BMO Capital Markets Managing Director, BioPharma Equity Research Evan Seigerman joins Julie Hyman on Market Catalyst to discuss the battle for GLP-1 dominance between Novo Nordisk (NVO) and Eli Lilly (LLY).
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The competition is far behind.
Omada Health (NASDAQ:OMDA) reported what executives described as a “milestone quarter” for the first quarter of 2026, highlighting 42% year-over-year revenue growth, expanding margins, and positive adjusted EBITDA alongside a raised full-year outlook. On the earnings call, Co-Founder and CEO Sean D
Eli Lilly is just wrapping up trials of its retatrutide, but consumers already are flocking to black-market versions. Can Lilly compete with copies of its own drug?
The Indianapolis-based company expanded its spend to ensure it can meet growing demand for genetic therapies and weight-loss drugs.
Eli Lilly and Company (NYSE:LLY) is one of the best stocks to buy for the next 15 years. On May 7, Eli Lilly executed its largest bond issuance to date, selling $9 billion in investment-grade debt to fund a recent surge in acquisitions. The offering, which initially targeted $8 billion, saw high investor demand following […]
Eli Lilly and Company's ( NYSE:LLY ) stock was strong after they recently reported robust earnings. We did some...
In recent days, attention has centred on AbCellera Biologics ahead of its upcoming Q1 earnings call and the May 11, 2026 Phase 1 interim data update for ABCL635, a clinical candidate targeting menopause-related vasomotor symptoms. Investor optimism has been reinforced by analyst commentary on the potential competitiveness of ABCL635, growing insider and institutional interest, and AbCellera’s progress in advancing 19 molecules into clinical development across internal and partnered...
IPO stock Omada Health easily beat first-quarter sales expectations Thursday, and announced a deal with drug titan Eli Lilly.
By Daniella Parra Glucotrack, Inc. (Nasdaq: GCTK) said it has submitted an Investigational Device Exemption application to the FDA to begin a U.S. clinical study for its fully implantable continuous blood glucose monitoring technology. The company said it is designed to deliver real-time glucose readings without the need for an external wearable device. “Submission of […]
Novo now expects profit and sales declines of up to 12% this year, better than its earlier 13% forecast.
Eli Lilly has a lofty valuation thanks to its strong GLP-1 growth, but don't count out these two competitors.
The expansion coincides with an $8 billion bond sale to fund acquisitions
Novo partnership deepens Amazon healthcare ambitions
Eli Lilly and Company (NYSE:LLY) is one of the best strong buy growth stocks to buy right now. Reuters reported on May 1 that Foundayo, which is Eli Lilly and Company’s (NYSE:LLY) newly launched oral weight-loss drug, hit 5,612 prescriptions in the United States in the third week following its launch, as per analysts citing […]
Eli Lilly and Company (NYSE:LLY) is one of the best strong buy stocks to invest in according to billionaires. Cantor Fitzgerald lifted the price target on Eli Lilly and Company (NYSE:LLY) to $1,230 from $1,205 on May 1, reaffirming an Overweight rating on the shares. The firm told investors in a research note that the […]
Mounjaro generated $8.66 billion in sales in the first quarter.
Find insight on Amazon Pharmacy, Sanofi, Sunway Health and more in the latest Market Talks covering the health care sector.
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Eli Lilly and Company (NYSE:LLY) is one of the 10 Strong Buy S&P 500 Stocks to Invest In. On May 4, 2026, Wolfe Research said the FDA received a report on April 30 through its Adverse Event Reporting System involving a case of serious hepatic failure in a patient treated with Eli Lilly and Company […]
LONDON/COPENHAGEN, May 7 (Reuters) - Early data from weight-loss pills are lifting shares in Novo Nordisk and Eli Lilly as investors bet that easier-to-take drugs could expand the market to millions more patients and help counter pricing pressure. Denmark's Novo, which has struggled to keep pace with U.
When the campus is complete, it will produce several of Lilly’s APIs and genetic medicines to serve US patients.
Novo Nordisk (NYSE:NVO) raised its 2026 full year guidance after the launch of its oral Wegovy weight loss pill in the U.S. Prescriptions for the oral version have surpassed 2,000,000 since January, signaling strong demand for the new format. The update comes during a period of intense competition with Eli Lilly and ongoing pricing pressures in the weight loss drug market. Novo Nordisk, trading at $45.76, sits at the center of the current weight loss drug story, with oral Wegovy adding a...
Eli Lilly's new oral weight loss drug Foundayo is under scrutiny after an FDA-reported case of liver failure and other serious adverse events soon after approval. The product has seen rapid early uptake, raising questions about safety monitoring and long term risk management for NYSE:LLY. At the same time, Eli Lilly announced a record $4.5b U.S. manufacturing build out to support obesity and diabetes drugs and its first genetic medicines facility. Eli Lilly, trading at $987.05, sits at the...
Eli Lilly, Western Digital and Vertiv are drawing attention as AI demand, GLP-1 drugs and data center growth fuel momentum.
While investors obsess over uptake of GLP-1 pills in the U.S., international sales are just as important.
Most weight-loss stocks are built on future expectations. Eli Lilly is built on current earnings and expanding demand.
Deal volume in 2026 is far outpacing last year, and is being driven by cancer and autoimmune disease drugs.
Eli Lilly and Company (NYSE:LLY) is one of the best growth stocks to invest in for the next 2 years. On April 30, Eli Lilly delivered a powerful performance for Q1 2026, with revenue surging 56% to $19.8 billion. This growth was fueled by a 65% increase in volume, led by the strong demand for […]