Group 1 - Health care stocks have outperformed the S&P 500 over the past three months, with an average gain of 11.55%, but Pfizer's shares have declined by 5% since the start of October [3][8] - Other major pharmaceutical companies like Johnson & Johnson, Regeneron Pharmaceuticals, and Eli Lilly have seen significant gains of nearly 14%, 24%, and 25% respectively during the same period [4] - Pfizer's recent acquisition of obesity biotech Metsera for $10 billion has only resulted in a modest 0.23% gain in its stock since the announcement [4] Group 2 - Pfizer is aiming to expand its presence in the weight loss drug market to recover revenue lost from declining demand for mRNA-based COVID-19 vaccines [5][8] - The company has entered into a $2.1 billion licensing agreement with China's YaoPharma to develop a GLP-1 weight loss pill, which is in early-stage development [5][8] - The agreement includes an upfront payment of $150 million to YaoPharma's parent company, Shanghai Fosun Pharmaceutical, and potential milestone payments of up to $1.94 billion based on the drug's approval progress [6][7]

Non-opioid analgesic shows efficacy in several animal pain models, including diabetic and chemotherapy-induced neuropathic pain Compelling safety and pharmacokinetic profiles in animals support IND-enabling studies CHATHAM, N.J., Dec. 16, 2025 (GLOBE NEWSWIRE) -- Tonix Pharmaceuticals Holding Corp. (Nasdaq: TNXP) (“Tonix” or the “Company”), a fully-integrated commercial biotechnology company, today announced licensing exclusive worldwide rights to TNX-4900 (formerly known as PW507), a highly selective small ...

Pfizer on Tuesday forecast 2026 profit below Wall Street estimates as it expects lower sales of its COVID products, sending its shares down 1.6% in premarket trading. ...

Core Viewpoint - Novo Nordisk's stock has experienced a significant decline of approximately 41% year to date, primarily due to disappointing results from the REDEFINE 2 phase 3 trial for its CagriSema product [1]. Financial Performance - In May and July, Novo Nordisk revised its 2025 sales growth guidance downward, with the latest estimate set at 8-11% at constant exchange rates (CER) [2]. - Analyst estimates suggest a potential sales decline in 2026, contrasting sharply with the 25%-30% growth seen during the company's peak years [9]. Competitive Landscape - Eli Lilly's stock has risen about 38% while Novo Nordisk's shares have declined, indicating a competitive shift in the market [4]. - Novo Nordisk's product pipeline is primarily focused on insulin, heart disease medications, and weight loss drugs, whereas Eli Lilly has a more diverse pipeline that includes treatments for cancer, Alzheimer's, and other conditions [5]. Product Performance - Wegovy, Novo Nordisk's obesity treatment, has generated $46 billion in net profit since its U.S. approval in mid-2021, but it is facing competition from Eli Lilly's Zepbound, which has surpassed Wegovy in new weekly prescriptions this year [7]. - A planned head-to-head trial in 2026 between Novo's CagriSema and Lilly's Zepbound is anticipated to attract investor attention [7]. Clinical Data - In a real-world study, Wegovy demonstrated a 57% greater risk reduction for heart attack, stroke, and cardiovascular-related death compared to Eli Lilly's tirzepatide, indicating its effectiveness in treating patients with obesity and cardiovascular disease [8].

Core Insights - Pfizer Inc. has provided its full-year 2026 revenue guidance, projecting revenues between $59.5 billion and $62.5 billion, while revising its 2025 revenue guidance to approximately $62.0 billion from a previous range of $61.0 billion to $64.0 billion [2][5] - The 2026 revenue guidance reflects an expected decrease of approximately $1.5 billion from COVID-19 products compared to 2025, along with a similar negative impact due to loss of exclusivity for certain products [2][11] - Pfizer anticipates operational revenue growth of about 4% year-over-year at the midpoint for 2026, excluding COVID-19 and loss of exclusivity products [2] Financial Guidance for 2026 - Adjusted Selling, Informational & Administrative (SI&A) expenses are expected to be between $12.5 billion and $13.5 billion, while Adjusted R&D expenses are projected to be between $10.5 billion and $11.5 billion, leading to total adjusted expenses of $23.0 billion to $25.0 billion for 2026 [3] - Adjusted diluted EPS for 2026 is anticipated to be in the range of $2.80 to $3.00, reflecting stable gross and operating margins compared to 2025 and a higher effective tax rate [4][5] Comparison of Financial Guidance - The revised 2025 financial guidance includes revenues of approximately $62.0 billion, down from the previous range, with COVID-19 product revenues expected to be around $6.5 billion [5] - Adjusted SI&A expenses for 2025 are projected at $13.1 billion to $14.1 billion, while Adjusted R&D expenses are estimated at $10.0 billion to $11.0 billion [5] - The effective tax rate on adjusted income for 2025 is approximately 11%, compared to an expected 15% for 2026 [5] CEO Commentary - The CEO emphasized that 2025 was a year of strong execution and strategic progress, positioning the company for sustainable growth in the post-loss of exclusivity period [7]

