Poolbeg Pharma PLC (AIM:POLB, OTC:POLBF) CEO Jeremy Skillington talked with Proactive about the company's interim results and key clinical milestones. Skillington highlighted that Poolbeg ended June with £10.0 million in cash, supported by an upsized and oversubscribed £4.87 million fundraise earlier in the year.
Fractyl Health delivered best-case results from its REMAIN-1 trial, with Revita patients continuing weight loss after GLP-1 discontinuation while placebo significantly rebounded. GUTS is still ~$230 million market cap, given de-risked Revita data and a robust cash position following recent financings. Revita's unique, durable weight loss profile and minimal side effects position it as a one-time solution for GLP-1 discontinuation, addressing a major market need.
Eli Lilly on Wednesday said its experimental pill led to more weight loss and better control of blood sugar in patients with diabetes than oral semaglutide, the active ingredient in Danish rival Novo Nordisk's diabetes and weight-loss medicines.
Fractyl Health's Revita offers a one-time procedure to maintain GLP-1 weight loss, with pivotal 45-patient trial data expected imminently. Early open-label results show Revita may significantly reduce post-GLP-1 weight regain. Despite past "OK" results in T2D, Revita's may have found its killer application in GLP-1 discontinuation patient; awarded FDA Breakthrough Device Designation.
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.
NVO and VKTX face setbacks and rising competition as they battle for ground in the GLP-1 obesity market.
I remain bullish on Hims & Hers Health due to its resilient subscriber growth and strong positioning in the expanding personalized care and telehealth markets. Despite the loss of the GLP-1 contract with Novo Nordisk, HIMS is adapting quickly, maintaining revenue growth and benefiting from high customer retention and positive feedback. The company's financials show sustained profitability, robust revenue growth, and a premium valuation justified by its superior performance compared to competitors like Teladoc.
jetcityimage / iStock Editorial via Getty Images Eli Lilly stock was up more than 50% in 2024, before declining in 2025.
Morning Brief anchor Julie Hyman breaks down the latest market news for August 18, 2025. Novo Nordisk's weight loss drug Wegovy is the first GLP-1 drug approved to treat liver disease.
The ongoing compounding/ regulatory headwinds have triggered LLY's and NVO's painful corrections, worsened by the notable market rotation to AI boom. LLY's double beat FQ2'25 performance, raised FY2025 guidance, and growing GLP-1 market share have been well negated by the underwhelming oral candidate results. NVO's upcoming oral candidate launch in late 2025/ early 2026 and potentially rich TAM of $23.75B by 2030 have also been derailed by the management change and lowered FY2025 guidance.
Global Partners (GLP) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.
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.