When Wall Street turns bearish on a stock, it’s worth paying attention.
These calls stand out because analysts rarely issue grim ratings on companies for fear their firms will lose out in other business lines such as M&A advisory.
As of January 26, 2026, Merck & Co. (NYSE: MRK) stands at the most critical juncture in its 135-year history. Known globally for its dominant oncology franchise and robust vaccine portfolio, the company is currently navigating the "Keytruda Cliff"—the 2028 expiration of patents for its $30 billion-a-year blockbuster. While Merck has spent the last five [...]
The biotechnology sector has always been a high-stakes arena where clinical success can create multi-billion-dollar empires overnight, and a failed negotiation can erase a fifth of a company’s market value in a single trading session. This volatility was on full display in late January 2026 as Revolution Medicines (Nasdaq: RVMD) experienced a dramatic 20% stock [...]
NEW BRUNSWICK, N.J. – Johnson & Johnson (NYSE: JNJ) has signaled a definitive turning point in its corporate evolution, issuing a robust 2026 financial outlook that defies the gravity of the pharmaceutical industry’s most feared obstacle: the "patent cliff." Following a "catapult year" in 2025, the healthcare giant is projecting
As of January 15, 2026, Merck & Co. (NYSE: MRK) has emerged as the standout performer in the pharmaceutical sector, defying the gravity of looming patent expirations with a series of strategic masterstrokes. While many of its "Big Pharma" peers have spent the last 24 months mired in restructuring and integration
The low valuation multiples for value stocks provide a margin of safety that growth stocks rarely offer.
However, the challenge lies in determining whether these cheap assets are genuinely undervalued or simply on sale due to their potentially deteriorating business models.
While the S&P 500 (^GSPC) includes industry leaders, not every stock in the index is a winner.
Some companies are past their prime, weighed down by poor execution, weak financials, or structural headwinds.
For the past two years, the U.S. healthcare sector has been the forgotten stepchild of the equity markets. As the S&P 500 (SPX) surged on the back of an artificial intelligence gold rush and a resilient tech economy, healthcare investors were left nursing a "double-digit hangover." In 2024,
The 44th Annual J.P. Morgan Healthcare Conference opened today in San Francisco with an intensity not seen in years, as the healthcare and technology sectors officially merged their futures. The headline of Day 1 was undoubtedly the announcement of a massive strategic partnership between Eli Lilly and Company (NYSE:
In a move that underscores the tightening intersection between metabolic health and systemic inflammation, Eli Lilly and Company (NYSE: LLY) officially announced on January 7, 2026, its definitive agreement to acquire Ventyx Biosciences (NASDAQ: VTYX) for approximately $1.2 billion. The all-cash transaction, priced at $14.00 per share, represents
The first week of 2026 has set the biotech sector ablaze, with Revolution Medicines (NASDAQ: RVMD) finding itself at the epicenter of a high-stakes acquisition tug-of-war. Shares of the Redwood City-based oncology specialist experienced a roller-coaster session following reports that Big Pharma titan AbbVie (NYSE: ABBV) was in advanced discussions
As the pharmaceutical industry rings in 2026, the landscape of healthcare investment has shifted from cautious recovery to a full-scale acquisition frenzy. Driven by a looming "super-cliff" of patent expirations and the first tangible impacts of the Inflation Reduction Act (IRA), Big Pharma is entering the year with record-high cash
The big news in the drug sector is the emergence of GLP-1 weight loss drugs, but dig deeper, and you'll find relatively cheap industry giants to consider.
