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Tredje AP fonden Sells 70,296 Shares of Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-tredje-ap-fonden-sells-70296-shares-of-eli-lilly-and-company-lly-2026-02-21/
Tredje AP fonden has reduced its stake in Eli Lilly and Company by 23.1%, selling 70,296 shares, though LLY remains its 11th largest position. Eli Lilly reported strong Q3 earnings, exceeding revenue and EPS expectations, driven by 42.6% year-over-year revenue growth. The company increased its quarterly dividend, announced positive trial results, and received an average "Moderate Buy" rating from analysts with a consensus price target near $1,228.54.

PPL Corporation (NYSE:PPL) Q4 2025 Earnings Call Transcript

https://www.insidermonkey.com/blog/ppl-corporation-nyseppl-q4-2025-earnings-call-transcript-1700317/
PPL Corporation reported its Q4 and full-year 2025 earnings, delivering $1.81 EPS, in line with expectations, and announced an updated business plan extending its 6% to 8% annual EPS growth target through 2029. The company highlighted significant capital investments of $23 billion from 2026-2029 to modernize infrastructure and support growing demand, especially from data centers, and discussed its strategic joint venture with Blackstone to develop new generation capacity. PPL also addressed ongoing rate cases in Kentucky, Pennsylvania, and Rhode Island, along with efforts to maintain customer affordability amidst rising energy costs.

Eli Lilly and Company $LLY Shares Purchased by Jupiter Asset Management Ltd.

https://www.marketbeat.com/instant-alerts/filing-eli-lilly-and-company-lly-shares-purchased-by-jupiter-asset-management-ltd-2026-02-21/
Jupiter Asset Management Ltd. increased its stake in Eli Lilly and Company (NYSE:LLY) by 11.2% in the third quarter, bringing its total holdings to 23,856 shares valued at $18.2 million. Other institutional investors have also adjusted their positions in the pharmaceutical giant. The article also provides an overview of recent analyst ratings, stock performance, and the company's latest earnings report and dividend increase, alongside key news impacting Eli Lilly.

Eli Lilly and Company (NYSE:LLY) Stock Rating Upgraded by Barclays

https://www.marketbeat.com/instant-alerts/eli-lilly-and-company-nyselly-stock-rating-upgraded-by-barclays-2026-02-21/
Barclays has upgraded Eli Lilly and Company (NYSE:LLY) stock to a "strong-buy" rating. This upgrade follows several other analysts boosting their price targets and reiterating "buy" or "outperform" ratings for the pharmaceutical company. The article also highlights recent positive news for Eli Lilly, including strong clinical trial data for Omvoh and the Zepbound-Taltz combination, and robust quarterly earnings that surpassed analyst estimates.

Dempze Nancy E Has $3.06 Million Position in Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-dempze-nancy-e-has-306-million-position-in-eli-lilly-and-company-lly-2026-02-21/
Dempze Nancy E significantly increased its holdings in Eli Lilly and Company (LLY) by 45% in Q3, now owning 4,004 shares valued at $3.055 million. Eli Lilly reported strong Q3 earnings, surpassing revenue and EPS estimates, and provided robust FY2026 guidance. The company also announced a dividend increase, but analysts note valuation concerns and concentration risk due to its GLP-1 exposure.
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Inside Evotec’s Research Engine: What US Partners Need to Know Now

https://www.ad-hoc-news.de/boerse/ueberblick/inside-evotec-s-research-engine-what-us-partners-need-to-know-now/68597424
Evotec SE is presented as a strategic R&D partner for US biotech and pharma companies, offering an external research engine from target discovery to IND. The article details Evotec's "Forschung" (research) partnership model, outlining its various collaboration frameworks including fee-for-service, integrated programs, and co-ownership with risk-sharing. It also covers the pros and cons for US partners, highlighting the platform's breadth and scalability against its cost and negotiation complexity.

