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- Novo's CagriSema Delivered 25% Weight Loss in Women. Could It Help Turn Around the Beaten-Down Stock?
Novo Nordisk presented a post hoc analysis of a Phase 3 CagriSema trial at The Menopause Society meeting: after 68 weeks, 2,309 women lost almost 25% of body weight on average, versus 3% on placebo. Among 1,902 women with menopause-related overweight or obesity, mean loss ranged from 23% to nearly 27%, while placebo averaged 2%. These results beat or match Wegovy (just under 15%) and Zepbound (nearly 21%), though in the head-to-head Redefine 4 trial, tirzepatide, Zepbound's molecule, showed similar or slightly higher efficacy, nearly 26% at the maximum dose. The author argues CagriSema is unlikely to win back market share from Eli Lilly, so investors should watch Novo's other pipeline programs, and notes the figures assume patients use the drug as directed.
- This Drug Combination for Eli Lilly Generated Significantly More Weight Loss Than Just Zepbound, but Discontinuation Rates Were Also Far Higher. Here's What This Could Mean for the Stock
Eli Lilly tested tirzepatide (the active ingredient in Zepbound) combined with eloralintide, an experimental drug targeting the amylin hormone rather than GLP-1. After 48 weeks, the combination produced weight loss of up to 23.3%, versus 14.8% with tirzepatide alone and 12.3% with eloralintide alone. However, discontinuation rates due to side effects reached as high as 27%, though Lilly’s Ken Custer noted that high discontinuation was also seen with tirzepatide in a mid-stage trial and that dosing can matter. The author views the results as a net positive but flags a steep valuation, with a market cap above $1 trillion and the stock trading near 40 times trailing earnings after rising around 10% this year.
- Can Eli Lilly’s (LLY) Growth Machine Keep Delivering?
Eli Lilly (LLY) returned 36.37% over the six months to October 15, compared with 21.5% for the Insider Monkey Billionaire Index and 15.74% for the State Street SPDR S&P 500 ETF Trust. Mounjaro and Zepbound still drive most growth, while Lilly is expanding with the oral obesity drug Foundayo, international markets and treatments beyond obesity, and is investing an additional $4.5 billion in its Indiana facilities. In the second quarter of 2026, revenue rose 48% on a 60% increase in volume, but realized prices fell 13%, partly due to lower international prices, while immunology, oncology and neuroscience products grew 121% combined. LLY trades at 38.64x trailing and 24.39x forward earnings, with forecasts pointing to earnings roughly doubling from last year to next year. The article also flags risks including pricing pressure, heavy spending on production, research and acquisitions, and significant acquired R&D charges in the second quarter.
- Eli Lilly, IBD Stock Of The Day, Rides Foundayo, Medicare Bridge To Buy Point
- Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly's Next Leg Higher
Eli Lilly's Foundayo, an oral GLP-1 weight-loss medicine approved in the U.S. in April, is drawing new patients, with 80% of its prescriptions earlier this year going to people who had never taken a GLP-1 medicine before. The company's Onswik, a once-weekly basal insulin for diabetes approved in September, could strengthen its diabetes portfolio, though Novo Nordisk's Awiqli was approved first in March. The investigational retatrutide showed average weight loss of up to 28.3% over 80 weeks in one Phase 3 study, and Eli Lilly plans to submit it for regulatory approval in the first quarter of 2027. The article argues these drugs could power Eli Lilly's next phase of growth beyond Zepbound.
- Novo Nordisk and Eli Lilly Just Got Some Fantastic News
A mouse study funded by the NIH found that semaglutide, made by Novo Nordisk and sold as Ozempic and Wegovy, extended the lifespan of older, healthy mice by tempering aging effects, with treated mice showing better muscle and cognitive function. The author assumes that tirzepatide, Eli Lilly's main GLP-1 drug, could show similar effects, though results in humans remain a long way off. Gallup data cited in the article show that US adult use of GLP-1 weight-loss injectables has nearly quadrupled since 2024, reaching 11% this year from 3% two years ago. J.P. Morgan expects about 25 million Americans to be on GLP-1 treatment by 2030, and Morgan Stanley forecasts the market will more than double from 2025 to 2035, to $190 billion.
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- Alphabet Stock Drops 12%. Can Its Dividend Survive the AI Spending Boom?
