GLP-1 and weight-loss drug supercycle · Thesis · Arbora ↑

Published 2026-07-06 Updated 2026-09-27

Core thesis

The GLP-1 and weight-loss drug supercycle represents a durable, multi-year structural shift in obesity treatment that is expanding into adjacent peptide therapeutics, sustaining above-market revenue growth for Eli Lilly and Novo Nordisk even as valuation risk intensifies.

Causal chain

Structural obesity crisis → massive unmet demand → GLP-1 adoption surge: Decades of rising obesity prevalence have created a patient population that was chronically underserved by prior interventions; GLP-1 agonists delivered clinically meaningful, reproducible weight loss at scale, triggering rapid adoption and establishing a new standard of care. The sheer size of the addressable population means early commercial success does not saturate the market — it validates it.

Adoption surge → revenue supercycle for LLY and NVO: As prescribing physicians and payers gain confidence in efficacy and safety profiles, formulary access widens, volume accelerates, and pricing power is maintained. Lilly's record highs in late June are a direct expression of this dynamic: strong weight-loss drug sales are translating into earnings beats that re-rate the stock upward.

Revenue supercycle → R&D reinvestment → pipeline expansion beyond GLP-1: Outsized cash flows fund next-generation peptide programs. Novo Nordisk's pipeline is actively broadening into wellness and adjacent therapeutic categories, meaning the total addressable market is not static — it is being actively enlarged. This is the self-reinforcing engine of the supercycle: commercial success funds the science that extends the cycle's duration.

Pipeline expansion + potential FDA tailwind → broadened supercycle narrative: A more permissive FDA posture toward peptide therapeutics — as signaled by the regulatory environment under discussion — could accelerate approval timelines, reduce development risk premiums, and attract further capital into the space, amplifying both companies' optionality value.

Valuation debate → sentiment-driven volatility but not thesis invalidation: Wall Street's active debate over whether LLY at ~$1,213/share already prices in the supercycle introduces a ceiling on near-term multiple expansion. However, if earnings growth continues to outpace valuation concerns, the stock can grow into its multiple rather than requiring further re-rating — a maturing but not exhausted setup.

Key drivers

Secular demand depth: The obesity epidemic affects hundreds of millions globally; even high penetration in early-adopter markets leaves substantial international and underinsured domestic populations as future growth vectors.
Pricing power and formulary expansion: As clinical evidence accumulates and outcomes data strengthens, payer resistance is eroding, supporting both volume growth and sustained average selling prices.
Pipeline optionality beyond weight loss: NVO's expansion into wellness and adjacent peptide categories, and LLY's broader pipeline (including oncology partnerships), mean neither company is a single-product story — reducing binary risk and supporting premium valuations.
Regulatory environment: A potentially more supportive FDA posture toward peptide therapeutics could compress approval timelines and lower the risk discount applied to pipeline assets.
Competitive moat: Manufacturing scale, established physician relationships, and brand recognition in GLP-1 create meaningful barriers to entry that protect incumbent market share even as competition develops.
Earnings quality: Strong five-year gains for LLY reflect genuine earnings growth, not purely multiple expansion, lending fundamental credibility to current price levels.

Risks and counter-case

Valuation compression: At ~$1,213/share for LLY, the stock trades at a significant earnings premium; any guidance miss, pipeline setback, or macro-driven risk-off rotation could trigger sharp de-rating without any change in the underlying business trajectory.
Competitive entry: Emerging GLP-1 and peptide competitors — including potential biosimilars and novel mechanisms from other large-cap pharma — could erode pricing power and market share faster than consensus expects.
Payer and policy pushback: Government drug pricing intervention (e.g., IRA negotiations) or aggressive payer formulary restrictions could compress net realized prices, directly impacting revenue growth assumptions.
Manufacturing constraints: Capacity bottlenecks have previously limited supply; failure to scale manufacturing in line with demand could cede market share to competitors or disappoint revenue expectations.
Safety and long-term outcomes data: Emerging adverse event signals or disappointing long-term cardiovascular/metabolic outcomes data could dampen physician confidence and slow adoption.
Thesis maturation risk: The evidence itself acknowledges the setup is "maturing" — if the market has already priced in the supercycle's full duration, future returns may be modest even if the business performs well.
Pipeline execution risk: NVO's expansion into adjacent peptide categories is still in development; clinical failures in these programs would narrow the addressable market narrative and remove a key valuation support.

What to watch

Quarterly revenue and volume disclosures for Mounjaro/Zepbound (LLY) and Ozempic/Wegovy (NVO): The primary real-time signal for whether the supercycle is accelerating, plateauing, or decelerating.
Payer coverage and formulary decisions: Expansion or contraction of insurance coverage is a leading indicator of future volume growth, particularly in commercial and Medicare populations.
FDA peptide policy announcements: Any formal guidance or approval decisions signaling a more permissive regulatory posture would validate the broadened supercycle narrative and re-rate pipeline assets.
Pipeline readouts from NVO's adjacent peptide programs: Clinical trial data in wellness and non-obesity indications will determine whether the addressable market expansion thesis holds.
Competitor approval timelines: Progress by rival GLP-1 or peptide programs toward FDA approval is a key risk indicator for pricing power and market share.
LLY earnings revisions and cash flow metrics: Given the valuation debate, the ratio of earnings growth to multiple expansion will determine whether the stock is growing into its valuation or becoming more stretched.
Manufacturing capacity announcements: Capital expenditure commitments and production ramp updates from both companies signal their own confidence in demand durability and their ability to capture it.
Biosimilar development activity: Any accelerated biosimilar filings or patent challenge outcomes would be an early warning of future pricing pressure.

