What Big Pharma's Q2 Results Tell Us

Big Pharma's second-quarter earnings calls highlighted the growing role of AI in drug development and the intensifying oral GLP-1 competition between Novo Nordisk and Eli Lilly, alongside leadership changes at Sarepta and Sanofi, reflecting an industry at a pivotal moment of opportunity and challenge.

Earnings calls are a chance to catch up with the latest developments across Big Pharma and beyond, and last quarter was no different. From the rollout of AI to the oral GLP-1 battle between Novo Nordisk and Eli Lilly and new leadership at Sarepta and Sanofi, it feels like the opportunities and challenges for biopharma have never been greater.