Key Takeaways TEM delivered 83% revenue growth in prelim 2025 results, with diagnostics and data segments surging. TEM recorded $1.1B TCV and positive adjusted EBITDA, but GAAP losses persisted. Tempus AI trades at 17.79X P/B, above industry average, raising valuation concerns. Tempus AI (TEM) is slated to release fourth-quarter 2025 results on Feb. 24, after market close. During the quarter, the company advanced several strategic collaborations and product innovations that are expected to further strengthe ...

Core Insights - The earnings season for Europe's largest pharmaceutical companies showed mixed results, but the focus is shifting towards future developments, particularly in 2026, which is expected to be a pivotal year following significant changes in 2025 [1][2] Industry Trends - Companies are facing a "patent cliff," where major drugs will lose exclusivity, leading to increased competition from generics [3] - There is a heightened emphasis on drug pipelines as companies aim to reassure investors about future growth despite impending patent expirations [4] Company Strategies - Novartis anticipates a loss of $4 billion in sales and profits in the first half of the year due to patent expirations but remains optimistic about growth driven by a strong pipeline [5] - AstraZeneca is confident in its pipeline, projecting 25 new blockbuster medicines by 2030 and aiming for $80 billion in revenue, up from $59 billion in 2025 [8] - Companies are increasingly looking towards mergers and acquisitions (M&A) to replenish their pipelines, with a focus on both smaller and larger deals [9][11] Market Dynamics - China is emerging as a significant source of innovation for pharmaceutical companies, with increased collaboration and deal-making with Chinese firms [13][15] - The market is evolving in terms of pricing strategies, particularly in response to U.S. and European pricing pressures, with companies considering various approaches to manage drug launches [16][17] Obesity Drug Market - The obesity drug market is becoming more consumer-oriented, with companies like Novo Nordisk and Eli Lilly facing increasing competition as new players enter the space [20] - AstraZeneca and Roche are developing new treatments to differentiate themselves in the crowded obesity market, focusing on convenience and improved tolerability profiles [21][23][24]

MINNEAPOLIS, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Celcuity Inc. (Nasdaq: CELC), a clinical-stage biotechnology company pursuing development of targeted therapies for oncology, today announced the appointment of Charles (Chip) R. Romp to its Board of Directors. Mr. Romp brings over 25 years of experience in the pharmaceutical industry to Celcuity, including leadership of sales teams and commercial organizations in the oncology setting. “Chip brings a wealth of oncology-related commercial expertise to our Board, ...

WEST CHESTER, Pa., Feb. 12, 2026 (GLOBE NEWSWIRE) -- Verrica Pharmaceuticals Inc. (“Verrica”) (Nasdaq: VRCA), a dermatology therapeutics company developing and selling medications for skin diseases requiring medical interventions, today announced the appointment of Chris Chapman as its Chief Commercial Officer. “It is my pleasure to welcome Chris Chapman to the Verrica team as our new Chief Commercial Officer,” said Jayson Rieger, PhD, MBA, President and Chief Executive Officer. “Chris has an extraordinary ...

Pfizer Inc. (NYSE: PFE ) has been one of the companies that I’ve covered the most here on Seeking Alpha , and with the pharmaceutical giant releasing its Q4 numbers, I believe that itAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. Basically, anything that has been unloved fo ...

Key Takeaways Pfizer's COVID sales fell sharply, while non-COVID revenues rose 6% operationally in 2025.PFE's new and acquired drugs generated $10.2B in 2025, up about 14% year over year.Pfizer faces a 2026-2030 LOE cliff as Eliquis and other key drugs near patent expiry.Sales of Pfizer’s (PFE) COVID products, Comirnaty and Paxlovid, declined from their peak with the end of the pandemic. Their sales came down to around $11 billion in 2024 and $6.7 billion in 2025 from $56.7 billion in 2022. In addition to l ...

Core Points - Pfizer has agreed to pay $29 million to resolve a dispute with the U.S. Securities and Exchange Commission (SEC) related to a 2013 insider trading settlement involving billionaire Steven A. Cohen [1] Company Summary - The settlement amount of $29 million indicates Pfizer's willingness to resolve regulatory disputes without prolonged litigation [1] - This resolution may help Pfizer maintain its reputation and focus on core business operations, potentially impacting investor confidence positively [1] Industry Summary - The case highlights ongoing scrutiny and regulatory challenges faced by companies in the pharmaceutical industry regarding insider trading practices [1] - The resolution of such disputes is crucial for maintaining market integrity and investor trust in the pharmaceutical sector [1]

In previous years, investors have been focused on growth stocks and high-powered tech companies. But in 2026, there appears to have been a clear change in strategy for investors. Rather than continuing to chase high-valued stocks, investors have been focusing more on dividend stocks. Since the start of the year, the S&P 500 has risen by less than 2%, and the Roundhill Magnificent Seven ETF, which includes the top tech stocks in the "Magnificent Seven," is down more than 3%. What's surprising is that it's be ...

STOCKHOLM, Sweden, 10 February 2026. KDventures AB (Nasdaq Stockholm: KDV) announces that its portfolio company SVF Vaccines has appointed Raheleh Nassaji as Chief Executive Officer to lead the transition of the company’s lead vaccine candidate SVF-001 to phase 1 clinical development. SVF Vaccines develops DNA vaccines and immunotherapies based on proprietary technology originating from Karolinska Institutet. Ahead of entering first-in-human phase 1 clinical development with its lead vaccine candidate SVF-0 ...

Core Viewpoint - Citigroup maintains a Neutral rating for GSK PLC while raising its price target following a significant stock rally and positive investor sentiment [2][6]. Group 1: Financial Performance - GSK's full-year 2025 earnings per share exceeded consensus by 2%, and the 2026 guidance aligns with expectations [2][6]. - Despite trimming its 2026 and 2027 earnings forecasts by 1% to 2% due to foreign exchange challenges and vaccine assumptions, GSK's long-term earnings are considered stable [3][6]. Group 2: Stock Performance - GSK's stock price is currently $58.92, reflecting a decrease of 2.175% or $1.31, with a market capitalization of approximately $118.8 billion [5]. - The stock has traded between $58.61 and $59.94 today, indicating active investor interest with a trading volume of 5,283,039 shares [5]. Group 3: Strategic Developments - Investors have reacted positively to the new CEO, Luke Miels, who is focusing on accelerating research and development and pursuing lower-risk business development [4]. - Recent strategic moves, such as the deal with RAPT Therapeutics, support GSK's efforts to achieve a £40 billion revenue target [4].