Sources

Eli Lilly (LLY) Stock May Trade At A Cash Flow Discount But An Earnings Premium 2026-07-05
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Another win for Lilly’s triple-g agonist in two more Phase III trials
Yahoo Finance 2026-07-23
How Will Eli Lilly's GLP-1 Portfolio Sales Aid Upcoming Q2 Results?
Eli Lilly Is Acquiring a Psychedelic Medicine Biotech. Here's What You Need to Know. 2026-07-23
Eli Lilly Is Acquiring a Psychedelic Medicine Biotech. Here's What You Need to Know.
Yahoo Finance 2026-07-23
Crux Collaborates with Novo Nordisk to Offer Access to Wegovy® and Other Obesity Management Medications
Eli Lilly Moves Closer To Another Weight-Loss Drug: Retatrutide Clears Two More Phase 3 Trials Ahead 2026-07-23
Eli Lilly Moves Closer To Another Weight-Loss Drug: Retatrutide Clears Two More Phase 3 Trials Ahead Of FDA Filing
Lilly, with new data, to seek FDA approval of obesity drug retatrutide 2026-07-23
Lilly, with new data, to seek FDA approval of obesity drug retatrutide
Yahoo Finance 2026-07-23
Lilly Stock Is Rising on Plan to Seek Approval for Newest Weight-Loss Drug in 2027 — Among adults with general obesity, the weekly injectable lowered the weight of late-stage trial participants by an average of 28% over 80 weeks at the highest doses tested.
Yahoo Finance 2026-07-23
There's A Hidden Gem In Eli Lilly's Weight-Loss News — And It Could Slam Compounders
Yahoo Finance 2026-07-23
Lilly Targets Early 2027 Filing for Next Obesity Drug — Two more Phase 3 trials showed weight loss above 20%
Yahoo Finance 2026-07-23
Eli Lilly's Retatrutide Clears Two More Trials Ahead of 2027 Filing
WSJ 2026-07-23
Eli Lilly Preparing Retatrutide Applications After Positive Weight-Loss Data
Yahoo Finance 2026-07-23
Lilly's triple agonist, retatrutide, successful in two additional Phase 3 obesity trials, delivering significant improvements in weight and A1C
Yahoo Finance 2026-07-23
Roche H1 Sales Decline on Currency Headwinds, Key Drugs Keep Momentum — RHHBY posts 6% constant-currency sales growth in the first half of 2026 as strong demand for key drugs offsets legacy declines, while FDA pipeline progress supports momentum.
Yahoo Finance 2026-07-24
Eli Lilly Stock In A Buy Zone, Set To Ride The Peptide Wave — Eli Lilly stock hit an all-time high of 1,249.50 before pulling back into a buy zone above a pivot of 1,133.95.
Yahoo Finance 2026-07-24
Update: Market Chatter: Novo Nordisk Seeks Immediate Court Order Against Lilly's Weight-Loss Drug Ads
Yahoo Finance 2026-07-24
Is Novo Nordisk (CPSE:NOVO B) Fully Valued On EU Approval For Its Wegovy Pill? — The Wegovy pill approval lands at a time when Novo Nordisk’s 90 day share price return of 23.22% suggests momentum is still building, even as the year to date share price return is down 3.01% and the 1 year total shareholder return...
Yahoo Finance 2026-07-24
Incyte Gears Up to Report Q2 Earnings: Is a Beat Around the Corner?
Yahoo Finance 2026-07-24
LLY's Retatrutide Nears 2027 Filing With Two More Phase III Wins
Yahoo Finance 2026-07-24
As Eli Lilly and Novo Clash in Court, Wall Street Eyes This Bigger Prize
Yahoo Finance 2026-07-24
Scribe Therapeutics Soars 67% After $128.7 Million Upsized IPO — Gene-editing biotech debuts at $25, backed by Sanofi and Eli Lilly, with a roughly $440.3 million valuation.
Yahoo Finance 2026-07-24
Novo Nordisk (CPSE:NOVO B) Sues Eli Lilly Over GLP 1 Drug Advertising
Yahoo Finance 2026-07-24
Novo Nordisk Seeks Injunction Against Eli Lilly Weight-Loss Ads
Novo Nordisk seeks injunction to block Eli Lilly weight loss drug ads 2026-07-24
Novo Nordisk seeks injunction to block Eli Lilly weight loss drug ads
Novo Nordisk Reportedly Escalates Legal Battle Against Eli Lilly – Even As Analysts See LLY Leading 2026-07-24
Novo Nordisk Reportedly Escalates Legal Battle Against Eli Lilly – Even As Analysts See LLY Leading The GLP-1 Race
Novo Nordisk seeks court order to halt Eli Lilly weight-loss drug advertisements 2026-07-24
Novo Nordisk seeks court order to halt Eli Lilly weight-loss drug advertisements
Yahoo Finance 2026-07-25
Jim Cramer Wants Novo Nordisk A/S (NYSE:NVO) To Compete With Eli Lilly In The Market & Not The Courts
Yahoo Finance 2026-07-27
Novo Nordisk A/S - share repurchase programme — This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
Yahoo Finance 2026-07-27
3 Quality Compounders to Own for Decades
Yahoo Finance 2026-07-28
Congestive Heart Failure Market to Register Immense Growth at a CAGR of 8% During the Forecast Period (2026-2036) | DelveInsight
Yahoo Finance 2026-07-28
INCY Q2 Earnings & Revenues Beat on Higher Sales, '26 View Raised
Eli Lilly Just Made a $2.8 Billion Bet That Goes Beyond GLP-1 Drugs 2026-07-28
Eli Lilly Just Made a $2.8 Billion Bet That Goes Beyond GLP-1 Drugs
Eli Lilly Is Acquiring AtaiBeckley for $2.8 Billion. Cathie Wood Thinks Another Psychedelic Drug Sto 2026-07-29
Eli Lilly Is Acquiring AtaiBeckley for $2.8 Billion. Cathie Wood Thinks Another Psychedelic Drug Stock Is an Even Better Bet.
Yahoo Finance 2026-07-29
Novo Nordisk (CPSE:NOVO B) Teams Up With Crux To Expand Wegovy Access
Yahoo Finance 2026-07-29
Novo Nordisk (CPSE:NOVO B) Is Up 5.9% After EU Wegovy Pill Approval And US Access Deal
Yahoo Finance 2026-07-30
Eli Lilly (LLY) Joins Illumina’s Billion Cell Atlas For AI Drug Discovery — NYSE:LLY is trading at $1,210.02, with the share price up...
Yahoo Finance 2026-07-30
Resilience and Lilly Invest $750 Million to Increase U.S.-Manufactured Medicine Supply
How Telix landed a $2.1 billion radiopharma deal with Regeneron 2026-07-30
How Telix landed a $2.1 billion radiopharma deal with Regeneron
Yahoo Finance 2026-07-30
Lilly Boosts Diabetes and Obesity Capacity With $750 Million Deal — Expansion adds at least 400 jobs, taking Resilience's Ohio headcount above 1,400
BIOA, GLUE Stocks Clock Worst Day In Years— What’s The NVO Connection? 2026-07-31
BIOA, GLUE Stocks Clock Worst Day In Years— What’s The NVO Connection?
NVO Stock Plummets as Novo Nordisk Heart Drug Fails Late-Stage Trial 2026-07-31
NVO Stock Plummets as Novo Nordisk Heart Drug Fails Late-Stage Trial
Jim Cramer says one popular stock is meant to be owned, not traded 2026-07-31
Jim Cramer says one popular stock is meant to be owned, not traded
Yahoo Finance 2026-07-31
Novo Nordisk Shares Sink After Heart Disease Drug Candidate Fails Late-Stage Trial
Yahoo Finance 2026-07-31
Novo Nordisk’s Heart Drug Suffers a Major Setback. What It Means for the Stock.
Yahoo Finance 2026-07-31
Weight Loss Drug Stocks Slump Below Key Levels. What Ozempic Maker Said.
Yahoo Finance 2026-07-31
European Equities Mixed in Friday Trading; Novo Nordisk Says Ziltivekimab Fails to Reduce Major Adverse Cardiovascular Events in Trial
Yahoo Finance 2026-07-31
Novo Nordisk Suffers Another Pipeline Setback
Yahoo Finance 2026-07-31
Novo Nordisk Stock Falls 7% as ZEUS Trial Fails
NVO Stock Slumps After Late-Stage Trial Fails Primary Goal – Retail Says ‘Current Revenue Drivers’ S 2026-07-31
NVO Stock Slumps After Late-Stage Trial Fails Primary Goal – Retail Says ‘Current Revenue Drivers’ Still Intact
Yahoo Finance 2026-07-31
Lilly (LLY) Q2 Earnings on the Horizon: Analysts' Insights on Key Performance Measures
Yahoo Finance 2026-07-31
Eli Lilly and Company (LLY) is Attracting Investor Attention: Here is What You Should Know
Novo Nordisk Stock Sinks on Disappointing Heart Drug Trial Results 2026-07-31
Novo Nordisk Stock Sinks on Disappointing Heart Drug Trial Results
Novo Nordisk ziltivekimab heart drug fails phase 3 trial 2026-07-31
Novo Nordisk ziltivekimab heart drug fails phase 3 trial
Novo setback casts doubt on a new way to treat heart disease 2026-07-31
Novo setback casts doubt on a new way to treat heart disease
NVO Stock Ends Three-Month Winning Streak As Novo Nordisk’s Key Heart Drug Flops, Competition Goes T 2026-08-01
NVO Stock Ends Three-Month Winning Streak As Novo Nordisk’s Key Heart Drug Flops, Competition Goes To Court
Yahoo Finance 2026-08-01
Novo Nordisk (NVO) Stock Looks Below Fair Value Despite Recent Setbacks
Yahoo Finance 2026-08-02
Novo Nordisk (NVO) Trial Setback Hits Sentiment, Is The Stock Still Cheap?
Abbott Laboratories vs. Eli Lilly: Which Healthcare Stock Is a Better Buy in 2026? 2026-08-02
Abbott Laboratories vs. Eli Lilly: Which Healthcare Stock Is a Better Buy in 2026?
Yahoo Finance 2026-08-02
Weekly Roundup on the Cannabis Sector & Psychedelic Sector
Novo Nordisk shares in hot water after disappointing trial 2026-08-02
Novo Nordisk shares in hot water after disappointing trial
Yahoo Finance 2026-08-03
Eli Lilly (LLY) Stock Looks Below Fair Value On Cash Flow
Yahoo Finance 2026-08-03
Lilly's olomorasib receives U.S. FDA's Breakthrough Therapy designation for the treatment of previously treated KRAS G12C-mutant advanced pancreatic cancer
Ratio Therapeutics secures $70m Series C funding for cancer radiotherapy 2026-08-03
Ratio Therapeutics secures $70m Series C funding for cancer radiotherapy
Yahoo Finance 2026-08-03
Bear of the Day: Boston Beer (SAM)
Yahoo Finance 2026-08-03
Bristol Myers Squibb Stock Falls on Report of $400 Billion Merger Talks With AstraZeneca
Yahoo Finance 2026-08-03
Eli Lilly's Latest Cancer Win Comes With a Big Caveat
Yahoo Finance 2026-08-03
Read Between These Lines As Eli Lilly, Hot IPO And More Face Key Test
Yahoo Finance 2026-08-03
Novo Nordisk Before Q2 Earnings: How Should Investors Play the Stock?
Yahoo Finance 2026-08-03
Will Mounjaro & Zepbound Drive Lilly's Q2 Results: Buy, Sell or Hold?
Eli Lilly’s Olomorasib Secures Second FDA Breakthrough Designation For Cancer Therapy – Retail Expec 2026-08-03
Eli Lilly’s Olomorasib Secures Second FDA Breakthrough Designation For Cancer Therapy – Retail Expects LLY Stock To Hit Record High Soon
Yahoo Finance 2026-08-03
Eli Lilly (LLY) Wins FDA Breakthrough Tag For Olomorasib, Backs $70 Million Raise
Inspire Medical Systems Q2 Earnings Call Highlights 2026-08-04
Inspire Medical Systems Q2 Earnings Call Highlights
Yahoo Finance 2026-08-04
More Biotech M&A Is Coming, Whether an AstraZeneca-Bristol Myers Deal Happens or Not
Amplia Therapeutics partners with Lilly on lung cancer combination trial 2026-08-04
Amplia Therapeutics partners with Lilly on lung cancer combination trial
Yahoo Finance 2026-08-04
H1 Partners with Novo Nordisk to Scale AI-Driven Clinical Development
Yahoo Finance 2026-08-04
Adyen to Provide Payment Technology Services for LillyDirect
Yahoo Finance 2026-08-04
Amplia Signs Collaboration Agreement With Lilly, Evaluating Narmafotinib Plus Lilly’s Kras G12C Inhibitor, Olomorasib, in Non-small Cell Lung Cancer
Here’s How Much Traders See Eli Lilly Stock Moving After Earnings 2026-08-04
Here’s How Much Traders See Eli Lilly Stock Moving After Earnings
Yahoo Finance 2026-08-04
iBio Strengthens Clinical Leadership with Appointment of Endocrinologist Molly Carr as Chief Medical Officer
Three potential takeover targets in psychedelics 2026-08-04
Three potential takeover targets in psychedelics
Yahoo Finance 2026-08-04
‘Arrogance kills’: Novo chief injects risk-taking into Ozempic maker
The $85 Billion Consolation Prize For JNJ Shareholders 2026-08-04
The $85 Billion Consolation Prize For JNJ Shareholders
Yahoo Finance 2026-08-04
Novo Nordisk (CPSE:NOVO B) Reports Mixed ZEUS Phase 3 Results For Ziltivekimab
Yahoo Finance 2026-08-04
Novo Nordisk Stock Stumbles On A Key Miss As Its Battle With Eli Lilly Heats Up
Yahoo Finance 2026-08-04
Novo Nordisk Raises Earnings Guidance. The Stock Sinks.
Yahoo Finance 2026-08-04
Lilly Opens Pre-Approval Access to Its Next Obesity Drug
Novo Nordisk Q2 2026 earnings beat, raises full-year outlook 2026-08-04
Novo Nordisk Q2 2026 earnings beat, raises full-year outlook
Yahoo Finance 2026-08-04
Novo Nordisk reports adjusted operating profit of DKK 33,389 million for Q2 2026 and raises full-year outlook
Yahoo Finance 2026-08-04
Novo Nordisk raises adjusted sales and adjusted operating profit outlook for 2026
NVO Stock Drops 6% Despite Raised Guidance As Investors Worry About Injectable GLP-1 Sales Future 2026-08-04
NVO Stock Drops 6% Despite Raised Guidance As Investors Worry About Injectable GLP-1 Sales Future
Yahoo Finance 2026-08-04
Is Eli Lilly (LLY) Still the Undisputed Leader in the $150 Billion Obesity Drug Market?
Yahoo Finance 2026-08-04
Novo Nordisk A/S - share repurchase programme
Yahoo Finance 2026-08-05
3 Medical Stocks Standing Out After Crushing Q2 Earnings Expectations
Moby 2026-08-05
Charles River Laboratories International, Inc. Q2 2026 Earnings Call Summary
Yahoo Finance 2026-08-05