Inside Evotec’s Research Engine: What US Partners Need to Know Now

https://www.ad-hoc-news.de/boerse/news/ueberblick/inside-evotec-s-research-engine-what-us-partners-need-to-know-now/68597424
Evotec SE is a German drug discovery and development company that has emerged as a significant R&D partner for US biotechs and pharmaceutical firms. This article explores Evotec's "Forschung" (research) partnership model, detailing what it offers—from fee-for-service to risk-sharing agreements—and outlines the pros and cons for US companies. It emphasizes that while Evotec provides deep scientific platforms and flexibility, it is a high-quality, high-cost partner suitable for those prioritizing integration and innovation over budget pricing.

Eli Lilly and Company (NYSE:LLY) Stock Price Down 1.4% - Here's Why

https://www.marketbeat.com/instant-alerts/eli-lilly-and-company-nyselly-stock-price-down-14-heres-why-2026-02-20/
Eli Lilly and Company (LLY) shares were down 1.4% in midday trading due to concerns about valuation and concentration in GLP-1/weight-loss drugs, leading to profit-taking. Despite this, the company reported positive long-term Phase 3 data for Omvoh, additional trial wins (Zepbound-Taltz), and a strong Q4 beat with raised FY2026 EPS guidance. Analysts have increased price targets, and Eli Lilly boosted its quarterly dividend, maintaining high institutional ownership.

Eli Lilly (LLY) Expands Pipeline with Clazakizumab Agreement, Reuters Reports

https://finviz.com/news/317801/eli-lilly-lly-expands-pipeline-with-clazakizumab-agreement-reuters-reports
Eli Lilly (LLY) has expanded its pipeline by securing development and commercialization rights for clazakizumab, an anti-interleukin-6 monoclonal antibody, from Australia’s CSL. This agreement includes an upfront payment of $100 million to CSL and potential additional milestone payments and royalties. Separately, Eli Lilly has built up $1.5 billion in pre-launch inventory for its experimental oral weight-loss drug, orforglipron, ahead of a possible FDA decision in April.

Live Biotherapeutic Products And Microbiome CDMO Market Size, Top Share to 2033

https://straitsresearch.com/report/live-biotherapeutic-products-and-microbiome-cdmo-market
The global live biotherapeutic products and microbiome CDMO market was valued at USD 55.19 million in 2024 and is projected to reach USD 1,075.98 million by 2033, growing at a CAGR of 39.10%. This growth is driven by increasing awareness of microbiome-based therapies, advancements in microbial engineering and AI-driven manufacturing, and supportive regulatory frameworks. North America currently dominates the market, while Asia-Pacific is expected to be the fastest-growing region.
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Somerville Kurt F Acquires 1,990 Shares of Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-somerville-kurt-f-acquires-1990-shares-of-eli-lilly-and-company-lly-2026-02-20/
Somerville Kurt F increased its stake in Eli Lilly and Company (NYSE:LLY) by 27.5% in the third quarter, purchasing an additional 1,990 shares to own a total of 9,232 shares valued at $7.04 million. Eli Lilly's stock recently traded down, with a market cap of $957.34 billion and a P/E ratio of 44.32. The company also announced an increase in its quarterly dividend to $1.73 per share, bringing its annualized dividend to $6.92.

Berenberg Bank Issues Positive Forecast for Eli Lilly and Company (NYSE:LLY) Stock Price

https://www.marketbeat.com/instant-alerts/berenberg-bank-issues-positive-forecast-for-eli-lilly-and-company-nyselly-stock-price-2026-02-20/
Berenberg Bank has raised its price target for Eli Lilly and Company (NYSE:LLY) to $1,050 from $950, maintaining a "hold" rating, suggesting a modest 3.47% upside. This follows Eli Lilly's strong quarterly performance, which exceeded revenue and EPS expectations, along with increased FY2026 EPS guidance. While Berenberg Bank's rating is a "hold," the broader analyst consensus for LLY remains a "Moderate Buy" with an average price target of $1,228.54, indicating significant bullish sentiment from other firms like JPMorgan, Deutsche Bank, and Barclays.

Eli Lilly and Company (LLY) Is a Trending Stock: Facts to Know Before Betting on It

https://sg.finance.yahoo.com/news/eli-lilly-company-lly-trending-140006763.html
Eli Lilly (LLY) has been a trending stock, prompting investors to consider key factors influencing its performance. Despite a recent monthly decline, the company's earnings estimates show significant year-over-year growth for the current and next fiscal years. With a Zacks Rank #3 (Hold), the stock is expected to perform in line with the broader market.

