Key Takeaways Amgen acquired Dark Blue Therapeutics for about $840M, strengthening its oncology pipeline.AMGN gains a preclinical small-molecule degrader targeting MLLT1/3 proteins tied to certain AML types.Amgen has no marketed AML therapy, but sells Blincyto for ALL and has early AML bispecifics.Amgen (AMGN) announced that it has acquired U.K.-based private biotech company, Dark Blue Therapeutics, for approximately $840 million.The acquisition will strengthen Amgen’s oncology pipeline by adding Dark Blue’ ...

Merck & Co., Inc. (MRK), based in Rahway, New Jersey, is a healthcare company. Valued at $264.2 billion by market cap, the company delivers health solutions through its prescription medicines, vaccines, biologic therapies, animal health, and consumer care products, which it markets directly and through its joint ventures. The pharmaceutical giant is expected to announce its fiscal fourth-quarter earnings for 2025 before the market opens on Tuesday, Feb. 3. Ahead of the event, analysts expect MRK to repor ...

来源：市场资讯 （来源：求实药社） Sotatercept的早期成绩单确实足以让默沙东挺直腰杆。据财报数据，该药于2024年3月在美国首发，当年 即斩获 4.19亿美元；进入2025年，仅Q2单季度销售额便飙升至 3.36亿美元。这意味着，在上市不足两 年的时间内，它已实质性锁定了"十亿美元重磅炸弹"席位。在近期上市的心血管及罕见病药物中，这种 爬坡速度堪称"梦幻开局"。 2026年1月5日，默沙东宣布欣瑞来®（Sotatercept）在中国获批。这标志着2021年那笔耗资115亿美元收 购Acceleron的交易，终于在全球第二大医药市场完成了监管准入的闭环。 五年前，当默沙东以高溢价押注尚在III期的Sotatercept时，市场争议的核心在于：单一资产的风险敞口 是否过大？ 如今，随着该药在美欧日中全面落地，并在上市次年迈向"十亿美元"门槛，默沙东初步验证了其BD团 队对后期资产成药性的判断。然而，剥离掉资本市场的喧嚣，我们需要清醒地认识到：Sotatercept并非 下一个Keytruda，它更像是默沙东在"后K药时代"为平滑专利悬崖而精心配置的一块重要拼图，而非唯 一的救世主。 一、 战略定位修正： ...

Key Points Pfizer's oncology ambitions could start to take shape next year. The drugmaker is also likely to make progress in the weight-loss market. It might take a while longer, but Pfizer is on the path to recovery. 10 stocks we like better than Pfizer › Is 2026 the year Pfizer (NYSE: PFE) finally turns things around? The company has been struggling over the past few years due to poor financial results and looming patent cliffs. However, it has also made important moves that might start to pay ...

Key Takeaways BMY's growth portfolio rose 17% in the first nine months, while legacy drug sales fell 16% on generics.BMY's Opdivo momentum and Qvantig approval support projected high single- to low double-digit growth.BMY's Reblozyl topped a $2B run rate, Breyanzi passed $1B, while legacy drugs still made up 47% of sales.Bristol Myers Squibb’s (BMY) performance in 2025 reflects an ongoing transition in its revenue base, with growth from newer products partially offsetting continued declines in legacy drugs. ...

Merck & Co., Inc. (NYSE:MRK) is included among the 14 Best Pharma Dividend Stocks to Buy in 2026. FDA Fast-Tracks Two Merck (MRK) Drugs With Blockbuster Potential On December 17, the US Food and Drug Administration moved to fast-track reviews of two experimental Merck & Co., Inc. (NYSE:MRK) drugs with multibillion-dollar potential, according to internal documents seen by Reuters. Merck’s cholesterol pill enlicitide decanoate and its cancer therapy sacituzumab tirumotecan, also known as sac-TMT, were sel ...

