Core Insights - Momentum investing focuses on stocks that are performing well and maintaining their upward trend, particularly relevant as the market approaches 2026 [2] - In 2025, a select group of companies consistently exceeded earnings expectations and demonstrated clear growth visibility, leading to strong investor confidence [3] - The current momentum is distinguished by the quality of underlying fundamentals, with leading stocks benefiting from long-term trends such as AI, healthcare innovation, and infrastructure spending [4] Group 1: Momentum Stocks - NVIDIA Corporation (NVDA) is experiencing strong momentum due to the rising demand for AI and accelerated computing, with fiscal 2027 sales projected to increase by 42.2% and earnings by 52.9% year over year [9][10] - Broadcom Inc. (AVGO) is gaining momentum from AI-focused semiconductors and networking solutions, with fiscal 2027 sales expected to rise by 40.5% and earnings by 39.5% year over year [14] - Eli Lilly and Company (LLY) is benefiting from high demand for obesity and diabetes treatments, with projected sales growth of 22.4% and earnings growth of 41% in 2026 [16] Group 2: Factors Supporting Momentum - Stocks with clear demand drivers and predictable revenue streams tend to maintain momentum longer, even if valuations appear high [5] - NVIDIA's momentum is broadening beyond hyperscalers to include enterprises and governments investing in AI infrastructure [8] - Broadcom's balanced model, combining AI momentum with a stable software portfolio, supports strong free cash flow growth and shareholder returns [13]

The global obesity epidemic has spurred pharmaceutical companies to invest heavily in developing effective weight management solutions, leading to a surge in clinical trials for anti-obesity medications. Amid growing demand for such treatments, significant advancements in drug development are increasingly focused on long-term sustainability and safety to meet the needs of individuals struggling with weight maintenance.Eli Lilly and Co (NYSE:LLY) on Thursday shared topline results from the ATTAIN-MAINTAIN Ph ...

Core Insights - Incyte (INCY) has received approval from the European Commission (EC) for a label expansion of Minjuvi (tafasitamab) to treat adult patients with relapsed or refractory follicular lymphoma (FL) in combination with Revlimid (lenalidomide) and rituximab [1][9] Approval Details - This marks the second indication for Minjuvi in the EU, as it was previously approved for relapsed or refractory diffuse large B-cell lymphoma (DLBCL) [2] - The latest approval is based on the inMIND study, which demonstrated significantly improved progression-free survival for patients with relapsed or refractory FL when treated with Minjuvi, Revlimid, and rituximab [3][9] - Minjuvi was generally well-tolerated, with a safety profile comparable to the combination of Revlimid and rituximab [4] Market Context - Follicular lymphoma is the most common indolent form of B-cell non-Hodgkin lymphoma, accounting for approximately 30% of NHL cases globally, with a significant unmet need for new treatment options [5] - The approval of Minjuvi introduces the first dual-targeted CD19 and CD20 immunotherapy for eligible FL patients in Europe, showing a meaningful reduction in disease progression risk [6] Company Strategy - Incyte is diversifying its portfolio beyond its lead drug Jakafi, which is a JAK1/JAK2 inhibitor, by gaining new approvals for Minjuvi and other drugs [7][10] - The company has seen strong uptake of recently approved drugs, including Pemazyre, Monjuvi, and Tabrecta, which will further enhance its revenue base [10] Financial Performance - Incyte has performed well in 2025, with shares surging 45.6% over the year, significantly outperforming the industry growth of 16.9% [11] - The company has also entered a global collaboration with Qiagen to develop a diagnostic panel for myeloproliferative neoplasms, which is expected to support its pipeline of investigational treatments [12][13]

Key Takeaways PCSA surged 122.3% after a phase II update from its NGC-Cap breast cancer study.Processa Pharmaceuticals reported higher exposure to cancer-killing metabolites versus Xeloda monotherapy.PCSA said tolerability was comparable, with far lower FBAL exposure and only mild side effects.Shares of Processa Pharmaceuticals (PCSA) surged 122.3% on Wednesday after the company provided an encouraging clinical update on its ongoing mid-stage study evaluating its investigational candidate NGC-Cap in patient ...

