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ZyVersa Unveils Groundbreaking Potential of Inflammasome Inhibitors in Combination with GLP-1 Agonists to Address Unmet Medical Needs of People Living with Obesity; Provides R&D Update
Globenewswire· 2025-05-07 11:57
WESTON, Fla., May 07, 2025 (GLOBE NEWSWIRE) -- ZyVersa Therapeutics, Inc. (Nasdaq: ZVSA), a clinical-stage biopharmaceutical company specializing in first-in-class therapies for inflammatory and renal diseases, announces significant developments for Inflammasome ASC Inhibitor IC 100. CEO Stephen C. Glover issued a shareholder letter detailing the company's strategy to position IC 100 as a complementary therapy to GLP-1 agonists to treat obesity-associated cardiometabolic complications. Obesity: A Global Hea ...
Novo Nordisk's sales increased by 19% in Danish kroner and by 18% at constant exchange rates to DKK 78.1 billion in the first three months of 2025
Globenewswire· 2025-05-07 05:30
7 May 2025 - Financial report for the period 1 January 2025 to 31 March 2025 Operating profit increased by 22% in Danish kroner and by 20% at constant exchange rates (CER) to DKK 38.8 billion.Sales in US Operations increased by 20% in Danish kroner (17% at CER). Sales in International Operations increased by 18% in Danish kroner (19% at CER).Sales within Diabetes and Obesity care increased by 21% in Danish kroner to DKK 73.5 billion (19% at CER), mainly driven by Obesity care growth of 67% in Danish kron ...
Eli Lilly Stock Offers Buying Opportunity For Goldman Sachs. Concerns Over CVS Setback Are Overblown, Analysts Say
Benzinga· 2025-05-02 18:50
Group 1: Financial Performance - Eli Lilly reported Q1 2025 revenue of $12.73 billion, a 45% year-over-year increase, nearly matching the consensus of $12.67 billion, driven by a 53% increase in volume, partially offset by a 6% decline in realized prices and a 2% unfavorable impact from foreign exchange rates [1] - Key Products revenue grew by $4.09 billion to $7.52 billion in Q1 2025, led by Mounjaro and Zepbound [1] - The company reaffirmed its fiscal year 2025 sales guidance of $58 billion to $61 billion, compared to a market consensus of $59.52 billion and $45.04 billion in 2024 [2] Group 2: Earnings Guidance - Eli Lilly lowered its 2025 adjusted EPS outlook from $22.50-$24.00 to $20.78-$22.28, compared to the street consensus of $21.93, reflecting the impact of Q1 2025 acquired IPR&D [2] Group 3: Market Dynamics and Analyst Opinions - Goldman Sachs analysts noted that Eli Lilly's Q1 2025 results were overshadowed by CVS Caremark's announcement to drop Zepbound in favor of Novo Nordisk's Wegovy, raising investor concerns about pricing dynamics in the anti-obesity medication market [3] - Goldman Sachs maintained a buy rating on Eli Lilly, viewing the company as a leader in the anti-obesity market, and suggested that recent selloffs in LLY shares present a buying opportunity [4] - BofA Securities highlighted Eli Lilly's reluctance to engage in "one-on-one" negotiations with insurers, asserting that Zepbound is a superior product [5] Group 4: Stock Performance - Following the news, LLY stock increased by 4.10% to $826.64 [6]
Inside the deal: Roche and Zealand Pharma's $5.3 billion obesity drug gambit
CNBC· 2025-05-02 05:19
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 ...
Bio-Path Holdings Achieves Third Pre-Clinical Milestone Confirming Potential of BP1001-A as Treatment for Obesity in Type 2 Diabetes Patients
Globenewswire· 2025-05-01 11:00
Data suggest BP1001-A prevents fatty acid-induced insulin resistance in cellsHOUSTON, May 01, 2025 (GLOBE NEWSWIRE) -- Bio-Path Holdings, Inc., (OTCQB:BPTH), a biotechnology company leveraging its proprietary DNAbilize® liposomal delivery and antisense technology to develop a portfolio of targeted nucleic acid cancer and obesity drugs, today reported the achievement of a third milestone from recent preclinical studies of BP1001-A that provide additional support for its potential as a treatment for obesity. ...
Buy Hims (HIMS) or Novo Nordisk (NVO) Stock After Partnership Announcement?
