{"version": "https://jsonfeed.org/version/1.1", "title": "Sharemaestro Newsreel: Brazil Drug Manufacturers - General news", "home_page_url": "https://sharemaestro.com/newsreel/br/healthcare/drug-manufacturers-general/", "feed_url": "https://sharemaestro.com/newsreel/br/healthcare/drug-manufacturers-general/feed.json", "description": "Latest Drug Manufacturers - General company headlines from Brazil, newest first, with source links and direct routes to company research and sentiment.", "language": "en", "items": [{"id": "source:716db2c758fe7563d890b3fd84cd08700f39c2dc0800cb2ca92c80723134e873", "url": "https://seekingalpha.com/news/4633188-lantheus-tau-pet-imaging-agent-approved-alzheimers?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4633188-lantheus-tau-pet-imaging-agent-approved-alzheimers?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Lantheus gains FDA nod for tau PET imaging agent in Alzheimer\u2019s", "content_text": "[US Food and Drug Administration (FDA)] Lantheus Holdings (LNTH [https://seekingalpha.com/symbol/LNTH]) on Friday announced the FDA approval of Tauklarify, a radiodiagnostic agent designed to identify tau pathology of the brain in adults with Alzheimer\u2019s disease through positron emission tomography (PET). Specifically, the approval allows the use of Tauklarify in cognitively impaired adults who are investigated for Alzheimer\u2019s disease to detect if there is any tau neurofibrillary tangle pathology causing the condition. Patients should undergo diagnostic tests, such as PET scans, to determine t", "date_published": "2026-08-14T12:31:50+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Regulatory and legal", "BIIB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BIIB34", "name": "Biogen Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7388c806-6af8-483e-bfe9-4089dbc8e7da/"}]}}, {"id": "source:248772e86f849c54af48203e1ed82ca5c5a36ecd4687869763f578f9e29f78bd", "url": "https://finance.yahoo.com/healthcare/articles/could-abbvie-inc-abbv-win-233835472.html", "external_url": "https://finance.yahoo.com/healthcare/articles/could-abbvie-inc-abbv-win-233835472.html", "title": "Could AbbVie Inc. (ABBV) Win as Genmab A/S (GMAB) Faces a New Regulatory Test for Epcoritamab?", "content_text": "On July 23, Genmab A/S (NASDAQ:GMAB) and AbbVie Inc. (NYSE:ABBV) clarified a key clinical setback regarding their jointly developed T-cell engaging bispecific antibody, epcoritamab (DuoBody-CD3xCD20). The Phase 3 EPCORE DLBCL-1 study evaluated epcoritamab monotherapy against investigator's choice of chemoimmunotherapy in transplant-ineligible adults with relapsed/refractory diffuse large B-cell lymphoma. The clarification confirmed that in the United States, where overall survival was the sole primary endpoint, the trial failed to demonstrate a statistically significant improvement, missing it", "date_published": "2026-08-13T23:38:35+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ABBV34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ABBV34", "name": "AbbVie Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/833a658d-9823-4022-a5f5-06b12953cffb/"}]}}, {"id": "source:c3a98a5f8747a521982b0d128ec0396d98d710f52be0af746179603a914f830a", "url": "https://finance.yahoo.com/healthcare/articles/johnson-johnson-jnj-5-5b-230726728.html", "external_url": "https://finance.yahoo.com/healthcare/articles/johnson-johnson-jnj-5-5b-230726728.html", "title": "Johnson & Johnson (JNJ)\u2019s $5.5B Talc Settlement: Turning Point or Temporary Relief?", "content_text": "The World Health Organization projects that the share of the world's population aged 60 years and older will almost double from 12% in 2015 to 22% by 2050. The Population Reference Bureau expects the number of Americans aged 65 and older to climb from 58 million in 2022 to 82 million by 2050. The aging population is fueling demand for healthcare. US healthcare spending is forecast to hit $6 trillion in 2026 from $5.7 trillion in 2025. This trend reflects an expanding market for medical products companies. Yet for large healthcare companies, legal issues can erode the benefits of favorable mark", "date_published": "2026-08-13T23:07:26+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JNJB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JNJB34", "name": "Johnson & Johnson", "sentiment_url": "https://sharemaestro.com/sentiment/62d37a00-90c8-41d9-83ff-8af28e27358a/"}]}}, {"id": "source:fc6f9ec80ab7f72145e43545e812f5b77553f112e9ad3ad2c9cb1395394825e5", "url": "https://finance.yahoo.com/healthcare/articles/could-merck-co-inc-mrk-214608790.html", "external_url": "https://finance.yahoo.com/healthcare/articles/could-merck-co-inc-mrk-214608790.html", "title": "Could Merck & Co., Inc. (MRK) and Gilead Sciences, Inc. (GILD)\u2019s Partnership Create the Next Big Pharma Growth Engine", "content_text": "Two biopharma giants, Merck & Co., Inc. (NYSE:MRK) and Gilead Sciences, Inc. (NASDAQ:GILD), are proving that in modern drug development, the biggest catalyst isn't always competing head-to-head; it is knowing when to join forces. While both companies reported their first-quarter 2026 earnings earlier this year, their recent double dose of clinical and regulatory breakthroughs across oncology and virology shows how strategic alliances can reshape two massive therapeutic markets at once.Could Merck & Co., Inc. (MRK) and Gilead Sciences, Inc. (GILD)\u2019s Partnership Create the Next Big Pharma Growth", "date_published": "2026-08-13T21:46:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "GILD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GILD34", "name": "Gilead Sciences, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5587aa83-55ce-4469-b222-200a992d9332/"}]}}, {"id": "source:0cf9b0bafc74581624313018706925e5b7ffbaa1f8371efffb9791a217b0b884", "url": "https://finance.yahoo.com/healthcare/articles/could-abbvie-inc-abbv-post-213306053.html", "external_url": "https://finance.yahoo.com/healthcare/articles/could-abbvie-inc-abbv-post-213306053.html", "title": "Could AbbVie Inc. (ABBV)\u2019s Post-Humira Transformation Drive the Next Phase of Growth?", "content_text": "AbbVie Inc. (NYSE:ABBV) reported its first-quarter 2026 financial results, delivering worldwide net revenues of $15.002 billion, an increase of 12.4% on a reported basis (10.3% operationally). The company posted GAAP diluted EPS of $0.39 and adjusted diluted EPS of $2.65, which exceeded internal expectations despite including a $0.41 per share unfavorable impact from acquired IPR&D and milestone expenses. Grounded in this solid operational momentum, ABBV raised its full-year 2026 adjusted diluted EPS guidance range to $14.08\u2013$14.28. Adding to its commercial trajectory, AbbVie's Allergan Aesthe", "date_published": "2026-08-13T21:33:06+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ABBV34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ABBV34", "name": "AbbVie Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/833a658d-9823-4022-a5f5-06b12953cffb/"}]}}, {"id": "source:06c9383a28c831d166e244315bed34ee2122d4e28940a6a805108264a483d25b", "url": "https://finance.yahoo.com/markets/stocks/articles/merck-mrk-stock-fair-value-200750935.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/merck-mrk-stock-fair-value-200750935.html", "title": "Merck (MRK) Stock Fair Value Edges Higher After Analysts Back Pipeline Progress", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Price target commentary for Merck has shifted toward a US$140 to US$155 range, anchored by a modest uplift in fair value from US$132.78 to US$136.85. Analysts link these higher targets to research that highlights Merck's pipeline progress, recent business development moves and continued focus on late stage therapeutics. As you read on, you will see how to track these moving pieces and what they could mean for the evolving Merck story in the coming years. Stay updated as the F", "date_published": "2026-08-13T20:07:50+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "MRCK34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MRCK34", "name": "Merck & Co., Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fd9143b6-6188-4f22-af73-02144657ad8e/"}]}}, {"id": "source:69a4a7c7fbad651b7d48f5808fc27680e8ea0f4e38147e36a268caab830e0e29", "url": "https://finance.yahoo.com/healthcare/articles/novo-nordisk-stock-slips-pill-183832098.html", "external_url": "https://finance.yahoo.com/healthcare/articles/novo-nordisk-stock-slips-pill-183832098.html", "title": "Novo Nordisk Stock Slips as Pill Strategy Reframes Obesity Race", "content_text": "This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish obesity-drug giant behind Wegovy and Ozempic, slipped approximately 1% Thursday morning as CEO Mike Doustdar tried to reset the market's thinking about the obesity race. His pitch: stop treating Novo versus Eli Lilly (NYSE:LLY) like a winner-takes-all fight. The obesity market could top $100 billion annually by 2030, and different patients will want different drugs, delivery methods and trade-offs. For Novo, that is more than a talking point. It is the heart of the comeback story after Lilly's Zepbound grabbed moment", "date_published": "2026-08-13T18:38:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "N1VO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}]}}, {"id": "source:b40ec17efd7608a9b538f7a45f663802bba7284e20cc8d0232feee1d3f8ceb2d", "url": "https://finance.yahoo.com/healthcare/articles/novo-nordisks-wegovy-fueled-rebound-172000772.html", "external_url": "https://finance.yahoo.com/healthcare/articles/novo-nordisks-wegovy-fueled-rebound-172000772.html", "title": "Is Novo Nordisk's Wegovy-Fueled Rebound Evaporating?", "content_text": "Novo Nordisk (NYSE: NVO) posted strong first-quarter results and performed fairly well in the month that followed its first-quarter update. However, the company's most recent financial update, for the second quarter, erased much of those gains. In both cases, the market's reaction was largely driven by the performance of the Wegovy pill, the first oral GLP-1 approved for weight loss, which Novo Nordisk launched in the U.S. in January. The Wegovy pill beat expectations in the first quarter but came up short in the second. What does this mean for the company's prospects?Image source: The Motley ", "date_published": "2026-08-13T17:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "N1VO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}]}}, {"id": "source:ec826990d2c6b2707cb2345a499149ef75cc010896670e707947cc069f7f222f", "url": "https://finance.yahoo.com/healthcare/articles/novo-nordisk-cpse-novo-b-151234003.html", "external_url": "https://finance.yahoo.com/healthcare/articles/novo-nordisk-cpse-novo-b-151234003.html", "title": "Novo Nordisk (CPSE:NOVO B) Sees New Pressure In Weight Loss Drugs", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Novo Nordisk (CPSE:NOVO B) faces fresh competition as the UK's MHRA approves Eli Lilly's oral weight loss therapy Foundayo for use in the country. The approval adds a non injectable option alongside Novo Nordisk's GLP 1 based obesity drugs and could affect demand patterns if Foundayo is adopted in public healthcare settings. In the US, Amazon Pharmacy launches a new Medicare weight loss drug program priced at $50 per month that will include Novo Nordisk an", "date_published": "2026-08-13T15:12:34+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "N1VO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}]}}, {"id": "source:f3fab633d584d08932a2870ce562c4f22cbee989985bd7c4a16774be1769ba11", "url": "https://finance.yahoo.com/healthcare/articles/wolfe-research-upgrades-biogen-abbvie-135201210.html", "external_url": "https://finance.yahoo.com/healthcare/articles/wolfe-research-upgrades-biogen-abbvie-135201210.html", "title": "Wolfe Research upgrades Biogen, AbbVie on pipeline strength and valuation", "content_text": "Investing.com -- Wolfe Research upgraded two major pharmaceutical companies to Outperform on Thursday, citing stronger growth prospects, attractive valuations and a series of upcoming clinical catalysts. For Biogen, Wolfe raised its rating from Peer Perform and set a $300 price target, arguing that the company's late-stage pipeline offers significant upside that is not fully reflected in current valuations. The firm highlighted litifilimab and felzartamab as key assets, with clinical readouts expected over the coming year. Wolfe said litifilimab could become the first biologic approved for cut", "date_published": "2026-08-13T13:52:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "BIIB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BIIB34", "name": "Biogen Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7388c806-6af8-483e-bfe9-4089dbc8e7da/"}]}}, {"id": "source:1fb430f4d1b71b75f67c6b22999fe9bcfcc63d54812fb79c7524b788dcf10acc", "url": "https://finance.yahoo.com/markets/stocks/articles/invesco-dividend-achievers-etf-pfm-102001482.