- Alector (ALEC) Reports Q1 Loss, Lags Revenue Estimates
May 7, 2026 · zacks.com
Alector (ALEC) came out with a quarterly loss of $0.21 per share versus the Zacks Consensus Estimate of a loss of $0.35. This compares to a loss of $0.41 per share a year ago.
- Alector Reports First Quarter 2026 Financial Results and Provides Business Update
May 7, 2026 · globenewswire.com
Advancing the Alector Brain Carrier (ABC) platform across multiple therapeutic modalities, including antibodies, enzymes, and siRNA, with continued progress across AL037/AL137 (ABC-enabled antibody for Alzheimer's disease (AD)), AL050 (ABC-enabled GCase Enzyme Replacement Therapy for Parkinson's disease (PD)), and AL064/AL164 (ABC-enabled Tau siRNA for AD and other tauopathies)
- ALECTOR REPORTS FIRST QUARTER 2026 FINANCIAL RESULTS AND PROVIDES BUSINESS UPDATE
May 7, 2026
ADVANCING THE ALECTOR BRAIN CARRIER (ABC) PLATFORM ACROSS MULTIPLE THERAPEUTIC MODALITIES, INCLUDING ANTIBODIES, ENZYMES, AND SIRNA, WITH CONTINUED PROGRESS ACROSS AL037/AL137 (ABC-ENABLED ANTIBODY FOR ALZHEIMER'S DISEASE (AD)), AL050 (ABC-ENABLED GCASE ENZYME REPLACEMENT THERAPY FOR PARKINSON'S DISEASE (PD)), AND AL064/AL164 (ABC-ENABLED TAU SIRNA FOR AD AND OTHER TAUOPATHIES)
- Will Alector (ALEC) Report Negative Q1 Earnings? What You Should Know
May 7, 2026 · zacks.com
Alector (ALEC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
- Alkermes (ALKS) Reports Q1 Loss, Beats Revenue Estimates
May 5, 2026
Alkermes (ALKS) came out with a quarterly loss of $0.4 per share versus the Zacks Consensus Estimate of a loss of $0.57. This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +30.31%. A quarter ago, it was expected that this drugmaker would post earnings of $0.43 per share when it actually produced earnings of $0.46, delivering a surprise of +6.98%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Alkermes, which belongs to the Zacks Medical - Biomedical and Genetics industry, posted revenues of $392.91 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 9.50%. This compares to year-ago revenues of $306.51 million. The company has topped consensus revenue estimates four times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Alkermes shares have added about 22.1% since the beginning of the year versus the S&P 500's gain of 5.2%.
What's Next for Alkermes?
While Alkermes has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Alkermes was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is -$0.15 on $454.32 million in revenues for the coming quarter and -$0.69 on $1.79 billion in revenues for the current fiscal year.
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Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Medical - Biomedical and Genetics is currently in the bottom 42% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Alector (ALEC), another stock in the same industry, has yet to report results for the quarter ended March 2026.
This biotechnology company is expected to post quarterly loss of $0.35 per share in its upcoming report, which represents a year-over-year change of +14.6%. The consensus EPS estimate for the quarter has been revised 8% lower over the last 30 days to the current level.
Alector's revenues are expected to be $3 million, down 18.3% from the year-ago quarter.
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This article originally published on Zacks Investment Research (zacks.com).
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- GSK Juggles Alzheimer’s Setback And Leadership Shift With Product Progress
May 3, 2026
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GSK (LSE:GSK) and Alector have discontinued their phase 2 trial of an Alzheimer's drug candidate after the study did not meet efficacy goals. The decision effectively ends a high profile collaboration in neurodegenerative research between the two companies. Separately, GSK received UK approval for Lynavoy (linerixibat) to treat primary biliary cholangitis. The company has also appointed Roanne Parry as Chief People Officer, a move that may shape its global people and culture agenda.
GSK, listed as LSE:GSK, is a global biopharma group with a portfolio focused on vaccines and specialty medicines. The halted Alzheimer's trial removes a potential future product from its neurodegenerative pipeline, while the UK approval for Lynavoy adds another hepatology treatment to its established medicines base.
For you as an investor, these updates highlight how individual pipeline decisions can sit alongside progress in other therapeutic areas and leadership changes. The combination of an R&D setback, a new approval and a senior appointment may influence how GSK allocates capital, prioritises future drug programs and manages its workforce over the coming years.
Stay updated on the most important news stories for GSK by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on GSK.LSE:GSK 1-Year Stock Price Chart
Does the team leading GSK have what it takes? See our full breakdown of the management team's track record and compensation.
