See the full story in the original article.
Read the original on Yahoo Finance ↗
Related news
- 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.
- 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.
- A $1,000 Investment in Eli Lilly Became $18,637. The Obesity Boom Changed Everything
Eli Lilly, once a steady insulin maker, became a major player in obesity drugs after tirzepatide, sold as Mounjaro and Zepbound, reshaped its business. A $1,000 investment ten years ago grew to $18,637 in share price terms, versus $3,634 for the S&P 500 over the same period, though these figures exclude dividends, which rose from $0.51 to $1.73 a quarter. Q2 2026 revenue rose 47.7% to $22.97 billion, and the company raised full-year guidance to $85.0–87.0 billion. Volume growth of 60% has more than offset a 13% fall in realized prices, while Lilly plans a U.S. filing for retatrutide in Q1 2027. The article notes shares fell about 22% between February 4 and April 30, 2026, before recovering.
- 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.
- Eli Lilly's Biggest Shareholder Is Selling $347 Million of Stock. Should You Sell Too?
- Stock Market Today: Dow Jumps 450 Points As Yields Dive; Eli Lilly Charges Higher (Live Coverage)
Related markets
Latest news
- Duong Son Ba Arrested, Hai Phong Thermal Power Loses Lawsuit and Must Pay VND 115 Billion to Partner
Hai Phong Thermal Power (HND) disclosed an appellate ruling in a coal supply dispute with Dan Ka Mineral, under which the court accepted the plaintiff's appeal and ordered the company to pay nearly VND 115 billion, including a coal price difference of over VND 80.15 billion and interest of over VND 34.65 billion. The dispute stems from a 2021 contract, with disagreement over price adjustments after global coal prices rose sharply in 2022. Duong Son Ba, the company's general director, was arrested on 21 May 2026 over alleged forgery of documents of an agency or organisation, and the board dismissed him from the post on 13 October, with no successor yet announced. In the first half of 2026, the company reported net revenue of nearly VND 6,081 billion, up 8%, and after-tax profit of over VND 508 billion, up nearly 25%.
- Iran threatens to use the 'father of all missiles' to strike adversaries' energy facilities
Major General Mohammad Reza Naqdi, senior adviser to the IRGC commander, said at a rally in Sari on October 18 that Iran has prepared the most advanced missiles and will respond to any aggression. He warned that energy infrastructure and investments belonging to powers Tehran deems aggressive in the region could fall within Iranian missile range. His remarks answered US President Donald Trump's threat to use the GBU-43/B MOAB, often called the 'mother of all bombs' and weighing about 14 tons, against Iran's energy infrastructure and nuclear sites. Naqdi said Iran also possesses these bombs, having seized some that failed to detonate in the 12-day war, and called Trump's impatience a 'public admission of defeat'.
- Strategy on verge of golden cross, just weeks after bitcoin flashed same bullish signal
Strategy (MSTR) is about to form a golden cross, when its 50-day average rises above its 200-day average, possibly as early as Monday, just weeks after bitcoin showed the same bullish signal. The company holds $69.81 billion in bitcoin, and its stock has had two earlier golden crosses followed by big rallies: from $15.57 in September 2020 to $127.29 by February 2021, a 717% gain, and from $25.29 on March 2, 2023 to a peak of $473.83 in November 2024, up 1,774%. The article stresses the signal is unreliable, though: since 1999 MSTR has had 19 golden crosses, and only 10 were followed by a higher price 12 months later, a 50% hit rate, with a median 12-month return of just 3.3%. The two worst cases, in 2001 and 2007, were followed by a 61% loss.
- Director of the HCMC Institute of Economics, Natural Resources and Environment: Four major corporations have raised plans to invest in Vietnam, but pulled back when asked about power capacity
At a seminar co-organized by Tien Phong newspaper and the HCMC Department of Construction on October 16, TS. Phạm Viết Thuận said the city should treat infrastructure as an integrated system rather than focusing only on transport. He argued that 11 main and 13 secondary infrastructure categories, including power, water drainage, industrial zones and logistics, need to be synchronized for the city to develop its economy. To address flooding, he proposed surveying 159 flood-prone points and building ecological lakes at major spots. He also noted that four large corporations had considered investing in Vietnam but withdrew when asked about grid power capacity. Department director Trần Quang Lâm said capital mobilization and land policy need further study, while traffic congestion, flooding and pollution remain the city’s top priorities.
- Live updates: Bitcoin tags $83,000 and slips back as chip stocks lead a rebound
Bitcoin climbed from an overnight low near $80,700 to just above $83,000 early Monday, then slipped back to about $82,400 as sellers stepped in, and was up 0.3% over 24 hours. The bounce followed tech stocks, with Nasdaq 100 futures up 1.1%, snapping a weeklong 5.5% selloff, and an ETF tracking chipmakers jumping 3%. WTI crude recovered to $98.55 after touching $96.72, as the U.S. warned citizens across 12 Middle East locations of possible flight cancellations and airspace closures, raising fears of fresh strikes on Iran and disruption at the Strait of Hormuz. In Europe, the Stoxx 600 fell 0.8% after protests in France. Bitcoin would need to move through $84,000, its ceiling on October 13 and 14, to signal that the tech rebound is lifting it too.
- Baystreet . ca - When Might October Nasdaq Correction End ?
The Nasdaq Composite (QQQ ETF) is 6.96% below its 52-week high after falling 5.52% last week, close to the 10% threshold for a technical correction. The article says high oil prices, sustained by Iran's control of traffic through the Strait of Hormuz, keep September CPI and PPI rising, and that Iran wants higher oil prices to hurt the Republican Party before the midterm elections, so the correction in beaten-down stocks may continue. CoreWeave (CRWV) lost 25.21% last week, closing just 3% above its yearly low, while bears holding a 17% short float bet its $50 billion debt is unsustainable. Nebius (NBIS) fell 25% and Twilio (TWLO) dropped 15.6%, while Autodesk (ADSK), Salesforce (CRM) and Adobe (ADBE) drew buying. The article suggests volatility may ease after the midterms.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.