Stock Watch: J&J, GSK, Lilly Bring J.P. Morgan Cheer

But Full-Year Revenue Announcements Offset Acquisitions Buzz

20 Jan 2025

• By Andy Smith

After a less auspicious prelude and a positive start to the biggest healthcare conference of the year, the news flow and investors’ support for biotech initially improved.

Stock Watch Image, Andy Smith — ANDY SMITH OFFERS A LIFE SCIENCE INVESTOR'S PERSPECTIVE ON BIOPHARMA BUSINESS

January’s J.P. Morgan Healthcare Conference should set the tempo for biotech and pharma companies over the year as mergers and acquisitions along with early announcements of full-year 2024 financials are unveiled.

For a week in January, the J.P. Morgan Healthcare Conference raises the sector’s profile. Investors’ initial reactions to it can be an indication of how healthcare will perform over the year

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Stock Watch: Stock Watch: Lilly And Novo Duke Out Q1

13 May 2025

• By Andy Smith

Novo Nordisk enjoyed a surprise GLP-1 agonist contracting win in the first quarter of 2025. This provided a welcome boost to its stock after it had spent the previous quarter on the back foot against rival Lilly.

Stock Watch: Market Optimism Outshines Q1 Currency And Tariff Woes

07 May 2025

• By Andy Smith

The weak US dollar helped some companies reporting first-quarter results and hindered others reporting in stronger currencies. But even the impacts of currencies and Medicare modernization on first-quarter revenues were overlooked when an end to the trade wars seemed possible.

Stock Watch: Sanofi, Merck Open Windows Into Geopolitical Risks

29 Apr 2025

• By Andy Smith

First-quarter results season featured tariff talk but without any full-year quantitation. As tariffs and foreign exchange movements bump up against capped drug prices, profitability could suffer.

Stock Watch: Dollar Weakness, Tariffs, Biosimilars In J&J’s Q1 Mix

22 Apr 2025

• By Andy Smith

Announcing increased full-year earnings guidance and another dividend increase, Johnson & Johnson’s stock price weakened, outweighed by concerns about the replacement of Stelara revenues and possible drug import tariffs.

Dr Reddy’s Gears For Tariffs Scenario To Ensure No US Supply Disruption

12 May 2025

• By Anju Ghangurde

Dr. Reddy's Laboratories preps for potential US tariffs, focusing on sustaining product supply and collaborating with customers on inventories. A recent US plant sale, the firm stressed, was unrelated to tariffs and underlines its openness to ‘make in the US’, where it launched 18 products in fiscal 2025.