Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
Global pharmaceutical company Eli Lilly (NYSE:LLY) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 47.7% year on year to $22.97 billion. The company’s full-year revenue guidance of $86 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $8.38 per share was 27.3% above analysts’ consensus estimates.
Eli Lilly (NYSE: LLY) reported that its KRAS G12C inhibitor olomorasib received FDA Breakthrough Therapy designation for advanced pancreatic cancer in patients with a KRAS G12C mutation. The company entered a new clinical trial collaboration with Amplia Therapeutics to test olomorasib in combination with Amplia's FAK inhibitor narmafotinib in advanced non small cell lung cancer. These developments highlight Eli Lilly's efforts to broaden its oncology portfolio beyond its diabetes and obesity...
It's not much of a rivalry yet.
Eli Lilly (LLY) posted a second-quarter result strong enough to shift the debate around its stock. For months, the debate centered on one worry: a slow start for its new obesity pill. That worry did not disappear in the second quarter, but it stopped driving the conversation. Bank of America came ...
New York Governor Kathy Hochul (D) said President Donald Trump’s decision to end a Medicare subsidy program will raise prescription drug costs for about 1.3 million New Yorkers, arguing seniors should not have to bear the additional expense. In a...
Eli Lilly and Company (NYSE:LLY) reported 48% revenue growth in the second quarter of 2026, driven primarily by continued demand for its cardiometabolic medicines MOUNJARO and ZEPBOUND, while raising its full-year revenue and earnings guidance. Chair and CEO Dave Ricks said the company delivered gr
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.
Berobenatide is one of the keys to Pfizer's future.
The S&P 500 and Dow Jones hit highs while the Nasdaq raced above key levels as oil prices and yields fell. Palantir, Cloudflare and SpaceX were big movers amid earings.
A Texas judge dismissed claims that the drugmakers illegally blocked access to compounded weight-loss drugs.
BMS is the latest major drugmaker to tap Nvidia for more computing power, betting that larger models and AI agents can speed drug discovery.
In early August 2026, CVS Health reported second-quarter results showing higher sales of US$35,117 million and revenue of US$106.10 billion, alongside net income of US$2,979 million and materially higher earnings per share versus a year earlier. On the same day, CVS Health also raised its 2026 earnings guidance and expanded its GLP-1 weight management offering through a new collaboration with Eli Lilly, underscoring how integrated pharmacy, insurance and care-delivery assets can be combined...
The drugmaker continues to face headwinds.
The FDA approved the first drug to treat a root cause of narcolepsy, which could help other sleep conditions as well.
The real opportunity extends well beyond prescription delivery
Eli Lilly recently reported that second-quarter 2026 sales rose to about US$23.0 billion with net income of roughly US$7.10 billion, and the company raised its full-year 2026 revenue guidance to US$85.0 billion–US$87.0 billion from US$82.0 billion–US$85.0 billion. Management attributed this step-up in outlook largely to surging demand for its GLP-1 diabetes and weight-loss portfolio, reinforcing how central these products have become to Lilly’s overall earnings power. With Lilly lifting 2026...
Eligible patients can access Wegovy, Zepbound and Foundayo for $50 per month through Amazon Pharmacy.
ABBV falls after cutting its 2026 EPS outlook to reflect the Apogee deal, despite strong Q2 results, higher revenue guidance and growth from key medicines.
Eli Lilly just posted revenue growth near 50% and crushed earnings estimates, yet the stock barely moved. There is a specific price target for 2027 that Wall Street analysts are only beginning to catch up to, and the math behind it changes the entire valuation story.
Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound and Foundayo will be available at a cost of $50 a month.
Lilly lifts its 2026 outlook as Foundayo adoption accelerates, Medicare expands obesity access and retatrutide advances toward a 2027 filing.
A clinical trial failure and U.S. competition have been tough for the Danish pharmaceutical firm. CFO Karsten Munk says the company is doubling down on innovation and its weight loss pills as it looks towards its next stage of growth.
Reporting 91% growth for Mounjaro, Lilly widened the gap to cardiometabolic rival Novo Nordisk.
1655 GMT – Eli Lilly CEO David Ricks says on CNBC that Foundayo—the company’s recently launched once-daily GLP-1 pill—is expanding the market, not cannibalizing it even though it’s offered at lower prices. At the same time, access to weight-loss treatments continues to expand, further increasing the total addressable market, Ricks says. Eli Lilly is up 3%.
Eli Lilly's market-beating performance has done little to temper Wall Street's optimism, with analysts continuing to see meaningful upside in the stock.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.
