Consensus estimates from Visible Alpha project quarterly sales at $14.9 billion, up from $13.91 billion in the same period last year. Core operating profit is expected to reach $5.61 billion, compared to $5.46 billion previously. While the stock remains up nearly 17% since January, recent failures in late-stage trials for pelacarsen and del-desiran have complicated the outlook for the company’s cardiovascular and neuromuscular portfolios.

Market analysts at Citi and Bank of America suggest there is potential for an upgrade to the 2026 guidance, provided the company effectively navigates generic competition. Attention is shifting toward the pipeline, specifically the success of remibrutinib in multiple sclerosis trials and the management's plans for addressing the recent research misses. Investors will be listening closely for executive commentary on the path forward for del-desiran and the specific data behind the pelacarsen trial results.