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X @Bloomberg
Bloomberg· 2026-03-21 05:08
China’s Commerce Minister Wang Wentao said he hopes Eli Lilly will deepen its commitment in the country and seek greater growth, according to a statement posted on the ministry’s website https://t.co/v5pCdhOiSu ...
LLY's Next-Gen Obesity Drug Meets Goal in First Phase III Study for T2D
ZACKS· 2026-03-20 20:21
Core Insights - Eli Lilly (LLY) announced positive results from a late-stage study of its weight-loss drug retatrutide for adults with type II diabetes, achieving significant reductions in A1C and body weight [1][2][3] Group 1: Study Results - The TRANSCEND-T2D-1 study met its primary endpoint, showing A1C reductions of 1.7% to 2% for retatrutide compared to 0.8% for placebo under the efficacy estimand [2] - Patients taking retatrutide lost up to 16.8% of their body weight, while the placebo group lost 2.5% under the efficacy estimand [3] - The study evaluated three doses of retatrutide (4 mg, 9 mg, and 12 mg) over 40 weeks against a placebo [1] Group 2: Drug Mechanism and Competitors - Retatrutide activates three hormone receptors: GLP-1, GIP, and glucagon, compared to Eli Lilly's Zepbound, which targets GLP-1 and GIP, and Novo Nordisk's Wegovy, which activates only GLP-1 [5] - The obesity market is competitive, with Eli Lilly and Novo Nordisk leading in injectable therapies, while both companies are also racing to introduce oral weight-loss pills [9][10] Group 3: Future Developments - Eli Lilly is conducting multiple late-stage studies for retatrutide across various cardiometabolic conditions, with results from additional studies expected later this year [4] - The FDA is currently reviewing Eli Lilly's obesity pill orforglipron, with a decision anticipated soon [10]
Jim Cramer Says “Buy Eli Lilly”
Yahoo Finance· 2026-03-20 17:19
Eli Lilly and Company (NYSE:LLY) is one of the stocks mentioned during the show, as we cover everything Jim Cramer said about the market. A caller asked if the stock is a buy, sell, or hold, and Cramer replied: Okay, everybody’s giving up on Lilly. My experience with Eli Lilly is there are bouts of giving up in this. That’s what I call it, giving up in this. We’re in a giving up in this moment for one of the greatest, if not the greatest, drug company in history. I think the pill is going to be gigantic. ...
诺和诺德:静待价值重估-20260320
Jian Yin Guo Ji· 2026-03-20 12:24
大健康 | 2026 年 3 月 20 日 诺和诺德 | NVO US 静待价值重估 全球代谢龙头诺和诺德 (Novo Nordisk, NVO US) 的估值修复。公司正 处于一个独特的历史交汇点:股价在 2025 年经历回调,估值压缩,市场 忽视了公司在核心糖尿病领域的稳固份额及在全球肥胖市场的长期领先 统治力。短期催化剂有产能释放带来的业绩反弹,中期有 CagriSema 和口服新药的确证性数据,长期有 Amycretin 和新适应症拓展带来的第 二营收增长空间。这种由过渡期阵痛引发的抛售,与公司长期稳健的基 本面形成背离,创造具吸引力的入场点。 2026 年估值逻辑与股价回升。模型遵循管理层-5%至-13%的指引,假设 公司 2026 年调整后销售与营业利润将可能出现分别约 -6%及-9%的下 滑。而 13 倍的 2026 年预期市盈率 (P/E)反映了市场开始透过短期负增 长的迷雾,提前定价 2027 年的反弹。13 倍 P/E 对应的是公司作为 GLP- 1 龙头的溢价,以及对利空出尽的预期。一旦 340B 尘埃落定且重组完 成,优于-13%下限的表现可能成为惊喜。2025 年的回调主要受市场对产 ...
My Top 3 Drug Stocks for March 2026
The Motley Fool· 2026-03-20 10:30
Drug stocks can be somewhat volatile. Things like clinical setbacks or patent cliffs can sink their stock prices or erode their profits and market share. However, one good thing about companies in this industry is that there will always be a need for innovative medicines, which remain in high demand regardless of economic conditions. That makes drugmakers, particularly the best ones capable of consistently developing new products, attractive long-term holdings. Let's consider three, in particular, that look ...