Puzo Michael J Boosts Stock Position in Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-puzo-michael-j-boosts-stock-position-in-eli-lilly-and-company-lly-2026-02-20/
Puzo Michael J increased its stake in Eli Lilly and Company (LLY) by 65% in Q3, now holding 7,559 shares valued at $5.77 million. This represents approximately 1.6% of the fund's portfolio. Eli Lilly recently reported strong quarterly earnings, beating estimates with $7.54 EPS and $19.29 billion in revenue, and provided positive FY2026 guidance, leading to a "Moderate Buy" average analyst rating and an average price target of $1,224.69.

Will Immunology Drugs Continue to Drive AbbVie's Top Line in 2026?

https://www.tradingview.com/news/zacks:a64788427094b:0-will-immunology-drugs-continue-to-drive-abbvie-s-top-line-in-2026/
AbbVie reports strong growth driven by its newer immunology drugs, Skyrizi and Rinvoq, which are successfully offsetting the revenue decline of Humira. The company projects combined sales for these two drugs to exceed $31 billion by 2026 as they gain market share and expand into new therapeutic indications.
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Novo Nordisk proposes Genmab CEO as new board member

https://medwatch.com/News/Pharma___Biotech/article19039997.ece
Novo Nordisk has proposed Jan van de Winkel, CEO of Genmab, as a new member of its board of directors. This proposal is part of the company's notice for its annual general meeting scheduled for March 26. The list of prospective board members also includes an executive from Takeda with previous experience at Eli Lilly.

Canaccord Genuity initiates Beam Therapeutics stock with buy rating

https://www.investing.com/news/analyst-ratings/canaccord-genuity-initiates-beam-therapeutics-stock-with-buy-rating-93CH-4515927
Canaccord Genuity has initiated coverage on Beam Therapeutics (NASDAQ:BEAM) with a "buy" rating and a $74.00 price target, citing its late clinical stage, near-term catalysts, and strong execution track record. The firm highlighted Beam's progress with clinical data, successful spin-out acquisitions, and plans for regulatory submissions. Despite Beam's stock underperforming the Nasdaq Biotechnology Index in 2025, it has shown significant momentum in recent months, with analysts largely maintaining a "strong buy" consensus.

Novo Nordisk nominates two drug industry veterans to strengthen board

https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-nominates-jan-van-de-winkel-ramona-sequeira-board-2026-02-20/
Novo Nordisk announced the nomination of drug industry veterans Jan van de Winkel and Ramona Sequeira to its board of directors, aiming to boost its pharmaceutical and commercial expertise. These nominations follow a previous shake-up and come as the company faces increased competition in the obesity drug market, particularly from Eli Lilly and telehealth providers. Helena Saxon was also confirmed for a board position.

Eli Lilly and Company $LLY Stock Holdings Lessened by China Universal Asset Management Co. Ltd.

https://www.marketbeat.com/instant-alerts/filing-eli-lilly-and-company-lly-stock-holdings-lessened-by-china-universal-asset-management-co-ltd-2026-02-20/
China Universal Asset Management Co. Ltd. reduced its stake in Eli Lilly and Company by 27.0% in Q3, now holding 5,655 shares worth $4.315 million. Despite this, Eli Lilly exceeded quarterly earnings expectations, reporting an EPS of $7.54 and revenue of $19.29 billion, and has lifted its quarterly dividend. The company maintains a "Moderate Buy" analyst rating with an average target price of $1,224.69, though competition in the GLP-1 market and pricing risks are noted concerns.

