๐ข ๐๐จ๐ฆ๐ง ๐๐ก: Eli Lilly Delays Retatrutide Approval Filing to Q1 2027 - $Eli Lilly(LLY.US) $Hims & Hers Health(HIMS.US) $Novo Nordisk AS(NVO.US)
๐ ๐๐ฒ๐ ๐๐ถ๐ด๐ต๐น๐ถ๐ด๐ต๐๐:โค ๐๐น๐ถ ๐๐ถ๐น๐น๐ plans to file for ๐ฟ๐ฒ๐๐ฎ๐๐ฟ๐๐๐ถ๐ฑ๐ฒ approval in ๐ค๐ญ ๐ฎ๐ฌ๐ฎ๐ณ.โค Filing delayed to gather additional ๐บ๐ฎ๐ป๐๐ณ๐ฎ๐ฐ๐๐๐ฟ๐ถ๐ป๐ด and quality-control data.โค Phase 3 trials met primary endpoints in two additional studies.โค Adults with obesity and Type 2 diabetes lost up to ๐ฎ๐ป ๐ฎ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐ผ๐ณ ๐ฎ๐ฌ.๐ด% body weight.โค Adults with severe obesity and cardiovascular disease lost up to ๐ฎ๐ป ๐ฎ๐๐ฒ๐ฟ๐ฎ๐ด๐ฒ ๐ผ๐ณ ๐ฎ๐ฎ.๐ฒ% body weight.โค Retatrutide targets ๐๐๐ฃ-๐ญ, ๐๐๐ฃ, and ๐ด๐น๐๐ฐ๐ฎ๐ด๐ผ๐ป hormones.โค Common side effects included ๐ฑ๐ถ๐ฎ๐ฟ๐ฟ๐ต๐ฒ๐ฎ, ๐ป๐ฎ๐๐๐ฒ๐ฎ, and ๐ฐ๐ผ๐ป๐๐๐ถ๐ฝ๐ฎ๐๐ถ๐ผ๐ป.โค TD Cowen estimates retatrutide could generate $๐ฏ.๐ด ๐ฏ๐ถ๐น๐น๐ถ๐ผ๐ป in ๐ฎ๐ฌ๐ฏ๐ฌ sales.โค Novo Nordisk recently sued Lilly over ๐ฎ๐น๐น๐ฒ๐ด๐ฒ๐ฑ false advertising claims.๐ ๐๐ ๐ฝ๐ฒ๐ฟ๐ ๐ฆ๐๐ฎ๐๐ฒ๐บ๐ฒ๐ป๐:๐๐ฒ๐ป๐ป๐ฒ๐๐ต ๐๐๐๐๐ฒ๐ฟ, President of Lilly Cardiometabolic Health:"We believe we have the information necessary to file for approval globally for retatrutide as a potential treatment for obesity, knee osteoarthritis pain and obstructive sleep apnea."
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- H
๐ข ๐๐๐๐ ๐๐: Novo Nordisk Sues Eli Lilly in U.S. Federal Court, Alleging Claim Under the Lanham Act, Court Records Show - $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US)
- M
Novo Nordisk remains a world-class company with leading diabetes and obesity treatments, but I'm re-evaluating my investment. Competition in the obesity market is intensifying, and future growth may become less predictable. I may eventually switch to a healthcare company with a more diversified business and lower execution risk while continuing to monitor Novo Nordisk's progress.
Trade Showcase: Trade, Show & Earn Rewards! - H
๐ข ๐๐๐๐ ๐๐: EU Approves Novo Nordisk's Oral Wegovy for Obesity Treatment - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง ๐๐จ๐ฆ๐ฆ๐ข๐ฌ๐ฌ๐ข๐จ๐ง approves ๐จ๐ซ๐๐ฅ ๐๐๐ ๐จ๐ฏ๐ฒ ๐๐ ๐ฆ๐ .โค Approval covers adults with ๐จ๐๐๐ฌ๐ข๐ญ๐ฒ or overweight with comorbidities.โค Oral Wegovy becomes Novo Nordisk's ๐๐ข๐๐ญ๐ก regulatory approval globally.โค OASIS 4 trial showed approximately ๐๐% mean weight loss over 64 weeks.โค Placebo group recorded approximately ๐๐% mean weight loss.โค Around ๐จ๐ง๐ ๐ข๐ง ๐ญ๐ก๐ซ๐๐ participants lost ๐๐๐% or more body weight.โค EU also approved ๐๐๐ ๐จ๐ฏ๐ฒ ๐.๐ ๐ฆ๐ single-dose injection pen.โค Novo Nordisk says the injection delivers approximately ๐๐๐% weight loss.โค Company plans additional global launches in ๐ญ๐ก๐ ๐ฌ๐๐๐จ๐ง๐ ๐ก๐๐ฅ๐ ๐จ๐ ๐๐๐๐.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:๐๐ข๐ค๐ ๐๐จ๐ฎ๐ฌ๐ญ๐๐๐ซ, president and CEO of Novo Nordisk:"For many people, a tablet may be a simpler and more acceptable way to start and continue treatment." - H
$Hims & Hers Health(HIMS.US) | Canaccord maintains ๐๐ฎ๐ฒ on ๐๐ข๐ฆ๐ฌ & ๐๐๐ซ๐ฌ, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐ ๐๐ซ๐จ๐ฆ $๐๐
Analyst highlights a solid start to branded weight loss drugs, constructive sales data, and sees Hims as one of Novo's most "voluminous" partners.
