Gilead Sciences Inc (NASDAQ:GILD) on Thursday reported adjusted earnings of $2.47 per share, beating the consensus of $2.13.GILD is in positive territory. Get the complete picture hereThe U.S. drug maker reported revenues of $7.77 billion, beating the consensus of $7.45 billion.Product sales decreased 2% to $7.3 billion, primarily driven by lower Veklury (remdesivir) and Cell Therapy sales, partially offset by higher HIV and Livdelzi (seladelpar) sales."With multiple potential product launches in 2026, the ...

Group 1 - The article emphasizes the importance of enabling Javascript and cookies in browsers to prevent access issues [1] - It mentions that users with ad-blockers may face restrictions when trying to access the content [1]

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...

Key Takeaways Alnylam posted Q3 earnings of $2.90 per share, topping estimates on strong Amvuttra growth.Total revenues jumped 149% year over year to $1.25B, led by rising demand for Amvuttra.A $300M Roche milestone boosted collaboration revenues, lifting Alnylam's overall performance.Alnylam Pharmaceuticals (ALNY) reported third-quarter 2025 earnings of $2.90 per share, beating the Zacks Consensus Estimate of $1.67. The improvement was due to higher revenues from the sale of its lead drug, Amvuttra (vutris ...

Core Insights - AbbVie reported revenue of $15.78 billion for the quarter ended September 2025, reflecting a 9.1% increase year-over-year and surpassing the Zacks Consensus Estimate of $15.59 billion by 1.2% [1] - The company's EPS was $1.86, down from $3.00 in the same quarter last year, but exceeded the consensus estimate of $1.77 by 5.08% [1] Revenue Performance by Segment - Oncology (Elahere) generated $170 million, below the average estimate of $199.05 million, but showed a year-over-year increase of 22.3% [4] - Creon (US) reported $368 million, exceeding the estimate of $350.08 million, with an 8.9% year-over-year growth [4] - Rinvoq (International) achieved $625 million, surpassing the estimate of $606.08 million, marking a significant 40.8% increase year-over-year [4] - Humira (US) revenue was $619 million, significantly below the estimate of $764.72 million, reflecting a drastic year-over-year decline of 64.9% [4] - Neuroscience total revenue reached $2.84 billion, exceeding the estimate of $2.74 billion, with a year-over-year increase of 20.2% [4] - Vraylar total revenue was $934 million, slightly below the estimate of $946.65 million, showing a year-over-year growth of 6.7% [4] - Immunology total revenue was $7.89 billion, in line with the estimate of $7.88 billion, representing an 11.9% year-over-year increase [4] - Rinvoq total revenue was $2.18 billion, slightly above the estimate of $2.16 billion, with a year-over-year growth of 35.3% [4] - Botox Therapeutic total revenue was $985 million, exceeding the estimate of $922.4 million, with a year-over-year increase of 16.2% [4] - Juvederm Collection total revenue was $253 million, slightly below the estimate of $257.9 million, reflecting a year-over-year decline of 1.9% [4] - Botox Cosmetic total revenue was $637 million, below the estimate of $686.58 million, with a year-over-year decrease of 5.1% [4] - Imbruvica revenue was $706 million, slightly below the estimate of $708.25 million, showing a year-over-year decline of 14.7% [4] Stock Performance - AbbVie shares have returned -3.5% over the past month, contrasting with the Zacks S&P 500 composite's +2.1% change, indicating underperformance relative to the broader market [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the market in the near term [3]

Core Viewpoint - Pfizer is set to report its Q3 2025 earnings on November 4, with sales estimated at $16.6 billion and earnings per share (EPS) at 66 cents, reflecting a decline in earnings estimates over the past month [1][6]. Earnings Estimates - The Zacks Consensus Estimate for Pfizer's Q3 2025 earnings has decreased from $3.15 to $3.06 per share in the last 30 days [1]. - Current estimates for Q1 and Q2 earnings are 66 cents and 72 cents, respectively, with a notable decline of 17.5% for Q1 estimates over the past 60 days [2]. Earnings Surprise History - Pfizer has consistently exceeded earnings expectations in the last four quarters, with an average earnings surprise of 43.78% [2][3]. - The last reported quarter showed a 34.48% earnings surprise, indicating strong performance [3]. Factors Influencing Upcoming Results - Sales growth is expected from products like Vyndaqel, Padcev, and Eliquis, despite challenges from the Inflation Reduction Act (IRA) impacting U.S. revenues [6][8]. - The Primary Care segment is anticipated to see increased revenues from Eliquis, with alliance revenues estimated at $1.94 billion [9]. - Vaccine sales, particularly for Prevnar, are projected to rise, with estimates for Prevnar family sales at $1.79 billion [10]. Segment Expectations - Oncology sales are expected to benefit from higher sales of Xtandi, Lorbrena, and Padcev, while Ibrance sales may decline [12]. - Specialty Care sales of Vyndaqel are likely to remain strong, with estimates at $1.63 billion [13]. Price Performance and Valuation - Pfizer's stock has declined by 8.4% this year, contrasting with a 3.4% increase in the industry [15]. - The stock is trading at a forward price/earnings ratio of 7.75, significantly lower than the industry average of 15.23 [17]. Investment Thesis - Pfizer is recovering from a slowdown, with non-COVID operational revenues improving due to key products and acquisitions [20]. - The company faces challenges from upcoming patent expirations but expects EPS growth despite limited top-line growth [22][23]. - Recent acquisitions, including the proposed buyout of Metsera for $4.9 billion, are expected to enhance Pfizer's pipeline but may weigh on near-term earnings [24][25]. Long-Term Outlook - Long-term investors are encouraged to stay invested due to Pfizer's attractive valuation, high dividend yield, and growth prospects from new drugs and a robust pipeline [26].

