News
The day at a glance · 4 min read
Mood · Mixed
+15
Sentiment, −100 to +100
Silence Therapeutics premium
130%
AbbVie 2026 YTD
24%
Pfizer YTD return (incl. div)
23.0%
Key driverRegulatory approvals and M&A activity offset by analyst bearishness on Big Pharma dividend stocks
Daily briefHealthcare· Money365.Market AI ·

Gilead FDA Wins, Merck $1.3B RNAi Deal Lead Busy Monday

Multiple Gilead approvals advance HIV and oncology franchises; German Merck buys Silence Therapeutics at 130% premium

Big Pharma & Biotech

Neutral

Amgen dividend yield

2.5%
GILDMRKABBVPFEAMGN
01GILD▼ -2.00%
Gilead Sciences (GILD) secured multiple FDA decisions, including approval for the Bixlenvo HIV regimen, a label expansion for Trodelvy in first-line metastatic triple-negative breast cancer, and approval for Hepcludex for chronic hepatitis delta. The company is also preparing to share new data across HIV and antiviral programs at IDWeek 2026. These regulatory milestones arrive as Gilead Sciences absorbs acquired research costs that led to a reported loss of $3.24 billion over the twelve months.
02MRK▼ -1.59%
Merck KGaA (MRK) agreed to acquire Silence Therapeutics in an all-cash transaction offering a 130% premium, sending Silence shares up more than 100%. The deal positions the German pharmaceutical giant in the RNAi therapeutics space. Separately, Merck & Co raised its 2026 sales outlook and continues to compete with Amgen on dividend growth trajectories.
03ABBV
AbbVie (ABBV) presented primary Phase 2a results for ABBV-466, its investigational two-drug Crohn's disease combination, at a gastroenterology meeting in Barcelona. The combination topped AbbVie's Skyrizi alone in the trial. The stock traded at $282.68 with a street target of approximately $283 and analyst mid-target near $367, representing potential total return of approximately 30%. AbbVie shares have risen 24% in 2026.
04PFE
Pfizer (PFE) spent 2026 stacking cancer headlines, from fresh breast cancer approvals to a multibillion-dollar oncology alliance, even as quarterly profit swung from a $2,885 million gain to a loss and net margin moved from 19.7% to 1.7% in the red. Investors who held Pfizer from the start of the year saw a 23.0% return, including dividends.
05
Pfizer appointed former Chief Scientific Officer and President of Worldwide Research, Development and Medical Mikael Dolsten to the board of Maxion Therapeutics, which is developing antibody-based KnotBody drugs for ion channel- and GPCR-driven diseases.
06AMGN▼ -1.75%
Amgen (AMGN) recently reported a 10% rise in second-quarter revenue, continued to beat earnings and sales estimates, and maintained a dividend yield of 2.5% with annual increases of 8% from 2020 to 2025. The combination of consistent estimate beats, modest upward earnings revisions, and faster dividend growth than Merck signals a business leaning on disciplined capital returns as well as expanding newer therapies.

MedTech & Devices

Neutral

ISRG expected rev growth

15.6%

ISRG prior-year Q growth

22.9%
ABTISRG
01ABT
Abbott Laboratories (ABT) is among the companies profiled in a new market report on the U.S. wireless cardiac monitoring systems market, alongside Philips, iRhythm Technologies, Medtronic, and Biotronik. The U.S. wireless cardiac monitoring systems market was valued at an estimated $2.4 billion, with expanding reimbursement, telehealth integration, and AI-enabled wearables accelerating outpatient and home-based cardiac monitoring adoption.
02
Abbott Laboratories has attracted attention from prominent investors; President Trump bought between $1 million and $5 million of Abbott shares, and the stock also ranked among billionaire Ken Griffin's top picks.
03ISRG
Intuitive Surgical (ISRG) is set to report earnings after market close, with the market expecting 15.6% year-on-year revenue growth compared with 22.9% in the same quarter last year and analyst forecasts largely unchanged heading into the release. The key question now is how Intuitive Surgical's leadership in robotic surgery and debt-free balance sheet interact with moderating top-line expectations as the installed base and procedure mix evolve.

Analyst Sentiment & Market Positioning

Bearish

Materials-analysis market 2025

$738 million

Materials-analysis forecast 2032

$1 billion
BMYLLYTMO
01BMY▼ -1.54%
Bristol Myers Squibb (BMY) and Eli Lilly (LLY) drew bearish attention, with Wall Street's bearish price targets signaling serious concerns. Such forecasts are uncommon in an industry where maintaining cordial corporate relationships often trumps delivering hard truth.
02
Eli Lilly closed at $1, marking a decline of 1.33% from the previous session.
03TMO
Thermo Fisher Scientific (TMO) is set to report earnings Wednesday before the bell. The life sciences company is also among those profiled in a global strategic business report on EDS, WDS, EBSD, and micro-XRF instruments, a market projected to grow from $738 million in 2025 to $1 billion by 2032, with quality demands in chips and aerospace lifting materials-analysis instruments.

Looking Ahead

Neutral
01ISRG
Intuitive Surgical (ISRG) reports earnings today after market close, with investors focused on whether robotic surgery procedure volume and installed-base growth can offset moderating revenue-growth expectations.
02TMO
Thermo Fisher Scientific (TMO) follows Wednesday before the bell, as markets assess life sciences demand trends.
03GILD▼ -2.00%
Gilead Sciences (GILD) is preparing to present new data across HIV and antiviral programs at IDWeek 2026, which could further validate its recently approved franchises and provide updated clinical guidance.

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