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Healthcare

The Supreme Court Turns Away Eli Lilly: What the Whistleblower Ruling Means for Pharma

The False Claims Act, originally enacted during the Civil War to combat contractor fraud against the federal government, has in the modern era become the primary legal vehicle for enforcement against healthcare fraud. Its qui tam provision allows private individuals, typically current or former …

Nitish Kishor | 18 May 2026

Regeneron's Melanoma Miss: When Pipeline Disappointment Meets a Premium Valuation

Merck's Keytruda has established itself as the defining immuno-oncology therapy of the past decade through a combination of broad efficacy, a first-mover advantage that allowed it to establish itself as the standard of care across multiple tumour types, and an extraordinary clinical development programme …

Nitish Kishor | 18 May 2026

Goldman Backs Biogen's Alzheimer's Bet: A High-Risk Wager on the Disease of the Century

Key HighlightsGoldman Sachs set a new price target on Biogen, reflecting revised assumptions about the commercial trajectory of its Alzheimer's diseaseFranchisefollowing the latest clinical and market data.Biogen's Alzheimer's programme, centred on the amyloid-targeting antibody Leqembi developed with Eisai, represents one of the most commercially …

Nitish Kishor | 18 May 2026

Wegovy's Lead Holds, For Now: The Obesity Drug Race Enters Its Most Competitive Phase

The development of oral versions of GLP-1 receptor agonist medications, which have demonstrated transformative efficacy in obesity treatment primarily in injectable formats, represents one of the largest commercial opportunities in pharmaceutical history. Injectables have been the dominant format for GLP-1 therapy since the category …

Nitish Kishor | 18 May 2026

Whirlpool's CEO Sees 2008 in Today's Consumer: When an Appliance Maker Reads the Room

Whirlpool's products, including washing machines, refrigerators, dishwashers, and ovens, occupy a specific position in the consumer spending hierarchy that makes the company's demand data a useful early warning indicator for broader consumer health. Appliance purchases are discretionary in timing even when they are not …

Nitish Kishor | 18 May 2026

Why TransMedics Group, Inc. (NASDAQ: TMDX) Stock Is Rebounding Despite Profit Pressure

The sharpReversalin shares of TransMedics Group, Inc. (NASDAQ: TMDX) highlights a familiar dynamic unfolding across high-growth healthcare technology companies: investors remain willing to tolerate temporary earnings pressure when long-term structural growth remains intact.

Nitish Kishor | 18 May 2026

Eli Lilly (LLY) Stock in Focus as Mounjaro and Zepbound Power 56% Revenue Surge

Eli Lilly and Company (NYSE: LLY) is one of the most-watched USLarge-Cap Stocksafter a Q1 2026 earnings report that smashed expectations, driven by record demand for GLP-1 medicines Mounjaro and Zepbound. With a marketCapitalizationof about $946.37 billion, LLY remains the world's largest pharmaceutical company …

Nitish Kishor | 18 May 2026

Johnson & Johnson (JNJ) Stock in Focus as Q1 Beat Lifts 2026 Outlook to $100.8 Billion

Johnson & Johnson (NYSE: JNJ) remains one of the most stable US large-cap healthcare stocks. With a marketCapitalizationof about $545.74 billion, JNJ continues to anchor the US pharma and medical devices sectors. Shares slipped 1.77% on the snapshot day amid broader market consolidation, but …

Nitish Kishor | 18 May 2026

Intuitive Surgical (ISRG) Stock in Focus as Q1 Revenue Tops $2.77 Billion on da Vinci 5 Adoption

Intuitive Surgical, Inc. (Nasdaq: ISRG) is one of the most-watched US large-cap medical device stocks. With a marketCapitalizationof about $149.15 billion, ISRG continues to lead the robotic surgery sector. Shares fell 1.62%.

Nitish Kishor | 18 May 2026

AbbVie Stock in Focus as Skyrizi and Rinvoq Replace Humira Growth

AbbVie Inc. (NYSE:ABBV) remains one of the most-watched US large-cap pharmaceutical stocks after a Q1 2026Earningsprint that confirmed the company's post-Humira transition is delivering. With a marketCapitalizationof about $371.72 billion, ABBV continues to lead in immunology. Shares slipped 0.18% on the snapshot day.

Nitish Kishor | 18 May 2026
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