Core Insights - AbbVie is facing pressure from the Trump administration for steeper cuts in Medicare drug price negotiations, with discounts potentially reaching up to 79% for certain drugs in 2024 [1] - The company reported a decline in quarterly sales of its aesthetic products, including Botox, which fell by 3.7% year-over-year, leading to a more than 4% drop in AbbVie shares [2] - AbbVie raised its 2025 profit forecast due to strong sales of newer immunology drugs, Skyrizi and Rinvoq, despite challenges in its aesthetics business [4][5] Group 1: Drug Price Negotiations - The Trump administration is advocating for deeper discounts in Medicare drug price negotiations, which are set to take effect in 2027 [2] - Last year, the Biden administration aimed to save $6 billion in 2026 through negotiations on top-selling prescription drugs, with AbbVie's Imbruvica facing a 38% cut [4] Group 2: Financial Performance - AbbVie expects adjusted annual profit per share for 2025 to be between $10.61 and $10.65, an increase from the previous expectation of $10.38 to $10.58 [5] - The company reported quarterly sales of $15.78 billion, surpassing analysts' average estimate of $15.59 billion, and anticipates fourth-quarter net sales of $16.3 billion for 2025 [7] Group 3: Market Challenges - The aesthetics business is experiencing headwinds, with concerns about the economy and inflation affecting customer spending [6][7] - Analysts have expressed concerns that continued weaker performance in the aesthetics segment could impact investor confidence [6]

As Friday, October 31, 2025, progresses into midday trading, the U.S. stock market is showing a mixed but generally positive picture, with major indexes attempting to claw back some of the losses from earlier in the week. Investor sentiment is being shaped by a flurry of strong corporate earnings reports, particularly from the technology sector, alongside ongoing anticipation of future Federal Reserve policy and upcoming economic data. Midday momentum suggests a cautious optimism, as traders digest recent c ...

Core Insights - AbbVie Inc. reported third-quarter 2025 sales of $15.78 billion, exceeding the consensus estimate of $15.59 billion, with a reported sales increase of 9.1% and an operational increase of 8.4% [1] - Adjusted earnings per share were $1.86, down 38% year-over-year, but above the consensus of $1.79 [1] - The company raised its quarterly dividend from $1.64 to $1.73 per share, reflecting confidence in its financial performance [1][2] Sales Performance - The immunology portfolio generated $7.89 billion in global net revenues, up 11.9% (+11.2% operationally), driven by Skyrizi sales of $4.71 billion (+46.8%) and Rinvoq sales of $2.18 billion (+35.3%); however, Humira sales fell to $993 million (-55.4%) [2] - The oncology portfolio saw sales of $1.68 billion, a slight decrease of 0.03% (-1.3%), with Imbruvica revenues at $706 million (-14.8%) and Venclexta revenues at $726 million (+7.1%) [3] - Neuroscience portfolio sales increased by 20.2% to $2.84 billion, with Vraylar revenues at $934 million (+6.7%) and Botox Therapeutics at $985 million (+16.1%) [3] Guidance and Future Outlook - AbbVie raised its fiscal 2025 adjusted earnings guidance to a range of $10.61-$10.65 per share, compared to the previous range of $10.38-$10.58, against a consensus of $10.53 [4] - The updated guidance accounts for a $2.05 per share negative impact from acquired IPR&D and milestone expenses incurred year-to-date [4] Analyst Commentary - Analysts from William Blair noted that AbbVie's immunology and inflammation franchises are exceeding expectations, contributing positively to total revenue growth [5] - There are anticipated growth drivers in the Parkinson's disease franchise and potential from the late-stage ADC portfolio [5] - AbbVie shares are currently trading at 15.8 times the 2026 consensus EPS, which does not fully reflect the company's growth profile, leading to an Outperform rating from analysts [6]

To ensure this doesn’t happen in the future, please enable Javascript and cookies in your browser.If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. ...