Are Pharmaceuticals Poised for a Rebound? The Key Metric to Keep in Mind With pharmaceutical M&A ramping up and robust pipelines with high impact launches on the horizon, investors may be considering renewed exposure to this subset of Health Care stocks. However, those focused on free cash flow (FCF) metrics may have already identified opportunities in the sector. VictoryShares Free Cash Flow ETF (VFLO)currently offers exposure to this area of the market that could be worth consideration. VFLO's top holding ...

Merck will have the exclusive right to develop and commercialize antibody candidates that come out of the collaboration. Infinimmune said it will use its proprietary platform to screen large numbers of human immune cells and identify naturally occurring antibodies, then use AI tools to refine and improve them. The companies did not disclose the disease targets Merck selected for the partnership. Infinimmune, Merck enter into antibody discovery pact | Reuters Exclusive news, data and analytics for financial ...

Merck's drug reduced bad cholesterol by 64.6% in late-stage trial | Reuters Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Financecategory· March 30, 2026 · 3:45 PM UTC · ago Federal Reserve Chair Jerome Powell said on Monday the U.S. central bank is watching developments in the private credit sector for signs of trouble, but does not currently see issues there bringing down the financial system as a whole. The Merck logo is seen at a gate to the Merck & Co ca ...

The Schwab U.S. Dividend Equity ETF (NYSEMKT: SCHD) has a very simple strategy. It tracks an index that aims to hold the top 100 high-yielding dividend stocks. That index reshuffles its holdings once a year to ensure it contains only the best of the best. The fund recently completed its annual reconstitution. One of the more notable changes was an increase in its allocation to high-yielding dividend stocks in the healthcare sector. Here's a closer look at some of the fund's recent changes. Will AI create t ...

Core Insights - Merck announced a significant acquisition worth $15 billion, marking it as the second-largest deal in recent times, aimed at enhancing its pipeline appeal [1] Group 1: Acquisition Details - The acquisition by Merck is intended to invigorate its product pipeline, indicating a strategic move to strengthen its market position [1] - This deal is part of a broader trend where companies are engaging in major mergers and acquisitions to capitalize on growth opportunities [1] Group 2: Investment Opportunities - The investing group "Value in Corporate Events" focuses on identifying actionable ideas from major corporate events such as earnings reports, M&A, and IPOs, providing members with insights into potential investment opportunities [1] - The group covers approximately 10 major events each month, aiming to find the best opportunities for investors [1]

Jim Cramer reviewed Pfizer Inc. (NYSE:PFE) while breaking down 16 stocks for a market facing higher energy costs and economic uncertainty. Cramer mentioned the stock during the episode and said: In a slowdown, the hedge fund playbook says you want safety stocks. The stocks of companies that will make good money even if the broader economy deteriorates dramatically, the opposite of cyclical stocks. For example, big pharma. Now, if you need a medication, you’ll keep taking it in good times and bad. You don’t ...

Key Takeaways J&J's Innovative Medicine unit is expected to post Q1 growth despite Stelara LOE impactJNJ's growth likely driven by Darzalex, Tremfya, Erleada and the uptake of newer therapies like CarvyktiJNJ faces pressure from Stelara biosimilars, Imbruvica decline and Part D redesign headwindsJohnson & Johnson (JNJ) , via its Innovative Medicine segment, markets a broad portfolio of blockbuster therapies across key areas including neuroscience, cardiovascular and metabolic diseases, immunology, oncology, ...

Key Takeaways Merck will acquire Terns Pharma for $6.7B, adding leukemia candidate TERN-701 to its pipeline.MRK's recent deals span oncology, immunology, and antivirals to reduce heavy Keytruda reliance.Keytruda drives over half of MRK pharma sales, with LOE in 2028 pushing the need for new growth drivers.Merck (MRK) has been actively pursuing mergers and acquisitions (M&A) to strengthen its pipeline and sustain long-term growth, particularly in oncology and immunology. The company’s recent deals reflect a ...

Core Insights - Merck's stock has increased by 51.4% over the past six months, driven by an optimistic outlook for long-term growth following the patent expiration of its key drug, Keytruda, in 2028 [1][9] - The company is enhancing its pipeline through recent M&A activities and new product launches, which bolsters confidence in its growth prospects post-Keytruda [2][6] Group 1: Keytruda's Impact - Keytruda is Merck's most significant product, accounting for approximately 55% of pharmaceutical sales, with sales reaching $31.7 billion in 2025, a 7% increase year-over-year [3][5] - The drug's sales are expected to peak at $35 billion by 2028, with continued growth anticipated until patent expiration [5][16] - Merck is exploring innovative strategies to sustain Keytruda's growth, including new immuno-oncology combinations and a personalized mRNA therapeutic cancer vaccine in collaboration with Moderna [4][11] Group 2: Pipeline and M&A Activities - Merck's drug pipeline has nearly tripled since 2021, supported by both internal development and acquisitions, with promising candidates like Capvaxive and Winrevair showing strong market potential [7][10] - Recent acquisitions, including Verona and Cidara Therapeutics, have added valuable products to Merck's portfolio, enhancing its long-term growth outlook [11][12] - The company has announced a definitive agreement to acquire Terns Pharmaceuticals for $6.7 billion, which will add a candidate for chronic myeloid leukemia to its pipeline [13] Group 3: Challenges and Market Dynamics - Sales of Gardasil, Merck's second-largest product, have declined significantly, with a 39% drop in 2025 due to weak demand in China and Japan [14][16] - The company faces potential revenue losses from generic competition for several products, including Januvia and Bridion, with an estimated impact of approximately $2.5 billion in 2026 [18][19] - Despite the challenges, Merck anticipates over $70 billion in potential commercial opportunities from its current pipeline by the mid-2030s, which is significantly higher than the peak sales estimate for Keytruda [29][30]

Core Insights - Tempus AI (TEM) is expanding its presence in 2026 through strategic collaborations with pharmaceutical companies, healthcare institutions, and technology innovators to enhance data-driven insights for clinical outcomes and drug development [1] Group 1: Strategic Collaborations - Tempus has partnered with Daiichi Sankyo to accelerate the clinical development of an antibody drug conjugate (ADC) program in oncology, utilizing Tempus' PRISM2 AI models [2] - The company has integrated Median Technologies' eyonis LCS solution into the Tempus Pixel platform for non-invasive characterization of lung nodules, improving clinical decision-making [3] - A collaboration with Blood Cancer United aims to create a patient-centered registry for pediatric acute myeloid leukemia (pAML), leveraging Tempus' AI-enabled health concierge app and cloud-based analytics [4] - Tempus has formed a multi-year strategic collaboration with NYU Langone Health to enhance cancer care through advanced molecular profiling and data-driven insights [4] Group 2: Industry Updates - Guardant Health, Inc. has entered a multi-year collaboration with Merck to support the development of Merck's oncology portfolio using Guardant's Smart platform [5][6] - 10x Genomics, Inc. announced that a research consortium will utilize its Xenium spatial platform to create a comprehensive multimodal cancer dataset [7] - BioTuring and 10x Genomics have collaborated to streamline single-cell and spatial data analysis, enhancing analytical capabilities [8] Group 3: Stock Performance and Valuation - Tempus' shares have increased by 12.2% over the past year, contrasting with a 29.5% decline in the industry, while the S&P 500 has improved by 17.6% [9] - The current forward Price-to-Sales (P/S) ratio for TEM is 4.98X, lower than the industry median of 5.34X, indicating a relatively cheap valuation [11] - The loss per share estimate for 2026 has widened to 32 cents from 18 cents over the past 30 days [12]