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Big Pharma Is Buying Growth. Novartis (NVS) Is Betting on Its Pipeline
Insider Monkey13d agobullish
Big Pharma Is Buying Growth. Novartis (NVS) Is Betting on Its Pipeline

Big Pharma is buying its way out of the patent cliff, while Novartis AG (NYSE:NVS) is trying to out-develop it. A Record Year for Biotech Deals The scale of that buying activity appears in this year’s deal totals. Biotech M&A has hit a record pace in 2026, with deal value reaching $216 billion so far […]

Is Eli Lilly (LLY) Undervalued After Novo Nordisk’s GLP 1 Advertising Lawsuit?
Simply Wall St.14d agobearish
Is Eli Lilly (LLY) Undervalued After Novo Nordisk’s GLP 1 Advertising Lawsuit?

Novo Nordisk’s lawsuit against Eli Lilly (LLY) over alleged misleading GLP-1 advertising has put fresh attention on Lilly’s stock and raised questions about how core obesity and diabetes franchises are being marketed. See our latest analysis for Eli Lilly. Against this legal backdrop, Eli Lilly’s 1-day share price return of 2.49% and 30-day share price return of 6.99% sit within a broader upswing, with a 52.46% 1-year total shareholder return and a very large 5-year total shareholder return...

Novo Nordisk (CPSE:NOVO B) Stock Looks Reasonable On Earnings While Returns Stay Weak
Simply Wall St.14d agoneutral
Novo Nordisk (CPSE:NOVO B) Stock Looks Reasonable On Earnings While Returns Stay Weak

Novo Nordisk stock has had a tough stretch over the past few years, yet current valuation checks suggest the market may now be pricing it more cautiously than the fundamentals imply. Over the past 3 years, Novo Nordisk has delivered a total shareholder return that is down 35.8%, which puts the recent share price in the context of a material drawdown for long term holders. Expectations around the obesity and diabetes franchise, including products such as Wegovy, sit alongside legal and...

Novo sues Lilly, claiming misleading ads in weight-loss drug battle
Reuters Videos15d agoneutralVIDEO
Novo sues Lilly, claiming misleading ads in weight-loss drug battle

<body><p>STORY: :: Novo Nordisk claims misleading ads in Eli Lilly weight-loss drug lawsuit</p><p>:: July 21, 2026</p><p>:: Maggie Fick, European Pharma Industry Correspondent</p><p>"Novo Nordisk sued rival Eli Lilly in a U.S. federal court on Tuesday, accusing the U.S. drugmaker of false advertising and claiming its weight-loss medicines outperform Novo's drugs." //</p><p>"Novo is alleging in its suit that Lilly's advertisements compare weight-loss results of about 50 pounds for its drug Zepbound with about 33 pounds for Wegovy, even though no head-to-head clinical trial has compared the highest approved doses of the medicines."</p><p>"Pharmaceutical companies regularly sue each other over claims related to patent infringement, for example, but false advertising suits, such as the one filed today, are less common."</p><p>"Novo Nordisk was first to market with its weight-loss injection Wegovy several years ago, but it later lost the lead to Eli Lilly, after that company launched a rival injection called Zepbound in the United States. Last year, Novo replaced its CEO and was forced to issue multiple profit warnings as it fell further behind Eli Lilly in this really competitive and booming obesity drug market, which analysts expect to be worth more than $100 billion by 2030. This year, Novo has actually sort of landed a counterpunch with its oral Wegovy pill. It was able to launch that drug ahead of Eli Lilly. Lilly has, in April, launched its own pill, a weight-loss pill. But Novo has managed to keep up strong sales even since the launch of Lilly's pill."</p><p>"Both companies report quarterly results in the next couple of weeks."</p><p>:: Novo Nordisk</p><p>:: Eli Lilly</p><p>The Danish company filed the lawsuit in U.S. District Court ‌in New Jersey, alleging Lilly violated federal and state false advertising and unfair competition laws, including the Lanham Act, through nationwide advertising campaigns for obesity drug Zepbound and diabetes treatment Mounjaro.</p><p>Novo alleges Lilly compared the highest approved doses of its medicines with lower doses of Novo's Wegovy and Ozempic while omitting newer, higher-dose versions that Novo says deliver greater weight loss.</p><p>But Indianapolis-based Eli Lilly said it stands firmly behind its ads, which are based on the results of its SURMOUNT-5 trial. That ⁠trial — completed in 2024 — compared patients on 10 mg or 15 mg of Lilly's Zepbound to patients on 1.7 mg or 2.4 mg doses of Wegovy. The FDA approved ​a 7.2 mg dose of Wegovy in March of this year.</p></body>