We recently published Top 10 Non-AI Stocks Redditors are Buying Ahead of Potential Bubble Burst. Eli Lilly And Co (NYSE:LLY) is one of the top non-AI stocks redditors are buying. Eli Lilly And Co (NYSE:LLY) recently posted strong quarterly results amid robust growth from its diabetes and weight-loss products. With a diverse portfolio spanning oncology, immunology and neuroscience, Redditors believe the company can offset any potential weakness in GLP-1 drugs amid the US government’s push to lower prices. ...

Eli Lilly logo on modern glass office building facade with partly cloudy sky, South San Francisco, California, October 16, 2025. (Photo by Smith Collection/Gado/Getty Images)Gado via Getty ImagesEli Lilly’s stock (NYSE: LLY) soared nearly 50%, in the past six months, driven not only by outstanding earnings and a notable margin increase, but also by reaching a $1T market cap and excitement surrounding revolutionary GLP-1 and oral drug potentials. Let’s explore the factors behind this extraordinary surge. Sep ...

This live blog is refreshed periodically throughout the day with the latest updates from the market.To find the latest Stock Market Today threads, click here. Happy Monday. This is TheStreet’s Stock Market Today for Nov. 24, 2025. You can follow the latest updates on the market here in our daily live blog. Update: 9:30 a.m. ET Opening Bell The U.S. markets are now open. The Nasdaq (+1.33%) is starting the week on strong footing, trailed by the S&P 500 (+0.75%). Meanwhile, the Russell 2000 (+0.35%) and D ...

Eli Lilly hit $1 trillion in market value on Friday, making it the first drugmaker to enter the exclusive club dominated by tech giants and underscoring its rise as a weight-loss powerhouse.A more than 35% rally in the company’s stock this year has largely been driven by the explosive growth of the weight-loss drug market.Once seen as a niche category, obesity treatments are now one of the most lucrative segments in healthcare, with steadily rising demand. 4 Since the launch of Zepbound in late 2023, Lill ...

Key Takeaways NVO shares fell 10.2% in three months amid guidance cuts and weaker momentum for key GLP-1 drugs.Rising competition, slower Wegovy uptake and pricing pressure hit NVO's Q3, driving a second guidance cut.Novo Nordisk announced restructuring and a U.S. pricing deal as margin and execution risks mount.Novo Nordisk (NVO) shares have plunged 10.2% over three months as regulatory setbacks, a 2025 guidance cut, and softer demand for its blockbuster semaglutide-based (GLP-1) drugs, Ozempic (for type I ...

Core Insights - Novo Nordisk (NVO) is a leading player in the cardiometabolic market, primarily through its semaglutide-based drugs, Ozempic and Wegovy, which generated DKK 152.5 billion in the first nine months of 2025, with DKK 51.1 billion in Q3 [2][3] Sales Performance - Sales of Ozempic and Wegovy were weaker than expected, contributing to disappointing Q3 results, with earnings and revenues missing estimates due to increased competition from Eli Lilly (LLY) and the widespread use of compounded semaglutide in the U.S. [3][9] - Novo Nordisk's global diabetes market share has decreased to 31.6% as competition from Eli Lilly intensifies [3] Financial Outlook - Following Q3 results, Novo Nordisk revised its 2025 sales and operating profit outlook downward due to pricing pressures, competition, and foreign exchange challenges [3] - The company announced a restructuring program aimed at reducing its workforce by approximately 9,000 employees, targeting annualized savings of around DKK 8 billion by 2026 [4][9] Strategic Initiatives - Novo Nordisk has reached an agreement with the U.S. Administration to reduce prices for Ozempic and Wegovy starting in 2026, which is expected to enhance access and drive prescription growth [5] - The company is pursuing label expansions for its GLP-1 drugs, with Wegovy's label now including additional indications, and is awaiting FDA decisions on new formulations [6] Competitive Landscape - Eli Lilly is a significant competitor, with its tirzepatide-based drugs, Mounjaro and Zepbound, generating combined sales of $24.8 billion in the first nine months of 2025, accounting for 54% of Eli Lilly's total revenues [7] - Other companies, such as Viking Therapeutics, are also advancing in the GLP-1 space, with ongoing clinical trials for their candidates [8][10] Stock Performance and Valuation - Year-to-date, Novo Nordisk shares have declined by 42.9%, underperforming the industry and the S&P 500 [11] - The company's shares are trading at a price/earnings ratio of 12.69, lower than the industry average of 15.84, and significantly below its five-year mean of 29.25 [14] - Earnings estimates for 2025 have decreased from $3.85 to $3.64 per share, and for 2026 from $3.96 to $3.91 [16]