The Alzheimer’s setback closes off one high-risk part of GSK’s pipeline, but it comes at a time when other late-stage assets and leadership changes are shaping the company’s direction. Terminating the Alector collaboration removes future cost and focus from a program that failed to show efficacy. This may free R&D capacity for areas where GSK is already seeing regulatory traction, such as Blenrep in multiple myeloma, bepirovirsen for hepatitis B and efimosfermin for MASH. At the same time, appointing Roanne Parry as Chief People Officer ties directly into how GSK executes on this refocused pipeline and ongoing share buybacks. Her role in talent, incentives and culture can influence how effectively GSK brings complex specialty medicines to market against peers like AstraZeneca, Pfizer and Merck, especially as the group runs multiple Phase III programs and integrates recent acquisitions. For you as a shareholder, this combination of portfolio pruning, new approvals and leadership change points to a management team that is actively reshaping where capital and people are deployed across the business.
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How This Fits Into The GSK Narrative
The mixed R&D news, with setbacks in Alzheimer’s but regulatory progress in liver disease and oncology, aligns with the narrative that GSK is leaning on vaccines and specialty medicines to support long-term sales and margins. The end of a high profile Alzheimer’s collaboration underlines one of the narrative’s concerns that converting late stage programs into large products is uncertain and can limit how far future earnings can stretch. The appointment of a new Chief People Officer, and the ongoing share buyback, are not central in the existing narrative, yet both can affect execution quality and capital allocation that sit behind any long term story investors build.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for GSK to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Analysts have highlighted three company risks, including a high level of debt and the potential for one off items to distort financial results. ⚠️ The Alzheimer’s trial failure, together with earlier neurodegeneration disappointments, shows that a portion of GSK’s R&D spend may not translate into future revenue, which can weigh on returns from pipeline investment. 🎁 GSK is described as being in a good financial position with high quality earnings, which can give management room to absorb targeted R&D setbacks while pursuing other late stage programs. 🎁 Earnings have been growing and are forecast to keep growing, and the shares are flagged as trading below an estimated fair value, which some investors may see as compensation for pipeline and regulatory risk.
What To Watch Going Forward
From here, keep an eye on how GSK reallocates R&D spend after the Alector exit, particularly into oncology, respiratory and liver programs that already have regulatory designations. Watch how Roanne Parry shapes leadership, retention and incentives during a period of intense product launches and ongoing buybacks, as this can affect commercial execution against large pharma peers. Upcoming regulatory milestones for bepirovirsen, efimosfermin and further Blenrep indications, together with any updates on share repurchases and major risk items, will help you judge whether the current mix of pipeline risk and balance sheet strength still fits your thesis.
To stay informed on how the latest news impacts the investment narrative for GSK, head to the community page for GSK to keep up with updates on the top community narratives.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include GSK.L.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Alector to Discontinue Phase 2 PROGRESS-AD Trial of Nivisnebart (AL101/GSK4527226) in Early Alzheimer's Disease Following Interim Futility Analysis
Apr 29, 2026 · globenewswire.com
--Independent data monitoring committee (IDMC) determined the trial unlikely to meet primary endpoint – --Alector remains focused on advancing its pipeline of novel ABC-enabled candidates, including an anti-Aβ antibody for Alzheimer's disease (AD), a GCase enzyme replacement therapy (ERT) for Parkinson's disease (PD), a tau siRNA for AD, an α-synuclein siRNA for PD, and an NLRP3 siRNA for multiple neurological and metabolic disorders, alongside several first-in-class discovery programs— SOUTH SAN FRANCISCO, Calif., April 29, 2026 (GLOBE NEWSWIRE) -- Alector, Inc. (Nasdaq: ALEC), a biotechnology company focused on developing therapies to counteract the devastating progression of neurodegeneration, today confirmed that the Phase 2 PROGRESS-AD trial of nivisnebart (AL101/GSK4527226) in individuals with early Alzheimer's disease (AD) will be discontinued.
