Berenberg Downgrades Novo Nordisk to Hold as ‘Battle of the Pills’ Heats Up
Novo Nordisk faces tougher H2. Berenberg downgrades to Hold on rising rivalry with Lilly’s Foundayo.
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Eli Lilly Raises 2026 Revenue Forecast as GLP-1 Drugs Fuel Record Growth
Eli Lilly beats Q2 estimates with revenue up 48% to $23B, driven by Mounjaro and Zepbound. Company raises full-year outlook to $85–87 billion.
Novo Nordisk’s Guidance Raise Wasn’t Enough: The Lingering Challenges That Drove Shares Lower
Despite Q2 beat and raise, Novo shares dropped on flat 2026 outlook, DKK 6.3B impairment, ZEUS failure and fierce Lilly competition.
BioAge Labs Plunges Over 60% After Novo’s ZEUS Trial Failure — Citi Says the Sell-Off Is Overdone
BioAge Labs shares fell over 60% after Novo Nordisk’s ZEUS trial failed to cut MACE. Citi says the sell-off is excessive despite negative ASCVD impact.
Novo Nordisk’s Anti-Inflammatory Drug Fails Key Heart Trial
Novo Nordisk’s ziltivekimab failed to reduce major cardiovascular events in the late-stage ZEUS trial of high-risk patients.
Lilly’s Next Obesity Blockbuster Retatrutide on Track for 2027 Approval After Five Positive Phase 3 Studies
Analysts say Lilly’s retatrutide, heading for 2027 FDA filing after strong trials, could hit $3.8B sales by 2030 and help keep its edge over Novo Nordisk.