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Novo Nordisk's Lead Fades, Eli Lilly Holds Course For Outsized Gains, Says Analyst
Benzinga· 2025-08-15 17:54
Core Viewpoint - Eli Lilly plans to significantly increase the list price of its weight-loss and type 2 diabetes drug Mounjaro in the UK, reflecting heightened competition in the obesity drug market, particularly with Novo Nordisk [1][2]. Pricing Strategy - Starting in September, the highest monthly dose of Mounjaro will see a price increase from £122 to £330, marking a 170% rise to align with prices in other European markets [1]. - Bank of America Securities reported that Eli Lilly intends to double GLP-1 drug prices in the UK, although the specific customers affected remain unclear [2]. Market Context - Similar price adjustments are anticipated in other European markets, where GLP-1 manufacturers typically lack formal pricing agreements with governments, resulting in out-of-pocket costs for patients [3]. - The pricing strategy aligns with a "most favored nation" (MFN) pricing concept discussed recently, aiming to raise drug prices outside the U.S. while lowering them domestically [3][4]. Company Initiatives - Eli Lilly has initiated pricing strategies, including the "Lilly Direct" direct-to-consumer channel for Zepbound and other medications, which aims to bypass pharmacy benefit managers [5]. - While direct-to-consumer initiatives may enhance access, they are expected to have minimal impact on profit and loss, particularly for obesity drugs [6]. Investor Sentiment - Investors in the obesity sector are increasingly anxious due to the competitive landscape, with Novo Nordisk's lead diminishing and Eli Lilly's stock volatility [7]. - Bank of America maintains a Buy rating for Eli Lilly, projecting a price target of $900, citing strong growth potential at a reasonable valuation [7]. Stock Performance - Eli Lilly's stock was trading higher by 0.85% at $690.27 as of the last check [8].
UnitedHealth's Best Day Since 2008, Intel's Best Weekly Gain In Decades: What's Moving Markets Friday?
Benzinga· 2025-08-15 17:46
Market Overview - Major tech-heavy indices experienced declines, with the S&P 500 and Nasdaq 100 down 0.3% and 0.6% respectively, influenced by cautious investor sentiment ahead of the Trump-Putin meeting and a dip in consumer confidence [1] - The Dow Jones outperformed, rising 0.2% to surpass the 45,000-point mark, driven by a rally in pharmaceutical stocks [2] Company Performance - Intel Corp. (INTC) saw a significant increase of 7% as reports emerged that the U.S. administration is considering taking a stake in the company to enhance domestic chip manufacturing, marking a 26% rise for the week, the largest weekly gain since January 1975 [2] - UnitedHealth Group Inc. (UNH) was the standout performer, surging 14% after Berkshire Hathaway disclosed its purchase of shares, recovering from a previous decline of over 40% year-to-date [3][10] - The Health Care Select Sector SPDR Fund (XLV) outperformed the market, increasing by 1.88%, with notable gains in pharmaceutical stocks such as Centene Corp. (CNC) up 6.2%, Moderna Inc. (MRNA) up 6.63%, and Molina Healthcare Inc. (MOH) up 4.88% [10] Economic Indicators - Retail sales for July increased by 0.5% month-over-month, aligning with forecasts, but consumer sentiment dropped to 58.6 in August from 61.7 in July, missing expectations [4] - Inflation expectations rose, with the one-year outlook increasing to 4.9% from 4.5% and the five-year measure rising to 3.9% from 3.4% [4]
Lilly's Mounjaro (tirzepatide), a GIP/GLP-1 dual agonist, demonstrated cardiovascular protection in landmark head-to-head trial, reinforcing its benefit in patients with type 2 diabetes and heart disease
Prnewswire· 2025-07-31 10:45
Core Insights - Mounjaro (tirzepatide) demonstrated non-inferiority to Trulicity (dulaglutide) in reducing major adverse cardiovascular events (MACE-3) with an 8% lower rate of such events [1][2] - Mounjaro showed a 16% reduction in all-cause mortality compared to Trulicity, indicating broader health benefits [1][2] - The SURPASS-CVOT trial is the largest and longest study of tirzepatide, involving over 13,000 participants across 30 countries [1][6] Group 1: Trial Results - Mounjaro achieved a hazard ratio of 0.92 for MACE-3 events, meeting the criteria for non-inferiority [2][3] - The trial reported a 39% reduction in all-cause mortality when comparing Mounjaro to a hypothetical placebo [2][3] - Mounjaro also showed a significant improvement in estimated glomerular filtration rate (eGFR) decline in patients with chronic kidney disease, with a treatment difference of 3.54 mL/min/1.73 m² at 36 months [2][3] Group 2: Efficacy and Safety - Mounjaro led to greater reductions in A1C levels and body weight compared to Trulicity, with a treatment difference of -0.83% in A1C and -7.1% in body weight [4][5] - The most common adverse events for both Mounjaro and Trulicity were gastrointestinal-related, with 13.3% of Mounjaro participants discontinuing treatment due to adverse events compared to 10.2% for Trulicity [5][6] - Safety profiles for both drugs were consistent with established data, indicating that Mounjaro is a viable option for patients with type 2 diabetes and cardiovascular disease [2][5]
Zepbound (tirzepatide) showed superior weight loss over Wegovy (semaglutide) in complete SURMOUNT-5 results published in The New England Journal of Medicine
Prnewswire· 2025-05-11 22:01
Core Insights - Eli Lilly's Zepbound (tirzepatide) demonstrated superior efficacy in weight loss compared to Wegovy (semaglutide) in the SURMOUNT-5 trial, achieving an average weight loss of 20.2% versus 13.7% at 72 weeks [1][2][3] Group 1: Trial Results - Zepbound participants lost an average of 50.3 lbs (22.8 kg), while Wegovy participants lost an average of 33.1 lbs (15.0 kg), indicating a 47% greater relative weight loss with Zepbound [2] - In key secondary endpoints, 64.6% of Zepbound participants achieved at least 15% weight loss compared to 40.1% for Wegovy [2][5] - Zepbound also showed a greater average waist circumference reduction of 7.2 inches (18.4 cm) compared to 5.1 inches (13.0 cm) for Wegovy [2][5] Group 2: Safety and Tolerability - The safety profile of Zepbound was consistent with previous trials, with gastrointestinal-related adverse events being the most common and generally mild to moderate [5] - 6.1% of Zepbound participants discontinued treatment due to adverse events, compared to 8.0% for Wegovy [5] Group 3: Product Information - Tirzepatide is marketed as Zepbound in the U.S. for adults with obesity or overweight with weight-related medical problems, and as Mounjaro for type 2 diabetes [6][10] - Zepbound is FDA-approved for adults with moderate-to-severe obstructive sleep apnea and obesity [10]