Eli Lilly

On July 31, 2026, Novo Nordisk announced its experimental heart drug ziltivekimab failed to reduce major adverse cardiovascular events in a Phase 3 trial involving over 6,300 high-risk patients. The stock fell up to 10%, wiping out over $30 billion in market value. The failure removes a key non-obesity growth opportunity, as the company faces intense competition from Eli Lilly and a 70% share decline from its mid-2024 peak.

7 reports · 3 sources · Updated Aug 2, 08:33 PM UTC

A US federal judge allowed parts of a shareholder lawsuit against Novo Nordisk to proceed, alleging the company misled investors about the tolerability and trial design of its next-generation weight-loss drug CagriSema. The lawsuit centers on December 2024 clinical trial results showing average weight loss of 20.4%, below market expectations of 25%, which wiped billions off Novo's market cap. Investors claim Novo failed to disclose that only 57% of participants reached the highest dose due to a flexible dosing protocol, misleading statements about fixed-dose design and tolerability. The judge rejected most claims but allowed those related to tolerability and trial protocols to advance. Novo denies wrongdoing and plans to vigorously defend itself. The case highlights intense competition in the GLP-1 drug market, particularly with Eli Lilly.

1 reports · 1 sources · Updated Jul 29, 01:11 PM UTC

On July 16, 2026, Eli Lilly announced its acquisition of AtaiBeckley for up to $3.8 billion ($2.8 billion upfront plus $1 billion in milestones), gaining access to late-stage psychedelic treatments for mental health, including a DMT-based nasal spray for treatment-resistant depression. The deal follows President Trump’s April executive order accelerating psychedelic therapy approvals. Shares of AtaiBeckley surged over 50% on the news, reflecting growing pharmaceutical industry interest in psychedelic-based therapies.

12 reports · 2 sources · Updated Jul 29, 09:20 AM UTC

Apnimed, a Massachusetts-based biotech, has filed for an initial public offering (IPO) on the Nasdaq exchange under the ticker 'APMD', aiming to raise up to $160 million by offering 10 million shares priced between $14 and $16. The company plans to use the proceeds primarily to support the regulatory process and potential commercialization of its lead candidate, oxnimbi (AD109), an oral drug for obstructive sleep apnoea (OSA). Oxnimbi is currently under FDA review, with a decision expected by February 28, 2027, based on positive Phase III data. If approved, it would become the first oral therapy for OSA, addressing a significant unmet need for patients who cannot or will not use CPAP machines. Unlike Eli Lilly's Zepbound, which is only approved for obese OSA patients, oxnimbi targets all OSA patients regardless of weight. Apnimed also plans to allocate some IPO funds to R&D for additional drug candidates.

1 reports · 1 sources · Updated Jul 28, 11:26 AM UTC

Novo Nordisk has filed a lawsuit against Eli Lilly, alleging that Lilly's television ads for its weight-loss drug Zepbound are deceptive. The ads claim Zepbound leads to greater weight loss than Novo's Wegovy, citing a study showing 50 pounds lost versus 33 pounds. Novo argues the study is outdated, as a higher dose of Wegovy approved in March 2026 now yields an average loss of 47 pounds. Novo also claims misleading comparisons in ads for diabetes drugs Mounjaro and Ozempic. The lawsuit seeks a permanent injunction to halt the ads and a corrective campaign, plus unspecified lost profits. Analysts suggest damages may be immaterial, but halting the ads could benefit Novo. Eli Lilly's stock has risen 50% over the past year, while Novo's has fallen 27%. The global obesity drug market reached $66 billion in 2025 and is projected to hit $120 billion by 2030, with Lilly holding about 60% of the U.S. market.

1 reports · 1 sources · Updated Jul 24, 05:20 PM UTC

On July 21, 2026, Novo Nordisk filed a federal lawsuit in the U.S. District Court for the District of New Jersey against Eli Lilly, alleging false advertising for its obesity drug Zepbound and diabetes drug Mounjaro. Novo claims Lilly’s ads use outdated clinical data, comparing higher doses of Lilly’s drugs to lower doses of Novo’s Wegovy and Ozempic, while omitting newer data on Novo’s higher-dose Wegovy (7.2 mg) showing comparable weight loss. Novo seeks a permanent injunction, corrective advertising, and financial damages. Lilly defends its ads as based on head-to-head trial evidence. The case underscores fierce competition in the $120 billion global obesity drug market.