ALX Oncology Pursues Multiple Near-Term Catalysts For Two Novel Cancer Treatments

https://www.rttnews.com/amp/3623693/alx-oncology-pursues-multiple-near-term-catalysts-for-two-novel-cancer-treatments.aspx
ALX Oncology (ALXO) is advancing its clinical pipeline with key 2026 data readouts expected for its lead candidates, Evorpacept and ALX2004. Following a $150 million financing round in January 2026, the company has extended its cash runway through the first half of 2028 to support trials in gastric, breast, and lung cancers.
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Texas sues Sanofi, claiming kickbacks to doctors

https://pharmaphorum.com/news/texas-sues-sanofi-claiming-kickbacks-doctors
Texas Attorney General Ken Paxton has filed a lawsuit against Sanofi, alleging the company bribed doctors through a "free nurse" program and "support services" to favor its medicines, including Dupixent, Aubagio, and Tzield. The state claims these services, which bypass administrative hurdles for Medicaid reimbursement, are illegal kickbacks designed to secure revenue rather than prioritize patient needs. Sanofi denies the allegations, stating its programs comply with laws and support patients without influencing prescribing decisions.

Inside Evotec’s Research Engine: Why US Biotech Partners Are Paying Attention

https://www.ad-hoc-news.de/boerse/news/ueberblick/inside-evotec-s-research-engine-why-us-biotech-partners-are-paying/68595195
Evotec SE is presented as a key research partner in drug discovery, offering an integrated R&D platform for biotechs, pharma, and investors. The article details how its "Forschung" offering translates into concrete services for US partners, including target identification, lead optimization, and preclinical development, highlighting its global reach with significant US relevance. It emphasizes Evotec's value proposition of capital efficiency and speed for US founders and R&D executives, positioning it as a strategic infrastructure partner for complex, multi-year discovery strategies.

Eli Lilly (LLY) Announces Positive Phase 3b Results for Taltz and Zepbound Combination Treatment in Psoriasis and Obesity

https://finviz.com/news/316709/eli-lilly-lly-announces-positive-phase-3b-results-for-taltz-and-zepbound-combination-treatment-in-psoriasis-and-obesity
Eli Lilly announced positive Phase 3b results for the combination treatment of Taltz (ixekizumab) and Zepbound (tirzepatide) for adults with moderate-to-severe plaque psoriasis and obesity. The study showed that 27.1% of participants achieved both complete skin clearance and at least 10% weight loss with the combination, significantly outperforming Taltz alone. This marks Taltz as the first psoriatic biologic to successfully address psoriasis in conjunction with obesity using an incretin therapy, suggesting that treating obesity can improve psoriasis outcomes.

Can Viking Therapeutics Really Soar 300%? Why Wall Street Is Betting Big on This Biotech Stock

https://nai500.com/blog/2026/02/can-viking-therapeutics-really-soar-300-why-wall-street-is-betting-big-on-this-biotech-stock/
Wall Street analysts are bullish on Viking Therapeutics (VKTX), with some predicting over 300% upside, largely driven by its lead weight-loss drug candidate, VK2735. This drug, a GLP-1 receptor agonist, is in Phase 3 trials and potentially offers a competitive edge in tolerability and convenience (oral version in development). Despite intense competition in the massive GLP-1 market, analysts believe capturing even a small share could significantly boost Viking's stock, and the company is also developing new pipeline candidates beyond VK2735.

Moonage Media Review: Clearmind's MEAI and GLP-1 - Are These the Next-Generation Treatment for Weight Loss?

https://www.lelezard.com/en/news-22121499.html
Clearmind Medicine is developing MEAI (5-Methoxy-2-aminoindane), a non-hallucinogenic neuroplastogen, as a potential next-generation treatment for obesity, offering an alternative to GLP-1 based therapies. Unlike current drugs that primarily target gut hormones and can lead to muscle loss, MEAI works in the brain to address compulsive eating behaviors and has shown promising preclinical results in reducing fat while preserving lean muscle mass. The company aims to provide a safer, more accessible, and behavior-focused solution for sustainable weight management, targeting the multi-billion-dollar obesity market.
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Merck, Mayo Clinic launch AI-driven drug discovery partnership

https://www.techtarget.com/pharmalifesciences/news/366639296/Merck-Mayo-Clinic-launch-AI-driven-drug-discovery-partnership
Merck and Mayo Clinic have formed a partnership to leverage artificial intelligence (AI) and machine learning (ML) with patient data to accelerate drug discovery and development. The collaboration combines Merck's AI research capabilities with Mayo Clinic Platform's infrastructure and extensive clinical datasets, targeting early research decisions in therapeutic areas like gastroenterology, dermatology, and neurology. This move reflects a broader industry trend, with other major pharmaceutical companies also increasing their investments in AI for drug discovery.

