Novo Nordisk A/S

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?

Jiangsu Hengrui Pharmaceuticals Co.,Ltd

Akeso, Inc.

Legend Biotech Corporation

3SBIO

BeOne Medicines AG

INNOVENT BIO

In 2025, biotech companies from China are likely to renew the record for the sixth consecutive year in terms of the volume of deals with Western pharma giants actively buying up the rights to develop and sell Chinese drugs. Ilya Zubkov, Freedom Broker's senior analyst for the healthcare sector, has selected seven companies that investors looking to capitalize on the growth of Chinese biotech should pay attention to.

China's biotech companies are booming. How to capitalize on it? 

Eli Lilly and Company

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?

Metsera, Inc.

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?

BillionToOne

BillionToOne IPO: Molecular diagnostics company debuts on the Nasdaq

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>.

Novo Nordisk and Pfizer raise stakes in battle for weight loss drug developer

Pharma companies squabble over a promising startup in the market for weight management products

Pfizer sues Novo Nordisk and Metsera - Oninvest

Danish Novo Nordisk will release its quarterly report on Nov. 5.

Novo Nordisk's 5 challenges: what's at the center of investment banks' attention 

Novo Nordisk has entered into a battle with Pfizer over Metsera. Why do they want this biotech startup?

HSBC Holdings plc

Novartis AG

Japan's Nikkei index crossed the 50,000-point mark for the first time amid optimism in anticipation of U.S.-China talks and a rebound on Wall Street. Novartis buys biotech Avidity Biosciences for $12 billion, strengthening its position in RNAi therapeutics. HSBC pledges $1.1 billion in reserves after a failed Madoff judgment in Luxembourg. These and other topics - in our review of key events by the morning of October 27.

Highlights for the morning: Nikkei record, Novartis deal and the new role of bitcoin miners

Abbott Laboratories

Air Products and Chemicals, Inc.

Johnson & Johnson

Generac Holdings Inc.

ITT Inc.

Marex Group plc

Amazon.com, Inc.

GitLab Inc.

NVR, Inc.

Barrick Mining Corporation

Anglo American plc

Sibanye Stillwater Limited

AI is a risky strategy, real production is a conservative one: Oninvest asked Astero Falcon portfolio manager Alena Nikolaeva where to invest $10,000 if the horizon is about a year and the goal is to increase capital. Two strategies include companies from the "old" economy.

Pharmaceutical Companies