Global Partners L.P. (GLP)
NYSE NYSE Primary 
Global Partners (GLP) is an Incredible Growth Stock: 3 Reasons Why
Global Partners (GLP) is well positioned to outperform the market, as it exhibits above-average growth in financials.
Trump GLP-1 Pilot Program Could Boost Novo Nordisk & Eli Lilly
This week, drugmakers had a scare when President Trump threatened to levy tariffs of up to 250% on imported pharmaceuticals. The news jolted the health care sector, which fell by 2.74% over the past five days, compounding its struggles this year, which have resulted in its 5.13% loss—the worst among all 11 sectors in the S&P 500.
Global Partners LP Common Units (GLP) Q2 2025 Earnings Call Transcript
Global Partners LP Common Units (NYSE:GLP ) Q2 2025 Earnings Conference Call August 7, 2025 10:00 AM ET Company Participants Eric S. Slifka - President, CEO & Vice Chairman of Global GP LLC Gregory B.
Hims & Hers: A High-Risk Bet
Upgrading Hims & Hers Health, Inc. to a speculative Buy after a 20% post-earnings selloff, given management's reaffirmed guidance and near-term demand for personalized compounded GLP-1s. I believe the FY 2025 revenue guidance of $725 million hinges almost entirely on continued sales of personalized compounded GLP-1s. Key HIMS stock risks include potential FDA or court bans on compounded GLP-1s and ongoing litigation, which could sharply impact revenue and stock price.
Novo Nordisk Q2 Earnings Beat, Sales Miss, GLP-1 Drugs Face US Hurdles
NVO's Q2 earnings beat but revenues miss estimates as Wegovy and Ozempic face U.S. setbacks and rising competition.
There Is Only 1 GLP-1 Stock to Buy In 2025
Key Points in This Article: Ozempic's introduction shifted obesity treatment from lifestyle to pharmacological solutions, using GLP-1 drugs to regulate appetite and glucose.
Wait Out The GLP-1 Storm - Buy The Hims And Hers Post-Earnings Dip
Hims and Hers faced a short-term revenue dip due to regulatory changes and GLP-1 customer offboarding, but core growth remains strong. Subscriber numbers surged 31% quarter-over-quarter, and product diversification continues to drive long-term revenue expansion. Regulatory-driven shipment cadence changes should normalize by late 2025, supporting a rebound in average revenue per customer and total revenue.
GLP-1 War: A Look At The Epic Pipeline Battle Between Novo Nordisk And Eli Lilly
Novo Nordisk's share price collapse is an overreaction; the market underestimates its robust pipeline and continued double-digit growth potential. The GLP-1 obesity drug market is massive and supports multiple winners; both Novo Nordisk and Eli Lilly will thrive, not just one. Novo's upcoming drugs (cagrisema, amycretin, UBT251) have strong potential to close or surpass the efficacy gap with LLY's pipeline.
Will GLP-1 Demand Drive MCK's Top Line This Earnings Season?
MCK's Q1 results are expected to reflect strong prescription volume growth from GLP-1 demand, but lower margins may weigh on profitability.
Hims & Hers: Buy The Core Engine, Not The Headline
Hims & Hers Health's Q2 revenue miss and decelerating growth triggered a stock drop, but core business ex-GLP-1 remains robust with strong subscriber growth. Profitability is improving, with adjusted EBITDA nearly doubling year-over-year and higher average revenue per subscriber offsetting margin pressures from product mix shifts. Despite GLP-1 headwinds, Hims & Hers maintained full-year 2025 guidance, signaling confidence in its ability to absorb volatility and expand into new categories.
Can Specialty and GLP-1 Momentum Support Cencora's Q3 Results?
COR benefits from strong specialty and GLP-1 demand, but Q3 results may face pressure from international weakness.
West Pharmaceutical: Q2 Earnings Suggest Recovery
West Pharmaceutical Services, Inc.'s Q2 results signal a return to growth, driven by strong demand for high-value products and GLP-1 agonist components. I am revamping my bullish thesis: GLP-1 drugs now provide a powerful, sustained growth catalyst beyond the company's traditional biologics and injectable therapeutics exposure. Risks include elevated valuation, potential competition, and the threat of oral GLP-1 formulations or healthcare policy changes impacting future growth.
