1. Alphabet’s Google Cloud backlog is expected to drive significant revenue growth in 2026, with CFO Anat Ashkenazi mentioning a backlog of $240 billion. The company’s AI products and services are attracting more customers, leading to a backlog increase.
  2. BeOne Medicines, formerly BeiGene, could see approval for blood cancer therapy Brukinsa soon. The company is also awaiting results for sonrotoclax and plans to file for approval of BGB-16673 for chronic lymphocytic leukemia.
  3. Rhythm Pharmaceuticals is awaiting FDA approval for Imcivree in treating acquired hypothalamic obesity. The company expects to report data for other genetic diseases and Prader-Willi syndrome, potentially expanding its market reach.

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