Jim Cramer Isn't Sure If There’s Upside In This Health Care Stock
Cramer favors Howmet, remains cautious on AeroVironment, Rocket, AtaiBeckley and MP Materials, citing competition and limited upside.
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As previously disclosed, AtaiBeckley Inc. (the "Company") entered into an Agreement and Plan of Merger, dated as of July 15, 2026 (the "Merger Agreement"), with Eli Lilly and Company, an Indiana
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Cramer favors Howmet, remains cautious on AeroVironment, Rocket, AtaiBeckley and MP Materials, citing competition and limited upside.
Filed: 2026-08-31 AccNo: 0001140361-26-035091 Size: 167 KB Item 8.01: Other Events
Major M&A deals include Flex buys EPC Power for $4.4 Billion, KKR acquires A1 Garage Door, Starman Optical Buys GoPro.
Nxera Pharma announced it will receive an $8.6 million milestone payment from Centessa Pharmaceuticals (a subsidiary of Eli Lilly) following late-stage development progress on selective orexin receptor 2 (OX2R) agonist candidates. The payment will be recognized as revenue in Q3 2026. Nxera retains rights to future development, commercialization milestones, and royalties from the OX2R agonist programs.
Hims & Hers reported Q2 2026 revenue of $753.2M, up 38.2% YoY, driven by subscriber growth to 2.9M and higher spending per subscriber. The company raised full-year 2026 revenue guidance to $3.1B-$3.3B (32-41% growth). However, gross margins contracted sharply to 63.8% due to lower-margin weight loss products and international expansion, resulting in an $86.3M net loss and widening loss per share estimates.