GSK PLC
Commented by Tarik Dede on October 30th, 2026 | 13:54 CET
Pharma as a defensive alternative: Eli Lilly, Formycon and GSK in focus
This year we have repeatedly seen major rotations, particularly in the US equity markets. When AI stocks weakened, other sectors, such as utilities and pharma, performed well. No real money was withdrawn from the markets in the process. Pharma stocks could be among the big winners if the major indices suffer a serious crash. An end to the AI boom, for example, would be a disaster for investors and market participants. Investors looking to gradually adopt a more defensive position should consider adding healthcare stocks to their portfolio. In the past, this strategy has certainly often proved its worth. Today we therefore look at the shares of Formycon, Eli Lilly and GSK.
Read
Commented by Tarik Dede on June 11th, 2026 | 07:05 CEST
Wave of Biotech Acquisitions: Eli Lilly, Vidac Pharma, and GSK in the Spotlight
Cancer remains one of humanity's greatest scourges, and at the same time, it is by far the largest healthcare market of all. But the old-school pharmaceutical giants are running out of oncology pipeline candidates, and now smaller, far more innovative players are increasingly being acquired. The M&A market is currently experiencing extremely dynamic times. This week, for example, GSK announced the acquisition of Nuvalent for USD 10.6 billion in cash. Gilead Sciences, in turn, struck a deal in April with the German company Tubulis—for a total of USD 5 billion. Shortly thereafter, Eli Lilly offered up to USD 7 billion for Kelonia Therapeutics, just to name a few of this year's deals. That is why we are taking a look at the opportunities in the sector today and putting the stocks of Eli Lilly, Vidac Pharma, and GSK under the microscope!
Read