Core Viewpoint - Danaher is set to acquire Masimo, a pulse oximeter manufacturer, for $9.9 billion, aiming to enhance its diagnostics portfolio [1] Company Summary - The acquisition reflects Danaher's strategy to expand its capabilities in the diagnostics sector [1] - Masimo specializes in non-invasive monitoring technologies, particularly pulse oximetry, which is critical for patient care [1] Industry Summary - The deal signifies a trend in the healthcare industry where companies are consolidating to strengthen their product offerings in diagnostics [1] - The acquisition is expected to position Danaher more competitively in the growing market for medical devices and monitoring solutions [1]

Core Insights - Premarket trading is showing notable activity with significant price movements indicating potential investment opportunities before the market opens [1] Premarket Gainers - TG-17, Inc. (OBAI) has increased by 123% to $6.98 [3] - Polaryx Therapeutics, Inc. (PLYX) is up 78% at $4.29 [3] - ZIM Integrated Shipping Services Ltd. (ZIM) has risen by 34% to $29.97 [3] - Masimo Corporation (MASI) is up 33% at $173.80 [3] - Ocular Therapeutix, Inc. (OCUL) has increased by 26% to $11.21 [3] - Empery Digital Inc. (EMPD) is up 15% at $4.34 [3] - Digital Brands Group, Inc. (DBGI) has risen by 12% to $5.40 [3] - Kennedy-Wilson Holdings, Inc. (KW) is up 9% at $10.82 [3] - urban-gro, Inc. (UGRO) has increased by 8% to $3.89 [3] - Neo-Concept International Group Holdings Limited (NCI) is up 6% at $2.55 [3] Premarket Losers - JIADE Limited (JDZG) has decreased by 48% to $1.98 [4] - AIM ImmunoTech Inc. (AIM) is down 19% at $1.01 [4] - Founder Group Limited (FGL) has fallen by 16% to $15.10 [4] - Mega Fortune Company Limited (MGRT) is down 12% at $6.53 [4] - Moolec Science SA (MLEC) has decreased by 9% to $7.80 [4] - Creative Global Technology Holdings Limited (CGTL) is down 8% at $2.68 [4] - Danaher Corporation (DHR) has fallen by 7% to $196.00 [4] - Westwood Holdings Group, Inc. (WHG) is down 7% at $16.37 [4] - Psyence Biomedical Ltd. (PBM) has decreased by 6% to $2.90 [4] - Healthcare Triangle, Inc. (HCTI) is down 5% at $8.10 [4]

Group 1: Danaher and Masimo Acquisition - Danaher (DHR) is nearing a $10 billion acquisition of medical technology company Masimo (MASI), which represents a premium to Masimo's nearly $7 billion market capitalization as of last Friday's close [3][4] - The acquisition would be Danaher's largest since its $21.4 billion takeover of Cytiva in 2020 [5] - Masimo's stock has increased by 32% in premarket trading, despite a 27% decline over the past year [3][5] Group 2: Norwegian Cruise Line and Elliott Investment Management - Elliott Investment Management has acquired over a 10% stake in Norwegian Cruise Line Holdings (NCLH) to advocate for operational and strategic changes [5][6] - Norwegian Cruise Line's shares have decreased nearly 4% year-to-date, underperforming competitors like Carnival (CCL) and Royal Caribbean (RCL) [6] Group 3: Costco Lawsuit - Costco (COST) is facing a class action lawsuit alleging salmonella contamination at its Nebraska chicken processing plant [8] - The lawsuit claims that Costco's failure to control salmonella poses a danger to consumers and violates their trust [8] - Costco reported that its $4.99 rotisserie chicken sales exceeded 157 million worldwide in 2025 [9]

Core Viewpoint - The medical-device maker is anticipated to function as an independent entity within Danaher's Diagnostics segment [1] Group 1 - The company will operate as a stand-alone business, indicating a strategic focus on its specific market segment [1]