RBC Capital Sees Eli Lilly’s (LLY) Retatrutide as Key Growth Driver despite Mixed Trial Results
Yahoo Finance· 2026-03-20 04:03
Eli Lilly and Company (NYSE:LLY) is included among the 15 Dividend Stocks to Buy for Steady Income. RBC Capital Sees Eli Lilly’s (LLY) Retatrutide as Key Growth Driver despite Mixed Trial Results On March 19, RBC Capital said the overall tolerability and A1C reductions for Eli Lilly and Company (NYSE:LLY)’s retatrutide in the TRANSCEND-T2D-1 study came in worse than Mounjaro for type 2 diabetes patients. At the same time, weight loss and discontinuation rates leaned in favor of retatrutide. The analyst ...
15 Dividend Stocks to Buy for Steady Income
Insider Monkey· 2026-03-20 03:35
Core Viewpoint - The article discusses the challenges in finding equity income, highlighting low dividend yields in both the US and global markets, and emphasizes the importance of companies with strong dividend histories and wide economic moats for steady income generation [1][2][4]. Dividend Yield Trends - The Morningstar US Market Index had a dividend yield of under 1.2% in Q1 2026, which is historically low, while the Morningstar Global Markets ex-US Index offered a yield of 2.6% [1]. - Stock prices have increased significantly, but dividend payments have not kept pace, with a notable shift towards share buybacks and investments in artificial intelligence [2]. Sector Performance - There has been a rebound in sectors such as industrials, energy, and consumer defensives, which has supported total returns but kept yields lower [3]. - Dividend-paying stocks outside the U.S. have outperformed the broader market for some time, with around 1,500 companies globally under analyst coverage and assigned moat ratings [3]. Moat Analysis - Companies with wide moats tend to sustain profitability more consistently and have historically cut dividends less often compared to those with narrow or no moats [4]. Methodology for Stock Selection - The selection criteria for the list of dividend stocks included companies that have raised dividends for at least 10 consecutive years and have yields above 0.5% as of March 19 [6]. Company Highlights - **Eli Lilly and Company (NYSE: LLY)**: - Dividend yield as of March 19 is 0.75%. Recent study results for retatrutide indicate it may be a viable option for patients prioritizing weight loss, with projected 2030 sales at $4.9 billion [9][10][11]. - **S&P Global Inc. (NYSE: SPGI)**: - Dividend yield as of March 19 is 0.91%. The price recommendation was raised to $495, citing stronger issuance trends, with February billed issuance rising 22% year-over-year [12][13]. - The acquisition of Enertel AI Corporation enhances S&P Global's capabilities in AI-driven power price forecasting, providing a more comprehensive view of the power market [14][15].
X @Bloomberg
Bloomberg· 2026-03-20 00:32
England’s drug price regulator will have to reconsider its decision to rule out using Eli Lilly’s Alzheimer’s drug in the state-run National Health Service, following a successful appeal by the US drugmaker https://t.co/fWXon8Qsap ...
12 Best Long Term Stocks to Invest In According to Billionaires
Insider Monkey· 2026-03-19 22:53
In this article, we will look at the 12 Best Long Term Stocks to Invest In According to Billionaires.On March 17, Ed Yardeni, Yardeni Research president, appeared on CNBC’s ‘Squawk Box’ to talk about the impact of the Iran war, the latest market trends, and the state of the economy.He says he is more risk-averse, at least for the near-term, and stated that everybody on Wall Street is trying to be a military expert in this fog of war, when actually, even the military experts cannot accurately predict where t ...
FDA approves higher dose version of weight loss drug Wegovy as Novo Nordisk tries to win back market share
CNBC· 2026-03-19 16:53
The logo of pharmaceutical company Novo Nordisk is displayed in front of its offices in Bagsvaerd, Copenhagen, Denmark, Feb. 4, 2026.The Food and Drug Administration on Thursday approved a higher dose version of Novo Nordisk's blockbuster weight loss injection Wegovy, as the company pushes to win back market share from chief rival Eli Lilly. Novo expects to launch the higher, 7.2-milligram dose of Wegovy in April. The Danish drugmaker is positioning that version to better compete with Lilly's obesity drug Z ...