The booming GLP-1 space was built on weekly injections. In 2026, new obesity pills will push the market into its next chapter.Patients are already getting their hands on the first GLP-1 pill for obesity from Danish drugmaker Novo Nordisk — a once-daily drug that shares the same brand name as its popular injection Wegovy. A GLP-1 pill from the company's chief rival Eli Lilly isn't far behind, with a U.S. approval expected within months. For some people, pills may serve as a more convenient — and potentially ...

Heidi Overton, Novo Nordisk CEO Maziar Mike Doustdar, Eli Lilly CEO David A. Ricks, and U.S. Secretary of Commerce Howard Lutnick listen while U.S. President Donald Trump announces a deal with Eli Lilly and Novo Nordisk on to reduce the prices of GLP-1 weight‑loss drugs during an event in the Oval Office at the White House in Washington, D.C., U.S. Nov. 6, 2025.A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subs ...

Key Takeaways JNJ agreed to match U.S. drug prices under Trump's MFN plan and received a tariff exemption.JNJ is advancing a $55B plan to expand U.S. manufacturing, research and technology by early 2029.JNJ is building new U.S. facilities in Pennsylvania and North Carolina, including a $2B biologics plant.Johnson & Johnson (JNJ) recently signed a landmark agreement with the Trump administration to lower drug prices in the United States.Following this deal, JNJ joins several other large-cap pharma companies ...

Key Takeaways VKTX enrolled about 180 adults in a phase I maintenance study evaluating VK2735 after initial weight loss.VKTX is testing several SC and oral dosing regimens to assess safety, tolerability and pharmacokinetics.VKTX is also evaluating VK2735 in two phase III studies, with obesity data from both studies expected in 2027.Viking Therapeutics (VKTX) announced that it has completed enrolling patients in its exploratory maintenance dosing study of VK2735, the company's dual agonist of the GLP-1 and G ...

8 January 2026 | 5:01AM EST Equity Research Americas Healthcare: Biotechnology: Constructive backdrop for 2026 Following strong performance for the sector exiting 2025 (XBI +35% vs. S&P 500 +16%), driven by the convergence of a number of key factors, notably, broader market dynamics (e.g., macro/AI-trade rotations and rates), easing policy risks (e.g., Most-Favored-Nations (MFN) drug pricing deals), and improving fundamentals (e.g., stable/upward large-cap estimate revisions and SMID catalyst execution), we ...

由于估值具有吸引力、BD（业务发展）与IPO活动回暖，以及密集的核心催化剂点位，生物制药板块在2026年正展现出强劲的增长潜力。尽管该 行业的整体营收和盈利增长预期略低于市场平均水平，但其低风险属性与强大的管线期权价值，使其成为投资者平衡科技股配置的理想替代方 案。 据追风交易台消息，花旗分析师Jarwei Fang团队6日发布研究报告，认为2025年美国生物制药板块表现不俗，成功打破了连续两年的低迷。其中纳 斯达克生物技术指数（NBI）上涨32%，标准普尔医药指数（DRG）上涨20%，均跑赢标普500指数17%的涨幅。随着政策不确定性在2025年下半 年逐步消除，市场情绪已从防御转向进攻。 目前，大盘制药股的预测市盈率仍低于标普500指数，显示出估值修复空间。花旗预计，美联储在2026年可能进一步降息，将为生物制药板块提供 宏观利好。特别是高增长的领头羊企业如礼来、Gilead和Vertex，有望凭借强劲的商业化执行力继续跑赢大盘。 生物制药行业的增长逻辑正在发生深刻变化。GLP-1药物的市场渗透从糖尿病、肥胖症向心血管及神经系统领域外溢；人工智能在药物研发与临 床实验设计中的应用进入收获期；加之DTP（直 ...

2026.01. 06 本文字数：832，阅读时长大约1分钟 作者 | 第一财经 钱童心 当地时间1月5日，诺和诺德的GLP-1减重药司美格鲁肽口服版正式在美国上市，这距离美国FDA批准 该疗法仅两周。 当天美股收盘，诺和诺德股价大涨超过5%，竞争对手礼来股价下跌3.6%。 对自费患者，口服版司美格鲁肽减重药每月治疗费用根据剂量不同，从149美元到299美元不等。这 相较于司美格鲁肽注射剂上市之初每月约1000美元的治疗费用大幅下调。 口服司美格鲁肽减重药起始剂量为1.5毫克，自费患者每月支付149美元；4毫克剂量在4月15日之前 也将以每月149美元的价格出售，之后价格将涨至每月199美元；9毫克和25毫克剂量每月费用为299 美元。 诺和诺德的司美格鲁肽口服减重药需每日服用一片。美国FDA于2025年12月22日批准该药物上市。 美国FDA还批准了司美格鲁肽口服减重药用于降低肥胖且已确诊心血管疾病的成年人发生重大心血 管事件的风险。 在一项针对300多名肥胖但非糖尿病成年人的三期临床试验中，诺和诺德口服司美格鲁肽最高剂量组 的患者在服药64周后平均减重高达16.6%，平均减重13.6%。 与此同时，礼来的 ...

