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Despite the earnings miss, analyst sentiment remains moderately optimistic.

The Q1 2025 blended earnings growth estimate now stands at 7.5%.

Eli Lilly signs a global licensing deal with Rznomics to co-develop RNA-editing therapies for hearing loss, with potential deal value above $1.3 billion.

Uber trades flat as it announces Turo and iFood partnerships to boost mobility and delivery access.

Merck's Phase 3 trial of Keytruda plus chemo met progression-free survival and overall survival goals in platinum-resistant ovarian cancer, including patients with PD-L1–positive tumors.

Immutep's efti combo with Keytruda and chemo shows a 60.8% response rate in lung cancer trial, with strong efficacy across PD-L1 expression levels.

Markets have bounced back from April's pessimism as investors no longer fear a U.S. recession due to tariff announcements and positive diplomatic progress.

Nkarta posts a smaller Q1 loss than expected and maintains strong cash reserves while analysts debate its trial strategy and market position.

Rivian shares have gained in recent sessions, trending after better-than-expected Q1 financial results. R2 progress, VW investment boost outlook; revised guidance and new bill create headwinds.

We discuss how a temporary 90-day tariff delay and hopes for tax relief sparked a sharp market rally, despite persistent underlying risks.