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Pharmaceutical Sector Q4 Earnings Mixed; XPH ETF Posts 29% One-Year Return

Apr 29, 2026

Q4 earnings were mixed across 17 tracked pharmaceutical companies. Elanco and ANI Pharmaceuticals beat revenue estimates, while Corcept and Amphastar missed. The XPH pharma ETF posted a 29% one-year return but significantly lagged the S&P 500 over five and ten years.

Roche Claims Pharma's Largest GPU Footprint with 3,500 Blackwell Chips

Mar 17, 2026

Roche deployed 2,176 new NVIDIA Blackwell GPUs, bringing its total above 3,500 chips across on-premise and cloud infrastructure. The expansion follows Eli Lilly's 1,016-GPU supercomputer launch and Recursion's 504-GPU system unveiled in 2024.