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/invesco-dividend-achievers-etf-pfm-102001482.html", "title": "Should Invesco Dividend Achievers ETF (PFM) Be on Your Investing Radar?", "content_text": "Designed to provide broad exposure to the Large Cap Value segment of the US equity market, the Invesco Dividend Achievers ETF (PFM) is a passively managed exchange traded fund launched on September 15, 2005. The fund is sponsored by Invesco. It has amassed assets over $812.25 million, making it one of the average sized ETFs attempting to match the Large Cap Value segment of the US equity market. Why Large Cap Value Large cap companies usually have a market capitalization above $10 billion. Considered a more stable option, large cap companies boast more predictable cash flows and are less volat", "date_published": "2026-08-13T10:20:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:79ac6a4212879c1730f4d9d7d98c7f0bb6fab689172f414cdbb637101d7d0624", "url": "https://finance.yahoo.com/healthcare/articles/why-gilead-sciences-gild-back-091117191.html", "external_url": "https://finance.yahoo.com/healthcare/articles/why-gilead-sciences-gild-back-091117191.html", "title": "Why Gilead Sciences (GILD) Is Back In The Spotlight", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Gilead Sciences (GILD) is back in focus after announcing a collaboration with Nucleai that applies AI powered tissue analytics to its antibody drug conjugate programs, with the goal of speeding biomarker discovery across its oncology pipeline. See our latest analysis for Gilead Sciences. At a share price of $135.87, Gilead Sciences has posted an 11.74% year to date share price return and a 16.04% total shareholder return over the past year. Longer term total shareholder retur", "date_published": "2026-08-13T09:11:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Capital return", "GILD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "GILD34", "name": "Gilead Sciences, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5587aa83-55ce-4469-b222-200a992d9332/"}]}}, {"id": "source:7206656e228d9cce183dd4204f56b18aff380db1192fae1fa1e27eccaf0b234f", "url": "https://finance.yahoo.com/healthcare/articles/amgen-q2-earnings-call-top-080500663.html", "external_url": "https://finance.yahoo.com/healthcare/articles/amgen-q2-earnings-call-top-080500663.html", "title": "Amgen\u2019s Q2 Earnings Call: Our Top 5 Analyst Questions", "content_text": "Amgen's Q2 Earnings Call: Our Top 5 Analyst Questions Amgen's second quarter results reflected broad-based portfolio momentum, with management crediting double-digit growth in key products like Repatha, EVENITY, and TEZSPIRE for the company's outperformance versus Wall Street estimates. CEO Robert Bradway highlighted that 22 products achieved double-digit sales growth, and 17 products annualized over $1 billion in sales, noting, \"Our strong results were driven by the breadth and depth of our portfolio and once again demonstrate our ability to grow through patent expirations and increased competition.\" Management also pointed to the performance of its biosimilars and innovative oncology franchises as important contributors this quarter. Is now the time to buy AMGN? Find out in our full research report (it's free). Amgen (AMGN) Q2 CY2026 Highlights: Revenue: $10.05 billion vs analyst estimates of $9.40 billion (9.5% year-on-year growth, 6.9% beat) Adjusted EPS: $6.29 vs analyst estimates of $5.62 (12% beat) Adjusted Operating Income: $4.61 billion vs analyst estimates of $4.15 billion (45.9% margin, 11.1% beat) The company lifted its revenue guidance for the full year to $38.8 billion at the midpoint from $37.8 billion, a 2.6% increase Management raised its full-year Adjusted EPS guidance to $22.90 at the midpoint, a 2.2% increase Operating Margin: 35%, up from 28.9% in the same quarter last year Market Capitalization: $225.6 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From Amgen's Q2 Earnings Call Dina Elmonshed (UBS) asked about Olpasiran's trial design and endpoints. Executive Vice President James Bradner clarified the rationale for using a three-point MACE endpoint, noting it should not impact event rates compared to studies with different endpoints. Salveen Richter (Goldman Sachs) inquired about business development and capital allocation. CEO Robert Bradway reiterated a focus on smaller, early-stage assets in core therapeutic areas, noting late-stage pipeline progress does not directly constrain business development activity. Umer Raffat (Evercore ISI) questioned the tolerability profile of MariTide and safety monitoring in ongoing trials. Bradner expressed confidence in current trial design and oversight, stating the data safety monitoring committee is fully engaged. Edward Polglase (Bernstein) probed the impact of new competitors like SOTYKTU on Otezla volumes. Commercial head Murdo Gordon said Otezla remains a first-line systemic option, with competitive pressure mainly affecting pricing rather than prescription volumes. Alexandria Hammond (Wolfe Research) asked about reducing monitoring requirements for IMDELLTRA in earlier oncology treatment lines. Bradner and Gordon explained that real-world data and new clinical experience could allow for reduced monitoring times as regulatory agencies review accumulated safety data. Story Continues Catalysts in Upcoming Quarters Our analysts will be watching (1) the pace and outcome of pivotal clinical trial readouts for MariTide, Olpasiran, and Xaluritamig, (2) the impact of expanded manufacturing capacity on supply reliability and launch execution for new therapies, and (3) the continued uptake and payer access for core growth drivers like Repatha, EVENITY, and TEZSPIRE. Progress on AI integration and business development activity will also be key markers of Amgen's execution. Amgen currently trades at $415.25, up from $390.02 just before the earnings. In the wake of this quarter, is it a buy or sell? See for yourself in our full research report (it's free for active Edge members). Our Favorite Stocks Right Now ONE MORE THING: Top 5 Growth Stocks. The biggest stock winners almost always had one thin", "date_published": "2026-08-13T08:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMGN34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMGN34", "name": "Amgen Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/6aa3d5cb-4f1b-440f-8f11-460f01431905/"}]}}, {"id": "source:ca7bd9b0749ebb6a787227418d9a91b874566d623be8c3cd9e785328575d4a6f", "url": "https://finance.yahoo.com/healthcare/articles/5-insightful-analyst-questions-pfizer-022900266.html", "external_url": "https://finance.yahoo.com/healthcare/articles/5-insightful-analyst-questions-pfizer-022900266.html", "title": "5 Insightful Analyst Questions From Pfizer\u2019s Q2 Earnings Call", "content_text": "5 Insightful Analyst Questions From Pfizer's Q2 Earnings Call Pfizer's second quarter results reflected stability in its core business despite ongoing challenges in COVID-related product demand. The company's performance was shaped by strong execution in its non-COVID portfolio, with management highlighting robust revenue contributions from acquired brands and recent launches. CEO Albert Bourla attributed operational progress to \"continued strategic progress\" and emphasized the value generated by recent acquisitions such as Seagen and Biohaven. Management also pointed to the success of brands like Eliquis and Padcev, noting that commercial teams \"performed with excellence and precision\" across major therapeutic areas. Is now the time to buy PFE? Find out in our full research report (it's free). Pfizer (PFE) Q2 CY2026 Highlights: Revenue: $15.03 billion vs analyst estimates of $14.4 billion (2.6% year-on-year growth, 4.4% beat) Adjusted EPS: $0.77 vs analyst estimates of $0.68 (12.9% beat) The company slightly lifted its revenue guidance for the full year to $61.5 billion at the midpoint from $61 billion Management reiterated its full-year Adjusted EPS guidance of $2.90 at the midpoint Operating Margin: 27.9%, in line with the same quarter last year Organic Revenue rose 1% year on year Market Capitalization: $154.2 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls is the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Our Top 5 Analyst Questions From Pfizer's Q2 Earnings Call Evan Seigerman (BMO Capital Markets) asked about the benchmarks for success in the upcoming MEVPRO-1 prostate cancer trial; Chief Scientific Officer Chris Boshoff clarified that a clinically meaningful benefit of 30% over standard care would validate the mechanism. Christopher Schott (JPMorgan) questioned the drivers behind the non-COVID revenue guidance increase and Padcev's growth outlook; Interim CFO Cecile Guegan pointed to broad strength across key brands, with Padcev expected to moderate but remain a major growth engine. Umer Raffat (Evercore ISI) inquired about the commercial potential of mevrometostat; Commercial Chief Aamir Malik emphasized its global opportunity and scale across the disease continuum if approved. Akash Tewari (Jefferies) probed efficacy and future plans for atirmociclib and the impact of proposed changes to 340B hospital payments; Boshoff highlighted atirmociclib's tolerability and planned adjuvant trials, while CEO Bourla noted regulatory uncertainty on reimbursement changes. Terence Flynn (Morgan Stanley) pressed on the sustainability of the dividend amid business development constraints; CEO Bourla asserted that even under stressed scenarios, the dividend would be maintained and could eventually grow post patent expirations. Story Continues Catalysts in Upcoming Quarters In the next several quarters, the StockStory team will be watching (1) clinical readouts for late-stage oncology and obesity programs, (2) the pace of cost savings realization and manufacturing optimization, and (3) the expansion of commercial uptake for recently acquired brands and new product launches. Progress on artificial intelligence integration and further regulatory milestones will also be important indicators of execution. Pfizer currently trades at $26.97, up from $25.03 just before the earnings. At this price, is it a buy or sell? See for yourself in our full research report (it's free for active Edge members). High-Quality Stocks for All Market Conditions ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum \u2014 both boxes checked at the same time. Find out which", "date_published": "2026-08-13T02:29:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "PFIZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PFIZ34", "name": "Pfizer Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f7910404-738f-4806-a8bf-69fc836896cd/"}]}}, {"id": "source:c9437f7c9df7d454cc88beb6f60a9bfcb966bbe769c2cf6e3f76f9b179b4936b", "url": "https://finance.yahoo.com/markets/stocks/articles/intuitive-surgical-isrg-beats-q2-211316667.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/intuitive-surgical-isrg-beats-q2-211316667.html", "title": "Intuitive Surgical (ISRG) Beats On Q2 As Investors Ask If The Bull Case Is Priced In", "content_text": "Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide. Intuitive Surgical (ISRG) shook investors after reporting strong Q2 2026 revenue and earnings that beat expectations, while revealing slower U.S. procedure growth and rising competitive pressure from Johnson & Johnson and Chinese robotic surgery platforms. See our latest analysis for Intuitive Surgical. The Q2 surprise arrives after a tough stretch for Intuitive Surgical, with the share price down 28.6% year to date and the 1 year total shareholder return declining 16.1%. The recent 7 day share price return of 8.95% and 3 year total shareholder return of 30.9% suggest longer term holders have still seen gains even as short term momentum has been pressured by concerns about slower procedures and growing competition. If you are looking beyond Intuitive Surgical for other ideas in medical robotics and automation, it could be a useful moment to scan the market using the 39 robotics and automation stocks Bulls point to Intuitive Surgical's premium multiple, strong Q2 beat and large installed base. Bears focus on slowing U.S. procedures, pricing questions and new rivals. Which side does the current valuation evidence support? Most Popular Narrative: 36.4% Undervalued Based on the most followed narrative, Intuitive Surgical's fair value sits at $630.48 compared with the last close of $401.23. That gap is what powers the bullish story that many investors are watching closely. I have followed ISRG since 2003 when it was brought to the investing club I had just joined. I tried to analyze ISRG with the BetterInvesting SSG methodology that I had been introduced to and I could not get it in the buy zone. Wiser heads in the club prevailed and we started a position at around $48 a share and continued to add to the position. In 2005 ISRG was trading at over $200 a share and I was getting nervous. I convinced the club to place a trailing stop on ISRG. The price continued to increase and reached $393 a share. Then ISRG stock price started to drop it got as low as $200 a share. Our trailing stop worked like a charm we were sold out of the club position at just above $360 a share. I tried to convince the club to reinvest in ISRG at $200 a share; they decided not to, but I did. I describe it as riding the lightning. I have bought and sold ISRG at least twice since then and watched the share price increase to over $1000 a share twice before doing a 3 for 1 stock split, first in 2017 and then again in 2021. Did I mention no debt? Story Continues Read the complete narrative. Want to see what kind of revenue growth, profit margins and future earnings multiple sit behind that $630.48 fair value? The narrative pulls together long term profitability, high margins and a premium future P/E assumption into one cohesive pricing blueprint that is very different to the current $401.23 share price. Result: Fair Value of $630.48 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, Intuitive Surgical still faces real risks if U.S. procedure growth slows further or if rival robotic platforms lead hospitals to reassess their spending plans. Find out about the key risks to this Intuitive Surgical narrative. Another View on Intuitive Surgical's Valuation The community narrative points to a fair value of $630.48 for Intuitive Surgical, which implies the stock is 36.4% undervalued versus the current $401.23 price. However, the current P/E of 45.2x is well above the US Medical Equipment industry at 26.3x, the peer average at 28.8x and even the fair ratio of 35.1x. That kind of premium can signal quality, but it also raises the risk that any disappointment hits the share price harder than expected. To see how that rich P/E stacks up against the underlying numbers and where the market could move closer to the fair ratio, take a closer look at the valuation breakdown in the See what th", "date_published": "2026-08-12T21:13:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JNJB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "JNJB34", "name": "Johnson & Johnson", "sentiment_url": "https://sharemaestro.com/sentiment/62d37a00-90c8-41d9-83ff-8af28e27358a/"}]}}, {"id": "source:5fcdf767edc608cff7fa5cd79c787c8ad280036dafb0cd1562c8c5a696de8af4", "url": "https://finance.yahoo.com/healthcare/articles/sector-healthcare-stocks-advance-afternoon-195841095.html", "external_url": "https://finance.yahoo.com/healthcare/articles/sector-healthcare-stocks-advance-afternoon-195841095.html", "title": "Sector