Q
QuantAbundanceAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

30,545 signal articles · 140 in last 24h · 154,889 total before filter · latest 59m ago
140last 24h
838last 7d
144● bullish (7d)
87● bearish (7d)
214publishers
AllMacro184Earnings103M&A124Regulatory18Product21Analyst19
✕ clear all filtersticker: LLYSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Bristol-Myers Squibb (BMY) Bets $2.3 Billion on Texas While Eli Lilly (LLY) Wins in the UK
Insider Monkey34d agobullish
Bristol-Myers Squibb (BMY) Bets $2.3 Billion on Texas While Eli Lilly (LLY) Wins in the UK

Drugmaker Bristol-Myers Squibb Company (NYSE:BMY) is putting real money behind its confidence in American manufacturing. 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. On the very same day, British regulators cleared Eli Lilly and Company (NYSE:LLY)’s […]

Pharma Stocks Have Rallied. 2 Stocks to Avoid—and 2 to Buy.
Barrons.com35d agobullish
Pharma Stocks Have Rallied. 2 Stocks to Avoid—and 2 to Buy.

The home to some large pharma companies and many smaller biotechs, have risen over 6% this week. The main catalyst was that Moderna and Merck announced successful trial data for a melanoma vaccine that reduces the risk patients will experience recurrence. “The read-through [from Merck and Moderna] to the others is probably indicative of a broader tailwind of pharma taking some strong actions to improve their long-term growth profiles,” says Cantor Fitzgerald analyst Carter Gould.

Is Eli Lilly (LLY) Undervalued On UK Foundayo Approval?
Simply Wall St.35d agoneutral
Is Eli Lilly (LLY) Undervalued On UK Foundayo Approval?

Eli Lilly (LLY) is back in focus after the UK's Medicines and Healthcare products Regulatory Agency approved Foundayo, a once daily oral GLP-1 drug for weight management and type 2 diabetes. See our latest analysis for Eli Lilly. 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...

Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?
Insider Monkey36d agoneutral
Can Eli Lilly Catch Novo Nordisk in the Oral GLP-1 Race?

The battle between Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) has so far been defined by blockbuster injectable weight loss drugs. But the next phase of that rivalry may look very different. Instead of competing over weekly injections, both companies are now racing to establish themselves in what could become the next major opportunity in […]

Novo Nordisk (CPSE:NOVO B) Stock Still Looks Undervalued After Dutch Court Win
Simply Wall St.37d agoneutral
Novo Nordisk (CPSE:NOVO B) Stock Still Looks Undervalued After Dutch Court Win

Novo Nordisk stock has fallen sharply over the past three years, yet the broader valuation checks still flag it as looking cheap rather than stretched. Recent headlines around obesity treatments, intellectual property protection and a large buyback programme add extra context to whether that discount is justified. The share price has declined 49.9% over the past three years, which suggests many investors have already reset their expectations for the stock. Growth expectations around GLP-1...