Global Partners L.P. (GLP)
NYSE NYSE Primary 
Lilly's Mounjaro tops other GLP-1s for some type 2 diabetes patients
We also report on two studies with findings that could bring eventual relief for patients still struggling with long COVID symptoms.
Lilly's GLP-1 medications will soon be covered by CVS, potentially opening access for millions of Americans
That means millions more Americans may get access to Lilly's new GLP-1 pill Foundayo or the GLP-1 injection Zepbound.
Novo Nordisk faces complex GLP-1 landscape as oral launch patterns diverge from injectables
Novo Nordisk's (NYSE:NVO) investor relations team presented at Deutsche Bank's European Champions Conference, with the broker maintaining its hold rating and DKK290 target price on the Danish pharma group. The key takeaway concerned the launch of Novo's oral semaglutide product, where the company confirmed that dose escalation patterns are not yet mirroring the trajectory seen with its injectable formulations.
Wall Street Underestimates Novo Nordisk's GLP-1 Comeback
Despite Wall Street skepticism, Novo Nordisk A/S is starting to catch up with Eli Lilly, the market leader in the GLP-1s market. This skepticism mainly reflects declining demand for Ozempic, as well as the weak performance of its long-acting insulin franchise. So, sales of Ozempic fell 12.6% quarter-on-quarter and 15% YoY to about DKK 27.83 billion in Q1.
Signos grows foothold in weight-loss wave fueled by GLP-1s with its AI health data tracking
Health tech startup Signos announced a $20 million funding round and expanded its partnership with medical device giant Dexcom. Signos makes an AI-powered glucose monitoring system designed to help with healthy weight loss, the first of its kind to be cleared by the FDA in 2025.
Novo Nordisk faces new GLP-1 rival as Eli Lilly's triple agonist sets weight-loss record
Citi said Eli Lilly and Co's (NYSE:LLY) experimental obesity drug retatrutide has set a new competitive benchmark for the GLP-1 weight-loss market after a pivotal trial showed patients losing 28% of their body weight over 80 weeks at the highest dose. The results from the TRIUMPH-1 trial, the first dedicated phase III obesity study of the triple agonist drug, were broadly in line with the previously reported TRIUMPH-4 trial in obesity and knee osteoarthritis patients, which showed 28.7% weight loss at 68 weeks.
From Zepbound to Foundayo: Lilly's Latest Results Support Oral GLP-1 Outlook
Shares of Eli Lilly and Company NYSE: LLY, the world's most valuable pharmaceutical stock, started 2026 in a bad way. Near the end of April, LLY shares had fallen as much as 20%.
Novo Nordisk cautiously optimistic on key GLP-1 obesity study, says Deutsche Bank
Deutsche Bank has maintained its 'hold' rating on Novo Nordisk (NYSE:NVO) with a price target of DKK290 after hosting the Danish drugmaker's head of research and development, Martin Lange. Analyst Emmanuel Papadakis said the key takeaway was that Novo is cautiously optimistic its cagrisema RD11 obesity study will yield a better result than the earlier RD4 trial, which disappointed markets when data was released.
Novo Nordisk: 2 Reasons To Buy This GLP-1 Giant
I rated Novo Nordisk a Buy, trading at deep value after a 70% selloff and currently at ~10x trailing earnings. NVO's pipeline, including high-dose Wegovy, zenagamtide, and UBT251, positions it closer to Eli Lilly than market sentiment suggests. Despite pricing and clinical setbacks, the company's stable revenue outlook and potential P/E re-rating support mid-teens annualized returns through 2030.
Are Investors Undervaluing Global Partners (GLP) Right Now?
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.
Hims & Hers Health: GLP-1 Drama Ending Signals Return To Growth
Hims & Hers Health has returned to growth mode after volatility from the GLP-1 transition, yet trades near multi-year lows. The online health platform guided up 2026 revenues to $3B, exceeding consensus, and does not yet reflect the Eucalyptus acquisition. The company faces short-term margin pressure from branded GLP-1 drugs and international scaling, but the long-term target remains at least 20% EBITDA margins in 2030.
Can Novo Nordisk Sustain Its GLP-1 Edge Amid Lilly's Growing Pressure?
NVO beats Q1 estimates and raises its 2026 outlook. Meanwhile, Eli Lilly's expanding GLP-1 portfolio threatens its obesity market dominance.
