Sharemaestro Newsreel

Sanofi drug pipeline worries, Dupixent dependence shake shares

Sanofi's shares dropped 8% despite raising its full-year sales forecast due to strong Dupixent demand, as investors were concerned about pipeline cuts and the company's reliance on the blockbuster drug. The drugmaker scrapped the development of two treatments and announced a strategic review of …

Johnson & Johnson Completes Acquisition of Firefly Bio, Inc. to Advance Next-Generation Oncology Innovation

Johnson & Johnson has announced the successful acquisition of Firefly Bio, Inc. for $1 billion in cash, integrating the proprietary Firelink™ degrader antibody conjugate (DAC) platform into its oncology portfolio. This acquisition aims to enhance J&J's capabilities in developing targeted therapies for hard-to-treat solid …

Gilead Sciences (GILD) Following Trodelvy Progress And A Fair Value Debate

Gilead Sciences (GILD) is in focus after European regulators gave a positive opinion on expanding Trodelvy's use for certain advanced triple-negative breast cancer patients. While the stock has seen strong recent performance, a popular narrative suggests it is 3.4% overvalued at $132.73 compared to …

Amgen (AMGN) Wins Backing In Europe For Broader Repatha Use

Amgen's Repatha has received positive backing from the European Medicines Agency's CHMP for an expanded indication to reduce cardiovascular risk in high-risk adult patients without a prior heart attack or stroke. This recommendation is based on strong Phase 3 clinical data. The decision could …

Biogen lifts revenue outlook as Apellis deal delivers early wins

Biogen has raised its full-year revenue forecast for 2026, driven by stronger-than-expected sales of its multiple sclerosis drug, Tysabri, and its newly acquired eye drug, Izervay, from the Apellis deal. The company anticipates a substantial contribution from Izervay, projecting its sales to reach $80 …

How Investors May Respond To Gilead Sciences (GILD) EMA Backing Trodelvy Plus Keytruda In First-Line TNBC

The European Medicines Agency's committee has adopted a positive opinion backing Gilead Sciences' Trodelvy in combination with Merck's Keytruda as a first-line treatment for certain adults with advanced triple-negative breast cancer. This recommendation, based on strong Phase 3 data, strengthens Gilead's oncology narrative, with …

What To Expect From AbbVie’s (ABBV) Q2 Earnings

AbbVie (ABBV) is set to announce its Q2 earnings this Friday. The company previously beat revenue expectations but missed EPS estimates. Analysts anticipate an 8.8% year-on-year revenue growth for Q2, and investor sentiment in the biotechnology sector has been positive, with AbbVie's stock up …

J&J lowers 2026 profit forecast on deal costs, sees further hit in 2027

Johnson & Johnson has revised down its 2026 profit forecast due to the financial impact of its acquisition of Firefly Bio and a strategic partnership with Sail Biomedicines. These deals are expected to reduce 2026 adjusted earnings per share by approximately $0.64 and impact …

Johnson & Johnson Comes to Strategic Agreement with Sail Biomedicines

Johnson & Johnson has entered a strategic agreement with Sail Biomedicines to advance its immune-mediated disease program and expand Sail's in vivo CAR-T platform. The agreement includes an equity investment from J&J, an exclusive option to acquire Sail for $2.58 billion, and initial payments …

EU Approves Pfizer, BioNTech XFG COVID-19 Vaccine

The European Commission has granted marketing authorization for Pfizer and BioNTech's 2026-2027 COVID-19 vaccine, targeting the XFG variant, for individuals aged 6 months and older. This approval follows the EMA's recommendation to update vaccines to better protect against the XFG variant of the JN.1 …

Sanofi halts amlitelimab trials, preps Q2 2026 earnings amid AI drug discovery push

Sanofi is preparing to report its Q2 2026 earnings, with expected EPS of $1.10 and revenue of $12.41 billion. The company has ceased clinical development of amlitelimab for atopic dermatitis, indicating a shift in its drug pipeline. Sanofi is also intensifying its focus on …

AMARIN CORP PLC/UK Q2 2026: Revenue $42.2M — 10-Q Summary

AMARIN CORP PLC/UK reported Q2 2026 revenue of $42.2M, a significant decrease from $72.7M in the prior year, primarily due to lower licensing and royalty receipts post a prior-year upfront payment. Despite a decline in overall revenue, U.S. product revenue saw modest growth due …

Merck & Co. Inc. stock underperforms Wednesday when compared to competitors

Merck & Co. Inc. (MRK) stock fell by 1.11% on Wednesday, closing at $130.36, underperforming a broadly negative market where the S&P 500 Index and Dow Jones Industrial Average also saw significant declines. The company's stock ended the day 3.47% below its 52-week high …

Ahead of Earnings, Is Eli Lilly Stock a Buy, a Sell, or Fairly Valued?

