Longevity Weekly Pulse

This report provides a preview of 2Q26 health care earnings, highlighting the market focus on GLP-1 drug performance, medical device sector trends, and pivotal pharmaceutical pipeline catalysts.

Key Takeaways

• 1.Investor attention for 2Q26 health care earnings is focused on GLP-1 drug sales, including Eli Lilly's Mounjaro and Novo Nordisk's Wegovy.
• 2.Medical device companies face scrutiny after negative year-to-date performance, with focus on cardiac ablation and surgical procedure trends.
• 3.Management commentary on Phase 3 trial progress for EU pharma companies, particularly AstraZeneca and Novartis, is viewed as more critical than 2Q26 results.

Table of Contents

• Longevity weekly pulse #63: Previewing 2Q26 health care earnings
• Transformational Innovation Opportunities (TRIO): Longevity
• Thoughts of the week
• GLP-1 market dynamics
• Medical devices
• Life sciences
• Pipeline catalysts
• Charts of the week
• Risk Table
• 12 month rating history
• Appendix

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