1 hr. ago
Nordi Mukiele didn't mince his words after Sunderland's defeat at Bournemouth – and perhaps that's exactly what was needed.
"I don't know. Maybe because we became arrogant, this is what I think," he said. "It's just the beginning, football is like this. You can accept and just stand up and go back to work."
He went further, questioning whether enough was being done on the training ground and admitting that, against Bournemouth, Sunderland didn't look like a team desperate to win.
"Maybe we became arrogant."
"We struggle everywhere."
Nordi Mukiele shares his honest views after Sunderland's defeat to Bournemouth 🗣️ pic.twitter.com/6lgD20tUMx
Coming from one of the few players who emerged from the south coast with any real credit, those comments should make us all sit up and take notice.
#nordi #mukiele #sunderland
"I don't know. Maybe because we became arrogant, this is what I think," he said. "It's just the beginning, football is like this. You can accept and just stand up and go back to work."
He went further, questioning whether enough was being done on the training ground and admitting that, against Bournemouth, Sunderland didn't look like a team desperate to win.
"Maybe we became arrogant."
"We struggle everywhere."
Nordi Mukiele shares his honest views after Sunderland's defeat to Bournemouth 🗣️ pic.twitter.com/6lgD20tUMx
Coming from one of the few players who emerged from the south coast with any real credit, those comments should make us all sit up and take notice.
#nordi #mukiele #sunderland
28 days ago
Morgan Stanley has cut Novo Nordisk A/S (NYSE:NVO) to Underweight on September 11, 2026. Semaglutide, the underlying molecule for Wegovy and Ozempic, generates roughly 75% of 2026 revenue. Morgan Stanley models that it will still represent 59% of total sales when its patent protection expires in 2031. And according to the firm, the valuation does not price in the impact it has on Novo's terminal value. The stock, currently trading at 10.6x earnings and down 33% from its 52-week high, slipped another 2% following the call. At this point, the question isn't about whether the patent cliff is real or not, but whether the 10x multiple reflects an actual bargain.
Semaglutide loses exclusivity in Europe in 2031 and the US in 2032. And Morgan Stanley believes Novo's oral-obesity business, projected to reach $10 billion by 2031, could not offset the pricing collapse after the arrival of generics. Growth decelerates to a 4% compound rate between 2027 and 2030. If the deceleration continues, it will justify 10x earnings as a fair price instead of a cheap one.
The 10.6x multiple already prices aggressive pessimism into a market leader of one of the fastest-growing drug classes in history. Morgan Stanley fueled the pessimism by discounting a 2031 cliff five years earlier. However, pharmaceutical patent expirations frequently face extensions and prove difficult to time. Second, the ***** umption that oral obesity treatments cannot offset patent losses relies on oral semaglutide being the bridge. But Novo's next-generation portfolio, including CagriSema and amycretin, offers a significant defense against the patent cliff. This remains unproven, however, specifically after CagriSema's earlier weight-loss data failed to impress, yet Morgan Stanley's terminal-value model discounts this pipeline almost entirely. The company is also expanding its franchise. On September 7, the STEP Young trial hit its endpoint in children aged six to twelve, strengthening the base its successors inherit.
The smart money is leaning in. As per the Insider Monkey database, 59 hedge funds held NVO in the second quarter of 2026, up from 55 in the first, indicating a slight increase in the modest institutional interest in the stock. Short interest on the ADR is negligible at about 0.7%. The positioning reflects a beaten-down value stock quietly seeing institutional accumulation while Wall Street turns increasingly bearish.
#semaglutide #oral
Semaglutide loses exclusivity in Europe in 2031 and the US in 2032. And Morgan Stanley believes Novo's oral-obesity business, projected to reach $10 billion by 2031, could not offset the pricing collapse after the arrival of generics. Growth decelerates to a 4% compound rate between 2027 and 2030. If the deceleration continues, it will justify 10x earnings as a fair price instead of a cheap one.
The 10.6x multiple already prices aggressive pessimism into a market leader of one of the fastest-growing drug classes in history. Morgan Stanley fueled the pessimism by discounting a 2031 cliff five years earlier. However, pharmaceutical patent expirations frequently face extensions and prove difficult to time. Second, the ***** umption that oral obesity treatments cannot offset patent losses relies on oral semaglutide being the bridge. But Novo's next-generation portfolio, including CagriSema and amycretin, offers a significant defense against the patent cliff. This remains unproven, however, specifically after CagriSema's earlier weight-loss data failed to impress, yet Morgan Stanley's terminal-value model discounts this pipeline almost entirely. The company is also expanding its franchise. On September 7, the STEP Young trial hit its endpoint in children aged six to twelve, strengthening the base its successors inherit.
The smart money is leaning in. As per the Insider Monkey database, 59 hedge funds held NVO in the second quarter of 2026, up from 55 in the first, indicating a slight increase in the modest institutional interest in the stock. Short interest on the ADR is negligible at about 0.7%. The positioning reflects a beaten-down value stock quietly seeing institutional accumulation while Wall Street turns increasingly bearish.
