The healthcare team covers Q1 results from pharma and medtech companies and provides a wrap-up of the key takeaways.
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LONDON/NEW YORK, May 21 (Reuters) - Lower prices for weight-loss pills from Novo Nordisk and Eli Lilly are prompting patients to switch from compounded medications to branded Wegovy and Foundayo, according to Reuters interviews with nine U. Prices for the lowest doses of both Novo's oral Wegovy and Lilly's Foundayo tend to be lower than for their injected obesity medicines, and at par with those offered by pharmacies that mix the ingredients themselves and make compounded versions.
Elon Musk could pass an unthinkable wealth threshold, becoming the world’s first trillionaire, depending on investors’ excitement for SpaceX shares when it goes public. If the company surpasses a valuation of about $1.7 trillion, then Musk’s slightly more than 40% stake, combined with his Tesla shares, would make him the first man with a net worth eclipsing 13 figures. The calculation omits restricted shares that SpaceX has granted to Musk, but which haven’t been earned, though it includes options he could exercise shortly.
Novo Nordisk-linked pharmaceutical strength helped Denmark post a fourth straight quarter of economic expansion.
These stocks have declined this year, while the consensus estimates for the companies’ earnings per share have soared.
Bristol Myers Squibb said on Wednesday it is partnering with Anthropic to make its Claude AI model available to over 30,000 employees in an effort to accelerate the discovery, development and delivery of new medicines. • Bristol said it will also leverage Claude Code, Anthropic's coding tool, and evaluate its use in research, drug development, manufacturing and other commercial and medical affairs. • Agentic AI, which requires little human intervention, could increase clinical development productivity by about 35% to 45% over the next five years, consultancy McKinsey said last year.
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Emerging research shows there are ‘super-responders’ to GLP-1 drugs, and others who don’t respond at all.
Baxfendy gained FDA clearance for uncontrolled hypertension patients as AstraZeneca expands its cardiovascular and metabolic portfolio.
There's a new challenger to the more established players in the weight-loss drug space.
Picture a drug so popular that, even in markets where a cheaper generic competitor had just launched, it still grew by 10%. That's what happened to Eli Lilly's (LLY) Mounjaro in India recently. And it's the kind of detail that makes Morgan Stanley think Wall Street still isn't giving Lilly's ...
Analysts initiated covered Tuesday of IPO stock Kailera Therapeutics, a potential competitor to Lilly and Novo in obesity treatment.
Moby summary of Hims & Hers Health, Inc.'s Q1 2026 earnings call
The telehealth platform posted a quarterly loss of $92.1 million, driven by higher expenses, including those tied to operations, technology and general and administrative functions.
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 and Company's ( NYSE:LLY ) stock was strong after they recently reported robust earnings. We did some...
IPO stock Omada Health easily beat first-quarter sales expectations Thursday, and announced a deal with drug titan Eli Lilly.
Novo now expects profit and sales declines of up to 12% this year, better than its earlier 13% forecast.
Find insight on Amazon Pharmacy, Sanofi, Sunway Health and more in the latest Market Talks covering the health care sector.
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.
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...
While investors obsess over uptake of GLP-1 pills in the U.S., international sales are just as important.
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 […]
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LLY has cleared a historically bullish trendline on the charts
(Updates with the company's response in the fourth paragraph.) Eli Lilly (LLY) is looking to rais
In its latest earnings report, the Danish drugmaker said sales and profit should shrink less than the company originally anticipated thanks to strong prescription numbers for its new obesity pill.
Novo Nordisk stock rose as it raised its guidance on the back of the strong performance of its weight-loss pill.
Total prescriptions for the new Wegovy pill reached around 1.3 million in the first quarter and have exceeded 2 million since it launched.