Global Partners (GLP) could produce exceptional returns because of its solid growth attributes.
NVO's GLP-1 pills offer fresh momentum, but Eli Lilly's fast-growing injectable and oral therapies threaten to widen the competitive gap.
Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.
Apyx Medical NASDAQ: APYX is positioning its Renuvion technology and newly launched AYON Body Contouring System to address growing demand for surgical aesthetic procedures, a trend CEO Charlie Goodwin said has been reshaped by the increasing use of GLP-1 weight-loss drugs.
Omada Health NASDAQ: OMDA highlighted record second-quarter revenue and margin performance at the Canaccord Genuity Growth Conference, while outlining its strategy to expand across cardiometabolic conditions, deepen channel partnerships and use GLP-1-related demand to broaden customer relationships.
Global Partners flags higher hedged-inventory carrying costs from steep backwardation, even as strong fuel margins lifted second-quarter product margins.
Viking Therapeutics (VKTX) maintains a Hold rating as competitive pressures intensify in the GLP-1 obesity drug space and key data catalysts approach. VKTX's lead asset VK2735 is in large Phase 3 VANQUISH trials, but efficacy expectations are high, and prior data is limited to a small, short Phase 2 study. A pivotal Q3 catalyst is the maintenance dosing study for VK2735; results could drive price volatility and influence funding needs amid high cash burn.
Global Partners LP Common Units (GLP) Q2 2026 Earnings Call Transcript
Novo Nordisk's Wegovy and Eli Lilly's Zepbound and Foundayo will be available at a cost of $50 a month.
The Danish company developed the most lucrative new drug the world had ever seen. Then America's Eli Lilly outmaneuvered it and took control of the diet-drug market.
The market has spent the past two years treating pharmaceutical stocks like a referendum on GLP-1 drugs.
Eli Lilly (NYSE:LLY) is higher ahead of the open, up 4.8% to trade at $1,169, after the pharmaceutical giant reported second-quarter earnings and revenue that topped Wall Street's expectations, while raising its full-year 2026 revenue guidance.