Lilly is rapidly scaling its production capacity for incretin therapies, projecting to produce at least 1.8 times the number of sellable doses in 2025 compared to 2024, ensuring the company can fulfill rising global demand for treatments such as Mounjaro and Zepbound. With strong first-half results, Lilly raised its 2025 full-year revenue guidance to $60 billion to $62 billion and expects higher performance margins and EPS than previously forecast. For the full year, analysts project revenue to increase by ...

We're back on Morning Trade Live. Let's focus on Nova Nordics. The stock was downgraded today at Morgan Stanley.More on that coming up in a bit. The weight loss drug trade has lost some luster. Check out this comparison chart of Nova Nordisk and Eli Liy over the past year.Both stocks are down over the last 12 months. Novo down more than 35% during that time frame. And that is the focus of the morning trade.Joining us now for a closer look at Nova Nordisk is Schwab network host Marley Kaden. Very good mornin ...

Bragar Eagel & Squire, P.C. Litigation Partner Brandon Walker Encourages Investors Who Suffered Losses In Novo (NVO) To Contact Him Directly To Discuss Their Options If you purchased or acquired securities in Novo between May 7, 2025, to July 28, 2025 and would like to discuss your legal rights, call Bragar Eagel & Squire partner Brandon Walker or Marion Passmore directly at (212) 355-4648. Click here to participate in the action. NEW YORK, Sept. 29, 2025 (GLOBE NEWSWIRE) -- What’s Happening: Bragar Eagel ...

U.S. prescriptions for Novo's Ozempic and Wegovy drugs are stagnating, Morgan Stanley analysts said. ...

Carnival Cruise Line - Carnival reported adjusted earnings per share (EPS) of $1.43, exceeding the expected $1.32, with revenue surpassing $8 billion at $8.2 billion, marking a record quarter for the company [2][3] - This marks the 10th consecutive quarter of record numbers for Carnival, indicating strong consumer spending on cruise experiences [3] - Bookings for Carnival are robust, with 2026 already about 50% booked, leading to a raised full-year profit forecast for the third time this year [4] - The company expects profits to increase by more than 50% year-over-year, with fourth-quarter profits anticipated to rise over 60% [5][6] - Carnival is also focusing on debt reduction and has improved fuel efficiency by 5%, which enhances margins and supports sustainability efforts [6][7] - The cruise industry, particularly Carnival, has shown significant stock performance, with Carnival up over 70% in the past year [8] Novo Nordisk - Novo Nordisk faced a downgrade from Morgan Stanley, moving from equal weight to underweight, with a price target cut to $47 [9][10] - The downgrade is attributed to expected downside revisions for 2026 and 2027 consensus estimates, particularly concerning the drug simaglatide [11] - Concerns arise from the anticipated failure of trials for simaglatide in treating Alzheimer's, with a 75% chance of failure expected [12] - Prescription trends for Ozempic have been declining, while rival Eli Lilly is gaining market share, raising concerns about Novo's momentum [13] Defense Stocks - The Pentagon is urging missile suppliers to significantly increase production of key munitions, driven by potential future conflicts with China [15] - This initiative is part of a broader effort to enhance US stockpiles, leading to increased interest in defense stocks such as Lockheed Martin and General Dynamics [15][16]

Group 1: U.S. Stock Market Overview - U.S. stock futures were higher, with Dow futures gaining over 100 points on Monday [1] Group 2: Inventiva ADR Performance - Inventiva reported losses of $(1.84) per share, significantly worse than the analyst consensus estimate of a loss of 41 cents per share [1] - The company reported quarterly sales of $5.050 million, missing the analyst consensus estimate of $5.310 million [1] - Inventiva shares dipped 5.5% to $5.72 in pre-market trading [1] Group 3: Other Stocks in Pre-Market Trading - MoonLake Immunotherapeutics saw a significant decline of 86.3% to $8.50 in pre-market trading [4] - Cellectis SA declined 10.4% to $3.01 in pre-market trading [4] - Quantum-Si Inc fell 10.1% to $1.34 in pre-market trading after filing for a mixed shelf of up to $300 million [4] - Penguin Solutions Inc decreased by 8.4% to $24.00 in pre-market trading [4] - Lithium Americas Corp declined 5.4% to $5.99 in pre-market trading after a 14% drop on Monday [4] - Platinum Analytics Cayman Ltd fell 5.3% to $16.20 in pre-market trading after a 44% increase on Monday [4] - Novo Nordisk A/S decreased by 2.9% to $54.01 in pre-market trading [4] - Lexicon Pharmaceuticals Inc declined 2.9% to $1.36 in pre-market trading, recently announcing an update on submission of additional data to the U.S. FDA regarding Zynquista® in Type 1 Diabetes [4]