- H
๐ข ๐๐๐๐ ๐๐: Eli Lilly Plans Europe Launch of Weight-Loss Pill in Late 2026 or Early 2027 - $Eli Lilly(LLY.US) $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐ฅ๐ข ๐๐ข๐ฅ๐ฅ๐ฒ plans to launch its weight-loss pill in Europe and Britain in ๐๐ ๐๐๐๐ or early ๐๐๐๐.โค Launch timing depends on obtaining ๐ซ๐๐ ๐ฎ๐ฅ๐๐ญ๐จ๐ซ๐ฒ approvals across target markets.โค Lilly will initially target the ๐จ๐ฎ๐ญ-๐จ๐-๐ฉ๐จ๐๐ค๐๐ญ telehealth market.โค Strategy mirrors Lilly's ๐.๐. direct-to-consumer obesity business model.โค The company plans partnerships with ๐ญ๐๐ฅ๐๐ก๐๐๐ฅ๐ญ๐ก providers and digital health platforms.โค Lilly says obesity treatment outside the U.S. is largely ๐ฉ๐๐ญ๐ข๐๐ง๐ญ-๐ฉ๐๐ข๐.โค The drug recently secured approvals in the ๐.๐. and ๐๐๐.โค Lilly will continue pursuing ๐ ๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ reimbursement where available.โค U.S. ๐ฆ๐จ๐ฌ๐ญ-๐๐๐ฏ๐จ๐ฎ๐ซ๐๐-๐ง๐๐ญ๐ข๐จ๐ง pricing policies may affect negotiations.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Expands Lilly's presence in the rapidly growing ๐ ๐ฅ๐จ๐๐๐ฅ obesity treatment market.โค Telehealth-focused distribution could accelerate ๐ฉ๐๐ญ๐ข๐๐ง๐ญ access and adoption.โค European expansion may create a significant new ๐ซ๐๐ฏ๐๐ง๐ฎ๐ opportunity for Lilly.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "Our goal will still be public coverage, wherever possible." โ ๐๐๐ญ๐ซ๐ข๐ค ๐๐จ๐ง๐ฌ๐ฌ๐จ๐ง, Executive Vice President of Lilly's International Businesses.โค "MFN will play a role for all launches." โ ๐๐๐ญ๐ซ๐ข๐ค ๐๐จ๐ง๐ฌ๐ฌ๐จ๐ง. - F
Some stocks I think that are at insanely good valuation to start accumulation for the next few years.
