Positive evERA data make giredestrant a real contender in HR+/HER2– breast cancer. Late-line use points to ~$1B peak; earlier-line wins could multiply that.
Novo’s Wegovy pill matches injection in weight loss, widening access as rivals like Lilly push oral GLP-1s in a fast-heating obesity race.
Artificial intelligence is moving from hype to lab bench, reshaping drug discovery, trial design, and pharma’s regulatory playbook.
Galderma rides the GLP-1 “face” wave, bets on Relfydess launch and China expansion to take share from AbbVie in aesthetics.
Agilent’s lab tools franchise rests on regulatory trust and costly recertification, but its new CDMO arm in genetic medicines offers investors a kicker.
At a Baird investor event, Alcon CEO David Endicott framed the next 24–36 months as “dynamic” but messy: seven launches in flight, five acquisitions in ~18 months, and a full-fleet refresh anchored by the new Unity platform. The company intends to replace its ~30,000 installed cataract/refractive systems
Roche rarely dominates headlines like the GLP‑1 frontrunners, yet the Swiss pharma-and-diagnostics giant is quietly rewriting its growth story.
The Danish drugmaker built the modern market for obesity treatments—then let rival Eli Lilly steal the next big step.
Why Western governments are rethinking rock‑bottom drug prices in a world no longer sure of its supply chains
President Donald Trump has reopened the political and commercial shooting war between pharmacy‑benefit managers and the drug makers they help police, signing a string of executive orders designed to prise open one of America’s most opaque supply chains and deliver cheaper medicines to voters weary of triple‑digit
Investors who can stomach a few quarters of volatility should treat Novo’s recent stumbles as the sort of discount that doesn’t linger long in obesity’s gold rush.
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