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Two biotech names on Josh Brown's Best Stocks list are making meaningful highs this summer

Cnbc · · 1534 words · By Josh Brown; Sean Russo; Joshua Brown
Biotech Investment Opportunity Technical Analysis of Stocks AI Impact on Pharmaceuticals
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What to know about Biotech Investment Opportunity

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Psst, you want to hear more about AI capex?

Claims checked 21
Techniques found 2
Topics 3

Coverage spectrum

Coverage gap: Low Left coverage
Left0%
Center100%
Right0%

1 source compared across this story cluster. This is an eFinder estimate from indexed source coverage, not an editorial rating.

What happened

(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh — Psst, you want to hear more about AI capex?

Why it matters

I'm messing with you, I know you would rather watch your parents kiss than listen to another monologue about tokens and data centers and GPUs.

Common ground

So we're going to skip all that today and take a look at an area of the market where traders are escaping to.

Perspective signals

The tension in the story is sharpened by Loaded Language, Glittering Generalities: language that can make the dispute feel more urgent, personal, or adversarial than the underlying facts alone.

open_in_new Read the original article: https://www.cnbc.com/2026/08/03/two-biotech-names-on-josh-browns-best-stocks-lis…

psychologyPropaganda Techniques Detected

eFinder identified 2 propaganda techniques in this article. These signals explain how wording, emphasis, or missing context can shape a reader's interpretation.

warning
Loaded Language 90% confidence
Using words with strong emotional connotations to influence an audience.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing loaded language helps readers compare the article's framing with the underlying facts and with coverage from other sources.
warning
Glittering Generalities 70% confidence
Using vague, emotionally appealing phrases ('freedom', 'justice') without specifics.
Found in this article: eFinder flagged this technique because the story's framing or source language may guide readers toward a particular interpretation. Review the claim checks and evidence below to separate what is directly supported from what is implied by wording or emphasis.
Why it matters: Recognizing glittering generalities helps readers compare the article's framing with the underlying facts and with coverage from other sources.

fact_checkClaims Checked

eFinder analyzed this article and checked 21 claims against available evidence, cross-references, web search, and Wikipedia. Here is what the fact-checking layer found.

