Eli Lilly's Mounjaro drug revenue surged 125% to $8.66 billion last quarter, prompting a raised full-year revenue forecast of $82-$85 billion and a market cap near $882 billion. Despite this, shares have already climbed significantly, making further gains challenging. Meanwhile, competitor Novo Nordisk faces sales declines and pricing pressures. Investors are now focusing on potential acquisitions upstream in biotech, with Viking Therapeutics, Scholar Rock, and Verve Therapeutics emerging as attractive targets due to their innovative therapies and strategic fits with Lilly and Novo. These smaller companies could be key to future growth in the competitive GLP-1 market.
The Vanguard Growth ETF (VUG) charges a very low fee of 0.03%, costing about $3 annually on a $10,000 investment. However, the real risk lies in its heavy concentration, with over 65% of the fund invested in just ten large-cap stocks like NVIDIA, App...
Eli Lilly shows strong performance with 48% revenue growth driven by GLP-1 drugs Mounjaro and Zepbound, raising 2026 guidance significantly. Novo Nordisk struggles with pricing cuts and pipeline setbacks, keeping its stock range-bound despite solid s...
Eli Lilly became the first pharmaceutical company valued over $1 trillion, driven by strong revenue growth and promising drugs like retatrutide and orforglipron. The company reported a 47.67% revenue increase in Q2 and raised its 2026 revenue guidanc...
Aktis Oncology, a clinical-stage radiopharmaceutical company, closed at $25.00 on August 18, 2026, with a market cap of $1.4 billion and $517.3 million in cash, supporting operations into 2029. Its lead candidate targets Nectin-4 with trial data expe...
Kailera Therapeutics recently closed at $18.51, down 2.5% for the week and 28.8% since its April IPO. The clinical-stage company, with no product revenue, holds $1.17 billion in cash and has a runway into mid-2028. Its lead drug, ribupatide, is in gl...