New Biogen Chair Freire May Recast Partnerships And Capital Priorities

https://finance.yahoo.com/news/biogen-chair-freire-may-recast-171327597.html
Biogen has appointed Dr. Maria C. Freire as the new Chair of its Board of Directors, a move that could significantly influence the company's future partnerships, capital allocation, and R&D strategies. Dr. Freire's extensive background in biomedical research and public-private partnerships comes at a time when Biogen reported a quarterly net loss and a lower full-year net income compared to the previous year. Investors will be watching how her leadership impacts Biogen's existing pipeline, patient-centric outcomes, and engagement with regulators.

The Innovation ETF Up 22% That Most Tech Investors Have Never Considered

https://247wallst.com/investing/2026/02/19/the-innovation-etf-up-22-that-most-tech-investors-have-never-considered/
The iShares Exponential Technologies ETF (XT) has returned 22.63% over the past year, outperforming both QQQ and SPY benchmarks by diversifying across over 500 holdings in exponential-growth sectors like AI and genomics. While its one-year performance is strong, its five-year gain of 31% trails QQQ's 83%, demonstrating the trade-off of diversification versus concentrated leadership by mega-cap tech stocks. XT aims to provide broad innovation exposure without over-concentrating in specific high-flying names.

J&J Plans $1B Investment in PA Cell Therapy Manufacturing Facility

https://www.biospace.com/drug-delivery/j-j-plans-1b-investment-in-pa-cell-therapy-manufacturing-facility
Johnson & Johnson is investing over $1 billion to construct a cell therapy manufacturing facility in Montgomery County, Pennsylvania. This new plant, expected to be operational by 2031, will create 500 jobs and produce cell therapies for thousands of patients annually. Pennsylvania is supporting this initiative with a $41.5 million financial package, including funds for workforce development.

Eli Lilly and Company $LLY Shares Sold by Cumberland Partners Ltd

https://www.marketbeat.com/instant-alerts/filing-eli-lilly-and-company-lly-shares-sold-by-cumberland-partners-ltd-2026-02-19/
Cumberland Partners Ltd reduced its stake in Eli Lilly and Company (LLY) by 12.9% in the third quarter, selling 4,727 shares, though LLY still represents 1.6% of their portfolio. Eli Lilly reported strong quarterly earnings, beating estimates with EPS of $7.54 and revenue of $19.29 billion, and provided optimistic FY 2026 guidance, alongside an increased quarterly dividend and a "Moderate Buy" consensus rating from analysts. The company also saw positive news regarding its drugs Taltz and Zepbound, a licensing deal with CSL, and Medicare expansion for GLP-1 weight-loss drugs.
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L & S Advisors Inc Cuts Position in Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-l-s-advisors-inc-cuts-position-in-eli-lilly-and-company-lly-2026-02-19/
L & S Advisors Inc reduced its stake in Eli Lilly and Company (NYSE:LLY) by 32.5% in the third quarter, now holding 11,538 shares valued at $8.803 million. Eli Lilly recently exceeded Q4 expectations with $7.54 EPS and $19.29 billion revenue, and increased its quarterly dividend to $1.73 per share. The company has a "Moderate Buy" consensus rating with a target price of $1,219.68 and its stock is currently trading at $1,021.53.

BioXcel Therapeutics to Host Virtual Roundtable Featuring Leading Medical Experts Addressing Latest Developments in Treatment of Acute Agitation in Alzheimer's Dementia

https://www.bitget.com/amp/news/detail/12560605208095
BioXcel Therapeutics is hosting a virtual roundtable on February 27, 2026, to discuss acute agitation in Alzheimer's dementia, an area with significant unmet medical need and no FDA-approved treatments. The event will highlight the potential of their investigational product BXCL501, which is currently being evaluated in the TRANQUILITY In-Care Phase 3 trial. Leading medical experts will participate to shed light on this condition that affects approximately 100 million annual episodes.

