Eli Lilly & Co. LLY

The Motley Fool 13 nov

Viking Therapeutics is conducting phase 3 trials for its obesity drug VK2735 in both injectable and oral forms. The oral formulation could expand the addressable market through a dual-dosing strategy. With conservative assumptions of 50% phase 3 success rate and 10% market share of tirzepatide's peak sales, Viking's stock could reach $110 per share by 2028, making a $10,000 investment worth up to $47,800.

Zacks Investment Research 12 nov

AbbVie reported strong Q3 2026 results with immunology revenues rising 16.6% to $9.2 billion, driven by blockbuster drugs Skyrizi (up 22.9%) and Rinvoq (up 24.3%), offsetting Humira's 30.6% decline due to biosimilar competition. The company raised 2026 sales forecasts for both drugs, expecting combined growth exceeding 20%, with new indications in inflammatory bowel disease and dermatology providing additional growth opportunities.

Zacks Investment Research 12 nov

Eli Lilly has established itself as a dominant player in the obesity treatment market, with Mounjaro and Zepbound generating 65% of revenues. The company's April 2026 launch of Foundayo (oral GLP-1) recorded $281 million in sales, offering a more convenient alternative to injectable treatments. Lilly is developing next-generation therapies including retatrutide (triple-acting), eloralintide, and EloraTZP to maintain market leadership. However, competition is intensifying from Novo Nordisk and emerging biotech companies.

The Motley Fool 11 nov

Novo Nordisk exceeded JPMorgan's expectations with strong Wegovy pill sales, accumulating over 8 million prescriptions. However, the company is in a transition phase toward a high-volume/low-price model, causing operating profit to fall 9% year-over-year. While the stock has fallen 70% from its 2024 peak and offers an attractive 4.4% dividend yield, investors should weigh the company's strategic shift against competition from Eli Lilly and other GLP-1 drug makers.

The Motley Fool 11 nov

Eli Lilly raised its 2026 sales forecast to $91-92 billion, driven by strong Zepbound weight-loss drug sales. While smaller competitor Viking Therapeutics shows promise with its VK2735 candidate demonstrating encouraging clinical trial results, Eli Lilly's diversified pipeline and market leadership position it well to withstand competition. Viking offers high upside potential but carries significant clinical and regulatory risks.