Wegovy pill upside has already played out, leaving the multiple at the European pharma average
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Lilly is trying to protect an experimental obesity medicine from unauthorized sellers before regulators decide whether to approve it.

Absci (ABSI) is back in focus after releasing early Phase 1 data for its lead antibody ABS-201 and securing a US$40 million investment and development support from Eli Lilly tied to the program. See our latest analysis for Absci. Absci’s recent early Phase 1 ABS-201 update and Eli Lilly’s US$40 million commitment arrive after a sharp run, with the share price delivering a 77.55% 90 day return and a 160.66% year to date share price return, alongside a very large 3 year total shareholder...
The company has referred more than 200 sellers and individuals to regulators.

NVO faces near-term pressure from flat Wegovy sales, pricing challenges and pipeline setbacks, but its broad cardiometabolic pipeline offers long-term potential.

PFE's non-COVID products are gaining momentum, with launches, acquisitions and a pipeline aimed at driving growth from 2029 onward.

Obesity-drug giant Eli Lilly stock is approaching a new buy point as the ongoing stock market rally strengthens.
Lilly said the products being sold on the black market are unverified, unapproved, and not worth the risk.

Eli Lilly has filed six new lawsuits against U.S. entities that it alleges are selling a version of the company’s investigational weight-loss drug on the black market.
Ahead of an approval filing, the drugmaker is amping up a fight against sellers who claim to offer versions of its highly anticipated “triple-G” weight loss medicine.

SAN FRANCISCO, Aug 12 (Reuters) - Eli Lilly on Wednesday said it had filed six lawsuits against U. companies it accuses of illegally selling black-market versions of its experimental obesity drug retatrutide, escalating its campaign against unauthorized sellers before the medicine has won regulatory approval.

Absci Corporation recently reported second-quarter 2026 results showing a net loss of US$33.21 million, wider than a year ago, while basic and diluted loss per share from continuing operations narrowed to US$0.21. Alongside these figures, Absci highlighted encouraging early Phase 1 data for ABS-201, its prolactin receptor antibody, and a US$40 million investment and development support from Eli Lilly that extend its cash runway into the second half of 2028. Next, we’ll examine how Eli...

Moby summary of Absci Corporation's Q2 2026 earnings call

Novo Nordisk is playing catch-up in the GLP-1 race.

Absci (NASDAQ:ABSI) outlined progress in its clinical program for ABS-201, a prolactin receptor-targeting antibody being studied for pattern hair loss and planned for development in endometriosis, while reporting a larger cash balance following a June equity offering and strategic investment from El
A new market could accelerate Lilly's oral obesity ambitions

SpaceX has attractive prospects, but the market has already factored that into its share price.

Skyrizi and Rinvoq drive ABBV's Q2 growth, with strong sales, market-share gains and new indications supporting the immunology franchise.
The U.K. becomes Lilly's first international market for the pill.
Eli Lilly just posted its fourth straight earnings beat and raised guidance again, but the real question is whether a next-generation obesity drug still sitting below Wall Street's radar could push the stock well past current targets.
J&J's growth, new drug launches and pipeline strength support the stock, despite patent, MedTech and legal headwinds.
The duopoly dominating the multi-billion-dollar GLP-1 weight-loss market has moved from pharmacy shelves to the federal courtroom. Novo Nordisk A/S (NYSE:NVO) filed a lawsuit in U.S. District Court in New Jersey against Eli Lilly and Company (NYSE:LLY) on July 21, accusing its primary rival of false advertising and unfair competition regarding television and digital campaigns […]
The U.K. regulator authorized orforglipron for weight management and type 2 diabetes, making Britain the first country in Europe to clear the drug
The MHRA is the first European regulator to give Foundayo a regulatory blessing, with the drug still under review by the EU.
For years, healthcare and semiconductor stocks weren’t particularly tied to each other. In other words, they increasingly go in opposite directions: when chips sell off, healthcare has tended to catch a bid. After years of underperformance, healthcare investors are enjoying a burst of momentum amid the recent nervousness around AI.
Jeff Marks and Jim Cramer say Eli Lilly's GLP-1 stock rally has years left, backed by surging global demand.
Eli Lilly’s updated fair value price target has shifted from US$1,270.37 to US$1,297.31, giving investors a fresh reference point for how analysts are framing the stock today. Much of this reset is tied to recent Street commentary that focuses on incretin and GLP-1 therapies, Q2 results, and the potential of assets like Mounjaro, Zepbound, retatrutide and Foundayo. As you read on, you will see how to track these moving parts and keep up with the evolving Eli Lilly narrative. Stay updated as...

