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OPKO Health Pivots to Therapeutics, Eyes Data-Rich 12 to 18 Months
MarketBeat14d agoneutral
OPKO Health Pivots to Therapeutics, Eyes Data-Rich 12 to 18 Months

OPKO Health (NASDAQ:OPK) outlined a strategy to shift its business mix toward therapeutics while continuing to streamline its diagnostics operations, with management highlighting a pipeline of early-stage clinical programs, external collaborations and capital available to fund development. Speaking

Pfizer Stock Or Zoetis: Is The Comeback Worth Paying Up For?
Trefis14d agoneutral
Pfizer Stock Or Zoetis: Is The Comeback Worth Paying Up For?

If you hold Pfizer (PFE) or Zoetis (ZTS), you hold the same idea: a branded medicine becomes a standard of care and keeps earning for years, in people or in animals. That is where it stops. Pfizer is buying replacements for older drugs losing exclusivity. Zoetis is cutting its effective price to keep the franchises it has. Same bet, two opposite defenses.

Why Has AbbVie Gone Quiet About Humira?
Trefis14d agoneutral
Why Has AbbVie Gone Quiet About Humira?

AbbVie (ABBV) has returned 23.3% over the past year, ahead of the S&P 500's (SPY) 18.5%, and the business behind that return has changed shape. Humira, the drug whose decline management once explained, took one sentence on the July 2026 earnings call. What that sentence no longer contains is the part a holder should look at.

Merck Targets $70B Pipeline as It Prepares for KEYTRUDA Exclusivity Loss
MarketBeat14d agoneutral
Merck Targets $70B Pipeline as It Prepares for KEYTRUDA Exclusivity Loss

Merck & Co., Inc. (NYSE:MRK) executives outlined a strategy centered on pipeline investment, new product launches and targeted business development as the company prepares for the eventual loss of exclusivity for KEYTRUDA. Chief Financial Officer Caroline Litchfield said Merck has increased its est

Is AbbVie Stock Too Reliant On Skyrizi?
Trefis16d agoneutral
Is AbbVie Stock Too Reliant On Skyrizi?

AbbVie (ABBV) trades at $256.46, roughly 96% of its 52-week high, after returning 24.1% over the past twelve months against 19.7% for the S&P 500. That price buys a business where about a third of guided 2026 revenue comes from one drug. The market reads that concentration as strength. It is worth reading it the other way too.

What Merck Stopped Saying About GARDASIL Should Change What You Watch
Trefis16d agoneutral
What Merck Stopped Saying About GARDASIL Should Change What You Watch

Merck (MRK) has returned about 85% over the past year and at about $150 trades roughly 4% below its 52-week high. A year ago, management spent earnings calls managing fallout from a steep drop in GARDASIL sales. That problem has left the lead. What management opens with instead is a much larger claim, and it settles years from now.