Eli Lilly and Company
LLY
USReal-Time PriceEli Lilly and Company (LLY) Stock News
The latest Eli Lilly and Company (LLY) news in one feed: earnings updates, analyst ratings, product launches and regulatory filings, curated and summarized by BTI.
Lilly's Obesity Pill Gains Traction as Chip Stocks Attempt a Rebound
A Bank of America physician survey suggests Lilly's oral obesity drug is expanding the GLP-1 market rather than merely shifting existing patients, while a fragile semiconductor rebound shows risk appetite remains unsettled.
Lilly’s Foundayo Clears an EU Hurdle, but Approval Is Not Final
The EMA’s medicines committee recommended Foundayo for obesity and type 2 diabetes. European Commission approval and national reimbursement decisions still stand between Lilly and broad commercial access.
EMA Backs Lilly's Foundayo Pill, but EU Approval Is Not Final
The EMA's medicines committee recommended Lilly's Foundayo pill for weight management and type 2 diabetes. The European Commission must still grant authorization, making the opinion an important but interim commercial step.
Lilly's Weight-Loss Franchise Drives 48% Quarterly Revenue Growth
Eli Lilly's second-quarter revenue climbed 48% to $23.0 billion, led by Mounjaro and Zepbound. The franchise is scaling rapidly, while pricing and manufacturing investment remain critical.
Foundayo Wins European Backing, but Lilly Still Needs Final Authorization
The EMA's medicines committee recommended Lilly's oral GLP-1 Foundayo for obesity, overweight patients with related conditions and type 2 diabetes, moving the drug toward a European launch pending a European Commission decision.
Eli Lilly's Decade-Long Rally Now Depends on Volume Beating Price Pressure
Eli Lilly's obesity franchise transformed its growth profile, but the next leg depends on prescription volume, oral Foundayo adoption and pipeline execution offsetting lower realized prices and heavy concentration in Mounjaro and Zepbound.
Foundayo Gives Eli Lilly a New Route Into Oral Obesity Care
Eli Lilly's Foundayo pill extends its obesity franchise beyond injections. Early U.S. adoption, manufacturing scale and broader indications could support growth, but Lilly's premium valuation leaves little room for a slow rollout.
Walmart Expands No-Cost Drug Coverage for 1.6 Million U.S. Workers
Walmart will add more than 250 no-cost prescriptions and cover selected diabetes GLP-1 drugs in 2027, using richer benefits to compete for workers while limiting weight-loss exposure.
Lilly Battles Illegal Retatrutide Sales Before Regulatory Approval
Eli Lilly filed six new lawsuits and reported thousands of online listings for products claiming to contain retatrutide. The drug remains investigational, creating safety, enforcement and launch risks.
Intel’s Terafab Role Offers a Test for Its Foundry Strategy
Intel’s continued involvement in SpaceX’s Terafab project could provide a reference customer, while high yields and fuel costs shape the wider market.
Eli Lilly Drops 8% in a Month, but Citi Sees 45% Upside to $1,600
Eli Lilly has fallen more than 8% in a month even as Q2 revenue grew 48% and full-year guidance increased. Citi’s $1,600 target rests on GLP-1 leadership, new oral products and a deep late-stage pipeline.
Cramer Says Investors Should Look Beyond AI, but Diversification Is the Real Message
Jim Cramer highlighted aerospace, fintech, health care and energy as areas investors may be overlooking while AI dominates attention. The more useful takeaway is not a list of picks, but the risk of concentrating too heavily in one crowded theme.
Healthcare ETF Flows Are Recovering After a Strong Biopharma Rally
J.P. Morgan sees healthcare ETF flows recovering after years of relative weakness, while large-cap biopharma has already outperformed. The setup could support further rotation, but fund flows alone are not enough to sustain the sector’s valuation gains.
AbbVie Looks Expensive on GAAP Earnings, but Its Core Business Tells a Different Valuation Story
AbbVie’s trailing valuation can look extreme because acquisition and IPR&D charges depress reported earnings. Core operations remain strong, led by Skyrizi and Rinvoq, making normalized earnings more useful for judging the stock.
Eli Lilly Is Exploring Women’s Health as It Reinvests GLP-1 Cash Flows Into New Growth Areas
Lilly is reportedly building expertise and evaluating opportunities in women’s health, including endometriosis and bone health. The move fits a broader strategy of using GLP-1 cash generation to diversify beyond cardiometabolic medicines.
Eli Lilly’s Fundamentals Remain Strong, but the Technical Setup Still Needs Confirmation
Lilly combines exceptional revenue growth and high profitability with a stock that has recently consolidated. The fundamental thesis remains strong, but investors should separate business quality from short-term chart timing and valuation risk.
XLV Offers Defensive Healthcare Exposure — but GLP-1s, AI and Robotics Add a Growth Engine
Healthcare is often treated as a defensive sector, yet innovation in obesity drugs, AI, robotics and oncology is creating growth opportunities. XLV combines that innovation with the stability of large healthcare companies.
Morgan Stanley Turns Bearish on Novo Nordisk as Semaglutide Concentration Becomes a Valuation Risk
Morgan Stanley downgraded Novo Nordisk as semaglutide dominates sales and major patents approach expiry in the early 2030s. The obesity market remains enormous, but pipeline diversification now matters more than category growth alone.
Merck vs. Eli Lilly: Why Reported Valuation Can Mislead When Acquisition Charges Distort Earnings
Merck can appear more expensive than Lilly on trailing earnings despite much slower revenue growth. The comparison is distorted by acquisition charges, making normalized earnings and pipeline execution more useful than headline P/E ratios.
Johnson & Johnson’s Rally Is Supported by Earnings — but Valuation and MedTech Execution Now Matter More
Johnson & Johnson has materially outperformed healthcare peers as Innovative Medicine growth and stronger guidance support the rally. The next test is whether pharmaceutical momentum can offset softer areas in MedTech at a premium valuation.