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Biotech stocks tend to outperform in the months leading up to an interest rate cut. But other factors are driving performance too.
13 days ago
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Eli Lilly’s ‘diabesity’ medications are positioning it to become the first pharmaceutical company to hit $1 trillion in market cap, Morgan Stanley said.
2 months ago
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Elanco CEO Jeff Simmons expects the company to debut six products over the next two years that will each see more than $100 million in peak sales.
3 months ago
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Ozempic and Wegovy have been cheered for helping people shed unwanted pounds, but the findings of a recent poll underscore the challenges patients face.
4 months ago
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Oprah Winfrey has changed her mind on weight loss drugs and others have, too. What’s ahead for the category in 2024.
4 months ago
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Investors are contemplating where and when the next big obesity drug deal will occur.
4 months ago
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Shoppers are worn down by inflation, but investors are wary of retailers that could get whacked by falling prices.
5 months ago
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Deutsche Bank analyst James Shin says there are several reasons why Lilly should trade at a premium to Novo Nordisk.
6 months ago
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Companies — both big and small — are hoping to grab a piece of the lucrative anti-obesity drug market. Piper Sandler counts 78 agents in development.
6 months ago
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Citi notched its estimate for incretin drug sales to $71 billion by 2035, up from its prior estimate of $55 billion. That view seems conservative. Here’s why.
6 months ago
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Piper Sandler analyst Allison Bratzel said the loss of lean muscle while taking GLP-1 drugs is “a major shortcoming” that could have bigger consequences.
6 months ago
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Investors are making a lot of bets about GLP-1 drugs, but what if those hunches are incorrect?
6 months ago
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GLP-1 medications could have far-reaching implications for a wide variety of conditions, from liver disease to sleep apnea to heart disease.
6 months ago
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The eye-popping predictions for weight loss drug sales hinge on insurance coverage of the pricey treatments, and momentum seems to be building on that front.
7 months ago
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Shares in the maker of medicines for pets and livestock are off 10% since their peak in late July, but investors may be overlooking a key product launch.
7 months ago
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Evercore ISI initiated coverage of an immunology and inflammation drug developer at an outperform, saying the market is underpricing its odds for success.
7 months ago
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A fit population would have different habits that could ripple through the economy and eventually be felt by the real estate industry, Jefferies predicts.
7 months ago
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The popularity of new diabetes and weight loss drugs have been bad news for diabetes device makers, but the news may not be all bad.
8 months ago
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A number of early-stage drug delivery companies are flying under investors’ radar. Some can help patients avoid injections or IVs.
8 months ago
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While Novo Nordisk’s Select study stoked confidence in the weight loss drug market, it spooked holders of medtech and liver disease stocks seen losing out.
9 months ago
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As Alzheimer’s patients seek treatment, they will need MRIs, blood tests and other diagnostics, fueling increased demand for these important tools.
9 months ago