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Recent Articles

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Amgen testing injectable weight loss drug MariTide that offers the potential of monthly administration; the drug appears promising in early trials in a market forecast to be worth up to US$100.0B by the end of the decade

Morningstar assigns Eli Lilly with US$500 fair value estimate, sees its competitive advantages lasting at least 20 years; with supply of Mounjaro/Zepbound expected to rise at least 50% in 2024, robust growth looks likely given capacity-constrained market

Moody's expects GLP-1 drugs from Eli Lilly and Novo Nordisk to power pharmaceutical industry's earnings growth over next 12-18 months; analyst upgrades industry's outlook to positive from stable, forecasts 4%-6% overall earnings growth over the period

Capital Economics: Weight-loss drugs like Ozempic could boost global economy and lead to game-changing GDP boost by improving labor market activity, having healthier populations; nations with high obesity rates such as US and Mexico have most to gain

Bank of America forecasts rise in weight-loss drug use from 1% of US adults currently to 15% by 2035, and investors are already pricing in growth for shares of Novo Nordisk, Eli Lilly; analyst lists 16 global companies producing or developing such drugs

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