📊 Large Pharma stock Q1 2025 👇
🚀 Vertex Pharmaceuticals (+22%) – Market cap hit $127 B on back-to-back approvals for once-daily CF triple Alyftrek (US Dec 2024, UK Mar 2025) and non-opioid pain pill Journavx, keeping its cystic-fibrosis engine roaring while diversifying into pain.
🧬 Gilead Sciences (+21.1%) – mainly HIV pipeline : once-yearly Sunlenca showed strong Phase I data and sits in FDA priority review, while Phase III ALLIANCE proved Biktarvy’s value in HIV/HBV coinfection.
🤝 Roche (+18.5%) – signed a $5.3 B licensing pact with Zealand Pharma to co-develop petrelintide ± CT-388, entering into the cardio-renal-metabolic arena.
💊 Amgen (+17.7%) – Double-digit sales across 10 products (Repatha, Blincyto, Tezspire) plus fresh Phase III wins for Tezspire (WAYPOINT) and first-in-class Uplizna approval powering the stock.
📉 Novo Nordisk (-21.1%) – Despite Wegovy’s Q4 2024 sales surge to $2.8 B, slower momentum and Lilly’s superior Zepbound data damaged their weight-loss-leadership confidence.
⚖️ Regeneron (-11%) – Lawsuit alleging misleading Eylea pricing damaged valuation.
🛡️ Merck (-10.4%) – Gardasil safety-claim investigations pressured the stock, even after key lawsuit dismissal kept the HPV vaccine a multi-billion-dollar pillar.