Novo Nordisk and Eli Lilly, the pharmaceutical giants dominating the global obesity drug market, now face their first serious rival in China https://t.co/8QvAyzPZWG ...

RT BBC Politics (@BBCPolitics)"We are beginning to roll out obesity drugs on the NHS"Health Secretary Wes Streeting says there is "potential" for most obese adults in the UK to end up using weight-loss drugs#BBCLauraK https://t.co/v2HwddQuYE https://t.co/YEbiPtZHfm ...

Amgen, by the way, also dropping almost 6% today after disappointing results for its once monthly weight loss shot. Maritide patients without type two diabetes losing an average of 20% of their body weight after one year. But the company reporting a high rate of side effects and discontinuations.It plans to adjust its dosing schedule in a phase three trial. For more on the obesity drug race, Jared Holles joins us here on set. He is a healthcare sector strategist at Missuo.Jared, great to have you with us. u ...

Eli Lilly & Co. LLY may be down over 8% in the past month and nearly 5% over the past five days, but JPMorgan analyst Chris Schott isn't backing off. In fact, he's doubling down.Zepbound's Momentum Keeps Eli Lilly In The LeadWith Zepbound continuing to dominate the GLP-1 obesity category and new catalysts on the horizon, JPMorgan sees Eli Lilly as still one of the top picks in the sector.Prescriptions for both Zepbound and Mounjaro are running ahead of expectations in the second quarter, positioning Eli Lil ...

Key Takeaways Novo Nordisk will move amycretin into phase III trials for weight management starting in Q1 2026. The decision follows phase II feedback from regulators on both subcutaneous and oral amycretin. Amycretin aims to offer a long-acting, convenient option for obesity and type 2 diabetes treatment.Novo Nordisk (NVO) announced plans to advance amycretin, for weight management, into late-stage development. Amycretin is being developed for subcutaneous and oral administration.Shares of this Denmark-b ...

Group 1 - The article highlights significant global events since summer 2023, including the rise of generative AI, the cultural adoption of anti-obesity drugs, and the performance of the "Magnificent 7" companies [1] Group 2 - The generative AI sector has experienced explosive growth, indicating a transformative impact on various industries [1] - Anti-obesity drugs have gained widespread cultural acceptance, suggesting potential shifts in healthcare and pharmaceutical markets [1] - The "Magnificent 7" refers to a group of companies that have seen substantial stock performance, reflecting investor interest and market trends [1]

Company Overview - Viking Therapeutics (VKTX) is a mid-cap biotech company whose shares have declined by 34% this year, indicating potential company-specific developments or broader market issues affecting its attractiveness [1] - The company is in the clinical stage, meaning it has no products on the market, generates no revenue, and is consistently unprofitable, which typically makes it less appealing to investors during periods of market volatility [2] Product Development - Viking Therapeutics is developing medicines in areas with high unmet needs, particularly in weight management, where the anti-obesity drug market is experiencing significant growth [4] - The leading candidate, VK2735, is a dual GLP-1/GIP agonist, competing in the same class as Eli Lilly's Zepbound, which is currently the market leader [4][5] - VK2735 has shown better results than most mid-stage candidates in weight management, suggesting strong potential despite the competition from larger drugmakers [5] Market Potential - Another mid-stage program, VK2809, has performed well in patients with metabolic dysfunction-associated steatohepatitis (MASH), a disease linked to obesity, which is becoming increasingly prevalent [6] - VK2809 could enter a relatively young market in the coming years, potentially generating significant sales [7] Strategic Partnerships - Viking Therapeutics has signed a multiyear manufacturing agreement with CordenPharma for VK2735, which includes the production of over a billion oral formulations and 200 million autoinjectors and syringes annually [7] - The total payments to CordenPharma will amount to $150 million through 2028, indicating that the company is planning for post-commercial activities for its leading candidate [8] Innovation Commitment - The company is also developing another weight management product in preclinical studies, which is a dual agonist mimicking the action of two gut hormones [9] - Viking Therapeutics' commitment to innovation is notable for a small biotech, although there are risks associated with the potential failure of its advanced programs in phase 3 studies [9]

Much like the long-term users of its most popular product, Novo Nordisk's (NVO 0.69%) stock has slimmed down considerably of late. Share prices of the company, which developed and sells weight loss drug Wegovy, have fallen nearly 18% in price since the start of this year. Popularity attracts competition, and investors are growing concerned that the Danish pharmaceutical giant won't be able to compete.I've been a Novo Nordisk bull for quite some time now, and I wouldn't be as spooked by the situation. Here's ...