Eli Lilly and Co (LLY) (Q2 2026) Earnings Call Highlights: Revenue Surges 48% on Zepbound and ... — Eli Lilly and Co (LLY) raises full-year 2026 guidance after Q2 revenue jumps 48%, driven by blockbuster incretin sales and strong international expansion.
Yahoo Finance 2026-08-05
Eli Lilly Stock Jumps Over 5% as Mounjaro Sales Surge 91%
LLY Stock Alert: What to Know as Eli Lilly Teams Up With CVS on Weight-Loss Drugs 2026-08-05
LLY Stock Alert: What to Know as Eli Lilly Teams Up With CVS on Weight-Loss Drugs
InvestorsHub 2026-08-05
Eli Lilly stock jumps as GLP-1 sales widen Novo lead — Key takeawaysEli Lilly’s second-quarter revenue surged 48 per cent to US$22. 97 billion, beating Wall Street expectations by more than US$2 billion.
Yahoo Finance 2026-08-05
Novo Nordisk Stock Falls 4% Despite Stronger GLP-1 Outlook
Yahoo Finance 2026-08-05
Is INSP a Buy as Margins Improve but Reimbursement Risks Persist?
Yahoo Finance 2026-08-05
CVS, Eli Lilly Forge Partnership on Improved GLP-1 Access; Companies Top Second-Quarter Views
Yahoo Finance 2026-08-05
INSP's 28.1% Past-Month Rally Raises a Key Question for Investors — Inspire Medical shares jumped 28.1% as an earnings beat, raised 2026 guidance and estimate revisions offset reimbursement pressure.
Yahoo Finance 2026-08-05
AMGN Beats on Q2 Earnings, Lifts Outlook Despite Legacy Drug Pressure
Yahoo Finance 2026-08-05
Eli Lilly is treating nearly 10% of US obesity population with GLP-1s: CFO
Yahoo Finance 2026-08-05
NVO Stock Down Despite Q2 Earnings and Sales Beat on GLP-1 Growth
Yahoo Finance 2026-08-05
Novo Nordisk (CPSE:NOVO B) Stock Still Looks Like A Bargain As Shares Fell 48% — Over the past 3 years the share price is down 48.1%, which means long term holders are...
Yahoo Finance 2026-08-05
Novo Nordisk wins Dutch court injunction protecting patients from unapproved, unlawful compounded semaglutide nasal spray
Stocktwits 2026-08-05
Eli Lilly CEO Bets On Weight-Loss Medicine Retatrutide As Next Growth Driver, Says Firm’s Future Has ‘Never Been Brighter’ — Lilly’s second-quarter revenue jumped 48% and comfortably beat Wall Street estimates, driven primarily by strong demand for its blockbuster weight loss drugs Mounjaro and Zepbound.
Yahoo Finance 2026-08-05
Novo Nordisk looks to future proof as investors worry over pipeline
Yahoo Finance 2026-08-05
Eli Lilly's Diabetes And Obesity Drugs Blow Past Expectations; Shares Pop
Yahoo Finance 2026-08-05
Eli Lilly (LLY) Q2 Earnings and Revenues Surpass Estimates — Lilly (LLY) delivered earnings and revenue surprises of +39.43% and +13.38%, respectively, for the quarter ended June 2026.
Yahoo Finance 2026-08-05
Eli Lilly and Novo Nordisk raise profit outlook as demand for weight-loss drugs soars
Yahoo Finance 2026-08-05
Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles — The world’s biggest drugmaker by market value reported adjusted earnings of $8.38 a share in the period, better than the $6.01 consensus estimate among analysts polled by FactSet. Revenue surged 48% to nearly $23 billion—Wall Street was looking for $20.7 billion.
Yahoo Finance 2026-08-05
Eli Lilly shares pop as weight-loss drug demand fuels guidance hike — Investing.com -- Eli Lilly shares jumped more than 5% in premarket trading Wednesday after the U.S. pharma giant raised its annual revenue guidance amid strong demand for its popular weight-loss and diabetes drugs.
Quartz 2026-08-05
Eli Lilly Q2 2026 earnings beat, raises full-year revenue forecast — Mounjaro revenue jumped 91% to $9.9 billion and Zepbound brought in $4.9 billion as the drugmaker beat Wall Street estimates
WSJ 2026-08-05
Eli Lilly Posts Higher Revenue on Continued GLP-1 Demand
Quartz 2026-08-05
CVS Health Q2 2026 earnings beat, Eli Lilly weight loss drug deal — CVS beat Wall Street expectations by a wide margin in the second quarter and raised its full-year profit forecast to as much as $8.10 per share
Yahoo Finance 2026-08-05
CVS shares jump on earnings beat, raised full-year guidance — Investing.com -- CVS Health shares jumped about 5% in premarket trading Wednesday after the company raised its full-year profit guidance following better-than-expected second-quarter results.
Yahoo Finance 2026-08-05
Onsera Health Strengthens Cardiometabolic Care Delivery with Eli Lilly's(R) Oral GLP-1 Foundayo(R)
InvestorsHub 2026-08-05
Novo Nordisk shares fall despite improved outlook as Wegovy sales disappoint — The company’s shares dropped 6% during US trading on Tuesday, while its Copenhagen-listed stock declined 4.
Yahoo Finance 2026-08-05
Novo Nordisk falls as Wegovy sales miss, trial setback overshadow raised outlook
Yahoo Finance 2026-08-05
Eli Lilly (LLY) Wins FDA Breakthrough Tag For Olomorasib, Is The Stock Still Cheap? — Eli Lilly’s share price has eased recently, with a 7 day share price return down 8.60% and a 30 day share price return down 8.09%. This is even though the 1 year total shareholder return sits at 46.69% and the 5 year total...
Yahoo Finance 2026-08-06
Lexicon Pharmaceuticals Inc (LXRX) (Q2 2026) Earnings Call Highlights: Zynquista NDA ...
Novo Nordisk faces a rough patch 2026-08-06
Novo Nordisk faces a rough patch — Novo’s shares have fallen 15% this year, tumbling further this week after guidance missed analysts’ targets.
Yahoo Finance 2026-08-06
The Bull Case For Eli Lilly (LLY) Could Change Following Raised 2026 Guidance On GLP-1 Demand — 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.
Yahoo Finance 2026-08-06
The Next Billion-Dollar Opportunity in Alzheimer's Disease Market: 6 Pipeline Therapies to Watch | DelveInsight
Yahoo Finance 2026-08-06
NVO Q2 Earnings Call Centers on Wegovy Pill and Outlook Lift
Yahoo Finance 2026-08-06
LLY Q2 Earnings Call Raises Outlook as Foundayo Gains Traction
Yahoo Finance 2026-08-06
Weight loss drug Wegovy made Novo Nordisk Europe’s most valuable company—finding its next blockbuster drug is proving difficult
Yahoo Finance 2026-08-06
VivoSim Provides Financial and Listing Compliance Update
Yahoo Finance 2026-08-06
Lexicon Pharmaceuticals Reports Second Quarter 2026 Financial Results and Provides Clinical Updates
Eli Lilly raises 2026 outlook again as Q2 soars past estimates 2026-08-06
Eli Lilly raises 2026 outlook again as Q2 soars past estimates — Reporting 91% growth for Mounjaro, Lilly widened the gap to cardiometabolic rival Novo Nordisk.
Yahoo Finance 2026-08-06
Scholar Rock Reports Second Quarter 2026 Financial Results and Recent Business Highlights
Eli Lilly Stock: Analyst Estimates & Ratings 2026-08-06
Eli Lilly Stock: Analyst Estimates & Ratings
Yahoo Finance 2026-08-06
Novo Nordisk A/S: Trading in Novo Nordisk shares by board members, executives and associated persons
Yahoo Finance 2026-08-06
How To Earn $500 A Month From Eli Lilly Stock Ahead Of Q2 Earnings — Analysts expect the company to report quarterly earnings of $6.58 per share, up from $6.31 per share in the year-ago period.
Moby 2026-08-06
Eli Lilly and Company Q2 2026 Earnings Call Summary
The Motley Fool 2026-08-07
Eli Lilly's Timing of the FDA Filing of Its Next Weight-Loss Drug Is Now Official -- and Novo Nordisk Has a Problem
Yahoo Finance 2026-08-07
Scholar Rock Announces FDA Review of Apitegromab Biologics License Application (BLA) for Spinal Muscular Atrophy (SMA) to Progress with Second Fill-Finish Facility; Approval Decision Anticipated by Se
Yahoo Finance 2026-08-07
PRTA's Q2 Loss Narrower Than Expected, Pipeline Progress in Focus
Why Big Pharma is chasing the industry’s most-powerful supercomputer 2026-08-07
Why Big Pharma is chasing the industry’s most-powerful supercomputer
Yahoo Finance 2026-08-07
CVS Health (CVS) Is Down 8.6% After Raising 2026 Guidance And Expanding GLP-1 Tie-Up With Lilly – Has The Bull Case Changed? — 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.
Yahoo Finance 2026-08-08
Novo Nordisk (CPSE:NOVO B) Wins Dutch Injunction Over Compounded Semaglutide Spray
Novo Nordisk A/S Q2 Earnings Call Highlights 2026-08-08
Novo Nordisk A/S Q2 Earnings Call Highlights — 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.
Yahoo Finance 2026-08-08
LLY Q2 Deep Dive: Key Products and Pipeline Expansion — 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.
Yahoo Finance 2026-08-08
Eli Lilly (LLY) Gains FDA Breakthrough Nod As Olomorasib Cancer Trial Broadens
Eli Lilly and Company Q2 Earnings Call Highlights 2026-08-08
Eli Lilly and Company Q2 Earnings Call Highlights — 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.
Yahoo Finance 2026-08-09
Eli Lilly (LLY) Posts Blowout Growth And Raises Its Outlook — 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.
Yahoo Finance 2026-08-10
Eli Lilly (LLY) Stock Gets Fair Value Bump After GLP 1 Driven Analyst Revisions — 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.
Yahoo Finance 2026-08-10
Eli Lilly vs. Novo Nordisk: Which Company Is Better Positioned for America’s New Drug Manufacturing Policies?
Yahoo Finance 2026-08-10
Eli Lilly vs. Novo Nordisk: Has GLP-1 Manufacturing Become the New Competitive Moat?
Yahoo Finance 2026-08-10
Eli Lilly Stock Rises 2.1% as UK Clears Obesity Pill
Stocktwits 2026-08-10
Eli Lilly’s GLP-1 Pill Secures First European Milestone – Here’s Everything To Know About UK MHRA’s Foundayo Approval
Yahoo Finance 2026-08-10
This Biotech’s Drug Could Treat Hot Flashes. The Stock Is Up 34% on Good News.
Yahoo Finance 2026-08-10
Is IMCR Worth Buying as Kimmtrak Growth Meets a Premium Valuation?
Yahoo Finance 2026-08-10
Lifespan Vision Ventures Leads Remedium Bio's Series A Financing — Lifespan Vision Ventures today announced that it is leading Remedium Bio, Inc.'s ("Remedium") $10 million Series A financing and has completed the round's initial closing, with participation from Eli Lilly and Company ("Lilly") and HKX Capital.
Yahoo Finance 2026-08-10
Veru Reports Fiscal 2026 Third Quarter Financial Results and Phase 2b PLATEAU Clinical Trial Progress
Did Novo’s phase 3 flop kill the inflammation hypothesis in heart disease? 2026-08-10
Did Novo’s phase 3 flop kill the inflammation hypothesis in heart disease?
Yahoo Finance 2026-08-10
Update: Scholar Rock Holding Says Apitegromab BLA Review Stays on Track for September 30 PDUFA Date
Absci Q2 Earnings Call Highlights 2026-08-11
Absci Q2 Earnings Call Highlights
Yahoo Finance 2026-08-11
Absci Reports Business Updates and Second Quarter 2026 Financial and Operating Results — Announced positive interim Phase 1 data from the HEADLINE™ trial of ABS-201 Completed $100 million underwritten offering, including $40 million strategic investment from Eli Lilly & Company Cash, cash equivalents, and marketable securities now sufficient to fund operations into the second half of 2028 VANCOUVER, Wash. and NEW YORK, Aug.
Yahoo Finance 2026-08-11
Eli Lilly Scores Major Win in Weight-Loss Drug Race
Yahoo Finance 2026-08-11
Lilly Takes Its Weight-Loss Pill Battle Overseas
Yahoo Finance 2026-08-11
Eli Lilly and Company (LLY) vs. Novo Nordisk A/S (NVO): Is Lilly Pulling Ahead in the $100 Billion Obesity Market?
Quartz 2026-08-11
Eli Lilly's Foundayo weight-loss pill approved in the U.K.
UK regulators greenlight Lilly’s Foundayo, intensifying Novo competition 2026-08-11
UK regulators greenlight Lilly’s Foundayo, intensifying Novo competition
Yahoo Finance 2026-08-11
Veeva Vault CRM Selected by Eli Lilly and Company
Yahoo Finance 2026-08-12
Berenberg Cuts Novo Nordisk as Lilly Takes the Oral Market
Yahoo Finance 2026-08-12
Eli Lilly Stock Falls While Retatrutide Lawsuits Expand
Yahoo Finance 2026-08-12
Novo Nordisk Dips 4% in a Month: How Should Investors Play the Stock?
Yahoo Finance 2026-08-12
IBD 50 Stocks To Watch: Obesity Drug Giant Eli Lilly Offers New Buy Point
Stocktwits 2026-08-12
Eli Lilly Steps Up Retatrutide Crackdown With Six New Lawsuits – CMO Hyman Says Drug Sold In Black Market Is ‘Not A Medicine’
Yahoo Finance 2026-08-12
InduPro Closes $77 Million Series B Financing and Doses First Patient in Phase 1 Study of Lead Oncology Program IDP-001 — SEATTLE & CAMBRIDGE, Mass., August 12, 2026--InduPro, Inc., a biotechnology company defining membrane protein spatial relationships to create novel therapeutics for the treatment of cancer and autoimmune diseases, today announced the closing of a $77 million Series B financing and the dosing of the first patient in the Phase 1 clinical study of IDP-001, t…
Lilly files six lawsuits in bid to shut down ‘black market’ for retatrutide 2026-08-12
Lilly files six lawsuits in bid to shut down ‘black market’ for retatrutide
Yahoo Finance 2026-08-12
Lilly calls on online platforms, payment companies and regulators to shut down the illegal retatrutide black market
Yahoo Finance 2026-08-12
