Research ReportAMGN
Amgen (AMGN): Growth Drivers Offset Leverage Risk
Amgen is executing well as six growth drivers offset patent losses, but heavy leverage and a rich valuation keep the stock in Hold territory.
Sep 17, 202618 MIN
TickerSpark Feed
drug manufacturers general
Everything tagged "drug manufacturers general" across the TickerSpark archives.
Research ReportNVS
Novartis (NVS): Growth Drivers Offset Entresto Erosion
Novartis is navigating Entresto generic pressure with strong growth from Kisqali, Pluvicto, Leqvio, and Kesimpta. The stock looks durable, but valuation and near-term earnings pressure keep the stance at Hold.
Sep 1, 202622 MIN
Research ReportMRK
Merck & Co. (MRK): Pipeline Growth vs. Keytruda Risk
Merck is a high-quality pharma franchise with strong cash flow, but the stock is balancing new product growth against looming Keytruda exclusivity risk. The shares look fairly valued at current levels, supporting a Hold.
Aug 23, 202622 MIN
Research ReportLLY
Eli Lilly (LLY): Growth Power Meets Rich Valuation
Eli Lilly delivered 48% Q2 revenue growth and raised full-year guidance, but the stock already prices in a lot of that momentum. Hold reflects strong execution, a deep pipeline, and a premium valuation that limits upside.
Aug 21, 202620 MIN
Research ReportAZN
AstraZeneca (AZN): Oncology Momentum Drives a Buy Case
AstraZeneca’s oncology and respiratory franchises are offsetting legacy erosion, supporting a Buy rating despite leverage and trial risk. The stock looks reasonably valued with multiple late-stage catalysts still ahead.
Aug 18, 202621 MIN
Research ReportABBV
AbbVie (ABBV): Skyrizi and Rinvoq Drive the Transition
AbbVie is successfully replacing Humira with fast-growing immunology and neuroscience assets, supporting a Buy view despite heavy debt and a rich valuation. Skyrizi, Rinvoq, and neuroscience growth are offsetting legacy erosion and keeping earnings momentum intact.
Aug 11, 202619 MIN
Earnings AnalysisGILD
Gilead Sciences, Inc. (GILD) gains on deep earnings beat analysis
Gilead Sciences, Inc. (GILD) gains after a stronger-than-expected earnings report, but the real story is deeper than the headline beat. This analysis breaks down revenue momentum, HIV and Yeztugo growth, acquisition-related charges, and what the latest guidance means for the stock.
Aug 5, 20266 MIN
Research ReportGILD
Gilead Sciences (GILD): HIV Momentum Drives a Buy Case
Gilead’s HIV franchise is accelerating, with Yeztugo, Trodelvy, and a stronger pipeline offsetting pressure in Veklury and cell therapy. The stock looks attractive for moderate-risk investors with a medium-term horizon.
Aug 4, 202618 MIN
Earnings FlashGILD
Gilead Sciences, Inc. (GILD) gains on earnings beats
Gilead Sciences, Inc. (GILD) gains 2.6% after reporting earnings beats, as investors react positively to stronger-than-expected results and improved outlook.
Aug 4, 20262 MIN
Research ReportSNY
Sanofi (SNY): Dupixent Growth Supports a Hold
Sanofi combines strong Dupixent momentum, improving margins, and solid cash generation with a more leveraged balance sheet and a valuation that looks fair rather than cheap. The result is a patient Hold case for medium-term investors.
Aug 3, 202621 MIN
Research ReportGSK
GlaxoSmithKline PLC ADR (GSK): Specialty Medicines Drive Growth
GSK is leaning on specialty medicines, Shingrix, and a strong HIV franchise to offset declines in legacy categories. The stock looks fairly valued with modest upside, making it more of a steady Hold than a high-conviction buy.
Jul 31, 202618 MIN
Research ReportNVO
Novo Nordisk (NVO): Obesity Growth Meets Pricing Pressure
Novo Nordisk still pairs elite profitability with strong obesity growth, but U.S. pricing pressure is tempering the once-clean hypergrowth story. The Wegovy pill and broader cardiometabolic pipeline keep the long-term case intact.
Jul 20, 202620 MIN
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