Browsing Tag
Johnson and Johnson
5 posts
Pharma M&A trends 2026: Why $1.3tn in firepower is meeting the steepest patent cliff in industry history
Big pharma has $1.3 trillion to deploy and $230 billion in revenue going off-patent by 2030. The 2026 deal map shows where the panic is real.
Why the $11.5bn global sutures market is splitting into two growth stories
Sutures look like a mature commodity. Antimicrobial coatings, ambulatory surgery and Asia-Pacific demand are quietly turning it into a margin contest.
Microsoft (MSFT) trades near $424 after Q3 beat as OpenAI revenue share is eliminated
Microsoft beat Q3 expectations across the board. Then it guided $190 billion of 2026 capex and Q4 revenue below consensus. Read more.
Why Lilly’s $3.25bn Kelonia acquisition signals a manufacturing shift across the entire CAR-T landscape
Eli Lilly agrees to acquire Kelonia Therapeutics for up to $7B. What the iGPS in vivo CAR-T platform means for oncology and LLY investors. Read the analysis.
Dizal’s sunvozertinib beats chemo in phase 3 first-line NSCLC trial, opening path to new drug applications
Dizal's sunvozertinib beats platinum chemo in WU-KONG28 phase 3 first-line EGFR exon 20 NSCLC trial. What this means for patients, rivals and investors. Read more.