Alphabet shares fell roughly 12% to around $285 after free cash flow turned negative for a second straight quarter, reaching negative $9.07 billion in the third quarter. Capital expenditure rose 114.4% year over year to $51.36 billion, above operating cash flow of $42.29 billion, mostly for AI infrastructure. The company pays a $0.22 quarterly dividend, which took about 6.9% of operating cash flow in the second quarter ($2.689 billion), and it holds $56.33 billion in cash. The gap is being filled by $28.7 billion in net proceeds from senior notes and new shares sold through an at-the-market program, while buybacks dropped to zero in the second quarter and the program was suspended. The article judges the dividend not at major risk for now, and says the next annual dividend decision is the key signal to watch.
- US Gold Targets Debt-Funded $400M CK Gold Build as Financing Talks Advance
Executive Chairman Luke Norman of US Gold says the company is advancing financing talks for its fully permitted CK Gold Project in Wyoming, targeting a predominantly debt-funded construction package of less than 400 million USD while keeping about 25 million USD in treasury for corporate needs. The project has a reported reserve of about 1.6 million gold-equivalent ounces with an 11-year mine plan, and management aims to raise annual output toward about 100,000 ounces, with all-in sustaining costs estimated at 1,700 to 1,800 USD per ounce. Construction would take about 18 months after financing is finalized, and management would like a definitive agreement around January, though none has been announced. The company is also considering separating its Keystone exploration project in Nevada into a standalone structure.
- We're downgrading Alphabet after its rough quarter. Here's where we'd buy again
The S&P 500 and Nasdaq slipped on Thursday as post-earnings sell-offs hit technology stocks including Alphabet, ServiceNow and Fortinet. The CNBC Investing Club cut its Alphabet rating from 1 to 2 and lowered its price target to $350 from $400, but is keeping the position because of momentum in the Cloud business. The club said it would reassess if the price-to-earnings multiple falls from about 19x to the 17x-18x range and AI Mode monetization improves.
- Alphabet's Cloud Business Just Doubled. The Stock Fell 12%. Is it a Buy?
Alphabet reported third-quarter results after the close on Wednesday, and the stock fell about 10% in after-hours trading as earnings and revenue missed estimates amid heavy AI spending. Most of the earnings hit was an unrealized $8.7 billion loss on equity securities, mainly tied to its SpaceX investment, which cut EPS by $0.55, while operating income rose 30% to $40.6 billion. Google Cloud revenue more than doubled to $30.7 billion at a margin of about 36%, and its backlog reached $561 billion, up from $514 billion three months earlier. Search revenue grew 12%, down from about 17% in the second quarter, while capex of $51.4 billion pushed free cash flow to negative $9.1 billion and spending is expected to rise significantly in 2027. The author says investors are not yet convinced of the return on this spending, but that the stock's 21x forward earnings multiple after the decline may merit a closer look for long-term investors.
- Is Lockheed Martin a Buy After Its Latest Earnings Report?
Lockheed Martin shares have risen nearly 15% since last week's third-quarter results and are up 29% year to date, versus a 12% gain for the S&P 500. The company reported a record backlog of $292 billion, up 63% over the past four quarters from $179 billion, and raised its 2026 free cash flow expectation from a midpoint of $6.65 billion to $7.9 billion. Missiles and Fire Control (MFC) grew sales 24% and contributed nearly 29% of operating profit despite under 22% of revenue, while a seven-year PAC-3 contract is worth $58.6 billion. The stock trades at nearly 23 times trailing P/E versus 18 times for Northrop Grumman, and the author notes the market already prices in much of the expected growth. The author views the company as a growth story for long-term exposure to the defense sector and suggests watching for sustained sales growth that drives higher profit margins.
- Why Marvell Stock Is Down Today
Marvell Technology shares fell 13.9% as of 2:44 p.m. ET on Thursday, October 29, after Bloomberg reported that the chipmaker is in advanced talks to acquire Lumentum, a maker of optical components for AI data centers. The report said an announcement could come as early as next week, though nothing has been finalized. Marvell has about $3.93 billion in cash and equivalents, and with Lumentum's $83 billion market cap, the deal is likely to be mostly stock, which would dilute existing shareholders. Marvell's optics acquisition last year was a smaller $3.5 billion deal that included $1 billion in cash. Meanwhile, Marvell's second-quarter revenue rose 37% to a record $2.74 billion.
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