Building on the success of Revlimid, Celgene is targeting new hematological oncology markets that could double its revenue in a decade or less.
Reinvesting the proceeds from a blockbuster cancer franchise into new drugs for autoimmune diseases may open the door to billions in future revenue for this leading biotech.
Good organic growth and margin expansion support 3M as a leader in the industrial space, but valuations are getting steep.
EMC appears to be taking share in a still-weak storage market, but management may have to fight to keep its vision of the company intact.
Weatherford continues to deliver asset sales and margin improvements, but a lot of work still lies ahead
Boston Scientific reported surprising growth from supposedly low-growth segments, but the way forward is still hazy
Roche continues to build upon the strongest oncology franchise in Big Pharma but could still use some non-oncology hits
Exiting baseband provides an immediate boost to margins, but finding new sources of revenue growth is vital for a better multiple.
Good system sales and procedure volume growth are helpful but not entirely convincing
Strong science and underserved markets can fuel further gains from this delivery-focused biopharma
Allergan's strong second quarter earnings may help its takeover defense; a defense that is starting to aggravate Valeant
Novartis and Google decide to work together on sci-fi eyes.
Weak results in test & measurement and frustration over a lack of big M&A weighs on the shares
AbbVie comes to terms for a deal that will significant reduce its tax bill and add some valuable diversification
Even with pricing worries and weak spine results, Stryker is among the fastest-growing large med-techs
Baxter beat the skeptics this time, and still has a solid long-term outlook
Novartis's second quarter earnings were ho-hum, but that's not why investors are bullish about the shares
Good revenue growth, particularly in core loans, helped fuel an across-the-board beat for this giant bank
St. Jude Medical's momentum in CRM is proving more resilient than the skeptics would believe
Abbott did well on expenses, but driving better revenue growth needs to be the priority soon