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Source document· February 22, 2026
Notable healthcare headlines for the week: J&J, Masimo and Bayer in focus
View original at seekingalpha.comNotable healthcare headlines for the week: J&J, Masimo and Bayer in focus Wall Street’s major market averages concluded higher on Friday as investors reacted to the latest PCE inflation report, which came in hotter than expected…
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Estimates a ~4.5% growth in diluted non-GAAP EPS excluding tariff-related impact
80% confidenceThe proposed settlement together with a coming U.S. Supreme Court decision on its challenge to the overall merits of the Roundup lawsuits provides a path out of Bayer's litigation uncertainty
80% confidenceContinues to project about an $185M headwind from tariffs
80% confidenceLooking to spin off the orthopedics unit
80% confidenceExpected 2026 litigation payouts of €5B would cause a cash outflow for the year
80% confidence