Update: Healthcare Stocks Advance Late Afternoon", "content_text": "Healthcare stocks were higher late Wednesday afternoon, with the NYSE Healthcare Index up 0.2% and t PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-12T19:58:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MRCK34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MRCK34", "name": "Merck & Co., Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fd9143b6-6188-4f22-af73-02144657ad8e/"}]}}, {"id": "source:c8bfa06c7b9fbc27fe482807c5f11f2a9d5007b55d87a343f2383b67a9ff8c80", "url": "https://finance.yahoo.com/healthcare/articles/bmys-growth-portfolio-strong-enough-183600346.html", "external_url": "https://finance.yahoo.com/healthcare/articles/bmys-growth-portfolio-strong-enough-183600346.html", "title": "Is BMY's Growth Portfolio Strong Enough to Offset Legacy Drug Declines?", "content_text": "Bristol Myers Squibb BMY is navigating a revenue mix shift as growth products portfolio now assumes a larger role in the business, helping mitigate the impact of declining sales from mature products facing generics. The growth portfolio \u2014 including Opdivo, Opdivo Qvantig, Orencia, Yervoy, Reblozyl, Camzyos, Breyanzi, Opdualag, Zeposia, Sotyku, Krazati and Cobenfy \u2014 is becoming central to top-line resilience. Sales from this segment rose 13% in the first half of 2026, lifting its contribution to 56% of total revenues from 51.8% in the first half of 2025. The stronger mix underscores improving revenue durability and supports a more favorable long-term growth outlook. Within this mix, Reblozyl, Breyanzi, Opdualag, Opdivo Qvantig, Camzyos and Cobenfy propelled growth in the first half. Opdivo Qvantig (nivolumab and hyaluronidase-nvhy - subcutaneous formulation) has witnessed strong uptake across all approved tumor types in the United States. Opdivo Qvantig is now generating annualized revenues of more than $1 billion. Other key drugs are contributing to revenue growth, though at varying stages of maturity. Opdualag continues to benefit from robust global demand and its leading position as a standard of care in first-line melanoma in the United States. Reblozyl continues to deliver a stellar performance, driven by solid uptake in first-line MDS-associated anemia, sustained strength in the second-line setting and further penetration among first-line RS-negative patients. Breyanzi's sales continue to be solid, underscoring its strong commercial momentum. Growth is being driven by its best-in-class profile and robust demand across approved large B-cell lymphoma indications in the United States and international markets. The strong performance highlights sustained demand for the therapy and supports expectations for continued commercial expansion. Cardiovascular drug Camzyos continues to deliver solid performance, supported by ongoing promotional efforts, an expanding base of new patient prescribers and deeper penetration into the community setting. In immunology, Sotyktu remains an important growth driver. The recent approval in psoriatic arthritis expands its commercial opportunity and strengthens BMY's presence in rheumatology. Additional upside could come from ongoing phase III programs in systemic lupus erythematosus and Sj\u00f6gren's disease, which may further broaden the drug's addressable market, if successful. Newer products such as Cobenfy for schizophrenia provide additional long-term optionality. Early launch momentum and potential label expansions could establish Cobenfy as another meaningful growth driver over time. Story Continues However, the portfolio transition remains a key challenge. Legacy products, including Eliquis, Revlimid, Pomalyst, Sprycel and Abraxane, still account for 44% of revenues and continue to face significant erosion following the loss of exclusivity for Revlimid, Pomalyst, Sprycel and Abraxane. BMY's Competition in Oncology Space Oncology is a key therapeutic area of focus for Bristol Myers, which is developing and delivering transformational medicines in this space. The company competes with big pharma giants like Merck MRK and Pfizer PFE in this space. The immuno-oncology space is dominated by pharma giant MRK's blockbuster drug Keytruda (pembrolizumab). Keytruda is approved for several types of cancer and alone accounts for around 48% of MRK's pharmaceutical sales. Merck is currently working on different strategies to drive long-term growth of Keytruda. Pfizer is one of the largest and most successful drugmakers in the field of oncology. It has an innovative oncology product portfolio of antibody-drug conjugates (ADCs), small molecules, bispecifics and other immune-oncology biologics that treat a wide range of cancers, including breast cancer, gastrointestinal cancer, genitourinary cancer, hematology-oncology, and thoracic cancers, including lung cancer. Pfizer's position in oncology was strengthene", "date_published": "2026-08-12T18:36:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MRCK34", "PFIZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "MRCK34", "name": "Merck & Co., Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fd9143b6-6188-4f22-af73-02144657ad8e/"}, {"symbol": "PFIZ34", "name": "Pfizer Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f7910404-738f-4806-a8bf-69fc836896cd/"}]}}, {"id": "source:fef18f4e280685de7dbc6c50d1d93df3658df1ac06d7c1efcd63083fe71bf0e5", "url": "https://finance.yahoo.com/healthcare/articles/berenberg-cuts-novo-nordisk-lilly-172911933.html", "external_url": "https://finance.yahoo.com/healthcare/articles/berenberg-cuts-novo-nordisk-lilly-172911933.html", "title": "Berenberg Cuts Novo Nordisk as Lilly Takes the Oral Market", "content_text": "This article first appeared on GuruFocus. Novo Nordisk (NYSE:NVO), the Danish drugmaker behind Wegovy and Ozempic, fell 2.23% intraday after Berenberg downgraded the stock to Hold from Buy, cutting its Copenhagen target to DKK 305 from DKK 325 and its ADR target to $47 from $50. Analyst Kerry Holford argues that the Wegovy pill upside her Buy rating was built on has already played out. Warning! GuruFocus has detected 3 Warning Sign with NVO. Is NVO fairly valued? Test your thesis with our free DCF calculator. Berenberg and broader consensus now model around DKK 15 billion of Wegovy pill sales ", "date_published": "2026-08-12T17:29:11+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Analyst action", "N1VO34", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}, {"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:9ea2ad3466fa89ef19f9ade7b95f627db7c366dc80cbdf58a5e5a3b73c6f014e", "url": "https://finance.yahoo.com/healthcare/articles/eli-lilly-stock-falls-while-172418737.html", "external_url": "https://finance.yahoo.com/healthcare/articles/eli-lilly-stock-falls-while-172418737.html", "title": "Eli Lilly Stock Falls While Retatrutide Lawsuits Expand", "content_text": "This article first appeared on GuruFocus. Eli Lilly (NYSE:LLY), the drug giant sitting at the center of the obesity boom, filed six lawsuits against businesses it says are illegally selling retatrutide. The timing is striking. Retatrutide is not approved. It is still in Phase 3 trials. Yet Lilly says compounding pharmacies, medical spas and online vendors are already pushing unauthorized versions for human use, sometimes hiding behind research use only labels. Lilly shares slipped roughly 0.8% Wednesday morning, but this fight is much bigger than one day's stock move. Lilly is defending a drug", "date_published": "2026-08-12T17:24:18+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:34e5fc56f789693bc2ea43ad70f9c5b8d91a45cd38f0be9635c5e8ee179ac038", "url": "https://finance.yahoo.com/healthcare/articles/absci-absi-early-abs-201-171116760.html", "external_url": "https://finance.yahoo.com/healthcare/articles/absci-absi-early-abs-201-171116760.html", "title": "Absci (ABSI) On Early ABS 201 Data And Lilly Deal That Could Support Its Valuation", "content_text": "Find winning stocks in any market cycle. Join 7 million investors using Simply Wall St's investing ideas for FREE. Absci (ABSI) is back in focus after releasing early Phase 1 data for its lead antibody ABS-201 and securing a US$40 million investment and development support from Eli Lilly tied to the program. See our latest analysis for Absci. Absci's recent early Phase 1 ABS-201 update and Eli Lilly's US$40 million commitment arrive after a sharp run, with the share price delivering a 77.55% 90 day return and a 160.66% year to date share price return, alongside a very large 3 year total shareh", "date_published": "2026-08-12T17:11:16+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:28f18b773ccaf69d248383eff739e70477d9fabb13d653ed5d20dbc99c06e7dd", "url": "https://finance.yahoo.com/healthcare/articles/lilly-targets-black-market-retatrutide-165417136.html", "external_url": "https://finance.yahoo.com/healthcare/articles/lilly-targets-black-market-retatrutide-165417136.html", "title": "Lilly Targets Black-Market Retatrutide Sellers", "content_text": "This article first appeared on GuruFocus. Eli Lilly and Co. (LLY, Financials), the pharmaceutical company behind Zepbound and Foundayo, is stepping up its fight against unauthorized sellers of its experimental obesity drug retatrutide. Warning! GuruFocus has detected 8 Warning Sign with JPM. Is LLY fairly valued? Test your thesis with our free DCF calculator. The company filed six lawsuits against U.S. businesses it accuses of selling unapproved versions of the drug while it remains in clinical development. Retatrutide is still in Phase 3 trials for obesity, type 2 diabetes and related conditi", "date_published": "2026-08-12T16:54:17+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:9073c5771f91b89c5e6ebe007a507f5ff605ec1bb6a0376e88f53fbdfcbb6eb0", "url": "https://finance.yahoo.com/healthcare/articles/johnson-johnson-jnj-advances-seltorexant-161141375.html", "external_url": "https://finance.yahoo.com/healthcare/articles/johnson-johnson-jnj-advances-seltorexant-161141375.html", "title": "Johnson & Johnson (JNJ) Advances Seltorexant And Expands Outpatient Cardiac Care", "content_text": "Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Johnson & Johnson (NYSE: JNJ) is advancing its novel antidepressant Seltorexant into late stage clinical development for major depressive disorder as a potential rapid acting treatment option. The company also entered a multi year partnership with ACCESS to expand adoption of advanced cardiac electrophysiology technologies in ambulatory surgery centers. Both moves align with Johnson & Johnson's focus on higher growth therapeutic and medtech areas that are important for its lo", "date_published": "2026-08-12T16:11:41+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JNJB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "JNJB34", "name": "Johnson & Johnson", "sentiment_url": "https://sharemaestro.com/sentiment/62d37a00-90c8-41d9-83ff-8af28e27358a/"}]}}, {"id": "source:d90e2209731c3b9a7749d90bee2a2e591fe83a02bb6808379f75ca9198499298", "url": "https://finance.yahoo.com/markets/world-indices/articles/european-equities-traded-us-american-151123119.html", "external_url": "https://finance.yahoo.com/markets/world-indices/articles/european-equities-traded-us-american-151123119.html", "title": "European Equities Traded in the US as American Depositary Receipts Edge Lower in Wednesday Trading", "content_text": "European equities traded in the US as American depositary receipts were edging lower late Wednesday PREMIUM Upgrade to read this MT Newswires article and get so much more. A Silver or Gold subscription plan is required to access premium news articles. Upgrade Already have a subscription? Sign in", "date_published": "2026-08-12T15:11:23+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "N1VO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}]}}, {"id": "source:de9e2e54cd03494c7c82bc314fdfb47b59256672fe30d3fa8a7dae8f56e46b3e", "url": "https://finance.yahoo.com/healthcare/articles/novo-nordisk-dips-4-month-151000827.html", "external_url": "https://finance.yahoo.com/healthcare/articles/novo-nordisk-dips-4-month-151000827.html", "title": "Novo Nordisk Dips 4% in a Month: How Should Investors Play the Stock?", "content_text": "Novo Nordisk NVO stock has declined 4% over the past month, with the company's second-quarter 2026 results emerging as the primary factor behind the recent weakness. Although NVO beat earnings and revenue estimates, investors remained concerned about underlying growth trends in its core obesity franchise. Notably, sales of injectable Wegovy for obesity were flat year over year in the second quarter, reflecting intensifying competition from rival Eli Lilly's LLY Zepbound injection and raising concerns about Novo Nordisk's ability to sustain momentum in the highly competitive GLP-1 market. Novo Nordisk raised its 2026 outlook, narrowing the expected decline in adjusted sales and operating profit to 0-6% from the previous range of 4-12%. However, the revised guidance still allows for contraction in both metrics, while lower realized prices and uncertainty surrounding U.S. demand could continue to pressure growth and profitability. Pipeline developments have added another layer of pressure. NVO's ZEUS phase III cardiovascular outcomes study of ziltivekimab failed to reduce the risk of major adverse cardiovascular events in patients with atherosclerotic cardiovascular disease, chronic kidney disease and inflammation. The outcome may result in a non-cash impairment charge in the third quarter. Earlier, Novo Nordisk discontinued development of monlunabant due to portfolio considerations, while CagriSema failed to demonstrate non-inferiority to LLY's Mounjaro, approved for type 2 diabetes (T2D), on blood sugar reduction in the REIMAGINE 4 study. Together, these developments have raised questions about the company's ability to generate meaningful pipeline-driven growth beyond its established GLP-1 portfolio. However, it's not all negative for Novo Nordisk. NVO has one of the broadest cardiometabolic pipelines in the industry, supported by in-house innovation as well as strategic partnerships and acquisitions. It continues to advance multiple next-generation candidates