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Novo Nordisk Obesity Pill Momentum Meets Valuation Gap And Risk Flags
Simply Wall St.104d agoneutral
Novo Nordisk Obesity Pill Momentum Meets Valuation Gap And Risk Flags

Novo Nordisk's oral semaglutide for obesity is gaining traction as demand picks up for the new pill version of Ozempic. The FDA has proposed restricting compounding of GLP-1 drugs such as semaglutide, which could support branded products. Rival Eli Lilly is facing delays to its own obesity pill, giving Novo Nordisk more room to build its lead in oral GLP-1 therapies. Novo Nordisk is responding with new leadership, pricing changes, and cost reductions to sharpen its obesity drug focus. Novo...

Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%
24/7 Wall St.104d agobullish
Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%

The hosts of Morning Brew Daily made a simple argument on a recent episode that the idea of the “Ozempic economy” should be replaced with the “Mounjaro economy” now that Eli Lilly is controlling 60% of the GLP-1 market. Lilly’s Q1 2026 earnings report backs that up. Lilly’s Dominance, by the Numbers Eli Lilly (NYSE:LLY) ... Eli Lilly Captures 60% of the GLP-1 Market as Mounjaro Revenue Soars 125%

Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months
24/7 Wall St.104d agoneutral
Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months

Eli Lilly (NYSE:LLY) just delivered one of the strongest first quarters in big pharma history, but shares have pulled back sharply from their February peak. That gap between operating performance and stock price is where our model sees opportunity. Our 24/7 Wall St. price target for Eli Lilly is $1,133.12 over the next 12 months, ... Our Strongest Conviction Call: Eli Lilly Headed 21% Higher in 12 Months

Is Eli Lilly (LLY) Still Reasonably Priced After Its Multi Year Share Price Surge
Simply Wall St.104d agobullish
Is Eli Lilly (LLY) Still Reasonably Priced After Its Multi Year Share Price Surge

If you are wondering whether Eli Lilly's current share price still makes sense after a strong multi year run, the next sections will help you frame what you might actually be paying for. The stock last closed at US$963.33, with returns of 10.9% over the past week, 3.0% over the past month, a 10.8% year to date decline, 18.1% over the last year and a very large gain over five years. Recent coverage has focused on Eli Lilly's expanding role in treatments for chronic conditions and the scale of...

Eli Lilly’s (LLY) Weight Loss Pill is Better Than Novo’s, Says Jim Cramer
Insider Monkey104d agoneutral
Eli Lilly’s (LLY) Weight Loss Pill is Better Than Novo’s, Says Jim Cramer

We recently published Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks. Eli Lilly and Company (NYSE:LLY) is one of the stocks discussed by Jim Cramer. Pharmaceutical giant Eli Lilly and Company (NYSE:LLY) is one of Cramer’s favorite stocks in the space. The shares are up by 16.9% over the past year […]

Guggenheim Trims Amgen Price Target to $340: Is the Biotech Giant Losing Its Edge?
24/7 Wall St.104d agoneutral
Guggenheim Trims Amgen Price Target to $340: Is the Biotech Giant Losing Its Edge?

Guggenheim trimmed its price target (PT) on Amgen (NASDAQ:AMGN) to $340 from $351 on Monday, May 4, while maintaining a Neutral rating. The revision follows the biotech’s Q1 2026 earnings release and reflects a model update rather than a wholesale thesis change. Amgen stock recently slipped, trading at $324 as of Monday after closing at ... Guggenheim Trims Amgen Price Target to $340: Is the Biotech Giant Losing Its Edge?

This Pharma Stock Keeps Earning My Money, Here’s Why
24/7 Wall St.104d agoneutral
This Pharma Stock Keeps Earning My Money, Here’s Why

I keep buying Eli Lilly (NYSE:LLY), and the latest quarter just made it harder to stop. This is a confession of conviction. I have been adding through every dip in 2026, and the most recent earnings report told me the thesis is accelerating. What pulls me back to the buy button is simple. Lilly sits ... This Pharma Stock Keeps Earning My Money, Here’s Why

Datadog And Two Other Stocks That Could Be Trading Below Fair Value Estimates
Simply Wall St.104d agoneutral
Datadog And Two Other Stocks That Could Be Trading Below Fair Value Estimates

Over the last 7 days, the United States market has remained flat, although it has experienced a notable 28% increase over the past year and earnings are forecast to grow by 16% annually. In this context of overall growth, identifying stocks that may be trading below their fair value can offer opportunities for investors seeking to capitalize on potential undervaluation in the market.

Is Novo Nordisk A/S (NVO) A Good Stock To Buy Now?
Insider Monkey105d agobullish
Is Novo Nordisk A/S (NVO) A Good Stock To Buy Now?

Is NVO a good stock to buy? We came across a bullish thesis on Novo Nordisk A/S on Unfair Advantage’s Substack by AK. In this article, we will summarize the bulls’ thesis on NVO. Novo Nordisk A/S’s share was trading at $38.52 as of April 23rd. NVO’s trailing and forward P/E were 10.65 and 11.38 respectively according […]

Jim Cramer Praises Eli Lilly’s Performance
Insider Monkey105d agoneutral
Jim Cramer Praises Eli Lilly’s Performance

Eli Lilly and Company (NYSE:LLY) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer noted that the company is “creating a lot of jobs,” as he said: Okay, then there’s one that’s totally away from manufacturing or industry or tech, and that’s Eli Lilly. It was up 10%. […]

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.105d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge