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Stock impact report

Nomura Healthcare Fund Q1 2026 Commentary [Seeking Alpha]

Roivant Sciences Ltd. - Common Shares (ROIV) 
Company Research Source: Seeking Alpha
Roivant Sciences Inc. advanced due to positive clinical data and a patent settlement with Moderna Inc. over lipid nanoparticle technology. Shares of Pfizer were supported by positive data points for its obesity drug pipeline and robust earnings data. The Fund's underweight position in Eli Lilly benefited relative performance, as shares consolidated following a strong run into year-end 2025. champc/iStock via Getty Images Market review Health care stocks declined during the first quarter, slightly underperforming the broader market as the escalation of the Iran conflict weighed on asset prices. Within the sector, life sciences tools and health care equipment were particularly This article was written by Quick Insights Outperformance was driven by overweight allocations to biotechnology, underweights in weak medical products/equipment sectors, and strong stock selection in pharmaceuticals like UCB SA and AstraZeneca. DLHIX remains overweight biotechnology, especially Show less Read more
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