Core Insights - The article provides a comprehensive comparison of Pfizer against its key competitors in the Pharmaceuticals industry, focusing on financial metrics, market position, and growth prospects to identify investment opportunities and risks [1] Company Overview - Pfizer is one of the largest pharmaceutical firms globally, with annual sales of approximately $60 billion, primarily from prescription drugs and vaccines, with international sales accounting for 40% of total sales [2] - Major products include the pneumococcal vaccine Prevnar 13 and cardiology drugs Vyndaqel and Eliquis, with emerging markets being a significant contributor to international sales [2] Financial Metrics Comparison - Pfizer's Price to Earnings (P/E) ratio is 14.56, which is lower than the industry average by 0.24x, indicating potential value [3] - The Price to Book (P/B) ratio of 1.53 is below the industry average by 0.2x, suggesting the stock may be undervalued based on book value [3] - Pfizer's Price to Sales (P/S) ratio of 2.28 is 0.46x the industry average, indicating potential undervaluation based on sales performance [3] - The Return on Equity (ROE) is 3.9%, which is 4.55% below the industry average, indicating potential inefficiency in profit generation [3] - EBITDA stands at $5.65 billion, which is 0.2x below the industry average, suggesting lower profitability or financial challenges [3] Profitability and Growth - Pfizer's gross profit is $12.48 billion, which is 0.2x below the industry average, indicating lower revenue after production costs [8] - Revenue growth is reported at -5.91%, significantly lower than the industry average of 8.93%, highlighting a slowdown in sales expansion [8] Debt-to-Equity Ratio - Pfizer has a lower debt-to-equity ratio of 0.66, indicating less reliance on debt financing and a healthier balance between debt and equity compared to its top peers [11] Summary of Competitive Position - Overall, Pfizer's low P/E, P/B, and P/S ratios suggest potential undervaluation, but its low ROE, EBITDA, gross profit, and revenue growth indicate challenges in profitability and revenue generation compared to competitors [9]

Japan's Takeda Pharmaceutical said on Thursday its experimental pill for a type of skin disease, developed using artificial intelligence, succeeded in two late-stage studies. ...

NEW YORK--(BUSINESS WIRE)--Pfizer Inc. (NYSE: PFE) invites investors and the general public to view and listen to a webcast of a conference call with investment analysts at 10:00 a.m. EST on Tuesday, February 3, 2026. The purpose of the call is to provide an update on Pfizer's results, as reflected in the company's Fourth Quarter and Full Year 2025 Performance Report, to be issued that morning. To view and listen to the webcast and view the Performance Report, visit our web site at www.pfizer.c. ...

Upgrades Summary - Bank of America upgraded Micron (MU) to Buy from Neutral with a price target of $300, increased from $250, citing that HBM is sold out through calendar 2026 and customers are engaged in multi-year agreements, positioning Micron for a more sustainable upcycle [2] - Baird upgraded Rivian (RIVN) to Outperform from Neutral with a price target of $25, up from $14, indicating that 2026 is the year of the R2 launch [2] - Jefferies upgraded GE Vernova (GEV) to Buy from Hold with a price target of $815, increased from $736, noting a positive outlook for Power due to gas pricing and services visibility [2] - BMO Capital upgraded Merck (MRK) to Outperform from Market Perform with a price target of $130, up from $82, highlighting the company's strategy to grow through the Keytruda loss of exclusivity [2] - JPMorgan upgraded Shake Shack (SHAK) to Neutral from Underweight with a price target of $90, down from $95, based on valuation considerations following the stock's recent pullback [2]

Parnassus Investments, an investment management firm, released its “Parnassus Value Equity Fund” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The fund focuses on owning a concentrated portfolio of U.S. large-cap stocks. For the third quarter of 2025, the fund reported a net return of 7.46% outperforming its benchmark, the Russell 1000 Value Index, which returned 5.33% for the same period. During the quarter, the portfolio reduced its weight in the IT sector to increase ho ...

Core Viewpoint - Novo Nordisk has filed for U.S. FDA approval of CagriSema, a once-weekly injection designed to treat obesity by combining two compounds [1] Company Summary - CagriSema represents a new treatment option in the obesity market, potentially expanding Novo Nordisk's portfolio in this growing sector [1] Industry Summary - The obesity treatment market is experiencing significant growth, and the introduction of CagriSema could enhance competition among pharmaceutical companies [1]