- ALECTOR TO DISCONTINUE PHASE 2 PROGRESS-AD TRIAL OF NIVISNEBART (AL101/GSK4527226) IN EARLY ALZHEIMER'S DISEASE FOLLOWING INTERIM FUTILITY ANALYSIS
Apr 29, 2026
--INDEPENDENT DATA MONITORING COMMITTEE (IDMC) DETERMINED THE TRIAL UNLIKELY TO MEET PRIMARY ENDPOINT – --ALECTOR REMAINS FOCUSED ON ADVANCING ITS PIPELINE OF NOVEL ABC-ENABLED CANDIDATES, INCLUDING AN ANTI-AΒ ANTIBODY FOR ALZHEIMER'S DISEASE (AD), A GCASE ENZYME REPLACEMENT THERAPY (ERT) FOR PARKINSON'S DISEASE (PD), A TAU SIRNA FOR AD, AN Α-SYNUCLEIN SIRNA FOR PD, AND AN NLRP3 SIRNA FOR MULTIPLE NEUROLOGICAL AND METABOLIC DISORDERS, ALONGSIDE SEVERAL FIRST-IN-CLASS DISCOVERY PROGRAMS— SOUTH SAN FRANCISCO, CALIF., APRIL 29, 2026 (GLOBE NEWSWIRE) -- ALECTOR, INC. (NASDAQ: ALEC), A BIOTECHNOLOGY COMPANY FOCUSED ON DEVELOPING THERAPIES TO COUNTERACT THE DEVASTATING PROGRESSION OF NEURODEGENERATION, TODAY CONFIRMED THAT THE PHASE 2 PROGRESS-AD TRIAL OF NIVISNEBART (AL101/GSK4527226) IN INDIVIDUALS WITH EARLY ALZHEIMER'S DISEASE (AD) WILL BE DISCONTINUED.
- Discovering Middle East's Undiscovered Gems This April 2026
Apr 28, 2026
As April 2026 unfolds, the Middle East stock markets are experiencing a mixed yet cautiously optimistic phase, with most Gulf markets finishing higher despite lingering uncertainties over U.S.-Iran relations. This environment of cautious optimism provides a fertile ground for identifying undiscovered gems in the region's small-cap sector, where strong local fundamentals and strategic national initiatives could enhance growth potential.
Top 10 Undiscovered Gems With Strong Fundamentals In The Middle East
Name Debt To Equity Revenue Growth Earnings Growth Health Rating Al Wathba National Insurance Company PJSC 10.35% 8.65% -7.40% ★★★★★★ Analyst I.M.S. Investment Management Services NA 33.12% 45.12% ★★★★★★ Saudi Azm for Communication and Information Technology NA 17.85% 23.54% ★★★★★★ Nofoth Food Products NA 20.62% 23.75% ★★★★★★ MOBI Industry 7.46% 5.89% 17.98% ★★★★★★ Baazeem Trading 9.26% -0.72% -0.40% ★★★★★☆ Saudi Chemical Holding 47.39% 17.85% 39.66% ★★★★★☆ Gür-Sel Turizm Tasimacilik ve Servis Ticaret 4.54% 30.75% 51.95% ★★★★★☆ Etihad GO Telecom 0.74% 38.31% 54.97% ★★★★★☆ Mobiltel Iletisim Hizmetleri Sanayi ve Ticaret 22.16% 9.01% -17.85% ★★★★☆☆
Click here to see the full list of 224 stocks from our Middle Eastern Undiscovered Gems With Strong Fundamentals screener.
Here we highlight a subset of our preferred stocks from the screener.
ALEC Holdings PJSC
Simply Wall St Value Rating: ★★★★★☆
Overview: ALEC Holdings PJSC is a construction company based in the United Arab Emirates with a market capitalization of AED6.95 billion.
Operations: ALEC Holdings PJSC generates revenue primarily from Building and Infrastructure Construction Services (AED6.84 billion) and Oil and Gas Construction Services (AED4.63 billion). The company's net profit margin is not disclosed, but its revenue streams highlight a focus on large-scale construction projects in the UAE.
ALEC Holdings PJSC, a notable player in the Middle East's construction sector, has shown impressive earnings growth of 89.3% over the past year, significantly outpacing the industry average of 18.2%. With sales reaching AED 12.60 billion and net income at AED 686.2 million for 2025, ALEC demonstrates robust financial health. The company trades at a substantial discount of nearly half its estimated fair value and maintains high-quality earnings with free cash flow positivity evident from recent figures like AED 965.84 million in levered free cash flow by end-2025. Despite share price volatility, these factors position ALEC as an intriguing investment prospect within the region's market landscape.
Navigate through the intricacies of ALEC Holdings PJSC with our comprehensive health report here. Understand ALEC Holdings PJSC's track record by examining our Past report.
Story Continues
DFM:ALEC Debt to Equity as at Apr 2026
YAMAMA Cement
Simply Wall St Value Rating: ★★★★☆☆
Overview: YAMAMA Cement Company is engaged in the manufacturing and sale of cement within Saudi Arabia, with a market capitalization of SAR4.99 billion.
Operations: The company generates revenue primarily from the sale of cement and its derivatives, amounting to SAR1.42 billion.
