Ironwood Pharmaceuticals (IRWD) received dual analyst upgrades this week, with Craig-Hallum and Citizens JMP raising their ratings and price targets, citing renewed confidence in its flagship drug Linzess and its financial outlook.
Amgen pushes back against regulators seeking to pull a key drug, while Pfizer faces investor skepticism over its obesity candidate. Meanwhile, Merck details an ambitious plan to offset the looming patent cliff of its blockbuster Keytruda and reach $70 billion in annual sales.
GSK's annual net profit more than doubled in 2025, fueled by robust sales of HIV, respiratory, and oncology medicines. The results signal a strong recovery for the pharma giant after settling costly U.S. lawsuits related to its discontinued heartburn drug Zantac.
Pfizer reported a mixed fourth quarter, beating internal financial targets while navigating a post-COVID revenue decline. The pharmaceutical giant spotlighted strong growth from new products and a promising monthly obesity drug candidate, even as it braces for a wave of patent expirations and reaffirms its 2026 outlook.
With a key FDA decision looming for its lead cardiac drug Aficamten, Cytokinetics stands at a pivotal moment. Analysts see blockbuster potential in treating a debilitating heart condition, positioning the biotech for a potential commercial breakthrough.
Merck & Co. reported solid Q4 2025 results, driven by oncology and new launches, while detailing a robust pipeline it believes can deliver over $70 billion in commercial potential by the mid-2030s, aiming to ensure growth past Keytruda's patent expiration.
The FDA launches a new program to fast-track reviews for strategically important drug manufacturing facilities. In separate developments, AstraZeneca faces a setback for a lupus drug formulation, while Acadia Pharmaceuticals receives a negative signal from European regulators for its Rett syndrome therapy.
Terns Pharmaceuticals has renegotiated its licensing deal for TERN-701, gaining exclusive worldwide rights outside key Asian markets. The strategic move comes after a period of explosive stock performance, but analysts are now scrutinizing whether its premium valuation is justified given its clinical-stage pipeline and lack of revenue.
AstraZeneca has entered a strategic collaboration with China's CSPC Pharmaceutical Group to co-develop and commercialize a portfolio of next-generation therapies for obesity and type 2 diabetes, significantly expanding its weight management pipeline.
Merck & Co. declares a steady quarterly dividend as analysts from Cantor Fitzgerald and Citi raise price targets, citing a 'beatable' earnings outlook and reduced policy risks for the coming year, though the stock's performance remains tethered to late-stage pipeline developments.
Pharmaceutical giant Eli Lilly announces a major investment in a new Lehigh Valley manufacturing site, set to create hundreds of jobs and bolster U.S. production capacity for its in-demand injectable therapies, including weight-loss drugs.
AstraZeneca secures key regulatory nods for cancer drugs and strikes a new metabolic disease partnership, driving its soaring share price and intensifying the debate over its future growth trajectory.
Eli Lilly's $3.5 billion investment in a new Pennsylvania facility for injectable weight-loss drugs, including retatrutide, spotlights its aggressive expansion in the obesity market. This strategic move, coupled with strong analyst sentiment and upcoming earnings, intensifies focus on the company's growth trajectory and premium valuation.
The pharmaceutical giant is set to release quarterly results before the bell Wednesday, with Wall Street anticipating another period of blockbuster revenue growth driven by its GLP-1 drugs.
Johnson & Johnson's oncology portfolio gains momentum with new clinical data for prostate cancer drug Erleada and a broader FDA label for multiple myeloma therapy Darzalex Faspro, reinforcing its competitive stance in key cancer markets.
Novo Nordisk launches its first oral GLP-1 weight-loss drug with strong early demand, reports positive Phase 3 results for CagriSema, and expands a cell therapy partnership for diabetes. These moves come as investors reevaluate the company's long-term growth prospects amid competitive and pricing pressures.
After a decade of development and multiple clinical setbacks, Sanofi's venglustat has met its primary goal in a Phase 3 trial for Type 3 Gaucher disease, offering new hope for neurological symptoms. The drug, however, failed a separate late-stage study for Fabry disease.
Following a price target adjustment by Leerink Partners, Kura Oncology (KURA) is drawing investor focus to its 2026 clinical milestones and commercial strategy for its newly launched AML drug, ziftomenib.
The pharmaceutical giant's final major U.S. facility will rise in Pennsylvania's historic Lehigh Valley, aiming to produce its promising triple-hormone drug retatrutide and bolster domestic supply chains for blockbuster obesity treatments.
Amgen has transferred full rights for the atopic dermatitis drug rocatinlimab back to Kyowa Kirin, clearing the path for the Japanese firm to pursue US approval by 2026. The move comes despite the drug meeting all trial endpoints, reflecting Amgen's portfolio reprioritization and a tempered market outlook for the OX40 inhibitor class.
