Baron Health Care Fund Q4 2025 Contributors And Detractors [Seeking Alpha]
Doximity, Inc. Class A (DOCS)
Company Research
Source: Seeking Alpha
Cidara Therapeutics' shares rose further following Merck's acquisition of the company in a $9.2 billion all-cash deal announced in November 2025, representing a premium of more than 100% over the prior closing price. Doximity's stock detracted from performance as the company issued disappointing guidance for the next two quarters. Eskemar/iStock via Getty Images The following segment was excerpted from the Baron Health Care Fund Q4 2025 Shareholder Letter. Top Contributors & Detractors Top contributors to performance for the quarter Contribution to Return (%) Eli Lilly and Company ( This article was written by Quick Insights The agreement excludes LLY from near-term 'Most Favored Nations' pricing programs and sector tariffs, providing improved regulatory certainty and supporting continued U.S. manufacturing investment. GLP-1 adoption is in early innings; continued uptake is expected to drive a doubling of LLY's total revenues by 2030, targeting a $150B+ market.
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News
- Is It Time To Reassess Doximity (DOCS) After A 62.5% One Year Slide? [Yahoo! Finance]Yahoo! Finance
- Doximity (NASDAQ:DOCS) had its price target lowered by analysts at JPMorgan Chase & Co. from $40.00 to $33.00. They now have a "neutral" rating on the stock.MarketBeat
- Doximity (NASDAQ:DOCS) had its price target raised by analysts at Piper Sandler from $40.00 to $42.00. They now have an "overweight" rating on the stock.MarketBeat
- Halper Sadeh LLC Encourages Doximity Inc. Shareholders to Contact the Firm to Discuss Their RightsGlobeNewswire
- Doximity's (NYSE:DOCS) Solid Earnings Have Been Accounted For Conservatively [Yahoo! Finance]Yahoo! Finance
DOCS
Earnings
- 2/5/26 - Beat
DOCS
Sec Filings
- 3/3/26 - Form 144
- 2/18/26 - Form 4
- 2/18/26 - Form 4
- DOCS's page on the SEC website