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The consumer health company’s GLP-1 shelf strategy at CVS is paying off, and bigger retailers could follow.

It's plugging into a state-of-the-art research tool developed by a major pharmaceutical company.

Readers weigh in on energy investments, retirees’ dilemma, a Social Security fix, lessons from 9/11, and the case for natural-gas company Equinor.

Eli Lilly (LLY) trades near $1,150, up about 52% over the past year, and is now worth more than a trillion dollars. At that size the easy read is that the big money has been made. But Lilly has barely started selling Foundayo, its oral obesity medicine, outside the United States. So how much is left? The scenario below starts from Lilly's own trailing numbers, but the growth, margin, and multiple it assumes are ours. It is not a forecast and not a price target.

Eli Lilly stakes its trillion-dollar valuation on mid-stage data for a two-drug obesity combo, and the September 30 readout will reveal whether eloraTZP is a genuine franchise leap or an expensive gamble on incremental gains.

Johnson & Johnson (JNJ) stock has returned about 57% over the past year, against about 17% for the S&P 500. On the earnings it has already banked, that price looks expensive. But those earnings carry STELARA, which is losing share to biosimilar competition. What looks dear on earnings already reported comes down sharply on the earnings analysts expect.

Healthcare stocks declined late Friday afternoon, with the NYSE Healthcare Index and the State Stree

Merck (MRK) stock returned about 87% over the past twelve months, climbing from roughly $79 to about $147. Nothing in the year's results looks like that. The medicines Merck sells today grew at their usual pace. Investors spent the year repricing what comes next.

Novo Nordisk A/S (NYSE:NVO) decision to use “Novo” as its day-to-day name is part of a broader attempt by CEO Mike Doustdar to reset the company’s culture and sharpen its competitive focus. The rebrand comes as Novo tries to regain momentum in obesity drugs after losing ground to Eli Lilly. Doustdar’s new “Novo Way” emphasizes […]

Biotech M&A surges in 2026, putting ABVX, IOVA, VKTX and BCRX on watchlists, as drugmakers seek late-stage and commercial assets.

AZN's pipeline setbacks weigh on its stock, but a deep late-stage pipeline and 20+ expected readouts offer key catalysts.

JNJ's growth gets a boost from new drug launches and pipeline wins, but Stelara's patent loss and MedTech headwinds remain key risks.

Stability is great, but low-volatility stocks may struggle to deliver market-beating returns over time as they sometimes underperform during bull markets.

Doctors are exploring whether weight-loss drugs could also treat conditions such as endometriosis and Crohn’s disease.

On September 8, 2026, CNBC reported that Novartis’ failed pelacarsen trial has raised the stakes for rival experimental cholesterol drugs from Amgen Inc. (NASDAQ:AMGN) and Eli Lilly and Company (NYSE:LLY), both of which are racing to prove that lowering lipoprotein(a), or Lp(a). It can meaningfully reduce heart attacks and strokes. Analysts said Amgen’s olpasiran faces […]

Twist traded as high as $163.70 on Thursday and finished the session about 9% higher near $156.

On September 15, Berenberg upgraded its rating on Eli Lilly and Company (NYSE:LLY) from Hold to Buy and lifted its price target from $1,220 to $1,400. The research firm pointed to the company’s strong returns on investment and its growth in the obesity treatment market. Berenberg said its 2026 return on research investment analysis confirms […]

On August 31, 2026, Reuters reported on a new study finding that patients who stay on the lowest starter doses of GLP-1 weight-loss drugs still lose weight, though far less than at full recommended doses, and experience less nausea. Patients on Eli Lilly and Company (NYSE:LLY)’s low-dose tirzepatide lost an average of 5.5% of their […]

Danish drugmaker Novo Nordisk (NVO) and Orbis Medicines struck an up to $1.4 billion licensing deal

Corbus Pharmaceuticals' positive obesity data boosts its cannabinoid strategy, while CRB-701 and cash needs add key context for investors.

AbbVie (ABBV) is trading within about one percent of its 52-week high after gaining roughly 24% over the past year, well ahead of the S&P 500. That price rests on two drugs, SKYRIZI above all, growing faster than 20% year over year while the company's older medicines shrink. The biggest risk to the stock makes no noise. It is the chance that this engine slows while the price assumes it cannot.

The weight loss market is highly competitive, but Viking only needs to carve out a small niche in it with VK2735 in order to generate significant value for investors.

On 16 September 2026, Twist Bioscience announced an agreement with Lilly TuneLab, under which Twist will provide antibody characterization data services using preferred Twist protocols to generate high-quality wet lab data that feed Lilly’s AI/ML drug discovery models. This collaboration effectively plugs Twist’s DNA and antibody capabilities into Lilly’s AI-driven discovery ecosystem, potentially deepening Twist’s role in data-rich, AI-enhanced antibody development workflows across the...

Eli Lilly and Novo Nordisk are vying for a new part of the weight loss drug market.

Pfizer (PFE) trades at about 95% of its 52-week high. The business that has to justify that price, the medicines it has launched and acquired, is still only about a fifth of the company. The stock returned roughly 24% over the past year against about 17% for the S&P 500, so investors have so far given the handoff the benefit of the doubt. It is a large bet on a small slice.

Healthcare stocks were slightly lower late Wednesday afternoon, with the NYSE Healthcare Index fract

Johnson & Johnson (JNJ) has been a rewarding stock to hold, up about 53% over the past year against about 17% for the S&P 500. The change worth noticing over that stretch is quieter than the price. Management said sales still rose 5.6% despite a STELARA drag of about 460 basis points. Management is encouraging investors to evaluate the company's underlying momentum by presenting growth rates that exclude STELARA alongside its reported figures.

Novo Nordisk and Anthropic strike a partnership to leverage Claude and other AI models in the drug development process.

The company is still looking to bounce back after the beating it took in recent years.

Billionaire Ray Dalio’s Bridgewater Associates and Cathie Wood’s ARK Invest follow sharply different investment philosophies. Bridgewater generally runs a diversified, macro-driven portfolio that balances exposure across assets, countries and economic environments. ARK concentrates on companies it believes can benefit from disruptive innovation. Still, Insider Monkey’s analysis of their second-quarter 13F filings shows that the two […]