across diabetes and obesity, while the global obesity market remains significantly underpenetrated. Backed by a strong core franchise and long-term demand for effective cardiometabolic treatments, Novo Nordisk retains meaningful growth potential. To better assess the stock's investment appeal, let us weigh these long-term opportunities against its near-term competitive, pricing and pipeline challenges. Semaglutide \u2014 Still NVO's Primary Top-Line Driver Novo Nordisk's top line continues to be driven by its semaglutide franchise \u2014 Ozempic [T2D injection], Wegovy (obesity pill and injection) and Rybelsus (oral pill for T2D) \u2014 which forms the backbone of one of the industry's broadest diabetes and obesity portfolios. Ozempic and Wegovy remain the company's key revenue generators, while expanded distribution agreements with major U.S. pharmacies, telehealth providers and other platforms have improved access to authentic FDA-approved Wegovy and largely addressed the compounded-drug challenge. Story Continues The company is broadening semaglutide's commercial opportunity through multiple label expansions. Wegovy is now approved not only for obesity but also for reducing major cardiovascular events, improving HFpEF symptoms and easing obesity-related knee pain from osteoarthritis. Novo Nordisk has also secured approvals for higher-dose Wegovy injections in the United States and Europe. NVO's oral Wegovy, a GLP-1 therapy in pill form for weight management, is also approved in the United States and the EU. Novo Nordisk is also strengthening its diabetes franchise. Ozempic remains the only GLP-1 approved to slow kidney disease progression and reduce cardiovascular death in T2D patients, while additional label expansions are being pursued in peripheral artery disease. Rybelsus has been approved for cardiovascular-risk reduction in T2D patients in the United States and Europe, and the company recently launched oral Ozempic for adults with T2D. Positive late-stage data in pediatric T2D ", "date_published": "2026-08-12T15:10:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "N1VO34", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}, {"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:3bd1d4ad8bb7d0f063cdf91911b1e774e17c9b40b57c311e89283e66b3dc6fec", "url": "https://finance.yahoo.com/healthcare/articles/pfizers-non-covid-portfolio-drive-150300621.html", "external_url": "https://finance.yahoo.com/healthcare/articles/pfizers-non-covid-portfolio-drive-150300621.html", "title": "Will Pfizer's Non-COVID Portfolio Drive Its Next Phase of Growth?", "content_text": "Pfizer's PFE business mix has changed significantly over the past few years. During the pandemic, the company became heavily dependent on COVID-19 products, Comirnaty (COVID-19 vaccine) and Paxlovid (oral antiviral). However, the company is gradually diversifying its portfolio through a combination of internal product launches, strategic acquisitions and the continued growth of several established brands. Pfizer's non-COVID portfolio is increasingly becoming the company's primary engine of growth, helping offset the sharp decline in Comirnaty and Paxlovid revenues. The latest second-quarter 2026 results provide particularly strong evidence of this transition. Pfizer's revenues excluding Comirnaty and Paxlovid increased 5% operationally, while its launched and acquired products grew 18% operationally. Pfizer also raised the midpoint of its 2026 revenue guidance by $500 million, with the company attributing roughly $1.5 billion of the improvement to better-than-expected performance of non-COVID products. Established Brands & New Products Drive PFE's Non-COVID Growth A key driving factor behind growth in non-COVID revenues has been the continued rise in sales of several established brands like Vyndaqel and alliance revenues from partner Bristol-Myers BMY for Eliquis. Some internally developed product launches are also contributing to its top-line growth. Key recent product launches include Abrysvo, the first RSV vaccine approved for older adults and for maternal immunization to protect infants; Zavzpret, a nasal spray CGRP antagonist for acute migraine treatment; Hympavzi, a once-weekly treatment for hemophilia A and B with inhibitors; Elrexfio, a BCMA-targeted bispecific antibody for relapsed or refractory multiple myeloma, and Litfulo for severe alopecia areata. PFE's Acquisitions Complement Internal R&D The company is also trying to rebuild its pipeline through acquisitions. Seagen, Metsera and Biohaven are the most significant strategic acquisitions in recent years and could turn out to be transformative opportunities for the company. A key acquired product that has become a significant contributor to revenue growth is Padcev, added from Seagen. In the second quarter, revenues from Pfizer's acquired products like Padcev, Nurtec (added from Biohaven) and others grew 25% operationally, when excluding the impact of certain one-time items in the same quarter a year ago. Pfizer's Pipeline Provides a Second Wave of Growth Pfizer is rebuilding its pipeline in oncology and obesity, which it believes can drive growth in 2028 and beyond. In obesity, Pfizer plans an extensive phase III program for berobenatide, its monthly GLP-1 receptor agonist added from last year's Metsera acquisition, in 2026. Pfizer plans to start more than 20 obesity studies in 2026, including 10 phase III studies for berobenatide for obesity and obesity-related comorbidities, including knee osteoarthritis and obstructive sleep apnea. Pfizer is targeting the first of a series of potential approvals for berobenatide in 2028. However, in the obesity space, Pfizer lags behind leaders like Eli Lilly LLY and Novo Nordisk NVO. Story Continues The currently available and highly popular weight loss GLP therapies, Eli Lilly's Zepbound and Novo Nordisk's Wegovy, are weekly injections. On the other hand, Pfizer's berobenatide starts off as a weekly injection and then switches to a monthly injection. Berobenatide is designed for monthly maintenance dosing. Pfizer is also advancing its oncology clinical pipeline across areas such as breast, thoracic, gastrointestinal and blood cancer. Several oncology candidates have entered late-stage development. Pfizer plans to start four pivotal studies for PF-08634404, a dual PD-1/VEGF inhibitor in-licensed from Chinese biotech 3SBio in 2025. Besides obesity and oncology, Pfizer is advancing candidates in migraine, hemophilia, vaccines, inflammation and immunology. Several of these programs could create additional growth opportunities ove", "date_published": "2026-08-12T15:03:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "PFIZ34", "LILY34", "N1VO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PFIZ34", "name": "Pfizer Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f7910404-738f-4806-a8bf-69fc836896cd/"}, {"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}, {"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}]}}, {"id": "source:de3c374c70e34db2b4d2102009d09c2e0ca567a75389b9edbcb742024ff52e00", "url": "https://finance.yahoo.com/markets/stocks/articles/tngx-stock-dips-5-q2-144600756.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/tngx-stock-dips-5-q2-144600756.html", "title": "TNGX Stock Dips 5% as Q2 Earnings Miss Estimates on Higher Expenses", "content_text": "Tango Therapeutics TNGX incurred a loss of 37 cents per share in the second quarter of 2026, wider than the Zacks Consensus Estimate of a loss of 31 cents. The company had reported a loss of 35 cents per share in the year-ago quarter. Collaboration revenues were zero compared with $3.2 million a year earlier. Tango shares were down 4.8% on Tuesday, likely due to investor disappointment over the earnings miss. Higher operating expenses weighed on the result. TNGX's Q2 Results in Detail In the absence of a marketed product, Tango has no regular source of income. The company instead reports collaboration revenues periodically, depending on the terms and progress of its collaboration arrangements. All remaining deferred revenues from upfront and research option-extension payments under the Gilead collaboration were recognized during 2025. This followed the truncation of the collaboration agreement, which concluded all research activities. Consequently, Tango recorded no collaboration revenues in the reported quarter. Research and development expenses increased 13% year over year to $37.2 million in the second quarter of 2026. The increase primarily reflected higher spending related to the advancement of the vopimetostat and TNG456 clinical programs. The rise was partly offset by lower spending resulting from Tango's portfolio prioritization efforts. Year to date, TNGX stock has skyrocketed 197.3% compared with the industry's 5.5% growth.Zacks Investment Research Image Source: Zacks Investment Research General and administrative expenses almost doubled year over year to $22.6 million, mainly due to higher personnel-related costs, including share-based compensation. TNGX's Key Pipeline Updates Vopimetostat is Tango's lead pipeline candidate and an MTAP-selective, once-daily PRMT5 inhibitor. In June, the company reported initial data from a phase I/II study evaluating vopimetostat in combination with Revolution Medicines' RAS(ON) inhibitors daraxonrasib or zoldonrasib in patients with MTAP-deleted, RAS-mutant pancreatic cancer. Per the data readout, the combo achieved a 92% objective response rate and 90% six-month progression-free survival rate in this patient population, with a generally well-tolerated safety profile. The findings strengthened Tango's focus on advancing vopimetostat in pancreatic cancer. The company is working internally and has begun discussions with regulators and Revolution Medicines toward developing a registrational plan and path forward for vopimetostat plus daraxonrasib in MTAP-deleted pancreatic cancer. The design of this impending phase III study of the combo drug in front-line pancreatic cancer is expected to be finalized later in 2026. Story Continues Beyond pancreatic cancer, Tango expects to disclose phase I/II vopimetostat lung cancer monotherapy data later in 2026. The update is expected to provide another clinical readout for the company's lead PRMT5 program in a different tumor setting. The company also plans to release initial data from an early- to mid-stage study of TNG456 for glioblastoma and other cancers and to initiate a phase I/II study of vopimetostat in combination with Erasca's ERAS-0015 in patients with MTAP-deleted RAS-mutant cancers later in 2026, thereby extending development across its broader oncology pipeline. Tango Therapeutics, Inc. Price, Consensus and EPS SurpriseTango Therapeutics, Inc. Price, Consensus and EPS Surprise Tango Therapeutics, Inc. price-consensus-eps-surprise-chart | Tango Therapeutics, Inc. Quote TNGX's Zacks Rank & Stocks to Consider Tango currently carries a Zacks Rank #3 (Hold). Some better-ranked stocks in the biotech sector are Amarin AMRN, Repligen RGEN and Liquidia Corporation LQDA, each currently sporting a Zacks Rank #1 (Strong Buy). You can see the complete list of today's Zacks #1 Rank stocks here. The estimate for Amarin's 2026 loss per share is currently pegged at 65 cents, while that for 2027 is currently pegged at 51 cents. AMRN shares have gaine", "date_published": "2026-08-12T14:46:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GILD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GILD34", "name": "Gilead Sciences, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5587aa83-55ce-4469-b222-200a992d9332/"}]}}, {"id": "source:f8900e4219a35c506b5d42e453b4b58e174c0fd1ffeb50d0c1dc5612cece6fc9", "url": "https://www.nasdaq.com/articles/1-vanguard-etf-outperforms-sp-500-and-still-has-room-run", "external_url": "https://www.nasdaq.com/articles/1-vanguard-etf-outperforms-sp-500-and-still-has-room-run", "title": "1 Vanguard ETF That Outperforms the S&P 500 and Still Has Room to Run", "content_text": "Key Points The \"Magnificent Seven\" stocks account for over 53% of this Vanguard ETF. This has helped the ETF outperform the S&P 500 in 13 of the past 20 years. Sluggish performance among its top 10 holdings has slowed returns this year.10 stocks we like better than Vanguard Morningstar Growth ETF \u203a The S&P 500 is the stock market's most important index, tracking the 500 largest American companies on the market. It has become the main benchmark investors use to measure their returns, with outperformance and underperformance largely dependent on how it compares. Although investing in an S&P 500 ", "date_published": "2026-08-12T14:35:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Analyst action", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:86d62dd42602561cf8e8cd009a104631483eef215b056b5717b74345e252d30d", "url": "https://finance.yahoo.com/m/fccbac36-96b9-3db5-b544-3fb53ab9e0c5/ibd-50-stocks-to-watch%3A.html", "external_url": "https://finance.yahoo.com/m/fccbac36-96b9-3db5-b544-3fb53ab9e0c5/ibd-50-stocks-to-watch%3A.html", "title": "IBD 50 Stocks To Watch: Obesity Drug Giant Eli Lilly Offers New Buy Point", "content_text": "Obesity-drug giant Eli Lilly stock is approaching a new buy point as the ongoing stock market rally strengthens. Continue Reading", "date_published": "2026-08-12T14:29:08+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:51d09f49a249edf74240a838044ca42e1d3db275594bc2a3bd21270e54e907de", "url": "https://finance.yahoo.com/healthcare/articles/intuitive-surgical-oppenheimer-now-bullish-125931309.html", "external_url": "https://finance.yahoo.com/healthcare/articles/intuitive-surgical-oppenheimer-now-bullish-125931309.html", "title": "Intuitive Surgical: Oppenheimer now bullish, sees competition being \"crowded out\"", "content_text": "Investing.com -- Oppenheimer upgraded Intuitive Surgical to Outperform from Perform with a $500 price target in a note on Wednesday, arguing the company's strategy of \"Crowding Out Competitors\" is strategically smart. Analyst Suraj Kalia said the change reflects \"a more nuanced risk-reward assessment at these levels.