BMO Capital Markets Managing Director, BioPharma Equity Research Evan Seigerman joins Julie Hyman on Market Catalyst to discuss the battle for GLP-1 dominance between Novo Nordisk (NVO) and Eli Lilly (LLY).

Eli Lilly has a lofty valuation thanks to its strong GLP-1 growth, but don't count out these two competitors.

Darzalex and new launches fuel J&J's 17.8% oncology sales growth in Q1 as the company targets $50B in cancer sales by 2030.

Novavax's shares rise 16% after Q1 earnings beat estimates as the company expands Matrix-M partnerships across oncology and infectious diseases.

Is Pfizer a yield trap? No way.

In early May 2026, Pfizer reported first-quarter revenue of US$14.45 billion and net income of US$2.69 billion, with earnings per share easing slightly year on year while the company reaffirmed full-year 2026 revenue guidance of US$59.5 billion to US$62.5 billion and filed an US$8.42 billion employee share offering shelf registration. At the same time, Pfizer advanced its oncology franchise with positive Phase 3 data for multiple myeloma drug ELREXFIO and secured the first-ever FDA approval...

Investors often move like lemmings in the short term, giving long-term investors an opportunity to buy great companies.

Pfizer’s first-quarter results gave investors a clearer view of how much work the drugmaker’s newer portfolio is doing as the company continues moving away from its pandemic-era sales base. In a report given to TheStreet, Pfizer said revenue rose from a year earlier, helped by recently launched and ...

Novavax (NASDAQ:NVAX) executives used the company’s first-quarter 2026 earnings call to highlight continued progress in reshaping the business around partner-driven revenue, a leaner operating model, and selective internal R&D designed to seed additional collaborations. Strategy centered on par

Pfizer (NYSE:PFE) chief executive Albert Bourla has signaled a possible shift in tone around US vaccine policy, praising President Donald Trump's latest nominee to lead the Centers for Disease Control and Prevention after a turbulent year for the agency. In a Bloomberg TV interview Tuesday, Bourla called Erica Schwartz a very credible scientist, pointing to what could be a more conventional choice for the country's top public health role. Schwartz, who holds both medical and law degrees and previously served as deputy surgeon general during the first Trump administration, is now being viewed as a figure who could help stabilize an agency that has become increasingly important for vaccine makers.