10 Health Care Stocks Whale Activity In Today’s Session - SELLAS Life Sciences Gr (NASDAQ:SLS), Zoetis (N

J.P. Morgan raised its 2027 price target for Novo Nordisk (NVO) to 275 DKK from 250 DKK, citing stronger sales forecasts for Ozempic and Wegovy. The broker increased 2026-2030 EPS forecasts by 4-8%, expecting 1% sales growth in 2027. Ozempic's forecast was raised by 8% to 113B DKK, while Oral Wegovy's was cut by 11% to 18B DKK.

Eli Lilly and the FDA are in a legal dispute over whether retatrutide, a triple-hormone injection for obesity, is a biologic or a drug. The classification affects market exclusivity, with biologics having 12 years and drugs 5 years. Lilly claims retatrutide has 41 amino acids, meeting the biologic threshold, but the FDA disagrees. The outcome could delay cheaper versions of the drug by years, impacting patients and insurers. Lilly plans to file for approval in early 2027, but the timeline may sh

Eli Lilly (LLY) reported a 48% revenue increase to $23B last quarter, driven by Mounjaro. Shares rose 78% over the past year. Wall Street's consensus target is $1,310, implying 4% upside, while an independent model targets $1,463. Key catalysts include retatrutide's Q1 2027 regulatory filing and Foundayo's global rollout. Risks include price erosion and competition from Novo Nordisk (NVO).

Picard Medical (PMI) rose 40% after reporting Q2 revenue growth of 39% to $3.0M. Sadot Group (SDOT) surged 100% despite zero revenue, with net income up to $35.2M. Capricor Therapeutics (CAPR) gained 11% after FDA extended review for deramiocel. GRI Bio (GRI) climbed 10% with Phase 2a data selected for ERS 2026. Biomea Fusion (BMEA) rose 14% after completing Phase 2 diabetes trial enrollment. Yarrow Bioscience (YARW) advanced 12% with Graves' disease trial updates.

Zoetis (ZTS) stock rose 3.61% in a day and 6.52% in a week after FDA authorized Simparica Trio for treating New World screwworm. Despite recent gains, shares are down 38.27% year-to-date and 48.95% in a year. The company lowered revenue and earnings guidance, with a 11% YoY decline in U.S. Companion Animal segment revenue. ValueInvestingSubstack values Zoetis at $92.92, suggesting a 16.3% undervaluation.

The FDA cleared Roche’s Elecsys pTau217 blood test, developed with Eli Lilly, for Alzheimer’s disease assessment. The test uses a single biomarker to evaluate amyloid pathology in adults 55 and older, potentially reducing the need for costly PET scans or invasive lumbar punctures. It runs on Roche’s existing cobas immunoassay instruments, enabling rapid scaling. The test aims to streamline diagnosis and treatment pathways, benefiting both primary and specialty care settings.