Global pharmaceutical company Merck (NYSE:MRK) beat Wall Street’s revenue expectations in Q4 CY2025, with sales up 5% year on year to $16.4 billion. On the other hand, the company’s full-year revenue guidance of $66.25 billion at the midpoint came in 2% below analysts’ estimates. Its non-GAAP profit of $2.04 per share was 1.5% above analysts’ consensus estimates.
As the pharmaceutical industry enters the heart of its Q4 2025 earnings season this February 2, 2026, a clear divide has emerged between the high-flying giants of the metabolic gold rush and those struggling to navigate the steepest regulatory and patent hurdles in a generation. With major reports from Eli
The high-stakes world of biotechnology faced a jarring reality check on January 26, 2026, as shares of Revolution Medicines (Nasdaq: RVMD) cratered by 17%. The sharp decline came as the speculative fervor surrounding a potential multi-billion-dollar acquisition of the company began to dissolve, leaving investors to grapple with a "news
While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns.
Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.
As the final days of January 2026 unfold, the financial world is fixed on the steps of the U.S. Supreme Court. A landmark decision in the consolidated cases of Learning Resources, Inc. v. Trump and Trump v. V.O.S. Selections, Inc. is expected within weeks, representing the most
In a landmark moment for the synthetic media landscape, London-based AI powerhouse Synthesia has reached a staggering $4 billion valuation following a $200 million Series E funding round. Announced on January 26, 2026, the round was led by Google Ventures (NASDAQ:GOOGL), with significant participation from NVentures, the venture capital arm of NVIDIA (NASDAQ:NVDA), alongside long-time [...]
In a landmark shift for the biotechnology and pharmaceutical industries, the U.S. Food and Drug Administration (FDA) has officially entered what experts call the “Enforcement Era” of artificial intelligence. Following the release of the January 2026 Joint Principles in collaboration with the European Medicines Agency (EMA), the FDA has unveiled a rigorous new regulatory framework [...]
As of January 26, 2026, Merck & Co. (NYSE: MRK) stands at the most critical juncture in its 135-year history. Known globally for its dominant oncology franchise and robust vaccine portfolio, the company is currently navigating the "Keytruda Cliff"—the 2028 expiration of patents for its $30 billion-a-year blockbuster. While Merck has spent the last five [...]
The biotechnology sector has always been a high-stakes arena where clinical success can create multi-billion-dollar empires overnight, and a failed negotiation can erase a fifth of a company’s market value in a single trading session. This volatility was on full display in late January 2026 as Revolution Medicines (Nasdaq: RVMD) experienced a dramatic 20% stock [...]
Stifel expects dip-buyers to step in, saying it would be surprised to see RVMD settle meaningfully below $100, calling the failed talks an “M&A clearing event.”
