Stock Picks From Seeking Alpha's August 2026 New Analysts

In August, we welcomed 25 new analysts to Seeking Alpha. This article showcases their stock picks and investment strategies. Analysts provided ratings from Strong Sell to Strong Buy, with detailed justifications based on market trends, company fundamentals, and sector-specific challenges. Key investment theses include bullish views on CTO Realty, Allogene Therapeutics, NanoXplore, Modine, and 3i Group.

Seeking Alpha • Sep 8, 2026

Innoviva to Participate in Upcoming Investor Conferences

BURLINGAME, Calif.--(BUSINESS WIRE)--Innoviva, Inc. (NASDAQ: INVA) (“Innoviva” or the “Company”), a diversified biopharmaceutical company with a core royalties portfolio, a leading critical care and infectious disease platform known as Innoviva Specialty Therapeutics (“IST”), and a portfolio of strategic investments in healthcare assets, today announced that management will participate in the following upcoming investor conferences in September: Citi's 2026 Biopharma Back to School Conference F.

Business Wire • Sep 2, 2026

Innoviva Specialty Therapeutics' Antimicrobial Therapies, XACDURO®, ZEVTERA® and NUZOLVENCE® Designated Finalists for the 2026 Prix Galien USA Best Pharmaceutical Product Award

WALTHAM, Mass.--(BUSINESS WIRE)--Innoviva Specialty Therapeutics (IST), a subsidiary of Innoviva, Inc. (NASDAQ: INVA), announced today that three of the company's infectious disease therapies, XACDURO® (sulbactam/durlobactam for injection), ZEVTERA® (ceftobiprole medocaril sodium for injection), and NUZOLVENCE® (zoliflodacin) are finalists for the 2026 Prix Galien USA Award in the Best Pharmaceutical Product category. This marks the third consecutive year an Innoviva Specialty Therapeutics prod.

Business Wire • Aug 11, 2026

Innoviva: The Royalty Decline Is Real, But The Valuation Is Too Pessimistic

Innoviva is a company that is transitioning from a pure royalty-based business to a diversified healthcare company with commercial products and strategic assets. I have rated Innoviva as a buy with a probability-weighted fair value of $35.26 and a base case value of $36.92. This represents a 68.1% upside from here. GSK royalties have been a main source of revenue and are now under pressure. But new therapeutic products have been ramping up to close the gap left by royalties.

Seeking Alpha • Aug 6, 2026

Innoviva Reports Second Quarter 2026 Financial Results; Highlights Recent Company Progress

BURLINGAME, Calif.--(BUSINESS WIRE)--Innoviva, Inc. (NASDAQ: INVA) (“Innoviva” or the “Company”), a diversified biopharmaceutical company with a core royalties portfolio, a leading critical care and infectious disease platform known as Innoviva Specialty Therapeutics (“IST”), and a portfolio of strategic investments in healthcare assets, today reported financial results for the second quarter ended June 30, 2026, and highlighted select corporate progress and achievements. “Innoviva delivered an.

Business Wire • Aug 5, 2026

Innoviva (INVA) Q2 Earnings and Revenues Top Estimates

Innoviva (INVA) came out with quarterly earnings of $0.59 per share, beating the Zacks Consensus Estimate of $0.56 per share. This compares to earnings of $0.77 per share a year ago.

Zacks Investment Research • Aug 6, 2026

Supernus Pharmaceuticals Q2 Earnings Call Highlights

Supernus Pharmaceuticals NASDAQ: SUPN and Indivior Pharmaceuticals announced a proposed all-stock, tax-free merger of equals that would create a central nervous system-focused biopharmaceutical company with approximately $2.2 billion in pro forma trailing 12-month net revenue as of June 30, 2026.

MarketBeat • Aug 3, 2026

Nortiva Bio Launches to Develop Long-Acting Oral Medicines

LEXINGTON, Mass.--(BUSINESS WIRE)--Nortiva Bio, Inc. (“Nortiva”) today announced its launch as a clinical-stage biopharmaceutical company dedicated to developing long-acting oral medicines using its proprietary LYNX™ drug delivery platform. Nortiva's LYNX platform can transform daily pills into long-acting oral therapies with single doses that last up to a month in multiple therapeutic areas. This advancement can optimize efficacy and safety, improve medication adherence, and positively impact.

Business Wire • Jun 18, 2026

Innoviva Specialty Therapeutics Announces Distribution and Licensing Agreement with Dr. Reddy's for XACDURO® in Select International Markets

WALTHAM, Mass.--(BUSINESS WIRE)--Innoviva Specialty Therapeutics, a subsidiary of Innoviva, Inc. (Nasdaq: INVA), today announced that it has entered into an exclusive distribution and licensing agreement with Dr. Reddy's Laboratories Ltd., a global pharmaceutical company, for the development and commercialization of XACDURO® (sulbactam for injection; durlobactam for injection), co-packaged for intravenous use, in South and Central America, the Caribbean, Russia and Commonwealth of Independent S.

Business Wire • Jun 16, 2026

Innoviva, Inc. (INVA) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Innoviva, Inc. (INVA) Presents at Goldman Sachs 47th Annual Global Healthcare Conference 2026 Transcript

Seeking Alpha • Jun 8, 2026