Absci (ABSI) Is Up 11.0% After Lilly Backs ABS-201 With US$40 Million Investment – Has The Bull Case Changed? — Absci Corporation recently reported second-quarter 2026 results showing a net loss of US$33.21 million, wider than a year ago, while basic and diluted loss per share from continuing operations narrowed to US$0.21.
Moby 2026-08-12
Absci Corporation Q2 2026 Earnings Call Summary
Yahoo Finance 2026-08-13
Novo Nordisk Stock Slips as Pill Strategy Reframes Obesity Race
The Motley Fool 2026-08-13
Eli Lilly's GLP-1 Pricing Problem Is Actually a Growth Opportunity
Yahoo Finance 2026-08-13
Should Investors Buy WST as HVP Growth Meets a Premium Valuation?
Yahoo Finance 2026-08-13
WST Q2 Beat and Raised 2026 Outlook Reinforce the HVP Growth Story
Yahoo Finance 2026-08-13
Novo Nordisk Escalates Weight-Loss War With Eli Lilly
The Motley Fool 2026-08-13
Is Novo Nordisk's Wegovy-Fueled Rebound Evaporating?
TheStreet 2026-08-13
Lilly gains access to market that could add millions of customers
Yahoo Finance 2026-08-13
Novo Nordisk (CPSE:NOVO B) Sees New Pressure In Weight Loss Drugs — In the US, Amazon Pharmacy launches a new Medicare weight loss drug program priced at $50 per month that will include Novo Nordisk and Eli Lilly medications.
Yahoo Finance 2026-08-13
CVS Health Enhances Its Direct-to-Consumer Weight Management Offerings To Improve Access, Affordability, Care and Support for GLP-1 Medications
Yahoo Finance 2026-08-13
Can Novo Nordisk's GLP-1 Pill Momentum Offset LLY's Growing Edge?
Yahoo Finance 2026-08-13
LLY's Foundayo Posts $98M in Q2 Sales: What's Next for the Oral GLP-1? — Lilly's Foundayo records $98M in Q2 sales, while rising prescriptions, broader access and global expansion set the stage for H2 growth
Yahoo Finance 2026-08-13
OPKO Health Expands Strategic Relationship with HealthCare Royalty Through $125 Million Notes Issuance Secured by Mazdutide Royalty Interests — (NASDAQ: OPK) today announced the expansion of its financing relationship with HealthCare Royalty, a business of KKR (HCRx), through the issuance of an additional $125 million aggregate principal amount of senior secured notes.
24/7 Wall St. 2026-08-13
Wave Life Sciences: A $1 Billion RNA-Medicine Bargain Ripe for Pharma Takeover — 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 Motley Fool 2026-08-13
Eli Lilly (LLY) Q2 2026 Earnings Call Transcript — Revenue surged 48% on Mounjaro and Zepbound demand, with full-year guidance raised.
Novo Nordisk CEO Concedes Eli Lilly’s Market-Share Gains as Stock Slumps 2026-08-13
Novo Nordisk CEO Concedes Eli Lilly’s Market-Share Gains as Stock Slumps
Yahoo Finance 2026-08-14
Jim Cramer Reevaluates Novo Nordisk (NVO) as Wegovy Pill Adoption Accelerates
Yahoo Finance 2026-08-14
Nektar Q2 Earnings Beat Estimates, Revenues Lag, Pipeline in Focus
The Motley Fool 2026-08-14
Eli Lilly Just Scored Europe's First Weight Loss Pill Approval -- and the Growth Story Keeps Getting Bigger
Yahoo Finance 2026-08-14
Eli Lilly Stock Nears Buy Point After Earnings-Fueled Gains
Yahoo Finance 2026-08-14
5 Revealing Analyst Questions From Eli Lilly’s Q2 Earnings Call
Yahoo Finance 2026-08-15
Novo Nordisk (CPSE:NOVO B) Could Be 65% Undervalued Following Its Interim Dividend — Recent earnings, fresh competition in GLP-1 obesity treatments and the confirmed interim dividend have all come against a weaker tape for Novo Nordisk, with the share price down 10.8% over the past month and the 1 year total shareholder return declining 5.3%.
Yahoo Finance 2026-08-15
Eli Lilly’s Weight-Loss Pill Just Got Its First Foothold in Europe — Shares of LLY increased more than 2% in response to the announcement, a modest but insightful reaction for a company whose […]
Yahoo Finance 2026-08-15
Can Veeva Systems Inc. (VEEV)’s AI Platform Keep Pace With Eli Lilly and Company (LLY)’s Explosive Growth
Yahoo Finance 2026-08-16
Eli Lilly’s (LLY) Growth Story Keeps Adding Chapters — On August 5, Eli Lilly (NYSE:LLY) told investors its second quarter delivered 48% revenue growth, and the days since have brought even more good news.
Yahoo Finance 2026-08-17
LLY Up Around 6% Post Robust Q2 Results: Buy, Sell or Hold the Stock?
Yahoo Finance 2026-08-17
Eli Lilly and Company (LLY)’s Weight-Loss Pill Just Won Its First Race in Europe. Novo Nordisk A/S (NVO) Still Has a Head Start
Yahoo Finance 2026-08-17
Leal Therapeutics Announces $30 Million Series A Extension and Initiation of Phase 1b/2a Clinical Trial of LTX-001 in Schizophrenia — (Leal), a clinical-stage biopharmaceutical company developing first-in-class neuro-metabolic therapeutics, today announced a second close of $30 million of its Series A financing.
Yahoo Finance 2026-08-17
Novo Nordisk A/S - share repurchase programme — This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
Sandoz targets industry patent void with $322m Henlius deal 2026-08-17
Sandoz targets industry patent void with $322m Henlius deal
Yahoo Finance 2026-08-17
Novo Nordisk AS's Dividend Analysis — Novo Nordisk AS (NYSE:NVO) recently announced a total dividend of $0.58 per share, with the ex-dividend date set for 2026-08-17. This payment includes a $0.58 per share cash dividend payable on 2026-08-25.
Yahoo Finance 2026-08-17
OmniAb Announces Global Collaboration and License Agreement for Ion Channel Program with Eli Lilly & Company
Yahoo Finance 2026-08-18
Why Eli Lilly (LLY) Stock Is Up Today — Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) jumped 3% in the afternoon session after the company announced two deals, acquiring rights to a preclinical Alzheimer's drug and entering a collaboration for an ion channel program.
Yahoo Finance 2026-08-18
Eli Lilly (LLY) Adds Neuroscience And Lung Cancer Research Deals
Yahoo Finance 2026-08-18
Eli Lilly Stock Jumps 2.6% as Investors Flee Expensive Tech
Yahoo Finance 2026-08-18
OPKO Health Secures $125 Million Financing Against Mazdutide Royalties — OPK raises $125 million against mazdutide royalties, gaining non-dilutive capital while retaining longer-term royalty upside.
Yahoo Finance 2026-08-18
Eli Lilly, Stock Of The Day, Is Erasing Novo's Early Lead In Weight-Loss Pills
Yahoo Finance 2026-08-18
Hims & Hers CEO pushes back against FTC suit, says "we are active disruptors"
Leal Therapeutics raises $30m to fund schizophrenia and ALS trials 2026-08-18
Leal Therapeutics raises $30m to fund schizophrenia and ALS trials
Yahoo Finance 2026-08-18
AlzeCure Receives a USD 10 Million Upfront Payment and Completes Initial Transaction with Lilly
Yahoo Finance 2026-08-19
Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?
The Motley Fool 2026-08-19
Could Eli Lilly Be Worth More Than SpaceX by the End of 2026? — These two stocks both have market caps of more than $1 trillion, but Eli Lilly's valuation is supported by strong financials.
Eli Lilly Price Forecast: The Next Big Stock After Weight-Loss Drug Breakthrough? 2026-08-19
Eli Lilly Price Forecast: The Next Big Stock After Weight-Loss Drug Breakthrough?
Yahoo Finance 2026-08-19
Amplitude Therapeutics and Lilly Enter Strategic Collaboration to Develop Trans-Amplifying RNA Vaccines for Infectious Diseases
Yahoo Finance 2026-08-19
Novo Nordisk (CPSE:NOVO B) Stock Still Looks Undervalued After Dutch Court Win — The share price has declined 49.9% over the past three years, which suggests many investors have already reset their expectations for the stock.
Yahoo Finance 2026-08-19
How Does LLY's Q2 GLP-1 Portfolio Performance Stack Up Against NVO's?
Yahoo Finance 2026-08-19
Altimmune's Phase III MASH Study Puts 2029 Data in Investor Focus
24/7 Wall St. 2026-08-19
Stock Forecast: The Market is Sleeping on Eli Lilly’s Next $1 Trillion Opportunity — Eli Lilly just became the first pharmaceutical company ever valued above $1 trillion, yet analysts who dig into its pipeline are arguing the market still has not grasped what the next two years could look like for shareholders.
Yahoo Finance 2026-08-19
Eli Lilly, Novo Nordisk Battle It Out In Weight-Loss Pills Market — The weight-loss pills battle between Eli Lilly and Novo Nordisk could add to the projected $200 billion market for obesity drugs.
Yahoo Finance 2026-08-19
The Precision Peptide Company Inc. Announces Development of Needle-Free Tirzepatide Transdermal Patch — Vancouver, British Columbia--(Newsfile Corp. - August 19, 2026) - The Precision Peptide Company (CSE: BPC) (OTCQB: PNGAF) (the "Company" or "BPC"), a publicly traded wellness company focused on advanced peptide formulations and delivery systems, today announces that the Company is developing a tirzepatide-based transdermal patch delivery system in the United States as an a…
Stocktwits 2026-08-19
Novo Nordisk Begins New Study Testing Smaller Doses Of Blockbuster Wegovy – A Look At Some Key Highlights
Yahoo Finance 2026-08-19
UnitedHealth Group (UNH) vs. Eli Lilly and Company (LLY): Which Healthcare Stock Offers the Better Dividend? — Its quarterly dividend now stands at $2.32 per […]
The Motley Fool 2026-08-20
There’s a Black Market for Eli Lilly’s Unapproved GLP-1 Drug. Here’s Why That’s Bullish
Yahoo Finance 2026-08-20
Eli Lilly Slips After Crossing $1.1 Trillion
Yahoo Finance 2026-08-20
Is Eli Lilly (LLY) Undervalued On UK Foundayo Approval? — The Foundayo approval arrives during a strong run for Eli Lilly’s stock, with a 30 day share price return of 11.63% and a year to date share price return of 18.51%. Over the longer term, total shareholder returns of 82.64% over one year and 136.19% over three years...
Yahoo Finance 2026-08-20
Can Awiqli Help Novo Nordisk Build a New Growth Engine Beyond GLP-1s?
Stocktwits 2026-08-21
SRRK Stock Gains After Company Drops Troubled Novo Nordisk-Owned Plant From FDA Filing
Yahoo Finance 2026-08-21
Eli Lilly Jumps as Weight-Loss Leadership Drives Another Breakout
Yahoo Finance 2026-08-21
Bristol-Myers Squibb (BMY) Bets $2.3 Billion on Texas While Eli Lilly (LLY) Wins in the UK — On August 10, the company said it will spend about $2.3 billion on a new plant in Houston, part of a larger $40 billion U.S. investment pledge.
Yahoo Finance 2026-08-21
Scholar Rock Provides Update on Global Apitegromab Regulatory Progress Across U.S., Europe, and Japan
Yahoo Finance 2026-08-21
Apple paid $17bn in taxes to Ireland after court ruling on back levies — Apple paid Ireland $17bn in taxes last year, representing 40 per cent of its worldwide total, according to filings that offer new insight into...
Yahoo Finance 2026-08-21
Eli Lilly Is In A Race with Novo Nordisk But Its Stock Is The Clear Winner — Its Mounjaro drug sales surged 91% in the second quarter.
Shareholder pressures Capricor; Lilly dives deeper into vaccines 2026-08-21
Shareholder pressures Capricor; Lilly dives deeper into vaccines
Yahoo Finance 2026-08-21
Hims & Hers Health (HIMS) & Novo Nordisk A/S (NVO): Two Weight-Loss Pill Players Just Got Punished for Growing Fast — (NYSE:HIMS) shares fell over 2% on Tuesday even after the telehealth company posted second-quarter revenue of $753.2 million, up 38% and above the $699 million analysts expected. Novo Nordisk A/S (NYSE:NVO) suffered a similar fate a week earlier, with shares dropping about 6% […]
Yahoo Finance 2026-08-22
Will Eli Lilly’s Global Vault CRM Deal and Leadership Shift Change Veeva Systems’ (VEEV) Narrative?
Yahoo Finance 2026-08-22
Eli Lilly (LLY) Is Up 6.4% After UK Clears Foundayo and GLP‑1 Portfolio Advances - What's Changed
24/7 Wall St. 2026-08-23
Prediction: Eli Lilly Could Be One of the Biggest Winners of the Next Decade. Here’s Why.
Yahoo Finance 2026-08-24
Novo Resources Releases Updated Corporate Presentation
Yahoo Finance 2026-08-24
Eli Lilly Slips as Its $1.1 Trillion Valuation Cools
Yahoo Finance 2026-08-24
Eli Lilly (LLY) Is Suing Six Companies Over an Unapproved Drug—Leaving Novo Nordisk (NVO) Clear in the GLP-1 Wars
Yahoo Finance 2026-08-24
Novo Nordisk (CPSE:NOVO B) Reaches LX9851 Obesity Drug Milestone
Trefis 2026-08-24
Can Eli Lilly Keep The Margin You Are Now Paying For?
Yahoo Finance 2026-08-24
Novo Nordisk A/S - share repurchase programme — This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
InvestorsHub 2026-08-24
Roche and Eli Lilly Win FDA Clearance for Alzheimer’s Blood Test
Proactive Investors 2026-08-24
Lilly's GLP-1 pill hits UK pharmacies as US battle with Novo intensifies
Yahoo Finance 2026-08-24
Lexicon Pharmaceuticals Earns Third $10 Million Milestone Payment from Novo Nordisk Following Achievement of Key Phase 1 Development Milestone for LX9851 — LX9851 is a first-in-class, oral non-incretin candidate being developed by Novo Nordisk for the treatment of obesity and associated metabolic disorders Lexicon is eligible to receive up to $1 billion in total upfront and milestone payments from the collaboration, plus royalties on net sales THE WOODLANDS, Texas, Aug.