#semaglutide #oral
29 days ago
Eli Lilly presents mid-stage eloraTZP data September 30, and LLY stock near $1,152 with a $1 trillion market cap leaves no room for a weak result.
Novo Nordisk's GLP-1 franchise faces headwinds while Viking Therapeutics' VK2735 looms; a convincing eloraTZP win raises the bar for both rivals.
Bearish options positioning shows put/call ratios hitting 4.67 for October 9 expiry, signaling Wall Street is hedging hard against disappointment.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Eli Lilly didn't make the cut. Enter your email to see the names that beat LLY. The report is free. Enter your email and see if any of your stocks made the cut.
Eli Lilly (NYSE:LLY) presents mid-stage data on eloraTZP, a combination of eloralintide and tirzepatide, at a European **** ociation for the Study of Diabetes symposium on September 30.
#eloratzp #september #Stock
Novo Nordisk's GLP-1 franchise faces headwinds while Viking Therapeutics' VK2735 looms; a convincing eloraTZP win raises the bar for both rivals.
Bearish options positioning shows put/call ratios hitting 4.67 for October 9 expiry, signaling Wall Street is hedging hard against disappointment.
Just released. Our **** ysts combed the entire stock market and named the ten best stocks to buy right now, and Eli Lilly didn't make the cut. Enter your email to see the names that beat LLY. The report is free. Enter your email and see if any of your stocks made the cut.
Eli Lilly (NYSE:LLY) presents mid-stage data on eloraTZP, a combination of eloralintide and tirzepatide, at a European **** ociation for the Study of Diabetes symposium on September 30.
#eloratzp #september #Stock
1 month ago
On September 7, 2026, Reuters reported that Novo Nordisk A/S (NYSE:NVO) halted two additional trials of its experimental cardiovascular drug ziltivekimab, further denting the Danish drugmaker's efforts to diversify beyond its blockbuster obesity and diabetes franchise.
The move follows a July disclosure that ziltivekimab failed to reduce major adverse cardiovascular events in a late-stage trial. An independent data monitoring committee found a "low likelihood" that the two additional heart-failure studies would produce a different result from that earlier failure, prompting Novo to end them ahead of schedule.
Novo Nordisk A/S (NYSE:NVO) still has one opportunity to create value from its cardiovascular program. The company will continue testing ziltivekimab in patients recovering from a heart attack, with results expected in the first half of 2027. A successful outcome could give Novo another growth opportunity outside its obesity and diabetes franchise.
Novo's core obesity and diabetes business remains the much larger driver of its financial performance. The oral Wegovy pill has already generated more than 2 million prescriptions shortly after its January 2026 launch. It gives Novo an important growth opportunity as the company competes with Eli Lilly in the oral GLP-1 market.
The company can also preserve capital by ending trials that show limited prospects for success. An independent data monitoring committee found a low likelihood that the two heart-failure studies would produce different results from the earlier failed trial. Novo can redirect the resources it would have spent on those studies toward higher-potential programs.
#obesity #diabetes
The move follows a July disclosure that ziltivekimab failed to reduce major adverse cardiovascular events in a late-stage trial. An independent data monitoring committee found a "low likelihood" that the two additional heart-failure studies would produce a different result from that earlier failure, prompting Novo to end them ahead of schedule.
Novo Nordisk A/S (NYSE:NVO) still has one opportunity to create value from its cardiovascular program. The company will continue testing ziltivekimab in patients recovering from a heart attack, with results expected in the first half of 2027. A successful outcome could give Novo another growth opportunity outside its obesity and diabetes franchise.
Novo's core obesity and diabetes business remains the much larger driver of its financial performance. The oral Wegovy pill has already generated more than 2 million prescriptions shortly after its January 2026 launch. It gives Novo an important growth opportunity as the company competes with Eli Lilly in the oral GLP-1 market.
The company can also preserve capital by ending trials that show limited prospects for success. An independent data monitoring committee found a low likelihood that the two heart-failure studies would produce different results from the earlier failed trial. Novo can redirect the resources it would have spent on those studies toward higher-potential programs.
#obesity #diabetes
1 month ago
Ascendis Pharma A/S (NASDAQ:ASND) announced on September 14 that it will regain exclusive rights to develop, manufacture, and commercialize TransCon products in metabolic and cardiovascular diseases following the termination of its collaboration with Novo Nordisk A/S (NYSE:NVO).
The rights include once-monthly TransCon Semaglutide, an investigational long-acting prodrug of semaglutide intended for obesity and type 2 diabetes. Neither party will have continuing financial obligations to the other. Once termination becomes effective and the rights revert, management plans to initiate multiple programs across rare and large indications.
The investment question is whether greater control over future products can justify the resources needed to develop them.
Ascendis Pharma A/S (NASDAQ:ASND) would regain flexibility over which indications to pursue, how quickly to advance candidates, and whether to seek another partner. Successful independent development could retain more of a product's commercial economics, while a new collaboration could provide another way to share costs and risk.
Monthly dosing offers a clear development objective. If clinical studies demonstrate effective treatment with acceptable tolerability, fewer injections could make long-term therapy more convenient. That potential benefit would matter most if it helps patients stay on treatment without sacrificing outcomes.
