MBS Digest
| Ticker | Company | Price | 90-day % | 52-wk High | 52-wk Low |
|---|---|---|---|---|---|
| LLY | Eli Lilly and Company | $1122.50 | +14.7% | $1182.73 | $623.78 |
| NVO | Novo Nordisk A/S | $43.55 | +12.6% | $74.82 | $35.12 |
| AMGN | Amgen Inc. | $347.84 | -5.5% | $391.29 | $267.83 |
| PFE | Pfizer Inc. | $26.04 | -2.9% | $28.75 | $23.11 |
| ISRG | Intuitive Surgical, Inc. | $417.07 | -14.5% | $603.88 | $396.68 |
| RBOT | Vicarious Surgical Inc. | $0.25 | -58.1% | $13.75 | $0.17 |
| MDT | Medtronic plc | $81.32 | -8.1% | $106.33 | $73.31 |
| BSX | Boston Scientific Corporation | $46.92 | -33.1% | $109.50 | $45.99 |
| ABT | Abbott Laboratories | $90.62 | -17.7% | $139.06 | $81.97 |
| SYK | Stryker Corporation | $310.58 | -11.4% | $404.87 | $281.00 |
| UNH | UnitedHealth Group Incorporated | $407.65 | +41.6% | $415.98 | $234.60 |
| HCA | HCA Healthcare, Inc. | $396.93 | -24.4% | $556.52 | $330.00 |
The strongest 90-day performer in this cohort was UNH, while RBOT showed the weakest relative move. The group remains a mixed read on metabolic care: obesity-drug leaders continue to trade on pipeline depth and access expectations, while medtech names reflect broader procedure-volume, capital-equipment, and hospital-spending concerns.
Across the obesity pharmacotherapy names, the average 90-day move was +4.7%. That number hides very different stories: Lilly is being rewarded for portfolio breadth, Novo Nordisk remains tied to competitive and access concerns, Amgen is trading on whether less-frequent dosing can matter clinically, and Pfizer is still rebuilding obesity credibility after danuglipron.
The device and provider side is just as relevant for MBS programs. Robotics and medtech stocks help signal appetite for surgical innovation and capital spending, while UNH and HCA offer a window into payer pressure and hospital operating conditions. For bariatric leaders, those forces affect OR access, referral networks, benefits design, and the economics of comprehensive obesity care.
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