In today’s briefing:
- Primer: Lexaria Bioscience (LEXX US) – Sep 2026
- Alcon Unlocks A New Lens Opportunity — RxSight Partnership Targets Adjustable IOLs!
- ARWR: SHASTA-3 and SHASTA-4 Data Presented at ESC 2026
- Cardinal Health’s $1.35 Billion Buyback — A Bold Signal Behind Its Capital Strategy!
- Hims & Hers’ International Revenue Explodes To $131 Million — Eucalyptus Changes The Map!
- LEXX: Introducing DehydraTECH 3.0
- AbbVie Acquisition Move: The $10.9 Billion Immunology Gamble Explained!
- Uncovered Thai Stocks: RAM (2Q26)
Primer: Lexaria Bioscience (LEXX US) – Sep 2026
- Disruptive Proprietary Platform for High-Value Oral Peptide Delivery: Lexaria Bioscience Corp. (LEXX) utilizes its patented DehydraTECH platform—now advanced to DehydraTECH 3.0—to significantly enhance the oral bioavailability, onset speed, and gastrointestinal tolerability of fat-soluble active pharmaceutical ingredients (APIs) and peptides, addressing a multi-billion-dollar commercial opportunity in oral GLP-1/GIP metabolic therapeutics.
- Substantial Preclinical and Clinical Validation: Preclinical and pilot clinical data demonstrate robust performance advantages, including up to a 5-fold increase in oral absorption for next-generation metabolic candidates such as amycretin and retatrutide, validating DehydraTECH as an out-licensing candidate for global pharmaceutical partners seeking needle-free delivery alternatives.
- Fortified Non-Dilutive Capital and Asset-Light Licensing Model: Supported by an Australian Tax Office R&D cash rebate of AUD$3.67 million (~USD$2.6 million), recent warrant exercises, and a zero-debt balance sheet, Lexaria maintains an extended operational runway to execute its 2026/2027 clinical roadmaps and secure high-margin pharmaceutical licensing agreements.
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Alcon Unlocks A New Lens Opportunity — RxSight Partnership Targets Adjustable IOLs!
- Alcon’s second quarter 2026 results reflected modest growth supported by a broad-based contribution across its Surgical and Vision Care franchises.
- Sales increased 7% year-over-year to $2.8 billion, with surgical sales rising 7% and Vision Care sales also up 7%.
- Equipment sales, particularly from the UNITY platform, grew 25%, underscoring the commercial success of recent innovations.
ARWR: SHASTA-3 and SHASTA-4 Data Presented at ESC 2026
- On August 30, 2026, Arrowhead Pharmaceuticals, Inc. (ARWR) announced the presentation of results from the SHASTA-3 and SHASTA-4 trials of plozasiran in adults with severe hypertriglyceridemia (sHTG) at the European Society of Cardiology (ESC) Congress 2026.
- Both studies met their primary endpoint with median triglyceride reductions from baseline of 79% and 81%, respectively.
- In addition, more than 90% of treated patients achieved triglyceride levels <500 mg/dL, which is below the threshold for sHTG.
Cardinal Health’s $1.35 Billion Buyback — A Bold Signal Behind Its Capital Strategy!
- Cardinal Health, Inc. concluded fiscal year 2026 with marked financial improvements driven primarily by its Pharmaceutical and Specialty Solutions segment, which benefited from resilient demand and specialty business strength.
- The company reported a 6% increase in total revenue for the fourth quarter to $63.7 billion and a 14% rise for the full year to $254 billion, with operating earnings growing 30% year-over-year and earnings per share increasing by 40% in the quarter.
- Adjusted free cash flow reached $5 billion, reflecting strong operational execution and favorable demand across its portfolio.
Hims & Hers’ International Revenue Explodes To $131 Million — Eucalyptus Changes The Map!
- Hims & Hers Health reported second-quarter 2026 results marked by strong growth and continued investment in technology, broader offerings, and international expansion.
- Revenue increased nearly 40% year-over-year to more than $753 million, supported by 300,000 net new subscribers, bringing the total to nearly 3 million.
- U.S. revenue reached $622 million, with domestic growth accelerating to 16% on an expanded weight loss portfolio.
LEXX: Introducing DehydraTECH 3.0
- Zacks Small-Cap Research Note for Lexaria Bioscience Corp. (LEXX)
AbbVie Acquisition Move: The $10.9 Billion Immunology Gamble Explained!
- AbbVie Acquisition Move: The $10.9 Billion Immunology Gamble Explained AbbVie has moved quickly to deepen its immunology franchise, completing its $10.9 billion acquisition of Apogee Therapeutics on September 3, 2026, after first announcing the transaction during the second quarter.
- The purchase is AbbVie’s largest bolt-on deal since 2019 and adds a portfolio of long-acting biologics targeting atopic dermatitis, respiratory conditions, and other immune-mediated diseases.
- Management has framed Apogee as a strategic addition to a pipeline already anchored by Skyrizi and Rinvoq, with the aim of extending growth into the 2030s and beyond.
Uncovered Thai Stocks: RAM (2Q26)
- The company has delivered strong sales growth, which is essential for long-term value creation
- The company is very good at generating consistently positive operating cash flow
- The efficiency is very good when looking at the growth in sales relative to the growth in assets

