4 Large-Cap Pharma Stocks to Watch as Industry Recovery Gains Steam

What we drew from this source

The claims Via News extracted from this document. We point to the source; we don't replace it.

• Johnson & Johnson has a Zacks Rank #3

  80% confidence

• President Trump has threatened to impose a 100% tariff on pharmaceutical imports unless a company builds pharmaceutical plants in the United States

  80% confidence

• Sales of late-life cycle products like Trulicity, Taltz and Verzenio are expected to be flat to down in 2026

  80% confidence

• Over the last five years, the industry has traded as high as 20.80X, as low as 13.09X and at a median of 16.40X

  80% confidence

• Lilly expects its new drugs, Mounjaro, Zepbound, Ebglyss, Jaypirca, Inluriyo, Kisunla and Omvoh to drive sales growth in 2026

  80% confidence

• Lilly expects to launch orforglipron for obesity in the United States during the second quarter of 2026 and in most international markets during 2027

  80% confidence

• Bayer has a Zacks Rank #3

  80% confidence

• Eli Lilly has a Zacks Rank #3 (Hold)

  80% confidence

• Sanofi has a Zacks Rank #3

  80% confidence

• J&J expects sales growth in both segments (Innovative Medicine and MedTech) to be higher in 2026

  80% confidence

• The top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

  80% confidence

• J&J looks optimistic for continued strong momentum in 2026, with a target to generate around $100 billion in revenues in the year

  80% confidence

• The Zacks Large Cap Pharmaceuticals industry currently carries a Zacks Industry Rank #172, which places it in the bottom 29% of 243 Zacks industries

  80% confidence

• The industry is currently trading at 18.70X forward 12-month P/E compared with the S&P 500's 20.77X and the Zacks Medical Sector's 21.38X

  80% confidence

Cited in these Via News reports

• AI-Designed Cancer Drug BD200 Defeats Resistant Tumors, Outperforms Marketed Antibodies →
• AI-Designed Drug Candidates Show Clinical Progress Across US and Canadian Trials →
• Biotech Firms Secure Capital as Gene Therapy Trials Target 5 Million Global Patients with Dry AMD →
• FDA Fast-Tracks Lung Cancer Drug as Biotech Sector Logs $430M in Deals →