- $Microsoft(MSFT.US) at 19 Forward P/E. Too good to ignore. PT: 600+ - $Salesforce(CRM.US) at sub 10 F.P/E. A generational opportunity? PT: 300+ - $ServiceNow(NOW.US) at 19 F.P/E and under 1 PEG. PT: 200+ - $Novo Nordisk AS(NVO.US) is yet another generational opportunity at 10 P/E. PT: 130+ - $Citigroup(C.US), even for a bank this is supremely cheap fundamentals. F.P/E at 11 and PEG under 0.5. PT: 200+ - $Toronto Dominion Bank(TD.US), one more bank and cheaper than remaining banks. PT: 150+ - $Adobe(ADBE.US) F.P/E 7 and PEG under 0.5. PT: 300+ There are a few more but I think you get the point. You have any ideas to share? - H
๐ข ๐๐๐๐ ๐๐: Novo Nordisk to Seek China Approval for Oral Wegovy Within Months - $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US) $Hims & Hers Health(HIMS.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Novo Nordisk plans to file for China approval of oral Wegovy within months.โค CEO Mike Doustdar announced the timeline during his first China visit as CEO.โค Oral weight-loss drugs target patients reluctant to use injections.โค Novo and Eli Lilly are competing for China's obesity treatment market.โค Lilly submitted a China marketing application for orforglipron in late 2025.โค China's semaglutide patent expired in March; data protection lasts until early 2027.โค Novo expects generic competition beginning in Q2 2027.โค Novo says large-scale manufacturing could be a key barrier for competitors.โค Oral Wegovy has secured approvals in the U.S. and U.K., with a U.S. launch underway.โค China GLP-1 sales reached about Yuan 1.4 billion ($207 million) in Q1. - H
๐ข ๐๐๐๐ ๐๐: Novo Nordisk's Wegovy Pill Approved in UK for Weight Management - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค UK approves ๐๐๐ ๐จ๐ฏ๐ฒ ๐ฉ๐ข๐ฅ๐ฅ, oral semaglutide for weight management.โค UK becomes ๐๐ฎ๐ซ๐จ๐ฉ๐'๐ฌ ๐๐ข๐ซ๐ฌ๐ญ country authorizing the treatment.โค Approved for adults with ๐จ๐๐๐ฌ๐ข๐ญ๐ฒ or weight-related conditions.โค Medication to be used alongside ๐๐ข๐๐ญ and ๐๐ฑ๐๐ซ๐๐ข๐ฌ๐.โค Novo expects availability via ๐ฉ๐ซ๐ข๐ฏ๐๐ญ๐ ๐ฉ๐ซ๐๐ฌ๐๐ซ๐ข๐ฉ๐ญ๐ข๐จ๐ง within weeks.โค OASIS 4 trial: ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ ๐๐% weight loss versus 2% placebo.โค Treatment-adherent participants achieved ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ๐ข๐ฆ๐๐ญ๐๐ฅ๐ฒ ๐๐% weight loss.โค Most common side effects were ๐ ๐๐ฌ๐ญ๐ซ๐จ๐ข๐ง๐ญ๐๐ฌ๐ญ๐ข๐ง๐๐ฅ symptoms.โค About ๐% discontinued treatment due to adverse events.โค Approval follows authorizations from ๐ ๐๐ and ๐๐๐ regulators. - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐ Goldman Sachs lifts global obesity-drug forecast to $114bn by 2030 as oral GLP-1s go mainstream - $Hims & Hers Health(HIMS.US) $Novo Nordisk AS(NVO.US) $Eli Lilly(LLY.US)
Goldman Sachs raised its forecast for the global obesity-drug market to $114bn by 2030, up roughly 13% from a $101bn projection in December, citing rapid adoption of oral GLP-1 obesity drugs and a shift from a niche, high-price segment to a mass-consumer market. - H
๐ ๐๐๐๐๐๐๐๐ ๐๐๐๐: TD Cowen Raises Global ๐๐๐-๐ Market Forecast to $๐๐๐๐ by 2030 - $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US) $Novo Nordisk AS(NVO.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค TD Cowen raises ๐๐๐-๐ market forecast to $๐๐๐๐ by ๐๐๐๐.โค Forecast increased from prior estimate of $๐๐๐๐.โค Expected patient population grows to ๐๐๐, up from ๐๐๐.โค Higher treatment volumes expected to offset ๐ฉ๐ซ๐ข๐๐ ๐ซ๐๐๐ฎ๐๐ญ๐ข๐จ๐ง๐ฌ.โค Oral GLP-1 therapies projected to reach ๐๐% of global sales.โค Forecast covers both ๐๐ฒ๐ฉ๐ ๐ ๐๐ข๐๐๐๐ญ๐๐ฌ and obesity treatments.โค Eli Lilly and Novo Nordisk expected to retain dominant ๐ฆ๐๐ซ๐ค๐๐ญ ๐ฌ๐ก๐๐ซ๐๐ฌ. - H
