Investors seeking the next obesity-like market opportunity will be closely watching developments related to treatments for Alzheimer’s disease in 2025.

Eli Lilly shares dropped after the drugmaker cut its 2024 revenue guidance, citing lower-than-expected demand for its obesity and diabetes drugs.

In a live taping of "The Readout LOUD" at #JPM25, Eli Lilly CEO Dave Ricks talks Trump, Medicare's drug price negotiation, and obesity drugs.

Novo Nordisk just got a reality check. The company's latest trial for a higher-dose Wegovy showed it helps patients shed more weightbut not enough to dethrone Eli Lilly's Zepbound

When Eli Lilly last year started offering lower-priced vials of its blockbuster obesity drug Zepbound, which were previously sold in injectable pens, it framed the move as a way to expand patient access.

Novo Nordisk said a higher dose of its drug Wegovy led to greater weight loss in patients during a late-stage trial, but the results fell short of the weight loss achieved with Eli Lilly's rival drug Zepbound,

A larger body doesn’t necessarily mean you have ‘clinical obesity’, according to a proposed new definition of the disease.

Eli Lilly (LLY 1.45%) began a roll in late 2020 that lasted almost four years. During that time, it became the world's largest healthcare company, with a market cap that topped $8

The results are an uncomfortable echo of late October 2024, when Mounjaro and Zepbound missed by similar margins. Those results unsettled investors, setting off a three-week sello

It opens the door for broader coverage and access to Zepbound, which is not currently covered by Medicare and many other insurance plans for weight loss.

Compared with poor response, good response to obesity treatment was associated with lower risk of type 2 diabetes (adjusted HR [aHR] 0.42, 95% CI 0.23-0.77), dyslipidemia (aHR 0.31, 95% CI 0.13-0.75), and bariatric surgery (aHR 0.42, 95% CI 0.30-0.58), reported Emilia Hagman, PhD, of the Karolinska Institute in Sweden, and colleagues.

Just how much Medicare price negotiations will negatively impact Novo Nordisk, though, depends on what the final negotiated prices for Ozempic, Wegovy, and Rybelsus will be. In Medicare's negotiations for 2026, the new prices achieved an average of 22% savings.