| ABT_79370e41 | in the fall | 2026-09-01 | 2026-11-30 | Potential Medicare coverage expansion for Libre Continuous Glucose Monitoring (CGM) for Type 2 non-insulin users in the US. | This could unlock a multibillion-dollar opportunity by accelerating commercial insurance coverage and reaching approximately 10 million Medicare beneficiaries, significantly boosting CGM sales. | Ticker | 2026-07-16 | earnings_transcript | ABT (ticker) |
| ABT_30e24e43 | by year-end 2026 | 2026-10-01 | 2026-12-31 | FDA approval and US launch of Amulet 360 Left Atrial Appendage (LAA) device. | This device is designed to help reduce the risk of stroke in patients with AFib and is expected to reignite growth and capture market share in the LAA closure market. | Ticker | 2026-10-21 | earnings_transcript | ABT (ticker) |
| ABT_7cc559f2 | starting in the fourth quarter | 2026-10-01 | 2026-12-31 | Broad U.S. launch of TactiFlex Duo catheter. | This catheter enables physicians to seamlessly switch between using RF and PFA energy during a procedure, which is expected to drive adoption and market share in electrophysiology. | Ticker | 2026-10-21 | earnings_transcript | ABT (ticker) |
| ABT_8bb43b0e | sometime in Q4 | 2026-10-01 | 2026-12-31 | Launch of Volt PFA catheter in Japan. | This launch is expected to turn Japan from a headwind to a tailwind for the electrophysiology business, contributing to international growth acceleration. | Ticker | 2026-10-21 | earnings_transcript | ABT (ticker) |
| DGX_89bf1d10 | later this year | 2026-10-01 | 2026-12-31 | Full launch of Quest Diagnostics' lab ordering and results service directly through the Apple Health app for iPhone and iPad users. | This partnership is expected to drive robust growth in the consumer health channel by making lab testing more accessible and integrated with personal health data, potentially unlocking greater health insights and increasing utilization. | Ticker | 2026-10-22 | earnings_transcript | DGX (ticker) |
| DGX_b3b059a5 | later this year | 2026-10-01 | 2026-12-31 | Rollout of Haystack MRD through Flatiron Health's Onco EMR Molecular Profiling integration platform to Flatiron's 4,700 clinicians and other providers nationwide. | This integration provides ease of ordering and tracking for Haystack MRD, potentially driving increased adoption and volume for Quest Diagnostics' oncology test. | Ticker | 2026-07-23 | earnings_transcript | DGX (ticker) |
| GH_707b8be0 | later this year | 2026-10-01 | 2026-12-31 | Guardant Health plans to launch Reveal Ultra, which is anticipated to be the most sensitive tumor-informed MRD test. | This new product launch is expected to redefine sensitivity in the tumor-informed MRD space, enhancing Guardant Health's competitive position and driving further volume growth in the MRD market. | Ticker | 2026-07-30 | earnings_transcript | GH (ticker) |
| NTRA_be394610 | later this year | 2026-10-01 | 2026-12-31 | Commercial launch of Signatera for colorectal cancer in Japan. | This launch is expected to drive market adoption and revenue in Japan, supported by existing society guidelines. | Ticker | 2026-08-06 | earnings_transcript | NTRA (ticker) |
| NTRA_c9201351 | later this year | 2026-10-01 | 2026-12-31 | Commercial launch of Signatera for colorectal cancer in Japan, pending final pricing and reimbursement determination. | This represents a significant international market expansion for Signatera, potentially driving substantial revenue growth and solidifying its global footprint in oncology diagnostics. | Ticker | 2026-08-06 | earnings_transcript | NTRA (ticker) |
| UNH_2039ecb0 | on track to exceed 90% by year-end | 2026-10-01 | 2026-12-31 | Optum Health is on track to expand AI-based ambient listening capabilities to over 90% of its employed providers. | This deployment is expected to improve clinical workflow, reduce clinician burnout, enhance operational performance, and support better patient care, contributing to Optum Health's margin improvement and leveraging AI. | Ticker | 2026-07-16 | earnings_transcript | UNH (ticker) |
| ORCL_6daefdbb | October 28 in Las Vegas | 2026-10-28 | 2026-10-28 | Oracle's Investor Day event scheduled for October 28, 2026, where the company is expected to provide updates on its strategy, financial outlook, and progress in its AI and cloud businesses. | This event offers a critical platform for Oracle to articulate its long-term vision and provide new insights that could significantly influence investor sentiment, valuation, and understanding of its strategic direction. | Ticker | 2026-06-10 | earnings_transcript | ORCL (ticker) |
| DGX_cfca96b5 | by mid-November | 2026-11-01 | 2026-11-15 | Congressional Budget Office (CBO) scoring of the bipartisan, bicameral RESULTS Act. | A CBO score is a crucial milestone for the RESULTS Act, which aims to permanently reform PAMA and ensure fair Medicare reimbursement rates for diagnostic labs. A favorable score could increase the likelihood of its inclusion in year-end legislation, mitigating potential revenue cuts from PAMA. | Theme | 2026-10-22 | earnings_transcript | DGX (ticker) |
| DGX_af31e761 | by year's end | 2026-11-16 | 2026-12-31 | Potential passage and enactment of the RESULTS Act as part of a year-end legislative package. | The passage of the RESULTS Act would permanently reform PAMA, potentially preventing excessive rate cuts for diagnostic services in 2027 and beyond, which would be a significant positive for Quest Diagnostics and the industry. | Theme | 2026-10-22 | earnings_transcript | DGX (ticker) |
