News
The day at a glance · 3 min read
Mood · Risk-On
+72
Sentiment, −100 to +100
Eli Lilly Q3 Revenue
$24.4B+39%
Big Pharma Earnings
Gilead Base Business Growth
16% YoY+16%
Big Pharma Earnings
Exelixis Q3 Revenue
$659M
Oncology Pipeline Advances
Key driverStrong Q3 earnings across major pharma names and positive late-stage oncology trial readouts drove healthcare sector gains
Daily briefHealthcare· Money365.Market AI ·

Pharma Giants Rally on Strong Q3 Earnings, Pipeline Wins

Eli Lilly leads sector gains with 39% revenue growth; Pfizer, Merck advance oncology portfolios with Phase 3 data and FDA approvals

Big Pharma Earnings

Bullish
01LLY▲ +6.63%
Eli Lilly (LLY) delivered third-quarter 2026 revenue of $24.4B, representing 39% growth driven by its Mounjaro and Zepbound GLP-1 franchises, with analysts describing the results as standout performance that raised expectations for future quarters.
02GILD▲ +4.03%
Gilead Sciences (GILD) reported third-quarter 2026 base business sales growth of 16% year over year, the company's strongest growth rate in more than a decade, as HIV products, TRODELVY and Livdelzi drove performance. The company raised its full-year base business revenue outlook while outlining a strategic shift in R&D focus from HIV toward the immunology market.
03BMY
Bristol Myers Squibb (BMY) raised its full-year 2026 outlook after reporting third-quarter revenue growth supported by its growth portfolio and continued strength in ELIQUIS, while outlining a series of clinical readouts and manufacturing investments intended to support its next generation of products.

Oncology Pipeline Advances

Bullish
01PFE
Pfizer (PFE) reported that its Phase 3 MagnetisMM-32 trial of ELREXFIO met the primary endpoint in relapsed or refractory multiple myeloma, while the FDA expanded approval of TALZENNA plus XTANDI for men with metastatic hormone sensitive prostate cancer with homologous recombination repair gene mutations. The ELREXFIO data and earlier line TALZENNA plus XTANDI approval deepen Pfizer's oncology portfolio in two hard to treat cancers, adding more potential uses for existing medicines.
02MRK▲ +3.83%
Merck (MRK) reported new Phase 3 data at ESMO 2026 showing KEYTRUDA monotherapy benefits in advanced endometrial cancer. Sacituzumab tirumotecan delivered positive outcomes in a separate late stage trial for recurrent endometrial cancer presented at the same congress, and the FDA granted priority review to the sacituzumab tirumotecan Biologics License Application.
03EXEL
Exelixis (EXEL) reported third-quarter 2026 revenue of approximately $659 million, supported by continued growth in its cabozantinib franchise and progress toward a potential launch of zanzalintinib in colorectal cancer.

Medical Devices & Diagnostics

Bullish

DexCom Q3 Revenue

$1.34B+11%

DexCom U.S. Revenue

$970M+14%
01DXCM
DexCom (DXCM) reported third-quarter 2026 revenue of $1.34 billion, representing 11% growth from a year earlier on both a reported and organic basis, as U.S. growth, market-share gains and manufacturing improvements supported higher profitability. U.S. revenue rose 14% to $970 million, while the company cited continuous glucose monitoring adoption as a key driver of performance.

AbbVie 5-Year Return

196.7%+196.7%
JNJABBV
01JNJ
Johnson & Johnson (JNJ) is seeing quick uptake of its oral plaque psoriasis therapy Icotyde in U.S. dermatology practices, with new independent physician research reporting Icotyde prescriptions are building momentum and gaining share within the oral advanced therapy segment. Surveyed dermatologists indicate Icotyde is being used earlier in the treatment path, which may delay initiation of higher-cost biologic drugs.
02
Reed Jobs, founder of oncology-focused venture capital firm Yosemite, said GLP-1 drugs could have a significant impact on cancer and other diseases, describing them as some of the most important drugs to emerge in recent years, with potential implications extending beyond metabolic conditions.
03ABBV
AbbVie (ABBV) has delivered a 196.7% share price return over the past five years, with investors increasingly asking how much of the company's story is already reflected in the valuation amid fresh drug trial results and regulatory milestones.

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