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The true narrative for Pfizer (PFE) is not its recent top line earnings beat but the escalating structural tension between its required research spending and an impending revenue void. First quarter 2026 results showed an adjusted earnings per share of $0.75 on $14.5 billion in revenue. While these numbers exceeded consensus estimates, they mask a deeper profitability issue. The primary insight hiding within the earnings noise is that Pfizer is funding its future growth at the direct expense of

In its latest earnings report, the Danish drugmaker said sales and profit should shrink less than the company originally anticipated thanks to strong prescription numbers for its new obesity pill.

The launch in January came amid a battle in the market with Mounjaro manufacturer Eli Lilly.

Novo Nordisk stock rose as it raised its guidance on the back of the strong performance of its weight-loss pill.

Total prescriptions for the new Wegovy pill reached around 1.3 million in the first quarter and have exceeded 2 million since it launched.

Total prescriptions for the Wegovy pill reached around 1.3 million in the first quarter and have exceeded 2 million since it launched.

COPENHAGEN, May 6 () - Novo Nordisk, the maker of weight-loss drug Wegovy, on Wednesday reported first-quarter revenue and adjusted operating profit above expectations and said its outlook ‌for the year was slightly improved. The Danish drugmaker is banking on demand for ‌its new weight-loss pill as competition with U.

Schrodinger (NASDAQ:SDGR) reported first-quarter 2026 results and highlighted progress in its transition to hosted software licensing, growth in annual contract value (ACV), and recent business development activity tied to its drug discovery collaborations. First-quarter metrics and hosted transiti

Moby summary of Alkermes plc's Q1 2026 earnings call

Lilly's Foundayo is off to a strong start, drawing new prescribers and patients as broad pharmacy access and payer coverage fuel early oral obesity momentum.

Eli Lilly (NYSE:LLY) received another bullish call from Wall Street. Barclays analyst Emily Field raised her price target on Eli Lilly stock to $1,400 from $1,350 and reiterated an Overweight rating, citing tirzepatide momentum that “takes focus back to the big picture.” The firm also lifted its estimates following the company’s Q1 2026 report. For ... Barclays Hikes Eli Lilly Price Target to $1,400: Tirzepatide Momentum Steals the Show

Competition from Eli Lilly puts pressure on margins despite strong early uptake

Novo Nordisk A/S (NYSE:NVO) is experiencing strong early uptake for its new weight-loss pill, but intensifying competition with U. S.

The company still has a strong lead in its core therapeutic area.

Novo Nordisk's oral semaglutide for obesity is gaining traction as demand picks up for the new pill version of Ozempic. The FDA has proposed restricting compounding of GLP-1 drugs such as semaglutide, which could support branded products. Rival Eli Lilly is facing delays to its own obesity pill, giving Novo Nordisk more room to build its lead in oral GLP-1 therapies. Novo Nordisk is responding with new leadership, pricing changes, and cost reductions to sharpen its obesity drug focus. Novo...

Eli Lilly and Company (NYSE:LLY) held its 2026 annual meeting of shareholders virtually, with Vice President of Sustainability Jim Greffet moderating and Chair, President, and CEO Dave Ricks leading the formal business and post-vote remarks. Greffet opened the meeting with standard notices about for

Eli Lilly's valuation looks far more attractive now than it did even a year ago.

These stocks have been struggling over the past year, but their growth days are far from over.

The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly’s Q1 2026 earnings report backs that up. Lilly’s Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%

Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months

Eli Lilly is coming off an impressive first-quarter performance, with sales soaring by 56%.

If you are wondering whether Eli Lilly's current share price still makes sense after a strong multi year run, the next sections will help you frame what you might actually be paying for. The stock last closed at US$963.33, with returns of 10.9% over the past week, 3.0% over the past month, a 10.8% year to date decline, 18.1% over the last year and a very large gain over five years. Recent coverage has focused on Eli Lilly's expanding role in treatments for chronic conditions and the scale of...

Health care stocks declined Monday afternoon, with the NYSE Health Care Index and the State Street H

ABBV jumps 5% after a Q1 beat and higher 2026 guidance, but Skyrizi, Rinvoq and a deep pipeline may matter more for its post-earnings outlook

Fresh Safety Concerns Hit Eli Lilly as FDA Reviews Drug Case

Liver failure report raises early questions post launch

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Eli Lilly and Company (NYSE:LLY) is one of the stocks discussed by Jim Cramer. Pharmaceutical giant Eli Lilly and Company (NYSE:LLY) is one of Cramer’s favorite stocks in the space. The shares are up by 16.9% over the past year […]