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Merck's Phase 3 trial for its KEYTRUDA plus Padcev combination treatment demonstrated improved survival rates in bladder cancer patients, signaling a significant clinical milestone.
Merck & Co. received a positive recommendation from a European regulatory panel for its drug WINREVAIR, prompting analysts to raise their price targets, with HSBC setting a new target of $120.
The ulcerative colitis treatment market is projected for significant growth through 2034, driven by a rising prevalence of 1.5 million diagnosed U.S. cases in 2024 and a strong pipeline of novel therapies.
Market expert Coons identified Big Pharma stocks as 'way undervalued' on December 17, highlighting Eli Lilly and Merck as key opportunities despite a 1.19% dip in LLY shares.
Adagene Inc. shares rose 13.77% after the FDA granted Fast Track designation for its colorectal cancer drug, muzastotug, on December 16, 2025.
On December 16, 2025, Immutep announced its TACTI-004 Phase III lung cancer trial has enrolled 289 patients, representing over 38% of its total target.
Morgan Stanley increased its price target for Merck to $102 on December 12, citing an improved outlook for the biopharmaceutical sector and the company's strong fundamentals.
Pharmaceutical M&A deal value increased 31% year-over-year to $179.6 billion in 2025, driven by a series of mega-deals in the second half of the year as companies seek to replenish drug pipelines.
Eli Lilly's projected 42% sales growth, driven by its GLP-1 drugs, positions it as a stronger investment than Merck, which faces a 2028 patent cliff for its key drug, Keytruda.
Abbott Laboratories showcases a strong balance sheet with reduced debt and high interest coverage, presenting a stable profile amid a volatile healthcare sector focused on obesity drugs and policy shifts.
Merck announced an increased dividend to $0.85 per share, creating a 3.4% forward yield. The move signals confidence in its financial stability and commitment to shareholder returns, even as the company faces a new FDA safety review for its RSV antibody treatment, Enflonsia.
HSBC upgraded AbbVie to a "Buy" rating following a strong quarterly report that included higher earnings guidance and a dividend increase, signaling confidence in the company's financial health and market position.
U.S. healthcare and pharmaceutical stocks are facing a period of heightened volatility driven by the obesity drug arms race, shifting U.S. policy on healthcare subsidies, and an increasingly dual-natured FDA that is both accelerating approvals and intensifying safety scrutinies. These factors create a complex investment landscape heading into the week of December 15, 2025.
Hervé Hoppenot, Incyte's former Chairman and CEO, has resigned from the Board of Directors. The departure, though part of a planned transition, occurs as the broader biopharma industry grapples with significant executive turnover and profound regulatory uncertainty at the FDA.
Arcus Biosciences and partner Gilead Sciences are discontinuing a Phase III trial for their anti-TIGIT cancer therapy, domvanalimab, after it failed to improve patient survival. The news caused Arcus stock to plunge, erasing an eight-month rally, and prompted a strategic pivot.
A new report projects the global blood collection tubes market will reach $7.23 billion by 2032, driven by personalized medicine. However, this optimistic forecast is set against a backdrop of significant regulatory uncertainty at the U.S. Food and Drug Administration (FDA), creating a complex risk environment for key industry players like Becton Dickinson, Bio-Rad, and Thermo Fisher Scientific.
Merck is strategically expanding its drug pipeline to mitigate the anticipated revenue loss from its blockbuster drug Keytruda's 2028 patent expiration. The market is focused on the execution risk and the commercial success of new assets needed to replace the multi-billion dollar revenue stream.
The European Medicines Agency's key committee recommended expanding the indication for Merck’s drug, WINREVAIR. This positive opinion supports the company's long-term revenue forecasts and solidifies the drug’s market potential in the EU.
Merck's recent stock outperformance highlights a broader pharmaceutical sector trend, as giants like Pfizer aggressively pivot to new growth areas like oncology and obesity to navigate a post-COVID landscape and looming patent cliffs.
High-yield dividend stocks, traditionally seen as safe havens, are facing significant pressure from cautious consumer spending, inflation, and strategic shifts. The recent struggles of bellwethers like Procter & Gamble signal a market re-evaluation of the risk-reward profile for these defensive investments.