Synovus Financial Corp Reduces Stake in Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-synovus-financial-corp-reduces-stake-in-eli-lilly-and-company-lly-2026-02-19/
Synovus Financial Corp reduced its stake in Eli Lilly and Company (LLY) by 1.4% in the third quarter, selling 1,390 shares but still holding 100,668 shares valued at $76.82 million. Other institutional investors, such as Vanguard Group Inc. and Laurel Wealth Advisors LLC, significantly increased their holdings. Wall Street analysts maintain a "Moderate Buy" consensus rating for LLY, with an average price target of $1,219.68, following positive news regarding product pipeline and increased dividend payouts.

Burling Wealth Partners LLC Boosts Stock Position in Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-burling-wealth-partners-llc-boosts-stock-position-in-eli-lilly-and-company-lly-2026-02-19/
Burling Wealth Partners LLC increased its stake in Eli Lilly and Company (LLY) by 20.4% in the third quarter, making it their 17th largest holding. Eli Lilly recently reported strong quarterly earnings, beating expectations with significant revenue growth and raising its quarterly dividend. Analysts maintain a generally positive outlook, with a "Moderate Buy" consensus rating and an average price target near $1,220.

Cornerstone Advisors LLC Cuts Stock Position in Eli Lilly and Company $LLY

https://www.marketbeat.com/instant-alerts/filing-cornerstone-advisors-llc-cuts-stock-position-in-eli-lilly-and-company-lly-2026-02-19/
Cornerstone Advisors LLC reduced its stake in Eli Lilly and Company (NYSE:LLY) by 2.0% in Q3, now owning 53,400 shares valued at $40.74 million. Despite this, Eli Lilly remains a "Moderate Buy" among analysts with a consensus price target of $1,219.68, driven by positive developments in its drug pipeline, licensing deals, and increased dividend. The company also recently reported strong Q4 earnings, beating analyst estimates, and increased its quarterly dividend.
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Eli Lilly and Company $LLY Stake Boosted by Harold Davidson & Associates Inc.

https://www.marketbeat.com/instant-alerts/filing-eli-lilly-and-company-lly-stake-boosted-by-harold-davidson-associates-inc-2026-02-19/
Harold Davidson & Associates Inc. increased its stake in Eli Lilly and Company (NYSE:LLY) by 44.5% during the third quarter, bringing their total holdings to 4,599 shares valued at $3.509 million. Other institutional investors also adjusted their positions in LLY, with holdings now representing 82.53% of the company's stock. Eli Lilly reported strong Q4 earnings, beating estimates, and announced an increased quarterly dividend of $1.73 per share, alongside positive analyst ratings and a consensus "Moderate Buy."

Artiva Biotherapeutics Announces Appointment of Elaine Sorg to Board of Directors

https://sg.finance.yahoo.com/news/artiva-biotherapeutics-announces-appointment-elaine-130000201.html
Artiva Biotherapeutics announced the appointment of Elaine Sorg to its Board of Directors. Sorg brings over 35 years of biopharmaceutical executive leadership and commercial experience, including the commercialization of major immunology therapies. Her expertise is expected to be invaluable as Artiva prepares to share clinical data for its AlloNK regimen in rheumatoid arthritis and plans for future commercialization.

Eli Lilly and Company $LLY Shares Sold by Alberta Investment Management Corp

https://www.marketbeat.com/instant-alerts/filing-eli-lilly-and-company-lly-shares-sold-by-alberta-investment-management-corp-2026-02-19/
Alberta Investment Management Corp significantly reduced its stake in Eli Lilly and Company (LLY) by 39.7% in Q3, selling 7,100 shares, though the company remains a major institutional holding. Despite this sale, Eli Lilly reported strong quarterly results with increased revenue and raised its FY2026 earnings guidance. The stock maintains a "Moderate Buy" consensus rating from analysts, with several firms raising price targets due to positive news including licensing deals, Medicare expansion for GLP-1 drugs, and successful clinical trial readouts.