8 reports · 2 sources · Updated Jul 24, 10:38 AM UTC

Eli Lilly announced it will file for regulatory approval of its next-generation obesity drug retatrutide in the first quarter of 2027, delaying earlier plans for a 2026 submission to gather additional manufacturing and quality-control data. The decision follows positive results from two new Phase 3 trials, bringing the total to five successful late-stage studies. In one trial, adults with obesity and Type 2 diabetes lost up to 20.8% of their weight (nearly 50 pounds) over 80 weeks. In another, patients with severe obesity and established cardiovascular disease lost up to 22.6% (55.8 pounds) and showed reduced cardiovascular risk factors. Retatrutide, a 'triple G' drug targeting GLP-1, GIP, and glucagon, is positioned as the next pillar of Lilly's obesity portfolio after Zepbound and the newly launched pill Foundayo. TD Cowen analysts estimate retatrutide could generate $3.8 billion in sales by 2030. Common side effects include diarrhea, nausea, and constipation.

1 reports · 1 sources · Updated Jul 23, 10:45 AM UTC

This financial analysis article from The Motley Fool, published on Yahoo Finance on July 22, 2026, recommends three dividend stocks for long-term income investors seeking stocks to buy and hold forever. The article highlights Pfizer (PFE) for its 6.9% forward dividend yield and pipeline of new drugs including obesity treatment MET-097i, despite post-COVID struggles. It also discusses Coca-Cola (KO) for its 64-year streak of dividend increases and stable consumer staples demand. The article emphasizes the importance of companies with longevity to sustain and grow dividends over time, noting that finding such stocks is challenging but possible. The piece includes promotional content for a separate investment signal service.

1 reports · 1 sources · Updated Jul 22, 03:43 PM UTC

Eli Lilly (LLY) has experienced a 53% stock price increase over the past twelve months, driven by exceptional business performance from its diabetes and obesity drug franchise. The company's revenue grew 47% in the last year, far exceeding the S&P 500 median, and its operating margin stands at 47%. However, the stock trades at a high price-to-earnings multiple of 41.6, significantly above the market median of 24.3. Management has raised full-year 2026 revenue guidance to $82-85 billion, but faces pricing headwinds in the low to mid-teens. The article questions whether the current stock price already accounts for future success, and notes that the company's ability to meet its updated guidance is the key watchable for the remainder of the year. The piece also discusses portfolio concentration risks given LLY's 417% gain over five years.

1 reports · 1 sources · Updated Jul 22, 01:17 PM UTC

This article compares two healthcare ETFs: the iShares Global Healthcare ETF (IXJ) and the Simplify Health Care ETF (PINK). IXJ is a low-cost, diversified index fund with 110 holdings, a 0.40% expense ratio, and a 1.47% dividend yield, making it suitable for income-focused investors seeking steady exposure to global healthcare giants like Eli Lilly and Johnson & Johnson. PINK is an actively managed, concentrated fund with 58 holdings, a 0.51% expense ratio, and a 0.64% dividend yield. It has a mission-driven mandate: all net profits are donated to breast cancer research via Susan G. Komen. PINK has outperformed recently with a 32% one-year return, driven by innovative biotech and medtech names, but carries higher single-stock and strategy risk. The article advises that IXJ is better for diversification and low costs, while PINK appeals to those comfortable with concentration risk and wanting social impact.

