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Novo Nordisk and Eli Lilly reported Q2 2026 the same week to opposite reactions. On Lilly's own measures it leads incretins in both regions, though Novo claims the larger share by volume abroad - and Novo's oral Wegovy pill is the fastest volume launch the class has produced.
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Chinese GLP-1 drugs post Western-level weight loss with strikingly low side-effect dropouts. The trials are shorter and some data is unaudited - but Lilly, AstraZeneca and Merck have already licensed in.
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Two of the most closely watched pipeline readouts in obesity pharmacology are now in. After REDEFINE 4 (CagriSema vs tirzepatide) and TRIUMPH-1 (retatrutide), it is finally possible to draw a real competitive map. This post scores each drug on what the data actually shows.
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Cerebras IPO'd at 133x revenue last week. NVIDIA trades at 25x. ASML - the Dutch monopolist whose machines manufacture every advanced chip in the race - trades at 16x. The supply chain arithmetic is hiding in plain sight.
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The headline weight-loss percentages from liraglutide, semaglutide, and tirzepatide trials look like a straight-line march of progress. They are not. Inclusion criteria have shifted systematically over a decade, changing who gets enrolled and for how long - making cross-trial comparisons unreliable without a head-to-head.
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Revenue flat like-for-like in a soft consumer environment, but a 370bp gross margin headwind from commodities, FX and tariffs was absorbed down to just 90bp net - demonstrating the margin resilience at the core of the model.
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Quick status check on Novo, Lilly, and rivals after ADA 2025 - just ahead of Q2 earnings.
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GLP-1 weight loss drugs Wegovy® (semaglutide) and Zepbound® (tirzepatide) from Novo Nordisk and Eli Lilly hit markets like a tsunami, when they were approved in June 2021 and November 2023 , due to their unprecedented weight-loss efficacy 🌊 The next waves might not be as colossal, but they still hol
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The 2023 banking crisis has led to the collapse of some prominent regional banks, raising concerns about the future of this sector. This post will explore the reasons behind the collapse of Silicon Valley Bank ( $SIVB ), Signature Bank ($SBNY), and First Republic Bank ($FRC), and analyze whether oth
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The FDA on May 13th approved the dual GIP-GLP1-agonist Mounjaro ® (tirzepatide) from Eli Lilly for diabetes following the completion of the SURPASS studies (e.g. SURPASS-2 NCT03987919 ).
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Novo Nordisk continues to succeed in the GLP-1 space with semaglutide ( Ozempic ®, Rybelsus ® and Wegovy ®).
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Novo Nordisk sales and operating profit grew at 12% and 9%, respectively, at constant exchange rates. The FDA approved the once-weekly injectable anti-obesity drug Wegovy® (semaglutide) on June 4th.
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Novo Nordisk has gained market share in diabetes (29.2%), GLP-1 (49.9%) and insulin (44.5%).
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The first and second quarter of 2020 were unusual in many ways. More than a third of S&P500 companies temporarily or permanently withdrew guidance for the full year due to uncertainty surrounding impacts from COVID-19 according to FactSet . This article seeks to visualize the growth in each of t
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Once more Humira® from AbbVie is the best selling drug of the quarter ($4,837M) despite headwinds in Europe from biosimilars Amgevita®, Amsparity®, Halimatoz®, Hefiya®, Hulio®, Hyrimoz®, Idacio® and Imraldi®. In the US Humira® will in 2023 lose market exclusivity to the biosimilars Amjevita®, Cyltez
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Novo Nordisk has reported their 2nd quarter results .
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The largest sectors and companies of the S&P 500 by market capitalization have changed over time. Prior to the dot-com bubble bursting in March 2000 the technology sector made up a third of the S&P 500 thanks to companies such as Microsoft, Cisco, Intel, Lucent Technologies, IBM, America Onl
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Novo Nordisk is with the exception of the postponement of new clinical trials mostly unaffected by COVID-19. Sales in Q1 were however positively affected by stock piling of insulin. Growth continues to be spearheaded by Ozempic®, whereas Victoza® and Levemir® in the US continue to lead the decline.
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Kraft Heinz issued a press release on their Q4 earnings on February 13th. Kraft Heinz pays an annual dividend of approximately $500M and has debt of approximately $29B. Is Kraft Heinz able to maintain the current dividend while paying down the debt? CFO Paulo Basilio had the following comments on th
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AB InBev ($BUD, $ABI.BR) issued a press release on their Q4 earnings on February 27th.
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Hanesbrands issued a press release on their 4th quarter 2019 financial results on February 7th. The quarter was summarized by the CEO as follows:
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The revenue from anti-diabetic drugs in the US is flat across companies such as Novo Nordisk, Eli Lilly, Merck and Sanofi despite the growth of Ozempic ® due to declining sales of Lantus ® (insulin glargine from Sanofi), Victoza ® (GLP1 liraglutide from Novo Nordisk), Levemir ® (insulin detemir from
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BorgWarner ($BWA) is to acquire Delphi Technologies ($DLPH) to strengthen its propulsion systems leadership.
