Indian firms are gearing up to supply the basic ingredient that goes in making copies of Novo's weight-loss drugs https://t.co/htCapzPlkP ...

British drugmaker GSK Plc pledged to invest $30 billion in the US over the next five years, making the announcement as President Donald Trump arrives in the UK for a highly anticipated state visit https://t.co/HkyI54iRBe ...

US regulators issued a flurry of letters calling out pharmaceutical companies for allegedly misleading ads https://t.co/nDUos3cssQ ...

The struggles of Novo Nordisk has economists wondering whether Denmark's economy relies too heavily on the success of the company -- and its blockbuster weight loss drugs https://t.co/oobJqrCUvI ...

Market Dynamics - Shares of Eli Lilly and Novo Nordisk experienced a decline [1] - US regulators established a "green list" of foreign manufacturers producing raw materials for GLP-1 drugs [1] Regulatory Landscape - The "green list" allows compounding pharmacies to create copies of blockbuster GLP-1 drugs [1]

Goldman Sachs and KKR are among lenders providing around €1.4 billion of one of the most expensive types of debt to back CapVest Partners’ acquisition of a majority stake in German drugmaker Stada Arzneimittel AG https://t.co/RXjEOE2v7s ...

Demand for Novo’s weight-loss blockbuster Wegovy is getting a boost in the UK from an unexpected corner: arch-rival Eli Lilly https://t.co/GLKpjCQVSC ...

Analyst Actions & Forecasts - Link Partners downgraded Eli Lilly (LLY) to market perform from outperform [1] - Link Partners lowered the price target for Eli Lilly from $944 to $715 [1] - Link Partners reduced 2030 orforglipron sales estimate from approximately $22 billion to $14 billion [3] - The analyst still expects orforglipron to be a mega-blockbuster drug [3] Competitive Landscape - Novo Nordisk is a wounded competitor in the obesity drug market duopoly and may resort to price competition [4][5] - Emerging competitors with novel therapies will increase market competition by the end of the decade [5] - Several companies are developing obesity assets in late-stage clinical development, including Amgen, AstraZeneca, Roche, Structure Therapeutics (GPCR), Viking Therapeutics, and Metacrine (META) [9] Market Access & Coverage - Employer coverage of anti-obesity medicines has not expanded significantly in the past 18 months and may not do so in the next 6 months [6] - Approximately 50 to 55 million commercial lives have coverage for anti-obesity medicines [7] - High-margin employers are more likely to offer coverage for these medications, while middle and low-margin employers may not have the financial resources due to the high prevalence of obesity [7]

A widening gulf between the stock performances of Novo and its main competitor Lilly has drawn comparison with two of the world’s largest luxury-goods makers https://t.co/laJDl6f0bK ...