Sharemaestro Newsreel

The Manufacturers Life Insurance Company Sells 24,216 Shares of Novartis AG $NVS

The Manufacturers Life Insurance Company reduced its stake in Novartis AG by 39.4% in the first quarter, selling 24,216 shares and retaining 37,202 shares valued at $5.68 million. Despite this, other major institutions like Morgan Stanley and Fisher Asset Management increased their holdings, with …

Gilead Sciences: A Strong Quarter Hidden Behind A Bottom-Line Loss (NASDAQ:GILD)

FMR LLC discloses 12.4% Biogen Inc (BIIB) stake totaling 18.29M shares

FMR LLC and Abigail P. Johnson have reported a beneficial ownership of 18,294,523.51 shares of Biogen Inc. (BIIB) common stock, which represents a 12.4% stake in the company. FMR LLC holds sole voting power over 16,623,432.57 shares and sole dispositive power over all 18.29 …

AbbVie Inc. (ABBV) Stock forecasts

Argus Research has raised its target price for AbbVie Inc. (ABBV) to $270, noting the company's status as a research-based biopharmaceutical firm spun off from Abbott Laboratories. AbbVie is a component of the S&P 500, with its shares currently trading at $244.93. The report …

Amgen separates from weak drugmaker group, but 31% fair-value gap raises the bar

AMGN added 2.4% in the week to 31 July and sits only 3.2% below its 52-week high, with the Trend Signal active but volume confirmation still modest.

Eli Lilly Surpasses Wall Street Estimates on Injectable GLP-1 Drugs

Eli Lilly exceeded Wall Street's second-quarter revenue estimates due to the strong performance of its injectable GLP-1 drugs, Mounjaro and Zepbound, leading to a raised full-year revenue forecast. Injectables continue to dominate new patient starts for obesity treatment, even as oral options become available, …

Novavax tops forecasts and raises revenue outlook as Sanofi collaboration progresses

Novavax (NVAX) exceeded second-quarter earnings and revenue expectations and raised its full-year 2026 revenue guidance. This positive outlook is supported by continued progress in its collaboration with Sanofi, including advanced discussions for a Phase 3 trial of a combined COVID-19 and influenza vaccine, which …

Biogen Inc. completed the acquisition of RayThera, Inc. from Foresite Capital Management, LLC, OrbiMed Advisors LLC, TTM Capital and others.

Biogen Inc. has completed the acquisition of RayThera, Inc. for a total consideration of $1 billion. The deal includes an upfront cash payment of $225 million and an additional $775 million contingent on future clinical and regulatory milestones. This acquisition, which excludes certain preclinical …

MIRA's obesity candidate shows rapid absorption in 7-day dog study

MIRA Pharmaceuticals reported positive toxicokinetic results from a 7-day repeated-dose study of its obesity candidate, SKNY-1, in Beagle dogs. The study showed rapid absorption, dose-dependent systemic exposure, and systemic accumulation, which de-risks dose selection for planned GLP toxicology studies. These findings support the advancement …

Novo Nordisk wins Netherlands GLP-1 compounding lawsuit

Novo Nordisk has won a lawsuit in the Netherlands against Ceban Ziekenhuisfarmacie, a compounding pharmacy that was distributing a nasal spray formulation of semaglutide called Semanova. The court ruled that Ceban infringed on Novo Nordisk's supplementary protection certificate (SPC) for semaglutide, which protects Ozempic, …

Merck bid to expand label for RSV shot under FDA review (MRK)

Merck announced that the FDA has accepted its marketing application to expand the U.S. label for Enflonsia, its RSV antibody therapy. The treatment aims to protect infants from the respiratory syncytial virus. The prophylactic treatment had been previously approved by the FDA.