口服司美格鲁肽减重药起始剂量为1.5毫克，自费患者每月支付149美元；4毫克剂量在4月15日之前也将 以每月149美元的价格出售，之后价格将涨至每月199美元；9毫克和25毫克剂量每月费用为299美元。 诺和诺德的司美格鲁肽口服减重药需每日服用一片。美国FDA于2025年12月22日批准该药物上市。美国 FDA还批准了司美格鲁肽口服减重药用于降低肥胖且已确诊心血管疾病的成年人发生重大心血管事件的 风险。 在一项针对300多名肥胖但非糖尿病成年人的三期临床试验中，诺和诺德口服司美格鲁肽最高剂量组的 患者在服药64周后平均减重高达16.6%，平均减重13.6%。 与此同时，礼来的口服GLP-1减重药也已进入上市的最后冲刺阶段。礼来预计，该公司的口服减重疗法 orforglipron有望于今年第一季度获批。临床数据显示，使用最高剂量orforglipron（36mg）可平均减重 10.5%。 口服减重疗法是各大减重药厂商努力争夺的下一个战场。高盛分析预计，口服药物有望在2030年占据全 球减重疗法市场24%的份额，以减重药整体约950亿美元的规模来计算，口服减重药市场规模约合220亿 美元。其中，礼来的口服药预计能 ...

Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Market update : Stocks are higher for the second session in a row. Energy is a big story on Monday, with oilfield services, refiners, and the two majors, Exxon Mobil and Chevron , rallying on the idea that they will be beneficiaries of the rebuilding of Venezuela's oil infrastructure following the events over the weekend. The financials a ...

Core Insights - The medical sector is rapidly adopting artificial intelligence (AI), significantly transforming diagnostics, treatment, and operational efficiency in 2024 [1] - AI-powered diagnostics have become central to enhancing accuracy and speed in medical practices [1] Group 1: AI Adoption in Healthcare - The healthcare sector is typically defensive, characterized by low-beta and dividend-paying stocks, but AI has turned several stocks into potential high-growth providers [2] - Key stocks benefiting from AI integration include Eli Lilly and Co. (LLY), Medtronic plc (MDT), Intuitive Surgical Inc. (ISRG), Regeneron Pharmaceuticals Inc. (REGN), and Johnson & Johnson (JNJ) [2] Group 2: Eli Lilly and Co. (LLY) - Eli Lilly focuses on cardiometabolic health, neuroscience, oncology, and immunology, which are high-growth areas with significant commercial potential [5] - Strong demand for LLY's GLP-1 drugs, Mounjaro and Zepbound, is driving top-line growth, supported by international market launches and increased production [6] - LLY is advancing its pipeline in obesity and diabetes, with an oral GLP-1 obesity pill expected to launch next year [7] - The company is collaborating with OpenAI and investing in AI-driven biotech initiatives, including a $409 million investment in Genetic Leap [9] - LLY has an expected revenue growth rate of 22.3% and earnings growth rate of 41.3% for the current year, with a beta of 0.35 and a dividend yield of 0.6% [9][10] Group 3: Medtronic plc (MDT) - Medtronic is integrating AI into its surgical systems and endoscopy to enhance patient care and operational efficiency [11] - The GI Genius project uses AI algorithms to detect colorectal polyps during colonoscopies, improving cancer survival rates [12] - MDT's partnerships leverage AI to optimize cardiac procedures and improve diagnostic precision, positioning the company for growth in medtech innovation [13] - Medtronic has an expected revenue growth rate of 7.5% and earnings growth rate of 2.7% for the current year, with a beta of 0.71 and a dividend yield of 3% [15] Group 4: Intuitive Surgical Inc. (ISRG) - Intuitive Surgical is embedding AI and digital tools into its robotic ecosystem, enhancing surgical performance metrics [16] - The company is piloting telecollaboration through Intuitive Telepresence, allowing remote surgical support [17] - ISRG has an expected revenue growth rate of 14.3% and earnings growth rate of 11.1% for the current year, with a beta of 0.39 and an ROE of 15.1% [20] Group 5: Regeneron Pharmaceuticals Inc. (REGN) - Regeneron utilizes AI and machine learning for drug target identification, clinical trial optimization, and precision medicine [21] - The company has seen revenue growth driven by strong performance from drugs like Eylea HD and Dupixent, despite declining sales of its lead drug [22] - REGN has an expected revenue growth rate of 4.9% and earnings growth rate of -0.4% for the current year, with a beta of 0.39 and a dividend yield of 0.5% [24] Group 6: Johnson & Johnson (JNJ) - Johnson & Johnson's MedTech division applies AI technologies for surgical robotics and digital surgery analytics [25] - The company has developed the Ottava robotic surgery platform and the Caresurgical/VELYS digital surgery systems, enhancing procedure planning and real-time data sharing [26] - JNJ has an expected revenue growth rate of 5% and earnings growth rate of 5.7% for the current year, with a beta of 0.34 and a dividend yield of 2.5% [27]