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First Trust Advisors LP Reduced Holdings in Amgen Inc. in Q2

The Capital Group Companies Inc. Slightly Reduces Holdings in AstraZeneca PLC

VestGen Advisors Significantly Reduces Holdings in Gilead Sciences, CEO Sells Shares

AstraZeneca to Present Data on Eight Drugs at ASH 2025 Meeting

Amgen Reports Strong Revenue and Sales Growth, BMO Raises Target Price

Sanofi and Regeneron Obtain EU Approval for Dupixent to Treat Chronic Urticaria

Goldman Sachs Reiterates Buy Rating and Price Target for Amgen

Morgan Stanley Raises Target Price for AstraZeneca to 15,000 Pence

OMERS ADMINISTRATION Corp reduces stake in Amgen

Prossimo Advisors LLC Invests in Gilead Sciences

AstraZeneca's Baxdrostat Review Application Accepted

AstraZeneca's hypertension drug receives priority review from FDA

Gilead Sciences CEO Sells Company Shares

Round Hill Asset Management Reduces Stake in Amgen

Panagora Asset Management Inc. Significantly Increased Holdings in Amgen Inc.

New York State Common Retirement Fund Reduces Holdings in Regeneron Pharmaceuticals

Regeneron and Tessera Collaborate on Gene Editing Therapy

Mizuho Raises Gilead Sciences' Price Target to $140

Stablepoint Partners LLC Increased Holdings in Amgen, Strong Q2 Earnings Report

Berry Wealth Group LP increased holdings of Amgen Inc. in Q2

SEVEN HILLS RLTY TR COM USD0.001 (S/R 04/12/2025)

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Polyrizon

Picard Medical

Synchronoss Tech

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Rich Sparkle

Tradr 2X Long ASTS Daily ETF

Able View Global

Epoch Investment Partners Inc. reduced its AstraZeneca PLC holdings by 33.7% in Q2, owning 1,323,269 shares worth $92.47 million. AstraZeneca's stock opened at $90.03, with a 52-week range of $61.24-$94.01. Analysts have mixed ratings, with a consensus price target of $91.67. AstraZeneca reported Q3 EPS of $1.19, beating estimates, with revenue up 12% year-over-year.

Market Beat

AstraZeneca PLC

Astrazeneca

Epoch Investment Partners Inc. Trims Position in AstraZeneca PLC $AZN

AMGN

First Trust Advisors LP reduced its stake in Amgen Inc. by 3.8% in Q2, selling 21,347 shares. Amgen's stock opened at $340.16, with a market cap of $183.17 billion. The company reported Q3 earnings of $5.64 per share, beating estimates, and announced a quarterly dividend of $2.38. Insiders sold shares, including EVP Murdo Gordon and SVP Rachna Khosla.

Amgen

First Trust Advisors LP Sells 21,347 Shares of Amgen Inc. $AMGN

INSM

Lewis William H, Chairman of Insmed Inc, filed a Form 144 with the SEC to sell 10,699 shares on December 4, 2025, through Merrill Lynch & Co Inc. The sale is executed under a prearranged trading plan (10b5-1).

Reuters

Insmed

Chmn Lewis Files To Sell 10,699 Of Insmed Inc [INSM]

GILD

Gilead Sciences Inc. (GILD) shares fell 1.90% to $122.62 on Thursday, underperforming compared to competitors. The S&P 500 Index rose 0.11%, while the Dow Jones Industrial Average fell 0.07%. Gilead's stock is 4.72% below its 52-week high. Trading volume was 4.9M, below the 50-day average of 7.3M. Competitors' performances: Johnson & Johnson (JNJ) fell 1.39%, Pfizer Inc. (PFE) rose 0.51%, and Abbott Laboratories (ABT) rose 0.09%. Data source: Dow Jones Market Data, FactSet. Compiled December 4, 2025.

Dow Jones

Gilead Sciences

Gilead Sciences Inc. Stock Underperforms Thursday When Compared To Competitors

ABBV

Amgen Inc. shares fell 1.52% to $340.16 on Thursday, underperforming compared to competitors. The S&P 500 Index rose 0.11%, while the Dow Jones Industrial Average fell 0.07%. Amgen's stock ended a two-day winning streak and closed 1.80% below its 52-week high. Competitors' performances varied: Johnson & Johnson fell 1.39%, Pfizer rose 0.51%, and AbbVie fell 0.66%. Trading volume was 3.4 million, above the 50-day average of 2.5 million.

Johnson & Johnson

Abbvie

Amgen Inc. Stock Underperforms Thursday When Compared To Competitors

AstraZeneca has chosen Salesforce's Agentforce Life Sciences platform to enhance global customer engagement. This partnership aims to improve AstraZeneca's interactions with healthcare professionals using data-driven, AI-powered solutions, and to boost business growth. Salesforce will provide an end-to-end engagement solution, facilitating medical-commercial coordination and personalized engagement across AstraZeneca's global operations.

AstraZeneca Selects Salesforce Agentforce Life Sciences as Global Customer Engagement Platform

On December 2, 2025, The Capital Group Companies, Inc. adjusted its holdings in AstraZeneca PLC, reducing its voting rights from 5.017815% to 4.973499%. This minor adjustment may impact AstraZeneca’s shareholder dynamics. The latest analyst rating for AstraZeneca stock is a Buy with a $103.00 price target. TipRanks’ AI Analyst rates AZN as Outperform, citing strong financial performance and positive earnings, despite high valuation and potential challenges in China and Medicare reforms.

