Amgen's fourth-quarter earnings surpassed analyst forecasts, driven by strong performance across its key brands and promising progress in its late-stage pipeline, particularly the obesity candidate Meritide.
CNBC's Jim Cramer has added Amgen to his watchlist, expressing strong confidence in the biotech giant's future following positive updates at the JPMorgan Healthcare Conference. He specifically highlighted the strength of the company's development pipeline.
Oppenheimer upgrades Relay Therapeutics (RLAY) to Outperform, citing the strength of its mutant-selective inhibitor pipeline and upcoming catalysts in the breast cancer treatment arena.
LifeSci Capital reaffirms its Buy rating on Olema Pharmaceuticals (OLMA) and raises its price target to $45, following bullish analyst sentiment on the company's lead drug candidate, Palazestrant, for ER+/HER2- breast cancer.
British pharmaceutical giant AstraZeneca has entered a strategic partnership with China's CSPC Pharmaceutical, committing over $1 billion upfront to co-develop next-generation obesity therapies, signaling intensified competition in the lucrative global weight-loss drug market.
Pfizer's once-monthly injectable obesity treatment, PF-3944, demonstrated significant weight loss in a Phase 2b study, positioning the pharmaceutical giant to challenge market leaders Novo Nordisk and Eli Lilly. The company plans an expansive Phase 3 program starting in 2026.
Pfizer's Q4 2025 results surpassed profit expectations despite a slight revenue dip, as the pharma giant pivots its growth strategy towards next-generation therapies and cost discipline in a shifting market.
As Teva Pharmaceutical shifts focus from its legacy generics business to a promising innovative pipeline, its experimental drug Duvakitug emerges as a potential valuation catalyst. We examine the bull case, the competitive landscape, and what it means for investors.
Amgen has terminated its collaboration with Kyowa Kirin on the atopic dermatitis drug rocatinlimab, handing full development rights back to the Japanese partner. The strategic shift comes as Amgen's stock trades above most fair value estimates, raising questions about its current valuation amid pipeline recalibration.
Idorsia's exclusive licensing agreement with EMS to commercialize insomnia drug QUVIVIQ across Latin America marks a key step in its global expansion. The deal, involving $20 million in milestones and royalties, arrives as long-term data for its Fabry disease candidate lucerastat puts the spotlight on the company's broader late-stage pipeline and persistent financial pressures.
Despite a robust drug pipeline and steady long-term gains, AstraZeneca's recent share price stagnation has investors questioning its true worth. A deep dive into valuation models suggests the pharmaceutical giant may be trading at a significant discount to its intrinsic value, even as its P/E ratio appears elevated compared to peers.
Citizens JMP maintains an Outperform rating on CRISPR Therapeutics (CRSP), arguing its drug pipeline is significantly undervalued and forecasting a pivotal late-stage development phase by 2027, even as it slightly lowers its price target.
With a $7 billion acquisition and a pipeline focused on convenience, Pfizer is mounting a strategic challenge to Eli Lilly and Novo Nordisk's weight-loss drug stronghold, though commercial impact remains years away.
Moderna's fair value estimate has been revised upward by analysts, reflecting a cautiously optimistic reassessment of its long-term revenue potential amid evolving views on its drug pipeline and commercial execution.
Regeneron Pharmaceuticals reported a steady finish to 2025, driven by growth in key drugs Dupixent and EYLEA HD. While navigating competitive pressures on its legacy blockbuster, the biotech giant outlined an ambitious 2026 strategy focused on regulatory milestones and a broad clinical pipeline.
Eli Lilly reported a blockbuster 2025 with revenue soaring 45% to $65.2B, fueled by its incretin drugs. Despite anticipating significant pricing headwinds, the company projects 2026 revenue to reach $80-$83B, banking on volume growth from new launches and an expanding late-stage portfolio.
The pharmaceutical giant added nearly $100 billion to its market capitalization following a stellar quarterly report, driven by soaring demand for its GLP-1 drugs Mounjaro and Zepbound.
Eli Lilly & Co. shares surged 10% after the pharmaceutical giant posted Q4 2025 results that smashed analyst forecasts and issued a robust 2026 outlook, powered by unprecedented demand for its GLP-1 drugs Mounjaro and Zepbound.
Analysts have nudged Teva Pharmaceutical's fair value estimate upward but tightened their valuation ranges, reflecting a guarded optimism as the company's pipeline developments through 2026 face scrutiny against a modest revenue growth forecast.
Eli Lilly's blockbuster GLP-1 drugs continue to shatter expectations, propelling the company past rival Novo Nordisk and reshaping the pharmaceutical landscape with over $36.5 billion in combined sales for its leading treatments.