InvestorsHub 2026-08-24
Eli Lilly Launches Foundayo Weight-Loss Pill in UK
Roche commits to lean-mass preservation with Hanmi obesity deal 2026-08-24
Roche commits to lean-mass preservation with Hanmi obesity deal — For $190 million up front and as much as $2.3 billion overall, the Swiss drugmaker is building its portfolio with a shot that aims to spur weight loss but spare muscle tissue.
3 potential blockbusters beyond obesity to watch 2026-08-24
3 potential blockbusters beyond obesity to watch
Proactive Investors 2026-08-24
Eli Lilly launches oral weight-loss pill in UK pharmacies
Yahoo Finance 2026-08-24
Rznomics Joins Lilly Gateway Labs in San Diego to Accelerate RNA Therapeutics
Yahoo Finance 2026-08-24
Is the Weight-Loss Drug Market Really a Winner-Take-All Fight Between Novo Nordisk (NVO) and Eli Lilly (LLY)?
Related: GLP-1 and obesity drug coverage expansion 2026-08-25
Spillover from a related thesis (semantic)
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Spillover from a related thesis (semantic)
Related: GLP-1 and obesity drug coverage expansion 2026-08-25
Spillover from a related thesis (shares holding)
Related: Healthcare rotation as AI selloff hedge 2026-08-25
Spillover from a related thesis (shares holding)
Related: AbbVie large-cap pharma M&A pipeline build 2026-08-25
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Proactive Investors 2026-08-25
Novo Resources maps a discovery-led path through strong gold and copper markets — The London Metal Exchange’s official copper cash price stood at about US$14,168 a tonne on 24 August, after the International Energy Agency said prices reached record highs earlier in...
24/7 Wall St. 2026-08-25
Eli Lilly vs Novo Nordisk: One Winner in The Weight-Loss Drug Gold Rush
The Motley Fool 2026-08-25
2 Stocks That Could Capitalize on the GLP-1 Boom
Yahoo Finance 2026-08-25
Lilly Gains as Foundayo Crosses the Atlantic Without a Needle
Yahoo Finance 2026-08-25
NBIX vs. TEVA: Which Drugmaker Is the Better Investment?
Yahoo Finance 2026-08-26
BioArctic: Interim Report for the period April - June 2026
The Motley Fool 2026-08-26
Is It Too Late to Buy Eli Lilly? Billionaire Ken Griffin Doesn't Think So. He Nearly Quadrupled His Stake in the Pharma Stock in Q2.
Stocktwits 2026-08-26
LLY Stock In Spotlight After Study Shows Zepbound Use Linked To Up To 38% Lower Healthcare Costs In Adults Above 55 Years
Yahoo Finance 2026-08-26
Eli Lilly (LLY) Adds Alzheimer’s Research Deal As Obesity Cost Data Builds
Yahoo Finance 2026-08-26
NVO vs. GPCR: Which Obesity Stock Is the Better Buy Right Now?
Yahoo Finance 2026-08-26
Zepbound linked to lower healthcare costs in adults over age 55 with obesity according to a real-world study
Yahoo Finance 2026-08-26
Eli Lilly Clears Big Hurdle in Alzheimer's Fight
Veeva Systems Q2 Earnings Call Highlights 2026-08-26
Veeva Systems Q2 Earnings Call Highlights — Veeva Systems (NYSE:VEEV) reported fiscal 2027 second-quarter revenue of $928 million and non-GAAP operating income of $416 million, with Chief Executive Officer Peter Gassner saying results exceeded the company’s guidance.
Yahoo Finance 2026-08-27
Veeva Systems Inc (VEEV) (Q2 2027) Earnings Call Highlights: Record CRM Quarter and AI Momentum ... — Veeva Systems Inc (VEEV) reports $928 million in revenue and best-ever CRM performance, with Veeva Falcon AI gaining traction.
Yahoo Finance 2026-08-27
European Equities Traded in the US as American Depositary Receipts Track Lower in Thursday Trading
Yahoo Finance 2026-08-27
FDA Nods Lilly-Roche's Alzheimer's Blood Test: Healthcare ETFs to Track Now
Yahoo Finance 2026-08-27
Deutsche Bank cuts Novo Nordisk to Sell after earnings, shares dip — Investing.com -- Deutsche Bank downgraded Novo Nordisk (NYSE:NVO) (CSE:NOVOb) to Sell from Hold and cut its price target by 9% to 265 Danish crowns from 290 crowns, flagging persisting concerns over the company’s growth trajectory. The stock fell more than 3% in Copenhagen trading Thursday.
Proactive Investors 2026-08-27
GLP-1 maker hit with 'sell' rating as 2027 revenue cliff fears mount — The shares dropped 2.52% to DKK 297.25 as the broker adjusted its rating to 'sell', moving down from a previous 'hold' view...
Yahoo Finance 2026-08-27
Eli Lilly Finds Bigger Weight-Loss Drug Opportunity
Stocktwits 2026-08-27
Novo’s 2027 Growth Rebound Faces Fresh Doubts From Deutsche Bank – Even As China Wegovy Milestone Offers Retail Hope
Yahoo Finance 2026-08-27
Novo Nordisk Could Be 54% Undervalued On Obesity Drug Setbacks — At a share price of US$47.19, Novo Nordisk has seen short term pressure build, with the share price return down 3.0% over the last day and about 5.0% over the past month. The year to date share price return is down 9.9% and the 1 year total shareholder return is down 13.5%, indicating...
Yahoo Finance 2026-08-27
Novo Nordisk Stock Is Downgraded to Sell, and GLP-1s Aren’t the Reason
Yahoo Finance 2026-08-27
Novo Nordisk (NVO) Stock May Be Cheap As GLP 1 Legal Risks Shift — Novo Nordisk stock has given investors a difficult few years, with the share price down about 47.0% over the past three years, yet the broader valuation checks currently lean cheap rather than expensive. The roughly 47.0% share price decline over three years suggests sentiment has cooled sharply compared with earlier enthusiasm.
Pharma’s new CEOs to watch 2026-08-27
Pharma’s new CEOs to watch
Yahoo Finance 2026-08-27
Novo Sends Oral Wegovy Into China's GLP-1 Race Behind Lilly
Yahoo Finance 2026-08-28
Accenture Stock And 2 Dividend Compounders for Passive Income — This article looks at three stocks from the Dividend Powerhouses screener that currently offer 5%+ yields with covered, growing, and stable payouts.
Yahoo Finance 2026-08-28
Mounjaro Just Opened a Much Bigger Door
Stocktwits 2026-08-28
Mounjaro Vs Trulicity: Eli Lilly’s New FDA Win Puts Its Blockbuster Weight-Loss Drug In Focus — Mounjaro produced an 8% lower rate of cardiovascular death, heart attack or stroke than Lilly’s diabetes drug Trulicity.
Yahoo Finance 2026-08-28
FDA approves Lilly's Mounjaro (tirzepatide) to reduce cardiovascular risk in adults with type 2 diabetes
Yahoo Finance 2026-08-28
Is OmniAb (OABI)’s Eli Lilly (LLY) Partnership a Game Changer for OABI? — Leveraging OmniAb’s specialized antibody discovery platform, the deal grants Lilly exclusive global rights to commercialize resulting candidates in exchange for an upfront payment, up to $370 million in […]
24/7 Wall St. 2026-08-28
GLP-1 Coverage Fell From 72% to 60%. Is Eli Lilly’s Weight-Loss Boom Hitting an Insurance Wall? — Employer insurance coverage for GLP-1 weight-loss drugs is shrinking, yet Eli Lilly just posted a 47% revenue surge.
Yahoo Finance 2026-08-28
Novo's Wegovy Pill Enters China Behind Lilly
Eli Lilly's diabetes drug Mounjaro gets approval for a new use 2026-08-28
Eli Lilly's diabetes drug Mounjaro gets approval for a new use
Yahoo Finance 2026-08-28
Eli Lilly Stock Gets a Fresh Catalyst as FDA Clears Mounjaro for Heart Risk
Yahoo Finance 2026-08-28
Lilly's $9.94 Billion Mounjaro Franchise Wins a Heart-Risk Label
Yahoo Finance 2026-08-28
Eli Lilly Scores Major FDA Win for Weight Loss Drug
Is Eli Lilly Stock Outperforming the Dow? 2026-08-28
Is Eli Lilly Stock Outperforming the Dow?
The Motley Fool 2026-08-29
AbbVie vs. Eli Lilly and: Which Healthcare Stock Is a Better Buy in 2026? — Eli Lilly's metabolic therapies drove 45% revenue growth, but its valuation premium demands scrutiny against AbbVie's defensive dividend appeal.
The Motley Fool 2026-08-30
3 Things That Matter Most for Eli Lilly Now
Yahoo Finance 2026-08-30
Why Is Eli Lilly (LLY) Getting A Bigger Role For Mounjaro?
The Motley Fool 2026-08-30
Should Eli Lilly Investors Be Worried About a Threat From Amylyx?
Yahoo Finance 2026-08-31
Eli Lilly's Next $2.9 Billion Bet Is Not About Obesity
Proactive Investors 2026-08-31
Eli Lilly to buy Merida Biosciences for up to $2.88B, expanding immunology pipeline — Eli Lilly and Co (NYSE:LLY) said on Monday it will acquire privately held Merida Biosciences for up to $2.88 billion in cash, part of a deal-making push to broaden its treatments for immune-related and allergic diseases.
Yahoo Finance 2026-08-31
Eli Lilly Strikes $2.88 Billion Deal to Buy Merida Biosciences — Eli Lilly (LLY) has agreed to acquire Merida Biosciences for up to $2.875 billion in cash, as it see
Yahoo Finance 2026-08-31
LLY's Mounjaro Gets FDA Nod to Cut Cardiovascular Risk in Diabetes
Yahoo Finance 2026-08-31
Can CagriSema Help Novo Nordisk Close the Gap With LLY in Obesity?
Yahoo Finance 2026-08-31
Lilly Is Bigger Than Ever. Why Its Latest $2.9 Billion Immunology Deal Makes Sense.
Quartz 2026-08-31
Eli Lilly buying Merida Biosciences for up to $2.875 billion
Yahoo Finance 2026-08-31
Sector Update: Healthcare Stocks Decline Late Afternoon — Healthcare stocks were lower late Monday afternoon, with the NYSE Healthcare Index decreasing 0.5% a
Stocktwits 2026-08-31
Eli Lilly CEO Says $25B Deal Spree Is About Building Growth Beyond Obesity Into 2030s — ‘Not All These Bets Will Pay Off’
Yahoo Finance 2026-08-31
Eli Lilly (LLY) Stock May Be 30% Undervalued Despite Fresh FDA Approval — Eli Lilly has returned 373.6% over five years, which puts a lot of optimism into the share price and raises the bar for what counts as good value today.
Stocktwits 2026-08-31
Eli Lilly Strikes $2.9B Deal For Its 13th Acquisition This Year – As Fresh Zepbound Data Impresses
WSJ 2026-08-31
Eli Lilly to Buy Merida Biosciences for Up to $2.875 Billion — Eli Lilly has agreed to pay up to $2.875 billion in cash for biotechnology company Merida Biosciences in a deal that bolsters the drugmaker’s immunology portfolio.
Lilly adds to immune drug pipeline with $2.9B Merida buyout 2026-08-31
Lilly adds to immune drug pipeline with $2.9B Merida buyout
Yahoo Finance 2026-08-31
Novo Nordisk A/S - share repurchase programme — This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
Yahoo Finance 2026-08-31
Eli Lilly (LLY) Makes a $2.88 Billion Autoimmune Bet. What Could Go Right or Wrong? — Eli Lilly and Company (NYSE:LLY) has agreed to acquire privately held Merida Biosciences for up to $2.875 billion in cash, including an upfront payment and milestone-based payments.
A $2.88 Billion Reason Why Eli Lilly Stock Is in Focus Today 2026-08-31
A $2.88 Billion Reason Why Eli Lilly Stock Is in Focus Today — Eli Lilly announced a $2.88 billion acquisition of Merida Biosciences.
Yahoo Finance 2026-08-31
New Phase 3b data on Lilly's Taltz (ixekizumab) and Zepbound (tirzepatide) used together showed improved and durable efficacy at one year in adults with psoriatic disease and obesity
Yahoo Finance 2026-09-01
Lilly's $2.88 Billion Immunology Deal Starts in Phase 1
24/7 Wall St. 2026-09-01
Insurers Are Pulling Back From GLP-1 Drugs. The FDA Just Handed Eli Lilly Its Best Weapon Yet
Yahoo Finance 2026-09-01
Lilly to participate in Morgan Stanley 24th Annual Global Healthcare Conference
24/7 Wall St. 2026-09-01
Jim Cramer: This Little-Talked-About Drug Could Target the “Biggest Market of All Time” Aside From Eli Lilly’s GLP-1 Drugs
The Motley Fool 2026-09-01
This New Zepbound Study Could Be Great News for Eli Lilly Investors
Yahoo Finance 2026-09-01
Novo Nordisk (CPSE:NOVO B), What Is Behind The Fresh Attention? — The stock has been under pressure despite Novo Nordisk’s obesity pipeline progress, with a 30 day share price return of 4.16%, a year to date share price return decline of 11.05%, and a 1 year total shareholder return down 14.14%.
Yahoo Finance 2026-09-01
Novo Nordisk Trades Nearly 58% Below GF Value as Wegovy Pill Launches in Germany
Yahoo Finance 2026-09-01
A leadership gap looms in Nordic and Benelux boardrooms
Stocktwits 2026-09-01
SLS, IBRX Stocks Post August Gains: Eli Lilly’s Latest $2.9B Deal Has Retail Traders Bracing For An ‘M&A Rampage’
Stocktwits 2026-09-02
HIMS Stock Kicks Off September In The Red: FDA’s GLP-1 Alert Steals The Spotlight From Australia Expansion — The FDA reported more than 1,700 adverse events involving compounded Semaglutide and Tirzepatide
The Motley Fool 2026-09-02
Eli Lilly Just Announced a Major Acquisition. Here's What It Means.
Yahoo Finance 2026-09-02
HIMS Raises 2026 Revenue Outlook as Q2 Sales Rise 38.2% Despite Loss — HIMS raised its 2026 revenue outlook after Q2 sales jumped 38.2%, but margin contraction and an $86.3 million net loss highlighted growth costs.
24/7 Wall St. 2026-09-02
Lilly’s Record Stock Price Is Hiding an Even Bigger Opportunity
