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Three of our shares benefited from the AI rally, whereas three others fell out of favor since final month

The stock market continued its upward trend since our last monthly CNBC Investing Club meeting, although leadership was changing beneath the surface. The Dow led the way, rising 2.3% from June 17 through Wednesday’s close. The 30-stock average hit a record high on July 6 before retreating slightly in recent days. The S&P 500 gained…
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The FDA is permitting Zyn, owned by Philip Morris, to be marketed as much less dangerous cigarettes

The Food and Drug Administration gave the clearance on Tuesday Philip MorrisZyn’s proprietary nicotine pouches are set to be marketed as less harmful than cigarettes, handing the tobacco giant a major regulatory victory as the Trump administration eases restrictions on nicotine products. The decision, first reported by Axios, allows 20 Zyn products to carry a…
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The window for biotech corporations to go public is open, however huge pharma M&A is setting the tempo: bankers

After several years of muted activity, public markets are beginning to reopen to biotech companies. But according to JPMorgan’s top healthcare dealmakers, the strongest companies may still be more likely to sell out to Big Pharma rather than test investor appetite through an IPO. The IPO window for high-quality biotech companies has reopened, but investors…
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Abivax inventory tumbles attributable to most cancers circumstances in colon drug trial

Shares of Abivax The company closed down 43.6% on Tuesday after reporting new data on its lead asset, an ulcerative colitis drug, wiping out billions in market capitalization and raising questions about how a potential takeover of the French biotechnology company might play out. The drug met its endpoints of clinically meaningful efficacy and a…
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Bristol Myers Squibb turns to Chinese language firm Hengrui to replenish its pipeline

One of America’s largest pharmaceutical companies said this week that it will work with a Chinese drugmaker to test some of its experimental drugs and discover new ones. This agreement could mark the next phase of coordination across continents. Bristol Myers Squibb announced on Tuesday a potential multi-billion dollar partnership with one of China’s leading…
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FDA Commissioner Marty Makary defends Replimune’s approval choice

U.S. Food and Drug Administration Commissioner Marty Makary defended himself in a CNBC interview aired Tuesday after months of pressure over the recent drug rejections. The unrelenting heat reached new heights this week with a Bloomberg News report that described “paranoia, turmoil and backlash” at the agency under Makary’s tenure. A Wall Street Journal opinion…
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Understanding NAD+ Injections and Their Role in Cellular Health and Function

NAD+ injections are being talked about for one simple reason. They go straight at a molecule your body already depends on to produce energy and keep cells functioning. No guesswork about what NAD+ is supposed to do. It’s already part of the system. The question now is whether boosting it, especially through injections, may support…
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UnitedHealth Group (UNH) Q1 2026 outcomes

UnitedHealthcare’s sign is displayed at its office building in Minnetonka, Minnesota, USA on December 11, 2025. Tim Evans | Reuters UnitedHealth Group on Tuesday reported first-quarter profit that beat estimates and raised its 2026 profit outlook as the company can better manage high medical costs and streamline its operations. The nation’s largest private insurer said…
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Metformin for Longevity: Understanding Its Anti-Aging Potential

Metformin has been used for decades. Not as a wellness trend. Not as a supplement experiment. As a prescription drug with a long safety record in metabolic disease. What has changed is how researchers now view the drug. Instead of asking only how Metformin lowers blood glucose, the question has widened. Can Metformin support longevity?…
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Trump is getting ready drug tariffs of as much as 100%

The Trump administration on Thursday imposed new tariffs on brand-name drugs from drug companies that have not reached agreements with the president to lower their U.S. drug prices – a long-awaited move that is likely to affect only a small fraction of drugmakers. “We need to ensure that our drug supply is protected, safe and…