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Source document· January 20, 2026

Which Pharma Stock Stands Taller Right Now: LLY or PFE?

View original at finance.yahoo.com
Which Pharma Stock Stands Taller Right Now: LLY or PFE? Eli Lilly & Company LLY and Pfizer PFE are large-cap U.S. pharmaceutical leaders, each backed by diversified product portfolios and robust R&D engines…
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  • Metsera candidates expected to generate billions of dollars in peak sales

    80% confidence
  • COVID revenues expected to be around $5 billion in 2026, $1.5 billion less than expected sales of about $6.5 billion in 2025

    80% confidence
  • Cost cuts and internal restructuring to deliver savings of $7.7 billion by the end of 2027

    80% confidence
  • Data readouts from three phase III studies on retatrutide for treating obesity expected in the second half of 2026

    80% confidence
  • Lilly's 2026 EPS expected to increase 39.5% year-over-year

    80% confidence
  • Lilly is a clear winner over Pfizer due to exceptional growth from Mounjaro and Zepbound, product and pipeline portfolio in high-growth therapeutic areas like obesity, robust growth prospects and bullish analyst sentiment

    80% confidence
  • Orforglipron has potential to be approved and launched in 2026

    80% confidence
  • New and acquired products expected to deliver double-digit growth in 2026

    80% confidence
  • Pfizer's 2026 EPS expected to decline 4.2% year-over-year

    80% confidence
  • Lilly's 2026 sales expected to increase 22.6% year-over-year

    80% confidence
  • Pfizer's 2026 sales expected to decline 2.1% year-over-year

    80% confidence
  • Mounjaro and Zepbound are expected to continue to see strong demand in 2026

    80% confidence
  • Loss of exclusivity cliff expected to hurt sales by approximately $1.5 billion in 2026

    80% confidence
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AI Leadership Exodus Rattles Investor Confidence Amid Capex Boom
High-profile departures at top AI labs — Brad Lightcap's exit from OpenAI and an unnamed researcher's departure from Alphabet/Google that triggered a share-price drop — are surfacing talent retention as a market risk factor even as hyperscalers pour record capital into AI infrastructure. The reaction shows investors treating key-person risk at frontier AI labs as material to valuation, a new fragility layered onto an otherwise bullish AI-driven capex cycle.
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EPKINLY Regulatory-Clinical Success Cascade
High probability of expanded label indications, additional combination approvals, and competitive positioning strength in follicular lymphoma market. Predicts positive commercial uptake and potential accelerated review for related indications.
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Where sources disagree
Broadcom Inc.
Both facts report EPS for Broadcom Inc. for the same fiscal period (Q1 2026) observed on the same date (2026-02-01). However, they report conflicting values: 1.5 USD per share vs 2.05 USD per share. This is a 37% difference for the identical metric and time period, not a value change over time.
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