YAMAMA Cement, a notable player in the Middle East's cement industry, is making strides with a recent production upgrade that increased its clinker output by 25%, now reaching 12,500 tons daily. The company reported earnings growth of SAR 482.88 million for the year ending December 2025, up from SAR 420.71 million previously. With a price-to-earnings ratio of 10.4x, it trades below the SA market average of 17.7x, highlighting its value proposition. Additionally, YAMAMA has approved cash dividends totaling SAR 202.5 million for shareholders and boasts a satisfactory net debt to equity ratio at 31.3%.
Delve into the full analysis health report here for a deeper understanding of YAMAMA Cement. Explore historical data to track YAMAMA Cement's performance over time in our Past section.SASE:3020 Debt to Equity as at Apr 2026
Etihad GO Telecom
Simply Wall St Value Rating: ★★★★★☆
Overview: Etihad GO Telecom Co. offers telecommunication products and services to individuals and businesses both in Saudi Arabia and internationally, with a market capitalization of SAR3.27 billion.
Operations: The company's revenue streams primarily consist of data services generating SAR713.19 million and voice services contributing SAR956.76 million, with additional income from systems analysis, application design, and development services amounting to SAR124.70 million.
Etihad GO Telecom is making strides in the telecom sector with a notable earnings growth of 43.2% over the past year, outpacing the industry average of 10.3%. The company's price-to-earnings ratio stands at 12.9x, which is lower than the South African market's average of 17.7x, suggesting it may be undervalued. Recent developments include securing a SAR 43 million project with Saudi Arabia's Ministry of Health and receiving approval for micro-consumer financing through its subsidiary GO Money, aligning with Saudi Vision 2030. These strategic moves could enhance its market position and financial performance further.
Click here to discover the nuances of Etihad GO Telecom with our detailed analytical health report. Examine Etihad GO Telecom's past performance report to understand how it has performed in the past.SASE:7040 Debt to Equity as at Apr 2026
Where To Now?
Delve into our full catalog of 224 Middle Eastern Undiscovered Gems With Strong Fundamentals here. Already own these companies? Link your portfolio to Simply Wall St and get alerts on any new warning signs to your stocks. Simply Wall St is your key to unlocking global market trends, a free user-friendly app for forward-thinking investors.
Contemplating Other Strategies?
Explore high-performing small cap companies that haven't yet garnered significant analyst attention. Fuel your portfolio with companies showing strong growth potential, backed by optimistic outlooks both from analysts and management. Find companies with promising cash flow potential yet trading below their fair value.
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include DFM:ALEC SASE:3020 and SASE:7040.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Alector gains as Cantor Fitzgerald upgrades on brain carrier platform
Apr 15, 2026
[Wall Street New York stock exchange stock market]
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* Alector (ALEC [https://seekingalpha.com/symbol/ALEC]) shares rose on Wednesday after Cantor Fitzgerald upgraded the biotech to Overweight from Neutral, citing the potential in its blood-brain barrier (BBB) technology platform, Alector Brain Carrier (ABC).
* In October, following a trial setback for a GSK (GSK [https://seekingalpha.com/symbol/GSK])-partnered dementia therapy, San Francisco, California-based Alector (ALEC [https://seekingalpha.com/symbol/ALEC]) decided to prioritize its resources in ABC, which is designed to support the delivery of brain-targeting therapies. [https://seekingalpha.com/news/4506546-alector-posts-trial-setback-gsk-partnered-drug#hasComeFromMpArticle=false]
* Following a discussion with top Alector (ALEC [https://seekingalpha.com/symbol/ALEC]) executives, including CEO Arnon Rosenthal and medical chief Giacomo Salvadore, Cantor analyst Pete Stavropoulos said that the ABC platform has "significant potential value."
* “The ABC platform positions ALEC to become a major player in the neurodegenerative space for drugs that leverage BBB-crossing tech to enhance delivery to the brain,” he wrote, adding that the value of the ABC platform is not adequately reflected in Alector (ALEC [https://seekingalpha.com/symbol/ALEC]) shares currently.
MORE ON ALECTOR
* Alector Stock Jumps On Upgrade, But AL101 Interim Data Will Be Key [https://seekingalpha.com/article/4881101-alector-stock-jumps-on-upgrade-but-al101-interim-data-will-be-key]
* Alector, Inc. (ALEC) Presents at TD Cowen 46th Annual Health Care Conference Transcript [https://seekingalpha.com/article/4879686-alector-inc-alec-presents-at-td-cowen-46th-annual-health-care-conference-transcript]
* Alector rises as BTIG upgrades to Buy on strategic shift [https://seekingalpha.com/news/4562864-alector-stock-upgraded-btig]
* Seeking Alpha’s Quant Rating on Alector [https://seekingalpha.com/symbol/ALEC/ratings/quant-ratings]
* Historical earnings data for Alector [https://seekingalpha.com/symbol/ALEC/earnings]
