Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.
On August 12, 2026, Eli Lilly and Company (NYSE:LLY) said that it filed six lawsuits against US companies it accuses of illegally selling black-market versions of retatrutide. It is an experimental obesity drug still in Phase 3 trials and not yet approved by regulators anywhere. Why This Matters Lilly is trying to shut down a […]
On August 13, 2026, Novo Nordisk A/S (NYSE:NVO) CEO Mike Doustdar told Reuters that investors are underestimating how much the obesity drug market will fragment as new treatments arrive. He pushed back on the idea that Novo and Eli Lilly and Company (NYSE:LLY) are locked in a zero-sum battle for the same shrinking pool of […]
Lexicon announced the payment after Novo Nordisk hit a key patient-dosing target in the early-stage trial of LX9851.
Novo Nordisk (CPSE:NOVO B) and Lexicon Pharmaceuticals reached a key milestone in the development of first in class oral obesity drug LX9851. Lexicon received a milestone payment from Novo Nordisk tied to clinical progress for LX9851 in obesity and metabolic disorders. The advancement of LX9851 adds a new mechanism of action to Novo Nordisk's obesity pipeline alongside its existing treatments. The update underscores ongoing efforts to address obesity as a major global health challenge with...
Eli Lilly just crossed a $1 trillion market cap for the first time, and management is already pointing toward a milestone that would rewrite the drugmaker's history. Whether three converging pipeline catalysts can justify the valuation is the question every investor needs to answer now.
AMGN's strong growth drivers and promising pipeline support long-term growth, but patent losses, pricing pressure and valuation warrant caution.
Eli Lilly's weight-loss and diabetes pill goes on sale in UK pharmacies from Monday, giving patients an oral alternative to the injections that have dominated the market. Foundayo, also known as orforglipron, is available on private prescription after the Medicines and Healthcare products...
Eli Lilly (NYSE:LLY) has launched its oral weight-management and type 2 diabetes treatment Foundayo in the UK, making Britain the first European market where the drug is commercially available, the company said on Monday. Foundayo, chemically known as orforglipron, will initially be available through private prescriptions after receiving authorisation from the UK’s medicines regulator on August 10.
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.
Late-stage drugs in pancreatic cancer, multiple myeloma and Alzheimer’s could pair treatment advances with major commercial upside.
Novo Nordisk A/S (NYSE:NVO) has entered a strategic partnership with Amazon Web Services to accelerate drug discovery and modernize its operations through artificial intelligence and cloud technology. The agreement establishes AWS as Novo Nordisk’s preferred cloud provider and strategic AI partner. The companies have also created a co-innovation hub in London, where AWS engineers and […]
Could this little-known biotech be a hidden gem?
Eli Lilly just delivered one of the most staggering quarters in Big Pharma history, yet Wall Street is barely reacting. Three catalysts in the next 18 months could either push shares to levels few analysts dare to print or expose the cracks in a very expensive story.
Moderna's mRNA cancer vaccine breakthrough with Merck fueled a biotech rally, with the IBB near highs. Eli Lilly and Natera both show strong uptrends and possible breakouts.
The company said it has, in accordance with FDA guidance, removed Catalent Indiana—a fill-finish plant now owned by Novo Nordisk—from its U.S. biologics license application for apitegromab.
Scholar Rock (SRRK) said Friday that, under guidance from the FDA, it has removed Novo Nordisk's (NV
Eli Lilly stock broke out of a flat base and reached a record high. Its Mounjaro drug sales surged 91% in the second quarter.
Hims & Hers Health, Inc. (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. The firm raised its full-year revenue outlook. Novo Nordisk A/S (NYSE:NVO) suffered a similar fate a week earlier, with shares dropping about 6% […]
NVO's U.S. launch of Awiqli introduces the first once-weekly basal insulin, potentially giving the company a new growth opportunity beyond its pressured GLP-1 franchise.
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 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...
Lilly, Novo, and Merck have each priced in a radically different version of the next two years, and one of them looks like a setup where the market has it badly wrong.
Eli Lilly's GLP-1 portfolio outpaces its rival in Q2, while Foundayo gains momentum and can challenge Wegovy's early oral obesity lead.
PFE aims to break into the obesity market with berobenatide, a potential monthly treatment designed to compete with leading GLP-1 therapies.
ALT's stronger cash position supports pemvidutide's MASH, AUD and ALD programs, but long timelines, funding needs and competition remain risks.
ALT has moved pemvidutide into Phase III MASH testing, with supportive mid-stage data, regulatory backing and a 2029 readout ahead.
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.
The study will run into 2028, testing two low doses of Wegovy, and follows the company disclosing recently that uptake of the pill had been particularly strong for its lowest doses across self-paying patients.
The weight-loss pills battle between Eli Lilly and Novo Nordisk could add to the projected $200 billion market for obesity drugs.
The study’s main goal is to measure the percentage change in participants’ body weight after 60 weeks.
We use Google Analytics to count anonymous page views and understand which content gets read. No ads, no profiles. Decline keeps you on cookieless mode. Details.