Group 1: U.S. Stock Market Overview - U.S. stock futures were higher, with Dow futures gaining over 100 points on Monday [1] Group 2: Inventiva ADR Performance - Inventiva reported a loss of $(1.84) per share, significantly worse than the analyst consensus estimate of a loss of 41 cents per share [1] - The company’s quarterly sales were $5.050 million, missing the analyst consensus estimate of $5.310 million [1] - Inventiva shares fell 5.5% to $5.72 in pre-market trading [1] Group 3: Other Stocks in Pre-Market Trading - MoonLake Immunotherapeutics saw a significant decline of 86.3% to $8.50 in pre-market trading [4] - Cellectis SA declined 10.4% to $3.01 in pre-market trading [4] - Quantum-Si Inc fell 10.1% to $1.34 in pre-market trading after filing for a mixed shelf of up to $300 million [4] - Penguin Solutions Inc dropped 8.4% to $24.00 in pre-market trading [4] - Lithium Americas Corp declined 5.4% to $5.99 in pre-market trading after a 14% dip on Monday [4] - Platinum Analytics Cayman Ltd fell 5.3% to $16.20 in pre-market trading after a 44% jump on Monday [4] - Novo Nordisk A/S decreased by 2.9% to $54.01 in pre-market trading [4] - Lexicon Pharmaceuticals Inc declined 2.9% to $1.36 in pre-market trading, with an update on additional data submission to the U.S. FDA regarding Zynquista® in Type 1 Diabetes [4]

Core Viewpoint - Morgan Stanley analysts predict that a trial testing Novo Nordisk's weight-loss drug for effectiveness against Alzheimer's is likely to fail, setting the most pessimistic target price forecast among Wall Street banks for the company [1] Company Summary - Novo Nordisk is currently under scrutiny due to its weight-loss drug, which is being tested for potential Alzheimer's treatment [1] - The company's stock forecast has been marked down by Morgan Stanley, indicating a lack of confidence in the drug's success in the Alzheimer's trial [1] Industry Summary - The pharmaceutical industry is closely monitoring the outcomes of trials for drugs that may have multiple therapeutic uses, particularly in the context of weight-loss medications being repurposed for neurodegenerative diseases [1] - The results of such trials can significantly impact stock valuations and investor sentiment within the biotech and pharmaceutical sectors [1]

Core Viewpoint - Novo Nordisk (NVO.US) shares fell 3% in pre-market trading following a downgrade by Morgan Stanley analyst Thibault Boutherin, who changed the rating to "sell" and reduced the target price from $99 to $47. Concerns are heightened among investors regarding potential policy changes aimed at lowering U.S. drug prices to the lowest levels among developed markets, with a deadline set by Trump for September 29 [1]. Group 1 - Novo Nordisk's pre-market price was $53.940, down $1.670 or 3.00% from the previous close [1]. - The company's market capitalization stands at $246.945 billion, with a total share count of 4.441 billion [1]. - The stock has a 52-week high of $117.250 and a low of $44.548, indicating significant volatility [1]. Group 2 - The average price of Novo Nordisk shares was $55.348, with a trading volume of 17.7398 million shares [1]. - The price-to-earnings ratio (P/E) is reported at 15.67, while the price-to-book ratio (P/B) is 9.371 [1]. - The dividend yield is noted at 3.230%, with a trailing twelve months (TTM) dividend of $1.794 [1].

ab 23 September 2025 Global Research Global Pharmaceuticals Framing Global GLP-1 forecasts to 2030 UBS forecast $130bn GLP-1 sales in 2030 Over the last 12 months, the outlook for the GLP-1 market for both obesity and type-2 diabetes (T2D) has weakened driven by the disruption from compounded product in the US market and from weaker than expected data from next generation assets (CagriSema and orforglipron). This has seen UBS 2030 global forecasts cut from > $150bn to $130bn, which assumes c.$80bn sales for ...