The weight-loss drug market has experienced incredible momentum over the past few years, and according to analyst projections, it hasn't peaked yet -- far from it. Among the many drugmakers looking to join this market is Altimmune (NASDAQ: ALT), a smaller biotech whose shares could skyrocket from their current levels if its leading program is successful. While the upside potential of a company like Altimmune is attractive, it's important to highlight that there is plenty of risk, too. A safer -- and argu ...

Shares of Novo Nordisk (NYSE: NVO) sank 20% this week, according to data from S&P Global Market Intelligence. The drugmaker behind the weight-loss drug craze is in the midst of a terrible drawdown -- 75% as of this writing -- due to a bad trial for its new weight-loss drug in a head-to-head battle with Eli Lilly. Plus, the company announced additional price cuts for its weight-loss drug Wegovy in 2027, due to pressure from the U.S. government. Here's why Novo Nordisk stock fell again this week, and wheth ...

Novo Nordisk A/S (NYSE:NVO) is one of the stocks Jim Cramer commented on. Answering a caller’s question about the stock during the lightning round, Cramer said: Oh no, you don’t want to be in Novo Nordisk. You want to be in Eli Lilly. Novo Nordisk is really good at cutting prices. Eli Lilly’s great at making drugs. Photo by Adam Nowakowski on Unsplash Novo Nordisk A/S (NYSE:NVO) manufactures pharmaceuticals for chronic conditions, including diabetes, obesity, and rare blood or endocrine disorders. The ...

Pfizer Inc. (NYSE:PFE) is included among the 14 Best Affordable Dividend Stocks to Buy According to Analysts. RBC Capital Initiates Pfizer (PFE) with $25 Target, Warns of Structural Revenue Headwinds Photo by Dan Dennis on Unsplash On February 25, RBC Capital initiated coverage of Pfizer Inc. (NYSE:PFE) with an Underperform rating and a $25 price target. The firm said its outlook reflects an “insurmountable” $15B-$20B revenue decline expected through 2030, with limited visibility into new products that ...

Novo Nordisk (NYSE:NVO), which develops and markets diabetes and obesity treatments, closed Wednesday at $38.16, down 1.11%. The stock slipped as investors weighed a large Vivtex partnership while watching how competition and margins shape Novo’s obesity and diabetes franchise. Trading volume reached 54.7 million shares, about 141% above its three-month average of 22.7 million shares. Novo Nordisk IPO'd in 1981 and has grown 23,750% since going public. How the markets moved today The S&P 500 added 0.82% ...

MetaVia (NasdaqCM:MTVA) Conference February 25, 2026 10:15 AM ET Company ParticipantsHyung Heon Kim - President and CEOModeratorWelcome back, everyone. We have MetaVia Inc., trades on the Nasdaq under the symbol MTVA. It's a clinical stage biotech company focused on transforming cardiometabolic diseases. It's developing the treatment for obesity and vanogliprl for the treatment of MASH. Happy to welcome the president, H.H. Kim. Welcome back to the conference today. We're very much looking forward to hearing ...

Core Viewpoint - Novo Nordisk, once a leader in the GLP-1 weight loss drug market, is facing significant challenges, including pricing pressure, competition, and setbacks in its drug pipeline, leading to a substantial decline in stock value [1][10][14]. Market Position and Competition - Novo Nordisk's market share has decreased to approximately 40%, while Eli Lilly has captured about 60% of the market [2]. - The company is aware of the competitive landscape and pricing challenges, with CEO Mike Doustdar indicating that sales are expected to decline before recovering [2][11]. Financial Performance - The combined sales of Novo's two major drugs, Ozempic and Wegovy, reached around $32 billion, constituting about 67% of total sales last year [6]. - In contrast, Eli Lilly's top two drugs generated approximately $37 billion, representing 56% of its total sales [6]. - Novo Nordisk anticipates a sales and profit decline of 5% to 13% in 2026, marking the first annual sales drop since 2017 [16]. Stock Performance - Novo's stock has plummeted by 75% from its peak of over 1,000 Danish kroner per share in mid-2024, while Eli Lilly's stock has surged by 400% during the same period [13][14]. Future Prospects - The company is pinning hopes on new products like the Wegovy pill and CagriSema to drive future growth, although recent trial results for CagriSema have raised doubts about its commercial viability [17][18]. - The competitive landscape is expected to intensify as other large-cap pharmaceutical companies plan to enter the weight loss drug market with differentiated offerings [17].

Core Viewpoint - Novo Nordisk is a leader in the GLP-1 drug market, but its stock has underperformed recently, and achieving significant returns over the next decade may be unrealistic due to competitive pressures and market dynamics [1][4][5]. Group 1: Market Position and Products - Novo Nordisk's semaglutide, marketed as Wegovy, Ozempic, and Rybelsus, is among the top-selling GLP-1 therapies, positioning the company well for future growth [3]. - The company has a robust pipeline with several candidates expected to receive approval soon, which could enhance its market position [3][7]. Group 2: Competitive Landscape - Novo Nordisk is losing market share to Eli Lilly, its main competitor, particularly with the performance of its next-generation weight loss drug, CagriSema, which did not outperform Eli Lilly's Zepbound in clinical trials [5][7]. - Increased competition is likely to reduce clinical differentiation and pricing power for Novo Nordisk, limiting its potential upside in the market [7]. Group 3: Financial Outlook - Analysts suggest that even with optimal execution, achieving a compound annual growth rate of 25.89% to turn $100,000 into $1 million is highly unlikely for Novo Nordisk [4]. - The company's revenue is projected to decline year-over-year in 2026, indicating potential challenges ahead [5]. Group 4: Investment Considerations - Despite current struggles, Novo Nordisk's long-standing leadership in the diabetes market and its deep pipeline may present investment opportunities for long-term holders [8][9]. - The company's dividend yield of 4.47% could provide additional returns for investors willing to hold the stock over the next decade [7][9].

Novo Nordisk on Tuesday announced plans to cut the list price of its popular diabetes and weight-loss drugs Ozempic and Wegovy by as much as 50% in the U.S. next year. The Danish drugmaker indicated the price cuts will be effective on Jan. 1, 2027, and the timing will coincide with new, lower prices for Ozempic and Wegovy under Medicare plans for older Americans.The company's announcement indicated the list price for various doses of its Ozempic and Wegovy medicines will be lowered to $675, which represents ...

Avidity Biosciences – the San Diego rare disease biotech being acquired by Novartis for $12 billion – is spinning off its early-stage cardiology unit into a new company called Atrium Therapeutics. In a move that gives Avidity’s shareholders a parting gift as they surrender the rest of the company to Novartis, Avidity’s board designated February 12, 2026 as the record date (close of business, Eastern Time) for the pro rata distribution of Atrium shares ( PR Newswire ). Each Avidity holder on that date will r ...