Sharemaestro Newsreel

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 …

Levi & Korsinsky Notifies Shareholders of Merck & Co., Inc. (MRK) of a Class Action Lawsuit and an Upcoming Deadline

Levi & Korsinsky is notifying shareholders of Merck & Co., Inc. (MRK) about a class action lawsuit filed against the company. The lawsuit alleges securities fraud between February 3, 2022, and February 3, 2025, related to Merck's projected Gardasil revenue in China. Shareholders who …

Sanofi-backed Expedition uses $115M series B to advance COPD drug on phase 2 journey

Expedition Therapeutics, backed by Sanofi, has raised an oversubscribed $115 million in Series B financing to propel its lead DPP1 inhibitor, EXPD-101, through phase 2 trials for chronic obstructive pulmonary disease (COPD). This funding follows a $165 million Series A in October 2025 and …

Gilead Sciences Inc. stock underperforms Wednesday when compared to competitors

Gilead Sciences Inc. (GILD) stock fell 2.58% to $131.76 on Wednesday, underperforming compared to its competitors and ending a two-day winning streak. This occurred on a mixed trading day where the Dow Jones Industrial Average rose, but the S&P 500 Index declined.

Amgen (NASDAQ:AMGN) Stock Price Expected to Rise, TD Cowen Analyst Says

TD Cowen has raised its price target for Amgen (NASDAQ:AMGN) to $452 from $420, maintaining a "Buy" rating and suggesting an 11.3% upside. This comes after Amgen exceeded Q2 earnings expectations with EPS of $6.29 and revenue of $10.05 billion, driven by newer products, …

Arcus Biosciences (NYSE: RCUS) posts Q2 loss, ends Gilead options

Arcus Biosciences reported a Q2 2026 net loss of $91 million, or $0.72 per share, with total revenues of $41 million, a significant decrease from $160 million in Q2 2025 due to the absence of a large one-time payment from Gilead. Broad Gilead option …

AbbVie Plans to raise $8 billion to finance deal with Apogee Therapeutics

AbbVie Inc. plans to raise $8 billion through investment-grade bonds to fund its $10.9 billion acquisition of Apogee Therapeutics Inc. This strategic move aims to expand AbbVie's portfolio of anti-inflammatory drugs, particularly with Apogee's zumilokibart, a potential competitor to Sanofi's Dupixent. The acquisition reflects …

Sanofi suspends chronic lung disease phase 2 study, tied to ‘strategic business reasons’

Sanofi has halted a phase 2 trial for SAR445399, a monoclonal antibody for non-cystic fibrosis bronchiectasis, citing "strategic business reasons" following a company-wide portfolio review. This decision comes amidst a challenging period for Sanofi, marked by recent trial failures and the new CEO's efforts …

Lilly climbs, Novo falls as obesity drug battle intensifies

Eli Lilly's shares climbed while Novo Nordisk's dropped this week following their respective earnings reports, intensifying the battle for the lucrative GLP-1 obesity and diabetes treatment market. Novo Nordisk faced disappointment with its experimental CagriSema failing to match Lilly's tirzepatide in a trial and …

Novo Nordisk CEO Remains Open to Bolt-On Acquisitions, But Rules out Transformative Deals

Novo Nordisk's CEO, Mike Doustdar, has stated that while the company is open to "bolt-on" acquisitions, it will not pursue large transformative deals despite recent M&A discussions in the pharmaceutical industry. This comes as sales for their Wegovy weight-loss pill continue to surge, with …

Segall Bryant & Hamill LLC Purchases Shares of 18,792 Novartis AG $NVS

Segall Bryant & Hamill LLC acquired a new stake of 18,792 shares in Novartis AG (NVS) during the first quarter, valued at approximately $2.93 million. This purchase contributes to the 13.12% ownership of Novartis stock by institutional investors and hedge funds. Novartis recently reported …

What AbbVie’s Q2 Earnings Reveal About the Cost of the Apogee Deal

AbbVie's Q2 2026 earnings beat Street estimates across the board, with revenue reaching $16.99 billion and adjusted EPS at $3.65. However, the positive performance was partially offset by a $0.14 dilution from the pending Apogee Therapeutics acquisition, which reduced the full-year guidance upgrade. Despite …

National Advertising Division Finds Certain DUPIXENT Claims Supported; Recommends Sanofi Modify or Discontinue Other Claims

