
As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at therapeutics stocks, starting with Amgen (NASDAQ:AMGN).
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As the craze of earnings season draws to a close, here’s a look back at some of the most exciting (and some less so) results from Q2. Today, we are looking at therapeutics stocks, starting with Amgen (NASDAQ:AMGN).

Eli Lilly (LLY) grew revenue 49.6% over the last twelve months, the fastest of the six companies in its peer group. It also runs the group's widest operating margin, at 49.7%. Yet its 53.4% stock return ranks only third, behind Merck and Johnson & Johnson, which both grew far more slowly. The open question is how long Mounjaro and Zepbound can carry a lead the stock has not matched.

Holding blue-chip Dow dividend payers in a taxable account quietly hands the IRS a cut of every reinvested dollar, year after year, and the compounding cost over two decades is far steeper than most investors expect.

Amgen recently reported positive topline Phase 3 OASIZ 301 results for dazodalibep in adults with moderate-to-severe systemic Sjögren’s disease, showing statistically significant and clinically meaningful ESSDAI improvements sustained through Week 48 with generally mild to moderate side effects. Because there are currently no approved disease‑modifying therapies for persistent systemic Sjögren’s, this potential first‑in‑class CD40L antagonist could address an important unmet treatment...

Amgen Inc (NASDAQ:AMGN, XETRA:AMG)'s price target was raised to $410 from $367 by Jefferies after dazodalibep delivered positive Phase 3 results in patients with systemic Sjögren's disease. Jefferies said the drug, a CD40L antagonist, achieved a statistically significant and clinically...

Viking Therapeutics shares jumped 36% after VK2735 maintenance data showed patients kept most weight loss on less frequent dosing, though Phase 3 results and commercial funding remain unresolved.

Amgen's dazodalibep meets its primary goal in a Phase III study, showing sustained improvement in systemic Sjogren's disease activity through week 48.
Key Stats for Novo Nordisk StockPrice change for Novo Nordisk stock in last 1 year: -35%$NVO Stock Price as of Sep. 22: $3952-Week High: $64$NVO Stock Price Target: $47What Happened?Novo Nordisk (NVO) stock dropped sharply on Monday after the company laid out new long-term goals that failed to convince investors it can hold its ground against fast-growing rivals in the weight loss drug market.
Key Stats for Amgen StockPrice change for Amgen stock in last 1 year: 43%$AMGN Stock Price as of Sep. 22: $41052-Week High: $447$AMGN Stock Price Target: $388What Happened?Amgen (AMGN) stock rose after the company shared positive Phase 3 trial results.
(Updates with index/price moves and comments from the first paragraph.) US equity indexes ended m
Healthcare stocks rose late Tuesday afternoon, with the NYSE Healthcare Index adding 0.5% and the St
Dazodalibep, acquired in Amgen’s big buyout of Horizon Therapeutics, succeeded in the first of two late-stage trials against the tough-to-treat autoimmune disorder.
In a trial in patients with Sjögren’s disease, Amgen’s dazodalibep produced a statistically significant and clinically meaningful improvement on a standard score of how the disease affects organs and systems.

Amgen (NasdaqGS:AMGN) reported positive Phase 3 trial results for dazodalibep in Sjögren's disease, targeting a major unmet autoimmune need. The company described dazodalibep as a potential first-in-class therapy, following successful outcomes in patients with Sjögren's disease. Amgen received an FDA label update for IMDELLTRA in extensive-stage small cell lung cancer, reducing recommended patient monitoring times. The dazodalibep Phase 3 success and IMDELLTRA monitoring change both reshape...
(Updates with index/price moves and company/geopolitical news from the first paragraph.) US equit

The S&P 500 Index ($SPX ) (SPY ) is up by +0.09% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -0.13%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is up +0.52%. December E-mini S&P futures (ESZ26 ) are up +0.05%, and December E-mini...

Amgen stock bounded above its 50-day line Tuesday after publishing promising results for its experimental Sjogren's treatment.

Stock Market Today: The Dow Jones index rises on U.S.-Iran peace hopes Tuesday as oil prices and Treasury yields continue to fall.

A private meeting with Amgen management left Morgan Stanley with a very different read than the broader market’s.

VEEV expands its decade-long Amgen partnership with a global Vault CRM rollout, reinforcing enterprise adoption and commercial subscription growth.

Novo Nordisk (NYSE:NVO), the Danish drugmaker, saw its US-listed shares fall over 7% to $39.82 on Monday after new long-term targets failed to ease investor concerns about competition in the weight-loss drug market. The company said it aims to launch more than five multi-blockbuster drugs by...

AMD's AI infrastructure demand is broadening as EPYC CPUs and Instinct accelerators gain traction, while Helios ramps and multigigawatt commitments boost visibility.

Stock Market Today: The Dow Jones index rallies 450 points Monday as oil prices and Treasury yields drop. Nvidia stock continues to climb.

Both Amgen and Merck write quarterly checks and raise them every year, but only one has the portfolio depth to keep growing that payout through the next brutal round of patent expirations. The answer may surprise investors who have been watching Merck's blockbuster momentum.

Amgen’s updated analyst model now points to a fair value price target of US$388.03, compared with the prior US$371.93. This provides a slightly higher anchor for how the stock is being valued today. This shift comes as recent research highlights a split view, with some analysts focusing on strong commercial execution and others stressing that questions around patents and the pipeline may already be reflected in the share price. As you read on, you will see how to interpret these moving...

In the most recent trading session, Amgen (AMGN) closed at $385.65, indicating a +1.55% shift from the previous trading day.

Eli Lilly (LLY) trades near $1,150, up about 52% over the past year, and is now worth more than a trillion dollars. At that size the easy read is that the big money has been made. But Lilly has barely started selling Foundayo, its oral obesity medicine, outside the United States. So how much is left? The scenario below starts from Lilly's own trailing numbers, but the growth, margin, and multiple it assumes are ours. It is not a forecast and not a price target.
AMD, Linde and Amgen highlight AI demand, contracted growth and drug launches, while supply, margin and pipeline risks remain key factors.

On September 8, 2026, CNBC reported that Novartis’ failed pelacarsen trial has raised the stakes for rival experimental cholesterol drugs from Amgen Inc. (NASDAQ:AMGN) and Eli Lilly and Company (NYSE:LLY), both of which are racing to prove that lowering lipoprotein(a), or Lp(a). It can meaningfully reduce heart attacks and strokes. Analysts said Amgen’s olpasiran faces […]

Eli Lilly (LLY) grew revenue 48% in Q2 2026, driven by Zepbound and Mounjaro. A more understated metric for investors to watch is pricing. Lilly's U.S. price fell 9% from a year earlier, excluding changes to rebate estimates. So far, volume covers that cut. The risk is the quarter it cannot.
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