The Motley Fool·2025-07-22 08:14Core Insights - Positive results from clinical trials can significantly impact pharmaceutical companies' stock prices, but long-term investors should consider broader factors for sustained performance [1] Eli Lilly - Eli Lilly reported positive phase 3 results for its oral GLP-1 candidate, orforglipron, focusing on diabetes patients with A1c reduction as the primary endpoint [4] - The company is expected to release data from late-stage studies for orforglipron in obesity within the next year, which could be pivotal for its market success [5] - Despite potential risks, Eli Lilly's stock is considered a buy due to its strong financial performance and a robust pipeline, including other candidates like retatrutide [6][7] Summit Therapeutics - Summit Therapeutics is developing ivonescimab, a cancer treatment already approved in China, and is conducting trials to support approval in the U.S. and Europe [8] - A key late-stage trial against Merck's Keytruda for non-small cell lung cancer (NSCLC) is ongoing, with top-line data expected by the end of next year [9] - The stock price is sensitive to trial results; positive outcomes could significantly boost the stock, while disappointing results may lead to declines [10][11] Vertex Pharmaceuticals - Vertex Pharmaceuticals focuses on developing breakthrough medicines for high unmet needs, including a candidate for type 1 diabetes (T1D), zimislecel, which shows promise in early trials [13] - In a phase 1/2 trial, 10 of 12 patients were insulin-free after one year, and the company plans to submit regulatory applications for zimislecel by 2026 [14] - Vertex continues to lead in cystic fibrosis treatments and has expanded its portfolio with new medicines, positioning itself well for future growth [15][16]