Novo Nordisk A/S

Eli Lilly and Company

After two worsening of the annual forecast and the change of the head of the company, the market is cautious


Sales of the drug Wegovy increased by 67%. Will this convince Novo Nordisk investors?


McDonald's Corporation

Uber Technologies, Inc.

The Walt Disney Company

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: political agenda sets the vector for trading


Since the beginning of the year, Novo Nordisk's market value has fallen 50 times more than that of its main competitor, Eli Lilly

UBS no longer advises buying shares in the maker of Ozempic. Is it inferior to a competitor?

Hims & Hers Health, Inc.

Freedom Broker recommended buying shares of Hims & Hers in July after a drawdown due to the conflict with Novo Nordisk

Hims & Hers proclaimed an "exciting period of growth". Why did the stock collapse?

Palantir Technologies Inc.

U.S. stocks retreated from record highs late last week when fresh employment data showed that the U.S. labor market was not as robust as thought. Wall Street is expecting a relatively quiet macroeconomic agenda this week with no significant releases scheduled, <a href="https://finance.yahoo.com/news/job-market-concerns-take-center-stage-as-earnings-season-rolls-on-what-to-watch-this-week-113608612.html#:~:text=Markets%20will%20be%20greeted%20with%20a%20quieter%20week%20of%20economic%20news%20with%20no%20major%20releases%20anticipated.">write</a> Yahoo Finance. Investors' attention may be drawn to the publication of ISM's U.S. services sector business activity index for July, <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-services-data-in-focus-boe-expected-to-cut-rates-dcdd3318?mod=central-banking_news_article_pos5">accounts</a> The Wall Street Journal. The previously reported data on activity in the manufacturing sector came in below forecasts - along with weak employment figures, this "heightens concerns about a slowdown in the economy," <a href="https://www.wsj.com/economy/week-ahead-for-fx-bonds-u-s-ism-services-data-in-focus-boe-expected-to-cut-rates-dcdd3318?mod=central-banking_news_article_pos5#:~:text=This%20data%20follows%20below%2Dforecast%20ISM%20data%20on%20the%20manufacturing%20sector%2C%20which%2C%20alongside%20the%20weak%20jobs%20figures%2C%20%E2%80%9Camplifies%20concerns%20about%20economic%20slowdown%2C%E2%80%9D%20said%20Aaron%20Hill%2C%20analyst%20at%20FP%20Markets%2C%20in%20a%20note.">the WSJ quoted FP Markets analyst Aaron Hill as saying</a>.

Disney, Palantir and Novo Nordisk reports: what investors need to know this week

Compagnie Financiere Richemont SA

Investors fear a new wave of trade confrontation that could slow global economic growth


Stoxx 600 at its lowest in a month, US futures fall: markets react to duties

Pfizer Inc.

The US President sent letters to 17 pharmaceutical market leaders

Pharma stocks plummet after Trump's demand for price cuts. Should we be worried?

The developer of Ozempic is under pressure from both aggressive competition with Eli Lilly and the abundance of copies of its drugs on the U.S. market

Novo Nordisk shares are having their worst day in almost 40 years. The company downgraded its outlook again

Viking Therapeutics, Inc.

Viking Therapeutics, a clinical-stage biotech developing, among other things, an oral weight-loss drug, has reported a net loss a third bigger than the market expected and is set to further increase R&amp;D spending. That said, the company is still considered a leading small-/mid-sized player in the weight-loss drug market and could pose a threat to Novo Nordisk and Eli Lilly with their injected therapies, Wall Street believes.&nbsp;

Oral weight-loss drugmaker Viking reports widening loss in 2Q, guides for higher R&D

China has entered the race in the market of weight loss drugs: several companies from China have presented their products that may become competitors to Ozempic, Mounjaro and other hits from Novo Nordisk and Eli Lilly. The first of these received regulatory approval in June. In general, Chinese biotech has survived the prolonged "nuclear winter" and is now actively developing. What should an investor know about it?

The end of nuclear winter and tens of percent growth: how China is growing its pharma giants


Nestle S.A.

Diabetes and obesity drugs based on semaglutide and tirzepatide - Ozempic, Wegowy, Zepbound and other hits from Danish Novo Nordisk and U.S.-based Eli lilly - are not only affecting the pharmaceutical market, but also other industries, including food production, restaurants and even clothing sales. In June, The Wall Street Journal <a href="https://www.wsj.com/business/retail/ozempic-clothing-sizes-weight-loss-80f9f83d">reported</a> on the sudden demand for clothes in small sizes, one of the reasons for which was the widespread availability of new weight-loss drugs;

Business in the age of Ozempic: who will benefit from the growing popularity of weight loss drugs


Freedom Broker has issued a trade idea on the biotech Viking Therapeutics. The company is expected to present fresh data from clinical trials of its main weight-loss drug, and historically, as Freedom Broker points out, the stock rises ahead of these events.