Global Partners L.P. (GLP)
NYSE NYSE Primary 
GLP-1 wars: Lilly's FDA-approved oral weight-loss pill puts Novo Nordisk's Wegovy franchise under fresh pressure
Foundayo launches on April 6 at the same price as Novo's pill, threatening to reshape the $50 billion obesity drug market before Novo's first-quarter results Eli Lilly and Co (NYSE:LLY) has won FDA approval for Foundayo, its oral GLP-1 weight-loss drug, with a commercial launch set for April 6. The approval, which Citi flagged as a must-read development for Novo Nordisk (NYSE:NVO) investors, arrives at one of the most difficult moments in Danish drugs giants recent history and opens a new front in the battle for the obesity market.
Novo Nordisk says Wegovy pill outperforms Lilly's oral GLP-1 in cross-trial comparison
Oral Wegovy demonstrated "significantly greater mean weight loss" than Lilly's rival pill Foundayo, which was approved this week, Novo Nordisk said Thursday. Novo's findings evaluated previously published studies of the medicines and did not include any fresh data points.
Novo Nordisk shares resilient as FDA approves Eli Lilly GLP-1 weight-loss pill to intensify competition
Shares in Novo Nordisk (NYSE:NVO) held firm and edged higher in early trading on Thursday despite the US Food and Drug Administration approving a new once-daily weight-loss pill from rival Eli Lilly that sets up a fresh phase of competition in the lucrative obesity drug market. Novo stock rose 2.6% in opening deals on Thursday, suggesting investors and analysts had already priced in much of the competitive threat, with the Danish drugmaker's shares having fallen almost 50% over the past year as rival drugs emerged to challenge the dominance of its Ozempic and Wegovy franchises.
FDA approves Eli Lilly's GLP-1 pill, opening the next phase of the weight loss drug market
The FDA approved a GLP-1 pill from Eli Lilly called Foundayo. Foundayo isn't as effective as Lilly's weekly shot Zepbound, but the once-daily pill could be attractive for people looking for convenience, and it can be scaled around the world, Lilly CEO Dave Ricks said.
These 5 Biotechs Could Be the Next Big GLP-1 Acquisition Target
The GLP-1 revolution has reshaped biopharma M&A strategy. With Novo Nordisk and Eli Lilly generating tens of billions in annual obesity drug revenue, large-cap acquirers are scouring the biotech landscape for the next transformative asset.
Down 13% in 4 Weeks, Here's Why Global Partners (GLP) Looks Ripe for a Turnaround
Global Partners (GLP) has become technically an oversold stock now, which implies exhaustion of the heavy selling pressure on it. This, combined with strong agreement among Wall Street analysts in revising earnings estimates higher, indicates a potential trend reversal for the stock in the near term.
Structure Therapeutics: A High-Risk, High-Reward Bet On The Next GLP-1 Blockbuster
Structure Therapeutics reported Phase 2 data for Aleniglipron, showing 16% weight loss at 44 weeks with strong tolerability and no safety signals. Aleniglipron's best-in-class oral efficacy, low discontinuation, and clean safety profile position GPCR as a formidable challenger or acquisition target in obesity therapeutics. Significant risks remain: long, costly Phase 3 trials, uncertain durability of tolerability, and the need for additional capital before commercialization.
Should Value Investors Buy Global Partners (GLP) Stock?
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.
Novo Nordisk GLP-1 pipeline shows promise but oral drug trends give analysts pause
Novo Nordisk (NYSE:NVO) has received a broadly neutral assessment from Deutsche Bank and Citi after a series of clinical and commercial updates, with both brokers flagging encouraging but not transformative data from the Danish drugmaker's pipeline. The most substantive clinical update centred on UBT251, Novo's once-weekly experimental injection that works by activating three hormonal pathways, GLP-1, GIP and glucagon, which together regulate blood sugar and appetite.
3 Reasons Why Growth Investors Shouldn't Overlook Global Partners (GLP)
Global Partners (GLP) possesses solid growth attributes, which could help it handily outperform the market.
Jefferies trims Novo Nordisk target as GLP-1 pricing erosion and oral Wegovy launch uncertainty cloud first quarter
The broker retains its hold rating, warning that overall portfolio growth may stall even as the oral weight-loss pill gains traction Jefferies has trimmed its price target on Novo Nordisk (NYSE:NVO), the Danish pharmaceutical giant, to DKK270 from DKK275, maintaining a 'hold' rating ahead of first-quarter results. The change came as the broker flagged mounting uncertainty around GLP-1 pricing, oral Wegovy's launch trajectory and the risk that the new pill cannibalises rather than grows the overall franchise.
GLP-1 And Private Labels Are A Genuine Threat To General Mills But I May Buy This Dip
General Mills (GIS) is rated a soft buy as its valuation appears attractive after a prolonged decline, despite recent underperformance. GLP-1 appetite-suppressing drugs and rising private label popularity pose headwinds to GIS's revenue and brand strength. GIS's fundamentals show a low TTM GAAP PE of 9.21, strong ~12% net income margins, but concerning 6.5% YOY revenue decline and shrinking EPS.
