Novo Nordisk and Eli Lilly are facing an uncomfortable new price point this week after a $49 weight-loss pill jolted the GLP-1 market. By launching a low-cost, compounded oral version of semaglutide, ... ...

Eli Lilly and Co. (NYSE:LLY) stock is trading lower on Thursday, possibly on profit-taking after the stock rallied roughly 10% on Wednesday.On Wednesday, Eli Lilly reported fourth-quarter adjusted earnings of $7.54 per share, beating the consensus of $6.67.The company’s sales reached $19.3 billion, beating the consensus of $17.96 billion.The obesity drug maker expects sales between $80 billion-$83 billion compared to the Wall Street estimate of $77.62 billion.Eli Lilly sees fiscal 2026 adjusted earnings of ...

来源：滚动播报 摩根大通将礼来公司的目标股价从每股1150美元上调至1300美元。 ...

Hims Stock Slides After Launching Oral Wegovy Knockoff; Novo, Lilly Tumble | Investor's Business DailySPECIAL REPORT: [Find The Online Broker That Best Fits Your Needs]---Hims & Hers Health (HIMS) launched a compounded version of Novo Nordisk's (NVO) already popular weight-loss pill on Thursday. But Hims stock reversed its early gains, while Novo and Eli Lilly (LLY) continued falling. The compounded pill will cost just $49 for the first month, roughly $100 less than what Novo Nordisk is charging for its ora ...

Market Overview - Stocks experienced a decline on Thursday, particularly in the software sector, with Big Tech companies like Alphabet and Amazon down 4.3% and 4.8% respectively, leading to a 1.4% drop in the Nasdaq and a 1% decrease in the S&P 500 [1][1][1] - The volatility in the market was described as a "clearing event" by Jim Cramer, indicating potential for continued heavy selling [1][1] Company Insights - Alphabet reported stronger-than-expected fourth-quarter earnings, showing significant growth in its cloud and Search units, but its stock fell nearly 5% due to concerns over a larger-than-expected 2026 capex guidance and profit-taking after a 65% gain in 2025 [1][1][1] - Eli Lilly's shares dropped nearly 7% following the announcement of a generic version of Novo Nordisk's Wegovy weight-loss pill by Hims & Hers, priced at $49 a month, which is $100 cheaper than Wegovy [1][1] - Despite the drop, Eli Lilly is expected to launch its own weight-loss pill, orforglipron, in the second quarter in the U.S. and internationally in 2027, which may present a buying opportunity [1][1] Additional Stocks Mentioned - Other stocks discussed included Arm Holdings, Qualcomm, and Ralph Lauren, indicating a focus on diverse sectors within the market [1]

We're back on Morning Trade Live. Let's take a closer look at the weight loss drug trade. Nova Nordisk and Eli Liy have gone in opposite directions over the last 12 months with Lily gaining market share in the GLP1 space and Nova Nordisk are undergoing some changes in the seauite.Novo is down more than 45% year-over-year while Lily is trading 9% off its all-time highs after a strong earnings report. All right, quite a conver divergence there, I should say. I'm getting those words mixed up this morning, but ...

Core Viewpoint - CVS Health will replace Amgen and Eli Lilly's bone disease treatments with lower-cost alternatives in its preferred drug lists starting April 1 [1] Group 1 - CVS Health is making changes to its preferred drug lists to include more cost-effective options [1] - The decision reflects a broader trend in the healthcare industry towards reducing drug costs for consumers [1]

Core Insights - Eli Lilly reported Q4 earnings that exceeded analyst expectations, with a profit of $7.54 per share on sales of $19.3 billion, compared to forecasts of $6.93 per share on $17.9 billion in sales [1] - Despite strong earnings, Eli Lilly's stock fell 6% due to competitive pressures from Hims & Hers Health, which announced a new "needle-free" GLP-1 weight loss pill [1][3] Group 1: Eli Lilly's Performance - Eli Lilly's Q4 earnings beat expectations, forecasting full-year 2026 earnings between $33.50 and $35 per share [1] - The company achieved significant sales driven by injectable GLP-1 weight loss drugs Mounjaro and Zepbound in 2025 [2] Group 2: Competitive Landscape - Hims & Hers Health introduced a compounded semaglutide pill priced at $49 for the first month, which is significantly lower than Eli Lilly's Zepbound price of $299 for the lowest-dose formulation [3][4] - Hims & Hers plans to increase the price of its GLP-1 pill to $99 per month after the introductory period, but it remains competitive compared to Novo Nordisk's pricing [4][5] - Novo Nordisk offers its injectable Wegovy at $199 and its pill form at $149, indicating a competitive pricing environment for GLP-1 drugs [4]

Feb 5 (Reuters) - Hims & Hers said it would begin offering compounded versions of Novo Nordisk's Wegovy pill at an introductory price of $49 per month. The company said the offering would be guided by clinical recommendations for personalized treatment, mirroring the approach it had taken with compounded injectable weight-loss drugs. Shares ​of Novo and rival Eli Lilly dropped after the launch announcement over concerns on how companies will protect margins as lower-cost alternatives emerge. Below are ...

责任编辑：张俊 SF065 责任编辑：张俊 SF065 减肥药龙头礼来（LLY）周四早盘大跌8%，该股周三大涨10.3%，因其业绩强劲并且发布了对GLP-1药 物2026年的乐观指引。 减肥药龙头礼来（LLY）周四早盘大跌8%，该股周三大涨10.3%，因其业绩强劲并且发布了对GLP-1药 物2026年的乐观指引。 ...