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Apr 19, 2026
Healthcare stocks were described as a defensive sector facing 2026 reimbursement headwinds, while capex rankings showed HCA Healthcare, Johnson & Johnson and Merck at the top. The sources also highlighted how capex differs across providers, device makers and drug developers.
Apr 07, 2026
Biopharma companies are increasingly outsourcing FDA-approved drug manufacturing to Europe despite 15% U.S. tariffs, with Europe recording triple the U.S. deal volume in 2025. Simultaneously, nearly half of pharma companies offshored R&D activities last year, citing talent access and lower costs. Major investments by companies like Novo Nordisk, Eli Lilly, and AstraZeneca highlight the ongoing shift of pharmaceutical operations overseas.
Apr 03, 2026
President Trump imposes 100% tariffs on imported branded drugs from companies refusing price cuts or U.S. production moves. Sixteen major pharmaceutical firms have secured tariff exemptions by agreeing to align U.S. prices with other developed nations and invest in domestic manufacturing. The policy aims to reduce prescription drug costs and rebuild domestic pharmaceutical production capacity.
Apr 01, 2026
Market analysis reports project substantial growth through 2033 across sarcopenia treatments, oncology injection drugs, and ASO-based therapies. Major pharmaceutical companies including Pfizer, Merck, Roche, Novartis, and Amgen feature prominently across all three therapeutic areas. The reports cover market segmentation, geographic analysis, and competitive landscapes for each sector.
Mar 31, 2026
Pharmaceutical companies are delaying European drug launches due to uncertainty over U.S. pricing policies under President Trump. New drug launches in EU markets fell 35% following Trump's executive order on international reference pricing. Companies fear lower European prices could undermine their ability to maintain higher prices in the $700 billion U.S. market.
Mar 26, 2026
Merck will acquire Terns Pharmaceuticals for $6.7 billion to bolster its cancer pipeline ahead of Keytruda's 2028 patent expiration. The deal gives Merck access to TERN-701, an oral tyrosine kinase inhibitor for chronic myeloid leukemia. Merck projects over $70 billion in commercial opportunities from its pipeline by the mid-2030s.
Mar 23, 2026
The FDA has approved a monthly subcutaneous dosing schedule for Johnson & Johnson's Rybrevant Faspro for EGFR-mutated NSCLC, based on PALOMA-2 trial data showing 82-87% response rates. The approval follows the drug's initial biweekly dosing approval in December 2025 and offers reduced administration time and reactions compared to intravenous delivery.
Mar 23, 2026
The global orphan drugs market is projected to grow from $223.76 billion in 2023 to $486.51 billion by 2032, with North America leading at 38% market share. Over 500 orphan drugs are approved with more than 800 candidates in clinical trials, driven by regulatory incentives and major pharmaceutical company investments in rare disease therapies.
Mar 22, 2026
Over 20 pharmaceutical companies are developing therapies for HER2-positive gastric cancer, with multiple Phase III trials launched in March 2026 testing novel combination treatments for advanced disease.
Mar 20, 2026
AstraZeneca announced positive Phase III trial results for Breztri Aerosphere in uncontrolled asthma patients, showing statistically significant improvements over dual-combination therapies. Deutsche Bank maintained a Sell rating with a £115 price target.
Mar 20, 2026
The multiple myeloma treatment landscape is rapidly expanding with over 75 companies developing 80+ pipeline therapies, while clinicians navigate evolving questions about transplant timing, quadruplet regimens, and minimal residual disease testing in newly diagnosed patients.
Mar 20, 2026
Recent developments in breast cancer treatment include new clinical trials for advanced disease, findings on CDK4/6 inhibitor sequencing, and discovery of genetic markers explaining drug resistance in HER2-positive breast cancer.
Mar 19, 2026
Global pharmaceutical R&D deal values surged 49% to $86.7 billion in 2025 as companies concentrate investments in AI-powered drug discovery platforms, with average deal sizes reaching a record $1.16 billion despite fewer total partnerships.
Mar 19, 2026
Analysis shows around a third of 54 drugs on TrumpRx.gov are cheaper in the UK, while the platform offers significant savings primarily for obesity and fertility drugs not typically covered by insurance.
Mar 17, 2026
Global orphan drug sales are forecast to reach $409 billion by 2032, representing one-fifth of prescription drug sales, with Johnson & Johnson and Argenx leading the market amid regulatory uncertainty.
Mar 16, 2026
Multiple institutional investors expanded their positions in AstraZeneca during the third quarter of 2025, with several funds increasing holdings by over 100% according to SEC filings.
Mar 12, 2026
The global radioligand therapy market is projected to grow from $2.6 billion in 2025 to $4.8 billion by 2030 at 13.1% CAGR, driven by FDA label expansions, earlier-line treatment positioning, and substantial private investment in isotope production infrastructure.
Mar 11, 2026
Recent studies demonstrate zanubrutinib delivers higher response rates, longer treatment persistence, and lower healthcare costs compared to acalabrutinib and ibrutinib across multiple B-cell malignancies, with particularly strong benefits in high-risk populations.
Mar 11, 2026
AstraZeneca terminated its Phase I/IIa trial of AZD0022 for KRASG12D-mutant cancers, withdrew a planned saruparib ovarian cancer platform study, and completed a real-world non-small cell lung cancer treatment review.
Mar 10, 2026
AstraZeneca won a Federal Court injunction blocking Pharmacor from selling generic dapagliflozin products in Australia until a full patent trial. The patent expires October 22, 2027.
