Global Partners L.P. (GLP)
NYSE NYSE Primary 
Can Intuitive Surgical Weather GLP-1 Drag on Bariatric Surgery?
Intuitive Surgical grapples with a GLP-1-driven bariatric slump but leans on strong general surgery gains and rising da Vinci 5 adoption.
Structure Therapeutics: Phase 2b Puts Aleniglipron In The Oral GLP-1 Top Tier (Rating Upgrade)
Structure Therapeutics (GPCR) delivered robust Phase 2b results for aleniglipron, surpassing key efficacy and tolerability thresholds for oral GLP-1 therapies. GPCR now appears competitive with top oral obesity drugs, with dose optimization and front-end titration as critical levers for further differentiation. Recent $500M stock offering, combined with $800M cash, positions GPCR as 'Phase 3 ready' but valuation reflects high expectations.
Lilly's GLP-1 Surge Dwarfs Abbott's Steady Device Growth With 54% Revenue Jump
Abbott Laboratories (NYSE: ABT) and Eli Lilly (NYSE: LLY) just reported Q3 earnings that highlight two fundamentally different healthcare bets.
Hims & Hers: The Market's Panic Is Irrational
Hims & Hers Health has sold off ~40% GLP-1 turbulence, but the core growth story remains intact. The company is building a moat through personalized medicine, vertical integration, and diversification beyond GLP-1s, reducing regulatory and competitive risks. By assuming very achievable growth rates, the company seems to be undervalued by up to 102%.
Hims & Hers launches into Canada as country prepare for generic GLP-1 weight loss drugs
Hims & Hers launched in Canada after announcing the company completed its all-cash acquisition of Canadian digital health provider “Livewell”. The deal comes just one month before generic semaglutide weight loss drugs come to market in the country.
Details of failed studies cast pall on Novo Nordisk's GLP-1 as Alzheimer's treatment
Details from two large trials of Novo Nordisk's GLP-1 drug semaglutide showed it provided no cognitive benefit for people with early Alzheimer's disease, researchers said at a medical meeting on Wednesday, dashing remaining hopes that the widely used medication could help such patients.
From Hair Loss To GLP-1: Hims & Hers Health Is Quietly Building A 2030 Healthcare Platform
Hims & Hers Health, Inc. (HIMS) presents a compelling risk-reward profile as bearish sentiment and regulatory concerns appear fully priced into the stock. HIMS is aggressively expanding its product offerings and logistics, driving subscriber and revenue growth, despite near-term margin compression and increased capital expenditures. The upcoming Zava acquisition and potential regulatory changes could further boost HIMS's international presence and revenue, with DCF-based valuations suggesting significant upside.
Hims & Hers: The Growth Story Is Outside GLP-1s
Hims & Hers maintains its long-term Buy rating, despite recent stock volatility and slower subscriber growth. HIMS continues to expand its platform beyond GLP-1s, investing heavily in verticalization and new offerings like Labs via Quest Diagnostics. Short-term free cash flow growth will be slower due to increased capex, but management guides for $2.3B revenue in 2025 and $6.5B by 2030.
Novo Nordisk's oral GLP-1 drug didn't work on Alzheimer's as hoped, and the stock tumbles
Novo Nordisk's stock tumbles after its oral GLP-1 drug failed to show much benefit over a placebo against Alzheimer's.
Novo Nordisk Just Took a Big Swing, Slashing Its GLP-1 Drug Prices. Will It Pay Off for the Healthcare Giant?
Novo Nordisk has lost ground in the weight-loss drug market to Eli Lilly and telehealth companies. The company's new CEO is being far more aggressive, which bodes well.
Is GLP-1 the new AI? Drugmaker Eli Lilly briefly joined the $1 trillion market cap club.
Eli Lilly briefly crossed the $1 trillion market cap threshold, the first drug maker to ever reach that milestone.
Beyond GLP-1: Eli Lilly's Expanding Drug Portfolio Lifts Sales
LLY???s newest approvals and pipeline deals add fresh momentum to revenue growth as the company expands beyond its GLP-1 blockbusters.
