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%

Pfizer Inc.

Pharma giant's shares were down 5% in trading on February 3

Pfizer reveals data on obesity drug. Why are analysts and the market disappointed?

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

Bayer Aktiengesellschaft

Pharma stocks hit a high in more than two years

Bayer shares soared 7%. The company got a chance to get rid of thousands of lawsuits in the US

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

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?

ABIVAX Societe Anonyme

The YTD gain for the French biotech is still almost 1,300% 

STOXX 600 YTD leader Abivax tumbles 10% in a day on 9m25 earnings

Pfizer expects revenue and profit to decline in 2026 due to weaker demand for vaccines and other products related to Covid-19. Analysts note that the company is trying to offset the pressure on its performance by cutting costs and increasing investments in research and development, but do not see any significant drivers for the stock's revaluation in the coming year.

Pfizer expects performance to fall due to lower sales of Covid vaccines. Shares fall

ServiceNow, Inc.

China's retail sales growth posted its worst gain on record, barring the Covid-19 pandemic period. HBM Healthcare InvestmentsBank of Japan is preparing to start selling off JPY83 trillion worth of ETFs. AI solutions developer ServiceNow is in talks to buy cybersecurity startup Armis for $7 billion. These and other topics are covered in our review of key events for the morning of December 15.

Highlights for the morning: copper outlook, Japan's central bank prepares ETF sell-off and $7 bln deal

Moderna, Inc.

Novavax, Inc.

The U.S. Food and Drug Administration has threatened to tighten its vaccine approval process

Moderna and Novavax shares fall amid reports of 10 likely deaths after vaccination

Merck & Co., Inc.

Regeneron Pharmaceuticals, Inc.

Increased volatility and doubts about AI's prospects have pushed the market toward defensive stocks

Healthcare has become a safe haven for investors: the sector grew by 10% in November


The White House also secured reductions in the cost of Wegovy and Pfizer's cancer drug

Pharmaceutical Companies