Eli Lilly and Company (NYSE:LLY) is included among the Goldman Sachs Dividend Stocks: Top 14 Stock Picks. Eli Lilly (LLY) Seen Resilient as BofA Downplays Novo Nordisk GLP-1 Price Impact On February 24, BofA said Novo Nordisk’s decision to cut GLP-1 list prices may draw attention, but the firm does not expect a meaningful impact on the US market. BofA views the move mainly as an effort to lower copay and coinsurance costs for patients, especially in cases where those costs are tied to the list or WAC pri ...

Key Takeaways LLY's Mounjaro and Zepbound generated $36.5B in 2025, about 56% of total revenuesLilly's duo leads U.S. diabetes and obesity new scripts, topping Novo Nordisk's semaglutide drugs.LLY plans to launch its oral GLP-1 orforglipron in the United States in 2026.Eli Lilly’s (LLY) key top-line drivers are its GLP-1 medicines, Mounjaro for type II diabetes and Zepbound for obesity. Despite being on the market for slightly more than three years, Mounjaro and Zepbound have seen exceptional sales growth, ...

Core Viewpoint - Novo Nordisk, once a leader in the GLP-1 weight loss drug market, is facing significant challenges, including pricing pressure, competition, and setbacks in its drug pipeline, leading to a substantial decline in stock value [1][10][14]. Market Position and Competition - Novo Nordisk's market share has decreased to approximately 40%, while Eli Lilly has captured about 60% of the market [2]. - The company is aware of the competitive landscape and pricing challenges, with CEO Mike Doustdar indicating that sales are expected to decline before recovering [2][11]. Financial Performance - The combined sales of Novo's two major drugs, Ozempic and Wegovy, reached around $32 billion, constituting about 67% of total sales last year [6]. - In contrast, Eli Lilly's top two drugs generated approximately $37 billion, representing 56% of its total sales [6]. - Novo Nordisk anticipates a sales and profit decline of 5% to 13% in 2026, marking the first annual sales drop since 2017 [16]. Stock Performance - Novo's stock has plummeted by 75% from its peak of over 1,000 Danish kroner per share in mid-2024, while Eli Lilly's stock has surged by 400% during the same period [13][14]. Future Prospects - The company is pinning hopes on new products like the Wegovy pill and CagriSema to drive future growth, although recent trial results for CagriSema have raised doubts about its commercial viability [17][18]. - The competitive landscape is expected to intensify as other large-cap pharmaceutical companies plan to enter the weight loss drug market with differentiated offerings [17].

Drugmaker Novo Nordisk plans to slash list prices for its wildly popular weight-loss and diabetes drugs Wegovy and Ozempic by as much as 50%, according to a report.Starting next January, Wegovy and Ozempic will each list for $675 a month – half of Wegovy’s current price tag and a 34% drop for Ozempic, the Wall Street Journal reported Tuesday.Pill versions of both drugs, including a version known as Rybelsus, will also see the price cuts, according to the report.Drugmaker Novo Nordisk plans to slash list pri ...

Key Takeaways Lilly's Mounjaro and Zepbound drove $36.5B in 2025 sales, fueling strong cardiometabolic growth.Novo Nordisk expects 2026 sales and operating profit to decline amid competition and pricing pressure.LLY shares rose 17.4% in a year, while NVO plunged 56.4%.Novo Nordisk (NVO) and Eli Lilly (LLY) lead the diabetes and obesity market, driven by blockbuster GLP-1 therapies. Lilly sells its dual GIP/GLP-1 agonist tirzepatide as Mounjaro for type II diabetes and as Zepbound for obesity. Novo Nordisk m ...

