Dell Technologies Inc.

Alibaba Group Holding Limited

HP 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: macro statistics will set the trading vector

Novo Nordisk A/S

The failure of a trial of a tablet version of Ozempic against Alzheimer's disease has come as a blow to Danish pharmaceutical manufacturer Novo Nordisk. The results showed no slowing of symptoms, and the company refused to extend the trial. Analysts note: it was one of the few opportunities for Novo to quickly strengthen its position amid increasing competition. The company's shares collapsed in Copenhagen by 12.4%, falling to their lowest level since July 2021.

Ozempic's failed Alzheimer's trial collapses Novo shares to lowest since 2021

Eli Lilly and Company

The company is starting to resemble the tech giants from "The Magnificent Seven" again, analysts said

Eli Lilly became the first pharma giant to be capitalized at $1 trillion. What's next?

LifeMD, Inc.

Shares of telemedicine platform LifeMD <a href="https://finance.yahoo.com/quote/LFMD/">plunged</a>&nbsp;25% in early trading this morning, November 18. The company’s quarterly results came in weaker than Wall Street expected, and the management also lowered its revenue outlook for the year. The stock was not supported even by an agreement with Novo Nordisk that LifeMD <a href="https://ir.lifemd.com/press-release-details.php?newsId=3189112#:~:text=%D1%8D%D1%82%D0%BE%20%D1%81%D0%B0%D0%BC%D0%B0%D1%8F%20%D0%BD%D0%B8%D0%B7%D0%BA%D0%B0%D1%8F%20%D1%86%D0%B5%D0%BD%D0%B0%20%D0%BD%D0%B0%D0%BB%D0%B8%D1%87%D0%BD%D1%8B%D0%BC%D0%B8%20%D0%B2%20%D1%81%D1%82%D1%80%D0%B0%D0%BD%D0%B5%20%E2%80%94%20%D0%B7%D0%B0%20%D0%B4%D0%B2%D0%B5%20%D0%BF%D0%BE%D0%BA%D1%83%D0%BF%D0%BA%D0%B8%20%D0%B4%D0%BB%D1%8F%20%D0%BD%D0%BE%D0%B2%D1%8B%D1%85%20%D0%BF%D0%B0%D1%86%D0%B8%D0%B5%D0%BD%D1%82%D0%BE%D0%B2.">announced</a>&nbsp;earlier in the day yesterday. Under its terms, the platform will sell the pharma giant’s best-selling drugs Wegovy and Ozempic at “the lowest cash-pay pricing available nationwide.”

LifeMD stock down 25% as worsening outlook overshadows Novo Nordisk partnership news

Hims & Hers Health, Inc.

The company is vying for a market that is predicted to grow to $100 billion by the end of the decade

Novo has lowered prices for obesity drugs in the US. This is a new challenge for Eli Lilly

Gubra A/S

Zealand Pharma A/S

The securities of European makers of weight-loss drugs rose sharply this week as investors began rotating capital out of artificial intelligence-related tech stocks and into the health care sector, Bloomberg <a href="https://www.bloomberg.com/news/articles/2025-11-14/european-obesity-stocks-join-healthcare-rally-as-ai-trade-ebbs">wrote</a>.

In Europe, investors are leaving the AI sector for healthcare. Which stocks are on the upside?

The company struck a deal with the White House last week: its obesity drugs will be included in Medicare coverage

Eli Lilly shares hit a record for the first time in more than a year. Are they worth buying?

Pfizer Inc.

Shares in Novo Nordisk, maker of popular obesity drugs Wegovy and Ozempic, rose 2.4% in Copenhagen trading after it pulled <a href="https://www.globenewswire.com/news-release/2025/11/08/3184043/0/en/Novo-Nordisk-will-not-increase-its-proposal-to-acquire-Metsera-Inc.html">out</a> of the race to buy U.S. healthcare startup Metsera.

Novo stock jumped after it lost a battle for a med-startup. What's the upside?

NVIDIA Corporation

Taiwan Semiconductor Manufacturing Company Limited

Visa Inc.

Mastercard Incorporated

Morning in New York: Investors hope for a speedy end to the shutdown

Developers of diabetes and obesity drugs Eli Lilly and Novo Nordisk have reached agreements with the administration of US President Donald Trump, the two <a href="https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916450">companies</a> <a href="https://investor.lilly.com/news-releases/news-release-details/lilly-and-us-government-agree-expand-access-obesity-medicines">announced on</a> November 6. Under the terms of the deal, the pharmaceutical manufacturers will reduce the prices of their popular drugs.

Lilly and Novo will cut the price of obesity drugs in the US. What will they get in return?

Competition with Eli Lilly and abrupt changes in Novo Nordisk's management are putting pressure on its performance

Ozempic's creator lowered forecasts for the fourth time this year. Should we sell the stock?

Novo Nordisk, the maker of obesity drugs Wegovy and Ozempic, and US pharma company Pfizer have improved their offers to buy US startup Metsera, which develops weight-loss drugs. The company itself still considers Novo's offer "more favorable" despite the escalating battle for the deal, the Financial Times <a href="https://www.ft.com/content/ab202cb5-ee27-4257-b2ee-431408c970c1">writes</a>.