The company reported positive trial results for a colorectal cancer treatment and saw higher use of its DefenCath product. However, shares fell nearly 5% after weak 2026 guidance was issued, sparking investor debate. The CEO is optimistic about the obesity drug market and is pursuing a fast-track FDA voucher. Its oncology portfolio is expected to show steady growth, but the stock's market cap declined significantly over the past month. Institutional investors hold a majority stake.