Peptide innovator says the drug class is due for a rethink 2026-09-02
Peptide innovator says the drug class is due for a rethink
Yahoo Finance 2026-09-02
Trump Expands Drug Pricing Deals With 9 Pharma Companies, Bringing Total to 26 — RFK Jr. Details 'Very, Very Emotional' Conversations With President
Yahoo Finance 2026-09-03
Wegovy’s German Debut Opens a New Front for Novo Nordisk (NVO)
Yahoo Finance 2026-09-03
Nxera Pharma to Receive $8.6 Million Milestone Payment from Centessa Pharmaceuticals Following Late-stage Development Progress — This milestone triggers a payment of US$8.6 million to Nxera pursuant to its research collaboration with Centessa.
Yahoo Finance 2026-09-03
Lilly's African Mounjaro Push Starts at 1.25% of Quarterly Sales
The Motley Fool 2026-09-03
Great News for Eli Lilly Stock Investors
Yahoo Finance 2026-09-03
What Does Eli Lilly (LLY) Gain From Its $2.88 Billion Immunology Deal? — Eli Lilly (NYSE: LLY) agreed to acquire Merida Biosciences in a deal valued at up to US$2.88b to expand its immunology pipeline.
Yahoo Finance 2026-09-04
12 Top Press Releases from August
Yahoo Finance 2026-09-04
Lilly (LLY) Down 2.7% Since Last Earnings Report: Can It Rebound?
Yahoo Finance 2026-09-04
European Equities Traded in the US as American Depositary Receipts Marginally Higher in Friday Trading
Superluminal Medicines secures $60m to advance rare obesity therapy 2026-09-04
Superluminal Medicines secures $60m to advance rare obesity therapy
This week in charts: China deals, stock flatlines and Lilly’s M&A spree 2026-09-04
This week in charts: China deals, stock flatlines and Lilly’s M&A spree
Yahoo Finance 2026-09-04
Novo Nordisk (CPSE:NOVO B) Stock Looks Below Fair Value But Faces Earnings Doubts — The share price has declined 51.9% over the past three years, which puts a clear spotlight on whether the current level already reflects the main concerns around...
Yahoo Finance 2026-09-04
Novo Nordisk Falls 2% as Wegovy Opens a German Front
TheStreet 2026-09-04
Lilly looks beyond obesity with $2.88B autoimmune buyout
Yahoo Finance 2026-09-05
Lilly Launches Foundayo in the UK as NICE Review Continues
Yahoo Finance 2026-09-05
Could Roche and Lilly’s Blood Test Make Alzheimer’s Assessment More Accessible?
The Motley Fool 2026-09-05
Prediction: Here's What a $5,000 Investment in Eli Lilly Could Look Like in 5 Years — Eli Lilly's total return topped 367% over the past five years, largely thanks to enthusiasm for its GLP-1 offerings.
Yahoo Finance 2026-09-06
Eli Lilly’s $100B incretin opportunity: Is more upside coming?
Yahoo Finance 2026-09-07
Novo Nordisk STEP Young phase 3 data: 40.4% of children living with obesity achieved a BMI below the obesity threshold with semaglutide and lifestyle modification — Data highlights The STEP Young phase 3 trial met its primary endpoint, demonstrating greater body mass index (BMI) reduction in children aged 6 to under 12 treated with once-weekly subcutaneous semaglutide compared with placeboBoth groups received lifestyle modification throughout the trial, including reduced-cal…
Yahoo Finance 2026-09-07
Novo Nordisk A/S - share repurchase programme — This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
The Motley Fool 2026-09-07
Eli Lilly Has Been on an Acquisition Spree. How Much Could Its Latest Deals Boost the Stock?
Yahoo Finance 2026-09-07
Wegovy’s Latest Trial Gives Novo Nordisk (NVO) Another Potential Growth Catalyst — Novo Nordisk A/S (NYSE:NVO) has delivered encouraging late-stage data for Wegovy in younger children, with its STEP Young trial showing that 40.4% of children aged 6 to under 12 were no longer classified as having obesity after 68 weeks of semaglutide treatment, compared with none in the placebo group.
Yahoo Finance 2026-09-07
Novo is Down Nearly 2% as a 40.4% Childhood Win Meets Two Trial Cancellations
Eli Lilly vs. Novo Nordisk: One Has 39% Upside. I'm Picking the Other. 2026-09-07
Eli Lilly vs. Novo Nordisk: One Has 39% Upside. I'm Picking the Other. — Eli Lilly is worth 5.5x Novo Nordisk but earns nowhere near 5.5x more. Here's how the obesity pill war, a 13x vs. 32x valuation gap, and the dividend stack up, and which one I'd buy.
Yahoo Finance 2026-09-08
Could Mounjaro’s New Heart Benefit Unlock the Next Growth Phase for Lilly?
Yahoo Finance 2026-09-08
Why CEO of Wegovy maker Novo Nordisk isn't sold yet on the peptide craze
Yahoo Finance 2026-09-08
AlzeCure Pharma to Present at Aktiedagen in Stockholm on September 15
Yahoo Finance 2026-09-08
Commercial Assessment of the Diabetic Nephropathy Market 2026-2036 Featuring Boehringer Ingelheim, Eli Lilly, Bayer, AstraZeneca, UCB Biopharma, Serodus, and Palatin — The diabetic nephropathy and diabetes kidney disease (DKD) market reached approximately USD 8.80 billion in 2025 across the seven major markets (7MM): the Unit
Yahoo Finance 2026-09-08
How Novartis And Ionis' High-Profile Failure Reverberated Through Biopharma
Yahoo Finance 2026-09-08
Novo Nordisk's Semaglutide Meets Goal in Pediatric Obesity Study — NVO's semaglutide cuts BMI in children with obesity in phase III study, with 40.4% no longer classified as having obesity after 68 weeks.
Yahoo Finance 2026-09-08
Moonwalk Biosciences Announces $70 Million Series B Financing to Advance Adipose-Targeted RNAi Therapies for Obesity and Cardiometabolic Diseases — SOUTH SAN FRANCISCO & SAN DIEGO, September 08, 2026--Moonwalk Biosciences Announces $70 Million Series B Financing to Advance Adipose-Targeted RNAi Therapies for Obesity and Cardiometabolic Diseases
Yahoo Finance 2026-09-08
4BIO Capital leads oversubscribed $33 Million Seed Financing of Cloverleaf Bio, Advancing Novel RNA-Based Cancer Therapeutics
Yahoo Finance 2026-09-08
Cloverleaf Bio Raises $33 Million Seed Financing to Advance Novel RNA-Based Cancer Therapeutics — Cloverleaf Bio Raises $33 Million Seed Financing to Advance Novel RNA-Based Cancer Therapeutics Oversubscribed round led by 4BIO Capital includes strategic investment from AbbVie Ventures, Lilly, and Boehringer Ingelheim Venture Fund, reflecting depth of industry interest in this novel RNA therapeutics platformFinancing will support proof of concept in hepatocellular carcinoma a…
Why the CNS boom owes its success to breakthroughs in neurological pathologies 2026-09-08
Why the CNS boom owes its success to breakthroughs in neurological pathologies
Yahoo Finance 2026-09-08
GLP1 Drugs Work for Kids, Says Novo Nordisk. They Could Be Another Huge Market.
24/7 Wall St. 2026-09-08
Amgen Falls 10% as Novartis Trial Failure Clouds a Cholesterol Drug Class; NVS Stock Drops 14%
Kura spins diabetes work into a Lilly-backed biotech startup 2026-09-09
Kura spins diabetes work into a Lilly-backed biotech startup
Yahoo Finance 2026-09-09
Kura Oncology Launches Caspian Therapeutics with $50 Million Financing to Advance Menin Inhibition as a Potential Disease-Modifying Approach for Diabetes — – $50 million financing led by BVF Partners with participation from the T1D Fund, Invus, Montanova, Eli Lilly and Company, Kura Oncology, members of the Kura leadership team, and multiple, successful biotech entrepreneurs – – Preclinical studies with KO-7246 demonstrate selective expansion of pancreatic β cells, increased…
Yahoo Finance 2026-09-09
Can Oral Wegovy Help Novo Nordisk Capture China’s $4.46 Billion GLP-1 Opportunity?
Yahoo Finance 2026-09-10
Obesity Market Set for Explosive 27% CAGR Growth by 2036, Fueled by 7 Promising Emerging Therapies | DelveInsight — Novo Nordisk's oral WEGOVY surpassed 5 million cumulative US prescriptions within 30 weeks, while Eli Lilly's FOUNDAYO gained notable momentum among patients initiating ora
Yahoo Finance 2026-09-10
Novo Nordisk (NVO) Suffers a Larger Drop Than the General Market: Key Insights — Novo Nordisk (NVO) closed the most recent trading day at $44.01, moving 1.23% from the previous trading session.
Yahoo Finance 2026-09-10
Novo Stays Flat as Wegovy Wins China's First GLP-1 MASH Label
Yahoo Finance 2026-09-11
Novo Nordisk Stock Plunges on Morgan Stanley Downgrade Warns of Semaglutide Patent Cliff
Yahoo Finance 2026-09-11
Lilly completes acquisition of AtaiBeckley to advance therapies for treatment-resistant depression and other mental health conditions
Yahoo Finance 2026-09-11
Morgan Stanley Downgrades Novo Nordisk to Sell on Lilly Competition
Yahoo Finance 2026-09-12
Eli Lilly’s (LLY) GLP-1 Growth Made It a Core “Running Back” Stock for Jim Cramer
Yahoo Finance 2026-09-12
Novo Nordisk (NVO)’s Pediatric Obesity Opportunity Faces a Bigger Test — In the trial, 40.4% of children treated with semaglutide were no longer classified as having […]
The Motley Fool 2026-09-13
Novo Nordisk May Be Poised to Outpace Eli Lilly With This Key Catalyst
Yahoo Finance 2026-09-14
OPKO Health (OPK) Cashes In A Future Royalty Stream Early — On August 13, OPKO Health (NASDAQ:OPK) expanded its financing relationship with HealthCare Royalty, a business of KKR, issuing an additional $125 million in senior secured notes secured by the royalty stream tied to mazdutide, the GLP-1 drug OPKO licensed to Eli Lilly and now collects royalties on in China.
Yahoo Finance 2026-09-14
Ozempic-maker Novo Nordisk slims down to 'Novo'
Stocktwits 2026-09-14
NVO Stock Logs Worst Week Since February As Novo Nordisk Rebrands To ‘Novo’ Amid Another Gloomy Year — NVO has fallen about 12% in 2026 after losing more than half its value in 2025, its worst year since 1984.
No more Nordisk: Novo’s latest trim is in its name 2026-09-14
No more Nordisk: Novo’s latest trim is in its name
Yahoo Finance 2026-09-14
Novo Nordisk Expands Wegovy’s Reach with China MASH Approval
Yahoo Finance 2026-09-14
Novo Nordisk A/S - share repurchase programme — This programme is part of the overall share repurchase programme of up to DKK 15 billion to be executed during a 12-month period beginning 4 February 2026.
Quartz 2026-09-14
Novo Nordisk rebrands as Novo to compete in obesity market
InvestorsHub 2026-09-14
Novo Nordisk Adopts Novo as Everyday Operating Name and Introduces New Cultural Framework
Yahoo Finance 2026-09-14
Novo Nordisk enters next chapter to bring better health to more people, supported by ‘Novo’ rebrand and updated corporate culture
Yahoo Finance 2026-09-14
Why the Market Dipped But Eli Lilly (LLY) Gained Today — Eli Lilly (LLY) concluded the recent trading session at $1, signifying a +1.99% move from its prior day's close.
Eli Lilly Eyes Obesity Access Expansion With Zepbound, Foundayo and Pipeline Bets 2026-09-14
Eli Lilly Eyes Obesity Access Expansion With Zepbound, Foundayo and Pipeline Bets
NVO Stock Alert: What to Know as Novo Nordisk Rebrands to 'Novo' 2026-09-14
NVO Stock Alert: What to Know as Novo Nordisk Rebrands to 'Novo'
Yahoo Finance 2026-09-14
Novo Nordisk Is Dropping Some Weight. Can a Rebrand Save the Stock?
Novo Nordisk Rebrands as ‘Novo': Stock Falls as Company Aims GLP-1s at Consumers 2026-09-15
Novo Nordisk Rebrands as ‘Novo': Stock Falls as Company Aims GLP-1s at Consumers
Yahoo Finance 2026-09-15
QurCan Therapeutics Enters Strategic Research and Collaboration Agreement with Lilly to Advance Nucleic Acid Therapies for Central and Peripheral Nervous System Diseases
Yahoo Finance 2026-09-15
Novo Nordisk (CPSE:NOVO B) Rebrands As Novo In Consumer Health Push
Yahoo Finance 2026-09-15
Novo Nordisk (NVO) Unveils Global Rebrand As Novo
Yahoo Finance 2026-09-15
Why One of the Last Eli Lilly Holdouts Just Upgraded the Stock to Buy
Yahoo Finance 2026-09-15
Novo Nordisk Stock Falls After Major Rebrand
Yahoo Finance 2026-09-15
Berenberg Lifts Lilly to Buy With a $1,400 Target
Yahoo Finance 2026-09-15
Lilly’s Foundayo Quickly Gains Ground in the Oral Weight-Loss Market — Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S. patients starting oral weight-loss medicines, a notable early gain against Novo Nordisk’s Wegovy pill. Reuters reports that Wegovy initially held roughly 90% of the oral market, making Lilly’s rapid share capture an important sign […]
Yahoo Finance 2026-09-15
From Novo Nordisk to ‘Novo’: A Strategic Reset Amid Rising Lilly Pressure
Yahoo Finance 2026-09-15
Can Redwire's Microgravity Platform Expand Commercial Opportunities?
Yahoo Finance 2026-09-15
Ulta Beauty, Etsy upgraded: Wall Street's top analyst calls
InvestorsHub 2026-09-15
Eli Lilly Shares Rise 1.6% as Berenberg Upgrades Stock to Buy — Eli Lilly (NYSE:LLY) shares rose 1. 6% to $1,155.
Yahoo Finance 2026-09-15
Analyst Tweaks Eli Lilly Stock After Weight-Loss Surge
The Motley Fool 2026-09-15
3 Absurdly Cheap Growth Stocks to Buy Before the End of 2026
Yahoo Finance 2026-09-15