#ascendis #pharma #asnd #regain
The rights include once-monthly TransCon Semaglutide, an investigational long-acting prodrug of semaglutide intended for obesity and type 2 diabetes. Neither party will have continuing financial obligations to the other. Once termination becomes effective and the rights revert, management plans to initiate multiple programs across rare and large indications.
The investment question is whether greater control over future products can justify the resources needed to develop them.
Ascendis Pharma A/S (NASDAQ:ASND) would regain flexibility over which indications to pursue, how quickly to advance candidates, and whether to seek another partner. Successful independent development could retain more of a product's commercial economics, while a new collaboration could provide another way to share costs and risk.
Monthly dosing offers a clear development objective. If clinical studies demonstrate effective treatment with acceptable tolerability, fewer injections could make long-term therapy more convenient. That potential benefit would matter most if it helps patients stay on treatment without sacrificing outcomes.
#ascendis #pharma #asnd #regain
1 month ago
Danish pharmaceutical company Novo Nordisk (NVO) has teamed up with artificial intelligence (AI) leader Anthropic to leverage frontier AI models, including Claude Science, to supercharge its drug discovery and research and development (R&D) operations.
The collaboration aims to address complex biological challenges, streamline software engineering, and compress the timelines required to bring treatments for chronic diseases to market.
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#Stock #danish #science
The collaboration aims to address complex biological challenges, streamline software engineering, and compress the timelines required to bring treatments for chronic diseases to market.
Billionaire Charlie Munger, Who Died at 99, Skipped Insurance on His Mansion Since He Could Just Write a Check to Rebuild — 'All Intelligent People Do It My Way'
Why It's Time to Load Up on Nvidia Stock
The Case for Selling CrowdStrike Stock
#Stock #danish #science
1 month ago
Investors looking for cheap stocks to buy before the end of 2026 don't have to look too far to find some great investments. There are many top stocks that can make for solid long-term growth investments that are trading at absurdly cheap valuations right now.
Three stocks that are trading at low earnings multiples and that have lots of growth still ahead are Novo Nordisk (NYSE:NVO), Intuit (NASDAQ:INTU), and Reddit (NYSE:RDDT). Here's why these can make for great growth stocks to buy right now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
It's been a rough stretch for healthcare company Novo Nordisk, as it has declined about 23% in value over the past 12 months. Investors are questioning its ability to grow and compete alongside its rival, Eli Lilly. Novo was an early leader in the GLP-1 race with Ozempic and Wegovy, but now has lost more than a couple of steps.
#NVIDIA #investors #cheap
Three stocks that are trading at low earnings multiples and that have lots of growth still ahead are Novo Nordisk (NYSE:NVO), Intuit (NASDAQ:INTU), and Reddit (NYSE:RDDT). Here's why these can make for great growth stocks to buy right now.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Image source: Getty Images.
It's been a rough stretch for healthcare company Novo Nordisk, as it has declined about 23% in value over the past 12 months. Investors are questioning its ability to grow and compete alongside its rival, Eli Lilly. Novo was an early leader in the GLP-1 race with Ozempic and Wegovy, but now has lost more than a couple of steps.
#NVIDIA #investors #cheap
1 month ago
Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S. patients starting oral weight-loss medicines, a notable early gain against Novo Nordisk's Wegovy pill. Reuters reports that Wegovy initially held roughly 90% of the oral market, making Lilly's rapid share capture an important sign that the oral GLP-1 market is becoming a two-player competition rather than a Novo-dominated segment. The broader U.S. obesity-drug market is expected to exceed $100 billion annually by 2030, with oral treatments potentially accounting for more than one-third of GLP-1 use.
The timing is strategically important for Lilly because Foundayo was only launched in the U.S. in April 2026. The drug starts at $149 per month for self-pay patients and can cost as little as $25 for eligible commercially insured patients, while Medicare beneficiaries can access it through the GLP-1 Bridge program at $50 per month. Lilly's SEC filing says Mounjaro and Zepbound already represented 65% of its revenue in the first six months of 2026, highlighting both the importance of the incretin franchise and the opportunity for Foundayo to broaden Lilly's cardiometabolic revenue base.
The strongest bullish implication is that Foundayo appears to be overcoming the biggest behavioral barrier in obesity treatment: patients' preference for an oral medicine over an injection. Capturing more than 30% of new oral patients only months after launch suggests Eli Lilly and Company (NYSE:LLY) is establishing meaningful competitive positioning before the oral GLP-1 market fully scales. Foundayo's formulation also has a practical advantage because it can be taken at any time of day without food or water restrictions, while Lilly's clinical data showed an average 27.3-pound, or 12.4%, weight reduction at the highest dose among patients who remained on treatment in ATTAIN-1.
The commercial opportunity could become considerably larger if Foundayo gains indications beyond obesity. Lilly reported that in the ACHIEVE-3 trial, Foundayo produced a 57.1% greater relative reduction in A1C and a 73.6% greater relative reduction in body weight compared with oral semaglutide 14 mg. Lilly submitted Foundayo for type 2 diabetes in the U.S., EU, and **** an, potentially expanding the addressable market beyond weight management.
