Pharma & Biotech

Eli Lilly vs Novo Nordisk
Both Pfizer and Merck delivered strong financial performances in Q3 2024, with Pfizer achieving 31% revenue growth driven by Paxlovid and Vyndaqel, while Merck saw 7% growth (excluding FX impacts) fueled by KEYTRUDA and animal health innovations.
Merck Pfizer
Both Pfizer and Merck delivered strong financial performances in Q3 2024, with Pfizer achieving 31% revenue growth driven by Paxlovid and Vyndaqel, while Merck saw 7% growth (excluding FX impacts) fueled by KEYTRUDA and animal health innovations.
Novo Nordisk
Novo Nordisk is a global healthcare leader, founded in 1923 and headquartered in Denmark, specializing in the treatment of chronic diseases like diabetes, obesity, and rare blood and endocrine disorders.
GE Healthcare
GE Healthcare Technologies Inc. is a leading provider of medical technology, pharmaceutical diagnostics, and digital solutions. The company offers integrated solutions, services, and data analytics to advance healthcare delivery and improve patient outcomes.
Medtronic
Medtronic (MDT) is investing heavily in diabetes to expand manufacturing and advance its technology pipeline, including a partnership with Abbott on an integrated sensor.
Agilent Technologies
In Q4, Agilent completed the acquisition of BioVectra, expanding its CDMO services to include peptide synthesis and gene editing therapies, enhancing its ability to support growing therapeutic needs.
Twist Bioscience
Twist has experienced strong growth in its SynBio and NGS product lines. The Express portfolio, launched last year, includes products like Clonal genes, DNA preps, and IgG proteins, attracting new customers and increasing market share. This has also helped improve marginsAstraZeneca has announced a significant $3.5 billion investment in the United States, focusing on manufacturing and research & development (R&D).  
Royalty Pharma Equity report
Royalty Pharma recently made three significant royalty transactions. The first involves acquiring a synthetic royalty on Niktimvo, an FDA – approved treatment for chronic graft-versus-host disease (GVHD).
Teva Pharmaceuticals
Teva and Sanofi have shared positive results from the Phase 2b RELIEVE UCCD study of duvakitug, a treatment for ulcerative colitis (UC) and Crohn’s disease (CD).
ADMA Biologics
ADMA sees ASCENIV as a potential billion-dollar product with significant growth opportunities through the 2030s.
Zoetis
Zoetis has seen strong growth from Librela, a treatment for canine osteoarthritis, which has treated 1 million dogs in the U.S. and generated $55 million in quarterly sales.
CVS Health Corporation
CVS launched Simple Pay, a service for commercial customers that makes pricing clearer before visits or treatments