Thatch Raises $108M at $1B Valuation as Employers Shift Away From Traditional Health Plans — Thatch, the health benefits platform helping employers move from traditional group health plans to a consumer-directed model, today announced that it has raised $108 million in new funding at a $1 billion valuation from The General Partnership, Index Ventures, General Catalyst, and Andreessen Horowitz, with participation from ADP Ventures, Paychex, Eli Lilly and Company, Scale Ventur…
24/7 Wall St. 2026-09-15
Novo Nordisk Expands Obesity Drug to Children, But Market Hesitates on Adoption
Yahoo Finance 2026-09-15
Berenberg bullish on Eli Lilly, sees nearly 25% upside — Investing.com -- Berenberg analyst Kerry Holford upgraded Eli Lilly to buy, raising its price target to $1,400 in a note Tuesday, representing almost 25% upside, as it backs the drugmaker to extend its lead in the fast-growing obesity market.
The Motley Fool 2026-09-15
Novo Nordisk vs. Regeneron Pharmaceuticals: Which Healthcare Stock Is a Better Buy in 2026?
24/7 Wall St. 2026-09-15
There Are Plenty of Eli Lilly Bulls: Here’s What They Aren’t Telling You — Eli Lilly's bulls are pointing at a 47% revenue surge and a pipeline loaded with blockbuster candidates, but there are a few uncomfortable details quietly buried in the earnings report that change how the story reads.
Yahoo Finance 2026-09-15
Eli Lilly and Novo Nordisk have paid more than 270,000 doctors — one as much as $1M — to promote GLP-1 weight-loss drugs
24/7 Wall St. 2026-09-15
Here Are Tuesday’s Top Wall Street Analyst Research Calls: Autodesk, Eli Lilly, Etsy, Lear, Netskope, Nokia, Northrop Grumman, Rapid7, Rivian Automotive, Ulta Beauty, and More
Yahoo Finance 2026-09-15
Ascendis Pharma Regains Rights to Obesity Drug, Discloses $400 Million Share Buyback
Eli Lilly and QurCan sign genetic medicine deal 2026-09-16
Eli Lilly and QurCan sign genetic medicine deal
Yahoo Finance 2026-09-16
Novo to share real-world and clinical data including Wegovy® pill, and cardiometabolic pipeline progress with next-generation amylin treatments at EASD 2026
Yahoo Finance 2026-09-16
Billionaire Ray Dalio’s Bridgewater’s and Cathie Wood’s ARK Portfolios: 2 Stocks They Both Own
Yahoo Finance 2026-09-16
Ginkgo Datapoints Announces Partnership with TuneLab to Close the Gap between AI Models and Lab Data
Stocktwits 2026-09-16
Novo Nordisk Taps Anthropic’s Claude Science To Speed Up Drug Discovery — Here’s Everything Investors Need To Know
Yahoo Finance 2026-09-16
Novo Nordisk partners with Anthropic to turbocharge drug discovery
The Motley Fool 2026-09-16
Where Will Novo Nordisk Be in 5 Years as the GLP-1 Market Gets More Crowded?
Yahoo Finance 2026-09-16
Ascendis Has Capacity To Execute Alone After Termination of Novo Nordisk Collaboration, Wedbush Says
NVO Stock Alert: What to Know as Novo Partners With Anthropic on Drug Discovery 2026-09-16
NVO Stock Alert: What to Know as Novo Partners With Anthropic on Drug Discovery
Yahoo Finance 2026-09-16
Novo Nordisk (NVO) Registers a Bigger Fall Than the Market: Important Facts to Note — Novo Nordisk (NVO) closed the most recent trading day at $41.67, moving 2.02% from the previous trading session.
InvestorsHub 2026-09-16
Novo Nordisk Partners With Anthropic to Apply AI to Drug Discovery and Research
Yahoo Finance 2026-09-16
Eli Lilly (LLY) Stock Could Be A Bargain At This Price — Eli Lilly has turned into one of the market’s biggest healthcare stories, with the share price at US$1,136.11 and a very large 5 year gain, so the obvious question for you is whether that move is backed up by the cash the business can generate. The stock is up about 416.5% over 5 years, which puts a lot...
Yahoo Finance 2026-09-17
Why Novo Nordisk (NVO) Is Getting Attention Today — At a share price of US$41.71, Novo Nordisk has seen momentum fade, with the 7 day share price return down 6.4% and the year to date share price return down 20.39%. The 1 year total shareholder return has declined 25.89%, pointing to a reassessment of both its growth potential and perceived risk.
Yahoo Finance 2026-09-17
Eli Lilly (LLY) Gets a Big Price Target Boost, Analysts See 20% Upside — 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.
Yahoo Finance 2026-09-17
Novo Nordisk (NVO) and Eli Lilly (LLY)’s Weight-Loss Drugs Still Work at Smaller Doses, Study Finds — Patients on Eli Lilly and Company (NYSE:LLY)’s low-dose tirzepatide lost an average of 5.5% of their […]
Yahoo Finance 2026-09-17
Novo Expands AI Push With Anthropic Deal to Accelerate Drug Discovery
Yahoo Finance 2026-09-17
Paroxysmal Nocturnal Hemoglobinuria Market Forecast Upto 2036: 5 Emerging Therapies Poised to Accelerate Market Growth | DelveInsight
Yahoo Finance 2026-09-17
Novo Falls 5% in a Week: How Should Investors Approach the Stock Now? — NVO's 5% drop in a week reflects intensifying GLP-1 competition and semaglutide risks, but its broad pipeline offers potential long-term growth.
Yahoo Finance 2026-09-17
Novo Nordisk Signs Up To $1.4 Billion Licensing Deal With Orbis Medicines — Danish drugmaker Novo Nordisk (NVO) and Orbis Medicines struck an up to $1.4 billion licensing deal
Yahoo Finance 2026-09-17
Is CRBP a Good Cannabis Investment After Positive Obesity Study Data?
Stocktwits 2026-09-17
TWST Stock Hits Multi-Year High, But ‘Pharma Bro’ Martin Shkreli Calls Twist A Short — Twist traded as high as $163.70 on Thursday and finished the session about 9% higher near $156.
Yahoo Finance 2026-09-17
Ascendis Pharma (ASND) Will Regain Metabolic Drug Rights. Is Greater Ownership Worth the Cost?
Yahoo Finance 2026-09-17
Novo Nordisk's hemophilia drug clears a key hurdle in Europe
Stocktwits 2026-09-17
NVO Stock Jumps 4% As European Committee Backs Novo’s Haemophilia Pen
Yahoo Finance 2026-09-17
LLY Stock Down Around 7% in a Month: Buy the Dip or Stay Cautious?
InvestorsHub 2026-09-17
Novo Nordisk Publishes Phase 3b Denecimig Results in Haemophilia A
Yahoo Finance 2026-09-17
Orbis Medicines Enters Multi-Target Drug Discovery Partnership with Novo Nordisk Worth up to USD 1.4 Billion
Yahoo Finance 2026-09-17
A Failed Cholesterol Drug Raises the Stakes for Amgen (AMGN) and Eli Lilly (LLY) Too
Yahoo Finance 2026-09-17
Novo Nordisk (NVO) Pulls the Plug on Two More Heart Drug Trials
Yahoo Finance 2026-09-17
Is Novo Nordisk (CPSE:NOVO B) A Bargain Following The FREHEMGO CHMP Green Light? — Novo Nordisk has packed several catalysts into September, yet the share price tells a different story, with a 30 day share price return of down 5.7% and a year to date share price return of down 15.4% despite today’s 2.5% one day gain to DKK279.35.
The Motley Fool 2026-09-17
Wall Street Sees a Huge Rebound for Viking Therapeutics. Here's Why Analysts Are So Optimistic.
Yahoo Finance 2026-09-17
Twist Bioscience (TWST) Is Up 14.0% After Lilly AI Drug Discovery Tie-Up Is Announced - Has The Bull Case Changed?
Yahoo Finance 2026-09-18
Novo's Denecimig Gets CHMP Nod for Hemophilia A in the European Union
Yahoo Finance 2026-09-18
Lilly’s Newest Bull Says Near 300% Rally Is Only the Beginning — Eli Lilly & Co. has surged about 300% since its first GLP-1 was approved over four years ago, propelling it past $1 trillion in market value and making it the world’s most valuable pharmaceutical company.
Yahoo Finance 2026-09-18
AlzeCure Pharma Publishes Updated Company Presentation Following the Eli Lilly and QuantumCell Agreements
Yahoo Finance 2026-09-18
What Does Eli Lilly (LLY) Gain From Its New Genetic Medicine Partnership?
Yahoo Finance 2026-09-18
1 Safe-and-Steady Stock Worth Your Attention and 2 We Question
24/7 Wall St. 2026-09-18
Can Eli Lilly’s Two-Drug Obesity Treatment Justify Its $1 Trillion Valuation?
Yahoo Finance 2026-09-18
Media Advisory - Novo Nordisk confirms stable Ozempic® supply across Canada
Yahoo Finance 2026-09-18
U.S. FDA approves Inluriyo (imlunestrant) in combination with Verzenio (abemaciclib) for adults with ER+, HER2-, ESR1-mutated advanced or metastatic breast cancer
Yahoo Finance 2026-09-18
Novo CEO Says Drugmaker Needs to “Rethink” its Obesity Strategy
Yahoo Finance 2026-09-18
4 Biotech Stocks to Watch as Potential Takeover Targets
TheStreet 2026-09-19
A drugmaker is gaining from the side effects of weight-loss drugs
Yahoo Finance 2026-09-19
Ascendis Pharma (ASND) Regains Exclusive Rights To Key TransCon Metabolic Programs
Yahoo Finance 2026-09-20
What does the EU have that the U.S. does not?
Yahoo Finance 2026-09-20
Eli Lilly (LLY) Stock Fair Value Edges Higher As Analysts Back GLP 1 Growth — Eli Lilly’s updated fair value estimate has shifted from US$1,297.31 to US$1,325.39, adding a fresh data point to an already closely watched price target range. This move sits alongside analyst price targets that often sit above US$900, with a cluster between US$1,300 and US$1,600, as research teams debate how much of the GLP-1 and obesity story is already reflected in the stock.
Yahoo Finance 2026-09-21
Novo Plunges as Investors Seek More Robust Sales Targets — Novo Nordisk shares plunged in early trading as the company pledged to launch more than five blockbuster drugs and deliver more than $23 billion in new sales in coming years.
Yahoo Finance 2026-09-21
Novo Nordisk stock gets drilled on pipeline concerns— its CEO sees this as the main problem
Yahoo Finance 2026-09-21
ALK appoints Tina Abild Olesen as Executive Vice President for Corporate, Portfolio and Product Strategy
Yahoo Finance 2026-09-21
Highlights to be presented at Novo’s Capital Markets Day 2026
Stocktwits 2026-09-21
Biotech Week Ahead: XLV Beats The Market — Here Are The Stocks, Readouts And Events To Watch Next
WSJ 2026-09-21
Wegovy Maker Novo Promises New Drugs to Boost Sales, but Investors Are Wary — Shares in the company fell roughly 8% as its CEO laid out plans for new blockbuster drugs in the next few years.
Yahoo Finance 2026-09-21
Novo Nordisk (CPSE:NOVO B) Stock Still Looks Like A Bargain Despite 52% Slide — Over the past 3 years the share price has fallen 51.9%, which puts the spotlight squarely on whether the...
Yahoo Finance 2026-09-21
Accenture Up on Partnership with Anthropic; Novo Nordisk Falls on Turnaround | Stock Movers — The company pledged to launch more than five blockbusters and deliver more than $23 billion in new sales in coming years, but investors are selling shares due to lack of concrete news. - Arhaus (ARHS) is moving after Jefferies upgraded the furniture company
Yahoo Finance 2026-09-21
Why Novo Stock Is Tumbling After Drugmaker Unveils Ambitious Growth Plan — Novo Nordisk plans to launch at least five multi-blockbuster drugs by 2030 and is targeting pipeline drug sales of $23 billion by 2035.
Yahoo Finance 2026-09-21
Why Novo Nordisk investors feel disappointed today
Yahoo Finance 2026-09-21
Lilly breaks ground in Houston, one of ten U.S. manufacturing sites announced since 2020 — As part of the company's $50 billion push to reshore medicine production to meet growing demand at home and export American-made medicines to people around the world, the $6.5 billion Houston site will manufacture Foundayo (orforglipron), Lilly's first synthetic oral GLP-1 medicine, alo
Yahoo Finance 2026-09-21
Novo Nordisk (CPSE:NOVO B) Unveiled A 2030 Blockbuster Drug Plan
Stocktwits 2026-09-21
LLY Stock Gains As CEO Says Foundayo Wins One-Third of New GLP-1 Pill Starts, Breaks Ground On $6.5B Houston Plant
The $15.6B Smart Ring Bet: Oura Takes On Wall Street With IPO 2026-09-21
The $15.6B Smart Ring Bet: Oura Takes On Wall Street With IPO — Oura Inc. is pitching its U.S. initial public offering to investors, aiming for a fully diluted value of about $15.62 billion as it sizes up demand for consumer tech deals.
Eli Lilly Starts Building Record $6.5B Houston Manufacturing Facility 2026-09-21
Eli Lilly Starts Building Record $6.5B Houston Manufacturing Facility
Yahoo Finance 2026-09-21
Oura Targets $15.6 Billion Valuation in Test of IPO Market — Smart ring maker Oura is seeking a valuation of as much as $15.6 billion in an IPO that could test investor appetite for a new wave of fall listings.
The Motley Fool 2026-09-21
Eli Lilly Stock Is On Track to Do Something It Hasn't Done Since 2016
Yahoo Finance 2026-09-21
Smart Ring Maker Oura Launches US IPO — Oura, a smart ring maker, said Monday it launched a US initial public offering of 50 million common
Yahoo Finance 2026-09-22
Novo Nordisk Partners with Anthropic to Bring AI Deeper into Drug Discovery
Yahoo Finance 2026-09-22
Twist Bioscience (TWST) Expands AI Drug Discovery Exposure With Lilly TuneLab Partnership
Yahoo Finance 2026-09-22
AlzeCure Pharma to Present at Swiss Nordic Bio 2026 in Zurich
Stocktwits 2026-09-22