The National Advertising Division (NAD) reviewed claims made by Sanofi S.A. regarding its DUPIXENT treatment, following a challenge from Galderma Laboratories, L.P. NAD found several claims, including those about staying ahead of eczema and 90% clearer skin, to be supported. However, NAD recommended Sanofi …

Lilly reports second-quarter 2026 financial results, raises full-year guidance, and highlights continued growth and pipeline progress

Eli Lilly and Company reported strong second-quarter 2026 financial results, with revenue increasing 48% to $23.0 billion, driven primarily by Mounjaro and Zepbound. The company raised its full-year 2026 revenue guidance to $85.0 billion to $87.0 billion and updated its non-GAAP EPS guidance. Lilly …

Novo Nordisk not currently in a position to pursue large-scale M&A, CEO says

Novo Nordisk's CEO, Maziar Mike Doustdar, stated that the company is not currently in a position to pursue large-scale, transformative mergers and acquisitions, preferring bolt-on acquisitions to complement its internal R&D. This comes as Novo Nordisk faces mixed Q2 results, pipeline setbacks, and aims …

Eli Lilly and Company Stock Analysis: Q2 Earnings Beat Meets Intraday Reversal

Eli Lilly and Company reported strong Q2 2026 earnings, driven by GLP-1 products, and raised full-year guidance. Despite this positive fundamental news, the stock experienced a sharp intraday reversal, closing significantly lower after an initial spike, forming a rejection candle on the daily chart. …

Gilead Sciences Inc Stock (GILD) Moved Down by 3.96% on Aug 5: A Full Analysis

Gilead Sciences Inc (GILD) stock dropped by 3.96% on August 5th following a downward revision of its full-year earnings guidance. This decline is attributed to decelerating sales in its core HIV franchise, disappointing clinical trial results in oncology, and increased operational and research costs. …

Amgen Inc Stock (AMGN) Moved Up by 4.57% on Aug 5: Drivers Behind the Movement

Amgen Inc. (AMGN) saw its stock rise by 4.57% on August 5th, driven by a strong quarterly earnings report that surpassed expectations and increased full-year guidance. Positive clinical trial updates for its obesity drug MariTide also boosted investor confidence, with analysts raising price targets …

Gilead Sciences (GILD) Faces Fresh HIV Access Criticism From AIDS Healthcare Foundation

Pfizer Inc. 2026 Q2 - Results - Earnings Call Presentation (NYSE:PFE) 2026-08-04

This article provides access to the slide deck published by Pfizer Inc. in conjunction with their Q2 2026 earnings call. The report highlights that Pfizer's EPS of $0.77 beat expectations by $0.09, and revenue of $15.03 billion, up 2.60% year-over-year, beat by $645.82 million.

Senior Source Denies AstraZeneca and Bristol Myers Deal Talks : Report

A senior source has denied any ongoing or historical discussions between AstraZeneca and Bristol Myers Squibb regarding a potential merger, contradicting earlier speculation about a nearly $400 billion deal. The denial follows initial reports that caused AstraZeneca's shares to drop, with the subsequent denial …

No deal between AstraZeneca and BMS, senior source insists: Reuters

Reuters has reported that rumors of a merger between AstraZeneca and Bristol Myers Squibb are false, according to a senior source close to the matter. This news deflates widespread speculation about what could have been the largest pharmaceutical deal in history, valued at approximately …

Amgen Extends Obesity Trial, Sharpening Its Long-Term Weight-Loss Bet

Amgen Inc. announced an update on its Phase 3 MARITIME-1-EXTENSION study for its obesity drug, maridebart cafraglutide (AMG 133 or MariTide). The trial aims to assess the long-term efficacy and safety of the drug in helping obese or overweight individuals maintain weight loss and …

Eli Lilly and Co Stock (LLY) Moved Up by 6.32% on Aug 5: A Full Analysis

Eli Lilly and Co (LLY) stock rose by 6.32% on August 5th, driven by strong quarterly earnings that surpassed expectations and increased full-year financial guidance. The company's metabolic health portfolio performed exceptionally well, supported by expanding clinical applications for its drugs and improved manufacturing …

Amgen stock hits all-time high at 398.65 USD

Amgen Inc. stock has reached an all-time high of $398.65, currently trading at $403.13, giving the biotechnology giant a market capitalization of $210.5 billion. The surge reflects investor confidence following strong performance, with the stock price increasing by 37.01% over the past year and …