MarketBeat·2025-08-09 14:00Core Viewpoint - The healthcare sector is facing volatility due to President Trump's tariff threat on imported pharmaceuticals, which has led to a 2.74% decline in the sector over the past week and a 5.13% loss year-to-date, the worst among all S&P 500 sectors [1] Company-Specific Insights - Novo Nordisk experienced a 5.79% decline in stock price over the past five days following disappointing earnings, but rebounded due to weak trial data from Eli Lilly, which saw its shares drop nearly 11% [2] - Eli Lilly reported strong demand for its anti-obesity drugs, Mounjaro and Zepbound, despite a recent stock decline of 14.49% this year [9][15] - Novo Nordisk's Q2 revenue was $11.95 billion, slightly below expectations, but it reported a 16% increase in sales for its diabetes drug Ozempic and weight loss drug Wegovy compared to the previous year [10] Industry Trends - The Trump administration's initiative to cover weight loss drugs under Medicare and Medicaid could significantly increase access to these medications, potentially benefiting Eli Lilly and Novo Nordisk [5][8] - The global weight loss drug market is projected to grow at a compound annual growth rate of 31.66% from 2024 to 2030, with North America currently holding a 37.67% revenue share [13][14] - The U.S. anti-obesity drug market is valued at $6.62 billion and is expected to reach $7.13 billion by 2030 [14]