
It’s legal to pay practising physicians to promote specific drugs — and thousands are doing so.
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It’s legal to pay practising physicians to promote specific drugs — and thousands are doing so.

Pre-Market Stock Futures: Futures are trading lower as we count down to the Federal Reserve meeting and a likely 25-basis-point increase in the Fed funds rate on Wednesday. The same suspects drove today’s selling, and although all the major indices finished the day lower, they all closed well off the lows printed earlier in the […]

GSK (GSK) agreed to acquire global rights to an experimental T-cell engager therapy for multiple mye

Eli Lilly and Company recently presented at Morgan Stanley’s Global Healthcare Conference, where executive vice president Ilya Yuffa outlined efforts to expand access to its obesity medicines, including Zepbound and Foundayo, and highlighted broader international growth initiatives. This focus on widening obesity treatment access through consumer advertising, Medicare Bridge support, and global reach underlines how central these therapies have become to Lilly’s long-term business mix. We’ll...

Novo Nordisk dropped 'Nordisk' from its name, betting a culture reset can help it retake share from Eli Lilly.

Eli Lilly (LLY) concluded the recent trading session at $1, signifying a +1.99% move from its prior day's close.

Eli Lilly (LLY) trades near $1,120, about 13% below the high it set in August, and the question is whether to step in. The stock's record after sharp falls is clean but short. That record asks for the better part of a year and more pain before it pays. And this fall is not the kind of fall that record is built on.

Eli Lilly and Company (NYSE:LLY) is pursuing a broad obesity portfolio designed to address different patient needs across treatment initiation, maintenance, efficacy, tolerability and dosing convenience, according to Ilya Yuffa, the company’s executive vice president and president of Lilly USA and G

Pfizer (PFE) throws off free cash worth 7.0% of its market value a year, against 4.4% for the median S&P 500 company. Everything turns on whether the cash holds. Management's answer is a wait: it says it is well positioned to return to growth from 2029 onward. A 6.2% dividend yield over the past twelve months is what that wait pays.

The Danish drugmaker is shortening its name to Novo, but it will take more than a lean rebrand to win back Wall Street.

AstraZeneca's Etcamah fails to improve PFS significantly in a phase III first-line breast cancer study, while its approved use remains unaffected.

Novo faces a tougher growth outlook as Morgan Stanley downgrades the stock to Underweight, citing muted growth, patent risks and rising pressure from Lilly.

The Danish drugmaker unveiled a new name, slogan, and set of cultural principles as it trails Eli Lilly in the obesity drug market
Eli Lilly shed billions in market value over the past month while its underlying business kept breaking records, and now one major Wall Street firm sees a setup that almost never appears in a stock this dominant.

As bootleg versions of an experimental drug from Eli Lilly flood the market, regulators are trying to curb supply.

Lilly may be impacted by Novartis' pelacarsen flop -- but not by much.

The drugmaker said its new name aims to make it more recognizable to compete in the market for obesity medications.
NVO has fallen about 12% in 2026 after losing more than half its value in 2025, its worst year since 1984.
Novo Nordisk is shortening its name as part of an effort to boost its appeal to consumers in the obesity drug market, where the Danish drugmaker...

Big Pharma firms have cut license deals worth tens of billions of dollars for cancer drugs invented in China.

On August 13, OPKO Health (NASDAQ:OPK) expanded its financing relationship with HealthCare Royalty, a business of KKR, issuing an additional $125 million in senior secured notes secured by the royalty stream tied to mazdutide, the GLP-1 drug OPKO licensed to Eli Lilly and now collects royalties on in China. The notes mature in 2044, matching […]

Demand for Novo Nordisk's new GLP-1 pill is rising quickly, while Eli Lilly's new pill faces an important headwind.

During the Mad Money episode aired on September 8, Jim Cramer highlighted Eli Lilly and Company (NYSE:LLY) as a top-tier compounder driven by its booming GLP-1 weight-loss and diabetes treatments. Comparing the pharmaceutical leader to Indianapolis Colts running back Jonathan Taylor, Cramer said: Beyond that, I’ve got a couple more running backs. Eli Lilly’s become […]
Morgan Stanley sees Eli Lilly taking share before semaglutide's patents even become the bigger issue.

AbbVie (ABBV) grew revenue 10.4% over the past twelve months and turned 33.9% of it into operating profit, second only to Eli Lilly among its peers on both counts. Its stock returned 24.9% over the same twelve months, fifth of the six. What the business delivered and what the market paid for it have come apart.

The worst may be in the rearview mirror for the drugmaker.

AMGN stock fell after Novartis' Pelacarsen trial failed, though Amgen's own Olpasiran and Repatha differ in mechanism and results, and analysts have kept price targets largely intact.
Morgan Stanley Cuts Novo Nordisk to Underweight as Semaglutide Risks Cloud Outlook

LLY's immunology portfolio is gaining ground, with steady revenue growth, pipeline expansion and acquisitions broadening its next wave.
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