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Can Lilly's Next-Gen Obesity Drugs Help Sustain Its Market Dominance?
ZACKS· 2025-11-14 15:02
Key Takeaways Lilly's obesity portfolio features late-stage candidates orforglipron and retatrutide.Orforglipron, a daily oral GLP-1 pill, could offer a convenient option versus injectables.Retatrutide may enable deeper and faster weight loss, with key phase III data due from 2025-2027.Eli Lilly and Company (LLY) is one of the two companies that dominate the booming diabetes and obesity space, driven by its successful GLP-1 therapies — Mounjaro for diabetes and Zepbound for weight loss, both comprising the ...
川普大药房:减肥药打2折,让美国人减重5600万公斤
虎嗅APP· 2025-11-14 14:21
本文来自微信公众号: 酷玩实验室 ,作者:酷玩实验室,题图来自:视觉中国 以下文章来源于酷玩实验室 ,作者酷玩实验室 酷玩实验室 . 关注中国科技发展与产业升级! 是什么谈判,能把人直接吓晕? 11月6日的白宫发布会上,特朗普高调宣布,经过自己与药企的谈判后,减肥药即将大降价,发布会 开着开着,他身后的一位谈判代表,突然两腿发软,瘫倒在地上,发布会因此紧急中断。 不管是哪家,都有足够的理由晕,因为谈判实在是太刺激啦!降价幅度也过于惊人。 这两家公司的注射减肥药产品,Wegovy,原本价格为1350美元/月,Zepbound,原价1086美元/月, 被特朗普砍到了350美元,直接"打骨折",这个优惠价格,可以通过美国官方医保Medicare的渠道享 受到,也可以在2026年启用的TrumpRx.gov平台上,直接用这个低价购买。 记住TrumpRx这个名字,它可能会载入美国的史册。 据称,晕倒的人就是诺和诺德的经理戈登·芬德利,不过也有美国媒体认为,被抬走的其实是礼来公 司派来的一名代表。 让美国再次健康 时间回到今年5月11日,特朗普突然发推宣布,自己要签署"美国历史上最重要的行政命令之一",将 药品价格立即 ...
Market Whiplash: The Trump Economy’s Daily Double-Take
Stock Market News· 2025-11-14 06:00
Ah, the financial markets. A bastion of calm, predictable logic, right? Not when President Donald J. Trump is at the helm, it seems. The past few weeks alone have delivered a dizzying array of pronouncements, threats, and “historic deals” that would give even the most seasoned investor a case of whiplash. From tariffs that swing like a pendulum to drug price cuts that send pharmaceutical giants scrambling, the market’s relationship with the current administration remains, shall we say, complicated. It’s les ...
Mangoceuticals Provides Clarification on Launch of Branded GLP-1 Weight-Management Programs
Globenewswire· 2025-11-14 00:37
Core Viewpoint - Mangoceuticals, Inc. has launched two weight-management programs, MangoRx Direct and PeachesRx Direct, allowing patients to access FDA-approved GLP-1 medications from Eli Lilly and Novo Nordisk through its platform [2][4]. Group 1: Program Details - The MangoRx Direct and PeachesRx Direct programs are licensed to issue valid prescriptions for GLP-1 medications, including Zepbound and Wegovy, through a third-party provider [2][5]. - Patients can fill prescriptions at any licensed pharmacy, with the medical operations and prescribing providers vetted by an independent third-party provider [3][5]. - The programs offer telehealth consultations, personalized care plans, and ongoing support for a monthly fee of $99, excluding medication costs [6]. Group 2: Company Overview - MangoRx focuses on men's health and wellness products via a secure telemedicine platform, targeting areas such as erectile dysfunction, hair growth, hormone replacement therapies, and weight management [7]. - The company aims to provide a smooth telemedicine experience, with prescription requests reviewed by physicians and fulfilled through partner pharmacies [7].
Pfizer CEO vows company will be a ‘formidable competitor’ in booming weight-loss market after $10B buy
Fox Business· 2025-11-13 17:55
Pfizer Inc. is doubling down on the booming weight-loss drug race, with CEO Albert Bourla declaring the company will be a "formidable competitor" after securing a $10 billion deal to acquire obesity-drug developer Metsera. "Pfizer, when it plays, plays big, and we will, as we did in COVID, as with Lipitor, as [with] Viagra, with all the medicines that we have invented and brought to the market, we will do the same with obesity," Bourla said Thursday on "Mornings with Maria."The deal allows the pharmaceutica ...