1 reports · 1 sources · Updated Jul 22, 11:05 AM UTC

Super Micro Computer (SMCI) shares surged 16% premarket after raising its Q4 FY26 gross margin outlook to 15%-17%, well above prior guidance of 8.2%-8.4%, driven by favorable customer and product mix. Revenue is expected near the low end of $11B-$12.5B guidance, with consensus at $11.73B. Backlog hit record levels with over $60 billion in new orders. Separately, President Trump announced a phased tariff plan on generic drug imports: zero tariffs for two years starting August 1, then 100% in August 2028, rising to 200% a year later, aiming to push production onshore. Over a dozen major pharma firms including Eli Lilly, Pfizer, and Novo Nordisk have committed to price cuts. Nike announced it will cut ties with thousands of online distributors in China starting January, shifting focus to its own website, app, and major platforms like Tmall and JD.com.

1 reports · 1 sources · Updated Jul 22, 11:00 AM UTC

Jim Cramer, host of Mad Money, warned investors on CNBC's 'Squawk on the Street' on July 21, 2026, that excessive tech exposure could lead to severe losses. He urged trimming positions in high-flying tech stocks like Micron Technology (MU), which has surged 758% in the past year, and rotating into undervalued sectors. Cramer highlighted financials such as JPMorgan Chase (JPM) at 15 times earnings, Bank of America (BAC) at 14 times, and Wells Fargo (WFC) at 12 times as attractive buys. In healthcare, he recommended Eli Lilly (LLY) over Novo Nordisk (NVO), citing Lilly's strong GLP-1 drug sales and raised guidance. The article also promotes a free list of top 10 AI stocks from an analyst who called NVIDIA in 2010.

1 reports · 1 sources · Updated Jul 22, 10:22 AM UTC

President Donald Trump announced a phased tariff plan on imported generic drugs, starting with zero tariffs for two years from August 1, 2026, followed by a 100% levy in August 2028 and a 200% levy in August 2029. The escalation is intended to penalize generic drugmakers that do not move production to the U.S. within the grace period. Patented and branded drugs remain under existing 100% tariffs. Major drugmakers including Eli Lilly, Pfizer, and Novo Nordisk have struck deals with Trump under his 'most favored nation' policy, exempting them from tariffs for three years in exchange for lowering U.S. drug prices. The policy has significant implications for India, which supplies nearly half of U.S. generic medicines, and China, which dominates upstream active pharmaceutical ingredient supply.

1 reports · 1 sources · Updated Jul 22, 01:17 AM UTC

Novo Nordisk filed a lawsuit against rival Eli Lilly on Tuesday in federal district court in New Jersey, accusing the company of false advertising regarding the performance of its weight loss drugs. The lawsuit alleges that Lilly intentionally selected outdated studies to claim that its drugs Mounjaro and Zepbound lead to significantly more weight loss than Novo Nordisk’s Ozempic and other treatments. This legal action highlights the intense competition in the rapidly growing weight loss drug market, where both companies are major players. The case centers on the accuracy of comparative advertising claims, with Novo Nordisk seeking to challenge what it views as misleading marketing tactics by Lilly.

1 reports · 1 sources · Updated Jul 21, 06:40 PM UTC

CNBC's Jim Cramer reaffirmed support for Eli Lilly during the Investing Club's Morning Meeting on July 21, 2026, despite a lawsuit from rival Novo Nordisk. Novo alleged Lilly's GLP-1 drug ads mislead consumers about superior efficacy, citing outdated comparisons before a higher Wegovy dose was approved. Cramer and portfolio director Jeff Marks dismissed the lawsuit as a 'nothing burger,' focusing on Lilly's strong injectable business outside the U.S. and its oral obesity pill Foundayo. The broader market rose, led by chipmakers like Intel, which surged 7% after landing Fortinet as its first named customer for third-party manufacturing. Salesforce was downgraded by Morgan Stanley, while Microsoft retained a buy rating despite concerns over its OpenAI relationship and Xbox headwinds. Other stocks discussed included 3M, General Motors, Danaher, Halliburton, and D.R. Horton.