Core Insights - Beacon Biosignals and Harmony Biosciences have announced a collaboration to integrate quantitative EEG measurements into Harmony's Phase 3 studies for HBS-301 targeting Narcolepsy and Idiopathic Hypersomnia [1][2] Group 1: Collaboration Details - The collaboration aims to enhance the assessment of excessive daytime sleepiness (EDS) by incorporating objective EEG data alongside traditional patient-reported outcomes like the Epworth Sleepiness Scale (ESS) [2] - Beacon's FDA 510(k)-cleared Waveband EEG headband will be utilized to capture at-home brain data over consecutive nights, providing continuous EEG data to assess daytime sleepiness [3] Group 2: Objectives and Benefits - The integration of objective sleep EEG data is expected to improve the precision and interpretability of treatment outcomes, potentially accelerating the development of better therapies for hypersomnia disorders [4] - The collaboration seeks to bring new levels of objectivity and reliability to clinical endpoints, enhancing the evaluation of treatment benefits for patients with hypersomnia disorders [4] Group 3: Clinical Context - Narcolepsy and Idiopathic Hypersomnia are characterized by severe excessive daytime sleepiness, with current trial measures relying heavily on subjective patient-reported scales, which may not fully capture the disease burden [4] - The addition of quantitative EEG-based endpoints allows for a more robust characterization of sleep patterns, aiding in the identification of EEG biomarkers for dose selection and efficacy assessment [4] Group 4: Company Profiles - Beacon Biosignals specializes in AI-driven neurophysiology and precision drug development, utilizing wearable EEG technology to capture and analyze neural data for advancements in neurology and sleep medicine [6] - Harmony Biosciences focuses on developing innovative therapies for rare neurological disorders, with a portfolio that includes FDA-approved treatments for narcolepsy and a pipeline targeting sleep/wake disorders and epilepsy [7]

TAMPA, FL / ACCESS Newswire / December 16, 2025 / (OTCQB:CTTH) CTT Pharmaceutical Holdings, Inc. is pleased to announce that a peer-reviewed scientific paper has been published in the journal of Drug Delivery and Therapeutics, authored by our scientist Dr. Katharine Cole and Dr. Pankaj Modi, the founder of CTT Pharma. The article provides the first comprehensive scientific review describing how micellar nanotechnology, when combined with an oral dissolvable strip delivery system, can significantly improve t ...

Market Analysis by covering: Becton Dickinson and Co, iShares U.S. Pharmaceuticals ETF, BlackRock Health Sciences Trust. Read 's Market Analysis on Investing.com ...

Group 1 - The event is Daiichi Sankyo's Science and Technology Day 2025, moderated by Kentaro Asakura, Corporate Officer and Head of Corporate Communications [1] - The briefing will be conducted in Japanese and English, with simultaneous interpretation available for participants [2] - Key speakers include Okuzawa (President and CEO), Takeshita (Head of Global R&D), Ken Keller (Director and Head of Global Oncology business), Kashiwase (Head of Global Technology), and Abe (Head of Global) [3]

Core Viewpoint - Eli Lilly is currently performing well, driven by the success of its GLP-1 drugs, but faces potential risks in the long term due to patent expirations and competition from other pharmaceutical companies [1][10]. Group 1: Company Performance - Eli Lilly's stock has a P/E ratio of 50, which is below its five-year average of 54 but high compared to the S&P 500's P/E of 28.5 [1]. - The company's GLP-1 drugs, Mounjaro and Zepbound, are leading the market, with Mounjaro's sales increasing by 109% year-over-year and Zepbound's sales rising by 185% in Q3 2025 [2]. - Overall sales for Eli Lilly increased by 54%, indicating strong demand for weight loss and related drugs in the pharmaceutical sector [4]. Group 2: Competitive Landscape - Eli Lilly was not the first to market with GLP-1 medications, as Novo Nordisk initially led the space, but Lilly's products have gained popularity, allowing it to surpass Novo Nordisk [5]. - Pfizer is actively working to catch up in the GLP-1 niche, having acquired a company with a strong GLP-1 candidate and signed a distribution deal with another company [6]. Group 3: Patent and Future Risks - Eli Lilly's patent protections for Mounjaro and Zepbound are expected to last about ten years, after which generic competition could significantly reduce revenue [7]. - Currently, Mounjaro and Zepbound account for over 50% of Eli Lilly's top-line income, highlighting the potential impact of patent expirations on future earnings [10]. - Investors are advised to consider the high valuation of Eli Lilly, as any loss of market leadership in the GLP-1 space could lead to a contraction in its valuation [12].