Eli Lilly and Company (NYSE:LLY) Goldman Sachs 46th Annual Global Healthcare Conference June 10, 2025 8:00 AM ET Company Participants Lucas E. Montarce - Executive VP & CFO Michael Czapar - Director of Investor Relations Conference Call Participants Unidentified Analyst Get started here. Welcome to day 2 of our healthcare conference. The weather is still holding up. Thank God for that. Very pleased to kick off our morning session this morning with Eli Lilly. We have Lucas Montarce, CFO; and Mike Czapar, Sen ...

Key Takeaways IBM Software revenue rose to $6.34B in Q1 2025 from $5.9B, led by cloud and AI-focused offerings. HashiCorp buyout boosts IBM's Red Hat, watsonx and automation tools for hybrid cloud and IT security. Segment revenue is projected to grow 11.6% YoY to $7.52B in 2025, driven by hybrid cloud and automation.International Business Machines Corporation’s (IBM) Software segment is increasingly gaining traction with an increasing demand for a focused portfolio that provides end-to-end hybrid cloud an ...

Key Takeaways ALNY secured EC approval to expand Amvuttra's use to treat ATTR-CM in adult patients. Approval was based on HELIOS-B data showing mortality, CV event and symptom improvement. Amvuttra is now the first RNAi therapy approved in the EU for both ATTR-CM and hATTR-PN.Alnylam Pharmaceuticals, Inc. (ALNY) announced that the European Commission (EC) has approved a label expansion of its RNAi therapeutic Amvuttra.The EC has now approved Amvuttra for the treatment of wild-type or hereditary transthyre ...

Alexandr Wang, CEO of Scale AI, arrives for a meeting with international investors in IA at the Elysee Palace as part of the Artificial Intelligence (AI) Action Summit in Paris, France, Feb. 10, 2025.Meta is forming a new artificial intelligence research lab and bringing on Alexandr Wang, the founder and CEO of the startup Scale AI, according to The New York Times.The research lab is going to pursue a concept known as "superintelligence," which is an AI system that surpasses human intelligence, The New York ...

Innovative material saving enhances sustainabilityZURICH, June 10, 2025  /PRNewswire/ -- Amcor (NYSE: AMCR, ASX: AMC), a global leader in developing and producing responsible packaging solutions, has achieved significant material savings as part of its ongoing partnership with skincare brand Bulldog through the further lightweighting of its flexible tubes.The 16.67% reduction in the wall thickness of each tube sleeve for the 50mm diameter flexible tubes used across a number of Bulldog products in 100ml and ...

I've been keeping a close eye on Phathom Pharmaceuticals, Inc. (NASDAQ: PHAT ) for quite some time. I like what they do; their main focus is on gastrointestinal disorders, and they have a pretty promising drugI’m a retired Wall Street PM specializing in TMT; since kickstarting my career, I’ve spent over two decades in the market navigating the technology landscape, focusing on risk mitigation through the dot com bubble, credit default of ‘08, and, more recently, with the AI boom. In one word, what I’d like ...

Core Insights - AbbVie anticipates a return to strong revenue growth in 2025, following the loss of U.S. exclusivity for Humira, which saw a nearly 50% year-over-year sales decline to $1.12 billion in Q1 2025 [1][7] - The ex-Humira platform experienced over 21% year-over-year growth in Q1 2025, driven by the performance of newer immunology drugs, Skyrizi and Rinvoq [2][7] - AbbVie raised its sales guidance by approximately $900 million, now targeting $24.7 billion in combined sales from Skyrizi and Rinvoq for 2025 [3][7] Ex-Humira Growth - Skyrizi and Rinvoq are leading the growth in AbbVie's ex-Humira revenue, particularly in the inflammatory bowel disease (IBD) market, which includes ulcerative colitis (UC) and Crohn's disease (CD) [2][3] - Strong market growth and the potential for new indications for Rinvoq are expected to further drive sales [3] Competitive Landscape - The immunology market is highly competitive, with Johnson & Johnson's Stelara and Tremfya as key competitors, especially after Stelara lost U.S. exclusivity [4] - Eli Lilly is also expanding its immunology portfolio with the recent FDA approval of Omvoh for UC and CD indications [5] Valuation and Performance - AbbVie shares have outperformed the industry year-to-date, trading at a price/earnings (P/E) ratio of 14.48, slightly below the industry average of 15.12 [6][9] - The Zacks Consensus Estimate for 2025 earnings has slightly decreased from $12.30 to $12.28 per share, while the estimate for 2026 has increased from $13.97 to $14.05 [10]

CANADA - 2025/05/20: In this photo illustration, the Circle Internet Group logo is seen displayed on ... More a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCircle Internet Group (NYSE:CRCL) experienced an impressive IPO last week. The stock was initially priced at $31 per share, opened at $69, and is currently trading at $115 – which is a nearly 270% increase in just a few days. Circle is a stablecoin issuer and cre ...

Investors in Advance Auto Parts, Inc. (AAP) need to pay close attention to the stock based on moves in the options market lately. That is because the June 20, 2025 $90.00 Put had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It cou ...

Nice (NICE) has been one of the most searched-for stocks on Zacks.com lately. So, you might want to look at some of the facts that could shape the stock's performance in the near term.Shares of this software company have returned +7% over the past month versus the Zacks S&P 500 composite's +6.3% change. The Zacks Internet - Software industry, to which Nice belongs, has gained 14.2% over this period. Now the key question is: Where could the stock be headed in the near term?While media releases or rumors abou ...