News

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

The duopoly dominating the multi-billion-dollar GLP-1 weight-loss market has moved from pharmacy shelves to the federal courtroom. Novo Nordisk A/S (NYSE:NVO) filed a lawsuit in U.S. District Court in New Jersey against Eli Lilly and Company (NYSE:LLY) on July 21, accusing its primary rival of false advertising and unfair competition regarding television and digital campaigns […]

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

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

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

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

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

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

For years, investors have viewed Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) through one lens: the race to dominate the booming obesity-drug market. But Washington is beginning to shift the conversation. With the U.S. government pushing pharmaceutical companies to manufacture more medicines domestically and reduce dependence on overseas supply chains, manufacturing has become more of […]

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

The obesity-drug market has largely been viewed as a race between clinical innovation and commercial execution. Investors have spent the past three years comparing prescription growth, market share, and pipeline candidates as Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) compete for dominance in one of healthcare’s fastest-growing markets. Yet another competitive advantage for investors to […]

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

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

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

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

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

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

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

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

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

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

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

Amazon.com Inc.‘s Amazon Pharmacy will offer eligible Medicare beneficiaries weight-loss drugs for $50 per month through a new federal program aimed at expanding access. The company announced on Thursday that the service would automate eligibility checks, prior authorizations, and billing,...

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

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

Global pharmaceutical company Eli Lilly (NYSE:LLY) reported Q2 CY2026 results topping the market’s revenue expectations, with sales up 47.7% year on year to $22.97 billion. The company’s full-year revenue guidance of $86 billion at the midpoint came in 0.6% above analysts’ estimates. Its non-GAAP profit of $8.38 per share was 27.3% above analysts’ consensus estimates.

Eli Lilly (NYSE: LLY) reported that its KRAS G12C inhibitor olomorasib received FDA Breakthrough Therapy designation for advanced pancreatic cancer in patients with a KRAS G12C mutation. The company entered a new clinical trial collaboration with Amplia Therapeutics to test olomorasib in combination with Amplia's FAK inhibitor narmafotinib in advanced non small cell lung cancer. These developments highlight Eli Lilly's efforts to broaden its oncology portfolio beyond its diabetes and obesity...

It's not much of a rivalry yet.

Eli Lilly (LLY) posted a second-quarter result strong enough to shift the debate around its stock. For months, the debate centered on one worry: a slow start for its new obesity pill. That worry did not disappear in the second quarter, but it stopped driving the conversation. Bank of America came ...

New York Governor Kathy Hochul (D) said President Donald Trump’s decision to end a Medicare subsidy program will raise prescription drug costs for about 1.3 million New Yorkers, arguing seniors should not have to bear the additional expense. In a...