Eli Lilly and Company

Novo Nordisk A/S

JPMorgan, Deutsche Bank and RBC Capital believe that pharmaceutical company Eli Lilly will be the main beneficiary of the rapidly growing market of GLP-1 weight loss drugs. Analysts point to the higher efficacy of its therapy compared to competitors, development of direct sales and potential expansion of insurance coverage.

Three investment banks named Eli Lilly as the leader in the weight loss drug race

NVIDIA Corporation

Advanced Micro Devices, Inc.

PayPal Holdings, Inc.

First Solar, Inc.

The Home Depot, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: Nvidia will set the bidding vector

Danish company Novo Nordisk <a href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916504">has announced</a> its intention to reduce list prices in the US for its flagship weight loss and diabetes drugs Wegovy and Ozempic. Their prices will be reduced by up to 50% starting next year, according to the company. Novo said it expects to increase the affordability of the therapy in this way, especially for those who pay for the treatment themselves - partially or fully.

Novo Nordisk to cut prices on weight loss products by up to 50%. Why is the stock falling?

A key objective of the trial was to confirm that Novo was as effective as a competitor's product, Eli Lilly

Novo's failure to test a weight loss drug has sparked a sell-off in the Danish market

Hims & Hers Health, Inc.

U.S. telehealth platform and online pharmacy Hims &amp; Hers Health will <a href="https://investors.hims.com/news/news-details/2026/Hims--Hers-Announces-Agreement-to-Acquire-Eucalyptus-Accelerating-Its-Vision-to-Become-the-Leading-Global-Consumer-Health-Platform/default.aspx">acquire</a>&nbsp;Australian peer Eucalyptus. The deal comes as the company <a href="https://finance.yahoo.com/news/hims-hers-1-2-billion-165104901.html">seeks</a>&nbsp;to reshape investor perceptions after U.S. regulators <a href="https://en.oninvest.com/article/novo-shares-rise-cheap-copy-of-its-drug-fails-to-survive-criticism-from-us-regulatorhttps://en.oninvest.com/article/novo-shares-rise-cheap-copy-of-its-drug-fails-to-survive-criticism-from-us-regulatorhttps://en.oninvest.com/article/novo-shares-rise-cheap-copy-of-its-drug-fails-to-survive-criticism-from-us-regulator">criticized</a>&nbsp;it over the sale of a copycat of Novo Nordisk’s obesity drug Wegovy and the Danish drugmaker filed a lawsuit.

Hims & Hers to buy Australian peer Eucalyptus amid GLP-1 regulatory, legal pressure

Viking Therapeutics, Inc.

Risk-tolerant investors should not ignore shares of biotech Viking Therapeutics, Motley Fool analyst Adria Cimino <a href="https://www.fool.com/investing/2026/02/11/viking-therapeutics-the-undertheradar-glp1-contend/">argues</a>. This is because the company is developing an obesity drug that could compete with Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound in the near term.

Motley Fool calls Viking the GLP‑1 drugmaker growth-hunting investors 'can't ignore'

Ichor Holdings, Ltd.

ON Semiconductor Corporation

Upwork Inc.

Credo Technology Group Holding Ltd

Medpace Holdings, Inc.

The Goodyear Tire & Rubber Company

Microsoft Corporation

Alphabet Inc.

Valaris Limited

STMicroelectronics N.V.

Workday, Inc.

Micron Technology, Inc.

monday.com Ltd.

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At issue is an unlicensed in the U.S. tablet version of the weight-loss drug Wegovy, which competitor Novo hoped to sell for several times cheaper than the original product

Novo shares rise: cheap copy of its drug fails to survive criticism from US regulator

Amazon.com, Inc.

Roblox Corporation

Reddit, Inc.

Arm Holdings plc

Intel Corporation

Morning in New York: waiting for the sentiment to stabilize

Shares of Novo Nordisk and Eli Lilly, makers of popular weight-loss drugs, fell in price after Hims &amp; Hers, which owns a telemedicine platform,<a href="https://investors.hims.com/news/news-details/2026/Hims--Hers-Expands-Personalized-Weight-Loss-Portfolio-with-Access-to-Compounded-Semaglutide-Pills-Starting-at-49Month/default.aspx"> announced</a> the launch of its own copy of the Wegovy slimming pill. And it will cost just $49 - three times cheaper than Novo's original, which investors <a href="https://oninvest.com/article/novo-vpecatlil-investorov-zapustiv-v-ssa-tabletku-dla-pohudenia-cto-u-konkurentov">had </a>high hopes for.

Novo Nordisk and Eli Lilly shares plummet: the weight-loss pill will have a $49 copy

Novo a day earlier, by contrast, had warned of a decline in sales

Eli Lilly predicted revenue growth of 27% in 2026. Why is it better than Novo Nordisk?

Pfizer Inc.

Super Micro Computer, Inc.

Merck & Co., Inc.

Morning in New York: investors in search of a foothold