Mangoceuticals Partners with Eli Lilly and Novo Nordisk to Deliver Affordable Access to Zepbound and Wegovy for Obesity Management
Globenewswire· 2025-11-13 12:00
Dallas, Texas, Nov. 13, 2025 (GLOBE NEWSWIRE) -- Mangoceuticals, Inc. (NASDAQ: MGRX) ("Mangoceuticals" or the "Company"), a company focused on developing, marketing, and selling a variety of health and wellness products via a secure telemedicine platform under the brands MangoRx and PeachesRx, and a pioneer in innovative wellness solutions, is excited to announce that it has launched MangoRx Direct and PeachesRx Direct, two integrated programs that provide direct access to authentic Zepbound® (tirzepatide) ...
2 Quality Healthcare Stocks That Could Build a Strong Foundation for Beginner Investors
The Motley Fool· 2025-11-13 09:40
Healthcare stocks have plenty to offer new investors.Global populations are aging, a reality that is leading to increased demand for healthcare services, chronic disease management, and age-related treatments. This demographic shift is a major driving force behind the long-term growth prospects of the healthcare sector, and that also presents tremendous opportunities for buy-and-hold investors.If you are a beginner investor and want to start or grow your investments in the healthcare space, here are two qua ...
1 Incredible Reason to Buy LLY's Stock in November
The Motley Fool· 2025-11-13 09:25
Core Insights - Eli Lilly has secured a deal with the Trump administration that could significantly boost its stock value [1][5] - The company’s drug tirzepatide, marketed as Mounjaro and Zepbound, has become the best-selling drug globally, with year-to-date sales of $24.8 billion [2][10] - The agreement will allow Medicare to cover GLP-1 weight loss drugs at discounted prices, expanding access to millions of recipients [6][10] Company Overview - Eli Lilly's current stock price is $1017.78, with a market capitalization of $962 billion and a gross margin of 83.03% [3] - The company leads the weight-loss drug market with a 57% market share, and the market is projected to exceed $200 billion in annual sales by 2031 [10][11] Market Dynamics - The deal with the Trump administration will lower the cash price of Zepbound from approximately $500 to as low as $150 for eligible Medicare recipients [8] - An estimated 1-in-10 Medicare recipients may qualify for the discounted drugs, which could significantly increase the number of prescriptions [6][9] - The overall number of patients starting GLP-1 treatments for non-diabetic purposes has surged by 700% since 2019, indicating a growing market potential [9] Future Prospects - The agreement is expected to enhance Eli Lilly's position in the expanding weight-loss drug market, with additional eligibility for Medicaid recipients anticipated by 2027 [7][10] - The introduction of a new "TrumpRx" website will facilitate access to these medications at reduced prices [8]
“地球上最畅销的药物”? 花旗:医保纳入改变一切,礼来口服GLP-1明年销售额将比市场预测高两倍
Hua Er Jie Jian Wen· 2025-11-13 08:07
款药物将为礼来的股价带来"显著的期权价值"。基于预期的2026年第一季度获批以及春季即将实现的广泛 医保覆盖,分析师认为其商业化时间线已经提前。 花旗将Orforglipron在2026年的销售额预测从5亿美元上调至18亿美元,与约4.7亿美元的市场共识形成鲜明 对比。更长远看,该药物的峰值销售额预测更是高达400亿美元以上。 Medicare转向带来多米诺骨牌效应 花旗上调礼来目标价至1500美元。分析师表示,随着美国医保(Medicare)对肥胖症治疗敞开大门,礼来 口服GLP-1新药Orforglipron的上市进程和市场渗透速度将经历远超市场预期的"暴力"拉升。 据追风交易台消息,花旗在11月12日的报告中表示,在与礼来CEO Dave Ricks进行路演交流后,对公司口 服GLP-1药物Orforglipron的前景变得"越来越乐观"。这 同时,礼来的注射剂产品Zepbound和Mounjaro也将从扩大的市场准入中受益,2030年销售额预测分别被上 调至262亿美元和381亿美元。 花旗强调,随着美国医保正式改变其立场,将肥胖症纳入覆盖范围,Orforglipron正经历里程碑式的转变。 分析师认 ...
X @The Wall Street Journal
From @WSJopinion: What do the ESPN sports network and the weight-loss drug Zepbound have in common? Middlemen are keeping both from consumers, writes Dave Stroup https://t.co/AA7QA3dz1O ...