Pfizer’s BRAFTOVI BREAKWATER Trial Delivers Landmark Survival Gains in Colorectal Cancer

https://markets.financialcontent.com/stocks/article/marketminute-2026-2-19-pfizers-braftovi-breakwater-trial-delivers-landmark-survival-gains-in-colorectal-cancer
Pfizer's BRAFTOVI BREAKWATER trial has shown significant improvements in progression-free survival and overall survival for patients with BRAF V600E-mutant metastatic colorectal cancer, reducing the risk of death by 51%. This breakthrough is poised to establish a new standard of care, validate Pfizer's oncology pivot, and significantly boost BRAFTOVI's annual sales beyond $3 billion. The positive results also benefit Eli Lilly, whose Erbitux is part of the effective regimen, while signaling a shift towards precision medicine in oncology.

New Haven sues Cigna, CVS Health, UnitedHealth over insulin pricing scheme

https://www.insurancebusinessmag.com/us/news/risk-compliance-legal/new-haven-sues-cigna-cvs-health-unitedhealth-over-insulin-pricing-scheme-565890.aspx
The City of New Haven has filed a RICO lawsuit against Cigna, CVS Health, UnitedHealth, and three insulin manufacturers, alleging a scheme to artificially inflate insulin prices between 2010 and 2019. The lawsuit claims that manufacturers set high list prices and funneled secret rebates and administrative fees to Pharmacy Benefit Managers (PBMs) in exchange for preferred formulary placement, leading to inflated costs for self-insured health plans. New Haven is seeking treble damages, disgorgement, punitive damages, and injunctive relief, claiming violations of federal and state antitrust and unfair trade practices acts.
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Ventyx Biosciences, Inc. $VTYX Shares Sold by Cibc World Market Inc.

https://www.marketbeat.com/instant-alerts/filing-ventyx-biosciences-inc-vtyx-shares-sold-by-cibc-world-market-inc-2026-02-19/
Cibc World Market Inc. significantly reduced its stake in Ventyx Biosciences Inc. by 39.1% in the third quarter, selling 99,750 shares and retaining 155,250 shares valued at $483,000. This follows several analyst downgrades in early January, resulting in a consensus "Reduce" rating and an average price target of $14.00 for Ventyx. Additionally, insiders including CEO Raju Mohan and John Nuss sold a combined total of 60,020 shares on December 18th, though insiders still collectively own a substantial 14.49% of the company's stock.

Artiva Biotherapeutics Announces Appointment of Elaine Sorg to Board of Directors

https://www.globenewswire.com/news-release/2026/02/19/3241045/0/en/artiva-biotherapeutics-announces-appointment-of-elaine-sorg-to-board-of-directors.html
Artiva Biotherapeutics, a clinical-stage biotechnology company, announced the appointment of Elaine Sorg to its Board of Directors. Ms. Sorg brings over 35 years of executive leadership and commercial experience in the biopharmaceutical industry, including leading the commercialization of major immunology therapies like HUMIRA and RINVOQ. Her expertise will be invaluable as Artiva prepares to share clinical activity data for its AlloNK regimen in rheumatoid arthritis and engage with the FDA on a registrational trial.

Neuropsychiatry Market Is Going to Boom | Pfizer Inc. • Bristol-Myers Squibb • AstraZeneca

https://www.openpr.com/news/4396533/neuropsychiatry-market-is-going-to-boom-pfizer-inc
Coherent Market Insights has published a new report detailing the "Neuropsychiatry Market: Industry Trends, Share, Size, Growth, Opportunity, and Forecast 2026-2033." The report offers an in-depth analysis of market competition, geographic distribution, growth potential, and key success factors, targeting entrepreneurs, investors, and business strategists. It identifies major market players as well as segmentations and includes a comprehensive regional analysis.

2 High-Flying Stocks on Our Buy List and 1 Facing Challenges

https://finviz.com/news/316200/2-high-flying-stocks-on-our-buy-list-and-1-facing-challenges
This article identifies two high-flying stocks to buy, Sterling Infrastructure (STRL) and Eli Lilly (LLY), citing strong revenue growth, expanding margins, and increasing returns on capital. Conversely, it advises selling Smith & Wesson (SWBI) due to declining annual sales, low free cash flow, and shrinking returns on capital, indicating its valuation is not justified by its performance. The piece emphasizes using StockStory for deeper analysis to distinguish real opportunities from speculative ones.

