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Source document· December 23, 2025

5 Big Drug Stocks That May Continue to Outperform in 2026

View original at finance.yahoo.com
5 Big Drug Stocks That May Continue to Outperform in 2026 After a weak first half, the drug and biotech sector has recovered in the past 2-3 months, with most large drugmakers signing drug pricing agreements with the Trump administration…
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  • Strong immunology market growth, market share gains and momentum from new indications are expected to drive Skyrizi and Rinvoq growth

    80% confidence
  • AstraZeneca believes that many of the new medicines will have the potential to generate more than $5 billion in peak-year revenues

    80% confidence
  • Rapid innovation, increased use of AI in drug development, positive pipeline/regulatory developments and continued M&A momentum signal a favorable growth outlook for 2026

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

    80% confidence
  • AstraZeneca plans to launch 20 new medicines by 2030, with nine new medicines already launched/approved

    80% confidence
  • AbbVie expects a high single-digit CAGR through 2029, with no significant LOE events for the rest of this decade

    80% confidence
  • Sales of Prolia and Xgeva are expected to erode in the fourth quarter of 2025 and in 2026, as some biosimilars have been launched in the U.S. market

    80% confidence
  • Orforglipron has the potential to be a more convenient alternative to injectable treatments like Zepbound and rival Novo Nordisk's Wegovy

    80% confidence
  • AstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period

    80% confidence
  • J&J expects better growth in the MedTech business in 2026 than 2025 levels, driven by increased adoption of newly launched products across all MedTech platforms and increased focus on higher-growth markets

    80% confidence
  • The pending separation of its Orthopaedics franchise in the MedTech segment should improve its MedTech unit's growth and margins, as the Orthopaedics franchise has been a slow-growth business for J&J

    80% confidence
  • Innovation is at its peak for the industry, with key spaces like obesity, cell and gene therapy, inflammation, rare disease, neuroscience and next-gen oncology treatments attracting investor attention

    80% confidence
  • J&J is on track to achieve a mid-30s percentage core operating margin by 2026

    80% confidence
  • A substantial portion of growth through 2029 is expected to be driven by the robust performance of Skyrizi and Rinvoq

    80% confidence
  • Amgen expects key drugs like Repatha, Evenity, Tezspire and oncology and rare disease drugs, as well as biosimilars, to continue to drive top-line growth in 2026

    80% confidence
  • AstraZeneca expects to generate $80 billion in total revenues by 2030

    80% confidence
  • J&J expects accelerated growth in the Innovative Medicine segment to be driven by its key products as well as new drugs and recently launched products in 2026

    80% confidence

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AbbVie Inc. · eps estimate14.42 USD
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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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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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