ZACKS· 2025-04-30 21:50
Core Insights - Hims & Hers Health (HIMS) and Novo Nordisk (NVO) have announced a partnership to enhance obesity care through telehealth, allowing access to Novo Nordisk's FDA-approved weight loss drug Wegovy on Hims & Hers' platform [1][7][15] Company Performance - Hims & Hers stock has surged over 30% in 2025 following the partnership announcement, while Novo Nordisk's stock has declined more than 20% year to date [2] - Hims & Hers has experienced a remarkable stock performance, with shares soaring over 600% in the last three years, compared to Novo Nordisk's 15% increase [3] Sales and Earnings Projections - Hims & Hers total sales are projected to increase by 58% in fiscal 2025 to $2.33 billion, with further growth of 21% expected in FY26 to $2.84 billion [4] - Annual earnings for Hims & Hers are anticipated to rise over 160% this year to $0.72 per share, with FY26 EPS forecasted to increase by 48% to $1.07 [5] EPS Estimates - Hims & Hers has seen positive earnings estimate revisions, with FY25 and FY26 EPS estimates increasing by 14% and 12% respectively in the last 30 days [11] - Novo Nordisk's FY25 EPS estimates have slightly decreased over the last quarter but increased by 1% in the last month, while FY26 estimates have risen by 2% [13] Market Outlook - Novo Nordisk's sales are expected to grow by 18% in FY25 and another 15% in FY26, reaching $57.1 billion, with EPS growth projected at 17% this year and 22% in FY26 to $4.71 per share [8]
Aon Unveils First Workforce-Focused Analysis on GLP-1s: Medications and Holistic Support Can Transform Workforce Health and Bend the Cost Curve
Prnewswire· 2025-04-30 10:00
Core Insights - Aon plc has identified a significant opportunity to reduce healthcare costs and improve workforce health through a comprehensive obesity management program that incorporates GLP-1 medications [1][4][5] - The company has launched its own GLP-1 weight management program for U.S. employees, combining affordable treatment access with virtual support and adherence tools [3][9] Health Data Analysis - Aon's analysis utilized data from over 50 million commercially insured lives, including 139,000 GLP-1 users from 2022-2024, to quantify the economic impact of GLP-1 medications [5][6] - The analysis revealed that GLP-1 users experienced a 44% reduction in the risk of hospitalizations due to major adverse cardiovascular events over 24 months [6] Economic Impact - The initial cost increase associated with GLP-1 medications was followed by a significant reduction in medical spend growth, with a seven-percentage point improvement observed in the second year for GLP-1 users [6] - Aon emphasized that addressing obesity not only presents a public health opportunity but also serves as an economic imperative, with obesity costing the U.S. economy up to $1.72 trillion annually [4] Program Implementation - Aon's GLP-1 weight management program aims to de-stigmatize obesity treatment and provide subsidized access to GLP-1 medications for its U.S. workforce [9][10] - The program includes AI-driven wellness tools, at-home blood tests, and virtual check-ins to enhance adherence and support sustainable health outcomes [9] Future Directions - Aon plans to advance analytics to support better decision-making regarding GLP-1 adoption and its long-term business impact [10] - The company aims to revolutionize chronic condition prevention and redefine workforce health investment, setting a new industry benchmark [10]
Will Pfizer Will Acquire Altimmune or Viking Therapeutics After Its Obesity Pill Setback?
The Motley Fool· 2025-04-30 08:51
Core Viewpoint - The obesity drug market is highly lucrative, with Eli Lilly and Novo Nordisk generating billions in sales, prompting other companies like Pfizer to explore acquisition opportunities in this space [1][2]. Group 1: Pfizer's Position and Strategy - Pfizer recently discontinued its experimental obesity drug danuglipron due to safety concerns, putting it at a disadvantage in the obesity market [2]. - The company has nearly $20.5 billion in cash and short-term investments, with a revenue of $63.6 billion and a profit exceeding $8 billion in 2024, despite a significant debt load of around $64 billion [7][8]. Group 2: Potential Acquisition Targets - Altimmune is a promising target for Pfizer, with its experimental GLP-1/glucagon dual receptor agonist pemvidutide having completed successful phase 2 testing for obesity and plans for further studies in liver disorders and alcohol-related diseases [3][4]. - Viking Therapeutics is another potential acquisition candidate, expecting to begin phase 3 testing of its GLP-1/GIP receptor dual agonist VK2735 for obesity this year, alongside ongoing phase 2 studies for an oral formulation [5][6]. Group 3: Financial Feasibility of Acquisitions - Altimmune's market cap is below $400 million, making it a feasible acquisition for Pfizer without incurring additional debt [8]. - Viking Therapeutics has a market cap of nearly $3 billion, but Pfizer could still finance this acquisition comfortably with its cash reserves [9]. Group 4: Future Considerations - Pfizer may delay acquisition decisions until it assesses the clinical development of its other experimental obesity drug, PF-07976016, but must act quickly to avoid losing potential targets to competitors [10][11].
Novo Nordisk Before Q1 Earnings: How Should Investors Play the Stock?
ZACKS· 2025-04-29 15:20
Novo Nordisk (NVO) is expected to beat estimates when it reports its first-quarter 2025 results before the opening bell on May 7, 2025. The Zacks Consensus Estimate for quarterly revenues in the to-be-reported quarter is pegged at $11.33 billion, while the same for earnings is pinned at 91 cents per share. (See the Zacks Earnings Calendar to stay ahead of market-making news.)In the past 30 days, the Zacks Consensus Estimate for Novo Nordisk’s 2025 earnings per share (EPS) declined from $3.88 to $3.81. Durin ...
LifeMD Announces Plans to Expand Affordable Access to Wegovy® for Cash-Pay Patients
Globenewswire· 2025-04-29 12:05
NEW YORK, April 29, 2025 (GLOBE NEWSWIRE) -- LifeMD, Inc. (Nasdaq: LFMD), a leading provider of virtual primary care services, announced plans to offer broad, affordable, and streamlined access to Wegovy® (semaglutide) through NovoCare® Pharmacy. This integration offers a simplified pathway for cash-pay patients to access all FDA-approved dose strengths of Wegovy® directly within LifeMD’s virtual care platform. LifeMD’s weight management program is one of the fastest-growing cash-pay offerings in the countr ...