Zacks Industry Outlook Highlights Eli Lilly, Johnson & Johnson, Sanofi and Bayer

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• Lilly expects to launch orforglipron for obesity in the United States during the second quarter of 2026 and in most international markets during 2027

  80% confidence

• The drug and biotech sector has recovered somewhat in 2026 after remaining muted for most of 2025

  80% confidence

• President Trump has threatened to impose a 100% tariff on pharmaceutical imports unless a company builds pharmaceutical plants in the United States

  80% confidence

• Innovation is at its peak with key spaces like rare diseases, next-generation oncology treatments, obesity, immunology and neuroscience attracting investor attention

  80% confidence

• Overall, large drugmakers have several robust revenue streams and are mostly profitable companies, making them safe havens for long-term investment

  80% confidence

• The Zacks Large Cap Pharmaceuticals industry currently carries a Zacks Industry Rank #172, which places it in the bottom 29% of 243 Zacks industries

  80% confidence

• J&J looks optimistic for continued strong momentum in 2026, with a target to generate around $100 billion in revenues in the year

  80% confidence

• Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1

  80% confidence

• Lilly expects its new drugs, Mounjaro, Zepbound, Ebglyss, Jaypirca, Inluriyo, Kisunla and Omvoh to drive sales growth in 2026

  80% confidence

• Despite the headwinds, the industry's focus on innovation and positive pipeline/regulatory developments signals a favorable long-term outlook

  80% confidence

• M&A activity has shot up in 2026 after a lull in the past couple of years

  80% confidence

• Among the large drugmakers, Eli Lilly, Johnson & Johnson, Sanofi and Bayer are worth retaining in one's portfolio

  80% confidence

• J&J expects sales growth in both segments (Innovative Medicine and MedTech) to be higher in 2026

  80% confidence

• Sales of late-life cycle products like Trulicity, Taltz and Verzenio are expected to be flat to down in 2026

  80% confidence

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