远程医疗平台Hims & Hers Health最新季度销售额上升，该公司持续扩充治疗项目范围，订阅用户数量 也有所增长。 Dudum表示，GLP‑1类药物确实为业务增长提供了显著助力，但这类药物只是其全球化消费平台中单一 领域的单一疗法，而随着持续投入，该平台正变得更加强健、多元。 他称，Hims & Hers仅有一小部分订阅用户使用复方GLP‑1类药物，这表明平台的影响力远不止于减重 领域。 他补充道，尽管并非所有新业务都能达到减重业务的增长速度，但凭借超级碗广告后用户接受度的快速 提升，公司有信心睾酮治疗、更年期护理及检测服务业务在不久的将来年营收均突破1亿美元。 "这三大新业务板块不只是新增服务，更是我们与客户建立更深度联结、创造更多价值的起点。" 尽管这家远程医疗平台预计今年增长势头将延续，但其第一季度业绩指引低于华尔街预期。 截至当日收盘，其股价在过去一年累计下跌69.8%。 这份财报发布之际，Hims & Hers正面临诺和诺德提起的诉讼，后者要求禁止该公司销售其减重药物的 仿制品。诺和诺德指控Hims & Hers侵犯司美格鲁肽相关专利，而Hims & Hers则批评该诉讼是在打压平 价药物选 ...

Core Insights - Pfizer has entered a licensing agreement with Sciwind Biosciences for the type 2 diabetes treatment ecnoglutide, with potential payments reaching up to $495 million based on milestone achievements [1] - This deal is a strategic move for Pfizer to enhance its presence in the metabolic field within China [1] - Ecnoglutide is part of the GLP-1 receptor agonists class, which has attracted investments from various pharmaceutical companies [1] Company Developments - Sciwind Biosciences has received approval for ecnoglutide in China as of January and is also pursuing approval for an experimental version aimed at weight management [1] - The agreement includes an upfront fee and additional payments linked to regulatory and sales milestones, specifically for the commercialization of ecnoglutide in mainland China [1] - Unlike competitors' products, ecnoglutide will not be included in China's state-run health insurance for type 2 diabetes treatments [1]

诺和诺德股价周一盘前下跌13.8%，原因是公司宣布其新一代减重药物未能达到关键目标——效果不劣 于礼来的竞品。 此前，诺和诺德减肥药广告还被FDA认定"虚假或有误导"。 美国食品药品管理局（FDA）在美东时间2月9日周一公布的致诺和诺德信函中指出，该司广告暗示旗下 Wegovy的口服药片相比其他GLP-1减肥药具有优越性，且将药物定位为应对更广泛生活挑战的解决方 案，而非针对特定疾病的治疗，这些宣传均无数据支持。 FDA信函要求诺和诺德，在15个工作日内提供类似促销内容的清单，并说明停止此类宣传或停止分发 Wegovy的计划。诺和诺德发言人Liz Skrbkova回应称，公司认真对待所有监管反馈，正在准备回复FDA 以解决其对广告呈现方式的担忧。 诺和诺德在周一早间声明中表示，在 84 周治疗后，其药物CagriSema未能达成与礼来替尔泊肽 （tirzepatide）对比减重效果非劣效的主要终点。 替尔泊肽是礼来旗下重磅药物 Mounjaro 与 Zepbound 的有效成分，这两款药在美国处方量已超越诺和诺 德的司美格鲁肽（商品名 Ozempic、Wegovy）。 诺和诺德在哥本哈根上市的股票下跌 15% ...

Novo Nordisk’s stock hit a 52-week low after its REDEFINE 4 trial failed to demonstrate non-inferiority in weight loss compared to Eli Lilly’s tirzepatide, marketed under the Zepbound and Mounjaro brands.The trial showed a weight loss of 20.2% with CagriSema versus 23.6% with tirzepatide, leading to a significant drop in Novo Nordisk shares.The REDEFINE 4 trial involved 809 subjects over 84 weeks, and while CagriSema demonstrated a safe profile, the results did not meet expectations.William Blair analyst An ...

Novo Nordisk Trips in the Obesity Race - Moby THE GIST Novo Nordisk just learned the hard way that in the obesity drug arms race, close is not good enough. A key head-to-head trial showed its next big shot failed to match Eli Lilly’s market leader, and investors responded by knocking about 15% off the stock in a single session. WHAT HAPPENED Novo Nordisk said its experimental once-weekly obesity injection CagriSema delivered 23% average weight loss after 84 weeks in a late stage trial. That compared with ...