Novo Nordisk A/S

Eli Lilly and Company

Even the most pessimistic analysts did not expect such a weak forecast, noted the investment firm ArthaScope

Novo Nordisk warned of a drop in revenue in 2026. Quotes collapsed by 15%

Alphabet Inc.

Amazon.com, Inc.

Palantir Technologies Inc.

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

Dr. Reddy's Laboratories Limited

Sandoz Group AG

Hims & Hers Health, Inc.

The United Laboratories International Holdings Limited

Huadong Medicine Co., Ltd

DexCom, Inc.

Abbott Laboratories

Lupin Limited

The market for weight loss drugs that <a href="https://oninvest.com/article/vse-o-nikh-govoriat-kak-novye-preparaty-izmeniat-nashu-zhizn">revolutionized</a> pharmacoculture in the early 2020s is entering a new phase. This year, Novo Nordisk's patents for semaglutide, the active ingredient in Ozempic, perhaps the most famous drug in this class, will expire in five major countries. This means that generic manufacturers will enter the race, new numerous players who are already preparing to make money by flooding the world with inexpensive analogs.

Substance-for-money exchange: $32 billion semaglutide market enters patent collapse phase

Planet Fitness, Inc.

The hype around GLP-1-class weight loss drugs is opening up new growth opportunities for fitness club chain Planet Fitness, investment bank Stifel predicts. "We believe GLP-1 users could significantly increase fitness club subscriptions in the coming years," analyst Chris O'Call wrote in a note to clients <a href="https://www.cnbc.com/2026/01/16/this-gym-stock-could-see-a-boost-from-increase-weight-loss-pill-use-says-stifel.html">quoted</a> by CNBC. He reiterated a buy recommendation on Planet Fitness shares and a $130 target, up 31% from the Jan. 15 close.

Stifel expects fitness chain's stock to rise 30%. How will a diet pill help them? 

Delta Air Lines, Inc.

United Airlines Holdings, Inc.

Thanks to best-selling obesity drugs like Ozempic and Wegovy from Novo Nordisk or Zepbound from Eli Lilly, U.S. airlines could save millions of dollars on jet fuel, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/weight-loss-drugs-hold-promise-of-big-savings-for-us-airlines">reports</a>. Previously, for the sake of reducing the weight of airplanes, carriers excluded olives from salads, refused magazines and replaced the seats with ultra-thin. Now it is possible to achieve this without compromising on the quality of service, the agency notes.

Jefferies names unexpected beneficiaries of the popularity of weight-loss drugs

Intel Corporation

Walmart Inc.

Exxon Mobil Corporation

The Boeing Company

Vistra Corp.

Oklo Inc.

General Motors Company

Meta Platforms, Inc.

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

New York morning: pressure on Powell triggers selloffs

LifeMD, Inc.

The telehealth platform will thus expand its partnership with Novo Nordisk

LifeMD to offer Novo Nordisk's Wegovy in oral form; shares jump

Viking Therapeutics, Inc.

The best-selling drug from Danish pharmaceutical giant Wegovy is now available in oral form for the first time.

Novo impressed investors by launching a weight loss pill in the US. What are its competitors doing?

RTX Corporation

Rocket Lab Corporation

First Solar, Inc.

Maplebear Inc.

Morning in New York: macro statistics will set the trading vector

The Danish company's shares have halved in price in 2025 amid doubts about its ability to conquer the market

First obesity pill: US approves Novo drug, how will the market react?

Hanwha Ocean Co., Ltd.

Paramount Skydance Corporation

Warner Bros. Discovery, Inc.

The US Food and Drug Administration (FDA) has approved Novo Nordisk's first semaglutide-based GLP-1 obesity pill, intensifying the company's competition with Eli Lilly. ByteDance, owner of TikTok, plans to invest about $23 billion in AI infrastructure amid record growth in debt financing in the global tech sector. These and other topics - in our review of key events for the morning of December 23.

The main thing for the morning: a pill instead of a shot, ships for the U.S. Navy and $40 billion for Hollywood

Novartis AG

Roche Holding AG

Amgen Inc.

Companies will get a three-year reprieve from pharmaceutical duties, provided they invest in manufacturing within the U.S.

Nine major pharma companies have made deals with Trump to lower drug prices