A recent survey shows 16% of large employers are thinking about dropping coverage for GLP-1 weight-loss drugs due to high costs, up from 9% last year. This shift could reduce employer-paid prescriptions but may increase cash purchases by patients, affecting drugmakers differently: Eli Lilly relies more on cash buyers and has strong revenue guidance, while Novo Nordisk faces flat or declining sales and price cuts. The trend highlights rising healthcare costs and could reshape the obesity drug market ahead of upcoming earnings reports from both companies.
Eli Lilly's stock is up 1.04% at USD 1,295.28, with a market cap of $1.14 trillion, while Novo Nordisk is down 1.24% at USD 38.19 on Pluang. The platform shows a strong buy interest in Eli Lilly with 71% buy orders, contrasting with 70% sell orders for Novo Nordisk. These figures are current as of Oct 29, 2026 02:41 WIB.
Eli Lilly, Merck, and Gilead Sciences are set to report their Q3 2026 earnings on October 29, with Eli Lilly facing lowered EPS estimates amid strong GLP-1 drug demand, Merck dealing with tough comparisons for its cancer drug Keytruda, and Gilead man...
Eli Lilly has outpaced Novo Nordisk in the GLP-1, obesity, and Type 2 Diabetes market, achieving a $1.21 trillion valuation. While Novo Nordisk's share price has fallen back after earlier gains and revenue growth remains flat, its management's strate...
Eli Lilly announced that Patrik Jonsson, executive vice president and president of Lilly International, will retire at the end of 2026 after a 36-year career. Starting January 1, 2027, Ilya Yuffa will take on an expanded role as executive vice presid...
In 2026, an S&P 500 index excluding AI-related stocks briefly outperformed the traditional S&P 500, reaching a 12.4% gain compared to the benchmark's 12%. This shift followed a sharp selloff in AI-linked tech stocks, which make up about 45% of the S&...
Eli Lilly's board announced a dividend of $1.73 per share for the fourth quarter of 2026, payable on December 10 to shareholders recorded by November 13. This dividend reflects the company's ongoing commitment to returning value to shareholders amid ...
