Barclays: Lilly & BMS Top Picks in Pharma

0:00It's March 2nd, here's your Derm News in 2 Minutes. Barkley's analysts kicked off covers this week on big U.S. biopharma companies with a neutral view on the sector overall. They see it as the safe spot for investors dodging AI shakeups in other industries. Their top picks are Eli Lilly and Bristol Meyer Squibb both rated overweight. Pharmacompanies are actually winning with AI by speeding up drug discovery and slashing costs. Examples with huge data troves and strong pipelines stand to gain the most. Aging populations and rising chronic illnesses like obesity and diabetes keep demand steady. Eli Lilly crushed estimates in the fourth quarter of 2025 with revenue of $19,300,000, up 43% from last year. Blockbuster Drugs, Manjaro for Diabetes and Zetbound for Obesity fueled the surge. Lilly now guides for $80-$83 billion in revenue next year, about 25% growth.

1:01Meanwhile, Bristol Meyer Squibb offers a value bet despite looming patent losses on drugs like eloquence and optivo. Its growth products jumped 16% last quarter, making up nearly 60% of sales. A solid pipeline with six key readouts expected in 2026 could spark a turnaround. Analysts point to farm as tough regulations as a shield from disruption, plus reliable health spending even in tough times. Both Lilly's premium growth and Bristol Meyer's undervalued potential could outperform heading into 2026. This story is made possible by our sponsor. Your pillow, your podcast, your moment. May for listening in bed, S-O-L-I-SOLI-Pillow.com.