Global Partners L.P. (GLP)
NYSE NYSE Primary 
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.
Novo Nordisk: Is This An Overreaction Or The End Of The GLP-1 Fairy Tale?
The sharp Novo Nordisk A/S stock drop reflects real concerns: slowing demand, CEO transition, rising competition, and macro headwinds. GLP-1 hype is fading as insurance coverage wanes, compounded generics proliferate, and Eli Lilly's Zepbound outperforms Wegovy in trials. NVO stock valuation is reasonable but not cheap; the stock may trade sideways unless a new catalyst emerges, like innovation or regulatory changes.
Viking Therapeutics: What's Next After GLP-1 Hype Dies Down And Competition Intensifies
Viking Therapeutics: What's Next After GLP-1 Hype Dies Down And Competition Intensifies
Will Novo Nordisk's Rare Disease Bets Reduce GLP-1 Reliance?
NVO is expanding into rare blood disorders like hemophilia to ease reliance on GLP-1 drugs Ozempic and Wegovy.
Viking: I'm Bullish On Oral/Injectable GLP-1 Obesity Data Catalysts
VK2735 shows strong early weight-loss data, positioning Viking as a potential third major player in the booming GLP-1 obesity drug market. Despite a sharp stock decline, Viking is well-funded, with $850M cash and large pivotal trials underway for both injectable and oral VK2735. Viking doesn't need to outperform Lilly or Novo; meeting FDA approval thresholds could secure blockbuster status in a massive, multi-drug market.
Hims & Hers Can Still Thrive Without GLP-1s
Hims & Hers has achieved explosive revenue and subscriber growth, driven by its direct-to-consumer telehealth model and expanding product lines. The recent termination of the Novo Nordisk partnership and regulatory scrutiny on GLP-1 drugs pose significant long-term growth risks. Despite Amazon's entry into telehealth, Hims maintains a strong niche with high subscriber growth and improved gross margins.
China's Sciwind's GLP-1 shows similar weight loss to Novo's Wegovy, study finds
Overweight patients given an experimental weight loss drug being developed by China's Sciwind Biosciences lost an average of 10% to 15% of their body weight, roughly in line with results from a similar drug sold by Novo Nordisk , according to a late-stage study published on Saturday.
Novo Nordisk: Ignored GLP-1 Leader Is Now A Deep Value Play
NVO's bottom has finally materialized after the painful halving from June 2024 peaks, as the GLP-1 compounding/supply headwinds moderate. This is significantly aided by the expanded partnership with numerous legacy healthcare/telehealth players, with H2 '25 likely to bring forth sequentially improved performance. Despite the management's lowered FY2025 guidance, NVO's expanded capacity supports the promising consensus forward estimates, with the stock likely to outperform from current oversold levels.
Global Partners (GLP), a Top Stock to Buy Amid the Spike in Oil Prices
Operating one of the largest terminal networks of refined petroleum products in the Northeastern United States, Global Partners (GLP) is an appealing stock to consider amid the sharp spike in crude oil prices.
Omada Health IPO to Price at $19 a Share as GLP-1s Fuel Interest
Omada Health is making its public-market debut, propelled by Americans' renewed focus on how weight affects physical health.
