
Deutsche Bank downgrades Novo Nordisk, citing doubts over the drugmaker’s ability to return to growth and navigate an impending patent cliff.
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Deutsche Bank downgrades Novo Nordisk, citing doubts over the drugmaker’s ability to return to growth and navigate an impending patent cliff.

FDA clearance of Lilly and Roche's Alzheimer's blood test highlights a growing diagnostics market and four healthcare ETFs to watch.

The stock has tumbled 70% since its June 2024 peak, as the drugmaker has contended with intensifying competition from rival Eli Lilly as well as knockoff versions of its blockbuster Ozempic diabetes and Wegovy weight-loss jabs.

LLY's oncology revenues rise 11% in the first half of 2026, as newer drugs gain traction and pipeline assets add growth opportunities.
New data could reshape how payers view obesity drugs

New leaders at GSK, Novo Nordisk and Sanofi are taking the reins at pivotal moments for three of pharma’s largest companies.
Novo Nordisk (NVO) said Thursday that China's National Medical Products Administration has accepted
Veeva Systems Inc (VEEV) reports $928 million in revenue and best-ever CRM performance, with Veeva Falcon AI gaining traction.

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. Management highlighted record CRM performance, broad commercial-cloud moment
A simpler diagnostic tool could widen Alzheimer's testing access
Healthcare stocks fell late Wednesday afternoon, with the NYSE Healthcare Index shedding 1% and the

While the market fixates on the STELARA patent cliff, the rest of the story is being missed. That drug now represents a small fraction of the Innovative Medicine portfolio. The remaining 96% of that business is posting remarkable growth, expanding at over 14.
The payer argument looks powerful, but the study measures medical savings before charging for the medicine.

Daraxonrasib, the pill touted by a former member of Congress and cancer patient as a ‘miracle drug,’ has been granted approval in patients with pancreatic adenocarcinoma.

Eli Lilly looks like a strong long-term investment thanks to its booming obesity drugs and Alzheimer's treatment, and to Billionaire Ken Griffin's investment.
Researchers used two analytical methods, both of which showed that monthly healthcare costs fell over time, but neither included the cost of Zepbound.

Eli Lilly (NYSE:LLY) agreed a new research and collaboration deal with BioArctic that applies BioArctic's BrainTransporter technology to a potential Alzheimer's treatment. The BioArctic agreement expands Eli Lilly's drug development activity in neurodegenerative disease beyond its existing diabetes and obesity portfolio. New real-world data report that adults over 55 with obesity who stay on Zepbound for longer periods record lower healthcare costs than those who do not. The Zepbound...

Novo Nordisk and Structure Therapeutics are taking different paths in the obesity market, from a global GLP-1 leader to a clinical-stage challenger with oral therapies.
A real-world study suggests Zepbound use could reduce the rates of hospital stays and ER visits. Elsewhere, McKesson sprung for a multibillion-dollar deal and J&J nabbed a noteworthy approval.

They aren't the most prominent names in the GLP-1 space, but they are worth a second look.
Europe gives Lilly another market for its oral obesity franchise, but reimbursement will determine the launch's financial weight.
Veeva Systems' (VEEV) Vault CRM has cemented its position as the clear market leader in life science

Dow Jones AI giant Nvidia stock is trying to find support at a key level. Nvidia earnings are due Wednesday after the close.

Neurocrine's strong Ingrezza growth, Crenessity momentum and expanding pipeline make it the stronger pick over Teva despite valuation risks.
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