\" On the positive side, the firm views U.S. competition as a \"non-factor,\" with field checks suggesting \"some unique workflow challenges for Ottava that limit long-term appeal\" and real-estate issues for Hugo. It added that Intuitive's customized price-volume contracts complicate competitor returns, while its per-click model \"provides tremendous flexibility in lower-acuity ASC penetration.\" Oppenheimer's checks on Johnson & Johnson's Ottava platform flagged both strengths and drawbacks. Positives reportedly included a smaller footprint than Hugo and a console similar to daVinci with no learning curve. However, the firm said arm deployment \"in a non-sterile environment 'after' anesthetized patient placed on table presents unique workflow challenges,\" alongside limited production capacity of 20 and 100 systems in 2026 and 2027. The firm was less optimistic about international competition, where about 34% of Intuitive's sales come from. It named homegrown Chinese platforms Medbot, Kangduo and Toumai as \"the biggest threats from a pricing/market share perspective.\" Oppenheimer expects the aggregate robotic surgery market to grow to about 5.5 million procedures by 2030, and said Intuitive's \"tactics of flooding the zone with operating leases and customized contracts\" are financially punitive for U.S. rivals, though it noted the need to push daVinci into more price-sensitive, lower-acuity cases. Related articles Intuitive Surgical: Oppenheimer now bullish, sees competition being \"crowded out\" Citi pushes back Fed rate cuts to May after blowout January jobs report Nvidia's new Alpamayo project: What it means for Tesla? View Comments", "date_published": "2026-08-12T12:59:31+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JNJB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "JNJB34", "name": "Johnson & Johnson", "sentiment_url": "https://sharemaestro.com/sentiment/62d37a00-90c8-41d9-83ff-8af28e27358a/"}]}}, {"id": "source:7f86b5227bc22a9752a278a909c94b778e142bfa5917ec7e264a507df28aa63b", "url": "https://finance.yahoo.com/healthcare/articles/madrigal-appoints-john-c-reed-120000934.html", "external_url": "https://finance.yahoo.com/healthcare/articles/madrigal-appoints-john-c-reed-120000934.html", "title": "Madrigal Appoints John C. Reed, M.D., Ph.D., to its Board of Directors", "content_text": "Madrigal Pharmaceuticals, Inc. CONSHOHOCKEN, Pa., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Madrigal Pharmaceuticals, Inc. (NASDAQ: MDGL), a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), today announced it has appointed John C. Reed, M.D., Ph.D., to its Board of Directors. Dr. Reed currently serves as Executive Vice President, Innovative Medicine, Research & Development at Johnson & Johnson (\"J&J\") and is a member of J&J's Executive Committee, where he leads research and development across oncology, immunology, neuroscience and other areas of significant unmet medical need. Julian Baker, Chairman of the Board of Directors of Madrigal, stated, \"I am pleased to welcome John Reed to Madrigal. John is one of the biopharma industry's most accomplished physician-scientists and research leaders, with an extraordinary track record of advancing innovative medicines and building premier research organizations. His deep scientific expertise, strategic leadership and global experience developing breakthrough therapies will be invaluable as Madrigal continues to grow and expand its leadership in MASH.\" Bill Sibold, Chief Executive Officer of Madrigal, added, \"John's appointment reflects Madrigal's continued commitment to scientific excellence and long-term innovation. As we build on the successful launch of Rezdiffra and advance our industry-leading MASH pipeline, John's insights across drug discovery, translational medicine and global R&D strategy will be an important asset to our Board and management team.\" Prior to joining Johnson & Johnson in April 2023, Dr. Reed held executive leadership positions at Sanofi and Roche, serving on their respective executive committees. Earlier in his career, he served as President and Chief Executive Officer of Sanford-Burnham Medical Research Institute (now Sanford Burnham Prebys), where he established multiple disease-focused research centers and platform technology organizations. An internationally recognized leader in biomedical research, Dr. Reed has authored more than 900 scientific publications, holds more than 130 patents and has been consistently recognized among the world's most highly cited researchers in life sciences and medicine. He is a Fellow of the American Association for the Advancement of Science and has received numerous awards recognizing his contributions to biomedical research and innovation. He earned a Bachelor of Arts in Chemistry from the University of Virginia and both his M.D. and Ph.D. in Immunology from the University of Pennsylvania School of Medicine. Story Continues About Madrigal Madrigal Pharmaceuticals, Inc. (Nasdaq: MDGL) is a biopharmaceutical company focused on delivering novel therapeutics for metabolic dysfunction-associated steatohepatitis (MASH), a liver disease with high unmet medical need. Madrigal's medication, Rezdiffra (resmetirom), is a once-daily, oral, liver-directed THR-\u03b2 agonist designed to target key underlying causes of MASH. Rezdiffra was the first medication approved by both the FDA and European Commission for the treatment of MASH with moderate to advanced fibrosis (F2 to F3). An ongoing Phase 3 outcomes trial is evaluating Rezdiffra for the treatment of compensated MASH cirrhosis (F4c). For more information, visit www.madrigalpharma.com and follow us on LinkedIn. Forward-Looking Statements This press release includes \"forward-looking statements\" made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995, as amended, including statements related to Madrigal's growth, Madrigal's leadership position in the MASH sector and Madrigal's ability to advance its pipeline. Forward-looking statements are subject to a number of risks and uncertainties including, but not limited to: the assumptions underlying the forward-looking statements; Madrigal's ability to successfully commercialize Rezdiffra in the U.S. and Europe; risks related to obtai", "date_published": "2026-08-12T12:00:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "JNJB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "JNJB34", "name": "Johnson & Johnson", "sentiment_url": "https://sharemaestro.com/sentiment/62d37a00-90c8-41d9-83ff-8af28e27358a/"}]}}, {"id": "source:42172907b7c3be71dbc848985f4a5239d8f2f8916ed25fc4e50f87f9eb8e2147", "url": "https://finance.yahoo.com/healthcare/articles/arbutus-reports-second-quarter-2026-113000778.html", "external_url": "https://finance.yahoo.com/healthcare/articles/arbutus-reports-second-quarter-2026-113000778.html", "title": "Arbutus Reports Second Quarter 2026 Financial Results and Provides Corporate Update", "content_text": "Arbutus Biopharma Corporation Maintained strong financial position with cash, cash equivalents and marketable securities of $92.6M as of June 30, 2026 Received first payment of approximately $178M from Moderna settlement in July and expects to return up to approximately $230M in capital to Arbutus shareholders Filed three international patent enforcement lawsuits against Pfizer and BioNTech related to lipid nanoparticle (LNP) technology Achieved alignment with the U.S. Food and Drug Administration (FDA) on a proposed imdusiran Phase 2b clinical trial design WARMINSTER, Pa., Aug. 12, 2026 (GLOBE NEWSWIRE) -- Arbutus Biopharma Corporation (Nasdaq: ABUS) (\"Arbutus\" or the \"Company\"), a clinical-stage biopharmaceutical company focused on infectious disease, today reported second quarter 2026 financial results and provided a corporate update. LNP Litigation On March 3, 2026, Arbutus, along with its exclusive licensee, Genevant Sciences (\"Genevant\"), entered into a settlement agreement to resolve all global patent infringement litigation and patent revocation proceedings involving Moderna. As part of the settlement, Moderna paid Arbutus and Genevant $950 million in July 2026 (the \"Noncontingent Settlement Payment\") and will pay an additional $1.3 billion contingent upon an appellate ruling that 28 U.S.C. \u00a71498 does not bar Arbutus' and Genevant's claims against Moderna for patent infringement, except as to doses characterized by the district court as having gone to U.S. government employees. On July 8, 2026, the Company received $178.4 million as its share of the Noncontingent Settlement Payment, which includes reimbursement of the Company's litigation costs. In addition, the Company owns approximately 16% of the outstanding common equity of Genevant and anticipates the payment of a material dividend from Genevant in the third quarter of 2026. For more information about the terms and conditions of the settlement with Moderna, including the contingent payment, please refer to Arbutus' Quarterly Report on Form 10-Q to be filed with the SEC on August 12, 2026 and Annual Report on Form 10-K filed with the SEC on March 23, 2026. In July 2026, the Company, along with Genevant, filed three international lawsuits against Pfizer, BioNTech and certain of their affiliates seeking to enforce patents protecting the Company's patented LNP technology across 21 countries. Corporate Updates Arbutus expects to return capital to shareholders commencing in Q3 2026 through repurchases of up to approximately $230 million of the Company's common shares, which repurchases may come in the form of a tender offer (including a modified \"Dutch Auction\" tender offer), open market purchases, accelerated share repurchases or other means. The specific form(s) of any such transaction(s) remains subject to the approval of the Company's board of directors, and no assurance can be given that any such repurchase activity will occur in Q3 2026, or at all. In April 2026, the FDA granted Fast Track designation for imdusiran for the treatment of chronic hepatitis B (\"cHBV\"). The FDA's Fast Track program is designed to facilitate the development and expedite the review of investigational therapies to treat serious conditions with unmet medical need. In May 2026, the Company reached alignment with the FDA on the design and safety parameters of a proposed Phase 2b clinical trial evaluating imdusiran for the treatment of cHBV. The Company intends to incorporate the FDA's feedback into a final Phase 2b protocol. Story Continues \"This has been an exciting quarter for our imdusiran development program,\" said Lindsay Androski, President and CEO of Arbutus. \"In addition to obtaining Fast Track designation from the FDA on this promising drug candidate, which has achieved functional cure in 10 chronic hepatitis B patients to date, we reached alignment with the FDA on the design of our Phase 2b clinical trial. I would like to publicly congratulate our research and development team for ", "date_published": "2026-08-12T11:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "PFIZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PFIZ34", "name": "Pfizer Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f7910404-738f-4806-a8bf-69fc836896cd/"}]}}, {"id": "source:a98bf40dc28964028c314674c98bb3ba67f672de930dcedcae5839f480c10811", "url": "https://finance.yahoo.com/healthcare/articles/indupro-closes-77-million-series-113000456.html", "external_url": "https://finance.yahoo.com/healthcare/articles/indupro-closes-77-million-series-113000456.html", "title": "InduPro Closes $77 Million Series B Financing and Doses First Patient in Phase 1 Study of Lead Oncology Program IDP-001", "content_text": "IDP-001 is a bispecific antibody-drug conjugate targeting EGFR and a novel Tumor-Associated Proximity Antigen identified through InduPro's proximity-guided platform Phase 1 study is enrolling adults with advanced squamous non-small cell lung cancer and other solid tumors Financing led by The Column Group, with participation from Vida Ventures, MRL Ventures Fund, Emerson Collective (advised by Yosemite), Euclidean Capital, Solasta Ventures, Sanofi, and Eli Lilly and Company SEATTLE & CAMBRIDGE, Mass., August 12, 2026--(BUSINESS WIRE)--InduPro, Inc., a biotechnology company defining membrane pro", "date_published": "2026-08-12T11:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:bf7defe4a71158af0a1bd84bf51ac804a6c1a409a21dd1ca573562c764d9813c", "url": "https://seekingalpha.com/news/4631300-lilly-files-six-lawsuits-to-crack-down-on-black-market-retatrutide-weight-loss-shots?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "external_url": "https://seekingalpha.com/news/4631300-lilly-files-six-lawsuits-to-crack-down-on-black-market-retatrutide-weight-loss-shots?amp%3Butm_medium=referral&amp%3Bfeed_item_type=news", "title": "Lilly files six lawsuits to crack down on black market retatrutide weight-loss shots", "content_text": "[Lilly Biotechnology Center in San Diego, California, USA.] JHVEPhoto Lilly escalated its fight against black-market retatrutide by filing six new lawsuits against U.S. sellers, including compounding pharmacies, medical spas, and online vendors, the drugmaker said Wednesday in a statement [https://seekingalpha.com/pr/20616057-lilly-calls-on-online-platforms-payment-companies-and-regulators-to-shut-down-the-illegal]. The company said retatrutide remains an investigational Phase 3 molecule, and no retatrutide medicine has been approved for human use by any regulator worldwide. The FDA has made c", "date_published": "2026-08-12T09:41:38+00:00", "authors": [{"name": "seekingalpha.com"}], "tags": ["Regulatory and legal", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:598e9075e70015a8ed86ba0f87e4ec63ce23413315cab77717ad26d7d1f31fd6", "url": "https://finance.yahoo.com/healthcare/articles/lilly-calls-online-platforms-payment-093000432.html", "external_url": "https://finance.yahoo.com/healthcare/articles/lilly-calls-online-platforms-payment-093000432.html", "title": "Lilly calls on online platforms, payment companies and regulators to shut down the illegal retatrutide black market", "content_text": "Files six new lawsuits as company escalates fight to protect patients INDIANAPOLIS, Aug. 12, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today escalated its continued fight to protect patients from the dangerous black market for retatrutide, filing six new lawsuits against U.S. entities selling black-market products in addition to having referred hundreds of bad actors to regulators and law enforcement worldwide. Lilly is also calling on the entities that sellers use to conduct their illegal business\u2014social media and e-commerce platforms, credit card companies, payment processors an", "date_published": "2026-08-12T09:30:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:ee2012b426ba5b32f8f9770cbf19ac68a207ef1594a8b2065c3c2e011868767c", "url": "https://www.nasdaq.com/articles/if-i-were-my-40s-id-buy-vanguard-etf-warren-buffett-recommended-and-hold-it-forever", "external_url": "https://www.nasdaq.com/articles/if-i-were-my-40s-id-buy-vanguard-etf-warren-buffett-recommended-and-hold-it-forever", "title": "If I Were in My 40s, I'd Buy This Vanguard ETF Warren Buffett Recommended and Hold It Forever", "content_text": "Key Points Warren Buffett steered the Berkshire Hathaway holding company to market-crushing returns for 60 years. He often said everyday investors could do well by simply buying an exchange-traded fund that tracks a diversified index like the S&P 500. In February 2014, he specifically recommended the Vanguard S&P 500 ETF because of its ultra-low fees, and it could help investors achieve a secure retirement. 