Tip Ranks

AstraZeneca Stake Adjustment by Capital Group

ALNY

Alnylam Pharmaceuticals (ALNY) stock has surged 12% in the past month and nearly doubled over the past year, raising questions about its valuation. The stock is priced at $473, slightly below Wall Street's target of $489, suggesting a modest 3.2% undervaluation. However, a DCF model indicates a 21% undervaluation with a fair value near $601. The growth is driven by AMVUTTRA's uptake and RNAi therapies' market expansion. Risks include pricing pressure and high R&D costs. Investors are advised to consider other innovative healthcare stocks.

Simplywall

Alnylam Pharma

Alnylam Pharmaceuticals (ALNY): Is the Stock’s Recent Surge Justified by Its Valuation?

VestGen Advisors LLC reduced its stake in Gilead Sciences by 93.2% in Q2, now holding 1,866 shares worth $207,000. Other investors adjusted their positions, with some increasing holdings significantly. Analysts have given Gilead a "Moderate Buy" rating with a consensus price target of $130.65. Insider trading included CEO Daniel O'Day selling 10,000 shares. Gilead's stock opened at $125.00, with a market cap of $155.09 billion.

VestGen Advisors LLC Lowers Holdings in Gilead Sciences, Inc. $GILD

VRTX

Vertex Pharma opened strong this week, with significant movements in main funds, showing a clear increase in volume early on to support the price. Short-term market speculation enthusiasm surged. Some in the community shouted, "Large funds are gathering, is the innovative drug about to take off?" Throughout the day, there were multiple attempts to test upward movements, and the overall pace of the sector accelerated, boosting all pharmaceutical growth targets. Recently, the FDA's favorable news has just passed, making innovative drugs for rare diseases the focus, with progress on leading products and new indications continuously stimulating community funds to follow suit in speculation. There have been no major negative news at high levels recently; instead, some analysts have upgraded their ratings, leading to noticeable effects in the rush for several mainline innovative drugs. The "FOMO sentiment" has surged to new highs amid sector rotation. On the technical side, MACD/KDJ indicators have turned upward consecutively, and the main funds' protective actions have directly lifted the bottom. The warming of growth stocks + the return of funds have created a stage for pharmaceuticals, igniting speculative sentiment during the day. However, it is important to note that the RSI is approaching extreme high levels, and the Bollinger Bands are contracting, making it easy for significant divergences to occur in the short term, with severe internal high-low switches. The community's view is that the core track still has strong expectations, but the risks brought by high-level speculation are also magnified. Short-term chasing highs must closely monitor the volume—if the high-level volume does not follow and intraday movements accelerate, it is a signal for the main funds to cash out. With sector rotation, the market may take a breather, potentially dropping back to lower levels at any time. Therefore, trading at this stage is more suitable for quick in-and-out strategies; those who act quickly can profit, while hesitation may leave only the soup. The innovative drug sector's intraday movements have become the "leader," and once the signal for a trend change appears, it presents the biggest short-term opportunity

Technical Forecast

Vertex Pharma

Morning Trend | Vertex Pharma sees increased volume and consecutive gains, is a short-term opportunity brewing in the innovative drug sector?

AstraZeneca will present 65 abstracts at the ASH 2025, showcasing data on eight medicines, including surovatamig and AZD0120. Key presentations involve trials for follicular lymphoma and multiple myeloma. The event is scheduled for December 6-9, 2025.

AstraZeneca Showcases New Hematology Data with 65 Abstracts at ASH 2025

Insmed Inc. announced inducement awards to 92 new employees under its 2025 Inducement Plan. The awards include 44,273 restricted stock units and options to purchase 2,490 shares at $207.77 per share. The stock units vest over four years, contingent on continued employment. This announcement was made via PR Newswire on December 4, 2025.

Insmed Grants Inducement Awards to 92 New Employees Under 2025 Plan

AstraZeneca is showcasing its largest-ever presence at the 67th ASH Annual Meeting, highlighting advancements in haematology and cell therapy. Key presentations include data on surovatamig and AZD0120 for blood cancers, Calquence for mantle cell lymphoma and chronic lymphocytic leukaemia, and Ultomiris for paediatric patients with HSCT-TMA. The event underscores AstraZeneca's commitment to redefining haematology care with innovative therapies and clinical data.

AstraZeneca advances haematology and cell therapy ambition with largest-ever presence at ASH

HOOD

NFLX

SPOT

MSFT

Vertex Pharma(VRTX) rose 6.92%, with a trading turnover 1.2 Billion USD, and a year-to-date rose 15%. Robinhood(HOOD) rose 6.11%, with a trading turnover 3.3 Billion USD, and a year-to-date rose 258.7%. Netflix(NFLX) fell 4.93%, with a trading turnover 5.5 Billion USD, and a year-to-date rose 16.6%. Spotify(SPOT) fell 3.4%, with a trading turnover 1.6 Billion USD, and a year-to-date rose 24.5%.

- The Nasdaq Composite Index rose by 0.17%, with a year-to-date increase of 21.5%.  
- The S&P 500 Index increased by 0.3%, accumulating a 16.5% rise this year, while the Dow Jones Index gained 0.86%, up 12.5% year-to-date.  
- Notable stock movements include Vertex Pharmaceuticals rising 6.92% and Robinhood increasing by 6.11%, while Netflix and Spotify saw declines of 4.93% and 3.4%, respectively.

LB Select

Robinhood

Bristol Myers Squibb

Unitedhealth

Accenture

Netflix

Spotify

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Microsoft

Micron Tech

Top 5 US Stock Gainers/Losers (>100B) (12.3)

Shares of Vertex Pharmaceuticals Inc. rose 6.92% to $463.13 on Wednesday, outperforming competitors during a positive trading session. The S&P 500 Index increased by 0.30% to 6,849.72, and the Dow Jones Industrial Average rose by 0.86% to 47,882.90. This marked the second consecutive day of gains for Vertex Pharmaceuticals.

Vertex Pharmaceuticals Inc. stock outperforms competitors on strong trading day