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Stock impact report

Janus Henderson Enterprise Fund Q4 2025 Commentary [Seeking Alpha]

Revolution Medicines, Inc. (RVMD) 
Company Research Source: Seeking Alpha
Revolution Medicines stock rose on encouraging early-stage clinical trial results for RMC-9805, which is being investigated as a potential treatment for people diagnosed with pancreatic cancer. Constellation Software has established a successful track record of acquiring and improving the operations of 'mission-critical' software businesses that target market segments with high customer retention. CoStar Group benefits from tremendous information advantages and proprietary data that would be difficult to replicate, even as Google started testing the placement of real estate listings. Enterprise Fund management remains constructive on the market outlook for 2026, as moderating inflation has given the Federal Reserve more flexibility to cut interest rates. Bussarin Rinchumrus/iStock via Getty Images At a glance Performance The Fund returned 1.75% and the Russell Midcap® Growth Index (RMCCG) returned -3.70%. Contributors/detractors Stock selection in the healthcare and Show less Read more
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