10 stocks we like better than Vanguard S&P 500 ETF \u203a Warren Buffett served as chief executive officer of the Berkshire Hathaway(NYSE: BRKA)(NYSE: BRKB) holding company between 1965 and 2025", "date_published": "2026-08-12T09:17:00+00:00", "authors": [{"name": "nasdaq.com"}], "tags": ["Market update", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:f755a236060581c0463b2dfb458c610a2dbef387eea1d6ce6f9c007c37d67f2d", "url": "https://finance.yahoo.com/healthcare/articles/amgen-open-science-innovation-center-082500598.html", "external_url": "https://finance.yahoo.com/healthcare/articles/amgen-open-science-innovation-center-082500598.html", "title": "AMGEN TO OPEN NEW SCIENCE & INNOVATION CENTER IN GENOME VALLEY, HYDERABAD", "content_text": "New Site Will Support Global Research and Development Capabilities and Advance Scientific Research HYDERABAD, India, Aug. 12, 2026 /PRNewswire/ -- Amgen (NASDAQ: AMGN) today announced plans to open a new Science and Innovation Center at Genome Valley in Hyderabad. The center will join Amgen's global Research and Development network, which consists of seven research laboratories, further expanding the company's research and scientific capabilities.L to R: Nikhil Charavarthi, Commissioner, Industries; Sarvesh Singh, CEO, Telangana Life Sciences; Krishna Aditya, Special Secretary, Industries; Shr", "date_published": "2026-08-12T08:25:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "AMGN34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "AMGN34", "name": "Amgen Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/6aa3d5cb-4f1b-440f-8f11-460f01431905/"}]}}, {"id": "source:a596ccab877ec2f06c50e3078954b688b7d923aa1ab60cec82377ed09c236908", "url": "https://finance.yahoo.com/healthcare/articles/absci-absi-11-0-lilly-071042096.html", "external_url": "https://finance.yahoo.com/healthcare/articles/absci-absi-11-0-lilly-071042096.html", "title": "Absci (ABSI) Is Up 11.0% After Lilly Backs ABS-201 With US$40 Million Investment \u2013 Has The Bull Case Changed?", "content_text": "Absci Corporation recently reported second-quarter 2026 results showing a net loss of US$33.21 million, wider than a year ago, while basic and diluted loss per share from continuing operations narrowed to US$0.21. Alongside these figures, Absci highlighted encouraging early Phase 1 data for ABS-201, its prolactin receptor antibody, and a US$40 million investment and development support from Eli Lilly that extend its cash runway into the second half of 2028. Next, we'll examine how Eli Lilly's US$40 million investment and advisory role could reshape Absci's investment narrative around ABS-201. ", "date_published": "2026-08-12T07:10:42+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:dc2ea09e3fe6360e068c698276bfac729fd82e6bbe5bfb2d096dbc2191977eaf", "url": "https://finance.yahoo.com/healthcare/articles/3-healthcare-stocks-open-questions-025322220.html", "external_url": "https://finance.yahoo.com/healthcare/articles/3-healthcare-stocks-open-questions-025322220.html", "title": "3 Healthcare Stocks with Open Questions", "content_text": "3 Healthcare Stocks with Open Questions Personal health and wellness is one of the many secular tailwinds for healthcare companies. Players catalyzing medical advancements have benefited from elevated demand, and their momentum is only rising as the industry has posted a 22.3% gain over the past six months, beating the S&P 500 by 11.2 percentage points. Regardless of these results, investors must exercise caution as many businesses in this space are subject to heavy regulation that can influence their earnings potential. With that said, here are three healthcare stocks we're steering clear of. Sotera Health Company (SHC) Market Cap: $5.38 billion With a critical role in ensuring the safety of millions of patients worldwide, Sotera Health (NASDAQGS:SHC) provides sterilization services, lab testing, and advisory services to ensure medical devices, pharmaceuticals, and food products are safe for use. Why Are We Hesitant About SHC? Core business is underperforming as its organic revenue has disappointed over the past two years, suggesting it might need acquisitions to stimulate growth Revenue base of $1.22 billion puts it at a disadvantage compared to larger competitors exhibiting economies of scale Investment activity picked up over the last five years, pressuring its weak free cash flow margin of 0.8% At $18.87 per share, Sotera Health Company trades at 18.5x forward P/E. If you're considering SHC for your portfolio, see our FREE research report to learn more. Gilead Sciences (GILD) Market Cap: $165.2 billion From its groundbreaking work in developing the first single-tablet regimens for HIV treatment, Gilead Sciences (NASDAQ:GILD) develops and markets innovative medicines for life-threatening diseases including HIV, viral hepatitis, COVID-19, and cancer. Why Are We Wary of GILD? Annual sales growth of 2.7% over the last five years lagged behind its healthcare peers as its large revenue base made it difficult to generate incremental demand Costs have risen faster than its revenue over the last five years, causing its adjusted operating margin to decline by 34.2 percentage points Earnings per share have contracted by 15.4% annually over the last five years, a headwind for returns as stock prices often echo long-term EPS performance Gilead Sciences is trading at $133.19 per share, or 14.3x forward P/E. Check out our free in-depth research report to learn more about why GILD doesn't pass our bar. Myriad Genetics (MYGN) Market Cap: $311.8 million Founded in 1991 as one of the pioneers in translating genetic discoveries into clinical applications, Myriad Genetics (NASDAQ:MYGN) develops genetic tests that assess disease risk, guide treatment decisions, and provide insights across oncology, women's health, and mental health. Story Continues Why Are We Out on MYGN? Products and services are facing end-market challenges during this cycle, as seen in its flat sales over the last two years Issuance of new shares over the last five years caused its earnings per share to fall by 7.4% annually while its revenue grew EBITDA losses may force it to accept punitive lending terms or high-cost debt Myriad Genetics's stock price of $3.20 implies a valuation ratio of 0.4x forward price-to-sales. To fully understand why you should be careful with MYGN, check out our full research report (it's free). Stocks We Like More ALSO WORTH WATCHING: Top 5 Momentum Stocks. The best time to own a great stock is when the market is finally noticing it. These aren't just high-quality businesses. Something is happening with them right now. Elite fundamentals meet near-term momentum \u2014 both boxes checked at the same time. Find out which stocks our AI platform is flagging this week. See this week's Strong Momentum stocks \u2014 FREE. Get Our Strong Momentum Stocks for Free HERE. Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,460% between June 2020 and June 2025) as well as under-the-radar businesses like the once-small-cap company Exlservice ", "date_published": "2026-08-12T02:53:22+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GILD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GILD34", "name": "Gilead Sciences, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5587aa83-55ce-4469-b222-200a992d9332/"}]}}, {"id": "source:b6c903c7fb892eeaa0393e75b65ce4f7d53a7f88f20709d57a8ef10af666d051", "url": "https://finance.yahoo.com/healthcare/articles/abbvie-abbv-wins-canada-reimbursement-221514425.html", "external_url": "https://finance.yahoo.com/healthcare/articles/abbvie-abbv-wins-canada-reimbursement-221514425.html", "title": "AbbVie (ABBV) Wins Canada Reimbursement Backing For Adult Migraine Treatment", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. AbbVie (NYSE: ABBV) received a recommendation from Canada's Drug Agency to reimburse UBRELVY for the acute treatment of migraine in adults. The decision follows Phase 3 trial results and a review process that included direct input from patients and clinicians. The recommendation expands access to UBRELVY in Canada and broadens AbbVie's neuroscience portfolio in migraine care. For more ideas in this area, take a look at 43 healthcare AI stocks.NYSE:ABBV E", "date_published": "2026-08-11T22:15:14+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "ABBV34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ABBV34", "name": "AbbVie Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/833a658d-9823-4022-a5f5-06b12953cffb/"}]}}, {"id": "source:0346137643f47adc504c0649213c381178b64ec2883c03d495a25141c67db707", "url": "https://finance.yahoo.com/healthcare/articles/abbvie-abbv-gains-botox-filing-211132588.html", "external_url": "https://finance.yahoo.com/healthcare/articles/abbvie-abbv-gains-botox-filing-211132588.html", "title": "AbbVie (ABBV) Gains On Botox Filing, Is The 9% Discount Still There?", "content_text": "Make better investment decisions with Simply Wall St's easy, visual tools that give you a competitive edge. AbbVie (ABBV) is back in focus after Allergan Aesthetics reported that the FDA accepted a supplemental Biologics License Application for Botox Cosmetic targeting masseter muscle prominence in adults, which would be a potential fifth U.S. aesthetic indication. See our latest analysis for AbbVie. Alongside Allergan Aesthetics' Botox update and several recent approvals and guidance changes, AbbVie's share price has moved to $247.97, with a 90 day share price return of 19.3% and a 1 year total shareholder return of 28.71%. This suggests momentum has been building rather than fading over both shorter and longer periods. If this kind of steady healthcare story interests you, it can be useful to see what else is gaining attention in the sector. Take the next step and check out 43 healthcare AI stocks AbbVie is now sitting near US$248 after a strong 90 day run. The question is whether you treat this as confirmation to step in or wait for a cooler entry. The answer starts with what the current valuation implies. Most Popular Narrative: 9.3% Undervalued At $247.97, AbbVie trades below a widely followed fair value estimate of about $273 per share, which reflects detailed assumptions about growth, margins and risk using a 7.64% discount rate. Analysts are assuming AbbVie's revenue will grow by 8.2% annually over the next 3 years. Analysts assume that profit margins will increase from 9.7% today to 30.2% in 3 years time. Read the complete narrative. Want to see what kind of earnings path and profit profile AbbVie would need to reach that outcome? The narrative leans on a step change in profitability and a future valuation multiple that investors usually associate with faster growing sectors. Curious which revenue mix and cash flow assumptions sit underneath that story. Result: Fair Value of $273.39 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, AbbVie's story can change quickly if pricing pressure on key therapies intensifies, or if newer drugs and acquisitions fall short of expectations. Find out about the key risks to this AbbVie narrative. Another View On AbbVie's Valuation The earlier fair value work for AbbVie relied on detailed cash flow and earnings assumptions. The multiples picture tells a different story. AbbVie trades on a P/E of 69.9x, compared with 16.8x for the broader US Biotechs industry and 27.8x for peers, while the fair ratio is 38.7x. Story Continues That is a wide gap. It indicates that a lot of optimism may already be reflected in the price if earnings or margins fall short of expectations. The question for you is whether AbbVie can continue performing strongly enough for the market to keep the valuation near that higher fair ratio, rather than see it move closer to industry levels. See what the numbers say about this price \u2014 find out in our valuation breakdown.NYSE:ABBV P/E Ratio as at Aug 2026 Next Steps If the mixed signals on AbbVie leave you uncertain, use that as a prompt to move quickly. Review the key data points and shape your own view with 3 key rewards and 4 important warning signs Looking for more investment ideas beyond AbbVie? Once you have a view on AbbVie, do not stop there. Use the Simply Wall Street Screener to spot other opportunities that match your style. Target dependable payouts by reviewing 9 dividend fortresses that may suit investors who prioritise income and consistency. Hunt for quality at a sensible price with the 51 high quality undervalued stocks that may align better with your expectations. Prioritise resilience by scanning the 83 resilient stocks with low risk scores so you are not the last to spot stocks with more balanced risk profiles. