Barclays: Lilly & BMS Top Picks in Pharma

0:00It's March 2nd. Here's your Durham News in 2 Minutes. Barkley's analyst kicked off coverage this week on Big US Biopharma companies with a neutral view on the sector overall. They see it as a 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. Ideas with huge data troves and strong pipelines stand to gain the most. Aging populations in rising chronic illnesses like obesity and diabetes keep demand steady. Eli Lilly crushed estimates in the fourth quarter of 2025 with revenue of $19,300,300, up 43% from last year. Blockbuster drugs, Monjaro for diabetes and Zepbound for obesity fueled the surge. Lilly now guides for $80 to $83 billion in revenue next year, about 25% growth.

1:00Meanwhile, 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. This 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, made for listening in bed, S-O-L-I-SoliPillow.com