Weight-loss drugs are coming for a new customer—those who aren't overweight. Advertising and prescription loopholes have raised new concerns about the age-old intersection of body image, medicine and regulation https://t.co/avkq2wqThk https://t.co/9vf69HlCtd ...

The global weight loss drug market, perhaps ironically, is growing like gangbusters these days. Globally, it’s set to expand from $15 billion in 2024 to $150 billion by 2035, according to Morgan Stanley.The asset management giant reports that 11% of the global eligible population of 1.3 billion people are taking weight-loss drugs, including 20% of eligible patients in the U.S. and 10% in other countries. Morgan Stanley cites expanded supply and clinical benefits for other diseases, such as heart and kidney ...

Eli Lilly (LLY) just became the first healthcare company to join the $1 trillion market cap club. Shares are trading at a new all-time high on Friday, Nov. 21. The stock is up 40% in the past year and nearly 80% in the past two years. Analysts remain highly confident, with a “Strong Buy” rating and price targets as high as $1,500. Today’s Featured Stock Newly valued at $1 trillion, Eli Lilly (LLY) is no stranger to Chart of the Day. In fact, my colleague and regular contributor Jim Van Meerten h ...

Weight-loss drugmaker Eli Lilly hit a $1 trillion market cap, joining a select group of mostly tech companies https://t.co/ftoN00Qckm ...

The appetite for weight-loss drugs has been insatiable since they hit the market a decade ago. As pharmaceutical firms elbow each other for a slice of the pie, the buffet of options will grow in 2026 https://t.co/9RjiPe583n ...

Group 1: Acquisition and Market Positioning - Pfizer Inc. has secured a $10 billion deal to acquire obesity-drug developer Metsera, positioning itself as a "formidable competitor" in the weight-loss drug market [1][5] - The acquisition allows Pfizer to gain rights to new weight-loss treatments that are still in trials, entering a competitive space dominated by GLP-1 drugs like Eli Lilly's Zepbound and Novo Nordisk's Wegovy [1][5] - Pfizer expects to launch its first weight-loss treatment by the end of 2028, targeting a market estimated at approximately $150 to $200 billion [2] Group 2: Strategic Initiatives and Drug Pricing - Pfizer is aligning with the Trump administration's initiative to lower prescription drug prices through the forthcoming TrumpRx platform, which aims to provide Americans with direct access to medications [6][8] - The company plans to integrate its drugs with the TrumpRx initiative to enhance access to medications, potentially increasing patient adherence to prescriptions [8][9] - A complete website featuring over 40 products will be ready by December to support the launch of TrumpRx, facilitating logistics for patients [9]

President Trump announced his administration secured deals with Eli Lilly and Novo Nordisk to slash prices for their blockbuster weight-loss drugs, Zepbound and Wegovy, in exchange for tariff relief https://t.co/HPSBbvUzWw https://t.co/5lpeQcoKSJ ...

Core Viewpoint - Hims & Hers Health Inc. is in preliminary talks with Novo Nordisk A/S to potentially sell its upcoming obesity pill on its telehealth platform, which could enhance revenue opportunities for the company, although no definitive agreement has been reached yet [1][2]. Group 1: Financial Performance - Hims reported $599 million in revenue for the quarter, exceeding Wall Street's average estimates [2]. - The company has adjusted its sales guidance for the year to a maximum of $2.36 billion, slightly below the previous forecast of $2.4 billion [4]. Group 2: Market Dynamics - Hims has shifted its business focus towards weight-loss drugs, initially offering alternatives during shortages of Novo and Eli Lilly's products, but is now facing regulatory scrutiny on copycat drugs, impacting its sales [3]. - The previous partnership with Novo ended in June due to accusations of deceptive marketing related to copycat versions of Novo's Wegovy [2][3]. Group 3: Analyst Insights - Analysts suggest that a partnership with Novo could alleviate market pressures on Hims' ability to sell weight-loss drugs [4]. - Investor expectations had already adjusted downwards prior to earnings, making the softer fourth-quarter guidance less surprising, with ongoing debates about growth headwinds and new product launches [5].

If there was any doubt about who truly runs Danish weight-loss drugmaker Novo, Lars Rebien Sorensen just settled it https://t.co/EJEjPIEz7J ...

Core Insights - Eli Lilly is significantly increasing its production capacity for incretin therapies, expecting to produce at least 1.8 times the number of sellable doses in 2025 compared to 2024, to meet rising global demand for treatments like Mounjaro and Zepbound [1] - The company raised its 2025 full-year revenue guidance to $60 billion to $62 billion, anticipating a 37% increase in revenue and a 75.8% increase in earnings for the full year [1][2] - Mounjaro achieved $5.2 billion in global sales in Q2, while Zepbound contributed $3.4 billion, leading to a 38% increase in total revenue and a 61% growth in adjusted earnings in the same quarter [2] Company Performance - In the Phase 3b SURMOUNT-5 trial, Zepbound outperformed Novo Nordisk's Wegovy, with participants losing an average of 20.2% of their body weight compared to 13.7% on Wegovy, marking a 47% greater relative reduction [3] - Eli Lilly is valued at $685.7 billion and is recognized for its treatments for diabetes and obesity, while also focusing on various therapeutic areas including oncology, immunology, and neuroscience [4] Market Dynamics - The weight-loss drug market is rapidly growing, projected to be worth $381.5 billion by 2033, with Eli Lilly challenging Novo Nordisk's dominance in this space [5] - Both companies are competing aggressively, with Eli Lilly's Mounjaro and Zepbound emerging as serious contenders against Novo Nordisk's established products [5][16] Analyst Ratings - Eli Lilly has received a "Strong Buy" rating from Wall Street, with 18 out of 27 analysts recommending it, and an average price target suggesting a 24% increase from current levels [7] - Analysts expect Eli Lilly's revenue to grow by 18.6% and earnings by 32.8% in 2026, indicating strong future performance [1] Competitive Landscape - Novo Nordisk, valued at $248 billion, has faced challenges due to lawsuits related to its treatments, which could impact its market position [8][10] - Despite a strong first half in 2025, Novo Nordisk has reduced its growth forecast for its GLP-1 medicines, indicating potential vulnerabilities in its market strategy [12][14]