The early oral-market traction also complements Eli Lilly and Company (NYSE:LLY)'s existing injectable franchise rather than simply cannibalizing it. A Lilly trial found that patients switching from maximum-tolerated Wegovy to Foundayo maintained all but 0.9 kg of their previous weight loss after one year, while patients switching from maximum-dose Zepbound to Foundayo maintained all but 5.0 kg. That suggests Foundayo could serve as a maintenance or lower-burden treatment within Lilly's broader obesity portfolio, increasing lifetime value per patient rather than limiting the opportunity to new prescriptions.
#patients #weight #c
The timing is strategically important for Lilly because Foundayo was only launched in the U.S. in April 2026. The drug starts at $149 per month for self-pay patients and can cost as little as $25 for eligible commercially insured patients, while Medicare beneficiaries can access it through the GLP-1 Bridge program at $50 per month. Lilly's SEC filing says Mounjaro and Zepbound already represented 65% of its revenue in the first six months of 2026, highlighting both the importance of the incretin franchise and the opportunity for Foundayo to broaden Lilly's cardiometabolic revenue base.
The strongest bullish implication is that Foundayo appears to be overcoming the biggest behavioral barrier in obesity treatment: patients' preference for an oral medicine over an injection. Capturing more than 30% of new oral patients only months after launch suggests Eli Lilly and Company (NYSE:LLY) is establishing meaningful competitive positioning before the oral GLP-1 market fully scales. Foundayo's formulation also has a practical advantage because it can be taken at any time of day without food or water restrictions, while Lilly's clinical data showed an average 27.3-pound, or 12.4%, weight reduction at the highest dose among patients who remained on treatment in ATTAIN-1.
The commercial opportunity could become considerably larger if Foundayo gains indications beyond obesity. Lilly reported that in the ACHIEVE-3 trial, Foundayo produced a 57.1% greater relative reduction in A1C and a 73.6% greater relative reduction in body weight compared with oral semaglutide 14 mg. Lilly submitted Foundayo for type 2 diabetes in the U.S., EU, and **** an, potentially expanding the addressable market beyond weight management.
The early oral-market traction also complements Eli Lilly and Company (NYSE:LLY)'s existing injectable franchise rather than simply cannibalizing it. A Lilly trial found that patients switching from maximum-tolerated Wegovy to Foundayo maintained all but 0.9 kg of their previous weight loss after one year, while patients switching from maximum-dose Zepbound to Foundayo maintained all but 5.0 kg. That suggests Foundayo could serve as a maintenance or lower-burden treatment within Lilly's broader obesity portfolio, increasing lifetime value per patient rather than limiting the opportunity to new prescriptions.
#patients #weight #c
1 month ago
Novo Nordisk A/S (NYSE:NVO)'s decision to rebrand its day-to-day identity as "Novo" and launch a cultural reset is primarily a strategic response to the company's loss of momentum in the obesity-drug market, rather than a financial restructuring in itself. Reuters reports that the company is trying to regain competitiveness as pressure from Eli Lilly intensifies. The move comes as Novo prepares to unveil new strategic ambitions at its September 21 Capital Markets Day, making the cultural reset potentially important if it leads to faster decision-making, stronger commercial execution and a more aggressive R&D approach.
The underlying business still has substantial scale to protect. Novo generated DKK 309.1 billion of 2025 sales and DKK 127.7 billion of operating profit, while obesity-care sales rose 31% at constant exchange rates to DKK 82.3 billion. However, the company also spent around DKK 8 billion on its transformation in 2025, and its diabetes value-market share fell 3.6 percentage points to 30.1%. The reset therefore comes at a critical point: Novo remains the global obesity-market leader, with a 59.6% branded-volume share in 2025, but Lilly is rapidly narrowing the competitive gap.
A successful cultural reset could improve Novo Nordisk A/S (NYSE:NVO)'s execution at a time when the company needs to convert its scientific and commercial ******* ets into faster growth. Reuters reported that CEO Mike Doustdar is already seeking to accelerate R&D and streamline decision-making following investor concerns about the pipeline and competition from Lilly. If the reorganization reduces internal bureaucracy and improves the speed of clinical, regulatory and commercial decisions, it could help Novo extract more value from its existing obesity portfolio while advancing next-generation treatments before the semaglutide patent cliff expected early next decade.
The company also has ******* ets that give a cultural and operational reset something concrete to build around. Wegovy was available in 52 countries by the end of 2025, while the company's higher-dose Wegovy achieved 20.7% weight loss in Phase 3 studies and its oral Wegovy achieved 16.6% weight loss. More recently, Wegovy received approval in China for MASH, expanding its potential beyond weight management and cardiovascular benefits into another large metabolic-disease market. If Novo Nordisk A/S (NYSE:NVO) can combine these products with better execution, the reset could support higher patient volumes and extend the commercial life of its GLP-1 franchise, helping defend revenue and cash flow despite pricing pressure.
