FDA decision (PDUFA date) for the once-daily HIV single-tablet regimen, bictegravir/lenacapavir (BIC/LEN), is scheduled.
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Recent events
New FDA PDUFA target action date for the subcutaneous autoinjector formulation of LEQEMBI (lecanemab) for treatment initiation on 2026-08-24, following a three-month review extension from the original May 24, 2026 date expected.
Natera is expected to announce its Q2 2026 earnings results on or around August 6, 2026, scheduled. High importance is estimated due to typical high volatility (>10%) following earnings reports.
Viatris will report its second-quarter 2026 financial results, with a conference call scheduled for 8:30 a.m. ET. Estimated ~1% impact due to routine announcement, scheduled.
Q2 2026 earnings release and conference call scheduled. High investor focus on the sales momentum of GLP-1 drugs is expected.
Q2 2026 earnings release is scheduled for August 5, 2026 scheduled. High importance as quarterly results typically cause significant price volatility.
Q2 2026 earnings release is scheduled. Low importance is estimated as a standard quarterly update.
Q2 2026 earnings release and conference call scheduled for 2026-08-04; estimated >10% price impact based on historical volatility scheduled.
Merck's Q2 2026 earnings release and conference call are scheduled. Analysts forecast EPS of $2.15 and revenue of $16.3 billion, forecasted. High importance is estimated as quarterly results for a mega-cap pharmaceutical company typically drive ≥10% price volatility, scheduled.
Pfizer's second-quarter 2026 earnings and revenue results are scheduled to be released before the market opens on August 4, 2026. High impact (>=10%) is estimated as a major quarterly catalyst, scheduled.
Moderna second quarter 2026 financial results and corporate update, with >5% price impact expected, scheduled.
AbbVie is scheduled to announce its second-quarter 2026 financial results before the market opens, as announced on June 26, 2026. A Low impact is estimated as the announcement of the date itself typically has minimal immediate price effect, scheduled.
First quarter fiscal year 2026 earnings release is scheduled.
Bristol-Myers Squibb will announce results for the second quarter of 2026 on Thursday, July 30, 2026; Medium importance estimated due to typical earnings volatility, scheduled.
Illumina is scheduled to release its financial results for the second quarter of 2026 after the market closes on July 30, 2026, with a conference call to follow; a price impact of ≥5% is estimated based on historical volatility scheduled
Regeneron is scheduled to report its second quarter 2026 financial and operating results before the U.S. financial markets open, with a conference call at 8:30 AM ET. Estimated 5% impact based on historical earnings volatility scheduled.
Sanofi is scheduled to release its Q2 2026 financial results on July 30, 2026, followed by a webcast for the financial community, which is scheduled.
Q2 2026 earnings release on July 30, 2026 scheduled
Q2 2026 earnings release on 2026-07-29. Analysts forecast EPS between $2.35 and $3.24, with revenue of $2.42B. The company also projects a ~$164M R&D charge, reducing non-GAAP EPS by ~$0.95 for the quarter. High importance estimated due to significant R&D charge and wide analyst forecast range scheduled.
Q2 2026 earnings release scheduled. The announcement of the date was made on June 18, 2026. Low importance estimated as the scheduling announcement itself typically has minimal immediate price impact. scheduled
Second quarter and first half 2026 financial results are scheduled to be released on 2026-07-27. Major earnings reports typically impact stock prices by over 5%, so a significant market reaction is expected.
First-half 2026 earnings results are scheduled to be released. Neutral impact is estimated as the financial performance is yet to be disclosed; scheduled.
Thermo Fisher Scientific is scheduled to release its financial results for the second quarter of 2026 before the market opens, with a conference call to follow. This major earnings announcement is expected to impact the stock price, justifying a Medium importance estimate, and is scheduled.
ICON is expected to release its Q2 2026 earnings results on 2026-07-22. Analysts forecast EPS of approximately $2.57, a year-over-year decrease. High importance is estimated due to potential volatility following recent accounting issues. This release is scheduled.
Q2 2026 earnings release scheduled. Analysts forecast EPS around $3.99-$4.08. High importance is estimated due to expected market volatility scheduled.
Novartis Q2 2026 earnings results on July 21, 2026, scheduled.
Abbott is scheduled to report its Q2 2026 financial results before the market opens on July 16, 2026. Analysts forecast EPS of $1.28 on revenue of $12.52 billion. The company's guidance for the quarter is an adjusted EPS of $1.25 to $1.31. Medium importance is estimated as earnings for large-cap stocks often cause 5-10% price movement, and this event is scheduled.
