Looking at surging obesity drug sales, market share momentum, and an increased fair value estimate, here’s what we think of ...

We came across a bullish thesis on Eli Lilly and Company (LLY) on Substack by Kontra. In this article, we will summarize the ...

Investors are worried Novo Nordisk's competition with Eli Lilly is heating up and that the first-to-market GLP-1 leader is ...

The maker of Ozempic and Wegovy expects lower sales and profit growth this year despite recent victories against compounders.

Sales are booming for Lilly's tirzepatide products, Mounjaro and Zepbound. The company's market share for incretin analogs now tops 50%. Notably, Lilly's market share is increasing while Novo ...

Lilly's obesity therapy recently outperformed Wegovy in a head-to-head weight loss study, while CagriSema's top-line efficacy was in the same ballpark as Zepbound in the phase 3 readout.