#nordisk #lilly
The underlying business still has substantial scale to protect. Novo generated DKK 309.1 billion of 2025 sales and DKK 127.7 billion of operating profit, while obesity-care sales rose 31% at constant exchange rates to DKK 82.3 billion. However, the company also spent around DKK 8 billion on its transformation in 2025, and its diabetes value-market share fell 3.6 percentage points to 30.1%. The reset therefore comes at a critical point: Novo remains the global obesity-market leader, with a 59.6% branded-volume share in 2025, but Lilly is rapidly narrowing the competitive gap.
A successful cultural reset could improve Novo Nordisk A/S (NYSE:NVO)'s execution at a time when the company needs to convert its scientific and commercial ******* ets into faster growth. Reuters reported that CEO Mike Doustdar is already seeking to accelerate R&D and streamline decision-making following investor concerns about the pipeline and competition from Lilly. If the reorganization reduces internal bureaucracy and improves the speed of clinical, regulatory and commercial decisions, it could help Novo extract more value from its existing obesity portfolio while advancing next-generation treatments before the semaglutide patent cliff expected early next decade.
The company also has ******* ets that give a cultural and operational reset something concrete to build around. Wegovy was available in 52 countries by the end of 2025, while the company's higher-dose Wegovy achieved 20.7% weight loss in Phase 3 studies and its oral Wegovy achieved 16.6% weight loss. More recently, Wegovy received approval in China for MASH, expanding its potential beyond weight management and cardiovascular benefits into another large metabolic-disease market. If Novo Nordisk A/S (NYSE:NVO) can combine these products with better execution, the reset could support higher patient volumes and extend the commercial life of its GLP-1 franchise, helping defend revenue and cash flow despite pricing pressure.
#nordisk #lilly
1 month ago
Eli Lilly and Company (NYSE:LLY) says its newly launched oral obesity drug Foundayo has captured more than 30% of new U.S. patients starting oral weight-loss medicines, a notable early gain against Novo Nordisk's Wegovy pill. Reuters reports that Wegovy initially held roughly 90% of the oral market, making Lilly's rapid share capture an important sign that the oral GLP-1 market is becoming a two-player competition rather than a Novo-dominated segment. The broader U.S. obesity-drug market is expected to exceed $100 billion annually by 2030, with oral treatments potentially accounting for more than one-third of GLP-1 use.
The timing is strategically important for Lilly because Foundayo was only launched in the U.S. in April 2026. The drug starts at $149 per month for self-pay patients and can cost as little as $25 for eligible commercially insured patients, while Medicare beneficiaries can access it through the GLP-1 Bridge program at $50 per month. Lilly's SEC filing says Mounjaro and Zepbound already represented 65% of its revenue in the first six months of 2026, highlighting both the importance of the incretin franchise and the opportunity for Foundayo to broaden Lilly's cardiometabolic revenue base.
The strongest bullish implication is that Foundayo appears to be overcoming the biggest behavioral barrier in obesity treatment: patients' preference for an oral medicine over an injection. Capturing more than 30% of new oral patients only months after launch suggests Eli Lilly and Company (NYSE:LLY) is establishing meaningful competitive positioning before the oral GLP-1 market fully scales. Foundayo's formulation also has a practical advantage because it can be taken at any time of day without food or water restrictions, while Lilly's clinical data showed an average 27.3-pound, or 12.4%, weight reduction at the highest dose among patients who remained on treatment in ATTAIN-1.
The commercial opportunity could become considerably larger if Foundayo gains indications beyond obesity. Lilly reported that in the ACHIEVE-3 trial, Foundayo produced a 57.1% greater relative reduction in A1C and a 73.6% greater relative reduction in body weight compared with oral semaglutide 14 mg. Lilly submitted Foundayo for type 2 diabetes in the U.S., EU, and ***** an, potentially expanding the addressable market beyond weight management.
The early oral-market traction also complements Eli Lilly and Company (NYSE:LLY)'s existing injectable franchise rather than simply cannibalizing it. A Lilly trial found that patients switching from maximum-tolerated Wegovy to Foundayo maintained all but 0.9 kg of their previous weight loss after one year, while patients switching from maximum-dose Zepbound to Foundayo maintained all but 5.0 kg. That suggests Foundayo could serve as a maintenance or lower-burden treatment within Lilly's broader obesity portfolio, increasing lifetime value per patient rather than limiting the opportunity to new prescriptions.
#weight
The timing is strategically important for Lilly because Foundayo was only launched in the U.S. in April 2026. The drug starts at $149 per month for self-pay patients and can cost as little as $25 for eligible commercially insured patients, while Medicare beneficiaries can access it through the GLP-1 Bridge program at $50 per month. Lilly's SEC filing says Mounjaro and Zepbound already represented 65% of its revenue in the first six months of 2026, highlighting both the importance of the incretin franchise and the opportunity for Foundayo to broaden Lilly's cardiometabolic revenue base.