Acquisition Overview - Danaher has agreed to acquire Masimo for $9.9 billion to enhance its diagnostics franchise [1] - The acquisition will allow Masimo to operate as a standalone business unit within Danaher's diagnostics portfolio [1] Strategic Fit - Masimo's advanced sensor technology and AI-enabled monitoring will add significant capabilities to Danaher's diagnostics offerings [2] - The deal, priced at $180 per share, has received unanimous approval from both companies' boards [2] Leadership and Transition - The acquisition follows the resignation of Masimo's CEO Joe Kiani after a conflict with activist investor Politan Capital Management [3] - Katie Szyman, the new CEO of Masimo, believes the partnership with Danaher will enhance the global scalability of Masimo's technologies [3] Value Proposition - Masimo's board evaluated various opportunities and concluded that the transaction with Danaher was the most beneficial for all stakeholders [4] - Masimo is projected to contribute high-single-digit core revenue growth long-term, with expected EBITDA exceeding $530 million by 2027 [5] Timeline and Conditions - The acquisition is expected to close in the second half of 2026, subject to regulatory approvals and other closing conditions [5]

据英国金融时报援引未具名知情人士消息，美国医疗设备制造商丹纳赫即将达成一项近100 亿美元的交 易，收购医疗科技公司迈心诺。若不出现最后时刻意外，收购协议最早可能于周二宣布。丹纳赫与迈心 诺均未立即回应媒体置评请求。 ...

责任编辑：王永生 责任编辑：王永生 据英国金融时报援引未具名知情人士消息，美国医疗设备制造商丹纳赫（Danaher）即将达成一项近100 亿美元的交易，收购医疗科技公司迈心诺（Masimo）。若不出现最后时刻意外，收购协议最早可能于 周二宣布。丹纳赫与迈心诺均未立即回应媒体置评请求。 据英国金融时报援引未具名知情人士消息，美国医疗设备制造商丹纳赫（Danaher）即将达成一项近100 亿美元的交易，收购医疗科技公司迈心诺（Masimo）。若不出现最后时刻意外，收购协议最早可能于 周二宣布。丹纳赫与迈心诺均未立即回应媒体置评请求。 ...

Group 1 - Danaher is nearing a deal to acquire Masimo for nearly $10 billion, as reported by the Financial Times [1] - Masimo has a market capitalization of approximately $7 billion, indicating a significant premium in the acquisition offer [1] - The announcement of the deal could occur as early as Tuesday, pending any last-minute complications [1]

Core Insights - Maverick Capital Ltd. established long positions in Google C, Applied Materials, Boston Scientific, Visa, and Camden Property during the fourth quarter [1] - The firm increased its holdings in TSMC, NVIDIA, GFL Environment, and Carvana [1] - Maverick Capital completely exited positions in Kenvue, US Bancorp, AMD, Danaher, and Insmed [1] - The company reduced its stakes in Nubank, Disney, Merit Medical, Acadia Health, and Sherwin-Williams [1] - The firm maintains significant positions in NVIDIA, Microsoft, Amazon, TSMC, and Google C [1]

Group 1: Financial Performance - The company plans to release its official financial report for Q4 and the full year of 2025 in late February 2026, with management indicating that Q4 performance will exceed expectations and core revenue growth will approach the upper end of guidance [2] - For 2026, the company has set clear targets, including a core revenue growth of 3% to 6% year-over-year, an adjusted operating profit margin expansion of over 100 basis points, and an adjusted earnings per share (EPS) target of high single-digit growth [3] Group 2: Industry Conditions - The growth momentum for 2026 will partially depend on the continued recovery of the life sciences market, increased demand for bioprocessing equipment, and a rebound in the Chinese diagnostics market, which will directly impact the company's performance [4] Group 3: Strategic Initiatives - The company noted that the merger and acquisition environment is improving and emphasized maintaining discipline by focusing on acquisition targets that align with its core strategic areas in biotechnology, life sciences, and diagnostics [5] Group 4: Business Developments - In Q4 2025, the company's biotechnology business performed well, with sales increasing by approximately 9% year-over-year. The diagnostics business, particularly the Cepheid product line (especially respiratory testing), showed strong sales and received FDA approval for gastrointestinal pathogen testing, indicating promising future product pipeline advancements [6]