Following a careful analysis of the Zacks Oil and Gas - Refining & Marketing MLP industry, we advise focusing on companies like TRGP, SUN and GLP.
Global Partners, National Fuel Gas Company and Epsilon Energy represent some of the most compelling stocks in the now attractive energy market.
Global Partners LP Common Units (NYSE:GLP ) Q1 2025 Earnings Conference Call May 8, 2025 10:00 AM ET Company Participants Sean Geary - CLO and Secretary Eric Slifka - President and CEO Gregory Hanson - CFO Mark Romaine - COO Conference Call Participants Selman Akyol - Stifel Operator Good day, everyone, and welcome to the Global Partners First Quarter 2025 Financial Results Conference Call. Today's call is being recorded.
Hims & Hers Health (HIMS) released first-quarter earnings after the closing bell on Monday and saw shares surge on the robust numbers.
COR's fiscal second-quarter results are likely to reflect decent U.S. Healthcare Solutions segmental performance.
Hims & Hers Health partners with Novo Nordisk to offer Wegovy, de-risking investment but not significantly altering the business focus on personalized healthcare solutions. The health and wellness platform already targeted $725 million in weight-loss sales this year, without including any branded GLP-1 sales. The company's core business remains robust, with significant contributions from sexual health, dermatology, and mental health, accounting for over $1.2 billion in 2024 sales.
Hims & Hers stock has dropped over 60% from its peak due to concerns about its GLP-1 business, presenting a buying opportunity for long-term investors. The company is ramping up liraglutide manufacturing (an alternative to semaglutide) which will be able to recoup lost sales in its weight loss division after the FDA shortage of semaglutide ends. Hims trades at an appealing 18.1x EV/FY26 adjusted EBITDA, which is modest for a company growing revenue and adjusted EBITDA at a >60% y/y pace.
Drugmaker Eli Lilly (LLY 14.56%) hasn't been exempt from the recent market pullback, but its stock shot higher following the announcement that its newest GLP-1 drug had successfully completed the first of several phase 3 drug trials.
Eli Lilly's oral GLP-1 drug orforglipron showed strong Phase 3 results with 7.9% weight loss and good tolerability, establishing leadership in obesity treatment. Orforglipron offers advantages over competitors including easier manufacturing, no liver safety signals, and simpler administration than Novo Nordisk's option. Lilly reported $13.5B Q4 revenue (+32% YoY), driven by Mounjaro and Zepbound, with 2025 guidance of $58-61B.
Jared Holz, Mizuho, joins 'Closing Bell Overtime' to talk Novo Nordisk sinking on lighter-than-expected GLP-1 demand.
Over the last couple of years, the pharmaceutical sector has captivated investors thanks in large part to novel medications used to treat chronic weight management and diabetes.
Ray Stevens, Structure Therapeutics CEO, joins 'Fast Money' to talk advancements in weight loss drugs and the development of a GLP-1 pill.