News about weight-loss drugs

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.