Financial Data and Key Metrics Changes - Total revenue for Q3 2025 increased by 12% to $12.9 million compared to $11.5 million in the same period last year [5][16] - Gross profit for Q3 2025 increased to $8.3 million, with a gross profit margin of 64.4%, up from 60.5% in the prior year [17][19] - Net loss attributable to stockholders decreased to $2 million, or $0.05 per share, compared to $4.7 million, or $0.14 per share in the prior year [19] - Cash used in operating activities decreased to $3.5 million for Q3 2025, down from $4.4 million in the prior year [20] Business Line Data and Key Metrics Changes - Revenue from the surgical aesthetics segment increased by 19% to $11.1 million compared to $9.3 million last year, driven by the commercial launch of the Aon body contouring system [5][16] - OEM revenue decreased by 18% to $1.8 million for Q3 2025, down from $2.2 million in the same period last year, due to reduced sales volumes to existing customers [7][17] Market Data and Key Metrics Changes - Domestic revenue increased by 20% year-over-year to $9.3 million, while international revenue decreased by 4% year-over-year to $3.5 million [17] - The company noted that the medical device industry typically experiences seasonality, with revenue trends generally lowest in the first and third quarters [17] Company Strategy and Development Direction - The company announced a rebranding of its advanced energy segment to "surgical aesthetics" to better align with its mission and the results delivered by its products [5] - The Aon body contouring system is positioned as a groundbreaking solution in the market, integrating multiple functions to enhance surgical outcomes [9][10] - The company is focusing resources on the surgical aesthetics segment, particularly the Aon launch, which is seen as the future of the company [7][23] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the market's response to the Aon system, highlighting strong pre-sales and initial deliveries [6][14] - The company anticipates continued growth driven by the increasing adoption of GLP-1 medications, which create a demand for body contouring solutions [12][34] - Management updated revenue guidance for 2025 to a range of $50.5 million to $52.5 million, reflecting the strength of the Aon launch [21][22] Other Important Information - The company has successfully reduced operating expenses to $9.1 million for Q3 2025, down from $10.6 million in the prior year, due to cost-cutting measures [18] - Cash and cash equivalents as of September 30, 2025, were $25.1 million, down from $31.7 million as of December 31, 2024 [21] Q&A Session Summary Question: Clarification on generator sales decline - Management explained that the decline in generator sales is due to the integration of existing generators with the new Aon system, which is classified as Aon sales [25][26] Question: Gross margin impact and future expectations - Management refrained from providing specific guidance on gross margins but indicated that the surgical aesthetics business typically has the highest gross margins [27][29] Question: Expected uptake in consumables alongside capital sales - Management noted that new customers adopting Renuvion technology would drive consumable sales, while existing customers may not see significant increases [32] Question: Market demand trends and GLP-1 dynamics - Management confirmed that the market is being disrupted by GLP-1 drugs, with a significant percentage of patients being new to aesthetics, indicating a growing opportunity [34][35] Question: Pipeline growth and implementation - Management acknowledged an increase in guidance due to strong interest in Aon and confirmed that a third party is assisting with installations to meet demand [45][46] Question: International rollout plans for Aon - Management indicated that while the focus is currently on the U.S. market, there are plans to register Aon in various international markets, including Europe and Latin America [48][49]

Key Points Eli Lilly is dominating the large and rapidly growing incretin analog market in the U.S. with its GLP-1 drug, tirzepatide. Its investigational oral GLP-1 drug, orforglipron, could significantly expand its target addressable market. The company also has a strong presence in therapeutic areas such as oncology, immunology, and neuroscience. 10 stocks we like better than Eli Lilly › Eli Lilly (NYSE: LLY) has reported an impressive performance for the third quarter, with both revenues and ea ...

