Global Partners L.P. (GLP)
NYSE NYSE Primary 
Novo Nordisk Is Seeing Slowing Demand for GLP-1s Wegovy and Ozempic
U.S.-listed shares of Novo Nordisk (NVO) fell after the drugmaker scaled back its outlook, citing disappointing demand for its GLP-1 weight loss and diabetes drugs as competition in the sector increases.
Novo Nordisk Q3 Earnings & Revenues Miss, GLP-1 Drugs Face US Hurdles
NVO's Q3 profit and revenues miss expectations as Wegovy and Ozempic growth slows amid U.S. compounding and pricing headwinds.
Hims & Hers: GLP-1 Partnership Could Unlock Value
Hims & Hers Health reported strong 3Q25 revenue growth of 49% YoY, despite a GAAP EPS miss and shares falling post-earnings. HIMS is expanding its offerings, including testosterone and potential at-home cancer screening, and is in renewed talks with Novo Nordisk for oral Wegovy distribution. Management guides for robust 4Q25 and full-year 2025 revenue and EBITDA, with international expansion and new partnerships fueling long-term growth.
Eli Lilly Raises Outlook on Soaring GLP-1 Demand
Eli Lilly reported higher third-quarter profit and raised its full-year outlook on the back of surging demand for its GLP-1 weight-loss drugs.
Dr. Reddy's: Underappreciated Future Amid Exaggerated Headwinds
Dr. Reddy's Laboratories remains a compelling buy due to underappreciated growth in biosimilars and GLP-1 segments, despite near-term headwinds. RDY's Q2 FY26 results showed modest revenue growth, with North America lagging but Europe and emerging markets offsetting declines through acquisitions and new launches. Key growth drivers include upcoming biosimilar Abatacept and generic GLP-1 drugs, with launches expected to boost earnings beyond FY27 as Revlimid headwinds subside.
West Pharmaceutical Services: HVP Moat Cum GLP-1 And Biologics Tailwinds Reinforce Upward Momentum
West Pharmaceutical Services earns a Buy rating with a $320 price target, reflecting ~18% upside with strong long-term growth prospects. WST's high-value product mix is expanding, driving margin growth through proprietary, high-margin offerings and regulatory stickiness. Surging demand for GLP-1 therapies and biologics underpins durable growth for WST's containment and delivery systems, reinforcing the investment thesis.
Abbott: GLP-1 Beneficiary - A Dividend Raise May Be Coming
The market has overreacted to ABT's lowered FY2025 organic sales growth/narrowed adj. EPS, since the management continues to deliver robust numbers while building upon FY2024 outperformance. Much of its tailwinds are attributed to the robust demand for its diabetes care offerings across continuous glucose monitors and Adult Nutrition, thanks to the ongoing GLP-1 boom. ABT has also been driving renewed growth, with new launches generating "nearly $0.5 billion in sales this quarter and adding more than 100 basis points to organic sales growth."
Eli Lilly and Novo Nordisk stocks fall as Trump says he wants $150 price for GLP-1s
Shares of Eli Lilly and Novo Nordisk dropped Friday, after President Donald Trump said his administration aims to cut the cost of brand name GLP-1 weight loss drugs to $150 per month, a fraction of their current list price. Centers for Medicare and Medicaid Administrator Dr. Mehmet Oz interjected and stressed that the administration has not yet agreed to GLP-1 price reductions with drugmakers.
Poolbeg Pharma CEO on POLB001 & GLP-1 trial plans - ICYMI
Poolbeg Pharma PLC (AIM:POLB, OTC:POLBF) CEO Jeremy Skillington talked with Proactive about the company's interim results and key clinical milestones. Skillington highlighted that Poolbeg ended June with £10.0 million in cash, supported by an upsized and oversubscribed £4.87 million fundraise earlier in the year.
Fractyl Health: Best-Case Results; Financing Dilutes But Removes Overhang
Fractyl Health delivered best-case results from its REMAIN-1 trial, with Revita patients continuing weight loss after GLP-1 discontinuation while placebo significantly rebounded. GUTS is still ~$230 million market cap, given de-risked Revita data and a robust cash position following recent financings. Revita's unique, durable weight loss profile and minimal side effects position it as a one-time solution for GLP-1 discontinuation, addressing a major market need.
Lilly says its experimental GLP-1 pill better than Novo's Rybelsus in diabetes study
Eli Lilly on Wednesday said its experimental pill led to more weight loss and better control of blood sugar in patients with diabetes than oral semaglutide, the active ingredient in Danish rival Novo Nordisk's diabetes and weight-loss medicines.
Fractyl Health: One-Time Procedure To Lock-In GLP-1 Weight Loss; High Risk, High Reward
Fractyl Health's Revita offers a one-time procedure to maintain GLP-1 weight loss, with pivotal 45-patient trial data expected imminently. Early open-label results show Revita may significantly reduce post-GLP-1 weight regain. Despite past "OK" results in T2D, Revita's may have found its killer application in GLP-1 discontinuation patient; awarded FDA Breakthrough Device Designation.
