
Eli Lilly and Novo Nordisk are vying for a new part of the weight loss drug market.
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Eli Lilly and Novo Nordisk are vying for a new part of the weight loss drug market.

Pfizer (PFE) trades at about 95% of its 52-week high. The business that has to justify that price, the medicines it has launched and acquired, is still only about a fifth of the company. The stock returned roughly 24% over the past year against about 17% for the S&P 500, so investors have so far given the handoff the benefit of the doubt. It is a large bet on a small slice.
Healthcare stocks were slightly lower late Wednesday afternoon, with the NYSE Healthcare Index fract

Johnson & Johnson (JNJ) has been a rewarding stock to hold, up about 53% over the past year against about 17% for the S&P 500. The change worth noticing over that stretch is quieter than the price. Management said sales still rose 5.6% despite a STELARA drag of about 460 basis points. Management is encouraging investors to evaluate the company's underlying momentum by presenting growth rates that exclude STELARA alongside its reported figures.

Novo Nordisk and Anthropic strike a partnership to leverage Claude and other AI models in the drug development process.

The company is still looking to bounce back after the beating it took in recent years.

Billionaire Ray Dalio’s Bridgewater Associates and Cathie Wood’s ARK Invest follow sharply different investment philosophies. Bridgewater generally runs a diversified, macro-driven portfolio that balances exposure across assets, countries and economic environments. ARK concentrates on companies it believes can benefit from disruptive innovation. Still, Insider Monkey’s analysis of their second-quarter 13F filings shows that the two […]
Healthcare stocks were edging higher pre-bell Wednesday, with the State Street Health Care Select Se
Novo will use Anthropic’s Claude Science in R&D to tackle scientific and drug discovery challenges, aiming to develop new medicines faster.

Zacks.com users have recently been watching Lilly (LLY) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Eli Lilly has turned into one of the market’s biggest healthcare stories, with the share price at US$1,136.11 and a very large 5 year gain, so the obvious question for you is whether that move is backed up by the cash the business can generate. With so much of the current debate driven by excitement around obesity and diabetes treatments, the price now invites a closer look at what those therapies may mean for long term cash flows. The stock is up about 416.5% over 5 years, which puts a lot...

By Richa Naidu LONDON, Sept 16 (Reuters) - Consumer health company Haleon has achieved growing sales of products to counter side-effects of weight-loss drugs in the United States, the company said,
Novo said it will present 44 abstracts at the European Association for the Study of Diabetes symposium later this month.

QurCan will optimise genetic therapeutics using its technology, with Lilly overseeing further research and commercialisation.

A powerful drug pipeline is fueling a stock trend that ranks in the top 6% of US stocks worth more than $1 billion, but the ticket price for investors is steep and the clock is ticking on its biggest star.
One fast-growing business could push results above guidance

The drugmaker has a lot riding on continued clinical progress.

A landmark trial just proved semaglutide can pull children as young as six below the obesity threshold, yet Wall Street shrugged and the real battle over who pays, who prescribes, and whether society is ready has barely begun.
Novo Nordisk Shares Fall as Wall Street Questions Its Next Growth Move
Foundayo's diabetes approval is expected to unlock demand after a slow start

By Karen Roman Slate Medicines Inc. said it appointed Kenneth Koblan, PhD, as its new Chief Scientific Officer, having previously served as Head of Research and Development at Vesalius Therapeutics, and at Sumitomo Pharma America as Chief Scientific Officer and Head of Development Operations. Dr. Koblan is a biopharmaceutical R&D leader with more than 30 years […] The post Slate Medicines Names Kenneth Koblan as Chief Scientific Officer appeared first on ExecEdge.

Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S. patients starting oral weight-loss medicines, a notable early gain against Novo Nordisk’s Wegovy pill. Reuters reports that Wegovy initially held roughly 90% of the oral market, making Lilly’s rapid share capture an important sign […]

Novo Nordisk A/S (NYSE:NVO)’s decision to rebrand its day-to-day identity as “Novo” and launch a cultural reset is primarily a strategic response to the company’s loss of momentum in the obesity-drug market, rather than a financial restructuring in itself. Reuters reports that the company is trying to regain competitiveness as pressure from Eli Lilly intensifies. […]

RDW turns microgravity into a commercial platform, spanning pharmaceutical research, biotechnology and advanced manufacturing.

Berenburg upgrades Eli Lilly stock to Buy from Hold, citing growth prospects fueled by its weight-loss drugs.
Berenberg sees potential upside to Lilly’s full-year 2026 revenue forecast, which ranges from $85 billion to $87 billion.

Eli Lilly (NYSE:LLY) shares rose 1. 6% to $1,155.
Investing.com -- Berenberg analyst Kerry Holford upgraded Eli Lilly to buy, raising its price target to $1,400 in a note Tuesday, representing almost 25% upside, as it backs the drugmaker to extend its lead in the fast-growing obesity market.

Eli Lilly's bulls are pointing at a 47% revenue surge and a pipeline loaded with blockbuster candidates, but there are a few uncomfortable details quietly buried in the earnings report that change how the story reads.

Eli Lilly and Merck both reported second quarter earnings, and the contrast could not be sharper. One company is compounding a franchise that keeps widening, while the other is racing to patch a hole before a patent cliff arrives.
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