5 Big Drug Stocks That May Continue to Outperform in 2026
View original at finance.yahoo.com5 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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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% confidenceSales 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% confidenceAstraZeneca believes that many of the new medicines will have the potential to generate more than $5 billion in peak-year revenues
80% confidenceOrforglipron has the potential to be a more convenient alternative to injectable treatments like Zepbound and rival Novo Nordisk's Wegovy
80% confidenceAstraZeneca expects to generate $80 billion in total revenues by 2030
80% confidenceJ&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% confidenceStrong immunology market growth, market share gains and momentum from new indications are expected to drive Skyrizi and Rinvoq growth
80% confidenceJ&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% confidenceAbbVie expects a high single-digit CAGR through 2029, with no significant LOE events for the rest of this decade
80% confidenceInnovation 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% confidenceRapid 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% confidenceJ&J is on track to achieve a mid-30s percentage core operating margin by 2026
80% confidenceA substantial portion of growth through 2029 is expected to be driven by the robust performance of Skyrizi and Rinvoq
80% confidenceAmgen 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% confidenceAstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period
80% confidenceAstraZeneca plans to launch 20 new medicines by 2030, with nine new medicines already launched/approved
80% confidenceMounjaro and Zepbound are expected to continue to see strong demand in 2026
80% confidence
Data points we hold from this source
| AbbVie Inc. · eps estimate | 14.42 USD |