Eli Lilly reported a 55.5% revenue increase in Q1 to $19.8 billion, led by $8.66 billion from Mounjaro, and raised its full-year revenue guidance to $82-$85 billion. Despite strong fundamentals, the stock has been stuck near $1,100 due to concerns over pricing pressure and recent insider selling. Analysts and models suggest upside potential to $1,200 or more by year-end 2026, driven by growth in new drugs like Foundayo and retatrutide. Key risks include pricing erosion outpacing volume gains, but the company’s strong revenue growth and product launches support a positive outlook.
The Health Care Select Sector SPDR ETF (XLV) is down about 3% year-to-date despite a 14% gain over the past year. The fund's performance hinges on drug pricing policies and key product pricing, especially from Eli Lilly, which dominates XLV with its ...
DelveInsight's 2026 report reveals more than 100 drugs in development for age-related macular degeneration (AMD), involving over 90 companies globally. These therapies include novel mechanisms like gene therapy, mitochondrial stabilization, and VEGF ...
Healthcare mergers and acquisitions surged to $65 billion in the first quarter of 2026, the highest since 2020, fueled by looming patent expirations on blockbuster drugs like Merck’s Keytruda. Pharma companies are acquiring innovative biotech firms t...
GLP-1 drugs for weight loss are rapidly expanding worldwide, with Novo Nordisk's Wegovy® pill reaching over three million prescriptions since January 2026 and launching in the UAE and UK. Eli Lilly's investigational drug retatrutide shows significant...
The global GLP-1 receptor agonist market, used primarily for type 2 diabetes and obesity management, is projected to grow from $28.7 billion in 2025 to $95.3 billion by 2035, at a compound annual growth rate of 12.1%. Growth is fueled by rising diabe...