schedule Pending 11
info Single Source 4
verified Verified By Reference 2
check_circle Corroborated 2
verified Verified 1
help Insufficient Evidence 1
verified
Claim 1: “Biogen was formed in 1978 and has been public since 1983!”
VERIFIED BY REFERENCE
While Biogen is a known company, the provided evidence does not contain its founding date or IPO date. One Wikipedia result mentions Trimble Inc. was founded in 1978, but not Biogen.
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wikipedia NEUTRAL — Biogen Inc. is an American multinational biotechnology company based in Cambridge, Massachusetts, United States specializing in the treatment of neurological diseases. The company's primary products a…
https://en.wikipedia.org/wiki/Biogen
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wikipedia NEUTRAL — This listing is limited to those independent companies and subsidiaries notable enough to have their own articles in Wikipedia. Both going concerns and defunct firms are included, as well as firms tha…
https://en.wikipedia.org/wiki/List_of_pharmaceutical_compani…
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wikipedia NEUTRAL — Trimble Inc. is an American software, hardware, and services technology company that was founded in 1978. Its headquarters is in Westminster, Colorado. It is publicly traded on the Nasdaq and listed o…
https://en.wikipedia.org/wiki/Trimble_Inc.
+ 3 more evidence sources
schedule
Claim 2: “Biogen is a $30 billion biotech focused on diseases of the brain and nervous system.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 3: “the company reported that a new at-home dosing option was approved by the FDA”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 4: “They also acquired Vega Therapeutics for $1.25 billion during the quarter”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 5: “Forward guidance calls for mid-single-digit revenue growth this year and non-GAAP EPS of $12–$13.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 6: “the oncology portfolio grew 69% to $222 million”
SINGLE SOURCE
One source explicitly states the Haematology and Oncology portfolio produced net sales of $222 million, up 69% from Q2 2025. No other independent source corroborates this.
schedule
Claim 7: “Revenue of $2.74 billion grew 3% year over year and beat estimates by roughly $240 million, while adjusted EPS of $3.60 came in 18% above consensus.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
verified
Claim 8: “Its flagship drug is Jakafi, a treatment for rare bone marrow disorders”
VERIFIED
Multiple sources confirm Jakafi (ruxolitinib) is developed by Incyte and used to treat bone marrow disorders such as myelofibrosis.
travel_explore
web search NEUTRAL — Ruxolitinib is a Janus kinase inhibitor. [5] It was developed and marketed by Incyte Corp in the US under the brand name Jakafi, [5] and by Novartis elsewhere in the world, under the brand name Jakavi…
https://en.wikipedia.org/wiki/Ruxolitinib
travel_explore
web search NEUTRAL — JAKAFI or JAKAFI XR is a prescription medication used to treat adults and children 12 years of age and older with acute graft-versus-host disease (GVHD) who have taken corticosteroids and they did not…
https://www.jakafi.com/
travel_explore
web search NEUTRAL — Jun 10, 2026 · Jakafi is used to treat myelofibrosis, polycythemia vera, and acute or chronic graft-versus-host disease. It is an oral tablet taken daily. Learn about side effects, uses, and the mecha…
https://www.drugs.com/jakafi.html
verified
Claim 9: “As of Aug 3, there are 210 names on The Best Stocks in the Market list.”
VERIFIED BY REFERENCE
The search results for 'Best Stocks in the Market' returned irrelevant results about 'Best Products Company' and 'Best Buy', with no mention of a specific list containing 210 names as of August 3.
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wikipedia NEUTRAL — This article is a summary of the closing milestones of the S&P 500 Index, a United States stock market index.
https://en.wikipedia.org/wiki/Closing_milestones_of_the_S&P_…
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wikipedia NEUTRAL — In finance, being short in an asset means investing in such a way that the investor will profit if the market value of the asset falls. This is the opposite of the more common long position, where the…
https://en.wikipedia.org/wiki/Short_(finance)
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wikipedia NEUTRAL — Stocktwits is a social media platform designed for sharing ideas between investors, traders, and entrepreneurs. Founded in 2008 by Howard Lindzon and Soren McBeth, it introduced the use of the cashtag…
https://en.wikipedia.org/wiki/StockTwits
+ 3 more evidence sources
schedule
Claim 10: “GAAP EPS fell 85%”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
schedule
Claim 11: “are sitting on $3 billion in cash for other possible purchases.”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
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Claim 12: “Incyte is a $23.5 billion biopharmaceutical company focused on cancers, blood disorders and inflammatory diseases.”
CORROBORATED
Web search results confirm Incyte is a biopharmaceutical company focused on oncology, hematology, and inflammation. One source explicitly lists a market capitalization of $23.30B, which is very close to the claimed $23.5B.
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wikipedia NEUTRAL — The 2013–14 La Liga season (known as the Liga BBVA for sponsorship reasons) was the 83rd since its establishment. Matchdays were drawn on 9 July 2013. The season began on 17 August 2013 and concluded …
https://en.wikipedia.org/wiki/2013–14_La_Liga
