Global Partners L.P. (GLP)
NYSE NYSE Primary 
The GLP-1 Blockbuster Maker Widens Its Lead as the Diversified Healthcare Giant Posts Steady Growth
Eli Lilly (NYSE: LLY) and Johnson & Johnson (NYSE: JNJ) both delivered strong third-quarter results, but their earnings revealed two fundamentally different healthcare businesses.
Novo Nordisk and Eli Lilly can both gain GLP-1 market share this year, says Citi's Meacham
Geoff Meacham, Citi analyst, joins 'Fast Money' to talk what the year ahead holds for competition in the obesity drug market.
Hims & Hers: Looking Beyond GLP-1s To The Next Phase Of Global Growth
Hims & Hers Health is significantly undervalued, with the market underestimating its growth potential and international expansion opportunities. Geographical and product expansion, vertical integration, and a unique personalized offering position HIMS to regain historical growth rates by 2026 and beyond. Management targets substantial margin expansion, aiming for adjusted EBITDA margins of at least 20% by 2030, with marketing spend expected to decrease.
Novo Nordisk launches first oral GLP-1 weight loss pill in the US
Novo Nordisk (NYSE:NVO) has made its Wegovy pill, the first oral GLP-1 treatment for weight loss, broadly available to patients in the United States. The launch marks a new development in obesity treatment, offering a once-daily pill alternative to weekly injections that have dominated the market.
First GLP-1 pill for obesity from Novo Nordisk launches in the U.S.
American patients can now receive the first-ever GLP-1 pill for weight loss from Novo Nordisk, marking a new chapter of obesity treatment in the U.S. The cash prices of the drug, called the Wegovy pill, are among the lowest on the market, ranging from $149 to $299 per month.
Viking Therapeutics: A Wide-Open Oral GLP-1 Market
Viking Therapeutics is positioned favorably in the oral GLP-1 obesity drug race, with strong Phase 2 results for VK2735. VKTX's oral candidate achieved 12.2% weight loss at the highest dose in 13 weeks, matching or exceeding peers' metrics and showing potential for further improvement. Management will focus Phase 3 dosing on 20-75 mg, balancing efficacy and tolerability while the injectable 78-week Phase 3 Vanquish trial is underway.
FDA approves first GLP-1 pill for obesity from Novo Nordisk
FDA approves first GLP-1 pill for obesity from Novo Nordisk
The FDA has approved the first GLP-1 pill for weight loss, clearing a tablet from Novo Nordisk
Novo Nordisk said it plans to start selling the new pill in the U.S. soon after the new year, with a cash price of $149 a month for the starting dose.
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%.
