Johnson & Johnson's Investor Relations website at www.investor.jnj.com. An archived edition of the session will be available later that day.

The audio webcast replay will be available approximately 48 hours after the webcast.

View source version on businesswire.com:

Johnson & Johnson to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference

Mon, 10 Aug 2026 16:27:00 -0400

The audio webcast replay will be available approximately 48 hours after the webcast.

View source version on businesswire.com:

Johnson & Johnson to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference

Mon, 10 Aug 2026 16:27:00 -0400

The audio webcast replay will be available approximately 48 hours after the webcast.

View source version on businesswire.com:

Johnson & Johnson to Participate in the Morgan Stanley 24th Annual Global Healthcare Conference

Mon, 10 Aug 2026 16:27:00 -0400

The audio webcast replay will be available approximately 48 hours after the webcast.

View source version on businesswire.com:

Form 4 JOHNSON & JOHNSON For: Aug 05 Filed by: Duato Joaquin

Fri, 07 Aug 2026 17:51:00 -0400

si-local-file:///var/storage/secattach/20260807/26892381.html

Form 4 JOHNSON & JOHNSON For: Aug 05 Filed by: Duato Joaquin

Fri, 07 Aug 2026 17:51:00 -0400

si-local-file:///var/storage/secattach/20260807/26892381.html

Form 4 JOHNSON & JOHNSON For: Aug 06 Filed by: Forminard Elizabeth

Fri, 07 Aug 2026 17:45:00 -0400

si-local-file:///var/storage/secattach/20260807/26892364.html

Form 4 JOHNSON & JOHNSON For: Aug 06 Filed by: Forminard Elizabeth

Fri, 07 Aug 2026 17:45:00 -0400

si-local-file:///var/storage/secattach/20260807/26892364.html

Morgan Stanley tracks US drug market prescriptions for week ending July 31

Fri, 07 Aug 2026 12:04:12 -0400

Investing.com -- Morgan Stanley released its weekly analysis of US prescription drug market data for the week ending July 31, showing total prescription year-over-year growth of 1.5% compared to 2.0% the previous week and 1.3% over the past 12 weeks.

The rolling 4-week total prescription year-over-year change was -0.2%, while the rolling 12-week total prescription year-over-year change was 1.3%. Extended unit weekly year-over-year growth was 1.1%, below total prescription year-over-year growth. Sequential weekly total prescription growth was -0.5% compared to -0.4% the week before.