The strongest bullish implication is that Foundayo appears to be overcoming the biggest behavioral barrier in obesity treatment: patients' preference for an oral medicine over an injection. Capturing more than 30% of new oral patients only months after launch suggests Eli Lilly and Company (NYSE:LLY) is establishing meaningful competitive positioning before the oral GLP-1 market fully scales. Foundayo's formulation also has a practical advantage because it can be taken at any time of day without food or water restrictions, while Lilly's clinical data showed an average 27.3-pound, or 12.4%, weight reduction at the highest dose among patients who remained on treatment in ATTAIN-1.
The commercial opportunity could become considerably larger if Foundayo gains indications beyond obesity. Lilly reported that in the ACHIEVE-3 trial, Foundayo produced a 57.1% greater relative reduction in A1C and a 73.6% greater relative reduction in body weight compared with oral semaglutide 14 mg. Lilly submitted Foundayo for type 2 diabetes in the U.S., EU, and ***** an, potentially expanding the addressable market beyond weight management.
The early oral-market traction also complements Eli Lilly and Company (NYSE:LLY)'s existing injectable franchise rather than simply cannibalizing it. A Lilly trial found that patients switching from maximum-tolerated Wegovy to Foundayo maintained all but 0.9 kg of their previous weight loss after one year, while patients switching from maximum-dose Zepbound to Foundayo maintained all but 5.0 kg. That suggests Foundayo could serve as a maintenance or lower-burden treatment within Lilly's broader obesity portfolio, increasing lifetime value per patient rather than limiting the opportunity to new prescriptions.
#weight
1 month ago
Novo Nordisk A/S (NYSE:NVO)'s decision to rebrand its day-to-day identity as "Novo" and launch a cultural reset is primarily a strategic response to the company's loss of momentum in the obesity-drug market, rather than a financial restructuring in itself. Reuters reports that the company is trying to regain competitiveness as pressure from Eli Lilly intensifies. The move comes as Novo prepares to unveil new strategic ambitions at its September 21 Capital Markets Day, making the cultural reset potentially important if it leads to faster decision-making, stronger commercial execution and a more aggressive R&D approach.
The underlying business still has substantial scale to protect. Novo generated DKK 309.1 billion of 2025 sales and DKK 127.7 billion of operating profit, while obesity-care sales rose 31% at constant exchange rates to DKK 82.3 billion. However, the company also spent around DKK 8 billion on its transformation in 2025, and its diabetes value-market share fell 3.6 percentage points to 30.1%. The reset therefore comes at a critical point: Novo remains the global obesity-market leader, with a 59.6% branded-volume share in 2025, but Lilly is rapidly narrowing the competitive gap.
A successful cultural reset could improve Novo Nordisk A/S (NYSE:NVO)'s execution at a time when the company needs to convert its scientific and commercial ***** ets into faster growth. Reuters reported that CEO Mike Doustdar is already seeking to accelerate R&D and streamline decision-making following investor concerns about the pipeline and competition from Lilly. If the reorganization reduces internal bureaucracy and improves the speed of clinical, regulatory and commercial decisions, it could help Novo extract more value from its existing obesity portfolio while advancing next-generation treatments before the semaglutide patent cliff expected early next decade.
The company also has ***** ets that give a cultural and operational reset something concrete to build around. Wegovy was available in 52 countries by the end of 2025, while the company's higher-dose Wegovy achieved 20.7% weight loss in Phase 3 studies and its oral Wegovy achieved 16.6% weight loss. More recently, Wegovy received approval in China for MASH, expanding its potential beyond weight management and cardiovascular benefits into another large metabolic-disease market. If Novo Nordisk A/S (NYSE:NVO) can combine these products with better execution, the reset could support higher patient volumes and extend the commercial life of its GLP-1 franchise, helping defend revenue and cash flow despite pricing pressure.
#cultural #company #lilly
The underlying business still has substantial scale to protect. Novo generated DKK 309.1 billion of 2025 sales and DKK 127.7 billion of operating profit, while obesity-care sales rose 31% at constant exchange rates to DKK 82.3 billion. However, the company also spent around DKK 8 billion on its transformation in 2025, and its diabetes value-market share fell 3.6 percentage points to 30.1%. The reset therefore comes at a critical point: Novo remains the global obesity-market leader, with a 59.6% branded-volume share in 2025, but Lilly is rapidly narrowing the competitive gap.
A successful cultural reset could improve Novo Nordisk A/S (NYSE:NVO)'s execution at a time when the company needs to convert its scientific and commercial ***** ets into faster growth. Reuters reported that CEO Mike Doustdar is already seeking to accelerate R&D and streamline decision-making following investor concerns about the pipeline and competition from Lilly. If the reorganization reduces internal bureaucracy and improves the speed of clinical, regulatory and commercial decisions, it could help Novo extract more value from its existing obesity portfolio while advancing next-generation treatments before the semaglutide patent cliff expected early next decade.
The company also has ***** ets that give a cultural and operational reset something concrete to build around. Wegovy was available in 52 countries by the end of 2025, while the company's higher-dose Wegovy achieved 20.7% weight loss in Phase 3 studies and its oral Wegovy achieved 16.6% weight loss. More recently, Wegovy received approval in China for MASH, expanding its potential beyond weight management and cardiovascular benefits into another large metabolic-disease market. If Novo Nordisk A/S (NYSE:NVO) can combine these products with better execution, the reset could support higher patient volumes and extend the commercial life of its GLP-1 franchise, helping defend revenue and cash flow despite pricing pressure.