Core Insights - Dividend-paying stocks provide a predictable income stream and can help cushion portfolios during market volatility, making them attractive for investors seeking steady income and long-term wealth creation [1][2] Industry Overview - Large pharmaceutical companies are highlighted as dividend-friendly investments due to their stable cash flows, resilient demand for essential medicines, and diversified product portfolios, which support consistent shareholder returns [3] - The pharmaceutical sector is largely insulated from economic cycles, driven by the ongoing need for innovative medical treatments [3] Market Dynamics - Recent drug pricing agreements between large drugmakers and the government indicate a more cooperative relationship, which may lead to broader patient access and higher prescription volumes, potentially offsetting short-term profit impacts from reduced drug prices [4] - Innovation in high-growth areas such as obesity, gene therapy, inflammation, and neuroscience is expected to drive industry growth, with M&A activity likely focusing on selective, innovation-driven biotech acquisitions [5] Company Highlights - **Johnson & Johnson (JNJ)**: Recognized for its financial strength with an 'AAA' credit rating, JNJ has a current dividend yield of 2.50% and a five-year dividend growth rate of 5.39%. The company expects its Innovative Medicine business to grow 5% to 7% from 2025 to 2030, with oncology sales projected to exceed $50 billion by the end of the decade [7][8][10] - **AbbVie (ABBV)**: Known for its robust dividend profile, ABBV has a current dividend yield of 2.85% and a five-year dividend growth rate of 6.14%. The company anticipates a high single-digit revenue CAGR through 2029, supported by strong demand for its immunology therapies [12][13][14] - **Merck (MRK)**: With a strong oncology portfolio, Merck has a current dividend yield of 3.18% and a five-year dividend growth rate of 5.43%. The company plans to launch around 20 new vaccines and drugs in the coming years, addressing concerns about the upcoming loss of exclusivity for its key drug, Keytruda [15][16][17]

High-rolling investors have positioned themselves bullish on Merck & Co (NYSE:MRK), and it's important for retail traders to take note.\This activity came to our attention today through Benzinga's tracking of publicly available options data. The identities of these investors are uncertain, but such a significant move in MRK often signals that someone has privileged information.Today, Benzinga's options scanner spotted 9 options trades for Merck & Co. This is not a typical pattern.The sentiment among these m ...

Shares of Greenwich LifeSciences Inc. (GLSI) have been on a tear over the past ten days as the clinical-stage biotech pushes ahead with its financing strategy and prepares to implement risk-reducing modifications to the phase III trial of its investigational breast cancer immunotherapy, GLSI-100, upon the regulatory go-ahead.GLSI-100 is a combination of GP2 peptide vaccine and GM-CSF, an immune system booster, which is designed to help the body recognize and fight cancer cells that express the HER2/neu pro ...

Core Insights - Johnson & Johnson (J&J) has a strong R&D pipeline focused on immunology, oncology, and neuroscience, with significant advancements in 2025 [1][2][8] Pipeline and Product Approvals - J&J has achieved major clinical and regulatory milestones, including approvals for Inlexzoh/TAR-200 for high-risk non-muscle invasive bladder cancer and Imaavy (nipocalimab) for generalized myasthenia gravis [2][11] - Nipocalimab is being evaluated for various immune-mediated conditions and is considered to have pipeline-in-a-product potential [3] - Regulatory applications for icotrokinra, an oral treatment for moderate-to-severe plaque psoriasis, have been filed in the US and EU [4] - J&J's new cancer drugs, including Carvykti, Tecvayli, and Talvey, generated $2.14 billion in sales in the first nine months of 2025 [5][11] Strategic Acquisitions and Expansions - The acquisition of Intra-Cellular Therapies added Caplyta, an antidepressant, to J&J's neuroscience portfolio [6] - J&J aims to expand the indications of currently marketed products, with recent approvals for Tremfya, Rybrevant, and Caplyta [7] Long-term Growth Potential - J&J's pipeline execution and recent product approvals position the company for sustained growth beyond short-term pressures, with multiple late-stage assets and significant sales potential across its Innovative Medicine portfolio [8] Competitive Landscape - J&J faces competition in the oncology space from major players like Pfizer, AstraZeneca, Merck, and Bristol-Myers, each with strong oncology portfolios and growth in sales [9][10][12][13][14] Financial Performance and Valuation - J&J's shares have outperformed the industry, rising 42.8% over the past year compared to a 17.5% increase for the industry [15] - The company's shares trade at a price/earnings ratio of 18.09, slightly above the industry average of 17.59 and its five-year mean of 15.65 [18] - The Zacks Consensus Estimate for 2025 earnings has increased from $10.86 to $10.87 per share, indicating positive earnings revisions [20]