Novo Nordisk's stock tumbled sharply after the Danish pharmaceutical giant issued a weaker-than-expected forecast for 2026, citing pricing deals and competitive threats to its blockbuster weight-loss drugs.
AbbVie reported mixed fourth-quarter results, with strong growth in immunology and neuroscience drugs countering weakness in its aesthetics portfolio and broader pricing headwinds. While revenue slightly missed estimates, adjusted earnings per share beat expectations.
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.
Following a recent pullback, investors are scrutinizing whether Vertex Pharmaceuticals' (VRTX) current share price around $470 reflects its long-term cash flow potential. A discounted cash flow model suggests significant upside, while P/E ratios paint a more cautious picture, highlighting the complex valuation landscape for the biotech leader.
In a sweeping settlement, Express Scripts agrees to fundamental changes in its drug pricing and rebate practices, a move the FTC says could save patients billions on insulin costs and bring its controversial Swiss-based rebate aggregator back to U.S. soil.
Novo Nordisk forecasts a significant drop in sales and profits for 2026, citing intense competition from Eli Lilly and U.S. government pricing constraints, sending its stock tumbling and wiping billions from its market value.
A new discounted cash flow analysis suggests Alnylam Pharmaceuticals (ALNY) shares trade at a significant discount to their intrinsic value, presenting a potential opportunity for investors. However, experts caution that valuation is just one piece of the investment puzzle.
After a significant rebound, ACADIA Pharmaceuticals (ACAD) shares present a conundrum for investors. While a discounted cash flow model suggests deep undervaluation, the stock's volatile history and mixed performance metrics demand a closer look at the underlying narrative.
Amneal Pharmaceuticals' shares have surged over 64% in the past year, prompting investors to question if the rally still has room to run. A closer look at valuation metrics suggests the generic drugmaker may still be trading at a significant discount to its intrinsic value.
Germany's Federal Cartel Office has imposed its first-ever financial penalty on Amazon, fining the tech giant nearly €59 million for anti-competitive pricing controls imposed on third-party sellers using its Marketplace platform.
Germany's Federal Cartel Office has imposed a €59 million penalty on Amazon for imposing illegal pricing controls on third-party sellers, marking a significant escalation in the regulator's scrutiny of the e-commerce giant's market dominance.
Sherwin-Williams reported Q4 revenue in line with Wall Street forecasts, driven by its protective coatings division and the Suvenil acquisition. While DIY and new residential demand remains subdued, CEO Heidi Petz pointed to disciplined execution and cost control. Analysts are now scrutinizing the company's pricing strategy and integration progress.
Kennametal (KMT) posted stronger-than-expected fiscal Q2 results, driven by strategic pricing actions amid soaring tungsten costs and continued restructuring benefits. The company raised its full-year sales and earnings guidance, signaling confidence in navigating raw material volatility and capitalizing on growth in key end markets like aerospace and infrastructure.
J.M. Smucker (SJM) faces a mixed bag of analyst ratings, with firms like Morgan Stanley downgrading the stock amid concerns over sector-wide competitive pressures and muted pricing power, while others like Wells Fargo maintain a bullish outlook.
Kennametal posts robust Q2 FY2026 results, exceeding sales and EPS forecasts. The industrial tooling leader cites strategic wins in energy and aerospace, effective pricing actions to counter soaring tungsten costs, and an upgraded full-year outlook as key drivers.
In a major settlement with the Federal Trade Commission, Cigna's pharmacy benefit manager, Express Scripts, has agreed to overhaul its drug pricing practices, particularly for insulin, a move regulators estimate could save patients billions over the next decade.
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.
The Danish pharma giant reported strong 2025 results driven by its blockbuster obesity and diabetes drugs but forecast a challenging 2026 due to pricing pressures and looming patent expiries, even as it rolls out a pivotal new oral weight-loss treatment in the U.S.
As Coca-Cola prepares to report Q4 and full-year 2025 results, investors are weighing its pricing resilience against consumer sensitivity. The prospect of a record dividend hike underscores its defensive appeal, yet questions about cash flow coverage and valuation linger.
New research uncovers how Amazon's opaque pricing algorithms lead public institutions to overpay for basic supplies, while diverting funds from local businesses.
