Eli Lilly and Company delivered a monumental Q2 2026, with revenues up 48% to $23 billion, driven by MOUNJARO and ZEPBOUND. I maintain a 'Strong Buy' rating on the company, citing robust double-digit growth in key drugs and successful pipeline expansion, including positive phase 3 retatrutide data. EBGLYSS achieved 131% YoY sales growth and secured a label expansion, offering the only 6-dose annual maintenance regimen for moderate-to-severe AD.
The polite duopoly running the modern weight-loss drug boom just filed for divorce, and the market voted before the ink dried.
The Health Care Select Sector SPDR Fund (NYSEARCA:XLV) is the default healthcare allocation for millions of investors, and for good reason.
| Health Care Technology Industry | Healthcare Sector | - CEO | NASDAQ (NGS) Exchange | - ISIN |
| United States Country | - Employees | - Last Dividend | - Last Split | - IPO Date |
The investment fund is designed to provide investors with exposure to companies worldwide that play a significant role in addressing obesity and related health conditions. By tracking the Solactive Obesity Index, the fund aims to mirror the performance of businesses engaged in offering solutions to obesity problems, including those in biotechnology, pharmaceuticals, healthcare, and medical devices specifically focusing on obesity and associated diseases. Additionally, companies involved in weight loss programs, dietary supplements, or the provision of plus-sized apparel are included. The fund commits a minimum of 80% of its net assets to stocks included in the Solactive Obesity Index and is classified as non-diversified, meaning it may invest more heavily in fewer sectors or companies.
Investment in biotech and pharmaceutical companies that are at the forefront of developing treatments and medications for obesity and obesity-related conditions. These companies are engaged in groundbreaking research and the development of drugs that could potentially mitigate the effects of obesity on the human body or aid in weight management.
Funding is allocated to healthcare providers and manufacturers of medical devices designed to treat obesity and its complications. This includes surgical and non-surgical weight loss treatments, as well as devices that help monitor and manage patient health related to obesity.
Investment extends to companies providing structured weight loss programs and dietary supplements aimed at helping individuals lose weight. These programs often offer a combination of nutritional guidance, behavioral counseling, and physical activity routines to promote weight loss and healthy living.
The fund also invests in companies that specialize in plus-sized apparel, recognizing the importance of catering to a market segment that demands fashion and comfort regardless of body size. This investment not only acknowledges the growing market demand but also supports inclusivity and the well-being of individuals with obesity.