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Mylan presented on Viatris at the 38th Annual J.P. Morgan Healthcare Conference. Below are selected slides from the presentations of Mylan and Teva at the conference and figures comparing the existing business entities prior to the merger with Upjohn.
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The earnings season in the US has kicked off with earnings from the banks JP Morgan ($JPM) and Wells Fargo ($WFC). Below are the earnings date for selected European and Nordic publicly listed companies. The companies are mostly constituents of the indices EURO STOXX 50®, STOXX® Europe 50 and OMX Nor
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Constellation Brands issued a press release on its third quarter earnings before the opening bell with the following highlights.
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The pharmaceutical companies AbbVie and Novo Nordisk presented their quarterly results today and concluded the earnings season for the major pharmaceutical companies. There are currently more than 50 blockbuster drugs in the world with annual sales exceeding a billion US dollars. Here the best selli
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Novo Nordisk and Eli Lilly have both reported their Q3 results. Below are some of the headlines related to their diabetes business.
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Kraft Heinz issued a press release on its third quarter results before the market opened. Organic growth was -1.6% in the US and -1.1% for the whole business.
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AB InBev issued a press release on their quarterly results before the market opened.
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Amazon issued a press release on their third quarter results after the market closed.
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Microsoft issued a press release on its 2020 first quarter results after the markets closed with the following bullet points.
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The two Danish enzyme manufacturers Chr. Hansen and Novozymes both saw their share price tumble following third quarter earnings. Chr. Hansen released earnings on October 10th and Novozymes released earnings on October 23nd. This followed the October 9th profit warning from Novozymes. Chr. Hansen, w
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Procter & Gamble [$PG] issued a press release on its first quarter results prior to the market opening. The company raised its full year guidance. The share price jumped by 2.6% from $119.08 to a 52 week high of $122.18.
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Bank OZK [$OZK] issued a press release after the closing bell on its quarterly results accompanied by the following comment from the CEO George Gleason.
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Roche issued a press release on its nine month sales with the following headlines.
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Netflix issued a press release on its quarterly results after the closing bell.
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United Healthcare [$UNH] issued a press release on its quarterly results before the market opened with the following headlines:
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Johnson & Johnson [$JNJ] issued a press release before the market opened on its third quarter results with the following headlines:
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Three important indexes in Europe are the STOXX Europe 50 for Europe and the EURO STOXX 50 for the Eurozone and the S&P 350 Europe .
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H&M released their nine month report prior to the market opening on October 3rd. Some of the headlines from that report are:
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PepsiCo issued a press release regarding its quarterly results before the market opened.
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HP Inc. [HPQ] has announced its 2020 outlook and restructuring plan in a press release with the following headlines.
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Costco [COST] issued a press release on their quarterly results after markets closed.
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Constellations Brands issued a press release on its quarterly results before markets opened.
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The earnings season kicks into gear this week with earnings from PepsiCo, Costco, McCormick, Constellations Brands and others. The week from October 14th to 18th sees JP Morgan, Wells Fargo, BoA, J&J, UnitedHealth, Coca Cola and others reporting. Revenue as well as dividends and stock repurchase
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McCormick [MKC] has issued a press release on its third quarter earnings. The company increased its full year earnings per share outlook. Strong growth was shown in volume/mix and net sales despite currency headwinds and weaknesses in the flavor solutions segment and the EMEA consumer segments. The
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The FDA has issued a press release regarding the approval of the first oral GLP-1 treatment for type 2 diabetes. Novo Nordisk also issued a press release on Rybelsus®. Novo Nordisk in the US issued a separate press release. In terms of future peak sales this might be the most important FDA approval
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All manufacturers of anti-diabetic drugs have issued press releases on their Q2 earnings. Novo Nordisk on August 9th and Eli Lilly on July 30th . And the 79th Scientific Sessions of the American Diabetes Association took place June 7-11, so a look at the changes in the diabetes landscape is due.
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On August 20th Pandora issued a press release regarding Q2 earnings. The share price subsequently surged; especially following purchases by the CEO and CFO. It seems the absence of bad news is good news in the case of Pandora at the current point of the restructuring plan and at current price levels
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Kraft Heinz issued a press release on its Q2 earnings on August 8th and has with delay filed its 10Qs for Q1 and Q2 on August 14th. This article will cover a) the goodwill and asset impairment losses, b) the compression of profit margins, c) the debt and bond grade situation, d) the dividend and e)
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Teva Pharmaceuticals issued a press release on their Q2 earnings on August 7th.
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