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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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  • 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
  • Strong immunology market growth, market share gains and momentum from new indications are expected to drive Skyrizi and Rinvoq growth

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

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

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

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

    80% confidence

Data points we hold from this source

AbbVie Inc. · eps estimate14.42 USD
What we know · the intelligence behind this page
Live from the substrate
What we're seeing
AI Funding Surge: Capital Floods Fintech, Foundation Models, and Autonomous Systems
A concentrated burst of AI-linked funding on 2026-08-28 pushed well over $1.5B into companies spanning fraud/identity fintech (Socure, which also acquired Fravity), foundation models (Stability AI), AI agents and enterprise tooling (Instinct, Generalist AI, Emerald AI, Owner), and AI-adjacent autonomous/aerospace ventures (Gatik, Regent Craft). The breadth and simultaneity of these rounds signal that investor appetite for AI is not concentrated in a single vertical but is broadening into applied and infrastructure-adjacent domains, with consolidation (Socure-Fravity) beginning alongside fresh capital formation.
Our read on the data ›
Signals we're tracking
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.
Patterns we're watching ›
Where sources disagree
Morgan Stanley & Co. LLC
The same metric (eps) for the same entity (Morgan Stanley & Co. LLC) reported for the identical fiscal period (Q1 2026) and observation date (2026-03-31) has two conflicting values: 3.43 USD_per_share vs 3.08 USD. This is not a temporal change — both observations claim to measure the same point in time. The ~10% discrepancy (0.35 USD difference) is material for a financial metric.
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