Daily Brief Health Care: OSE Immuno, Abbott Laboratories, Genesis Healthcare, Roivant Sciences Ltd and more

OSE Immunotherapeutics has made tangible progress across its clinical development pipeline, creating positive momentum, in our view. In immuno-inflammation, monoclonal antibody therapy lusvertikimab showed positive results in Phase II for ulcerative colitis (UC), and in immuno-oncology, cancer vaccine Tedopi is progressing through the registrational Phase III ARTEMIA trial in non-small cell lung cancer (NSCLC). While these are the two leading proprietary candidates, we highlight that OSE also has a strong track record of establishing fruitful partnerships with key pharma players with other pipeline candidates, adding to the company’s value proposition. Overall, OSE’s activities span multiple disease areas, providing a ‘portfolio of a pipeline’, which we aim to provide an overview of in this note. Readers may refer to our April outlook note for a discussion on financials and valuation.

• Abbott Laboratories’ second quarter earnings report for 2025 highlighted a mixed performance across its diverse business segments.
• The company demonstrated solid sales growth of 7.5% year-over-year excluding COVID testing sales, with an adjusted earnings per share (EPS) of $1.26, an 11% increase from the previous year, surpassing consensus expectations.
• In its Nutrition segment, Abbott saw a 3.5% increase in sales driven largely by a robust demand for its Ensure and Glucerna brands.

• Gen Digital’s first quarter fiscal year 2026 results reflect a mix of positive growth dynamics and strategic challenges.
• The report highlights several key themes influencing the company’s performance, including product innovation, strategic acquisitions, and evolving market dynamics.
• On the positive side, Gen Digital has demonstrated impressive revenue growth, with reported bookings and revenue increasing over 30% year-over-year.

• Roivant presented its financial results for the first quarter ending June 30, 2025, reflecting a period described as relatively quiet but setting the stage for significant events in the upcoming months.
• The company is primarily focused on its diverse pipeline of biopharmaceutical endeavors, comprising significant R&D progressions and ongoing litigation matters.
• This analysis will cover these key areas of their operational focus and financial strategy.