Eli Lilly and Company (NYSE:LLY) Shares Down 1.4% - Here's What Happened

https://www.marketbeat.com/instant-alerts/eli-lilly-and-company-nyselly-shares-down-14-heres-what-happened-2026-02-18/
Eli Lilly and Company's shares dipped 1.4% on Wednesday, with moderate trading volume. The decline followed a strong Q4 earnings report and positive FY2026 guidance, supported by favorable analyst ratings and strategic moves like licensing agreements and pipeline expansions. Despite the day's dip, the company maintains a "Moderate Buy" consensus rating and a positive outlook from analysts.
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Agios Stock Down 16% in a Year as Fund Cuts Stake by $5.6 Million After 50% November Crash

https://www.theglobeandmail.com/investing/markets/stocks/ARGX/pressreleases/265400/agios-stock-down-16-in-a-year-as-fund-cuts-stake-by-56-million-after-50-november-crash/
Rock Springs Capital Management LP sold 159,379 shares of Agios Pharmaceuticals (NASDAQ:AGIO) in Q4, an estimated $5.59 million transaction due to the stock's 50% crash in November after a clinical trial setback. The fund's stake in Agios now represents 1.12% of its AUM, a reduction from 2.2% in the prior quarter, as the stock has fallen 16% over the past year.

J&J to invest $1B in new Montgomery County cell therapy plant

https://www.axios.com/local/philadelphia/2026/02/18/jj-investing-1b-in-new-montgomery-county-cell-therapy-plant
Johnson & Johnson is investing over $1 billion to construct a new cell therapy plant in Lower Gwynedd Township, Montgomery County, which will create approximately 500 jobs over the next 12 years. This expansion will enhance J&J's manufacturing capabilities for cancer and autoimmune disease treatments and further solidifies its presence in the Philadelphia region. The state of Pennsylvania has pledged $41.5 million in support for the project, with construction expected to begin later this year and the plant operational by the end of 2031.

Illumina Stock is Down 80% From Its All-Time Highs: Can It Recover in 2026?

https://www.tikr.com/blog/illumina-stock-is-down-80-from-its-all-time-highs-can-it-recover-in-2026
Illumina stock is down 80% from its all-time highs, but recent Q4 2025 earnings show promise with revenue beat and clinical consumables growth. The company completed the SomaLogic acquisition, adding proteomics, which is expected to contribute to revenue growth despite some EPS dilution and margin compression. A TIKR valuation model projects an 11% annualized return to $158 by December 2028, contingent on sustained clinical consumables momentum and successful integration of SomaLogic.

Lilly's Zepbound–Taltz combo wins again in obesity, psoriasis study

https://www.techtarget.com/pharmalifesciences/news/366639180/Lillys-ZepboundTaltz-combo-wins-again-in-obesity-psoriasis-study
Eli Lilly's Zepbound, an obesity drug, combined with its autoimmune drug Taltz, has shown promising results in a late-stage psoriasis study for patients with co-occurring obesity or overweight. The study, Together-PsO, revealed significantly better outcomes for patients on the combo therapy compared to Taltz alone, with many achieving complete skin clearance and substantial weight loss. These findings suggest a potential expanded approval for Zepbound into the immunology space and highlight the benefit of addressing both psoriasis and obesity simultaneously.

Jim Cramer Discusses Eli Lilly (LLY) & Weight Loss Drugs

https://finviz.com/news/314708/jim-cramer-discusses-eli-lilly-lly-weight-loss-drugs
Jim Cramer highlighted Eli Lilly (LLY) and its strong performance in the weight loss drug market, noting its lead over Novo Nordisk. The company reported impressive Q4 and FY2025 earnings, leading to upgraded price targets from Freedom Capital and Deutsche Bank. Cramer specifically mentioned the success of Eli Lilly's weight loss pill, which is gaining popularity due to its ease of use compared to injections.
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