American Express shares climbed after the company posted strong quarterly results. Scott Olson / Staff / Getty Images Close Key Takeaways Major U.S. equities indexes climbed at midday Friday as regional bank stocks rebounded from yesterday's losses after a flurry of corporate earnings reports. The Dow, S&P 500, and Nasdaq were all higher. Kenvue (KVUE) was the best-performing stock in the S&P 500 as investors bought the dip in the health care product's stock following yesterday's selloff after a lawsuit in ...

Core Insights - Novo Nordisk (NVO) shares declined approximately 4% in pre-market trading following U.S. President Donald Trump's indication of potential significant price reductions for the company's GLP-1 RA drugs, Ozempic and Wegovy, which have been crucial for the company's growth [1][7] - Trump suggested that the prices of these drugs could decrease to around $150 out-of-pocket for Americans, although formal negotiations have not yet commenced [2][3] - The reduction in drug prices could enhance access for diabetes and obesity patients but raises concerns about the implications for drug development economics and future medical innovations [4][11] Company Performance - Year-to-date, NVO stock has dropped 34.7%, contrasting with a 5.5% growth in the industry [6] - The company has faced challenges with slowing uptake of Wegovy and increased competition from Eli Lilly, prompting a restructuring plan aimed at saving around DKK 8 billion by 2026 through workforce reductions [10][11] Competitive Landscape - Eli Lilly, a key competitor, has seen rapid demand for its tirzepatide-based drugs, Mounjaro and Zepbound, which generated combined sales of $14.7 billion in the first half of 2025, accounting for 52% of Lilly's total revenues [12] - Following Trump's comments, Eli Lilly's shares also fell about 4% in pre-market trading, indicating investor concerns regarding similar pricing pressures for its GLP-1 therapies [13] Market Dynamics - The potential price cuts for GLP-1 drugs could deter pharmaceutical companies from investing in research and development, impacting future innovations in the industry [11]

Michael Siluk / UCG / Universal Images Group / Getty Images Novo Nordisk shares have lost more than a third of their value this year as the company faces growing competition in the market for weight-loss drugs. Key Takeaways President Trump said he would lower the prices of popular weight-loss drugs, pressuring shares of drugmakers Novo Nordisk and Eli Lilly Friday. Centers for Medicare & Medicaid Services head Dr. Mehmet Oz said price negotiations have not finished yet. Novo Nordisk (NVO) and Eli L ...

President Donald Trump just dropped a political bomb into one of Wall Street's hottest trades. His promise to cut the cost of Novo Nordisk A/S (NYSE:NVO) blockbuster drug Ozempic from around $1,300 to $150 isn't just about affordability—it's about shaking the foundations of the GLP-1 gold rush that's reshaped healthcare valuations from Eli Lilly And Co (NYSE:LLY) to Pfizer Inc (NYSE:PFE).Track NVO stock here.The Ozempic ShockwaveTrump's remark, made during a White House event on drug pricing, instantly turn ...

Some of Europe's major private markets firms sold off on Friday as concerns over lending standards in U.S. markets swept across the Atlantic.London-listed ICG fell about 6%, while CVC Capital Partners, which is headquartered in Jersey, had lost about 5.4% by the afternoon. Swiss private markets firm Partners Group fell 4%, as Sweden's EQT was down 4%.The moves follow a widespread sell-off among U.S. regional banks this week, as fears grow over risky lending practices potentially spilling over from the priva ...

智通财经APP获悉，周五，礼来(LLY.US)开盘跌超4%，为8月7日以来盘中最大跌幅，报797.78美元。消 息面上，美国总统特朗普表示，热门糖尿病药物Ozempic的价格可能降至每月仅150美元，引发市场震 动。不过，联邦医疗保险和医疗补助服务中心(CMS)负责人Mehmet Oz随即澄清，相关价格谈判仍在进 行中，尚未达成协议。 ...

Trump told reporters late Thursday that the list price of Ozempic, which he called "the fat loss drug,†will be "much lower.†...

peshkov/iStock via Getty Images Listen below or on the go on Apple Podcasts and Spotify Stock index futures slump as concerns on health of regional banks rattle sentiments. (00:23) Novo Nordisk (NVO), Eli Lilly (LLY) slide after Trump pledges 'much lower' Ozempic price. (01:46) Ford (F) to recall nearly 625K vehicles over camera display, seatbelt issues. (02:32) This is an abridged transcript. We’re starting the show off this morning with a check of futures which are in the red on this Friday as trad ...

每经AI快讯，10月17日，礼来盘前跌超4%，诺和诺德跌近4%。 ...

Industry Overview - The weight loss drug market is currently valued at approximately $28 billion and is projected to grow to $95 billion by 2030 according to Goldman Sachs Research [1] - Weight loss drugs are significantly boosting revenues for market leaders like Eli Lilly and Novo Nordisk [1] Eli Lilly - Eli Lilly has commercialized tirzepatide for type 2 diabetes and weight loss under the names Mounjaro and Zepbound, respectively, with both products generating blockbuster revenue [3] - Demand for these drugs has been so high that they were on the FDA's drug shortage list for much of the previous year [3] - Lilly has improved supply through investments in manufacturing and by offering Zepbound in single-dose vials, which are easier and cheaper to produce [4] - In the most recent quarter, Lilly's revenue increased by 38% to over $15 billion, with weight loss drugs accounting for more than half of this revenue [5] - Lilly is preparing to submit orforglipron, its oral obesity candidate, for regulatory review worldwide this year [5] Viking Therapeutics - Viking Therapeutics is developing a drug similar to Lilly's, targeting the same hormonal pathways to regulate blood sugar and reduce appetite [7] - The company is currently testing VK2735 in injectable form in a phase 3 trial and in pill form in a phase 2 trial, with positive results reported so far [8] - Investors are attracted to Viking for its weight loss portfolio and the potential for a takeover or partnership, as many companies in the pharma and biotech sectors are interested in entering the weight loss market [9] - Viking is positioned to offer significant growth potential as it approaches the market with its candidates [10] Wall Street Insights - Wall Street's average price forecast for Eli Lilly is $891, indicating a potential 10% increase from the current price, while Viking's forecast is over $92, suggesting a 179% gain [11] - Both companies have more buy recommendations than sell recommendations from analysts [11] - While Viking shows higher growth potential, cautious investors may prefer Lilly due to its established market presence and product offerings [12]