Recursion Pharmaceuticals' AI-based approach has the potential to transform the pharmaceutical industry. However, it is still chasing clinical wins that would demonstrate the power of its strategy.
Drugmakers plan to raise U.S. prices on at least 350 branded medications including vaccines against COVID, RSV and shingles and blockbuster cancer treatment Ibrance, even as the Trump administration pressures them for cuts, according to data provided exclusively by healthcare research firm 3 Axis Advisors.
Biogen Inc. shares, despite retail investor pessimism, rose 15.1% in 2025. Besides the successful launch of Leqembi, I highlight Skyclarys, an Nrf2 activator for the treatment of Friedreich's ataxia, as a driver of Biogen's EBIT growth. Its sales totaled $132.9 million in Q3, up 29.9% year-over-year.
Amazon and Alphabet are key leaders in the AI race on top of their flagship businesses. Walmart benefits from consistent non-discretionary spending like groceries.
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