Ozempic® is now available at this reduced price to eligible self-pay LifeMD patientsNEW YORK, Sept. 30, 2025 (GLOBE NEWSWIRE) -- LifeMD, Inc. (Nasdaq: LFMD), a leading provider of virtual primary care, today announced an additional offering through its collaboration with Novo Nordisk that provides access to Ozempic® (semaglutide), a GLP-1 RA for patients with type 2 diabetes, at $499 per month. Through LifeMD’s integration with NovoCare® Pharmacy, eligible self-pay and uninsured patients, as well as insured ...

Core Insights - Eli Lilly and Company's stock has shown signs of recovery after a significant decline following its second-quarter results, moving above the 50-day Simple Moving Average, indicating a potential bullish trend [1][2][8] - The stock's recovery is attributed to positive data from the ATTAIN-2 phase III study on orforglipron, which met all primary and key secondary endpoints, alleviating some investor concerns raised by earlier disappointing data from the ATTAIN-1 study [3][4][8] Company Performance - Lilly's stock has increased by 18% since the second-quarter results, reflecting improved investor sentiment [4] - The company's cardiometabolic division is its strongest segment, driven by the success of GLP-1 therapies Mounjaro and Zepbound, which together account for approximately 50% of total revenues [5][6] - Mounjaro and Zepbound have seen rising demand, with production capabilities expected to increase significantly in the second half of 2025 [10][9] Product Pipeline and Growth - Lilly is expanding its obesity treatment pipeline, with several new molecules in clinical development, including orforglipron and retatrutide [14][16] - The company has launched Mounjaro in new international markets and received regulatory approvals for additional indications, which are expected to further boost sales [12][11] - Lilly anticipates revenues between $60.0 billion to $62.0 billion in 2025, representing over 30% year-over-year growth [35] Competitive Landscape - The obesity market is projected to reach $100 billion by 2030, leading to increased competition, particularly from Novo Nordisk and other companies developing GLP-1-based therapies [22][24] - Lilly faces competition from Novo Nordisk's semaglutide products and other emerging candidates from companies like Amgen and Viking Therapeutics [22][23][25] Stock Valuation and Estimates - Lilly's stock is currently trading at a price/earnings ratio of 26.35, higher than the industry average of 14.79, but below its 5-year mean of 34.54 [30][27] - The Zacks Consensus Estimate for 2025 earnings per share has increased from $21.90 to $23.03 over the past 60 days, indicating a positive outlook from analysts [33][34] - Despite competitive pressures and a high valuation, the stock's recent recovery suggests potential for long-term investors [36]

Market Overview - The current investment landscape appears stable but is experiencing underlying chaos due to geopolitical tensions, deglobalization, rising debt levels, and supply chain disruptions [2] - Nominal growth is faster but also more volatile and unpredictable, with companies needing to find internal resilience as external support from low interest rates and inflation diminishes [2] Structural Innovations - Innovations such as AI, blockchain, GLP-1 therapies, and decarbonization are fundamentally reshaping business growth [3] - Traditional business models, particularly in software, are threatened by AI's ability to produce similar outputs at low costs [3] Economic Shifts - The year 2025 is seen as a pivotal point marking the end of the initial phase of significant economic regime shifts, with multiple macroeconomic pillars unwinding simultaneously [5] - The U.S. Treasury is now offering meaningful yields on new debt, leading to an annual interest expense approaching $1 trillion, which presents immediate fiscal challenges [10] Supply Chain and Inflation - Governments are localizing supply chains and building strategic stockpiles, leading to inefficiencies and increased costs in infrastructure and manufacturing [11][12] - A new regime of persistent inflation is anticipated, driven by constrained supply and inelastic demand, affecting affordability for consumers and corporations [13] Corporate Performance - The ClearBridge Value Strategy outperformed its benchmark, with strong contributions from sectors like utilities and communication services, particularly benefiting from AI-related developments [19][20] - The health care sector faced challenges due to regulatory concerns and rising medical costs, impacting major companies like UnitedHealth Group [21] Portfolio Positioning - A shift towards value-oriented investments is noted, with sectors tied to industrial activity and energy production expected to benefit from infrastructure rebuilding [23] - The strategy emphasizes the importance of companies with pricing power and real assets, as traditional safe havens face valuation pressures [23] Outlook - The U.S. economy is currently supported by fiscal expansion, but concerns about sustainability are rising, with tariffs and immigration policies likely to increase inflation and reduce growth [26][27] - Opportunities are identified in real assets like gold and copper, which serve as hedges against inflation and geopolitical risks [27]

Analyst & Investor Day May 22, 2025 New York, New York 1 Welcome to Analyst & Investor Day Pravesh Khandelwal Vice President, Investor Relations 2 2 Forward-looking statements Safe Harbor Statement Regarding Forward-Looking Statements This presentation contains express or implied "forward-looking statements" as that term is defined in the Private Securities Litigation Reform Act of 1995 and other securities laws. These forward-looking statements concern our current expectations regarding our future results ...