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intend", "date_published": "2026-08-11T21:11:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ABBV34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ABBV34", "name": "AbbVie Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/833a658d-9823-4022-a5f5-06b12953cffb/"}]}}, {"id": "source:07698914dd0ab4b6d8401b7092b3daec8566eb9bcd6985390a0b092944adf058", "url": "https://finance.yahoo.com/healthcare/articles/macrogenics-announces-achievement-10-million-200500875.html", "external_url": "https://finance.yahoo.com/healthcare/articles/macrogenics-announces-achievement-10-million-200500875.html", "title": "MacroGenics Announces Achievement of $10 Million Milestone Following Gilead\u2019s Exercise of Option to License Preclinical Bispecific Program", "content_text": "MacroGenics, Inc. ROCKVILLE, MD, Aug. 11, 2026 (GLOBE NEWSWIRE) -- MacroGenics, Inc. (NASDAQ: MGNX), a clinical-stage biopharmaceutical company focused on developing innovative antibody-based therapeutics for the treatment of cancer, today announced that Gilead Sciences, Inc. has exercised its option to obtain an exclusive license for a preclinical bispecific program under the companies' 2022 collaboration agreement. The option exercise triggers a $10 million payment to MacroGenics. The licensed program incorporates MacroGenics' TRIDENT\u00ae platform and is directed against two undisclosed targets for the treatment of solid tumors. Under the 2022 collaboration agreement, MacroGenics and Gilead Sciences are advancing three programs: MGD024, a clinical-stage CD123 \u00d7 CD3 bispecific DART\u00ae molecule, and two preclinical bispecific programs. MacroGenics remains eligible to receive up to approximately $1.6 billion in additional development, regulatory and commercial milestone payments across the collaboration, as well as royalties on worldwide net sales of products resulting from the programs. About MacroGenics, Inc. MacroGenics (the Company) is a biopharmaceutical company focused on developing innovative monoclonal antibody-based therapeutics for the treatment of cancer. The Company generates its pipeline of novel product candidates from its suite of proprietary next-generation antibody-based technology platforms. The combination of MacroGenics' technology platforms and protein engineering expertise has allowed the Company to generate promising product candidates and enter into several strategic collaborations with global pharmaceutical and biotechnology companies. For more information, please see the Company's website at www.macrogenics.com. MacroGenics, the MacroGenics logo, TRIDENT and DART are trademarks or registered trademarks of MacroGenics, Inc. Cautionary Note on Forward-Looking Statements Any statements in this press release about future expectations, plans and prospects for MacroGenics (\"Company\"), including statements about the Company's strategy, future operations, clinical development of and regulatory plans for the Company's therapeutic candidates, expected timing of the release of clinical updates and safety and efficacy data for the Company's ongoing clinical trials, anticipated cash runway and other statements containing the words \"subject to\", \"believe\", \"anticipate\", \"plan\", \"expect\", \"intend\", \"estimate\", \"potential\", \"project\", \"may\", \"will\", \"should\", \"would\", \"could\", \"can\", the negatives thereof, variations thereon and similar expressions, or by discussions of strategy, including our ability to execute on our key strategic priorities for 2026, constitute forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. Actual results may differ materially from those indicated by such forward-looking statements as a result of various important factors, including: risks related to the reproducibility of any results initially seen in any product candidate; risks that any product or product candidate's revenue, expenses and costs may not be as expected; risks relating to any product or product candidate's market acceptance, competition, reimbursement and regulatory actions; future data updates, including timing and results of efficacy and safety data with respect to product candidates in ongoing clinical trials; the uncertainties inherent in the initiation and enrollment of future clinical trials; the availability of financing to fund the internal development of our product candidates; expectations regarding the expansion of ongoing clinical trials; expectations for the timing and steps required in the regulatory review process; expectations for regulatory approvals; expectations of future milestone payments or royalties; the impact of competitive products; our ability to enter into agreements with strategic partners and other matters th", "date_published": "2026-08-11T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "GILD34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "GILD34", "name": "Gilead Sciences, Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/5587aa83-55ce-4469-b222-200a992d9332/"}]}}, {"id": "source:4d8bf92c7f1bc7db9a42b5e73d561a57be1450f6b42b9ab5fd78b3592e581716", "url": "https://finance.yahoo.com/healthcare/articles/absci-reports-business-updates-second-200500755.html", "external_url": "https://finance.yahoo.com/healthcare/articles/absci-reports-business-updates-second-200500755.html", "title": "Absci Reports Business Updates and Second Quarter 2026 Financial and Operating Results", "content_text": "Absci Corporation Announced positive interim Phase 1 data from the HEADLINE\u2122 trial of ABS-201 Completed $100 million underwritten offering, including $40 million strategic investment from Eli Lilly & Company Cash, cash equivalents, and marketable securities now sufficient to fund operations into the second half of 2028 VANCOUVER, Wash. and NEW YORK, Aug. 11, 2026 (GLOBE NEWSWIRE) -- Absci Corporation (Nasdaq: ABSI), a clinical-stage biopharmaceutical company advancing breakthrough therapeutics designed with generative AI, today reported financial and operating results for the quarter ended Jun", "date_published": "2026-08-11T20:05:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:d5f6b937de223e09167f8ed5a604f4407deb20166ac658448dc0e69114a6b5ef", "url": "https://finance.yahoo.com/markets/stocks/articles/astrazeneca-plc-azn-vs-bristol-193445815.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/astrazeneca-plc-azn-vs-bristol-193445815.html", "title": "AstraZeneca PLC (AZN) vs. Bristol-Myers Squibb Company (BMY): Wall Street Doesn\u2019t Buy This Merger Talk", "content_text": "AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock's biggest one-day drop since 2020, after reports that it held merger talks with U.S. rival Bristol-Myers Squibb Company (NYSE:BMY). A combined company would be worth close to $400 billion, the fourth-largest drugmaker in the world by market value. Neither firm confirmed the talks, and people familiar with the matter told Reuters a deal may never materialize. Why Investors Can't Figure Out the Logic Bristol Myers shares actually rose as much as 6% on the news before dropping back down a bit, a very different reaction from AstraZeneca's shareholders. That split tells the real story: analysts and investors think Bristol-Myers Squibb Company (NYSE:BMY) needs this deal far more than AstraZeneca does. Jefferies analysts wrote they were \"a bit perplexed\" by the report, since AstraZeneca has built one of the strongest growth stories in pharma under CEO Pascal Soriot and doesn't need clever money moves to hit its goals. One rationale given is AstraZeneca's push into the U.S. market, where it completed a direct stock listing this year and already earns 42% of its sales. This makes you wonder: is this really a smart move to lock in U.S. market access, or is Wall Street right that AstraZeneca is being asked to rescue a weaker rival for no good reason?AstraZeneca PLC (AZN) vs. Bristol-Myers Squibb Company (BMY): Wall Street Doesn't Buy This Merger Talk AstraZeneca's Bull and Bear Case AstraZeneca PLC (NYSE:AZN) targets $80 billion in annual revenue by 2030, up from $58.7 billion last year, and Soriot said just last week the company doesn't \"need M&A to deliver\" on that goal. Its cancer drug pipeline is deep, and the firm has kept growing largely through its own research and licensing deals rather than big acquisitions. However, the stock's 9% drop shows investors hate the idea, and AstraZeneca's own shareholders are the ones pushing back hardest. Union Investment's Markus Manns said the deal \"does not make strategic or financial sense,\" and ATG Healthcare's Lukas Leu called it growth-dilutive in the near term. The reaction comes just weeks after a separate late-stage trial failure already raised questions about management's credibility. Bristol Myers's Bull and Bear Case Bristol-Myers Squibb Company (NYSE:BMY) shares rose on the report, and the stock is already up by over 22% year to date as of July 31. A merger would pair the company with a partner (AstraZeneca) that has less patent-expiry pressure and a stronger pipeline, potentially creating the broadest oncology portfolio in the industry. Still, the firm needs the deal for a reason investors don't like: its two biggest products, blood thinner Eliquis and cancer drug Opdivo, both face patent expiration and generic competition in the coming years, and growth is expected to decline starting next year. BMO's Evan Seigerman noted that heavy overlap between Bristol's Opdivo and AstraZeneca's Imfinzi \"could reduce the odds of a successful merger\" on antitrust grounds alone. Story Continues Insider Monkey's Hedge Fund Data Insider Monkey's hedge fund database shows AstraZeneca PLC (NYSE:AZN) had 56 hedge fund holders as of Q1 2026, up from 52 the quarter before, with the dollar value of hedge funds held rising from about $4.21 billion to $5.50 billion. Bristol Myers had 83 holders, up slightly from 82. Among other large pharma names, Pfizer had 83 holders, and Merck had 98, down from 100. Bristol Myers and AstraZeneca both are behind Merck but sit close to Pfizer in popularity. Conclusion This deal talk has already cost AstraZeneca shareholders real money. The stock market's message is clear, i.e., Bristol-Myers looks like the company that needs saving, and AstraZeneca's investors don't want to rescue them. Nonetheless, hedge funds are bullish on Bristol-Myers Squibb Company (NYSE:BMY) and favor it over AstraZeneca. While we acknowledge the potential of AZN as an investment, we believe certain AI stocks offer grea", "date_published": "2026-08-11T19:34:45+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "A1ZN34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "A1ZN34", "name": "AstraZeneca PLC", "sentiment_url": "https://sharemaestro.com/sentiment/d5cbe6eb-6656-4842-ac9c-482148d53ed0/"}]}}, {"id": "source:662045fab58afd12d39202fb4b73b01ddf3d851fe5ff4d19fa66e5567a78b418", "url": "https://finance.yahoo.com/healthcare/articles/novelmed-advances-nm5072-multiple-ocular-192700904.html", "external_url": "https://finance.yahoo.com/healthcare/articles/novelmed-advances-nm5072-multiple-ocular-192700904.html", "title": "NovelMed Advances NM5072 for Multiple Ocular Disorders", "content_text": "NovelMed Therapeutics Inc Key Highlights Multi-indication precedent: Biogen's approximately $5.6 billion acquisition of Apellis added EMPAVELI for PNH and SYFOVRE for GA, both of which contain pegcetacoplan. Primate proof of concept: A single intravitreal dose of NM5072 reduced CNV, hemorrhage, and retinal fibrosis in a rhesus monkey model. Phase I clinical experience: NM5072 completed a Phase I study in 48 healthy volunteers and received FDA Orphan Drug Designation for PNH. Potential extended durability: Rabbit PK/PD data estimated an ocular half-life of seven days. Translational modeling pro", "date_published": "2026-08-11T19:27:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Deals and strategy", "BIIB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "BIIB34", "name": "Biogen Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/7388c806-6af8-483e-bfe9-4089dbc8e7da/"}]}}, {"id": "source:075b73d293c7e70fcab278c37a05cfa686169b2d4b7e54589715f81be0413b7a", "url": "https://finance.yahoo.com/healthcare/articles/eli-lilly-scores-major-win-190732274.html", "external_url": "https://finance.yahoo.com/healthcare/articles/eli-lilly-scores-major-win-190732274.html", "title": "Eli Lilly Scores Major Win in Weight-Loss Drug Race", "content_text": "This article first appeared on GuruFocus. Eli Lilly (NYSE:LLY) has secured U.K. approval for its once-daily weight-loss pill Foundayo, giving the drugmaker its first regulatory win for the treatment outside the U.S. and escalating its obesity battle with Novo Nordisk. The approval expands Lilly's opportunity beyond injectable drugs such as Zepbound while giving patients a potentially simpler oral option in one of the pharmaceutical industry's fastest-growing markets. Warning! GuruFocus has detected 6 Warning Signs with INTC. Is LLY fairly valued? Test your thesis with our free DCF calculator. ", "date_published": "2026-08-11T19:07:32+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Regulatory and legal", "LILY34", "N1VO34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}, {"symbol": "N1VO34", "name": "Novo Nordisk A/S", "sentiment_url": "https://sharemaestro.com/sentiment/7cf82147-ee6d-4a26-b124-7dd072ebbbe1/"}]}}, {"id": "source:90e9992f9e6beb2825373c6d8afb46efe7120c82bca9e26efa2a412e8f02ee37", "url": "https://finance.yahoo.com/healthcare/articles/merck-mrk-wins-fda-ema-181430790.html", "external_url": "https://finance.yahoo.com/healthcare/articles/merck-mrk-wins-fda-ema-181430790.html", "title": "Merck (MRK) Wins FDA And EMA Review For Broader RSV Use In Children", "content_text": "Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Merck (NYSE:MRK) said the FDA and EMA have accepted supplemental applications to expand ENFLONSIA for preventing RSV in young children at elevated risk. The filings seek to broaden ENFLONSIA's indication in vulnerable pediatric groups where preventative options for RSV are limited. The dual U.S. and European regulatory milestones highlight Merck's efforts to build out its portfolio beyond oncology as attention on the future of Keytruda intensifies. For investors tracking how large drug companies use vaccines, antibodies and digital tools to reshape pediatric and respiratory care, it may be worth exploring the wider trend in healthcare AI through 43 healthcare AI stocks.NYSE:MRK Earnings & Revenue Growth as at Aug 2026 Merck operates as a global healthcare company in the pharmaceuticals industry, and this potential RSV expansion sits alongside its efforts in other treatment areas as it looks to grow beyond its oncology portfolio. With a market cap of about $317.2b, decisions on pediatric and respiratory products can influence how investors view the breadth of its pipeline. We've flagged 5 risks for Merck. See which could impact your investment. What Merck's ENFLONSIA filing means for the bull and bear cases For Merck, the move to extend ENFLONSIA into a second RSV season for high risk young children supports the bull case that the company is building new growth pillars beyond KEYTRUDA. It fits the Narrative's focus on more than 20 potential growth drivers and a larger late stage pipeline, and shows Merck putting real products behind its infectious disease and vaccine ambitions, not just oncology. If we take a look at the community Narrative for Merck, we can see how this news fits into the bigger investment story. The bear case is not removed though. Investors still need to see how ENFLONSIA performs commercially against alternatives if regulators ultimately grant this broader label. The key signpost from here is the FDA's March 22, 2027 PDUFA decision on the sBLA, alongside the EMA outcome, which will show whether this potential second season use can turn into a meaningful pediatric RSV franchise for Merck. For the full picture including more risks and rewards, check out the complete Merck analysis. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include MRK. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com View Comments", "date_published": "2026-08-11T18:14:30+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "MRCK34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "MRCK34", "name": "Merck & Co., Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/fd9143b6-6188-4f22-af73-02144657ad8e/"}]}}, {"id": "source:8fd7672d5d0e5a27e204a6e9a1f11b0eec9a48c668bdf9f832b7f7415c92c2c4", "url": "https://finance.yahoo.com/markets/stocks/articles/2-stocks-think-hands-down-172000205.html", "external_url": "https://finance.yahoo.com/markets/stocks/articles/2-stocks-think-hands-down-172000205.html", "title": "2 Stocks I Think Are Hands-Down Better Picks Than SpaceX Right Now", "content_text": "Space Exploration Technologies (NASDAQ: SPCX) has been perhaps the most talked-about stock on Wall Street since it completed the largest IPO ever in mid-June. Opinions on the company's prospects are divided. Some see an innovative company that has already disrupted the space travel industry and will continue to do so, and perhaps deliver life-changing returns in the process. Others see an overvalued stock that could eventually succumb to an avalanche of headwinds. Still others, like myself, split the difference: SpaceX's future looks very promising, and it could post strong returns over the lo", "date_published": "2026-08-11T17:20:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "LILY34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}]}}, {"id": "source:090bf59cb125911962fc47d181504d1d44aae2d4f30ce5872c472af57718e668", "url": "https://finance.yahoo.com/healthcare/articles/much-did-immunology-drugs-contribute-165400709.html", "external_url": "https://finance.yahoo.com/healthcare/articles/much-did-immunology-drugs-contribute-165400709.html", "title": "How Much Did Immunology Drugs Contribute to AbbVie's Q2 Performance?", "content_text": "AbbVie ABBV announced encouraging second-quarter 2026 results last month, which beat expectations for both earnings and sales. A significant portion of this growth came from the continued strength of its two blockbuster immunology medications, Skyrizi and Rinvoq, which together accounted for more than 47% of total revenues. Skyrizi sales jumped 24% year over year on an operational basis to $5.5 billion, while Rinvoq sales rose 23.7% to more than $2.5 billion. Both drugs benefited from strong demand and market-share gains across their approved indications, especially in the popular inflammatory bowel disease (IBD) space, which includes two conditions \u2014 ulcerative colitis (UC) and Crohn's disease (CD). The strength of the immunology franchise also supported AbbVie's updated 2026 outlook. The company raised its Skyrizi sales forecast by $100 million to approximately $21.7 billion, citing momentum across psoriasis and IBD. Management also highlighted continued strong momentum for Rinvoq, particularly in gastroenterology, where global sales are expected to grow 30% in 2026. Combined, Skyrizi and Rinvoq are expected to deliver more than 20% growth in 2026. Strong immunology market growth, market-share gains and momentum from new indications are expected to drive these drugs' growth. Rinvoq was approved for two new indications \u2014 vitiligo and alopecia areata - in the EU last month, while applications are under FDA review in the United States. AbbVie expects a U.S. decision on vitiligo later this year and on alopecia areata in early 2027. It expects the two dermatology indications to generate nearly $2 billion in combined peak sales. Meanwhile, AbbVie is awaiting a U.S. regulatory decision on a subcutaneous induction regimen for Skyrizi in CD, expected in the fall. If approved, the regimen is expected to improve convenience and increase Skyrizi's share of new patients in IBD, although the larger commercial impact is likely to emerge in early 2027 as insurance and reimbursement arrangements ramp up. The strong performance of Skyrizi and Rinvoq is helping AbbVie offset continued erosion in its legacy drug Humira, whose sales declined 36.1% year over year to $756 million due to biosimilar competition. With both continuing to deliver double-digit growth and additional indications providing further runway, immunology remains one of AbbVie's most important contributors to growth. ABBV's Competition in the Immunology Space The targeted market is highly competitive. A key player in this field is Johnson & Johnson JNJ, which markets two blockbuster drugs \u2014 Stelara and Tremfya. These medications are approved across multiple immunology indications, including UC and CD. Since Stelara lost U.S. patent exclusivity last year, J&J has shifted its focus to Tremfya. It recently secured approval for a new immunology drug, Icotyde, to treat moderate-to-severe plaque psoriasis. While still in the early stages of launch, the drug poses a competitive threat to Skyrizi. Story Continues Another pharma giant expanding its presence in immunology is Eli Lilly LLY, following the FDA approval of Omvoh for the UC indication in 2023. Omvoh marked Eli Lilly's first immunology drug approved for a type of IBD in the United States, playing a key role in expanding its portfolio in this therapeutic area. The Eli Lilly drug is approved for the CD indication. ABBV Stock Performance, Valuation & Estimates Shares of AbbVie have underperformed the industry year to date, as seen in the chart below.Zacks Investment Research Image Source: Zacks Investment Research From a valuation standpoint, AbbVie is trading at a discount to the industry. Based on the price/earnings (P/E) ratio, the company's shares currently trade at 16.12 times forward earnings, lower than its industry's average of 18.53.Zacks Investment Research Image Source: Zacks Investment Research Movements in EPS estimates for 2026 and 2027 have been mixed over the past 30 days.Zacks Investment Research Image Source: Zac", "date_published": "2026-08-11T16:54:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "ABBV34", "LILY34", "JNJB34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "ABBV34", "name": "AbbVie Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/833a658d-9823-4022-a5f5-06b12953cffb/"}, {"symbol": "LILY34", "name": "Eli Lilly and Company", "sentiment_url": "https://sharemaestro.com/sentiment/8803d47b-8799-4595-a90b-e8cca2f22b2d/"}, {"symbol": "JNJB34", "name": "Johnson & Johnson", "sentiment_url": "https://sharemaestro.com/sentiment/62d37a00-90c8-41d9-83ff-8af28e27358a/"}]}}, {"id": "source:f61f3c578f57f6e201b10f2d4796ecfcd3abda2742be3399f748b9c3b925c8e5", "url": "https://finance.yahoo.com/healthcare/articles/bridgebio-q2-earnings-miss-revenues-164500986.html", "external_url": "https://finance.yahoo.com/healthcare/articles/bridgebio-q2-earnings-miss-revenues-164500986.html", "title": "BridgeBio Q2 Earnings Miss, Revenues Beat as Attruby Sales Surge", "content_text": "BridgeBio Pharma BBIO reported a second-quarter 2026 loss of 78 cents per share, wider than the Zacks Consensus Estimate of a loss of 64 cents. Despite the miss, the figure improved compared to the year-ago loss of 95 cents. Revenues surged 120% year over year to $243.7 million, beating the Zacks Consensus Estimate of $222.6 million. This growth was primarily driven by its sole marketed drug, Attruby. Year to date, BridgeBio's shares have gained 11% compared with the industry's 7% growth.Zacks Investment Research Image Source: Zacks Investment Research BBIO's Attruby Sales Drive the Top Line Attruby, which is approved for the treatment of adults with transthyretin amyloid cardiomyopathy (ATTR-CM), generated $222.4 million from product sales in the United States. The figure more than tripled from the $71.5 million recorded in the year-ago period. Per BridgeBio, Attruby continued to gain share among treatment-naive patients, which management views as the key long-term growth driver for the franchise. Meanwhile, the pool of patients switching from Pfizer's PFE Vyndaqel/Vyndamax, a key competing ATTR-CM therapy, has begun to normalize after elevated switching activity in prior quarters. Management expects continued first-line share gains to support sales growth going forward. Royalty revenues increased to $15.4 million from $1.6 million, primarily reflecting Attruby sales in the EU and Japan, where it is marketed as Beyonttra. License and services revenues fell 84% year over year to $5.8 million, as the prior-year period benefited from a $30 million regulatory milestone. BBIO's Costs Rise on Commercial Investments Research and development expenses increased 34% year over year to $149.4 million, reflecting continued investment in late-stage programs. Selling, general and administrative expenses climbed 44% to $186.3 million as the company supported Attruby commercialization and pre-commercial work for upcoming launches. As of June 30, 2026, cash, cash equivalents and marketable securities totaled $720.2 million, down from $940.2 million in the previous quarter. The figure excludes the $1 billion preferred equity financing that closed July 1, which lifted the company's cash balance to about $1.7 billion. BBIO Advances Third Program Toward Commercial Launch Alongside the earnings results, BridgeBio announced that it has submitted a regulatory filing with the FDA for oral infigratinib in achondroplasia. If approved, the company expects a commercial launch in mid-2027. This marks the third regulatory filing submitted to the FDA. BridgeBio already has two filings under review \u2014 BBP-418 for limb-girdle muscular dystrophy (LGMD) type 2I/R9 (LGMD2I/R9) and encaleret for autosomal dominant hypocalcemia type 1 (ADH1). A final decision on BBP-418 is expected by Nov. 27, 2026, and on encaleret by May 8, 2027. Story Continues Commercial and medical teams are being built across the programs. More than 2,200 ADH patients had been identified under the dedicated ICD-10 code through June 2026, with about 70 new diagnoses per month. BridgeBio Expands Late-Stage Pipeline Beyond ADH1, the company has begun screening patients in the phase III RECLAIM-HP study on encaleret for chronic hypoparathyroidism, a condition that affects roughly 200,000 patients across the United States and Europe. Top-line data from the study are expected in late 2027 or early 2028. Infigratinib development is also extending into hypochondroplasia, with a phase II update expected in the second half of 2026. BridgeBio also plans to advance a transthyretin depleter, with an investigational new drug (IND) filing targeted for next year. BBIO Zacks Rank BridgeBio currently carries a Zacks Rank #3 (Hold). BridgeBio Pharma, Inc. PriceBridgeBio Pharma, Inc. Price BridgeBio Pharma, Inc. price | BridgeBio Pharma, Inc. Quote Our Key Picks Among Biotech Stocks Some better-ranked stocks in the biotech sector are Harmony Biosciences HRMY and Liquidia Corporation LQDA, each currently sporting ", "date_published": "2026-08-11T16:45:00+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Market update", "PFIZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Provider-linked mention", "market_context": null, "companies": [{"symbol": "PFIZ34", "name": "Pfizer Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f7910404-738f-4806-a8bf-69fc836896cd/"}]}}, {"id": "source:b162a3ee95312dfce7ca83346d22de9e2a7795c2001d34406bc76251206153e4", "url": "https://finance.yahoo.com/healthcare/articles/pfizer-pfe-q2-2026-earnings-160001515.html", "external_url": "https://finance.yahoo.com/healthcare/articles/pfizer-pfe-q2-2026-earnings-160001515.html", "title": "Pfizer (PFE) Q2 2026 Earnings Call Transcript", "content_text": "Image source: The Motley Fool. DATE Tuesday, Aug. 4, 2026 at 11:00 a.m. ET CALL PARTICIPANTS Chairman and Chief Executive Officer - Albert Bourla Chief Financial Officer - David Denton Incoming Interim Chief Financial Officer and Executive Vice President - Cecile Guegan Chief Scientific Officer - Chris Boshoff Chief Investor Relations Officer and Senior Vice President - Francesca DeMartino Full Conference Call Transcript Operator: Good day, everyone, and welcome to Pfizer's Second Quarter 2026 Earnings Conference Call. Today's call is being recorded. At this time, I would like to turn the call", "date_published": "2026-08-11T16:00:01+00:00", "authors": [{"name": "finance.yahoo.com"}], "tags": ["Earnings", "PFIZ34"], "_sharemaestro": {"country": "Brazil", "coverage": "Main company", "market_context": null, "companies": [{"symbol": "PFIZ34", "name": "Pfizer Inc.", "sentiment_url": "https://sharemaestro.com/sentiment/f7910404-738f-4806-a8bf-69fc836896cd/"}]}}]}