| ORCL_1633ca57 | accelerate in the second half of the year as we bring further megawatts online at our data centers | 2026-12-01 | 2027-05-31 | Oracle's anticipated acceleration in total revenues and non-GAAP EPS during the second half of fiscal year 2027, driven by bringing more data center capacity online to meet customer demand. | Achieving this acceleration is crucial for Oracle to demonstrate effective conversion of its substantial Remaining Performance Obligations (RPO) into recognized revenue and earnings, validating its AI infrastructure investments and boosting investor confidence. | Ticker | 2026-06-10 | earnings_transcript | ORCL (ticker) |
| ABT_6009f906 | in December | 2026-12-01 | 2026-12-31 | U.S. launch of Libre Duo, the world's first dual glucose ketone biowearable sensor. | This product allows people with diabetes to monitor ketones without traditional blood or urine tests, offering a new growth driver for the diabetes care business. | Ticker | 2026-10-21 | earnings_transcript | ABT (ticker) |
| IQV_2593c7c7 | December 1-2, 2026 | 2026-12-01 | 2026-12-02 | COG: CRO Summit in North Carolina, focusing on AI integration and clinical trial innovation. | This summit will highlight cutting-edge topics such as AI integration and clinical trial innovation. Key announcements or presentations could reveal new opportunities and competitive advantages for CROs like IQVIA, leveraging advanced technologies and operational efficiencies. | Theme | 2026-05-05 | earnings_transcript | IQV (ticker) |
| IQV_8ae5960d | December 2, 2026 | 2026-12-02 | 2026-12-02 | IQVIA Investor Day. | This event is expected to provide updated strategic insights, long-term financial targets, and new product/technology roadmaps, which can significantly impact investor sentiment and valuation. | Ticker | 2026-07-28 | earnings_transcript | IQV (ticker) |
| ABT_c375ff52 | January 1 | 2027-01-01 | 2027-01-01 | Significant U.S. payer formulary coverage for Libre goes into effect. | This expanded coverage is expected to be a nice growth driver for the diabetes business in the coming year. | Ticker | 2026-10-21 | earnings_transcript | ABT (ticker) |
| DGX_bb8518fe | effective January 1, 2027 | 2027-01-01 | 2027-01-01 | Final 2027 Clinical Laboratory Fee Schedule (CLFS) rates become effective. | This legislative outcome will directly influence Medicare reimbursement rates for a wide range of diagnostic tests, affecting the profitability and market access for Quest Diagnostics and the broader diagnostics sector. | Theme | 2026-07-23 | earnings_transcript | DGX (ticker) |
| DGX_1aec303d | early next year | 2027-01-01 | 2027-03-31 | Launch of the Corewell Health joint venture (JV) and a new lab in Michigan. | This JV is a significant strategic collaboration for Quest Diagnostics, expected to contribute positively to revenues and potentially improve operating margins over time. | Ticker | 2026-07-23 | earnings_transcript | DGX (ticker) |
| DGX_ae4871f6 | early next year | 2027-01-01 | 2027-03-31 | Launch of a state-of-the-art lab in Southeast Michigan as part of the joint venture with Corewell Health. | This joint venture is a significant growth driver for Quest's hospital channel, contributing to volume growth and expanding collaborative lab solutions. | Ticker | 2026-04-21 | earnings_transcript | DGX (ticker) |
| DGX_104d8516 | next year | 2027-01-01 | 2027-03-31 | Introduction of the Waters Corporation's Onclarity self-collection kit for HPV testing through Quest Diagnostics' clinical, health plan, and consumer health channels. | This collaboration expands Quest's women's health portfolio with a new, convenient at-home option for cervical cancer screening, potentially driving volume and revenue in the consumer health and clinical channels. | Ticker | 2026-10-22 | earnings_transcript | DGX (ticker) |
| DGX_c0c7190c | early next year | 2027-01-01 | 2027-03-31 | Quest Diagnostics anticipates scaling up its Corewell Health Co-Lab relationship to a joint venture and launching a new lab in Michigan. | This represents a significant expansion of a strategic partnership, expected to contribute positively to revenues and strengthen Quest's presence in the hospital channel. | Ticker | 2026-07-23 | earnings_transcript | DGX (ticker) |
| GH_8850e4c8 | following ADLT designation | 2027-01-01 | 2027-06-30 | Guardant Health plans to offer widespread availability of Guardant360 Liquid CDx to U.S. customers. | This commercial rollout, following ADLT designation, will drive greater adoption of the test, simplify the therapy selection portfolio, and contribute to oncology volume growth. | Ticker | 2026-07-30 | earnings_transcript | GH (ticker) |
| GH_4fe268e1 | first half of 2027 | 2027-01-01 | 2027-06-30 | Guardant Health remains on track to obtain ADLT designation for Guardant360 Liquid CDx. | This designation is expected to lead to an immediate increase in the average selling price (ASP) for Guardant360, improving gross margins and potentially accelerating the company's timeline to cash flow breakeven. | Ticker | 2026-07-30 | earnings_transcript | GH (ticker) |
| ELV_db604a61 | on January 1, 2027 | 2027-01-01 | 2027-01-01 | Colorado's AI Act takes effect. | This regulatory trend impacts data owners operating across multiple US states, necessitating increased investment in legal and technical compliance, but also creating defensible moats for compliant companies like Elevance Health. | Theme | 2026-07-15 | earnings_transcript | ELV (ticker) |
