GE Healthcare Technologies Inc（GEHC）のニュースとイベントGEHCGE Healthcare Technologies Inc

Nasdaq Rises Nearly 200 Points, Led by Tech Stocks

The major averages were mixed near noon, with the Nasdaq up nearly 200 points, led by tech names. The 10-year Treasury yield is around 5.28%, near multiyear highs. Oil prices are just fractionally higher but remain above $90 a barrel amid continued tensions between the U.S. and Iran.The market also continues digesting Friday's weaker-than-expected September jobs report, which reduced expectations for another Fed rate hike this month. Traders now see roughly an 80% probability that the Fed holds rates steady in October, although a December hike remains largely priced in.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:Schneider Electricagreed to acquire PTCFor $205 per share in cashC.H. Robinsonagreed to acquire RXO Inc.for $30.25 per shareGE Healthcarewill acquire SOFIE Biosciences for $945M in cashTeslaCEO Elon Musk confirmed discussions between his Terafab semiconductor production initiative and TSMCUnitedHealthis under investigation by Texas AG Ken Paxton amid alleged unlawful practices2. WALL STREET CALLS:Melius calls Microsoftthe "adults in charge" of AI, upgrades to BuyDraftKingsupgraded to Buy at BofA following 47% pullbackMorgan Stanley downgraded Group 1 Automotiveto Underweight and AutoNationto Equal WeightWells Fargoupgraded to Overweight at Morgan StanleyCiti upgraded Harley-Davidsonto Buy after several years of caution3. AROUND THE WEB:AppleCEO John Ternus has effectively become the company's design chief, working in the studio several times a week, Bloomberg reportsQualcommand Armwill be facing one another in court, with Qualcomm accusing the company of withholding chip testing tools under contract, Reuters saysKaroline Leavitt, who until August served as President Donald Trump's press secretary and chief spokeswoman, is joining Fox Newsnext month as an on-air contributor, NY Times reportsStablecoin Developmentappears highly speculative and considers the stock uninvestable at any price above zero, Fugazi Research says in a new research noteRenaultplans to continue investing in France's EV industry if this action continues to garner political and social support, Bloomberg reports4. MOVERS:Vaxcytegains after announcing "positive" results from OPUS-1 Phase 3 trial of VAX-31Alvotechincreases in New York after the U.S. FDA approved a supplement to the biologics license application for SimlandiUpstarthigher after reporting originations for September and Q3Millrose Propertiesfalls after Citizens downgraded the stock to Market PerformCapricorlower after announcing open-label extension data for Deramiocel5. EARNINGS/GUIDANCE:NeuroOne Medicalprovided guidance for Q4 and FY26Insmedbacked its brinsupri outlook for FY26inTESTprovided guidance for Q3Forum Marketsannounced its outlook for FY27PepsiCois set to announce Q3 results on October 8INDEXES:Near midday, the Dow was down 8.77, or 0.02%, to 51,168.19, the Nasdaq was up 207.39, or 0.76%, to 27,398.25, and the S&P 500 was up 37.96, or 0.49%, to 7,760.68.

GE HealthCare Acquires SOFIE Biosciences for $945M

GE HealthCare announced a definitive agreement to acquire SOFIE Biosciences, a U.S.-based CMO for PET radiopharmaceuticals, from Trilantic North America, for a purchase price of $945M paid in cash. The transaction is expected to close in the first half of 2027, subject to closing conditions, including regulatory approvals, at which time SOFIE Biosciences will become part of GE HealthCare's PDx segment. The acquisition of SOFIE Biosciences establishes a footprint for GE HealthCare in the time-critical 'final mile' of U.S. PET radiopharmaceutical supply, while also enabling PDx to participate in other high growth areas outside its own product portfolio. With a U.S. network of 15 CMO sites operating 21 cyclotrons, and a theranostics-focused Contract Development and Manufacturing Organization site, this acquisition broadens GE HealthCare's footprint in the U.S. radiopharmaceutical industry, while driving reliable patient access to novel radiopharmaceuticals. It also further enables GE HealthCare's ability to provide solutions along every step of the theranostics pathway, from cyclotrons to imaging technology, digital workflow tools and radiotherapeutics infrastructure. PET radiopharmaceuticals are used in precision medicine to visualize metabolic and molecular activity and, increasingly, to deliver targeted therapies across a range of disease areas. F18 labeled PET radiopharmaceuticals have a 110-minute half-life, with PET CMOs playing a crucial role in enabling timely and reliable patient access, both to existing and pipeline products. Industry-wide, the radiopharmaceutical pipeline is growing rapidly, with approximately 20 PET radiotracers and over 30 radiotherapeutics currently under development.2 These include SOFIE Biosciences' Phase III F18 Fibroblast Activation Protein Inhibitor asset, FAPI-74, for which GE HealthCare already holds outside-of-U.S. rights. FAPI has the potential to further expand an already fast-growing global PET imaging market, and is showing strong potential for diagnostic and theranostic use across a range of oncologic and non-oncologic indications. GE HealthCare will continue to drive and expand access to its existing proprietary F18 radiopharmaceutical products, while advancing its pipeline of new products, both through SOFIE Biosciences, and PDx's other established CMO partners across the U.S. Following the transaction close, SOFIE Biosciences will continue to operate as an independent manufacturing partner to its customers, supplying its existing product portfolio, including products from other leading radiopharmaceutical providers. GE HealthCare estimates that the transaction will be accretive to revenue growth, Adjusted earnings before interest and taxes margin and Adjusted earnings per share in the first full year of ownership.