Showing 1–12 of 213 resultsSorted by latest
Pharma & Biotech
Amgen Inc Q4FY25 -A broad, volume driven portfolio across general medicine, inflammation, oncology, and rare disease is delivering healthy 10% top line growth, with 13% volume growth and 18 products at record sales, which supports resilience through individual product cycles.
Royalty Pharma plc Q3FY25 -Royalty Pharma’s portfolio includes 17 development-stage therapies representing sales exceeding $36bn and peak royalties exceeding $2bn.
Gilead Science Inc Q4FY25 -he HIV franchise and long acting prevention pipeline are delivering high single digit underlying growth with extended exclusivity, yet this strength is partly neutralised by structural cell therapy and oncology execution risks, rising US policy headwinds and Veklury erosion. The Arcellx acquisition and Livdelzi or Trodelvy expansion create meaningful medium term upside, but given guidance for only mid single digit base business growth and ongoing earnings volatility from IPR&D and policy changes, risk and reward appear broadly balanced.
Regeneron Pharmaceuticals Inc Q4FY25 -Regeneron offers a compelling long duration growth profile anchored by a highly durable, high margin Dupixent franchise, an increasingly material oncology and heme-onc platform, and a broad late stage pipeline that is well funded by a net cash balance sheet and strong free cash flow.
Johnson & Johnson’s innovative Medicine segment crossed $60bn in full-year 2025 revenue for the first time, driven by Oncology and Neuroscience.
Roche Holding AG Q4FY25 – Roche continues to benefit from a resilient commercial portfolio supported by key growth products such as Vabysmo, Ocrevus, and Xolair, which are helping offset the ongoing erosion of legacy oncology assets facing biosimilar competition.
Baxter International Inc Q3FY25 -Baxter Q3FY25 highlights a resilient portfolio with pockets of strong growth, but tempered by infusion weakness, softer guidance and execution risk around Novum IQ.
Gilead’s oncology franchise delivered a mixed Q3FY25, underscoring its transition phase ahead of key pipeline catalysts. Segment sales of $788mn were broadly flat YoY, with solid tumour momentum offset by ongoing weakness in cell therapy. Trodelvy remained the growth engine, posting $357mn
AZN’s this quarter result highlighted one of its strongest periods of pipeline execution.
Waters’ end-market and geographic profile offers both visibility and exposure.
Eli Lilly delivered another quarter of outsized revenue growth, with topline expanding 54% YoY to $17.6bn, driven almost entirely by surging demand for incretin-based therapies. However, beneath the headline acceleration, pricing dynamics remain a concern.
Novo Nordisk operates in a structurally attractive but increasingly contested market.