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

    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
  • 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
  • Orforglipron has the potential to be a more convenient alternative to injectable treatments like Zepbound and rival Novo Nordisk's Wegovy

    80% confidence
  • AstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period

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

    80% confidence
  • 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
  • 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 expects to generate $80 billion in total revenues by 2030

    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
  • 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

Data points we hold from this source

AbbVie Inc. · eps estimate14.42 USD
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Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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