For the quarter ended December 2025, AbbVie (ABBV) reported revenue of $16.62 billion, up 10% over the same period last year. EPS came in at $2.71, compared to $2.16 in the year-ago quarter.The reported revenue represents a surprise of +1.58% over the Zacks Consensus Estimate of $16.36 billion. With the consensus EPS estimate being $2.66, the EPS surprise was +2.02%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expecta ...

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 ...

Johnson & Johnson (NYSE: JNJ) is one of the largest healthcare companies in the world. But it hasn't always been a terribly exciting business to invest in. While it has been growing, it's typically been at a modest pace. The main reason for investing in the stock has been its dividend. The company, however, has been investing in its pipeline in the hopes of achieving better growth in the future. And that looks to be paying off, as the company recently unveiled promising guidance for the year ahead. Could J ...

Key Takeaways AMGN beat Q4 EPS and sales estimates as total revenues rose 9% on strong global demand across key brands.Amgen saw robust growth from Repatha, Evenity and Tezspire, offsetting pricing pressure and higher costs.AMGN is advancing MariTide with six phase III obesity studies, targeting monthly dosing via autoinjector.Amgen (AMGN) reported fourth-quarter 2025 adjusted earnings of $5.29 per share, which beat the Zacks Consensus Estimate of $4.76 per share. Earnings were relatively flat year over yea ...

Key Takeaways FDA granted priority review to AZN's Datroway sBLA for unresectable or metastatic TNBC, with a Q2 2026 target.AZN's Datroway already has approvals in breast and lung cancer and is being studied across multiple cancers.The FDA issued a CRL for AZN's Saphnelo SC. AZN has resubmitted data and expects a U.S. decision in H1 2026.AstraZeneca (AZN) and its Japan-based partner Daiichi Sankyo announced that the FDA has accepted and granted priority review to their supplemental biologics license applica ...

Market Overview - US stocks exhibited mixed performance as Wall Street evaluated a new wave of earnings while awaiting Alphabet's results, with a notable shift from tech stocks to blue-chip names [1] - The Dow Jones Industrial Average rose approximately 0.6%, while the S&P 500 decreased by 0.3%, and the Nasdaq Composite fell over 1% [1] AI Impact on Stocks - Wall Street is grappling with fears of AI disruption, leading to a significant sell-off in software stocks that affected global markets, including Europe and Asia [2] - The broader pessimism surrounding AI has prompted a rotation from high-profile tech stocks to value stocks, negatively impacting companies like Nvidia and Microsoft [2] Upcoming Earnings Reports - Attention is focused on the upcoming earnings results from Alphabet and Arm Holdings, particularly regarding AI demand, followed by Amazon's quarterly report [3] Earnings Expectations - JPMorgan indicated that even strong earnings reports may not suffice to reassure the market unless companies can demonstrate that AI will act as a tailwind rather than a headwind [4] - Advanced Micro Devices experienced a sharp decline in shares due to a weak sales outlook, raising concerns about its competitiveness against Nvidia in the AI sector [4] Labor Market Insights - An ADP report revealed that employers added only 22,000 jobs in January, significantly below the expected 45,000, highlighting potential weaknesses in the labor market [5] Pharmaceutical Sector Performance - Eli Lilly's stock surged following a positive profit forecast for 2026, driven by increased demand for its weight-loss drugs [6] - Conversely, shares of Novo Nordisk plummeted after the company projected a significant decline in sales, surprising investors [6]

Eli Lilly and Company (NYSE:LLY) Q4 2025 Earnings call February 04, 2026 10:00 AM ET Company ParticipantsAdrienne Brown - President of Lilly ImmunologyDan Skovronsky - Chief Scientific and Product OfficerDave Ricks - Chair and CEOIlya Yuffa - President of Lilly USA and Global Customer CapabilitiesKen Custer - President of Lilly Cardiometabolic HealthLucas Montarce - CFOMike Czapar - SVP of Investor RelationsPatrik Jonsson - President of Lilly InternationalConference Call ParticipantsAsad Haider - Stock Anal ...

Eli Lilly and Company (NYSE:LLY) Q4 2025 Earnings call February 04, 2026 10:00 AM ET Company ParticipantsAdrienne Brown - President of Lilly ImmunologyAkash Tewari - Global Head of Biopharmaceutical ResearchDan Skovronsky - Chief Scientific and Product OfficerDave Ricks - Chair and CEOEvan Seigerman - Managing Director and Head of Healthcare ResearchIlya Yuffa - President of Lilly USA and Global Customer CapabilitiesKen Custer - President of Lilly Cardiometabolic HealthLucas Montarce - CFOMichael Yee - Glob ...