Big Pharma's Earnings Week: Strong Performance, Obesity Wars, LOE Management And More

Big Pharma delivered strong Q4 2025 results, with most companies beating revenue and EPS expectations and providing generally solid 2026 guidance. Eli Lilly solidified its leadership in obesity and diabetes, outpacing Novo Nordisk, which faces a sharp 2026 revenue decline amid fierce competition, pricing pressure, and other factors.

Seeking Alpha • Feb 7, 2026

Healthcare ETFs to Watch as Novo Nordisk Tumbles on Poor Sales Outlook

Novo Nordisk slides 15% on a cautious 2026 sales outlook, but buybacks, leadership moves and Wegovy expansion put its ETFs in focus.

Zacks Investment Research • Feb 4, 2026

Should You Invest in the VanEck Pharmaceutical ETF (PPH)?

Looking for broad exposure to the Healthcare - Pharma segment of the equity market? You should consider the VanEck Pharmaceutical ETF (PPH), a passively managed exchange traded fund launched on December 20, 2011.

Zacks Investment Research • Jan 28, 2026

VanEck Pharmaceutical Fund Bets Big on Weight-Loss Drug Market Approaching $150 Billion

The VanEck Pharmaceutical ETF ( NYSEARCA:PPH ) has surged 26% over the past year, driven almost entirely by the weight-loss drug revolution.

24/7 Wall Street • Jan 23, 2026

Novo Nordisk's Wegovy Pill Shakes Up Rivalry With Eli Lilly, Puts Health Care ETFs In Focus

The approval of Novo Nordisk's (NYSE: NVO)oral Wegovy is bringing new interest to health care and pharmaceutical ETFs that provide access to the growing GLP-1 market without requiring investors to choose one specific company.

Benzinga • Dec 23, 2025

Why PPH Keeps Working When Single Themes Break

The VanEck Pharmaceutical ETF offers concentrated exposure to large-cap global pharma leaders, balancing growth, defensive, and non-drug cash flow stabilizers. PPH has demonstrated resilience, outperforming during market drawdowns and delivering an ~11.2% CAGR over five years with lower volatility than the S&P 500. The ETF's structure avoids excessive mega-cap or early-stage risk, with performance driven by earnings, product cycles, and disciplined capital allocation.

Seeking Alpha • Dec 17, 2025

Pharma ETFs to Gain From Landmark UK-US Zero-Tariff Deal

Pharma ETFs like IHE are poised to surge as the UK-US zero-tariff deal raises UK drug prices and strengthens major U.S. players' outlook.

Zacks Investment Research • Dec 9, 2025

Britain will spend more on new medicines in exchange for avoiding tariffs on U.K. pharmaceutical exports to the U.S.

The move marks a victory for the Trump administration's campaign to get other countries to pay more for drugs.

WSJ • Dec 1, 2025

Ozempic—and 14 other popular prescription drugs—will cost less for Medicare after the U.S. government negotiated lower prices

The price cuts will save Medicare billions of dollars in prescription-drug spending.

WSJ • Nov 25, 2025

3 Best Healthcare Stocks: Quant Strong Buys From Goldman's 'Alpha' List

The healthcare sector's renewed momentum offers fertile ground for investors wanting to outperform by picking the best stocks from the broader indexes. Goldman Sachs identified 29 healthcare stocks in the Russell 1000 universe with positive recent consensus revisions to 2026 EPS estimates and that trade at attractive valuations. Goldman sees "more opportunity for alpha than beta" as wide return dispersion and increasing M&A activity in healthcare may favor selected winners.

Seeking Alpha • Nov 17, 2025