My followers may notice that I wrote this prior article to compare Eli Lilly ( LLY ) against its archrival Novo Nordisk ( NVO ), as well as their Big Pharma industry peers, byI run my own boutique law firm, focusing on investment transactions and disputes. Trained at top U.S. law schools and leading Wall Street law firms, I write here primarily to sharpen my own thinking and to engage with my followers. I endeavor to respond to any substantive comments on my articles. My goal is to identify potential 5–10 b ...

Emcure Pharmaceuticals is tapping influencers and celebrities on social media, in addition to raising awareness among doctors, for its semaglutide brand, Poviztra, as it seeks to capitalise on its head start in the lucrative weight-loss market. The company launched Poviztra in an exclusive partnership with innovator Novo Nordisk in December. Emcure’s approach spells a changing marketing playbook for drugmakers when it comes to GLP-1s, which go beyond doctors, similar to innovators and health companies' appr ...

Key Takeaways LLY topped Q4 estimates as adjusted EPS touched $7.54 and revenues rose 43% to $19.3 billion.LLY saw GLP-1 demand surge, with Mounjaro and Zepbound sales jumping 110% and 123%, respectively.Eli Lilly guided 2026 revenues of $80-$83B and EPS of $33.50-$35.00.Eli Lilly and Company (LLY) reported fourth-quarter 2025 adjusted earnings per share (“EPS”) of $7.54, which beat the Zacks Consensus Estimate of $6.99 per share. Earnings rose 42% year over year.Revenues of $19.3 billion rose 43% year over ...

Key Takeaways CRUS posted Q3 FY26 adjusted EPS of $2.97, beating estimates, as revenue rose 24.7% to $580.6 million.CRUS revenue exceeded guidance on strong smartphone component demand and higher shipments.CRUS boosted diversification by sampling AI PC components and adding prosumer and automotive product families.Cirrus Logic, Inc. (CRUS) reported third-quarter fiscal 2026 adjusted earnings per share (EPS) of $2.97, which surpassed the Zacks Consensus Estimate of $2.42. The company reported adjusted EPS of ...

Key Takeaways EW is set to report Q4 2025 results on Feb. 10, with revenues expected to rise 11.1% year over year. EW's TAVR segment is expected to benefit from global procedure growth and higher sales guidance for 2025. EW's TMTT arm is projected to post 44.2% sales growth, aided by traction in PASCAL, EVOQUE and SAPIEN M3.Edwards Lifesciences Corp. (EW) is scheduled to report fourth-quarter 2025 results on Feb. 10, after market close.In the last reported quarter, the company’s adjusted earnings per share ...

Key Takeaways AES shares rose 9.2% in a month, as clean energy investments and data center demand drive momentum.AES signed 2.2 GW of projects by September 2025, including large contracts supporting AI-driven data centers.AES is expanding LNG and coal-to-gas projects while targeting net-zero emissions by 2050.The AES Corporation (AES) shares have gained 9.2% in a month compared with the Zacks Utility-Electric Power industry’s growth of 2.8%. The company is taking advantage of the global transition to renewa ...

Key Takeaways BA stock gained 2.2% in the past month, supported by strong commercial aircraft demand. Boeing logged 336 net jet orders in Q4 2025, while its defense unit booked $15B, lifting BDS backlog to $85B.BA faces $11.09B of 2025 aircraft cancellations, weighing on deliveries despite demand.The Boeing Company’s (BA) shares have rallied 2.2% in a month compared with the Zacks Aerospace-Defense industry’s growth of 3%. The company remains one of the largest U.S. commercial aircraft manufacturers. Steadi ...

Key Takeaways Net premiums written climbed 8.9% to $13.1B, with Life Insurance jumping 16.9% in Q4.Net investment income hit a record $1.7B, up 8% as higher rates boost the bottom lineAn 81.2% combined ratio marks an all-time low, caused by lower catastrophe losses.Chubb Limited (CB) reported fourth-quarter 2025 core operating income of $7.52 per share, which beat the Zacks Consensus Estimate by 13.9%. The bottom line improved 24.9% year over year.Total operating revenues improved 7.4% year over year to $15 ...

Key Takeaways NIO opens an Uzbekistan store, marking entry into Asia via a distributor.NIO is shifting to distributors overseas after challenges with its China-style direct sales.NIO plans models in European markets and entry into Australia and New Zealand in 2026.Chinese EV maker NIO Inc. (NIO) continues to push forward with its global expansion, moving beyond China into markets across Europe, Central Asia and the Asia-Pacific region. Over the past few years, the company has steadily expanded its overseas ...

Hims & Hers is moving beyond prescriptions to preventative testing.Hims & Hers (HIMS 2.54%) announced today the launch of an early detection cancer test, bringing more value to its lab business. This is another product launch that isn't about pushing pills or slotting into the existing insurance ecosystem; it's fundamentally disruptive to the medical industry. In this video, I explain why this is the kind of product launch investors should want to see and why it will make the business much more valuable ove ...