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BMS is the latest major drugmaker to tap Nvidia for more computing power, betting that larger models and AI agents can speed drug discovery.
In early August 2026, CVS Health reported second-quarter results showing higher sales of US$35,117 million and revenue of US$106.10 billion, alongside net income of US$2,979 million and materially higher earnings per share versus a year earlier. On the same day, CVS Health also raised its 2026 earnings guidance and expanded its GLP-1 weight management offering through a new collaboration with Eli Lilly, underscoring how integrated pharmacy, insurance and care-delivery assets can be combined...
The drugmaker continues to face headwinds.
The FDA approved the first drug to treat a root cause of narcolepsy, which could help other sleep conditions as well.
The real opportunity extends well beyond prescription delivery
Eli Lilly recently reported that second-quarter 2026 sales rose to about US$23.0 billion with net income of roughly US$7.10 billion, and the company raised its full-year 2026 revenue guidance to US$85.0 billion–US$87.0 billion from US$82.0 billion–US$85.0 billion. Management attributed this step-up in outlook largely to surging demand for its GLP-1 diabetes and weight-loss portfolio, reinforcing how central these products have become to Lilly’s overall earnings power. With Lilly lifting 2026...
Eligible patients can access Wegovy, Zepbound and Foundayo for $50 per month through Amazon Pharmacy.
ABBV falls after cutting its 2026 EPS outlook to reflect the Apogee deal, despite strong Q2 results, higher revenue guidance and growth from key medicines.
Eli Lilly just posted revenue growth near 50% and crushed earnings estimates, yet the stock barely moved. There is a specific price target for 2027 that Wall Street analysts are only beginning to catch up to, and the math behind it changes the entire valuation story.
Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month.
Lilly lifts its 2026 outlook as Foundayo adoption accelerates, Medicare expands obesity access and retatrutide advances toward a 2027 filing.
A clinical trial failure and U.S. competition have been tough for the Danish pharmaceutical firm. CFO Karsten Munk says the company is doubling down on innovation and its weight loss pills as it looks towards its next stage of growth.
Reporting 91% growth for Mounjaro, Lilly widened the gap to cardiometabolic rival Novo Nordisk.
1655 GMT – Eli Lilly CEO David Ricks says on CNBC that Foundayo—the company’s recently launched once-daily GLP-1 pill—is expanding the market, not cannibalizing it even though it’s offered at lower prices. At the same time, access to weight-loss treatments continues to expand, further increasing the total addressable market, Ricks says. Eli Lilly is up 3%.
Eli Lilly's market-beating performance has done little to temper Wall Street's optimism, with analysts continuing to see meaningful upside in the stock.
U.S. stock markets closed mixed on Wednesday halting the August rally.
Eli Lilly and Company will release its second-quarter earnings report before the opening bell on Wednesday, Aug. 5. Analysts expect the company to report quarterly earnings of $6.58 per share, up from $6.31 per share in the year-ago period. The...
Moby summary of Eli Lilly and Company's Q2 2026 earnings call
As investors look to balance growth opportunities with defensive positioning, Acadia Pharmaceuticals, CVS Health, and Eli Lilly stand out as healthcare names combining resilient business models with strong earnings momentum.
Demand for the healthcare leader's weight-loss drugs continues to rise.
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Moby summary of Charles River Laboratories International, Inc.'s Q2 2026 earnings call
Eli Lilly and Co (LLY) raises full-year 2026 guidance after Q2 revenue jumps 48%, driven by blockbuster incretin sales and strong international expansion.
Eli Lilly raised its revenue outlook after Mounjaro and Zepbound generated nearly two-thirds of quarterly sales.
Healthcare stocks were higher late Wednesday afternoon, with the NYSE Healthcare Index and the State
Key takeawaysEli Lilly’s second-quarter revenue surged 48 per cent to US$22. 97 billion, beating Wall Street expectations by more than US$2 billion.
A few sectors have dominated the market this year, and healthcare isn’t one of them. Many stocks in the sector look ready to gain.