Weight loss drug Wegovy made Novo Nordisk Europe’s most valuable company. Finding its next blockbuster drug is proving difficult

Novo Nordisk, the pharmaceutical giant behind Wegovy, has faced challenges in diversifying its drug portfolio despite its immense success in the weight-loss market. The company recently experienced a setback with its cardiovascular drug ziltivekimab failing phase III trials, causing a 10% drop in its …

Sanofi pauses mid-stage lung study amid new CEO’s ‘rigorous portfolio prioritization’

Sanofi has paused a Phase 2 study for an investigational antibody, SAR445399, in non-cystic fibrosis bronchiectasis as part of new CEO Belén Garijo’s "rigorous portfolio prioritization" process. This decision is based on strategic business reasons rather than the asset's safety or efficacy. The company …

Sanofi asked to change Dupixent ads after Galderma challenge

Sanofi has been asked by the National Advertising Division (NAD) to alter or remove specific advertising claims for its drug Dupixent, following a challenge by Galderma. This development is part of an ongoing advertising dispute between the two pharmaceutical companies, which are competing for …

Biogen Inc (BIIB) Director Lloyd Minor Sells 1,186 Shares

Biogen Inc. Director Lloyd Minor sold 1,186 shares of the company's stock on August 4, 2026, bringing his direct ownership to 2,689 shares. This sale aligns with a broader trend of insider selling at Biogen, with 4 insider sells versus 1 insider buy over …

Antipodes Exited Sanofi (SNY) After Repeated Pipeline Setbacks

Antipodes Partners' Global Value Strategy exited its position in Sanofi (SNY) due to repeated pipeline disappointments and concerns about the company's ability to manage the Dupixent loss of exclusivity. The firm noted that any R&D turnaround for Sanofi would likely be a multi-year effort …

Analysts Offer Insights on Healthcare Companies: Pfizer (PFE), Ultragenyx Pharmaceutical (RARE) and Allogene Therapeutics (ALLO)

This article provides analyst ratings and price targets for three healthcare companies: Pfizer (PFE), Ultragenyx Pharmaceutical (RARE), and Allogene Therapeutics (ALLO). Citi analyst Geoff Meacham maintained a Hold rating on Pfizer, while Citi analyst Yigal Nochomovitz maintained a Buy rating on Ultragenyx Pharmaceutical. William …

Lilly deal lifts Foghorn Therapeutics (Nasdaq: FHTX) Q2 2026 revenue and cuts loss

Foghorn Therapeutics (FHTX) reported significantly narrowed net losses and increased collaboration revenue in Q2 2026, primarily due to a $14.2 million cumulative catch-up adjustment from its Eli Lilly collaboration. The company's net loss decreased to $7.2 million from $17.9 million year-over-year, and revenue rose …

Nasdaq Falls Over 100 Points; Eli Lilly Shares Gain On Upbeat Earnings

U.S. stocks showed mixed performance, with the Nasdaq Composite falling over 100 points, while Eli Lilly shares surged by over 5% due to better-than-expected second-quarter earnings and sales. Other companies like Digital Turbine and Bloomin' Brands also saw significant gains after reporting strong financial …

Deal or No Deal, AstraZeneca Stock Is a Bargain

AstraZeneca's stock has become a potential bargain after recent investor concerns over a rumored megamerger with Bristol-Myers Squibb. Despite CEO Pascal Soriot's reputation for fostering growth through internal R&D and smaller, targeted acquisitions, the company's shares are down over 10% for the year and …

Trilogy Capital Inc. Has $302,000 Stock Holdings in Amgen Inc. $AMGN

Trilogy Capital Inc. significantly reduced its stake in Amgen Inc. by 91.8% in the second quarter, now holding 833 shares valued at approximately $302,000. Despite this, Amgen exceeded second-quarter expectations with adjusted earnings of $6.29 per share and revenue of $10.05 billion, and announced …

Wells Fargo Adjusts PT on Eli Lilly and Co. to $1,330 From $1,280, Maintains Overweight Rating

Wells Fargo has increased its price target for Eli Lilly and Co. to $1,330 from $1,280, while maintaining an Overweight rating on the stock. This adjustment reflects a positive outlook on the pharmaceutical company. The article also notes similar price target adjustments from other …

