Pharmaceuticals, Biotechnology & Life Sciences

Takeda’s strong oncology pipeline and AI‑powered drug‑development tools are boosting analyst confidence and positioning the company for growth in Japan and global markets.

Gilead Sciences’ future hinges on its HIV prevention shot, new Walgreens partnership, and oncology pipeline, amid divergent analyst outlooks and rising valuation concerns.

Shionogi & Co., Ltd. remains a stable Japanese pharma firm with strong R&D in antibiotics, rare‑disease drugs, and vaccines, poised for growth amid U.S.–Japan supply‑chain collaboration.

Grifols SA: In‑depth Ibex 35 analysis uncovers modest upside, regulatory costs, emerging‑market opportunities and hidden risks for investors.

Galderma’s Relfydess neuromodulator and Nemluvio JAK‑1/2 inhibitor boost its dermatology portfolio, offering longer‑lasting, safer treatments for AD and glabellar lines with Canadian regulatory approval.

Neurocrine Biosciences shows strong market access and pricing for Piqray®, positioning itself for growth in the $60 billion neuro‑psychiatric sector while navigating patent cliffs and limited pipeline depth.

GSK’s AI‑driven R&D and Summit Therapeutics oncology partnership aim to offset $2.1 bn in patent‑expiry losses, targeting a $950 m NPV if approvals arrive by 2027.

Gilead Sciences sees mixed analyst views as Yeztugo, the monthly HIV‑prevention injection, gains FDA approval and CVS Health coverage, boosting sales potential while highlighting valuation uncertainties.

WuXi AppTec’s 2025 earnings lift shares, showing 52% EBITDA growth and a 33% 2026 revenue outlook driven by mRNA, gene‑editing and oncology CRO services.

FDA removes suicide‑risk warning from Eli Lilly’s GLP‑1 weight‑loss drugs, simplifying prescribing, boosting patient confidence, and strengthening brand trust.