Pharma buying this week: XLV closed at 170.81 on 10/9. LLY at 1,179 (Cantor raised its 10/8 Overweight target to 1,440), ABBV near a high at 276, MRK at 146 (Cantor Neutral, target 145), and NVO at 39, still under pressure. Events: FDA approved Tecentriq + chemotherapy as adjuvant treatment for Stage III dMMR colon cancer (ATOMIC DFS HR 0.50); Argenx discontinued its Vyvgart Phase 3 trial in Sjögren’s due to lack of efficacy, and shares fell 13–18%; Viatris acquired Pacira’s non-opioid pain assets for $1.65B in cash; HUM surged 11%+ after 95% of its members received 4+ stars in the 2027 CMS Star Ratings. Buying was divided: strongest conviction in LLY for obesity, sensitivity to high valuations in immunology, and the arrival of adjuvant immunotherapy in oncology.

Can LLY’s oral obesity pipeline and Mounjaro OUS support Cantor’s 1,440 target, or does NVO offer greater relative value?

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