Notícias

A new market could accelerate Lilly's oral obesity ambitions

SpaceX has attractive prospects, but the market has already factored that into its share price.

Skyrizi and Rinvoq drive ABBV's Q2 growth, with strong sales, market-share gains and new indications supporting the immunology franchise.

The U.K. becomes Lilly's first international market for the pill.

Eli Lilly just posted its fourth straight earnings beat and raised guidance again, but the real question is whether a next-generation obesity drug still sitting below Wall Street's radar could push the stock well past current targets.

J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.

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 […]

The U.K. regulator authorized orforglipron for weight management and type 2 diabetes, making Britain the first country in Europe to clear the drug

The MHRA is the first European regulator to give Foundayo a regulatory blessing, with the drug still under review by the EU.

For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.

Jeff Marks and Jim Cramer say Eli Lilly's GLP-1 stock rally has years left, backed by surging global demand.

Eli Lilly’s updated fair value price target has shifted from US$1,270.37 to US$1,297.31, giving investors a fresh reference point for how analysts are framing the stock today. Much of this reset is tied to recent Street commentary that focuses on incretin and GLP-1 therapies, Q2 results, and the potential of assets like Mounjaro, Zepbound, retatrutide and Foundayo. As you read on, you will see how to track these moving parts and keep up with the evolving Eli Lilly narrative. Stay updated as...

Eli Lilly's growth is huge, but on its latest call, analysts tested whether the next chapter can possibly live up to the last one.

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 […]

One of its more popular products just got the green light from a major national regulator.

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 […]

Healthcare stocks were higher late Monday afternoon, with the NYSE Healthcare Index rising 1% and th

Foundayo secured its first European authorization, extending Lilly's obesity portfolio beyond injectable medicines

During the August 6 episode of CNBC’s Mad Money, Jim Cramer pointed to a growing sector rotation as portfolio managers look for innovation outside the mega-cap technology space. He said: Finally, tech had such a run that portfolio managers want exposure to other sectors of the market that still have innovation. Think of them as […]

Healthcare stocks were higher Monday afternoon, with the NYSE Healthcare Index up 0.9% and the State

The U.K.’s Medicines and Healthcare products Regulatory Agency approved Foundayo for weight loss and maintenance in adults with obesity, as well as certain overweight adults with at least one weight-related health condition.

The case for more upside rests on its obesity pill, and what changed is not the drug but who can now write it and who can now pay for it.

Immunocore's Kimmtrak growth and late-stage catalysts strengthen its case, but a premium valuation and single-product risk raise the stakes.

Pfizer's Q2 beat and raised 2026 revenue outlook signal progress, but declining COVID sales and patent losses challenge its growth path.

Healthcare just posted the best three-month run of any S&P 500 sector, yet two of the three biggest pharma names by market cap are still trailing the broader market. That gap between performance and fundamentals is creating a window that income and growth investors rarely see at the mega-cap level.

New data show a single dose of AbCellera’s menopause treatment, ABCL635, reduces how often patients with menopause experience hot flashes.

Investors are still skittish enough that they only want to buy proven winners, so backing the favorite is a smart strategy right now.

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,...

Eli Lilly (NYSE:LLY) delivered a quarter that forced Wall Street to catch up to its own numbers. On August 5, the company reported second-quarter revenue of $23.0 billion, up 48% from a year earlier, and used the momentum to raise its full-year sales and profit targets. Shares moved higher the same day as investors focused […]

Hedge fund Situational Awareness is forced to sell its equity holdings, leading to a drop and a pop in AI-related stocks. What went wrong?