JNJ's diversified portfolio and pipeline strength offer an edge over MRK as both face patent expiration challenges.

U.S. pharma companies are busy making deals with China, no matter the rhetoric.

PFE aims to break into the obesity market with berobenatide, a potential monthly treatment designed to compete with leading GLP-1 therapies.

BMRN's $490M Alesta deal adds ALE1, a potential oral HPP therapy, broadening its rare bone disease portfolio and clinical pipeline.

AstraZeneca (LSE:AZN) reports positive late-stage results for TAGRISSO plus savolitinib in the SAFFRON Phase III trial in difficult-to-treat NSCLC. ENHERTU meets key goals in the DESTINY-Lung04 Phase III trial with survival benefits in NSCLC patient groups with limited options. The company discontinues development of lung cancer candidate volrustomig after trial results show a lack of efficacy. These moves highlight how fast lung cancer treatment and related technologies are changing, so it...

Pharmaceutical chiefs are always hunting for drugs to replace expiring blockbusters. But shopping while hungry can lead to expensive mistakes.

AstraZeneca stock is down over the year to date but has still returned 53.6% over the past 5 years, while the latest valuation work suggests the current share price may sit well below an intrinsic value estimate. Both the Discounted Cash Flow (DCF) model and the market multiple checks indicate AstraZeneca appears undervalued at recent levels. A 53.6% gain over 5 years indicates AstraZeneca has already created substantial shareholder value, so any current discount matters for long term...

AstraZeneca halts a phase III NSCLC study for volrustomig after data show that the regimen is unlikely to meet key survival goals, while other lung cancer trials shine.

European equities traded in the US as American depositary receipts were trending lower in late Tuesd

Kailera Therapeutics raised one of the biggest obesity biotech IPOs in recent memory, then watched its stock drop nearly 30%. Now several of the world's largest drugmakers have a compelling reason to make a move before pivotal trial data arrives.

AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) has retained a 'buy' rating from Citi following a mixed set of pipeline updates, with the broker saying its underlying investment thesis remains unchanged and that the drugmaker continues to offer the strongest growth and pipeline profile in the...

A combination of AstraZeneca's Tagrisso and Hutchmed's Orpathys extended survival for some lung cancer patients. Elsewhere, MapLight started seeking a partner for its autism drug.

Positive results elsewhere helped investors look past another pipeline failure.

Find insights on Sandoz’s deal with Henlius, AstraZeneca and more in the latest Market Talks covering the health care sector.

Hutchmed (China) Ltd (AIM:HCM, NASDAQ:HCM, HKG:0013, FRA:H7T2) shares rose 4% to 192p after the biopharmaceutical company reported positive top-line results from a late-stage global trial of its lung cancer drug savolitinib. The Phase III SAFFRON study tested savolitinib, sold as Orpathys, in...

The drugmaker stopped a late-stage volrustomig trial after interim data showed it was unlikely to beat Keytruda plus chemotherapy.

The FTSE 100 firm stopped a stage volrustomig drug trial a month after halting a trial for a new heart disease treatment.

The decision was based on the recommendation of the Independent Data Monitoring Committee, which said volrustomig plus chemotherapy was unlikely to reach primary endpoints.

AstraZeneca PLC (LSE:AZN, NASDAQ:AZN) has reported positive results from a late-stage trial of a two-drug combination for a hard-to-treat form of lung cancer, potentially opening the way to approval around the world. The study tested the company's established lung cancer pill Tagrisso...

Companies try to get deals done while regulators allow them. But are buyouts always a good idea?

Bristol Myers Squibb (BMY) is back in focus after the FDA granted accelerated approval for ZENBEXUS in a multiple myeloma combination regimen, introducing the first approved CELMoD therapy in this disease setting. See our latest analysis for Bristol-Myers Squibb. The ZENBEXUS approval lands at a time when Bristol-Myers Squibb’s momentum has picked up, with the share price at US$64.65 and a 30 day share price return of 13.52%. That builds on a 20.93% year to date share price return and a...

There's a good reason why AstraZeneca tanked when merger rumors hit the Street.

In the life sciences sector, capital allocation often tells a clearer story than pure drug discovery. While pharmaceutical giants spend billions to develop and commercialize late-stage therapies, specialized royalty acquirers deploy targeted capital to harvest the long-term cash flows generated by those same drugs. A prime example unfolded when Royalty Pharma plc (NASDAQ:RPRX) acquired a […]

MRK's Keytruda remains a key growth engine in 2026, but patent loss and rising competition could challenge its long-term sales momentum.

One Broadway deal to start: Hollywood mogul Ari Emanuel has struck a roughly £4.5bn deal to buy the theatre group behind West End venues including...

