Notícias

Morgan Stanley just reframed the revenue story for Tempus AI in a way that management's own guidance never fully captured, and the market is now scrambling to catch up with what reimbursement clarity actually means for the bottom line.

Moderna has nearly tripled in a single month without a single new trial result or analyst upgrade to explain Thursday's continued surge, and the one clue hiding in a quiet peer stock reveals exactly what kind of bet the market is actually making.

AbbVie (ABBV) is trading within about one percent of its 52-week high after gaining roughly 24% over the past year, well ahead of the S&P 500. That price rests on two drugs, SKYRIZI above all, growing faster than 20% year over year while the company's older medicines shrink. The biggest risk to the stock makes no noise. It is the chance that this engine slows while the price assumes it cannot.

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. The letter can be downloaded here. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints […]

With $124 trillion set to move in the Great Wealth Transfer, these wealth-building stocks can help you leave something behind for your kids.

Pfizer (PFE) trades at about 95% of its 52-week high. The business that has to justify that price, the medicines it has launched and acquired, is still only about a fifth of the company. The stock returned roughly 24% over the past year against about 17% for the S&P 500, so investors have so far given the handoff the benefit of the doubt. It is a large bet on a small slice.

Johnson & Johnson (JNJ) has been a rewarding stock to hold, up about 53% over the past year against about 17% for the S&P 500. The change worth noticing over that stretch is quieter than the price. Management said sales still rose 5.6% despite a STELARA drag of about 460 basis points. Management is encouraging investors to evaluate the company's underlying momentum by presenting growth rates that exclude STELARA alongside its reported figures.

The bank's peak sales estimate for laroprovstat sits 30% above consensus

Merck is beating the market year-to-date after a jump on positive Phase 3 data, while paying an annualized dividend of about $3.40 for a yield above 2.3%.

In early September 2026, Merck & Co., Inc. deepened its innovation push through multiple investor conferences and a new clinical trial collaboration in which Perspective Therapeutics announced it will test its targeted alpha therapy [212Pb]PSV359 with Merck’s immunotherapy Keytruda in certain FAP-a–expressing lung and colorectal cancers. At the same time, Merck partnered with The Hashgraph Group and PwC Germany on a cocoa traceability pilot that links its M-Trust physical authentication...

A powerful drug pipeline is fueling a stock trend that ranks in the top 6% of US stocks worth more than $1 billion, but the ticket price for investors is steep and the clock is ticking on its biggest star.

Cancer progress, a broader pipeline and vaccine expansion help MRNA rebuild beyond COVID-19, but can oncology drive its next growth phase?

IMCR achieves target enrollment in the phase III TEBE-AM study investigating Kimmtrak in previously treated patients with advanced melanoma.

By Karen Roman Slate Medicines Inc. said it appointed Kenneth Koblan, PhD, as its new Chief Scientific Officer, having previously served as Head of Research and Development at Vesalius Therapeutics, and at Sumitomo Pharma America as Chief Scientific Officer and Head of Development Operations. Dr. Koblan is a biopharmaceutical R&D leader with more than 30 years […] The post Slate Medicines Names Kenneth Koblan as Chief Scientific Officer appeared first on ExecEdge.

Eli Lilly and Merck both reported second quarter earnings, and the contrast could not be sharper. One company is compounding a franchise that keeps widening, while the other is racing to patch a hole before a patent cliff arrives.

Merck & Co Inc (NYSE:MRK) recently announced a total dividend of $0.85 per share, with the ex-dividend date set for 2026-09-15. This amount includes a $0.85 per share cash dividend payable on 2026-10-07. As investors look forward to this upcoming payment, the spotlight also shines on the company's dividend history, yield, and growth rates.

GSK (GSK) agreed to acquire global rights to an experimental T-cell engager therapy for multiple mye

Merck & Co., Inc. (NYSE:MRK) Chairman and CEO Rob Davis said the company’s “transformation is underway,” citing progress across product launches, clinical data readouts, business development and its Animal Health segment during a Morgan Stanley discussion. Davis said recent pipeline readouts ha

Eli Lilly (LLY) trades near $1,120, about 13% below the high it set in August, and the question is whether to step in. The stock's record after sharp falls is clean but short. That record asks for the better part of a year and more pain before it pays. And this fall is not the kind of fall that record is built on.

Pfizer (PFE) throws off free cash worth 7.0% of its market value a year, against 4.4% for the median S&P 500 company. Everything turns on whether the cash holds. Management's answer is a wait: it says it is well positioned to return to growth from 2029 onward. A 6.2% dividend yield over the past twelve months is what that wait pays.

As dueling data emerge between their drug ivonescimab and a rival Merck medication, Summit and Akeso revealed new findings that impressed Wall Street.

Moderna (NASDAQ:MRNA) President Stephen Hoge said the company’s recently announced positive Phase III results for its investigational personalized cancer vaccine, intismeran, in adjuvant melanoma support a broader effort to use T-cell priming in multiple tumor types. Speaking at a Morgan Stanley ev

PGEN's Papzimeos is driving strong early sales, while European expansion and pipeline progress could shape the stock's growth outlook.

PFE faces COVID revenue declines and a patent cliff, but new products, acquisitions and a strong pipeline could fuel growth from 2029.

Eli Lilly shed billions in market value over the past month while its underlying business kept breaking records, and now one major Wall Street firm sees a setup that almost never appears in a stock this dominant.

Discussing his fantasy roster on the September 8 episode of Mad Money, Jim Cramer turned his focus to pharmaceutical giant Merck & Co., Inc. (NYSE:MRK) to support his defense and special teams unit, as he remarked: Beyond the offense, there’s a spot on your roster for something called a defense/special teams pick in fantasy football. […]

Income seekers can't go wrong with these companies.

AbbVie (ABBV) grew revenue 10.4% over the past twelve months and turned 33.9% of it into operating profit, second only to Eli Lilly among its peers on both counts. Its stock returned 24.9% over the same twelve months, fifth of the six. What the business delivered and what the market paid for it have come apart.

Moderna just surged 8% on a morning when its closest cancer-vaccine peer barely budged and its own pipeline partner slipped into the red, and no announcement, trial readout, or analyst call explains why.

Merck is expanding its pipeline and newer drug portfolio to offset Keytruda's 2028 LOE and drive long-term growth.