1 reports · 1 sources · Updated Jul 21, 04:40 PM UTC

Novo Nordisk (NYSE: NVO) offers a high dividend yield of 3.5%, significantly above the S&P 500 average and pharmaceutical sector average. The company is navigating a transition year in 2026 due to US price reductions and generic competition in India, particularly for its GLP-1 weight-loss drug Wegovy. However, the article argues that the long-term outlook is positive because GLP-1 drugs, like insulin, create recurring revenue streams as patients require lifelong treatment. Novo Nordisk has largely resolved supply issues and its new GLP-1 pill appears more effective than competitor Eli Lilly's offering. The high yield is attributed to Wall Street skepticism, but the company is building an annuity-like income stream in the weight-loss drug market to complement its insulin business.

1 reports · 1 sources · Updated Jul 21, 01:35 PM UTC

Novo Nordisk (NYSE: NVO) offers a high dividend yield of 3.5%, significantly above the S&P 500 average and the pharmaceutical sector average of 1.5%. The company's dividend payout ratio of roughly 40% is considered safe. Novo Nordisk, historically focused on diabetes and insulin, is transitioning in 2026 due to U.S. price cuts and generic competition in India. However, its GLP-1 weight-loss drugs, particularly a new pill form of Wegovy, are seeing strong demand and are more effective than Eli Lilly's Foundayo. The company has resolved supply issues. The article argues that the current high yield presents an opportunity for dividend investors, as GLP-1 drugs create a recurring, annuity-like income stream similar to insulin.

1 reports · 1 sources · Updated Jul 21, 01:35 PM UTC

The article reports that Claude AI, an AI agent, sold its entire stake in Eli Lilly (LLY), disagreeing with President Trump's recent praise of the company. Claude AI cited a full valuation at 25 times earnings, the lowest expected return in its portfolio, and Eli Lilly's oral weight-loss pill losing market share to Novo Nordisk's Wegovy. The AI noted that Trump's comments about a $3.5 billion manufacturing plant in Pennsylvania change nothing, and a pending pharma tariff decision on July 31 remains an overhang. The article also discusses Eli Lilly's aggressive deal spree funded by GLP-1 cash flow, including acquisitions in psychedelics, CAR-T, and AI drug discovery, and contrasts the bearish AI stance with a bull case centered on AI-driven R&D productivity and manufacturing scale. Eli Lilly stock is up about 6% year-to-date.

1 reports · 1 sources · Updated Jul 20, 10:02 PM UTC

Eli Lilly (NYSE: LLY) shares have surpassed $1,000, driven largely by its dominant position in the weight loss drug market, which analysts project will reach nearly $100 billion by the end of the decade. The article explores whether the company will execute a stock split to make shares more accessible to retail investors. While Eli Lilly has completed four 2-for-1 stock splits in the past, the most recent was nearly 30 years ago in 1997, and management has changed since then. A stock split could broaden the investor base and signal management confidence, but it does not inherently act as a catalyst for stock performance. The analysis weighs the strategic benefits against the company's historical reluctance to split shares in recent decades.

1 reports · 1 sources · Updated Jul 20, 06:30 PM UTC

Eli Lilly's stock has surged 26% since management raised its 2026 profit outlook on April 30, 2026, a move that far outpaced the 6% EPS guidance increase. The company lifted its revenue target by 2% to $83.5 billion, while EPS guidance rose 6%, signaling strong operating leverage. Operating margins have reached 47%, driven by blockbuster drugs Mounjaro and Zepbound, which generated $12.8 billion in global revenue. Despite management warning of pricing headwinds in the low to mid-teens, the market has focused on volume growth and margin expansion. The stock now trades near all-time highs, up over 50% in the past year, raising questions about how much future perfection is already priced in. The analysis suggests that any stumble in execution could lead to significant downside given elevated expectations.

1 reports · 1 sources · Updated Jul 20, 05:45 PM UTC

This article from The Motley Fool compares two healthcare-focused ETFs: the iShares Global Healthcare ETF (IXJ) and the VanEck Pharmaceutical ETF (PPH). IXJ offers broad global exposure across 110 stocks including medical device and biotech firms, with a 1.50% yield and 0.4% expense ratio. PPH is more concentrated, holding 26 pharmaceutical giants, with a 2.0% yield and slightly lower expense ratio. Performance data shows PPH outperforming IXJ in year-to-date (7% vs 2%), 3-year (13.8% vs 6.6%), and 5-year (10.5% vs 4.9%) returns, though IXJ edges ahead over 10 years. PPH carries slightly more risk due to concentration. The article concludes that PPH is the better pharmaceutical ETF to buy in 2026, favoring its focused approach and higher returns.