Core Insights - Novo Nordisk A/S reported Q3 2025 earnings of $0.70 per ADR, missing the Zacks Consensus Estimate of $0.77, and down from $0.90 per ADR in the same quarter last year [1][7] - Total revenues reached $11.74 billion, a 5% increase year-over-year in Danish kroner and an 11% increase at constant exchange rates, but fell short of the Zacks Consensus Estimate of $11.88 billion [2][7] Revenue Breakdown - The Diabetes and Obesity Care segment generated sales of DKK 70.26 billion, an 11% increase, with notable growth in fast-acting insulin Fiasp, which saw a 67% revenue increase [4] - Sales of Ozempic reached DKK 30.74 billion, up 9%, while Rybelsus sales were DKK 5.44 billion, up 4% [5] - Obesity Care sales increased 18% to DKK 21.11 billion, with Wegovy sales growing 23% to DKK 20.35 billion, although growth was hindered by illegal compounded versions and competition from Eli Lilly [6][7] Rare Disease Segment - Sales in the Rare disease segment rose 9% to DKK 4.72 billion, with hemophilia A products increasing 18% and hemophilia B products up 29% [9] Cost and Expenses - Sales and distribution costs increased 14% to DKK 16 billion, driven by promotional activities for Wegovy [10] - Research and development costs surged 65% to DKK 15.39 billion, influenced by late-stage obesity research and restructuring charges [11] Outlook Adjustments - The company revised its 2025 sales growth forecast to 8-11% from 8-14% and operating profit growth to 4-7% from 4-10% [12] - The guidance reflects anticipated slower growth for the GLP-1 portfolio amid competition and pricing pressures, particularly in the U.S. market [13][14] Competitive Landscape - Novo Nordisk's global diabetes market share declined 2.3% to 31.6%, attributed to competition from Eli Lilly's Mounjaro and Zepbound, which generated combined sales of $14.7 billion in the first half of 2025 [15] - Eli Lilly reported strong Q3 results, further intensifying competition for Novo Nordisk [15] Strategic Initiatives - The company is pursuing expanded indications for its semaglutide drugs and has a robust pipeline for diabetes and obesity treatments [17] - A major restructuring program was announced to streamline operations and reinvest in core businesses, targeting annual savings of around DKK 8 billion by 2026 [20]

Core Viewpoint - Novo Nordisk has lowered its full-year profit and sales forecasts, indicating challenges in the competitive obesity drug market under new CEO Mike Doustdar's leadership [1][2]. Company Performance - The company is experiencing a significant decline in share price and slowing sales growth, leading to a CEO change and board restructuring [2]. - Novo's market value peaked in June 2024 but has since decreased by approximately 70%, returning to levels seen around Wegovy's launch in 2021 [4]. - Full-year operating profit growth is now expected to be between 4% and 7% for 2025, down from a previous forecast of 4% to 10% [5]. Competitive Landscape - Novo Nordisk faces intense competition from U.S. rival Eli Lilly and the emergence of compounded copycat drugs made from the same ingredients as branded drugs [5]. - The company has noted ongoing issues with "unsafe and unlawful mass compounding" of GLP-1 drugs, with an estimated 1 million people in the U.S. using these compounded versions [6]. Market Strategy - CEO Doustdar emphasized the need to intensify commercial efforts to enhance competitiveness and adapt to changing market dynamics and consumer behavior [3]. - The Danish Shareholders' Association expressed disappointment over the guidance downgrade but supports the ongoing transformation process within the company [7].