#cultural #company #lilly
1 month ago
Sept 14 - Novo Nordisk is changing its day-to-day name to 'Novo', and taking a new approach to company culture as it looks to claw back ground in the fierce obesity drug race, the Danish drugmaker said on Monday.
• Novo, which is slated to unveil details on its business strategy during a Capital Markets Day on September 21, will keep 'Novo Nordisk A/S' as its legal name.
• The company set out on Monday a new cultural strategy it called "The Novo Way", centred around four principles — customer obsession, competitiveness, clarity, and care and integrity.
• The move comes as it faces fierce competition from rival weight-loss drug maker Eli Lilly, investor pressure to deliver new blockbusters, and setbacks to its medicine pipeline.
• The company's Copenhagen shares are down nearly 15% this year, even as its oral GLP-1 outpaces Eli Lilly by hundreds of thousands of U.S. prescriptions per week, according to IQVIA data provided by an ****** yst.
#novo #company #fierce
• Novo, which is slated to unveil details on its business strategy during a Capital Markets Day on September 21, will keep 'Novo Nordisk A/S' as its legal name.
• The company set out on Monday a new cultural strategy it called "The Novo Way", centred around four principles — customer obsession, competitiveness, clarity, and care and integrity.
• The move comes as it faces fierce competition from rival weight-loss drug maker Eli Lilly, investor pressure to deliver new blockbusters, and setbacks to its medicine pipeline.
• The company's Copenhagen shares are down nearly 15% this year, even as its oral GLP-1 outpaces Eli Lilly by hundreds of thousands of U.S. prescriptions per week, according to IQVIA data provided by an ****** yst.
#novo #company #fierce
1 month ago
The death of Princess Astrid of Norway marks the end of an era in the country's history. After the passing of King Harald V of Norway on August 28, news of his sister's death was made public today, plunging the Nordic nation into deep sadness. Even so, the legacy of the woman who stood faithfully beside her brother in service to the Crown lives on with a truly legendary life story.
Princess Astrid of Norway owns one of the most solemn pieces of the dynasty (@ Antony Jones)
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Princess Astrid of Norway dies at 94, just two days after King Harald's funeral
Paola of Belgium turns 89: the most beautiful princess in Europe who shattered the myth of perfect marriages
#nordic
Princess Astrid of Norway owns one of the most solemn pieces of the dynasty (@ Antony Jones)
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Princess Astrid of Norway dies at 94, just two days after King Harald's funeral
Paola of Belgium turns 89: the most beautiful princess in Europe who shattered the myth of perfect marriages
#nordic
1 month ago
Marcus Rashford looked set for a permanent move to Barcelona. The outline was there, the numbers were manageable and his loan spell had gone well. Then Barcelona walked away and spent £69m on Anthony Gordon instead. That tells you everything about what they think they need.
Rashford, now 28, had done his part. After leaving Manchester United on loan following his breakdown in relationship with Ruben Amorim, he delivered 14 goals and 14 **** ists in Catalonia. That is solid production by any measure. He also forced his way back into Thomas Tuchel's England plans for the World Cup and capped his season by scoring in the win over Real Madrid that sealed La Liga.
Ordinarily, that would be enough to trigger a £26m purchase option. Barcelona decided otherwise.
The explanation from sporting director Deco was direct and, frankly, sensible. Barcelona were grateful for Rashford's contribution, but they wanted a different profile. In his words for RAC1, "We are extremely grateful to Rashford. He contributed a lot last season, but our idea of play is much more linked to Anthony.
Photo IMAGO
#Barcelona #anthony #manchester
Rashford, now 28, had done his part. After leaving Manchester United on loan following his breakdown in relationship with Ruben Amorim, he delivered 14 goals and 14 **** ists in Catalonia. That is solid production by any measure. He also forced his way back into Thomas Tuchel's England plans for the World Cup and capped his season by scoring in the win over Real Madrid that sealed La Liga.
Ordinarily, that would be enough to trigger a £26m purchase option. Barcelona decided otherwise.
The explanation from sporting director Deco was direct and, frankly, sensible. Barcelona were grateful for Rashford's contribution, but they wanted a different profile. In his words for RAC1, "We are extremely grateful to Rashford. He contributed a lot last season, but our idea of play is much more linked to Anthony.
Photo IMAGO
#Barcelona #anthony #manchester
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1 month ago
Sunderland will entertain ****** nal at the Stadium of Light on Saturday as they look to secure a good result at home in the Premier League. The Black Cats secured a 1-0 win over Hull City in the EFL Cup recently, so they would be full of confidence going into this game.
Regis Le Bris will set his players up in a 4-2-3-1 formation and is expected to make a handful of tweaks to his first team for this game. Therfore, Brian Brobbey will get a chance to lead the line for the Wearside club up top.
Robin Roefs will operate in goal for the Black Cats after conceding one goal in his last league outing. Kevin Danso will play alongside Dan Ballard at the centre of the Sunderland backline as they look to keep a solid shape at the back throughout the 90 minutes.