1 reports · 1 sources · Updated Jul 20, 03:04 PM UTC

This article from The Motley Fool compares two healthcare-focused ETFs: the iShares Global Healthcare ETF (IXJ) and the VanEck Pharmaceutical ETF (PPH). IXJ offers broad global exposure across 110 stocks including medical device and biotech firms, with an expense ratio of 0.4% and a 1.50% yield. PPH is more concentrated, holding 26 pharmaceutical giants, with a 0.4% expense ratio and a 2.0% yield. Performance data shows PPH outperforming IXJ year-to-date (7% vs 2%), over 3 years (13.8% vs 6.6%), and over 5 years (10.5% vs 4.9%), though IXJ edges ahead over 10 years (8.49% vs 8.46%). PPH has slightly higher risk due to concentration. The article concludes that PPH is the better pharmaceutical ETF to buy in 2026, favoring its focused approach and higher returns.

1 reports · 1 sources · Updated Jul 20, 03:04 PM UTC

This article from The Motley Fool compares the Invesco Pharmaceuticals ETF (PJP) and the iShares Global Healthcare ETF (IXJ) as investment options for healthcare exposure in 2026. PJP offers a concentrated U.S. pharma portfolio (29 holdings) with a 0.57% expense ratio and a 0.90% dividend yield, while IXJ provides a diversified global approach (110 holdings) with a lower 0.40% expense ratio and a higher 1.50% yield. Despite IXJ's lower cost and broader diversification, PJP outperforms in most time frames (YTD, 3-year, 5-year) with smaller drawdowns, though IXJ leads over 10 years (8.5% vs. 7.5% annualized). The article concludes that PJP is the better choice for investors seeking healthcare exposure due to its superior recent performance and concentrated small-cap focus.

1 reports · 1 sources · Updated Jul 20, 02:37 PM UTC

This article from The Motley Fool compares the Invesco Pharmaceuticals ETF (PJP) and the iShares Global Healthcare ETF (IXJ) as investment options for 2026. PJP offers concentrated U.S. pharma exposure with 29 holdings, a 0.57% expense ratio, and a 0.90% dividend yield, while IXJ provides diversified global healthcare exposure with 110 holdings, a 0.40% expense ratio, and a 1.50% yield. Despite IXJ's lower cost and higher yield, PJP outperforms in most time frames (year-to-date, 3-year, and 5-year returns) with smaller maximum drawdown. Both funds have similar top-10 concentration (47-48%), but PJP has a higher allocation to small caps (43%) versus IXJ's large-cap focus (70%). The analysis concludes that PJP is the better buy for investors seeking healthcare exposure.

1 reports · 1 sources · Updated Jul 20, 02:37 PM UTC

Citi has raised its price target on Novo Nordisk (NYSE:NVO) to DKK330 from DKK300 ahead of the company's second-quarter results on August 5, citing the strength of the Wegovy oral pill launch. The broker increased its 2026 sales and operating income estimates by 4% to 5%, and its earnings per share forecasts for 2027 to 2030 by around 7%, driven by currency movements and stronger second-quarter Wegovy trends. For Q2, Citi forecasts adjusted operating income of DKK27.2 billion (down 9% at constant currencies) on sales of DKK72.7 billion (down 1%), both excluding US 340B rebate effects. The declines reflect continued price pressure across obesity and diabetes franchises, partially offset by the oral Wegovy launch, forecast to contribute DKK4 billion ($630 million). Citi kept its neutral rating, seeing a guidance upgrade as expected and already priced in.

