Looking at surging obesity drug sales, market share momentum, and an increased fair value estimate, here’s what we think of ...

Sales are booming for Lilly's tirzepatide products, Mounjaro and Zepbound. The company's market share for incretin analogs now tops 50%. Notably, Lilly's market share is increasing while Novo ...

Investors are worried Novo Nordisk's competition with Eli Lilly is heating up and that the first-to-market GLP-1 leader is ...

We came across a bullish thesis on Eli Lilly and Company (LLY) on Substack by Kontra. In this article, we will summarize the ...

The maker of Ozempic and Wegovy expects lower sales and profit growth this year despite recent victories against compounders.

Novo Nordisk A/S' Q1 earnings reveal strong growth in semaglutide-driven sales despite a slight revenue miss. Learn more ...

Novo Nordisk A/S NVO reported first-quarter 2025 earnings of 92 cents per American Depositary Receipt (ADR), which matched ...

Eli Lilly won’t lose its grip on the weight loss market despite recent investor concerns. Meanwhile, Zocdoc releases an ...

It became clear over the first quarter that the amount of business that had gone to the compounders was just significantly ...

Obesity drugmaker Novo Nordisk has today downgraded its 2025 sales forecast, ending a four-year stretch of steady guidance ...