The company is highlighted for strong execution and enters the competitive PD-1/VEGF cancer treatment class via a $5.6 billion licensing deal. It struck an agreement with the U.S. administration to lower some drug prices and invest $100 billion domestically in exchange for tariff relief and pricing certainty. Its oncology unit is expected to show sales growth as newer drugs offset declines from older products. Analysts are generally optimistic, but some debate the reliability of such recommendations.