Notícias
Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

Viking Therapeutics and Roche both reported positive obesity drug data early Tuesday. Viking stock surged. Eli Lilly and Novo fell.

Novo is shaping a future beyond its Wegovy franchise as CEO Maziar Mike Doustdar looks to turn the drugmaker’s fortunes around.

Eli Lilly (LLY) closed at $1 in the latest trading session, marking a +1.04% move from the prior day.

Novo Nordisk (NYSE:NVO), the Danish drugmaker, saw its US-listed shares fall over 7% to $39.82 on Monday after new long-term targets failed to ease investor concerns about competition in the weight-loss drug market. The company said it aims to launch more than five multi-blockbuster drugs by...

On this episode of Stock Movers: - Novo Nordisk (NVO) shares are lower as it disappointed investors hoping for concrete turnaround plans from Chief Executive Officer Mike Doustdar after losing its lead in the obesity market to Eli Lilly & Co. The company pledged to launch more than five blockbusters and deliver more than $23 billion in new sales in coming years, but investors are selling shares due to lack of concrete news. - Arhaus (ARHS) is moving after Jefferies upgraded the furniture company to buy from hold, writing that it has "newfound optimism on the retailer's strategy to elevate brand awareness" and improve market share. - Accenture (ACN) is up on news Anthropic is partnering with Accenture to test the safety of its advanced artificial intelligence models by embedding evaluators from the consulting firm directly within its operations.

Novo Nordisk took the stage at its own capital markets day and said something that sent its stock tumbling 7%, yet its closest rivals barely flinched. What the company revealed about its future tells investors exactly how much trouble the Ozempic empire may be in.

Novo Nordisk shares plunged in early trading as the company pledged to launch more than five blockbuster drugs and deliver more than $23 billion in new sales in coming years. The plans disappointed investors hoping for more concrete turnaround plans from Chief Executive Officer Mike Doustdar after the Danish drugmaker lost its lead in the booming obesity market to Eli Lilly. Bloomberg's Sanne Wass reports.

Eli Lilly (LLY) grew revenue 48% in Q2 2026, driven by Zepbound and Mounjaro. A more understated metric for investors to watch is pricing. Lilly's U.S. price fell 9% from a year earlier, excluding changes to rebate estimates. So far, volume covers that cut. The risk is the quarter it cannot.

NVO's 5% drop in a week reflects intensifying GLP-1 competition and semaglutide risks, but its broad pipeline offers potential long-term growth.
Novo Nordisk Shares Fall as Wall Street Questions Its Next Growth Move

Novo Nordisk dropped 'Nordisk' from its name, betting a culture reset can help it retake share from Eli Lilly.

The Danish drugmaker is shortening its name to Novo, but it will take more than a lean rebrand to win back Wall Street.

Novo faces a tougher growth outlook as Morgan Stanley downgrades the stock to Underweight, citing muted growth, patent risks and rising pressure from Lilly.
Morgan Stanley sees Eli Lilly taking share before semaglutide's patents even become the bigger issue.

AMGN stock fell after Novartis' Pelacarsen trial failed, though Amgen's own Olpasiran and Repatha differ in mechanism and results, and analysts have kept price targets largely intact.
Morgan Stanley Cuts Novo Nordisk to Underweight as Semaglutide Risks Cloud Outlook

Novartis just handed the entire Lp(a) drug class a failing grade, and Amgen is taking the worst of the punishment despite releasing promising trial results of its own on the very same morning.
Eli Lilly Stock Slides as Pharma Giant Strikes $2.9 Billion Merida Deal
All three major US stock indexes were down in late-morning trading Monday, after Fox News reported t

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

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.

Lilly is suing several US companies that are allegedly selling illegal versions of its weight loss candidate, retatrutide.

Novo Nordisk's CEO conceded Eli Lilly is gaining market share even as oral Wegovy hits record prescriptions and the stock keeps falling.
Wegovy pill upside has already played out, leaving the multiple at the European pharma average
Lilly is trying to protect an experimental obesity medicine from unauthorized sellers before regulators decide whether to approve it.
The company has referred more than 200 sellers and individuals to regulators.