1 reports · 1 sources · Updated Jul 20, 01:22 PM UTC

Jim Cramer's Monday stock market watchlist highlights a positive start with Nasdaq futures leading gains, driven by semiconductor strength including SK Hynix. Key developments include Bristol Myers Squibb purchasing Nvidia's newest enterprise AI computing system for drug discovery, following a similar partnership between Eli Lilly and Nvidia. SpaceX shares remain under pressure, down 40% from their record close, with a planned Starship test flight on Thursday. Analyst actions include Barclays raising Astera Labs' price target to $325 on Amazon spending potential, UBS initiating Honeywell Aerospace coverage with a hold rating, Wells Fargo cutting Accenture's target to $194, Goldman Sachs upgrading Yeti to buy with a $63 target, and Citi raising PNC Financial's target to $290. The article also notes ongoing market concerns about Chinese startup Moonshot AI's Kimi K3 model and US-China data trust issues.

1 reports · 1 sources · Updated Jul 20, 12:53 PM UTC

Latigo Biotherapeutics, a pain drug developer founded in 2018 by venture capital firm Westlake BioPartners, has filed to go public on the Nasdaq under the ticker 'LTGO'. The company focuses on non-opioid drugs that block sodium ion channels, with its lead candidate LTG-101 set to enter late-stage testing for moderate to severe acute pain by end of 2026. Latigo has raised approximately $322 million since inception and reported a $109 million net loss in 2025. It joins over half a dozen other biotech startups planning IPOs this month. The company faces competition from Eli Lilly, which recently acquired SiteOne Therapeutics, and Vertex Pharmaceuticals, which has an approved acute pain drug Journavx. Latigo argues there is room for multiple players in the non-opioid pain market, which sees 250 million annual prescriptions in the U.S.

1 reports · 1 sources · Updated Jul 20, 11:57 AM UTC

This article compares two healthcare-focused exchange-traded funds (ETFs): the iShares U.S. Healthcare ETF (IYH) and the Invesco Pharmaceuticals ETF (PJP). IYH offers broad exposure to the healthcare sector with 100 holdings, a lower expense ratio of 0.38%, and a higher dividend yield, making it a more conservative choice. PJP is more concentrated with 29 stocks focused on drug development, has a higher expense ratio of 0.57%, and has recently outperformed due to strength in the pharmaceutical segment. Both funds share the same top three holdings—Eli Lilly, Johnson & Johnson, and AbbVie—but IYH is more top-heavy with these three comprising over 33% of assets. The article concludes that the choice depends on an investor's risk tolerance: PJP for those seeking concentrated pharma exposure and potential outsize gains, or IYH for steadier, lower-cost diversification.

1 reports · 1 sources · Updated Jul 20, 10:59 AM UTC

This article from The Motley Fool compares two healthcare ETFs: the iShares U.S. Healthcare ETF (IYH) and the Invesco Pharmaceuticals ETF (PJP). IYH offers broad exposure to the medical sector with 100 holdings, a lower expense ratio of 0.38%, and a higher dividend yield, making it a more conservative choice. PJP is more concentrated with 29 stocks focused on drug development, with an expense ratio of 0.57%, and has benefited from recent strength in pharmaceuticals. Both funds share top holdings in Eli Lilly, Johnson & Johnson, and AbbVie, but IYH is more top-heavy with these three comprising over 33% of assets. The article concludes that the choice depends on an investor's risk tolerance: PJP for those seeking momentum in pharma, IYH for steadier, diversified exposure.

1 reports · 1 sources · Updated Jul 20, 10:59 AM UTC

The article argues that despite a seemingly weak market, many stocks outside the tech sector are performing well. It highlights Wells Fargo, where CEO Charlie Scharf is expanding into M&A and underwriting, cutting costs, and poaching talent, leading to a stock rebound after analyst skepticism. J.B. Hunt reported a strong earnings surprise amid a trucking recovery. Biotech ETFs are up over 27% year-to-date, driven by a wave of acquisitions. The piece also notes Stripe's offer to acquire PayPal as a significant fintech consolidation move. The author suggests these opportunities indicate a healthy market beneath the surface, questioning the sustainability of tech-heavy portfolios.

1 reports · 1 sources · Updated Jul 20, 12:33 AM UTC