2 Healthcare Names to Buy After Recent Acquisitions

Résumé détaillé

The company’s primary asset has been substantially hurt by a change to the CMS reimbursement framework. In response, the company just acquired the assets of Heron Therapeutix for…

Equities hung in there very well on Thursday given NVIDIA Corporation ($NVDA) fell just over 4% on the resignation of its longtime CEO and Q3 results and guidance from Nebius N.V. ($NBIS) kiboshed the big rebound in the stocks of neocloud providers on Wednesday.

The yield on the 10-year treasury also jumped 14 BPS on the day to close at 5.13%. Despite these events, the NASDAQ managed to keep its loss Thursday to just under .4%. The S&P 500 and Dow posted similar declines on the day. Investor complacency in light of increasing risks remains strong in my view.

I continue to underweight technology as I believe the AI bubble is still in the early innings of deflating. The political environment grew measurably darker due to the midterm election results and I think there are still more cockroaches that will emerge from the NVIDIA debacle. The interim CEO appears to be less of an advocate of the massive financial backstopping the company has been engaged within as the firm acted as a “central banker” to much of the AI ecosystem. And investors still await to see if the Anthropic (ANT) PBC will execute smoothly next week.

That said, while the music remains playing to some extent, one has to get up and dance once in a while. I will continue to incrementally buy during any significant down days in the market, executing covered call orders against reasonably priced equities. Today, I highlight two names in healthcare that I already own but will add some exposure to as opportunities present themselves. Both have made recent significant acquisitions.

Let’s start with CorMedix Inc. (CRMD), which has had a very disappointing 2026 to date and reported tepid Q3 results on Thursday.

The company’s primary asset has been substantially hurt by a change to the CMS reimbursement framework. In response, the company just acquired the assets of Heron Therapeutix for a $145 million upfront payment, just over 14 million shares of CRMD and just north of $50 million in potential earn outs.

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