$Novo Nordisk AS(NVO.US) | ๐๐จ๐ฅ๐๐ฆ๐๐ง ๐๐๐๐ก๐ฌ ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ on ๐๐จ๐ฏ๐จ ๐๐จ๐ซ๐๐ข๐ฌ๐ค to $๐๐ from $๐๐, maintains ๐๐๐ฎ๐ญ๐ซ๐๐ฅ
- H
๐ข ๐๐๐๐ ๐๐: Novo Nordisk Uses AI to Cut Drug Filing Timelines by Up to Two-Thirds - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Novo Nordisk leverages ๐๐ to accelerate drug development and approvals.โค Filing timelines reduced from ~๐๐ months to significantly fewer months.โค AI supports ๐ซ๐๐ ๐ฎ๐ฅ๐๐ญ๐จ๐ซ๐ฒ ๐๐จ๐๐ฎ๐ฆ๐๐ง๐ญ drafting and safety analysis.โค Bengaluru hub plays growing role in ๐ ๐ฅ๐จ๐๐๐ฅ ๐๐ซ๐ฎ๐ launches.โค Company used India center for recently launched ๐จ๐ซ๐๐ฅ ๐จ๐๐๐ฌ๐ข๐ญ๐ฒ pill rollout.โค AI-driven operations shifting hiring toward ๐ฌ๐ฉ๐๐๐ข๐๐ฅ๐ข๐ณ๐๐ ๐ซ๐จ๐ฅ๐๐ฌ over headcount growth.โค Industry forecasts see AI cutting early-stage development timelines by ๐๐%. - H
๐ข ๐๐๐๐ ๐๐: Eli Lilly Reports Strong Weight-Loss Data for Oral GLP-1 in Older Adults - $Eli Lilly(LLY.US) $Hims & Hers Health(HIMS.US) $Novo Nordisk AS(NVO.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Eli Lilly presented new ๐ ๐จ๐ฎ๐ง๐๐๐ฒ๐จ (orforglipron) data at ๐๐๐ ๐๐๐๐.โค Oral GLP-1 showed up to ๐๐.๐% weight loss in adults ๐๐+.โค Results came from Phase ๐ ๐๐๐๐๐๐-๐ and ๐๐๐๐๐๐-๐ trials.โค Benefits observed in patients both with and without ๐ญ๐ฒ๐ฉ๐ ๐ ๐๐ข๐๐๐๐ญ๐๐ฌ.โค Foundayo is the only approved ๐จ๐ซ๐๐ฅ ๐๐๐-๐ without food or water restrictions.โค Most common side effects were ๐ ๐๐ฌ๐ญ๐ซ๐จ๐ข๐ง๐ญ๐๐ฌ๐ญ๐ข๐ง๐๐ฅ symptoms like nausea and diarrhea.โค Safety profile remained generally ๐๐จ๐ง๐ฌ๐ข๐ฌ๐ญ๐๐ง๐ญ across age groups. - H
๐ข ๐๐๐๐ ๐๐: Eli Lillyโs Retatrutide Shows Up to ๐๐.๐% Weight Loss in Phase 3 Trial - $Eli Lilly(LLY.US) $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Lillyโs ๐ซ๐๐ญ๐๐ญ๐ซ๐ฎ๐ญ๐ข๐๐ achieved up to ๐๐.๐% weight loss over ๐๐ weeks.โค Highest ๐๐ ๐ฆ๐ dose delivered average loss of ๐๐.๐ pounds.โค ๐๐.๐% of participants lost ๐๐% or more body weight.โค Extension study showed up to ๐๐.๐% weight loss after ๐๐๐ weeks.โค ๐๐.๐% of patients on ๐๐ ๐ฆ๐ moved below obesity-level BMI.โค Common side effects included ๐ง๐๐ฎ๐ฌ๐๐, diarrhea, constipation, and vomiting.โค Retatrutide targets ๐๐๐, ๐๐๐-๐, and glucagon hormone receptors. - H
$Hims & Hers Health(HIMS.US) | ๐๐ข๐ฆ๐ฌ & ๐๐๐ซ๐ฌ: Canaccord maintains ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees $Novo Nordisk AS(NVO.US) Novo partnership and strong subscriber momentum driving 2H growth acceleration despite near-term margin pressure.
- H
๐ข ๐๐๐๐ ๐๐: Novo Nordisk Reports New Positive Data for Higher-Dose Wegovy Trial - $Novo Nordisk AS(NVO.US) $Hims & Hers Health(HIMS.US) $Eli Lilly(LLY.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Novo reports new ๐๐๐๐ ๐๐ trial data for ๐๐๐ ๐จ๐ฏ๐ฒ ๐.๐ ๐ฆ๐ .โค Patients lost average ๐๐% body weight over ๐๐ weeks.โค Higher dose outperformed Wegovy ๐.๐ ๐ฆ๐ and placebo groups.โค Early responders on ๐.๐ ๐ฆ๐ lost nearly ๐๐% body weight.โค Study included ๐,๐๐๐+ adults with obesity without diabetes.โค ๐๐% of weight loss came from reduced ๐๐๐ญ ๐ฆ๐๐ฌ๐ฌ.โค Participants maintained ๐ฆ๐ฎ๐ฌ๐๐ฅ๐ ๐ฌ๐ญ๐ซ๐๐ง๐ ๐ญ๐ก despite significant weight reduction. - H
$Hims & Hers Health(HIMS.US) | ๐๐ข๐ฆ๐ฌ & ๐๐๐ซ๐ฌ: Needham maintains ๐๐ฎ๐ฒ, raises ๐๐ ๐ญ๐จ $๐๐
Analyst sees strong GLP-1 demand and Novo partnership momentum supporting long-term growth.