KEDI U.S. Medical AI Index

BioNTech expects to present updated Stage 1 data from the pivotal PRESERVE-003 gotistobart trial and data from BNT116 at the IASLC World Conference on Lung Cancer beginning September 12, 2026.

Generate expanded its ERS 2026 disclosure plan to three GB-0895 posters, including September 8 Phase 1b COPD safety, pharmacokinetic, and pharmacodynamic data.

MolDx LCD L40060 is scheduled to take effect, expanding permitted Medicare surveillance-testing frequency for Natera's Prospera across kidney, heart, and lung transplantation.

Detailed Phase III CARDIO-TTRansform results for Wainua (eplontersen) are scheduled for presentation at ESC Congress 2026 in Munich on 28-31 August.

NVIDIA is scheduled to report second-quarter fiscal 2027 financial results on August 26, 2026.

Nicholas Parker is scheduled to become NVIDIA executive vice president of Worldwide Field Operations on August 24, succeeding retiring Ajay K. Puri.

Google is scheduled to hold its Made by Google event in New York on August 12, when Pixel 11 pre-orders are set to open.

Absci is scheduled to report second-quarter 2026 business updates and financial and operating results after market close on August 11, 2026.

Hims & Hers disclosed a $60 million litigation-contingency accrual for the FTC, Utah, and California privacy and subscription-practices action.

Hims & Hers reported Q2 2026 revenue of $753.2 million and raised its full-year revenue outlook to $3.1 billion-$3.3 billion.

Surgery Partners is scheduled to release Q2 2026 results before market open on August 10 and discuss them at 8:30 a.m. ET, providing an outpatient surgical-volume read-through for Intuitive.

AtaiBeckley filed its definitive merger proxy, setting a September 8, 2026 special-stockholder meeting to vote on Lilly’s proposed acquisition.

NVIDIA announced AI-compute infrastructure financing platforms with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR intended to mobilize more than $500 billion of third-party capital.

State Street Corporation filed a Schedule 13G reporting beneficial ownership of 34,706,130 Recursion common shares, or 6.6% of the class, as of June 30, 2026.

Apogee disclosed that U.S. HSR and Austrian merger-clearance conditions for AbbVie’s acquisition had been satisfied, leaving its August 11 shareholder vote and Australian review as near-term closing catalysts.

Generate reported second-quarter 2026 revenue of $6.3 million and a net loss of $67.3 million, while its Phase 1 GB-5267 trial began recruiting and first-patient dosing remained expected in 2026.

Generate completed enrollment and initial dosing in the first Phase 1 cohort of GB-4362 with enfortumab vedotin and pembrolizumab for advanced or metastatic urothelial cancer.

Natera reported Q2 2026 revenue of $752.8 million, up 37.7% year over year, a net loss of $67.0 million or $0.47 per diluted share, and raised its 2026 revenue outlook to $2.85 billion-$2.91 billion.

Reuters reported that no AstraZeneca-Bristol Myers Squibb transaction discussions were ongoing, materially updating the earlier report of potential merger talks.

Alphabet’s Google DeepMind restructuring also included the departure of Jeff Dean, Sanjay Ghemawat, Oriol Vinyals and Quoc Le to form Discovery Loop, in which Alphabet participated and with which it signed a long-term cloud-and-compute partnership.

Caris confirmed in its second-quarter results that Caris Detect had launched, but did not separately quantify initial orders or revenue contribution.

Caris disclosed that approximately $82.1 million remained under its $100 million share-repurchase authorization as of its second-quarter 2026 results.

Caris reported second-quarter 2026 revenue of $263.7 million, up 45% year over year, and raised its full-year revenue guidance to $1.03 billion-$1.04 billion.

Eli Lilly reported Q2 2026 revenue of $23.0 billion and non-GAAP EPS of $8.38, and raised its 2026 revenue guidance to $85.0-$87.0 billion.

Lilly disclosed that it paid approximately $2.0 billion in July 2026 to acquire Curevo, LimmaTech Biologics and Vaccine Company, completing its planned infectious-disease portfolio expansion.

Genentech exercised its first Validated Target Option in the companies' neuroscience collaboration, advancing a previously unexplored target into a joint small-molecule early-discovery program.

Recursion reported Q2 2026 revenue of $7.7 million, net loss of $131.0 million, $556.8 million of cash and restricted cash, and lowered full-year cash operating-expense guidance to below $375 million.

Recursion announced the appointments of Hoifung Poon, Ph.D., as Chief AI Officer and Donovan Chin, Ph.D., as Senior Vice President of Drug Design.

Schrödinger reported second-quarter 2026 revenue of $58.9 million and raised its full-year drug-discovery-revenue outlook to $65 million-$75 million.

Schrödinger reaffirmed its Simcere collaboration in second-quarter results without disclosing an upfront payment, milestone ceiling, target, or therapeutic area.

Schrödinger confirmed the early-access launch of Bunsen and disclosed a strategic software agreement with Bristol Myers Squibb to deploy the AI co-scientist in its research organization.

Schrödinger quantified June Ajax proceeds at approximately $57.2 million, comprising $47.2 million for its equity stake and a $10.0 million collaboration milestone.

Schrödinger highlighted peer-reviewed validations of its FEP+ workflow for macrocycles and cyclic peptides and its mixed-solvent MD plus SiteMap workflow for cryptic binding sites.

BioNTech reported repurchasing 1,693,056 ADSs for $151.6 million during the second quarter under its up-to-$1.0 billion repurchase program.

BioNTech said the 2026 readout timing for pumitamig’s China Phase 3 TNBC interim analysis and its BNT326/YL202 combination study is no longer expected because of data maturity, while the China MSS-CRC Phase 2 timing moved because enrollment was increased.

BioNTech reported second-quarter revenue of €105.6 million and cut its 2026 revenue guidance to €1.6-€1.9 billion from €2.0-€2.3 billion.

SpaceX reported 1.4 gigawatts of AI compute capacity after expanding its AI infrastructure in the second quarter, providing a measurable update to its NVIDIA-exclusive buildout plans.

Tempus announced that Nature Medicine published results for its PRISM2 multimodal pathology foundation model, developed with Microsoft researchers.

Personalis reported Q2 2026 results showing 30% year-over-year revenue growth and said it will discontinue financial guidance and quarterly earnings calls following the pending Tempus acquisition.