VKTX, GPCR, ALT Stocks Rise: Novo Nordisk Signals Bigger M&A As It Chases Over 5 ‘Multi-Blockbusters’ — Novo targets over $23 billion in risk-adjusted pipeline sales by 2035, excluding any contribution from future acquisitions.
Yahoo Finance 2026-09-22
Novo's CagriSema Outshines Zepbound in Key Phase III Weight-Loss Study — NVO's CagriSema delivers greater weight loss than Eli Lilly's tirzepatide in T2D and 21% weight loss in obesity, strengthening its late-stage pipeline.
Eli Lilly Breaks Ground on $6.5B Generation Park Facility 2026-09-22
Eli Lilly Breaks Ground on $6.5B Generation Park Facility — A $6.5B Eli Lilly biomanufacturing facility broke ground at Houston’s Generation Park, Texas’ largest pharmaceutical investment to date.
Yahoo Finance 2026-09-22
Chronic Pain Market Poised for Growth at a CAGR of 5% During the Forecast Period (2026-2036), as Rising Patient Burden and Novel Treatment Approaches are Creating New Opportunities | DelveInsight
24/7 Wall St. 2026-09-22
His Bet On Home Depot Made Ken Langone A Billionaire. Now He Sees Eli Lilly Stock Hitting $2,000
Yahoo Finance 2026-09-22
Viking Therapeutics Skyrockets On Obesity Drug Data. Eli Lilly, Novo Fall.
Yahoo Finance 2026-09-22
Viking Therapeutics Stock Surges 30%. It Could Challenge Lilly and Novo’s Obesity Empire.
InvestorsHub 2026-09-22
Roche Obesity Drug Enicepatide Delivers 15.5% Weight Loss in Phase 2 Diabetes Trial — Roche (USOTC:RHHBY) has reported positive results from a mid-stage clinical trial of its experimental obesity treatment enicepatide, with patients who have type 2 diabetes achieving average weight loss of 15. 5% alongside improvements in blood sugar control.
Yahoo Finance 2026-09-22
Lilly Rises Higher as Viking Preserves Up to 90% Monthly
Yahoo Finance 2026-09-22
Novo Nordisk Just Made a Surprising Move Beyond Weight Loss
Yahoo Finance 2026-09-22
Should Eli Lilly (LLY) Investors Watch Its $6.5 Billion Houston GLP 1 Buildout? — Eli Lilly (NYSE: LLY) has started construction on a US$6.5b manufacturing facility in Houston to produce its oral GLP-1 drug Foundayo.
Yahoo Finance 2026-09-22
Roche's Enicepatide Shows Weight Loss, HbA1c Gains in Phase II Study
AstraZeneca and GSK warn Europe’s drug industry is ‘at risk’ 2026-09-22
AstraZeneca and GSK warn Europe’s drug industry is ‘at risk’
24/7 Wall St. 2026-09-22
Viking Soars Alone as Obesity Complex Shrugs at Strong GLP-1 Results — Viking Therapeutics surged more than 26% on fresh GLP-1 maintenance data while every major obesity peer from Eli Lilly to Novo Nordisk barely registered a pulse, raising a pointed question about whether this catalyst belongs to Viking alone or signals something bigger.
TheStreet 2026-09-22
Eli Lilly CEO reveals astonishing shift in GLP-1 pill market
Quartz 2026-09-22
Eli Lilly CEO Dave Ricks: 70% of new Medicare GLP-1 patients on Lilly drugs — CEO Dave Ricks told CNBC that 700,000 seniors have started weight loss treatments since Medicare coverage launched in July
Stocktwits 2026-09-22
VKTX Stock Spikes 38% Premarket: Viking’s VK2735 Shows Promise For Weight-Loss Maintenance
Stocktwits 2026-09-22
VKTX Stock Jumps 36% As Oppenheimer Hikes Target, Peers Call Data A Win
The Motley Fool 2026-09-22
Novo's CEO Called Ozempic's Patent Cliff the "Elephant in the Room" Yesterday. Is the Stock Still a Buy?
TheStreet 2026-09-23
Obesity titan could shake up Lilly and Novo after astonishing trial
Yahoo Finance 2026-09-23
Vault CRM Extends Market Leadershipas Another Top 20 Biopharma Chooses Veeva
InvestorsHub 2026-09-23
Novo Nordisk CEO Says Company Open to Direct NYSE Share Listing
Yahoo Finance 2026-09-23
Huge News For Novo Nordisk Fans
European big pharma unites amid ‘ringing alarm bells’ of continent’s dominance 2026-09-23
European big pharma unites amid ‘ringing alarm bells’ of continent’s dominance
Yahoo Finance 2026-09-23
Novo's CagriSema delivers superior weight loss versus tirzepatide in REIMAGINE 5 trial
Yahoo Finance 2026-09-23
Can Novo's Rare Disease Pipeline Add a New Growth Pillar Beyond GLP-1?
Yahoo Finance 2026-09-23
VKTX Stock Rises on Encouraging Weight-Loss Maintenance Results — Viking Therapeutics' shares jump 36% as VK2735 maintenance data show most weight loss is preserved with less-frequent dosing.
Lilly stopped showing its phase 1 pipeline. Is it playing R&D chess? 2026-09-23
Lilly stopped showing its phase 1 pipeline. Is it playing R&D chess?
Yahoo Finance 2026-09-23
AutoZone (AZO) Posts Strong Earnings, But Is the Stock Ready to Rebound? — The company delivered stronger-than-expected profits and the stock ended the session 3.26% higher. The company’s net sales increased 5.6% year-over-year to $6.6 billion, while operating profit rose 10.1% to $1.3 billion.
Novo Nordisk Stock Slides After Unveiling Long Term Pipeline Growth Targets 2026-09-23
Novo Nordisk Stock Slides After Unveiling Long Term Pipeline Growth Targets — Key Stats for Novo Nordisk StockPrice change for Novo Nordisk stock in last 1 year: -35%$NVO Stock Price as of Sep. 22: $3952-Week High: $64$NVO Stock Price Target: $47What Happened?
Yahoo Finance 2026-09-23
Novo Nordisk (NVO) Falls More Steeply Than Broader Market: What Investors Need to Know — Novo Nordisk (NVO) closed the most recent trading day at $38.17, moving 3.12% from the previous trading session.
Stocktwits 2026-09-23
NVO Stock On Track For Worst Week In Over 6 Months After Strategy Day — Direct US Listing Talks, Drug Approval Fail To Halt Slip — NVO stock is down 11% this week, on track for its worst week since late February if losses hold.
Yahoo Finance 2026-09-23
Novo's Oral Wegovy Just Revealed a Surprising Weight-Loss Signal — Recent weight gain was associated with a higher likelihood of losing at least 10% of body weight.
The Motley Fool 2026-09-23
Could Retatrutide Be Worth $10 Billion to Eli Lilly?
Yahoo Finance 2026-09-23
Lilly Slips as $6.5 Billion Plant Backs Oral GLP-1 Scale
Proactive Investors 2026-09-23
Novo Nordisk open to direct New York listing, CEO says
Yahoo Finance 2026-09-23
ProQR Announces Appointment of Chris Hart as Chief Data and AI Officer and Thomas Wolf to join the Board of Directors as Strategic AI Advisor
Yahoo Finance 2026-09-23
U.S. demand for Novo Nordisk’s weight loss drugs is so huge that the Danish central bank just doubled the nation’s entire growth forecast
Yahoo Finance 2026-09-23
Eli Lilly CEO Says Foundayo Wins One-Third of New Oral GLP-1 Patients as Company Captures 70% of New Seniors: 'Growing Week on Week' — On Monday, Ricks said in an interview with CNBC that 70% of the...
Yahoo Finance 2026-09-24
InnoCare Announces Strategic Research Collaboration and License Agreement with Lilly to Develop New Medicines
Yahoo Finance 2026-09-24
BigHat Biosciences Announces $75 Million Series C Financing to Advance AI-Designed Therapeutics and Leading Agentic Data Platform for Rapid Protein Design — SAN MATEO, Calif., September 24, 2026--BigHat Biosciences, a clinical-stage, AI-driven protein therapeutics platform company, today announced the completion of a $75 million Series C financing, bringing its total funding raised to date to $223 million.
Yahoo Finance 2026-09-24
ISPE Announces its 2026 ISPE Annual Meeting & Expo Keynote Speakers
Eli Lilly outlays $3.35bn for secretive drug discovery pact with China’s InnoCare 2026-09-24
Eli Lilly outlays $3.35bn for secretive drug discovery pact with China’s InnoCare
Yahoo Finance 2026-09-24
Chronic Kidney Disease Market: 5 Emerging Therapies to Watch as the Treatment Landscape Expected to Evolve by 2036 | DelveInsight
Lilly’s latest China drug deal; Immunovant’s setback in lupus 2026-09-24
Lilly’s latest China drug deal; Immunovant’s setback in lupus — Lilly wagered up to $3.35 billion in its fourth China-focused alliance since January 2025.
TheStreet 2026-09-24
Novo Nordisk's CEO delivered a warning that sank its stock by 8%
Yahoo Finance 2026-09-24
Novo Nordisk (NVO) Sets Pipeline Sales Target Above $23 Billion By 2035
The Motley Fool 2026-09-24
AbbVie vs. Eli Lilly: Which Star Pharma Stock Is a Better Buy in 2026?
Eli Lilly breaks ground on $6.5B Houston manufacturing plant 2026-09-24
Eli Lilly breaks ground on $6.5B Houston manufacturing plant
TheStreet 2026-09-24
Medicare just handed Eli Lilly a massive weight-loss win
Yahoo Finance 2026-09-24
Lilly Jumps 3.64% While a $100 Billion Obesity Race Crowds In
Quartz 2026-09-24
Eli Lilly and InnoCare sign drug discovery deal worth up to $3.35B — Lilly will pay $100 million upfront to work with the Beijing-based biotech on as many as five undisclosed drug targets
Yahoo Finance 2026-09-24
Eli Lilly (LLY) Stock Is Up, What You Need To Know — Shares of global pharmaceutical company Eli Lilly (NYSE:LLY) jumped 3.1% in the afternoon session after The U.S.
Yahoo Finance 2026-09-25
Nanexa shares rocket 114% on $1.3 billion Novo Nordisk licensing deal — Investing.com -- Shares of Nanexa surged more than 110% in early Friday trading after the Swedish drug-delivery company announced a global licensing and collaboration agreement with Novo Nordisk worth up to €1.165 billion ($1.3 billion), covering technology aimed at making obesity and diabetes treatments longer-lasting.
This week in charts: Novo’s rise and fall and AI biotechs’ big haul 2026-09-25
This week in charts: Novo’s rise and fall and AI biotechs’ big haul
Yahoo Finance 2026-09-25
Update: Nektar Wins $90 Million Jury Verdict Against Eli Lilly Over Rezpegaldesleukin Deal
Yahoo Finance 2026-09-25
Eli Lilly Did Breach Implied Covenant of Good Faith With Nektar Therapeutics, Jury Funds — (NASDAQ:NKTR) $90 million in damages, finding that Eli Lilly and Co. Nektar Therapeutics Wins $90 Million Judgment Against Eli Lilly The lawsuit, filed in August 2023, stemmed from a previous licensing agreement between the two companies for the development and commercialization of the drug rezpegaldesleukin.
Yahoo Finance 2026-09-25
LLY's Onswik Wins FDA Nod as a Once-Weekly Basal Insulin for T2D
Yahoo Finance 2026-09-25
Novo Nordisk's $1.3 Billion Deal Targets a Big Obesity-Drug Problem
Yahoo Finance 2026-09-25
Novo Pays Up to $1.3 Billion for Nanexa's Drug Delivery Tech
Yahoo Finance 2026-09-25
Nektar Therapeutics stock rises on $90M jury verdict vs Lilly — Investing.com -- Nektar Therapeutics (NASDAQ:NKTR) shares rose 3.6% in premarket trading Friday following a jury verdict awarding the company $90 million in damages in a contract dispute with Eli Lilly and Company (NYSE:LLY).
Yahoo Finance 2026-09-25
FDA approves Lilly's Olumiant (baricitinib) for pediatric patients 12 years of age and older with severe alopecia areata
Yahoo Finance 2026-09-25
Viatris sues Novo Nordisk over generic Wegovy patent dispute
Novo Nordisk Changed the World With Its GLP-1 Weight-Loss Drugs. Now It Wants to Help Cure Baldness. 2026-09-25
Novo Nordisk Changed the World With Its GLP-1 Weight-Loss Drugs. Now It Wants to Help Cure Baldness.
Quartz 2026-09-25
Novo Nordisk signs $1.3 billion deal for long-acting obesity shots
Yahoo Finance 2026-09-25
European Markets Close Mostly Higher Friday on Hopes for US-Iran Strait Deal
Yahoo Finance 2026-09-26
Eli Lilly (LLY) vs. Novo Nordisk (NVO): Has the GLP-1 Race Changed the Moat? — Since mid-2024, Novo’s stock has fallen roughly 74%, while Lilly’s has gained about 35%.
Yahoo Finance 2026-09-26
Eli Lilly (LLY) Wins Two FDA Approvals And A $3.35 Billion Drug Alliance — Eli Lilly agreed a global drug discovery alliance with InnoCare Pharma valued at up to US$3.35b in research and licensing commitments. These combined FDA approvals and the US$3.35b InnoCare alliance deserve weighing against the rest of our Eli Lilly analysis.
Yahoo Finance 2026-09-26
What Is Novo Nordisk (CPSE:NOVO B) Getting From A €1.165 Billion Licensing Deal? — Novo Nordisk (CPSE:NOVO B) agreed a €1.165b global licensing deal with Swedish drug delivery specialist Nanexa for long-acting injectables.
The Motley Fool 2026-09-26
Lilly Cut an Obesity Drug -- but the Move Shows How High Its Bar Has Become
Yahoo Finance 2026-09-26
Foundayo’s Early Growth Is Raising Lilly (LLY)’s Revenue Expectations. But Can It Outrun Pricing Pressure? — The brokerage increased its target to $1,284 from $1,273 while maintaining a Buy rating on the pharma stock.
A Jury Awarded Nektar $90 Million From Eli Lilly. Here’s Why the Stock Barely Moved 2026-09-26
A Jury Awarded Nektar $90 Million From Eli Lilly. Here’s Why the Stock Barely Moved — Key Stats for Eli Lilly StockCurrent Price: $1,183. 46Target Price (Mid): ~$2,060Street Target: ~$1,325Potential Total Return: ~74%Annualized IRR: ~14% / yearWhat Happened? Eli Lilly and Company (LLY) closed essentially flat at $1,183.