NYSE:EHC
NYSE:EHCHealthcare

Did Patient Safety Allegations Just Shift Encompass Health's (EHC) Investment Narrative?

In July 2025, Encompass Health came under regulatory and legal scrutiny after the publication of a New York Times article alleging below-average safety performance and higher patient fatality rates at its hospitals, prompting multiple law firm investigations into the company’s business practices. This heightened scrutiny highlights the significant reputational and compliance risks facing healthcare providers, even during periods of operational expansion and recent dividend increases. We'll...
NYSE:BWXT
NYSE:BWXTAerospace & Defense

BWX Technologies (BWXT) Advances Microreactor Projects and Wins $2.6B in Defense Contracts Is Momentum Building?

In July 2025, BWX Technologies began fabricating the reactor core for the Department of Defense's Pele microreactor and announced new contracts totaling US$2.6 billion for U.S. naval nuclear propulsion components, expanding its TRISO nuclear fuel manufacturing capabilities along the way. This development highlights how BWXT is strengthening its presence in both defense and advanced nuclear technology markets, positioning the company to meet growing demand for resilient, transportable nuclear...
NasdaqGS:ROKU
NasdaqGS:ROKUEntertainment

Could Jurisdiction Challenges Shape Roku (ROKU)'s Long-Term Global Licensing Strategy?

In July 2025, the US District Court for the District of Massachusetts dismissed Roku's effort to have a global FRAND royalty rate set for the HEVC Advance Patent Pool, determining it lacked jurisdiction over an international patent portfolio spanning 117 countries. This outcome underscores the territorial nature of patent law and emphasizes that US courts do not serve as venues for setting worldwide licensing terms, spotlighting the importance of jurisdiction in complex global patent...
NasdaqGS:ASND
NasdaqGS:ASNDBiotechs

How Investors Are Reacting To Ascendis Pharma (ASND) FDA Approval Expanding SKYTROFA Use to Adults

On July 28, 2025, Ascendis Pharma announced that the U.S. FDA approved SKYTROFA (lonapegsomatropin-tcgd), extending its use from pediatric to adult patients with growth hormone deficiency based on positive Phase 3 clinical trial results. This milestone expands SKYTROFA’s addressable patient population, reflecting both clinical progress and potential for increased commercial opportunities in the adult segment. We’ll examine how FDA approval of SKYTROFA for adult use could shape Ascendis...