Everything tagged "glp 1" across research, earnings, and macro.
3 articles
Eli Lilly is still one of the strongest growth stories in large-cap pharma, powered by tirzepatide and an expanding cardiometabolic pipeline. The stock remains constructive, but valuation now demands continued execution rather than multiple expansion.
Novo Nordisk remains a premier cardiometabolic franchise, but near-term pricing pressure and a weak 2026 outlook are tempering the story. The stock looks attractive for patient investors who can look through the reset and wait for obesity and pipeline reacceleration.
Investors still talk about obesity drugs like a category ETF, but the evidence now points to a leadership trade. Eli Lilly is widening the gap with stronger execution, better prescription momentum, and a more threatening pipeline just as Novo Nordisk faces pricing pressure and a weaker growth profile.
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