AstraZeneca PLC (NYSE:AZN) shares closed down as much as 9% on Monday, the stock’s biggest one-day drop since 2020, after reports that it held merger talks with U.S. rival Bristol-Myers Squibb Company (NYSE:BMY). A combined company would be worth close to $400 billion, the fourth-largest drugmaker in the world by market value. Neither firm confirmed […]

Investors need to pay close attention to AZN stock based on the movements in the options market lately.

AstraZeneca PLC (NYSE:AZN) topped second-quarter profit expectations, with core earnings per share of $2.63 versus the $2.48 analysts expected. The firm reiterated its target of $80 billion in annual revenue by 2030. However, the quarter also brought fresh pipeline trouble: its rare disease drug Ultomiris missed its main goal in a late-stage trial for a […]

Merck's strong Keytruda sales and pipeline progress support its long-term outlook, but falling estimates and patent risks cloud the near term.

BioCryst just turned profitable, its HAE drug Orladeyo is minting cash, and a rival's blockbuster acquisition just put the whole rare-disease sector in play. So which pharma giant has the most to lose by letting someone else snap it up first?

During Mad Money’s August 6 episode, host Jim Cramer highlighted why investors should target elite advisory firms rather than speculating on acquisition targets, as he said: Here’s a big theme that right now really only impacts two large companies: pent-up demand for mergers and acquisitions now that the Biden era of overzealous antitrust enforcement has […]

It was reported on July 27 that AstraZeneca PLC (NASDAQ:AZN) shares outperformed in European trading after the company reported second-quarter earnings that beat Wall Street expectations and reiterated its full-year 2026 guidance. Core earnings per share (EPS) jumped 18% on a constant exchange rate (FXN) basis year-over-year to $2.63, comfortably ahead of the $2.48 analyst […]

SOPHiA GENETICS and AstraZeneca (LSE:AZN) have entered a global partnership to develop and launch two decentralized companion diagnostics in precision oncology. The multi-year collaboration focuses on clinical trial assays that support development and commercialization of AstraZeneca's oncology therapies. The partners aim to expand access to personalized cancer treatments by enabling decentralized testing across a wider range of clinical settings. For readers tracking how data driven tools...

Morgan Stanley made Roche a Top Pick as giredestrant approaches two pivotal FDA decisions and a potential U.S. launch.

IRWD tops Q2 earnings estimates, misses on revenues and lifts its 2026 outlook as strong Linzess demand drives year-over-year growth.

AstraZeneca (LSE:AZN) is back in focus after a senior source told Reuters that there are no ongoing merger discussions with Bristol Myers Squibb, reversing earlier headlines around a potential $400b pharmaceutical tie up. See our latest analysis for AstraZeneca. The clarification on merger talks comes after a sharp swing in AstraZeneca’s share price, which fell over recent weeks with a 30 day share price return of 17.5% decline and a year to date share price return of 12.8% decline. In...

Early indicators from a compassionate use plan led analysts to hike projections for daraxonrasib. Elsewhere, Intellia believes it’s answered a key safety question and Arrowhead moved to catch a rival.

On holiday in Devon this summer, Charles Hall felt a familiar sinking feeling.

On holiday in Devon this summer, Charles Hall felt a familiar sinking feeling.

The company says it expects to have mFlusiva ready for the upcoming 2026-2027 flu season, which runs from roughly October to May.

Few big-pharma bosses enjoy a stronger reputation on Wall Street than AstraZeneca’s chief executive, Pascal Soriot. After plunging on a Financial Times report of merger discussions with Bristol-Myers Squibb shares of AstraZeneca recovered somewhat when Reuters reported there are no ongoing talks. After rebuffing Pfizer’s $120 billion takeover bid in 2014, he steadily transformed AstraZeneca into one of the drug industry’s top growth stories.

Reports of talks were quickly disputed, but the prospect exposed the appeal — and antitrust risks — of combining two pharma giants.

Healthcare stocks were higher late Wednesday afternoon, with the NYSE Healthcare Index and the State

Royalty Pharma (NASDAQ:RPRX) raised its 2026 outlook for the second consecutive quarter after reporting higher second-quarter royalty receipts, continued capital deployment and progress across its development-stage pipeline. Chief Executive Officer Pablo Legorreta said the company delivered 6% grow

📣"I don't know the needs of the two competitors that are right now trying to talk to each other, but we don't see a need for a transformative M&A right now." —Mike Doustdar, CEO of Ozempic maker Novo Nordisk in an interview with the Journal, referring to a recent Financial Times report that AstraZeneca and Bristol Myers Squibb held talks over a tie-up.

Healthcare stocks were higher Wednesday afternoon, with the NYSE Healthcare Index rising 1.1% and th

According to a Reuters report, a senior source denied merger discussions between AstraZeneca and Bristol Myers Squibb.

Amgen beats Q2 earnings and revenue estimates and lifts its 2026 outlook. Key products witness strong growth despite biosimilar pressure on older drugs.

The European stock markets closed mostly higher in Wednesday trading as investors monitor negotiatio