AbbVie (ABBV) 2025 Conference Summary Company Overview - **Company**: AbbVie (ABBV) - **Date of Conference**: May 14, 2025 - **Key Speakers**: - Jeff Stewart, Executive Vice President, Chief Commercialization Officer - Rupl Thacker, Executive Vice President, R&D Chief Scientific Officer - Scott Rantz, Executive Vice President, Chief Financial Officer Key Points and Arguments Industry and Market Dynamics - **Disruption and Contingency Planning**: AbbVie acknowledges some disruption due to external factors but emphasizes that it is not affecting business execution. The management team is actively involved in contingency planning and assessing implications of changes in the market [4][6][9]. - **Drug Pricing Policies**: The company is taking the potential impact of new executive orders on drug pricing seriously, indicating that they are closely monitoring developments and preparing for various scenarios [6][8][9]. - **Pricing Equalization**: AbbVie believes that the concept of equalizing drug prices between the US and Europe is complex and may not be feasible due to different healthcare systems and pricing controls in Europe [10][11][12]. Financial Performance and Projections - **Revenue Guidance**: AbbVie has increased its revenue guidance for SKYRIZI and RINVOQ to a combined $31 billion by 2027, with SKYRIZI expected to generate $20 billion and RINVOQ $11 billion [55][56]. - **Immunology Market**: The immunology segment remains a significant revenue driver, with expectations of continued growth despite pricing pressures. The company anticipates low single-digit price degradation over the next five years [51][53]. Research and Development - **M&A Strategy**: AbbVie has been active in M&A, completing over 25 transactions since early 2024, focusing on filling its pipeline in neuroimmunology and oncology [31][32]. - **Obesity Market Entry**: AbbVie has entered the obesity market through a licensing deal with Gubra for an amylin compound, highlighting the potential for differentiation and long-term market opportunities [33][39]. Competitive Landscape - **Direct-to-Consumer Advertising**: AbbVie is the largest DTC advertiser in the pharmaceutical industry. The company is prepared to pivot its marketing strategies if regulations on DTC advertising are imposed [19][21][23]. - **Oral vs. Injectable Therapies**: AbbVie believes that while oral therapies are emerging, injectable products like SKYRIZI and RINVOQ will remain insulated from significant competition due to their efficacy and convenience [64]. Other Important Insights - **Tariffs and Supply Chain**: AbbVie is monitoring the potential impact of tariffs on its supply chain and is implementing mitigation strategies to ensure product availability [26][28][29]. - **Market Growth in Obesity**: The obesity market is expected to grow significantly, with AbbVie anticipating a cash pay component that will support its aesthetics business [48]. Conclusion AbbVie is strategically navigating a complex pharmaceutical landscape with a focus on maintaining growth through innovation, M&A, and effective contingency planning. The company is well-positioned to address challenges related to drug pricing, market competition, and regulatory changes while capitalizing on emerging opportunities in the obesity market and maintaining its leadership in immunology.

A view of the sign and logo of the Roche Holding AG headquarters on April 11, 2025 in Basel, Switzerland. Sedat Suna | Getty Images News | Getty ImagesCOPENHAGEN, Denmark — The ballooning obesity drug market may have a new contender after Roche struck a $5.3 billion deal to develop Danish biotech Zealand Pharma's "next generation" weight loss candidate.The deal, announced in March and set to close in the second quarter, marks the Swiss pharma's latest bid to compete with weight loss heavyweights Novo Nordis ...