5 Big Drug Stocks That May Continue to Outperform in 2026

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• J&J is on track to achieve a mid-30s percentage core operating margin by 2026

  80% confidence

• A substantial portion of growth through 2029 is expected to be driven by the robust performance of Skyrizi and Rinvoq

  80% confidence

• Amgen expects key drugs like Repatha, Evenity, Tezspire and oncology and rare disease drugs, as well as biosimilars, to continue to drive top-line growth in 2026

  80% confidence

• J&J expects accelerated growth in the Innovative Medicine segment to be driven by its key products as well as new drugs and recently launched products in 2026

  80% confidence

• AbbVie expects a high single-digit CAGR through 2029, with no significant LOE events for the rest of this decade

  80% confidence

• Sales of Prolia and Xgeva are expected to erode in the fourth quarter of 2025 and in 2026, as some biosimilars have been launched in the U.S. market

  80% confidence

• Innovation is at its peak for the industry, with key spaces like obesity, cell and gene therapy, inflammation, rare disease, neuroscience and next-gen oncology treatments attracting investor attention

  80% confidence

• Rapid innovation, increased use of AI in drug development, positive pipeline/regulatory developments and continued M&A momentum signal a favorable growth outlook for 2026

  80% confidence

• Orforglipron has the potential to be a more convenient alternative to injectable treatments like Zepbound and rival Novo Nordisk's Wegovy

  80% confidence

• AstraZeneca believes it can post industry-leading top-line growth in the 2025-2030 period

  80% confidence

• J&J expects better growth in the MedTech business in 2026 than 2025 levels, driven by increased adoption of newly launched products across all MedTech platforms and increased focus on higher-growth markets

  80% confidence

• AstraZeneca plans to launch 20 new medicines by 2030, with nine new medicines already launched/approved

  80% confidence

• Mounjaro and Zepbound are expected to continue to see strong demand in 2026

  80% confidence

• Strong immunology market growth, market share gains and momentum from new indications are expected to drive Skyrizi and Rinvoq growth

  80% confidence

• The pending separation of its Orthopaedics franchise in the MedTech segment should improve its MedTech unit's growth and margins, as the Orthopaedics franchise has been a slow-growth business for J&J

  80% confidence

• AstraZeneca expects to generate $80 billion in total revenues by 2030

  80% confidence

• AstraZeneca believes that many of the new medicines will have the potential to generate more than $5 billion in peak-year revenues

  80% confidence

Data points we hold from this source