LLY News
5 R40 articles on Eli Lilly and Company (LLY). Latest, Sep 18, 2026: Medicaid's MFN Rebate Stacks on a 62-77% Discount. Mississippi Already Beats It.
R40 Coverage
Medicaid's MFN Rebate Stacks on a 62-77% Discount. Mississippi Already Beats It.
The White House will say all 50 states get most-favored-nation Medicaid pricing. It stacks on existing rebates, and a July study says Mississippi wins now.
Lilly's $3.80 Consensus Range Was a Disagreement About One Line. The Business Printed $8.38.
Lilly's Q2: revenue $22.97B up 47.6%, adjusted EPS $8.38 against a $6.55 consensus, GAAP EPS $7.94. Mounjaro $9.94B, up 91%. Full-year revenue guidance raised.
Eli Lilly Reports This Morning and the Consensus Is $5.28 to $9.08
Lilly reports August 5 with a consensus that fell 25.7% in thirty days and spans $5.28 to $9.08 across 21 analysts — a disagreement about one accounting line.
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.