KEDI Global Longevity Bio Index
Spotlighting innovators in obesity, Alzheimer's, and AI advancements.
Sentiment Summary
Recent Events
FDA PDUFA target action date for LEQEMBI's subcutaneous autoinjector formulation (IQLIK SC-AI) for initiation dosing, a potential new administration option for the Alzheimer's disease treatment, scheduled for 2026-05-24. High impact expected due to the significant market potential of the Alzheimer's treatment.
An Investor Day is scheduled for May 20, 2026, where senior management will provide presentations scheduled.
Takeda is scheduled to announce its financial results for the full fiscal year 2025 (ending March 31, 2026) on May 13, 2026. High importance is estimated as earnings reports for major pharmaceutical firms often trigger price movements exceeding 10% based on guidance. This event is scheduled.
Q1 2026 earnings release is scheduled. Earnings announcements typically result in >5% price impact, scheduled.
Viatris is scheduled to report its first quarter 2026 financial results on May 7, 2026, with an estimated price impact of over 5% based on historical earnings volatility scheduled.
Novo Nordisk is scheduled to announce its first quarter 2026 financial results. Low importance as it is a routine earnings call, scheduled.
Revvity will release its Q1 2026 financial results before market open on May 5, 2026, with a conference call scheduled for 7:30 a.m. ET. High importance is estimated as earnings reports typically drive significant price movements scheduled
Exelixis is scheduled to release its first quarter 2026 financial results after the market closes on May 5, 2026. Analysts forecast earnings of $0.76 per share and revenue of $608.93 million for the quarter, scheduled. Importance is Medium as earnings releases typically result in price movements exceeding 5%.
First quarter 2026 earnings results and conference call scheduled. Based on the previous earnings-related 8% price movement, a medium impact is expected.
Leidos is scheduled to announce its first quarter 2026 financial results on May 5, 2026, before the market opens, scheduled. Earnings releases for major defense contractors typically result in price volatility of 5% or more.
Pfizer is scheduled to release its Q1 2026 earnings results before the market opens on May 5, 2026, scheduled.
On 2026-05-01, the first quarter 2026 financial results and corporate update are scheduled. A Medium impact is estimated as quarterly earnings reports for major biotech firms often result in price movements exceeding 5%, scheduled.
Amgen is scheduled to report its first quarter 2026 financial results after the market close on April 30, 2026, followed by a conference call with management, scheduled. High importance is estimated due to typical volatility surrounding earnings releases.
Eli Lilly is scheduled to announce its first-quarter 2026 financial results on April 30, 2026. This is a recurring event with high potential for stock price impact (analysts estimate ≥10%) based on revenue, earnings per share, and future guidance. scheduled
First quarter 2026 earnings release and conference call scheduled for April 30, 2026. Analysts forecast a loss per share, reflecting charges from recent acquisitions, forecasted. High importance estimated as earnings typically drive significant price movement, scheduled.
Alnylam is scheduled to report its Q1 2026 financial results before the market opens on April 30, 2026. Analysts forecast EPS of $1.50 and revenue of approximately $1.13 billion. A neutral impact is expected as the market usually anticipates these figures, scheduled.
Released Q1 2026 financial results. Analysts had forecasted a significant year-over-year decline, with consensus estimates for revenue around $2.6 billion and EPS around $0.31, a drop of over 40% forecasted.
Bristol-Myers Squibb is scheduled to release its Q1 2026 financial results on April 30, 2026. Analysts forecast an EPS of around $1.46 and revenue of $10.85 billion, a slight year-over-year decline forecasted. Medium importance is estimated as earnings releases typically cause 5-10% volatility.
Reported Q1 2026 adjusted EPS of $2.65 and revenue of $15.0 billion, both beating analyst expectations. Raised full-year 2026 adjusted EPS guidance to $14.08 - $14.28.
Ionis reported Q1 2026 revenue of $246 million, beating estimates, and narrowed its net loss; the company also raised its full-year 2026 revenue guidance to $875-$900 million. This is estimated to have a >10% price impact due to the significant guidance raise, so the earnings release is expected.
Pfizer announced on April 29, 2026, that its blood-cancer drug Elrexfio met its primary endpoint in a Phase 3 study, significantly improving progression-free survival in patients with relapsed or refractory multiple myeloma.
Regeneron reported Q1 2026 financial results, with revenue of $3.6 billion (a 19% YoY increase) and non-GAAP EPS of $9.47, beating analyst estimates. However, total Eylea franchise sales declined 10% and a temporary manufacturing interruption in Ireland impacted GAAP gross margin.
Reported Q1 2026 total revenue of $15.3 billion and core EPS of $2.58 on 2026-04-29, beating analyst expectations.
Reported Q1 2026 revenue of $2.48 billion (+2% YoY) and non-GAAP EPS of $3.57 (+18% YoY) on 2026-04-29, beating analyst expectations. The stock rose approximately 4.6% on the news.
Lowered full-year 2026 non-GAAP diluted EPS guidance to $14.25-$15.25 on 2026-04-29, from a prior range of $15.25-$16.25, to reflect charges related to business development activities.
Q1 2026 earnings were released on April 29, 2026, beating analyst estimates with core EPS of 46.5p, but the stock price fell over 5% due to concerns over the quality of the beat.
Teva announced Q1 2026 financial results on 2026-04-29, reporting revenue of $4.0 billion and non-GAAP EPS of $0.53, exceeding analyst expectations. The stock rose over 7% in pre-market trading following the announcement.
