Eli Lilly is in advanced talks to buy Ventyx Biosciences for over $1 billion, the Wall Street Journal reported on Tuesday, citing people familiar with the matter. ...

The more-than-$1 billion deal could come imminently. ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the "long context," investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even ...

Eli Lilly and Nimbus Therapeutics have entered into a multiyear collaboration and exclusive licensing agreement to develop an oral treatment for obesity and other metabolic diseases. ...

Core Insights - Nimbus Therapeutics has signed a multi-year research and licensing agreement with Eli Lilly to develop AI-driven oral therapies for obesity and other metabolic diseases [1][3] - The agreement includes an upfront payment of $55 million from Eli Lilly to Nimbus, with potential milestone payments up to $1.3 billion if the drug is successfully developed and approved [1][3] - The trend of integrating AI in drug discovery aligns with the FDA's recent push to reduce animal testing [1][3] Company Developments - Nimbus previously licensed an AI-designed compound to Takeda Pharmaceutical in 2022, with a total deal value of up to $6 billion, which is currently undergoing late-stage clinical trials [1][3] - This collaboration marks the second partnership between Nimbus and Eli Lilly, following their previous agreement to develop an oral drug for cardiac metabolic diseases [4][5] - Nimbus, based in Boston, focuses on oral drug development across various fields, including cancer, inflammatory diseases, and metabolic diseases [4][5] Industry Trends - Global pharmaceutical companies are competing to develop oral weight-loss medications as alternatives to injectable drugs like Novo Nordisk's semaglutide (Wegovy) and Eli Lilly's tirzepatide (Zepbound) [2][4] - The weight-loss drug market is projected to exceed $150 billion in annual revenue by the early 2030s [2][4] - The collaboration aims to leverage Nimbus's AI technology for drug candidate selection while Eli Lilly contributes its expertise in metabolic diseases [2][4]

Nimbus Therapeutics said on Tuesday it has entered into a multi-year research and licensing agreement with Eli Lilly to develop artificial intelligence-driven new oral treatments for obesity and other... ...

Demand for GLP-1 products remains strong, which is a major tailwind for the industry's dominator, Eli Lilly ( LLY ). Therefore, it is no wonder that the stock has delivered a total return of 34% afterWith a decade at a Big 4 audit firm specializing in the banking, mining, and energy sectors, I bring a strong foundation in finance and strategy. Currently, I serve as the Head of Finance for a leading owner and operator of retail real estate, where I oversee complex financial operations and strategy. I’ve been ...

整理 | GLP1减重宝典内容团队 Nimbus Therapeutics 宣布与礼来达成一项多年期研究合作及全球独家授权协议，双方将联合开发一种用于肥胖及其他代谢性疾病的全 新口服疗法。这一合作是在双方此前围绕 AMPK 靶点、面向心代谢疾病开展研究合作的基础上进一步深化，显示出礼来在代谢领域持 续加码、并积极拓展下一代技术路线的明确战略。 根据协议内容，Nimbus 将利用其以 AI 增强的计算化学和结构基础药物设计平台，推进一项处于早期阶段的小分子发现项目，直指肥 胖治疗领域长期存在的未满足需求。与当前以注射型多肽药物为主的减重方案不同，该项目聚焦口服小分子路径，被视为未来提升依从 性、扩大适用人群的重要方向。 礼来糖尿病与代谢研发负责人表示，Nimbus 在复杂靶点药物发现方面展现了卓越能力，此次合作将为礼来代谢疾病管线补充全新的创 新机制，进一步丰富其在肥胖治疗领域的技术储备。Nimbus 方面则指出，公司将 AI 驱动的预测模型与结构导向设计深度融合，已多 次在"难成药"靶点上成功交付高质量候选分子，此次与礼来的再次合作，有望加速将突破性口服疗法带给肥胖患者。 在商业条款方面，Nimbus 有资格 ...

Key Points Eli Lilly briefly reached $1 trillion in market cap last year before retreating. The company has seen revenue soar in recent quarters thanks to its weight loss portfolio. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) is close to doing something no other pharmaceutical company has ever done: reaching $1 trillion in market value. The company briefly touched that level in November but has since returned to about $960 billion. Why has the company been such a mover and shak ...

Core Viewpoint - Analysts suggest that old economy stocks may thrive in 2026 as the market shifts focus from speculative assets to more traditional sectors [2][4]. Group 1: Market Predictions - A transition is expected in the first half of 2026 from speculative parts of the economy to the real economy, including sectors like transports, regional banks, housing, chemicals, and commodities [4]. - Financial stocks are highlighted, with Bank of America (BAC) recently closing at its highest since November 2006, indicating a potential deregulatory environment for financials [4]. - Mergers among regional banks are anticipated in 2026, reflecting a consolidation trend in the financial sector [4]. Group 2: Investment Opportunities - Alternative private capital stocks such as Apollo Global Management (APO) and Blackstone (BX) are favored, having been undervalued due to recent credit concerns [5]. - The healthcare sector remains strong, with companies like Eli Lilly (LLY) and Intuitive Surgical (ISRG) being noted for their resilience [5]. - The decline in Bitcoin prices suggests a shift towards real economy stocks, with Bitcoin currently well below its October high of $125,000 [5][6].