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.
Lilly's Jake Van Naarden: Lilly's success with GLP-1's allows us to reinvest in oncology
CNBC's Angelica Peebles sits down with Lilly's Head of Oncology, Jake Van Naarden, to discuss what's next in Lilly's oncology pipeline and what Lilly is changing about its clinical trials to make them easier for patients to participate in.
Novo Nordisk vs. Viking Therapeutics: Which GLP-1 Stock Has More Upside?
With VKTX surging on clinical results and NVO investing to cement market share, investors face a high-stake GLP-1 showdown.
Novo Nordisk's GLP-1 lead narrows, but long-term thesis still holds
A fresh physician poll has revived debate over the shifting balance of power in the weight-loss drug market. According to Deutsche Bank, the snapshot shows a marginal swing in favour of Eli Lilly and Co's (NYSE:LLY) Zepbound over Novo Nordisk's (NYSE:NVO) Wegovy.
Pepsi: Forget GLP-1 And Dividend Cuts, These Are The Real Reasons Why It's Crashing
Pepsi's slump is mainly due to aggressive price hikes and high T-bond yields, not diworsification or health trends. Core profitability and capital efficiency remain strong; dividend sustainability concerns are overblown as growth CapEx normalizes. Pepsi's valuation is now 15-20% below fair value, offering an attractive entry point for long-term investors.
3 Refining & Marketing MLPs Poised to Defy Bearish Trends
Following a careful analysis of the Zacks Oil and Gas - Refining & Marketing MLP industry, we advise focusing on companies like TRGP, SUN and GLP.
Bullish Case for These Energy Stocks: GLP, NFG, EPSN
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 (GLP) Q1 2025 Earnings Call Transcript
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 Shows It's More Than Just GLP-1 Drugs
Hims & Hers Health (HIMS) released first-quarter earnings after the closing bell on Monday and saw shares surge on the robust numbers.
Will Speciality and GLP-1 Drugs Help COR Beat Q2 Earnings Estimates?
COR's fiscal second-quarter results are likely to reflect decent U.S. Healthcare Solutions segmental performance.
