LLY News
Latest updates and analysis for Eli Lilly and Company
R40 Coverage
HIMS Perfect Storm: FDA, DOJ, and Novo Nordisk Close In — Stock Down 75% From Highs
Hims & Hers faces a triple regulatory and legal assault. FDA crackdown, DOJ criminal referral, and now a Novo Nordisk patent lawsuit have cratered the stock from $68 to $17 in weeks. We break down the compounding threats.
Hims Launches $99 GLP-1 Pill, Undercuts Novo Nordisk by 90%
Hims debuts compounded oral semaglutide at $49-99/month vs $936+ for branded. But without Novo's patented SNAC absorption tech, critics call it a 'waste of $49.' The science and market implications.
February 2026
Eli Lilly Stock Rebounds After FDA Crackdown on Weight-Loss Drug Copies
Shares rose after FDA vowed action against illegal compounded versions (e.g., from Hims & Hers); protects Lilly's market for Zepbound amid pricing pressures.
Eli Lilly Outperforms Novo Nordisk Amid Patient Preference Shift
Analysts note lean toward Lilly's drugs like Mounjaro over rivals; Q4 results highlight market share gains despite competition from cheaper pills.
Lilly Reports Fourth-Quarter 2025 Financial Results and Provides 2026 Guidance
Revenue surged 43% to $19.3B driven by Mounjaro and Zepbound; EPS rose 51% to $7.39; 2026 revenue projected at $80-83B amid strong obesity drug demand.
Eli Lilly Beats Earnings Expectations on GLP-1 Demand
Q4 revenue up 43% with Mounjaro/Zepbound leading; investors focus on production ramp-up and 2026 outlook; stock jumped 9% post-earnings.
Eli Lilly Shares Boosted by GLP-1s
In-depth earnings breakdown: Q4 revenue beat at $19.3B, GLP-1 dominance (Tirzepatide sales doubled to $36.5B), pipeline updates like Orforglipron, and rotation into healthcare amid tech sell-offs.
Eli Lilly Pricing Deals and Partnerships Reset Outlook for Weight-Loss Drugs
Details landmark U.S. government deals lowering costs for Zepbound/Mounjaro under Medicare; analyzes partnerships shaking up obesity market, potential sales impacts, and competitive edge over Novo Nordisk.