Atlas Healthcare Fund, managed by VST Capital, invested in Eli Lilly at around $350 per share in 2020, well before its GLP-1 drug tirzepatide became a major success. The stock now trades above $1,200, reflecting a gain of over 246%. This early investment was based on deep clinical analysis rather than market trends, a strategy also applied to other healthcare stocks like Alnylam and TransMedics, which saw significant returns. Since its 2020 launch, the fund has delivered a cumulative return of over 1,720%, highlighting the value of clinical expertise in identifying breakthrough healthcare investments early.
In Q2 2026, Eli Lilly reported a strong 48% revenue growth driven by blockbuster obesity drugs Mounjaro and Zepbound, especially with rapid international expansion. Novo Nordisk faced challenges including shrinking U.S. sales, price cuts, layoffs, an...
Vanguard Growth Index Fund Admiral Shares (VIGAX) is heavily concentrated, with about 44.6% of its assets in just four mega-cap tech stocks: NVIDIA, Apple, Alphabet, and Microsoft. This concentration means investors are effectively making a large bet...
Eli Lilly projects fiscal 2026 revenue between $85 billion and $87 billion, nearing the $100 billion mark. The company's stock is up nearly 78% over the past year, driven by strong Q2 2026 results including $22.97 billion revenue and significant sale...
The FDA has approved a new blood test developed by Roche and Eli Lilly to help identify Alzheimer's disease symptoms in patients over 55. The Elecsys Phospho-Tau (217P) Plasma test detects amyloid pathology, a brain marker linked to Alzheimer's, usin...
Eli Lilly has introduced Foundayo, an oral GLP-1 pill for weight loss and type 2 diabetes, in UK pharmacies following recent approval. This tablet offers a convenient alternative to injections and is licensed for adults with certain BMI criteria or w...