Johnson & Johnson is scheduled to report its Q2 2026 financial results before the market opens on July 15, 2026. Analysts forecast EPS around $2.86 on revenues of approximately $25.06 billion. High importance is assigned as major earnings surprises can lead to price impacts exceeding 10%. This is scheduled.
Presented new findings at the Alzheimer's Association International Conference (AAIC) on 2026-07-12 suggesting the subcutaneous autoinjector for LEQEMBI may offer similar effectiveness and safety to the intravenous method.
Presented positive long-term safety and efficacy data from the phase 3 FRONTIER4 extension study for its hemophilia A drug candidate, denecimig (Mim8), at the ISTH 2026 Congress on July 11, 2026 expected. Medium importance as clinical data for pipeline candidates impacts long-term valuation.
The U.S. FDA approved KEYTRUDA and KEYTRUDA QLEX, each combined with Padcev, as a perioperative treatment for adults with muscle-invasive bladder cancer (MIBC), expanding its use regardless of cisplatin eligibility. High importance is estimated due to the significant expansion of the addressable market for Merck's primary revenue driver, likely resulting in ≥10% long-term valuation impact, expected.
Pfizer and Astellas received U.S. FDA approval for PADCEV in combination with Keytruda for muscle-invasive bladder cancer on July 10, 2026. High impact (>=10%) is estimated due to the first-in-class status.
Announced positive Phase 3 trial results for its lung cancer drug, risvutatug rezetecan (Ris-Rez), which met its primary endpoint of improving overall survival in patients with small-cell lung cancer in a trial conducted by Hansoh Pharma; analysts market impact of at least 5% estimated.
On July 10, 2026, the U.S. FDA approved Sarclisa Escena, a subcutaneous version of Sanofi's multiple myeloma drug that can be administered via an on-body injector, enhancing its competitiveness.
A key competitor's (Ionis/AstraZeneca) drug, eplontersen (Wainua), failed its Phase III trial for ATTR-CM, reducing competition for Alnylam's AMVUTTRA and positively impacting its market position, as reported on July 9, 2026.
Announced with partner AstraZeneca on July 9, 2026, that the Phase 3 CARDIO-TTRansform trial of eplontersen (Wainua) in patients with ATTR-CM did not meet its primary efficacy endpoint, leading to a stock price decline of over 20%.
AstraZeneca announced that the CARDIO-TTRansform Phase III trial for its heart disease drug Wainua (eplontersen), co-developed with Ionis, did not meet its primary endpoint on 2026-07-09, resulting in a 7.7% stock price decline.
Partner Roche announced the discontinuation of two partnered Huntington's disease programs, tominersen and RG6496, on July 9, 2026, following a Phase 2 trial not meeting its efficacy objective and safety signals in an animal study. This resulted in an 8% stock decline.
Announced that its Signatera personalized molecular residual disease (MRD) test received certification as a Class C device under the European Union's In Vitro Diagnostic Regulation (IVDR) on July 9, 2026. Medium importance is estimated based on market expansion potential (>5%).
Illumina announced the appointment of Mike Sullivan as Chief Commercial Officer (effective July 20, 2026) and Julie Coletti as Chief Legal Officer (effective August 3, 2026) to strengthen its executive team; a price impact of ≥1% is estimated based on market norms scheduled
The Board of Directors declared a quarterly cash dividend of $0.47 per common share, payable on October 15, 2026, to shareholders of record as of September 15, 2026.
Eli Lilly's competing oral drug, orforglipron, showed superior efficacy in weight loss and blood sugar reduction compared to Novo Nordisk's oral semaglutide in a head-to-head Phase 3 trial, results published around July 8, 2026 expected. High importance due to significant competitive threat in the core obesity market.
Michael McDonnell appointment to Board of Directors and Audit Committee on July 8, 2026, with >1% price impact expected, scheduled.
On July 8, 2026, Sanofi offered commitments to the European Commission to end an antitrust investigation, proposing to stop allegedly disparaging claims against a rival flu vaccine.
Announced positive results from a Phase 1b study for vitiligo treatment TEV-'408, showing improved skin pigmentation. The company plans to advance to a Phase 2b trial in Q4 2026. Medium importance estimated as clinical trial successes for new treatments typically drive significant investor interest. expected
The company's Applied Biosystems RapidINTEL Plus Cartridge received approval from the FBI's National DNA Index System (NDIS) for use with qualifying forensic crime scene samples, making it the first Rapid DNA workflow eligible for the national CODIS database.
The European Commission approved TEPKINLY (epcoritamab) in combination with lenalidomide and rituximab for the treatment of adult patients with relapsed or refractory follicular lymphoma.