Sands Capital, an investment management company, released its “Sands Capital Global Growth Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Global Growth adopts a flexible approach to identify the most promising growth companies worldwide. Global equities surged in the quarter, although leadership remains concentrated. In this environment, the strategy returned -2.0% compared to 7.6% for the MSCI ACWI. You can check the fund’s top 5 holdings to know more about its best ...

Platinum Asset Management, an investment management company, released its Q3 2025 investor letter for “Platinum International Technology Fund”. A copy of the letter can be downloaded here. The fund was up 6% in the third quarter, driven by strong performance from AI-oriented holdings. The portfolio holds around 30% of its stake in AI infrastructure stocks and is positioned to benefit from significant investment in the AI build-out. In addition, you can check the fund’s top 5 holdings to find out its best pi ...

Investors with a lot of money to spend have taken a bullish stance on Intuitive Surgical (NASDAQ:ISRG).And retail traders should know.We noticed this today when the trades showed up on publicly available options history that we track here at Benzinga.Whether these are institutions or just wealthy individuals, we don't know. But when something this big happens with ISRG, it often means somebody knows something is about to happen.So how do we know what these investors just did? Today, Benzinga's options scann ...

The following players span a variety of industries, so if you pick up more than one, you may gain in diversification.Soon, it will be countdown time, noting one by one the last minutes of 2025. But today, we can start early, counting down the last 12 investment days until the new year. The stock market will be closed on Dec. 25 for Christmas Day and opens for partial sessions on Dec. 24 and Dec. 31. What should you do during this countdown? Consider possible stocks, companies with great long-term prospects, ...

Key Takeaways Intuitive Surgical's da Vinci systems and Ion platform drive 19.9% revenue growth in 2026.Insulet's Omnipod 5 adoption expands globally with new sensor integrations and FDA clearance.IDEXX rolls out AI-powered inVue Dx analyzers and Cancer Dx panel, boosting companion animal diagnostics.2025 brought ups and downs for the MedTech industry. Under President Trump’s second term, shifting trade policies, including new and heightened threats of tariffs, sanctions and other restrictions, created sign ...

Intuitive Surgical is expanding its flywheel, but investors are once again aware of the growth opportunities on offer.There are many aspects of Intuitive Surgical's (ISRG 0.88%) business to appreciate. However, as famous investor Benjamin Graham one said, a good company can be a bad investment if you pay too much for it. After a big rally in Intuitive Surgical's price following third-quarter earnings, is the stock worth buying in December?What does Intuitive Surgical do?From a big-picture perspective, Intui ...

These habitual market beaters can pull it off again.After trailing broader equities over the past few years, will the healthcare sector finally bounce back in 2026? It's hard to predict those things.No matter what happens to the industry, though, there are plenty of excellent healthcare stocks that look attractive heading into the new year. Let's consider three that are among my favorites to buy: AbbVie (ABBV 0.29%), Eli Lilly (LLY +1.80%), and Intuitive Surgical (ISRG 0.88%). 1. A reliable dividend payerOn ...

Financial giants have made a conspicuous bullish move on Intuitive Surgical. Our analysis of options history for Intuitive Surgical (NASDAQ:ISRG) revealed 9 unusual trades.Delving into the details, we found 55% of traders were bullish, while 33% showed bearish tendencies. Out of all the trades we spotted, 6 were puts, with a value of $237,010, and 3 were calls, valued at $94,205.Projected Price TargetsBased on the trading activity, it appears that the significant investors are aiming for a price territory s ...

行业研究是投资的源动力。元禾控股推出"元动力"系列行研分享，编辑部据此推出《元动力》行业研究专栏，旨在交流行业研究成果，分析行业发展趋 势，探讨未来投资方向。 本期《元动力》行业研究专栏聚焦中美生物医药投资，分享者是元禾控股研究中心（博士后科研工作站）分析师陈铭源博士，将从中美生物医药领域投资 概况、中美医疗体系的差异、"募、投、管、退"视角下的对比与思考等维度进行展开。 中美生物医药领域投资概况 美国VC投资成功案例 美国VC投资成功案例——Moderna | 成立时间 | 2010年 | | --- | --- | | 上市时间 | 2018年 | | 市值 | 1995亿美金(2021年) | | 融资信息 | 20.7亿,A轮-F轮融资 | | 核心技术 | mRNA创新药物 | | 核心产品 | mRNA新冠疫苗2022年,184亿 | | | 美元 | | 投资机构 | Flagship Pioneering解化项目 | | VC角色 | Flagship在孵化到融资阶段共投 | | | 31. 资约5000万美金,2021年所持有 | | | 7.8% 股份约有155.6亿美元 | Modern ...

核心事件与监管批准 - 直觉外科公司获得了美国食品药品监督管理局的批准，将其达芬奇单孔手术机器人系统的适用范围扩大至三种新的外科手术：腹股沟疝修补术、胆囊切除术和阑尾切除术 [1] - 此次批准显著拓宽了达芬奇单孔系统在普通外科领域的应用，并补充了其在美国已有的泌尿系统、结肠直肠、胸部和口咽部手术许可 [1] 产品技术与临床优势 - 达芬奇单孔系统通过单一切口或自然腔道进行操作，配备多达三个灵活的多关节器械和一个3D高清摄像头，为外科医生提供体内清晰视野，实现精确解剖和在深层解剖区域更安全便捷的操作 [9] - 单孔手术方法支持创伤更小、恢复更快、成本更低且患者体验更佳的手术 [2] - 已有超过500项同行评审研究证明了达芬奇单孔机器人系统在欧洲、日本和韩国用于多种手术的安全性和有效性 [2] 市场影响与增长前景 - 此次获批为公司推广其单孔机器人提供了明确路径，有望提升寻求微创手术和快速恢复的患者需求 [4] - 达芬奇单孔手术方法通过直接切入美国三种最常见的手术程序，有望拓宽公司在微创手术领域的竞争优势 [4] - 随着微创手术病例持续增加，单孔机器人辅助手术系统通过新工具、软件增强和工作流程整合的持续演进，将加深客户采用度，并使公司能够抓住微创护理领域的长期增长 [11] - 第三季度，单孔手术平台的手术量激增了91% [8][11] 公司财务与近期表现 - 直觉外科公司当前市值为2000.8亿美元 [5] - 在此消息宣布后，公司股价在昨日收盘时下跌了0.4% [3] - 年初至今，直觉外科股价上涨了6.5%，同期行业增长率为3.2%，标普500指数上涨了19.5% [3] 公司战略与承诺 - 公司致力于通过新工具和能力推进微创护理的未来，其重点是在所有手术方法中开发创伤更小的新技术，同时坚持帮助患者更快恢复、降低总体医疗成本并使微创手术更舒适的长期优先事项 [2][10] - 为达芬奇单孔系统增加现代化功能是单孔平台持续演进以改善患者护理的关键一步 [10]