David Wainer
Healthcare Columnist, Heard on the Street at The Wall Street Journal
Columnist @WSJ Heard on the Street @WSJheard
Articles
-
1 day ago |
livemint.com | David Wainer
For Gilead Sciences, the dominant player in HIV treatment, the breakthrough is doing what years of splashy but underwhelming acquisitions failed to achieve: It has Wall Street paying attention again. Since reporting last June that just two annual shots of lenacapavir prevented all HIV infections in a study of women and girls, shares have surged 73%.
-
1 day ago |
wsj.com | David Wainer
After years of stagnation, Gilead is betting that a twice-yearly HIV shot can restart its growth engineLater this month, the Food and Drug Administration is widely expected to approve a groundbreaking twice-yearly injection to prevent HIV—a milestone in the decadeslong fight against a once-devastating disease. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
-
4 days ago |
jp.wsj.com | David Wainer
ほとんどの人はチョコレートが大好きだ。ハーシーのキスチョコ、トブラローネ、リンツのダークチョコと、お気に入りは人それぞれかもしれないが。 だがカカオ価格が過去最高水準まで高騰する中、その愛の深さが試されている。見えてきたのは、欧州の消費者の方が米国の消費者よりチョコレート愛が強そうということだ。この愛着の違いが世界の菓子メーカーに大きな影響を及ぼしている。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
-
1 week ago |
wsj.com | David Wainer
As cocoa prices surge, Europe’s chocolate habit is proving more resilient than America’sAlmost everyone loves chocolate, whether it’s a Hershey’s Kiss, a Toblerone or a dark Lindt bar. But a historic surge in cocoa prices is testing just how deep that love really runs. And it turns out Europeans may be a bit more committed to chocolate than their American counterparts. That gap in loyalty has real implications for global confectionary companies. Copyright ©2025 Dow Jones & Company, Inc.
-
2 weeks ago |
cn.wsj.com | David Wainer
UnitedHealth Group曾凭借垂直整合的商业模式在医疗行业占据主导地位，但随着医疗成本上升、监管收紧及政治压力加大，这一模式正面临严峻考验。多年来，UnitedHealth Group始终领跑医疗健康行业，这家垂直整合的行业巨头不仅掌控保险公司、医师网络、药房资源，更拥有贯通各环节的软件系统。凭借这一独特架构，该公司长期占据市场主导地位，实现超行业水平的增长。然而当下，这套曾令UnitedHealth所向披靡的商业模式正逐渐成为负担。随着医疗成本激增、监管持续收紧、政治审查不断加码，昔日的整合优势正转化为系统性风险。今年以来，该公司股价下跌近40%，首席执行官安德鲁·威蒂(Andrew Witty)也已离职。这种曾被视作医疗行业未来方向、引发同行争相效仿的商业模式正遭遇最严峻挑战。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8订阅
Try JournoFinder For Free
Search and contact over 1M+ journalist profiles, browse 100M+ articles, and unlock powerful PR tools.
Start Your 7-Day Free Trial →X (formerly Twitter)
- Followers
- 2K
- Tweets
- 6K
- DMs Open
- Yes
RT @WSJ: 🧵On March 29, 2023, Wall Street Journal reporter Evan Gershkovich was detained in Russia for doing his job. He remains in a Russi…
It has been six months since Evan was wrongfully imprisoned. Enough is enough. Evan did nothing wrong. Let him go. #IStandWithEvan https://t.co/UMAISFlgP2
RT @WSJPR: Tomorrow, September 29, will mark six months since Evan Gershkovich was wrongfully detained by Russia. Join @WSJ and the broader…