Pharmaceutical giant Eli Lilly and Company (NYSE:LLY) is gearing up for a stellar third quarter of 2025, with analysts projecting massive earnings per share (EPS) and revenue growth. The optimistic forecasts are largely fueled by the unprecedented success of its incretin-based medications, Mounjaro and Zepbound, which have become dominant
The pharmaceutical industry is witnessing an unprecedented showdown as Eli Lilly (NYSE: LLY) rapidly encroaches upon Novo Nordisk's (NYSE: NVO) long-held lead in the burgeoning GLP-1 (glucagon-like peptide-1) market. This fierce competition, fueled by blockbuster drugs for diabetes and weight loss, is not merely a corporate rivalry; it's a pivotal
Eli Lilly and Company (NYSE: LLY) is making significant waves in the oncology landscape with a series of major announcements concerning two of its innovative cancer therapies: Olomorasib and Jaypirca (pirtobrutinib). Olomorasib recently secured a coveted Breakthrough Therapy Designation (BTD) from the U.S. Food and Drug Administration (FDA) for
European Medicines Agency's panel recommends expanding Amgen's Uplizna to treat IgG4-related disease, with trial data showing reduced flares and higher remission rates.
The global anti-obesity drug market is experiencing an unprecedented surge, driven by groundbreaking advancements in pharmacotherapy, particularly the advent of highly effective GLP-1 receptor agonists. These revolutionary medications, capable of achieving significant weight loss, are not only transforming the treatment landscape for millions but also igniting a fierce battle among
The healthcare industry is currently experiencing a transformative "golden age," a period marked by an unprecedented surge in scientific breakthroughs and technological advancements. This era is fundamentally altering the landscape of medical treatment and diagnostics, promising a future of more personalized, precise, and preventive medicine. At the forefront of this
Generating cash is essential for any business, but not all cash-rich companies are great investments.
Some produce plenty of cash but fail to allocate it effectively, leading to missed opportunities.
Amgen and Kyowa Kirin report positive interim results for rocatinlimab, showing long-term safety and sustained efficacy in moderate to severe atopic dermatitis patients.
William Blair notes OX40 antibodies rocatinlimab and amlitelimab trail Dupixent in efficacy, with dosing and side effects shaping their market potential.
Amgen and Zai Lab's Phase 3 trial of bemarituzumab in gastric cancer showed a weaker survival benefit, shifting focus to the upcoming FORTITUDE-102 results.
While profitability is essential, it doesn’t guarantee long-term success.
Some companies that rest on their margins will lose ground as competition intensifies - as Jeff Bezos said, "Your margin is my opportunity".
Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors.
However, their sheer size makes it more challenging to maintain high growth rates as they’ve already captured significant portions of their markets.
BeOne Medicines will sell global Imdelltra royalties to Royalty Pharma for up to $950 million while retaining rights to other oncology programs with Amgen.
