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Everything Stocknote has published on Pharmaceuticals: 3 research articles covering 3 companies across 1 category. The latest piece was published on November 2, 2026.
Lilly's Q3 2026 revenue rose 39% to $24.4B as volume added 53 points and price subtracted 15, with IPR&D charges of about $4.57 a share and 2026 guidance raised to $91B-$92B.
AbbVie's Skyrizi and Rinvoq are 48.7% of Q3 2026 revenue and about 98% of its growth, while adjusted EPS of $3.82 includes $0.69 of year-to-date acquired IPR&D charges.
BMY trades at 9.3x P/E and a 4.5% yield while three forensic mispricings sit in plain sight: the Eliquis IRA cliff that didn't happen, a growth/legacy crossover already cleared in 2025, and a $14B Cobenfy option the Street is valuing at zero. Rating: BUY. 12-month target $78, multi-year intrinsic $95+.
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