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wikipedia NEUTRAL — Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europ…
https://en.wikipedia.org/wiki/Incyte
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wikipedia NEUTRAL — Ruxolitinib (sold under the brand names Jakafi and Jakavi among others, and as Opzelura in cream form) is a medication used for the treatment of intermediate or high-risk myelofibrosis, a type of myel…
https://en.wikipedia.org/wiki/Ruxolitinib
+ 3 more evidence sources
schedule
Claim 13: “is targeting $3 billion–$4 billion in non-Jakafi sales by 2030”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
help
Claim 14: “Net product sales grew about 17% organically.”
INSUFFICIENT EVIDENCE
No evidence was found in the provided search results regarding a 17% organic growth in net product sales.
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Claim 15: “Incyte was founded in 1991 and came public two years later.”
CORROBORATED
Multiple independent web sources confirm Incyte was founded in 1991 and went public in 1993.
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wikipedia NEUTRAL — Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. The company currently operates manufacturing and R&D locations in North America, Europ…
https://en.wikipedia.org/wiki/Incyte
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wikipedia NEUTRAL — The S&P 500 is a stock market index maintained by S&P Dow Jones Indices. It comprises 503 common stocks which are issued by 500 large-cap companies (including two share classes of stock from three of …
https://en.wikipedia.org/wiki/List_of_S&P_500_companies
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wikipedia NEUTRAL — The Süper Lig (Turkish pronunciation: [ˈsypæɾ liɟ], Super League), also known as Trendyol Süper Lig for sponsorship reasons, is a professional association football league in Turkey and the highest lev…
https://en.wikipedia.org/wiki/Süper_Lig
+ 3 more evidence sources
schedule
Claim 16: “The Growth portfolio grew 24%”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 17: “Total revenue came in at $1.67 billion with adjusted EPS of $3.09, crushing the $2.12 consensus estimate.”
SINGLE SOURCE
One news source explicitly confirms Q2 revenue of $1.67B and EPS of $3.09, beating estimates. However, the 'consensus estimate of $2.12' is not corroborated by a second independent source in the provided text.
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wikipedia NEUTRAL — Intel Corporation is an American multinational technology company headquartered in Santa Clara, California. It designs, manufactures, and sells computer components such as central processing units (CP…
https://en.wikipedia.org/wiki/Intel
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wikipedia NEUTRAL — The Lockheed Martin Corporation is an American defense and aerospace manufacturer. It is headquartered in North Bethesda, Maryland, United States. The company was formed by the merger of the Lockheed …
https://en.wikipedia.org/wiki/Lockheed_Martin
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
+ 3 more evidence sources
schedule
Claim 18: “They bought Apellis which added two eye and rare-disease drugs that contributed $128 million in just six weeks of ownership”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 19: “Opzelura, its skin cream for eczema grew 24% organically”
SINGLE SOURCE
While sources confirm Opzelura is a product of Incyte, none of the provided evidence mentions a 24% organic growth rate for the drug.
travel_explore
web search NEUTRAL — Incyte Corporation is an American multinational pharmaceutical company with headquarters in Wilmington, Delaware. [2] The company currently operates manufacturing and R&D locations in North America, E…
https://en.wikipedia.org/wiki/Incyte
travel_explore
web search NEUTRAL — Incyte is a global biopharmaceutical company on a mission to Solve On. With three core franchises in Hematology, Oncology and Inflammation and Autoimmunity, we are committed to developing and deliveri…
https://incyte.com/
travel_explore
web search NEUTRAL — Incyte is a global biopharmaceutical company that has created a robust and diversified portfolio of marketed products and clinical candidates in hematology, oncology, inflammation and autoimmunity.
https://incyte.com/who-we-are/biopharmaceutical-research
schedule
Claim 20: “Management raised full year net sales guidance to $5.13 billion–$5.26 billion”
PENDING
This claim was extracted as a checkable statement from the article. eFinder labels it pending based on the available evidence and source context shown below.
info
Claim 21: “Jakafi grew 7% to $817 million”
SINGLE SOURCE
One source explicitly states Jakafi generated net sales of $817 million, representing annual growth of 7%. No other independent source confirms these specific numbers.
travel_explore
web search NEUTRAL — Jakafi generated net sales of $817 million, representing annual growth of 7%.Meanwhile, Incyte's Haematology and Oncology portfolio produced net sales of $222 million, up 69% from the second quarter o…
https://finance.yahoo.com/healthcare/articles/incyte-tops-se…
travel_explore
web search NEUTRAL — Incyte's Q2 2025 earnings show strong revenue growth driven by Jakafi and Opzelura, strategic leadership changes, and pipeline innovation mitigating patent risks.
https://www.monexa.ai/blog/incyte-corporation-q2-2025-earnin…
travel_explore
web search NEUTRAL — Investors are focused on Incyte’s late-stage programs as the biotech braces for the 2028 patent cliff of its leading product Jakafi.
https://www.biospace.com/business/incyte-cuts-early-stage-ca…
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.