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Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain’s drug regulator authorized the company’s oral GLP-1 drug orforglipron, becoming the first country in Europe to approve the pill. Shares of LLY increased more than 2% in response to the announcement, a modest but insightful reaction for a company whose […]

Two healthcare players, Scholar Rock Holding Corporation (NASDAQ:SRRK) and Novo Nordisk A/S (NYSE:NVO), find their near-term narratives intertwined over manufacturing compliance. One is smoothly navigating a supply chain hurdle ahead of a critical drug approval, while the other just delivered a complicated financial quarter. The contrast reveals how investors weigh proactive execution against noisy financial […]

Shares of Danish pharmaceutical giant Novo Nordisk A/S (NYSE:NVO) experienced sharp volatility following its latest quarterly results. On the August 12 episode of Mad Money, Jim Cramer pointed out the disconnect between the company’s strong performance and Wall Street’s initial negative knee-jerk reaction. Cramer commented: Alright, what happened to the stock of Novo Nordisk, the […]

They are way more than just GLP-1 stocks.

Novo argues that differentiated treatments--not a single dominant drug--will determine its position against Eli Lilly.

WST's faster HVP growth, wider margins and stronger earnings outlook support the bull case, but its premium valuation leaves less room for error.

West Pharmaceutical's Q2 beat, faster HVP growth and wider margins drove a higher 2026 outlook, strengthening its earnings case.

A marketing dispute could reshape a crucial competitive advantage

It's yet another setback for the drugmaker.

The European stock markets closed mixed in Thursday trading as The Stoxx Europe edged 0.1% lower, Ge

European equities traded in the US as American depositary receipts were higher late Thursday morning

Novo Nordisk (CPSE:NOVO B) faces fresh competition as the UK's MHRA approves Eli Lilly's oral weight loss therapy Foundayo for use in the country. The approval adds a non injectable option alongside Novo Nordisk's GLP 1 based obesity drugs and could affect demand patterns if Foundayo is adopted in public healthcare settings. In the US, Amazon Pharmacy launches a new Medicare weight loss drug program priced at $50 per month that will include Novo Nordisk and Eli Lilly medications. These...

NVO's GLP-1 pills offer fresh momentum, but Eli Lilly's fast-growing injectable and oral therapies threaten to widen the competitive gap.

Lilly's Foundayo records $98M in Q2 sales, while rising prescriptions, broader access and global expansion set the stage for H2 growth

Wave Life Sciences has lost nearly 70% of its value this year, yet its RNA platform spans obesity, rare liver disease, and genetic disorders in ways that could make it irresistible to the right buyer. The question is which pharma giant moves first.

Market volatility has dropped since the recent correction, but with plenty of items on the news front, we could see a volatility spike at any point.

Novo Nordisk's CEO conceded Eli Lilly is gaining market share even as oral Wegovy hits record prescriptions and the stock keeps falling.

Wegovy pill upside has already played out, leaving the multiple at the European pharma average

European equities traded in the US as American depositary receipts were edging lower late Wednesday

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.

With CPI dropping at 8:30 AM and the Strait of Hormuz near shutdown, Wall Street faces a pivotal morning that could swing stocks sharply in either direction, and analysts at Deutsche Bank, Oppenheimer, Berenberg, and others are already repositioning ahead of the numbers.

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

A new market could accelerate Lilly's oral obesity ambitions

European equities traded in the US as American depositary receipts were tracking higher late Tuesday

The U.K. becomes Lilly's first international market for the pill.

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 […]

Novo Nordisk has entered a strategic partnership with Amazon Web Services (AWS) to enhance drug discovery using artificial intelligence and cloud technologies. This collaboration includes establishing a co-innovation hub in London, which brings together AWS engineers, AI specialists, and Novo Nordisk's research and development teams to streamline the process of bringing new medicines to market. As part of this agreement, AWS becomes Novo Nordisk's preferred cloud provider and strategic AI...

The MHRA is the first European regulator to give Foundayo a regulatory blessing, with the drug still under review by the EU.

For years, investors have viewed Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) through one lens: the race to dominate the booming obesity-drug market. But Washington is beginning to shift the conversation. With the U.S. government pushing pharmaceutical companies to manufacture more medicines domestically and reduce dependence on overseas supply chains, manufacturing has become more of […]