Eli Lilly is set to release its Q2 2026 earnings on August 5th. Morningstar has a fair value estimate of $900.00 for LLY, rating it as moderately overvalued with a High Uncertainty Rating due to variable outcomes for key drug launches. Analysts will be …

Biogen Inc (BIIB) Q2 2026 Earnings Call Highlights: Strong Growth in Core Pharmaceuticals and Promising Pipeline Developments

Biogen Inc. reported a 3% year-over-year revenue increase in Q2 2026, reaching $2.7 billion, driven by strong performance in its core pharmaceuticals and growth portfolio, which includes SPINRAZA, LEQEMBI, and SKYCLARYS. Despite market challenges and increased operating expenses from acquisitions and pipeline investments, the …

EU Authorizes Pfizer-BioNTech COVID Vaccine for Ages 6 Months+

The European Commission has granted marketing authorization for Pfizer and BioNTech's 2026-2027 monovalent XFG-adapted COVID-19 vaccine for individuals aged 6 months and older. This authorization, valid across 30 European countries, follows recommendations to target the XFG variant and is supported by data showing strong …

Pfizer (PFE) Wins EU Approval For Updated COVID Vaccine Ahead Of 2026 Season

Pfizer has received European Commission marketing authorization for its updated XFG-adapted COVID-19 vaccine for the 2026-2027 season, covering individuals aged 6 months and older across all EU member states. This approval reinforces Pfizer's ongoing role in the COVID-19 vaccine market and provides clarity for …

Amarin (NASDAQ: AMRN) cuts Q2 2026 costs as cash rises to $314.6M

Amarin Corporation Plc reported significantly reduced operating expenses in Q2 2026 following the completion of a $70 million annual cost-savings program and restructuring initiatives. Despite a decline in total net revenue due to the absence of a prior-year licensing payment, the company narrowed its …

Biogen Inc (BIIB) approaches results with a one-month pullback in focus

The neurology-focused biotech reports July 29, with expectations modest and recent price action softer despite a still-positive three-month tape.

AbbVie, Inc. CDR (CAD Hedged) Revenue Breakdown – NEO:ABBV

This article provides a revenue breakdown for AbbVie, Inc. CDR (CAD Hedged) under the ticker NEO:ABBV, sourced from TradingView. It highlights that the United States was the primary contributor to AbbVie's revenue, bringing in 65.12 billion CAD last year and 58.95 billion CAD the …

AbbVie, Inc. Shs Unsponsored Brazilian Depository Receipt Repr 0.0625 Sh Revenue Breakdown – BMFBOVESPA:ABBV34 – TradingView

This article provides a revenue breakdown for AbbVie, Inc. Brazilian Depository Receipts (ABBV34) traded on the BMFBOVESPA, highlighting that the United States is the largest contributor to its revenue. The financial data indicates significant revenue in BRL during the last two years.

The Real Price of AbbVie Stock Is Cheaper Than You Think

AbbVie (ABBV) stock appears expensive at first glance with a high price-to-earnings multiple, but a deeper analysis reveals it's cheaper than it seems. When factoring in expected earnings by 2027, the stock's valuation drops significantly due to anticipated growth. This "forward discount" is driven …

Eli Lilly’s 24% quarter leaves volume and pressure with the next burden of proof

LLY remains close to its 52-week high with an active weekly Trend Signal, but lighter participation and cooling Market Dynamics make the setup more balanced than the price chart alone suggests.

Eli Lilly (LLY) Earnings Expected to Grow: Should You Buy?

Merck sits half a percent from its 52-week high as drugmaker peers slip and volume lags

MRK added 2.8% in the latest week and remains in an active weekly Trend Signal, but participation was only 0.8x its 13-week average as the stock trades well above Fair Value.

Is Biogen (BIIB) Undervalued Following Its Q2 2026 Earnings?

Biogen (BIIB) has reported its Q2 2026 earnings, leading analysts to assess its valuation. Despite recent share price gains, the company is seen as 9.7% undervalued, with a fair value of $227.59 compared to its current price of $205.61, largely due to the potential …

Pfizer Stock Ahead of Q2 Earnings: To Buy or Not to Buy?

Pfizer (PFE) is preparing to report its Q2 2026 earnings, with analysts expecting $14.45 billion in sales and 68 cents per share in earnings. The company has a solid earnings surprise history and a positive Earnings ESP, suggesting a likely beat. While Pfizer faces …

Earnings roundup: Biogen’s ‘resiliency,’ AstraZeneca’s growth pitch and GSK’s oncology push

This article provides an earnings roundup for Biogen, AstraZeneca, and GSK. Biogen demonstrated "resiliency" with better-than-expected revenue and product sales, though full-year guidance was lowered due to acquisition costs. AstraZeneca is pitching an ambitious growth plan to hit $80 billion in sales by 2030, …

Biogen's Q2 Earnings Beat, New Drugs Drive Sales, 2026 Guidance Raised

Biogen (BIIB) reported strong Q2 2026 results, beating earnings and revenue estimates due to robust sales from new drugs like Skyclarys, Qalsody, and Zurzuvae, as well as contributions from recently acquired Empaveli and Syfovre. Despite a decline in legacy multiple sclerosis drug sales, the …

Biogen flips '26 guidance from expected decline to sales increase

Biogen has revised its 2026 revenue guidance from an expected mid-single-digit decline to an increase, largely due to strong performance from newer drugs and the acquisition of Apellis Pharmaceuticals. CEO Chris Viehbacher stated the company is positioned for long-term growth as these new products …

Gilead to Report Q2 Earnings: How Should You Play the Stock Now?

Gilead Sciences is set to report its second-quarter earnings on August 4th, with analysts forecasting $7.37 billion in sales and a $7.07 loss per share. While the company's HIV franchise, led by Biktarvy and Yeztugo, continues to drive strong growth and is poised for …

Transcript : Biogen Inc., Q2 2026 Earnings Call, Jul 29, 2026

This article provides details about Biogen Inc.'s Q2 2026 earnings call transcript and related news. It includes information on their financial results for the second quarter and six months ended June 30, 2026, highlighting a non-GAAP earnings fall despite rising revenue. The company also …

FOXO Subsidiary Vector BioSource to Acquire Four Grifols Blood Collection Centers

FOXO Technologies Inc., through its subsidiary Vector BioSource Inc., is acquiring four U.S. blood collection centers from Grifols Bio Supplies, Inc. This acquisition aims to vertically integrate Vector’s biospecimen sourcing operations, reducing reliance on third-party suppliers and expanding its service capabilities to biotechnology, pharmaceutical, …

BMS and Gilead rule in the CAR-T space. Off-the-shelf developers aren’t trying to change that.

Off-the-shelf CAR-T therapies are emerging as a potential alternative to autologous treatments, with companies like Caribou Biosciences positioning their drugs to fill market gaps rather than directly compete with established treatments from Gilead and Bristol Myers Squibb. Caribou's vispa-cel, for instance, showed promising progression-free …

Biogen (BIIB) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Biogen (BIIB) reported Q2 2026 revenue of $2.74 billion, exceeding the Zacks Consensus Estimate by 9.4%, and an EPS of $3.60, beating estimates by 18.42%. The article details Biogen's performance across various key metrics, including product revenues for rare diseases, multiple sclerosis, and biosimilars, …

POSITIVE CHMP OPINION SUPPORTS BROADER USE OF AMGEN'S REPATHA® BEFORE A FIRST HEART ATTACK OR STROKE

Amgen has announced that the CHMP of the European Medicines Agency has given a positive opinion for the expanded use of Repatha (evolocumab). This recommendation allows Repatha to be used for adults with established or high risk for atherosclerotic cardiovascular disease to reduce cardiovascular …