Bristol-Myers Squibb’s Q2 Earnings Call: Our Top 5 Analyst Questions

Beyond the Megamerger: How Rumored AstraZeneca–BMS Discussions Signal a New Era of Pharmaceutical Competition

Rumors of a potential AstraZeneca-Bristol Myers Squibb merger, despite being disputed, highlight a fundamental shift in pharmaceutical competition. The article suggests that future success in the industry will depend not just on scientific innovation, but on integrated capabilities including AI, resilient manufacturing, and diversified …

Amgen (AMGN) Stock Jumps As Raised Guidance Meets Mounting Risks

Amgen's stock jumped by 5% after its Q2 2026 earnings report, with revenue exceeding US$10 billion and basic EPS above US$4, leading to lifted full-year guidance. While new drugs and biosimilars are driving growth, the company faces significant risks including regulatory issues, product concentration, …

Bristol Myers Squibb (BMY) Stock Looks Reasonable Below Fair Value

Pfizer (PFE) Stock Trades At A Premium Despite Its 27% Five Year Fall

AbbVie Inc. $ABBV Position Raised by GAMMA Investing LLC

GAMMA Investing LLC increased its holdings in AbbVie Inc. (ABBV) by 8.2% in the second quarter, bringing its total to 68,002 shares valued at $17.1 million. This increase reflects broader institutional confidence, with hedge funds and institutions collectively owning 70.23% of ABBV stock. The …

Amgen Inc (AMGN) (Q2 2026) Earnings Call Highlights: Revenue Surges Past $10 Billion, Guidance ...

Amgen Inc. reported strong Q2 2026 earnings with total revenues exceeding $10 billion, a 10% year-over-year increase, driven by double-digit sales growth in 22 products and significant contributions from key growth drivers like Repatha, EVENITY, and TEZSPIRE. The company also raised its 2026 revenue …

CPI | AstraZeneca, Bristol Myers Dismiss Merger Talk Speculation

AstraZeneca Plc and Bristol Myers Squibb Co. have dismissed speculation regarding a potential merger, stating they are not engaged in such discussions. This clarification came after an earlier report by the Financial Times suggested talks were underway for a $400 billion deal, which caused …

Pfizer (PFE) Could Be 12% Undervalued Following Raised 2026 Revenue Guidance

Eli Lilly: what the pharmaceutical company does and makes

Eli Lilly, founded in 1876, is a leading global pharmaceutical company headquartered in Indianapolis, known for its significant contributions to diabetes and obesity treatment. The company pioneered mass-produced insulin and now dominates the weight loss drug market with medications like Mounjaro and Zepbound, competing …

AbbVie Inc. Stock 12‑Month Price Target Raised to $275.44, Implies 13% Upside

AbbVie Inc.'s stock 12-month average price target has been increased to $275.44 by 25 analysts, up from $274.04. This new target suggests a potential 13% upside based on the Aug. 4 closing price. The consensus rating from 32 analysts remains "Buy," with 24 Buy …

A Look at Amgen Inc (AMGN) After 4.6% Gain -- GF Value $353.96 v

Amgen Inc. (AMGN) shares recently rose 4.6% to $407.83, significantly above its GF Value™ of $353.96, indicating the stock is 15.2% overvalued. Despite a strong GF Score™ of 80/100, driven by high profitability and growth, its low momentum and financial strength rankings, alongside a …

Q1 2025 Amarin Corporation PLC Earnings Call Transcript

Amarin Corporation PLC's Q1 2025 earnings call transcript reveals mixed results. The company achieved significant progress in extending European IP protection, expanding global presence for VESCEPA, and maintaining a debt-free balance sheet. However, total net revenue and U.S. product revenue declined due to generic …

Eli Lilly's Dominant Cardiometabolic Portfolio and Pipeline Support a Wide Moat

Eli Lilly's strong cardiometabolic portfolio and pipeline, alongside its innovative culture and significant financial commitment to drug development, are key drivers of its industry-leading growth potential. The company is launching several new blockbusters, and patent losses are becoming less of an issue, bolstering its …