Daily Brief Health Care: LIVSMED, Johnson & Johnson, Evommune, Anebulo Pharmaceuticals , Quest Diagnostics , Cooper Cos, Vigonvita Life Sciences, Femasys , Gn Store Nord A/S, Mesoblast Ltd and more

• LivsMed is getting ready to complete its IPO on the KOSDAQ exchange in December 2025. LivsMed is a medical device manufacturer that specialises in minimally invasive surgery products.
• This is expected to be one of the largest IPOs in KOSDAQ in 2025.  The IPO price range is from 44,000 won to 55,000 won per share.
• LivesMed has commercialized the world’s first multi-joint, multi-degree-of-freedom (DOF) technology capable of 90° rotation in all directions.

• There is a good amount of froth in the market.
• The “Fear & Greed Index” has slipped into “Extreme Fear” which is usually a good contra-indicator.
• For what it’s worth, I’m still finding plenty of ideas that look attractive from a “bottom up” perspective.

• Evommune (EVMN US) is set to offer 9.375 million shares at $15-$17 and is slated for a debut of November 6th on the NYSE.
• According to the prospectus, the underwriters have reserved up to 5% of the shares at the initial public offering price in a directed share program.
• The company has a handful of license agreements which could boost the profile of this biotech. 

Key points (machine generated)

• Anebulo Pharmaceuticals plans a significant reverse stock split to cash out small shareholders at $3.50 per share.
• The reverse split aims to reduce record holders below 300, avoiding SEC reporting and saving $1.3 million annually.
• The author, currently shorting the stock, warns of the $1.8 million costs of the transaction and advises independent research.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

Key points (machine generated)

• Quest Diagnostics is a leading diagnostic health information provider in the U.S. with projected revenues of $9.9 billion in 2024, increasing to $11.2 billion by 2026.
• The company operates in a duopoly with LabCorp, granting it significant pricing power despite challenges like high fixed costs and complex reimbursement processes.
• Quest’s focus on dividends and share repurchases indicates strong investment appeal and potential for sustained profitability.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• Cooper Companies surged over 6.5% in premarket trading following a bombshell report that activist investor Jana Partners has taken a stake in the company and is pushing for sweeping strategic changes, including a high-profile merger of its contact lens unit with rival Bausch + Lomb.
• The news, first reported by the Wall Street Journal, has sent shockwaves through the vision care industry.
• Jana, known for catalyzing structural change across multiple sectors, is also urging Cooper to improve its capital allocation and returns, hinting at broader dissatisfaction with management’s operational strategy.

• Vigonvita’s product revenue is unlikely to show significant improvement in short term. Whether Vigonvita can avoid the pitfalls that peers have fallen into remains to be tested by the market.
• With a large amount of idle production capacity, the rationality and necessity of the IPO fundraising plan still including the construction of a new factory in Qingdao are questionable.
• Vigonvita’s valuation is mainly based on the commercialization of TPN171/VV116. If sales of TPN171 is poor or clinical trial of VV116 fails, valuation will face the risk of significant decline.

Key points (machine generated)

• Femasys specializes in minimally invasive solutions for women’s reproductive health, targeting a $3 billion market.
• The company has FDA clearance and CE marking for four products, including FemaSeed and FemBloc, which is in pivotal trials.
• Femasys faces liquidity risks due to convertible debt maturities but has a history of successful fundraising, presenting potential investment opportunities.

This article is sourced from an online content aggregator through publicly available sources and is displayed below for general informational purposes only. This article was originally published 3 months ago on Value Investors Club.

• GN Store Nord is a global leader in intelligent audio solutions, operating through three main segments: Hearing, Enterprise, and Gaming.
• The company is strategically focusing on its core, higher-margin businesses by divesting from the competitive consumer earbuds market to reallocate resources to its Hearing, Enterprise, and Gaming divisions.
• While facing challenges in the enterprise market, the Hearing division is demonstrating robust growth, driven by new product launches and market share gains.

This content is AI-generated and displayed for general informational purposes only. Please verify independently before use.

• Mesoblast Ltd (MSB AU) has reported Q1FY26 product revenue of $20.6M, up from $12.9M in the previous quarter, with Ryoncil gross sales increasing 66% QoQ.
• With mandatory state CMS coverage becoming effective as of July 1 in all U.S. states and Mesoblast completing onboarding of the remaining major U.S. transplant centers, Ryoncil revenue is accelerating.
• Mesoblast ended September quarter with $145M in cash. Considering current pace of cash outgo, the company estimates that the current cash should provide runway of approximately 10 more quarters.