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BrightSpring Health initiated with a Buy at TD Cowen

TD Cowen initiated coverage of BrightSpring Health (BTSG) with a Buy rating and $37 price target The company, a leading oncology-focused specialty pharmacy and home health provider, is positioned to benefit from continued specialty growth and a generic wave driven by pharma’s upcoming patent cliff, the analyst tells investors in a research note. The firm says its price target implies the shares trade at 15-times its adjusted EBITDA estimate for fiscal 2026.

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