WS #16527
Eli Lilly surged 7.34% after lifting its 2026 revenue guidance to $91-92 billion, while Merck gained 4.63% on strong adjusted EPS. The healthcare sector led the market with a +2.38% gain, acting as a defensive anchor amidst the tech and macro turmoil. Gilead Sciences is also seeing positive analyst attention driven by HIV-prevention drug sales growth. This cluster highlights a rotation out of high-multiple tech and into quality, cash-generative healthcare names.
Pharma and Healthcare Rally
Eli Lilly surged 7.34% after lifting its 2026 revenue guidance to $91-92 billion, while Merck gained 4.63% on strong adjusted EPS. The healthcare sector led the market with a +2.38% gain, acting as a defensive anchor amidst the tech and macro turmoil. Gilead Sciences is also seeing positive analyst attention driven by HIV-prevention drug sales growth. This cluster highlights a rotation out of high-multiple tech and into quality, cash-generative healthcare names.