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Eli Lilly (LLY) grew revenue 48% in Q2 2026, driven by Zepbound and Mounjaro. A more understated metric for investors to watch is pricing. Lilly's U.S. price fell 9% from a year earlier, excluding changes to rebate estimates. So far, volume covers that cut. The risk is the quarter it cannot.
NVO's 5% drop in a week reflects intensifying GLP-1 competition and semaglutide risks, but its broad pipeline offers potential long-term growth.
Novo Nordisk Shares Fall as Wall Street Questions Its Next Growth Move
Novo Nordisk dropped 'Nordisk' from its name, betting a culture reset can help it retake share from Eli Lilly.
The Danish drugmaker is shortening its name to Novo, but it will take more than a lean rebrand to win back Wall Street.
Novo faces a tougher growth outlook as Morgan Stanley downgrades the stock to Underweight, citing muted growth, patent risks and rising pressure from Lilly.
Morgan Stanley sees Eli Lilly taking share before semaglutide's patents even become the bigger issue.
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
Novartis just handed the entire Lp(a) drug class a failing grade, and Amgen is taking the worst of the punishment despite releasing promising trial results of its own on the very same morning.
Eli Lilly Stock Slides as Pharma Giant Strikes $2.9 Billion Merida Deal
All three major US stock indexes were down in late-morning trading Monday, after Fox News reported t
Deutsche Bank downgrades Novo Nordisk, citing doubts over the drugmaker’s ability to return to growth and navigate an impending patent cliff.
The stock has tumbled 70% since its June 2024 peak, as the drugmaker has contended with intensifying competition from rival Eli Lilly as well as knockoff versions of its blockbuster Ozempic diabetes and Wegovy weight-loss jabs.
Lilly is suing several US companies that are allegedly selling illegal versions of its weight loss candidate, retatrutide.
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
Lilly is trying to protect an experimental obesity medicine from unauthorized sellers before regulators decide whether to approve it.
The company has referred more than 200 sellers and individuals to regulators.
Lilly said the products being sold on the black market are unverified, unapproved, and not worth the risk.
Eli Lilly has filed six new lawsuits against U.S. entities that it alleges are selling a version of the company’s investigational weight-loss drug on the black market.
Ahead of an approval filing, the drugmaker is amping up a fight against sellers who claim to offer versions of its highly anticipated “triple-G” weight loss medicine.
Outside the U.S., volume climbed 113% against a 36% drop in realized prices
U.S.-traded shares of Novo Nordisk are down more than 6% due to a sales shortfall for its new Wegovy weight-loss pill and a disappointing study outcome for a next-generation weight-loss drug. Overall, the company sees the potential for a full-year sales decline of up to 6%, better than its previous view that sales could drop up to 12%. Novo also disclosed that its experimental drug CagriSema failed to show comparable blood-sugar reduction to Eli Lilly’s tirzepatide in a new study of people with Type 2 diabetes.
Novo Nordisk stock plummeted Tuesday after the obesity kingpin unexpectedly released its second-quarter earnings a day early.
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