News
The day at a glance · 3 min read
Mood · Risk-On
+68
Sentiment, −100 to +100
AMGN Product Sales Growth
4%+4%
AMGN Q1 Revenue
$8.62Bup from $8.15B
PFE 1-Year Return
19.7%+19.7%
Key driverPositive Q1 earnings from major healthcare companies with strong product portfolio performance and international expansion driving sector optimism
Daily briefHealthcare· Money365.Market AI ·

Healthcare Q1 Earnings Wave: Strong Growth Across Sectors

Big Pharma reports solid quarters while med-tech shows robust demand; FDA clearances advance device innovation

Big Pharma & Biotech Q1 Performance

Bullish

ABUS Cash Position

$91.5M
BMYAMGNPFEMRNAABUS
Bristol Myers Squibb ($BMY) executives stated the company opened 2026 with solid first-quarter results and continued progress across its growth portfolio, pipeline, and cost discipline initiatives while reaffirming full-year guidance.
Amgen Inc ($AMGN) reported a robust 4% growth in product sales driven by key growth drivers while navigating patent expirations and increased competition, with quarterly revenue reaching $8.62 billion versus $8.15 billion a year earlier and net income of $1.82 billion.
Pfizer ($PFE) closed at $26.70, showing a 19.7% gain over the past year despite longer-term declines of 16.3% and 13.4% over three and five years respectively.
Moderna ($MRNA) released its first quarter 2026 financial results presentation, while Arbutus Biopharma ($ABUS) concluded 2025 in a robust financial position with $91.5 million in cash, cash equivalents, and marketable securities as of December 31, narrowing its annual net loss to $33.5 million.

MedTech & Devices Innovation

Bullish

DXCM Q1 Revenue Growth

15%+15%

DXCM EPS Growth

27%+27%

BTIG Price Target

$80from $85
DXCMABT
DexCom Inc ($DXCM) reported a robust 15% revenue increase driven by international demand and strategic product launches, despite challenges in the US market, exemplifying growth at growth and reasonable price investing with 27% EPS growth.
BTIG cut the price target on $DXCM to $80 from $85 on April 13 while reaffirming a Buy rating on the shares as part of broader medical technology research.
Abbott Laboratories ($ABT) announced on April 28 that it received U.S. Food and Drug Administration clearance and CE Mark for its next-generation Ultreon 3.0 Software, marking a considerable step forward in cardiovascular imaging technology. The medical device sector continues to attract investor attention with strong fundamentals across continuous glucose monitoring and advanced diagnostic platforms.

FDA & Regulatory Developments

Bullish

ABBV Price Target

$234+from $226
ABBVABT
AbbVie Inc ($ABBV) announced on April 27 the submission of an application to the U.S. Food and Drug Administration seeking approval for SKYRIZI for subcutaneous induction for the treatment of adult patients with moderately to severely active Crohn's disease.
Bank of America analyst upgraded $ABBV to Buy from Neutral on April 30, lifting the price target to $234 from $226, with the firm believing concerns around competitive erosion in immunology are overblown based on SKYRIZI strength.
Abbott Laboratories ($ABT) secured both FDA clearance and CE Mark approval for its Ultreon 3.0 Software platform, demonstrating continued regulatory progress for advanced medical technologies. The regulatory environment remains supportive of innovation with multiple clearances and submissions advancing through the approval pipeline.

M&A and Strategic Transactions

Bullish

LLY Obesity Pill Week 3 Scripts

5,612
LLY
Eli Lilly and Company ($LLY) announced on April 27 the signing of a definitive agreement to acquire Ajax, a biopharmaceutical company that develops next-generation JAK inhibitors for patients with myeloproliferative neoplasms, strengthening its specialty medicine portfolio. The company's newly launched oral weight loss drug was prescribed 5,612 times in the U.S. in the third week after its launch according to analysts citing IQVIA data, indicating strong early market adoption. The transaction represents continued consolidation in the specialty pharmaceutical sector as large-cap pharma companies seek to bolster their pipelines through strategic acquisitions of innovative biotech assets.

Looking Ahead

Neutral
GILD
Gilead Sciences ($GILD) announced that its executives will be speaking at the BofA Securities Health Care Conference on Tuesday, May 12 at 2:20 PM Pacific, providing investors with upcoming opportunities to assess strategic priorities. The healthcare sector enters May with positive momentum following a wave of solid first-quarter earnings results across pharmaceuticals, biotechnology, and medical devices. Investors will focus on clinical trial readouts, additional regulatory decisions, and the continued performance of newly launched products including weight loss medications and advanced diagnostic platforms. The balance of cost discipline initiatives against pipeline investments remains a key theme as companies navigate patent expirations while developing next-generation therapies.

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