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Is Eli Lilly (LLY) Still the Undisputed Leader in the $150 Billion Obesity Drug Market?
Insider Monkey1d agoneutral
Is Eli Lilly (LLY) Still the Undisputed Leader in the $150 Billion Obesity Drug Market?

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Health Care Fund”. A copy of the letter is available to download here. The Fund gained 11.99% during the quarter, compared with the 10.48% gain for the Russell 3000 Health Care Index and the 15.44% gain for the Russell 3000 Index. Since inception, […]

Bloomberg1d agobullish
Eli Lilly Ripe for Stock Split After Obesity Drug-Fueled Rally

(Bloomberg) -- Wall Street’s appetite for weight-loss drug stocks over the past four years has powered Eli Lilly & Co. to consistently trade above $1,000 per share. Now, some see the pharma giant’s stock as primed for a split.Most Read from BloombergBeer Dynasty Families Sell €731 Million Stake in AB InBevApple’s New CEO Taps Retired Hardware Executive for Management TeamTaco Bell Met With Michigan on Parasite Weeks Before RecallMamdani Dismisses Business Leaders Advising NYC’s Mayor’s FundS&P 5

Amplia Therapeutics partners with Lilly on lung cancer combination trial
Proactive1d agoneutral
Amplia Therapeutics partners with Lilly on lung cancer combination trial

Amplia Therapeutics Ltd (ASX:ATX, OTCQB:INNMF) has signed a clinical collaboration agreement with Eli Lilly and Company to evaluate its lead drug narmafotinib alongside Lilly’s next-generation KRAS G12C inhibitor olomorasib in patients with advanced non-small cell lung cancer (NSCLC). The...

Inspire Medical Systems Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Inspire Medical Systems Q2 Earnings Call Highlights

Inspire Medical Systems (NYSE:INSP) reported second-quarter revenue of $200.6 million, down 7.6% from a year earlier, as coding and reimbursement disruptions continued to affect procedure volumes. The company said results exceeded its internal expectations for profitability and cash flow, prompting

Eli Lilly (LLY) Wins FDA Breakthrough Tag For Olomorasib, Backs $70 Million Raise
Simply Wall St.1d agobullish
Eli Lilly (LLY) Wins FDA Breakthrough Tag For Olomorasib, Backs $70 Million Raise

The FDA granted Breakthrough Therapy designation to Eli Lilly's olomorasib as a monotherapy for KRAS G12C-mutant advanced pancreatic cancer. This is the second Breakthrough Therapy designation for olomorasib, which targets a patient group with limited treatment options. Ratio Therapeutics raised US$70 million in a Series C round that included participation from Eli Lilly. Eli Lilly, traded as NYSE:LLY, has long been known for its focus on oncology, diabetes and immunology. The latest...

Eli Lilly (LLY) Stock Looks Below Fair Value On Cash Flow
Simply Wall St.2d agoneutral
Eli Lilly (LLY) Stock Looks Below Fair Value On Cash Flow

Eli Lilly stock has delivered very strong gains over the past five years, yet the latest valuation checks send mixed signals, with the Discounted Cash Flow (DCF) intrinsic value estimate pointing to a sizeable gap below the current price while the broader scorecard still leans expensive. Eli Lilly has returned about 357.2% over five years, which puts extra focus on whether the current price already reflects investors' optimism. The FDA's Breakthrough Therapy designation for olomorasib can...