On 2026-04-29, Teva announced a definitive agreement to acquire Emalex Biosciences for $700 million upfront. Based on the deal size and pipeline expansion, market analysis estimates a medium market impact (5-10%), estimated.
Announced the discontinuation of the atuliflapon asthma program on 2026-04-29 after it failed a Phase 2 trial due to lack of efficacy.
Leidos announced it received a $456 million contract from the General Services Administration to manage the Military OneSource program for four years.
Shareholders approved the appointment of Belén Garijo as the new CEO, effective May 1, 2026, at the Annual General Meeting on April 29, 2026. (Low importance estimated as CEO transitions typically result in <5% price movement) scheduled.
On April 28, 2026, the U.S. FDA's CDER proposed to withdraw the approval for Amgen's drug Tavneos due to effectiveness and safety concerns. High importance is estimated as drug withdrawals significantly impact revenue and reputation.
Q1 2026 earnings and revenue missed analyst expectations on April 28, 2026. Net sales were $13.1B (-1% reported, -5% constant currency) and core EPS was $1.99 (-13% reported), primarily due to US generic competition for the drug Entresto. The stock price declined following the announcement.
Announced on April 28, 2026, Pfizer reached settlement agreements with generic drug manufacturers, extending the U.S. patent exclusivity for its blockbuster heart disease drug Vyndamax to June 1, 2031.
Announced a strategic agreement granting AbbVie an exclusive option to acquire Kestrel Therapeutics for up to $1.45 billion, centered on its pan-KRAS inhibitor KST-6051 for solid tumors.
Submitted an application to the U.S. FDA for upadacitinib (Rinvoq) for the treatment of adult and adolescent patients with severe alopecia areata.
Received U.S. FDA clearance and CE Mark approval for its next-generation Ultreon 3.0 Software, an AI-powered coronary imaging platform.
Received US FDA approval for Breztri Aerosphere for the maintenance treatment of asthma in patients aged 12 and older on 2026-04-28.
On April 28, 2026, the U.S. FDA accepted the New Drug Application for Bepirovirsen with Priority Review, leading to an estimated 5% price impact.
Partner GSK announced that the U.S. FDA accepted for Priority Review the New Drug Application for bepirovirsen for chronic hepatitis B, with a PDUFA target action date of October 26, 2026. This is estimated to have a >5% price impact as a major regulatory milestone, so the announcement is scheduled.
Announced it has signed a put option agreement to acquire Doctrine, a Paris-based legal AI platform, to strengthen its LexisNexis division.
On April 28, 2026, the FDA announced Amgen's participation in a new proof-of-concept pilot for real-time clinical trials (RTCT) for Imdelltra. Low importance is estimated as this is a procedural pilot program.
Received US FDA approval for the Saphnelo Pen, a self-administered autoinjector for the treatment of systemic lupus erythematosus (SLE) on 2026-04-28.
Announced the opening of its U.S. flagship Bioprocess Design Center on April 28, 2026, to accelerate the development and manufacturing of biologics.
Announced a definitive agreement on April 27, 2026, to sell its microbiology business to private equity firm Astorg for approximately $1.075 billion. The transaction is expected to close in the second half of 2026.
Submitted an application to the U.S. FDA for SKYRIZI (risankizumab) for subcutaneous induction for the treatment of adult patients with moderately to severely active Crohn's disease.
On April 27, 2026, Efimosfermin was granted Breakthrough Therapy and PRIME designations, resulting in an estimated 1% price impact.
The European Medicines Agency's CHMP recommended approval for tolebrutinib for multiple sclerosis on April 24, 2026. (Medium importance estimated as regulatory recommendations for key pipeline drugs often impact price by 5-10%) expected.
Received a Complete Response Letter (CRL) from the FDA for the Biologics License Application (BLA) for trenibotulinumtoxinE, requesting additional information on manufacturing processes.
On 2026-04-24, shareholders approved the 2026 Incentive Stock Program and Kevin Conroy was appointed to the Board of Directors, increasing the board size from twelve to thirteen members.
On April 23, 2026, the FDA granted accelerated approval for Otarmeni, the first gene therapy for genetic hearing loss. Regeneron will provide the therapy for free in the U.S. and received a valuable Priority Review Voucher.
Leidos announced a $617 million award from the U.S. Army to build and deliver additional launchers for the Indirect Fire Protection Capability Increment 2 (IFPC Inc 2) system.
Announced positive phase 3a results for oral semaglutide in children with type 2 diabetes. Medium importance as it expands the market for a key drug, expected.
Issued an AGM trading update, reporting a strong start to the year and reaffirming its full-year outlook for strong underlying growth in revenue and adjusted operating profit.
Sanofi reported Q1 2026 adjusted EPS of $1.10 and revenue of $12.3 billion on April 23, 2026, exceeding analyst expectations. (Medium importance estimated as earnings beats typically drive 5-10% price adjustments) expected.
Reported Q1 2026 revenue of $11.01 billion and adjusted EPS of $5.44 on April 23, 2026, beating analyst consensus and raising full-year 2026 revenue and adjusted EPS guidance.
At the 2026 Annual Meeting, stockholders approved the 2026 Incentive and Stock Award Plan, re-elected all director nominees, and ratified the appointment of PricewaterhouseCoopers LLP as auditor.