NVO and AMGN square off as GLP-1 leadership, pipeline depth and diversification shape a compelling healthcare stock comparison.
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BofA cut its HIMS price target to $25 from $28, while warning that the company’s 2026 outlook depends on a “significant” ramp-up in GLP-1 growth.
Healthcare stocks were lower late Tuesday afternoon, with the NYSE Healthcare Index shedding 0.7% an
Hims & Hers Health (NYSE: HIMS) faces a demanding customer acquisition challenge to hit its 2026 revenue guidance amid rising churn risks tied to its oral Wegovy subscription model, Bank of America said. Analysts estimate HIMS would need to add approximately 225,000 new oral Wegovy...
Novo Nordisk (CPSE:NOVO B) reported new findings from its POSEIDON study on cardiovascular inflammation in patients with heart disease. The study highlights a high prevalence of cardiovascular inflammation among patients already receiving treatment for atherosclerotic cardiovascular disease. Results point to an unmet medical need for therapies that can address residual inflammatory risk beyond current standard care. Novo Nordisk, known for its cardiometabolic and related therapies, now has...
Healthcare stocks were lower Tuesday afternoon, with the NYSE Healthcare Index shedding 0.6% and the
Weight-loss drugs such as Novo Nordisk's Ozempic and Wegovy are disrupting eating habits, and restaurants should prepare for changes, an analyst says. More than half of Americans taking GLP-1 drugs including Eli Lilly's Mounjaro have changed their eating habits, a survey by UBS found. "Our survey results suggest GLP-1 users are more likely to eat less calories while taking GLP-1 drugs, with survey respondents dining out less, changing eating habits, and appreciating healthier foods more," UBS analysts led by Dennis Geiger said in a note to clients.
European equities traded in the US as American depositary receipts were trending higher late Tuesday
Novo Nordisk's EU label expansions may widen semaglutide use and boost volumes, but pricing pressure and Lilly rivalry can limit recovery.
New Cancer Research Could Be a Massive Game Changer for Ozempic and Mounjaro
Amgen faces LOE headwinds and pricing pressure, yet key growth drugs and biosimilars continue gaining traction.
Polymarket traders are watching one biotech more closely than any other for an acquisition. Viking Therapeutics (NASDAQ: VKTX) carries a 38.5% implied probability of being acquired before 2027, with all-time volume above $1.68 million on that single contract. The hook is obesity. Viking’s VK2735 dual GLP-1/GIP agonist is arguably the most advanced obesity asset not ... If Viking Therapeutics Is Acquired, Here’s Who Wins
In the Large-Cap Pharmaceuticals industry, LLY, J&J, NVO and BAYRY are worth retaining as the industry shows some recovery.
These players are seeing exciting results in clinical trials.
Novo Nordisk (NYSE:NVO) received a positive opinion from the European Medicines Agency supporting EU approval of its oral Wegovy obesity treatment. The therapy would be the first oral GLP-1 option for obesity in Europe if formally authorized by the European Commission. The development follows a strong U.S. launch for the Wegovy pill and comes ahead of planned international rollouts. Novo Nordisk, known for its diabetes and obesity treatments, is now moving closer to bringing an oral Wegovy...
It may be too late for Viking to take on the "dark horse" role in the GLP-1 wars.
The recent positive opinion from the EMA’s Committee for Medicinal Products for Human Use on the Wegovy pill has pushed Novo Nordisk (CPSE:NOVO B) back into focus for investors watching obesity and cardiovascular treatments. See our latest analysis for Novo Nordisk. These Wegovy updates have arrived during a strong short term rebound in Novo Nordisk’s share price, with a 30 day share price return of 11.18% and 90 day return of 18.61%. However, the year to date share price return is down...
The efficacy of Eli Lilly's new, still-in-development GLP-1 drug is gaining attention, but don't forget its older GLP-1 drugs just yet.
VEEV's growing Vault CRM adoption and AI momentum, backed by major pharma wins, reinforce confidence in its long-term growth outlook.
NVO's Wegovy pill gets CHMP backing, moving it closer to becoming the first oral GLP-1 treatment approved in the EU for weight management.
Zacks.com users have recently been watching Novo Nordisk (NVO) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
The pharma giant is taking steps to expand its portfolio.
The blended fair value estimate for Hims & Hers Health has moved from US$24.31 to US$26.82 per share, a change of around 10% in the latest update. That shift reflects a mix of more constructive views tied to the Novo Nordisk partnership and new product optionality, set against ongoing concerns around margins, regulation and execution that keep analyst opinions divided. As you read on, you will see how these moving pieces shape the evolving story and what to watch next in the analyst...
Healthcare stocks rose late Friday afternoon, with the NYSE Healthcare Index advancing 1.1% and the
Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) is one of the 10 Best Penny Stocks to Buy for Long Term. On May 11, 2026, Citi raised the firm’s price target on Lexicon Pharmaceuticals, Inc. (NASDAQ:LXRX) to $3.10 from $2.30 and maintained a Buy rating following the company’s Q1 2026 earnings report. On May 7, 2026, Lexicon Pharmaceuticals, Inc. […]
Novo Nordisk (NYSE:NVO) has entered a partnership with OpenAI to apply artificial intelligence across drug discovery, manufacturing, and supply chain operations. The company is preparing a global rollout of the oral Wegovy weight loss pill after its US launch. Recent trial data for semaglutide and pipeline drugs such as Amycretin and CagriSema indicate further progress in obesity and metabolic disease treatments. Novo Nordisk is drawing fresh attention as it pairs an AI push with a growing...
Healthcare stocks rose Friday afternoon, with the NYSE Healthcare Index advancing 0.8% and the State
Amgen stock could offer attractive long-term upside for investors willing to ride through near-term volatility.
European stock markets closed higher Friday as the Stoxx Europe 600 rose 0.7%, Germany's DAX 40 clim