Global Partners L.P. (GLP)
NYSE NYSE Primary 
Eli Lilly's Breakout Is Here - Growing GLP-1 Market Share
LLY's Mounjaro and Zepbound deliver accelerated weight loss rates compared to NVO's Wegovy, which perhaps explains the former's triple digits GLP-1 revenue growth on a YoY basis. This is on top of LLY's expanding US incretin analogs market share on a QoQ/ YoY basis, aided by the increased manufacturing capacity despite the CVS headwinds. Given the prior sideways trading cadence since early 2024 and profitable growth trends despite elevated IPR&D expenses, LLY remains cheap at an estimated 3Y PEG non-GAAP ratio of 0.91x.
Eli Lilly, Novo Nordisk's Historic GLP-1 Pricing Deals - What Investors Need To Know
Novo Nordisk A/S and Eli Lilly and Company have agreed to slash US prices for Ozempic, Wegovy, Mounjaro, and Zepbound, expanding Medicare/Medicaid access. NVO's stock has dropped sharply in 2025, but the new deal could boost long-term revenue by increasing drug accessibility and wiping out compounded competition. Despite price cuts, LLY's strong US manufacturing presence and blockbuster tirzepatide sales position it for continued growth and potential $1T market cap.
Global Partners LP Common Units (GLP) Q3 2025 Earnings Call Transcript
Global Partners LP Common Units ( GLP ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Sean Geary - Chief Legal Officer & Secretary Eric Slifka - President, CEO & Vice Chairman of Global GP LLC Gregory Hanson - Chief Financial Officer of Global GP LLC Conference Call Participants Selman Akyol - Stifel, Nicolaus & Company, Incorporated, Research Division Presentation Operator Good day, everyone, and welcome to the Global Partners Third Quarter 2025 Financial Results Conference Call. Today's call is being recorded.
Startup Omada Health to start prescribing GLP-1s, other obesity medications as membership grows
Virtual care company Omada Health said it will start prescribing GLP-1s and other obesity drugs and help patients manage those medications. The announcement expands the offerings under the company's weight management program as its membership grows to more than 100,000.
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.
