
Wave Life Sciences has lost nearly 70% of its value this year, yet its RNA platform spans obesity, rare liver disease, and genetic disorders in ways that could make it irresistible to the right buyer. The question is which pharma giant moves first.
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Wave Life Sciences has lost nearly 70% of its value this year, yet its RNA platform spans obesity, rare liver disease, and genetic disorders in ways that could make it irresistible to the right buyer. The question is which pharma giant moves first.

Novo Nordisk's CEO conceded Eli Lilly is gaining market share even as oral Wegovy hits record prescriptions and the stock keeps falling.
Wegovy pill upside has already played out, leaving the multiple at the European pharma average
European equities traded in the US as American depositary receipts were edging lower late Wednesday

NVO faces near-term pressure from flat Wegovy sales, pricing challenges and pipeline setbacks, but its broad cardiometabolic pipeline offers long-term potential.

PFE's non-COVID products are gaining momentum, with launches, acquisitions and a pipeline aimed at driving growth from 2029 onward.

With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.

Novo Nordisk is playing catch-up in the GLP-1 race.
A new market could accelerate Lilly's oral obesity ambitions
European equities traded in the US as American depositary receipts were tracking higher late Tuesday
The U.K. becomes Lilly's first international market for the pill.
The duopoly dominating the multi-billion-dollar GLP-1 weight-loss market has moved from pharmacy shelves to the federal courtroom. Novo Nordisk A/S (NYSE:NVO) filed a lawsuit in U.S. District Court in New Jersey against Eli Lilly and Company (NYSE:LLY) on July 21, accusing its primary rival of false advertising and unfair competition regarding television and digital campaigns […]
Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI...
The MHRA is the first European regulator to give Foundayo a regulatory blessing, with the drug still under review by the EU.
For years, investors have viewed Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) through one lens: the race to dominate the booming obesity-drug market. But Washington is beginning to shift the conversation. With the U.S. government pushing pharmaceutical companies to manufacture more medicines domestically and reduce dependence on overseas supply chains, manufacturing has become more of […]
The obesity-drug market has largely been viewed as a race between clinical innovation and commercial execution. Investors have spent the past three years comparing prescription growth, market share, and pipeline candidates as Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) compete for dominance in one of healthcare’s fastest-growing markets. Yet another competitive advantage for investors to […]
Hims faces restructuring charges as it shifts its U.S. weight-loss business away from compounded GLP-1 medications.
NEW YORK, Aug 10 (Reuters) - Hims & Hers Health on Monday posted second-quarter revenue above estimates and raised its annual revenue forecast, as the telehealth company benefited from an increase in
The European stock markets closed mixed in Monday trading as investors continue to gauge development
Pfizer's Q2 beat and raised 2026 revenue outlook signal progress, but declining COVID sales and patent losses challenge its growth path.
New data show a single dose of AbCellera’s menopause treatment, ABCL635, reduces how often patients with menopause experience hot flashes.
While a disappointing late-stage readout sent biotech stocks tumbling, all hope may not be lost for the emerging approach to treating cardiovascular events.
(Updates with day of announcement in first paragraph, Novo Nordisk's affiliation in the second parag
Amazon.com Inc.‘s Amazon Pharmacy will offer eligible Medicare beneficiaries weight-loss drugs for $50 per month through a new federal program aimed at expanding access. The company announced on Thursday that the service would automate eligibility checks, prior authorizations, and billing,...
Novo Nordisk (CPSE:NOVO B) secured a Dutch court injunction against Ceban Ziekenhuisfarmacie over an unapproved compounded semaglutide nasal spray. The ruling blocks production and distribution of the compounded nasal spray in the Netherlands for infringing Novo Nordisk's semaglutide patent. The decision reinforces Novo Nordisk's intellectual property position around Wegovy, Ozempic and Rybelsus and limits non approved competitor versions. Patent enforcement around key obesity and diabetes...
Novo Nordisk A/S (NYSE:NVO) reported second-quarter adjusted sales growth of 7% at constant exchange rates, supported by GLP-1 volume growth across its obesity and diabetes franchises, while lower realized prices and manufacturing-related costs weighed on margins. Chief Executive Officer Mike Doust
Can anyone take the top spot away from Eli Lilly in the anti-obesity area?
Dismissal removes one legal challenge involving compounded alternatives while Novo confronts intensifying commercial competition in obesity treatments.
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