Novo Nordisk A/S

Eli Lilly and Company

The retail price of Ozempic, which Trump has called a "weight-loss drug," is about $1,000 for a one-month course

Trump has promised to cut the price of Ozempic to $150. Novo Nordisk and Eli Lilly shares fell

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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: stock exchanges wait for a signal from consumers


The maker of Ozempic and Wegovy makes its first major deal under new CEO Mike Doustdar

Liver drugmaker Akero to be acquired by Novo Nordisk; shares soar 17%

The bank doubts that the active ingredient in Ozempic and Wegovy will prove effective in fighting Alzheimer's disease

Morgan Stanley gave one of the worst forecasts for Novo. What could bring down the stock?

Roche Holding AG

AstraZeneca PLC

European pharma giants have a chance to avoid prohibitive duties on branded drugs, says JPMorgan Chase

Pharma stocks in Europe reacted weakly to Trump's threats of new duties

Novo Nordisk's Ozempic has shown to reduce the risk of heart attack, stroke and death in patients with diabetes and cardiovascular disease

Novo drug outperformed its Eli Lilly counterpart in trials. Time to buy stock?

Altimmune, Inc.

Terns Pharmaceuticals, Inc.

Viking Therapeutics, Inc.

Following the meteoric success of Novo Nordisk and Eli Lilly’s semaglutide-based weight-loss injections, the obesity and metabolic disease treatment sector has drawn heightened investor attention. Since Ozempic was <a href="https://www.prnewswire.com/news-releases/novo-nordisk-receives-fda-approval-of-ozempic-semaglutide-injection-for-the-treatment-of-adults-with-type-2-diabetes-300567052.html">approved</a>&nbsp;in December 2017, Novo Nordisk’s stock has gained 125%, pushing its <a href="https://companiesmarketcap.com/novo-nordisk/marketcap/">market capitalization</a> to $252 billion. Eli Lilly, after launching <a href="https://investor.lilly.com/news-releases/news-release-details/fda-approves-lillys-Zepboundtm-tirzepatide-chronic-weight">Zepbound</a>&nbsp;in November 2023, has seen its share price climb 23% and its <a href="https://companiesmarketcap.com/eli-lilly/marketcap/">market cap</a> reach $681 billion. Morgan Stanley <a href="https://www.morganstanley.com/insights/articles/weight-loss-medication-market-unstoppable-growth#:~:text=Morgan%2520Stanley%2520Research%2520now%2520estimates,about%2520%252415%2520billion%2520in%2520sales">estimates</a>&nbsp;the global market for obesity drugs could exceed $150 billion by 2035.

Small caps that can challenge Novo Nordisk and Eli Lilly in the obesity drug market

While raising the recommendation to "buy", investment bank Berenberg simultaneously lowered the target on Novo securities by 25%

The oldest bank in Germany has bet on Novo Nordisk. How is it better than market favorite Eli Lilly?

The Danish pharma company also lowered its profit forecast for the third time this year

Novo Nordisk will cut 9,000 employees. Why do analysts believe the stock is up 60%?

Danish pharmaceutical giant Novo Nordisk said its obesity drug Wegovy reduces cardiovascular risks more effectively than its main competitors. The company's shares jumped 3% as a result.

Best-selling Novo reduces heart risks more effectively than competitor, trial shows

The negative outlook for the company has already come true, an HSBC analyst thought

Wall Street's only bearish on Eli Lilly stock has changed its mind

By contrast, the shares of Eli Lilly's competitor, Ozempic manufacturer Novo Nordisk, fell 4%