Nordi Mukiele will get a chance to impress as the right-back, while Reinildo Mandava looks to prove his worth on the other side as the left-back. Both of them will have to perform their defensive duties well before trying to offer support to their teammates up top.
Omar Alderete will offer cover for the defensive positions on the bench.
#game #goal
Regis Le Bris will set his players up in a 4-2-3-1 formation and is expected to make a handful of tweaks to his first team for this game. Therfore, Brian Brobbey will get a chance to lead the line for the Wearside club up top.
Robin Roefs will operate in goal for the Black Cats after conceding one goal in his last league outing. Kevin Danso will play alongside Dan Ballard at the centre of the Sunderland backline as they look to keep a solid shape at the back throughout the 90 minutes.
Nordi Mukiele will get a chance to impress as the right-back, while Reinildo Mandava looks to prove his worth on the other side as the left-back. Both of them will have to perform their defensive duties well before trying to offer support to their teammates up top.
Omar Alderete will offer cover for the defensive positions on the bench.
#game #goal
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1 month ago
Mondelēz International has substituted rigid polyethylene terephthalate (PET) trays with FSC-certified paper trays across its main cookie lines in Europe within the biscuits segment, according to a press release posted on My News Desk.
The switch applies to more than 115 products sold under eight brands. These include Cadbury, Chips Ahoy!, Freia, Lacta and Marabou.
These items are distributed in more than 25 European countries, including France, Germany, Ireland, the Nordic region, Poland, Spain and the UK.
The project covers approximately 28,000 tonnes of cookies made each year.
Mondelēz estimates the move will cut the use of virgin plastic by 2,200tpa, which is around 80% less than the previous tray format.
#mondel #chips #ahoy #lacta
The switch applies to more than 115 products sold under eight brands. These include Cadbury, Chips Ahoy!, Freia, Lacta and Marabou.
These items are distributed in more than 25 European countries, including France, Germany, Ireland, the Nordic region, Poland, Spain and the UK.
The project covers approximately 28,000 tonnes of cookies made each year.
Mondelēz estimates the move will cut the use of virgin plastic by 2,200tpa, which is around 80% less than the previous tray format.
#mondel #chips #ahoy #lacta
2 months ago
Jakob Ingebrigtsen admits he is "a long way" from the level that he expects. The maverick Norwegian made a dramatic return to racing at the European Championships in Birmingham, storming to 5,000m gold to banish skepticism surrounding his condition and his nerve to compete on the big stage following a 323-day absence after a debilitating Achilles injury.
Athletics is a star-driven sport and the 1,500m, among its most compelling events, alongside the women's 800m, depends on head-to-head duels when records, such as Josh Kerr's captivating tilt at the one mile mark in London, are not at stake.
The two great rivals, who were famously caught snoozing in Paris two years ago as Cole Hocker slipped up the inside of the rail to ***** gold, continue to bristle at each other's journeys away from the track.
Ingebrigtsen's command and control across 5,000m is mesmerising, but even if Kerr was merely provocative in his claim that "no one cares" about that event, the pure chaos of the 1,500m reigns and its former Nordic king knows all too well.
"I think a lot of people should be [disappointed in Kerr's absence from some championships]," Ingebrigtsen had remarked. "Because that is what championships are all about. It's not for us as athletes to choose almost where to participate. We have these championships for a reason, and that is for the best athletes to compete - that is the whole point.
#jakob
Athletics is a star-driven sport and the 1,500m, among its most compelling events, alongside the women's 800m, depends on head-to-head duels when records, such as Josh Kerr's captivating tilt at the one mile mark in London, are not at stake.
The two great rivals, who were famously caught snoozing in Paris two years ago as Cole Hocker slipped up the inside of the rail to ***** gold, continue to bristle at each other's journeys away from the track.
Ingebrigtsen's command and control across 5,000m is mesmerising, but even if Kerr was merely provocative in his claim that "no one cares" about that event, the pure chaos of the 1,500m reigns and its former Nordic king knows all too well.
"I think a lot of people should be [disappointed in Kerr's absence from some championships]," Ingebrigtsen had remarked. "Because that is what championships are all about. It's not for us as athletes to choose almost where to participate. We have these championships for a reason, and that is for the best athletes to compete - that is the whole point.
#jakob
2 months ago
By Will Dunham
Sept 1 (Reuters) - Scientists have made a possible breakthrough in the hunt for dark matter — observing hints of it during an experiment about a mile (1.6 km) underground in South Dakota — though they stopped short of saying they have finally detected this elusive cosmic component.
The researchers described a particle interaction documented at the Sanford Underground Research Facility — built in a former gold mine in the state's Black Hills region — that may have involved a hypothesized particle called a WIMP, short for "weakly interacting massive particle." This is one of the proposed candidates for being a dark matter particle.
Ordinary matter makes up stars, planets, people and everything else we can see. But it represents only about 15% of all the matter in the universe. The rest is thought to be dark matter, which does not emit or reflect light, making it invisible to the human eye and to telescopes. But scientists are confident dark matter exists because of its gravitational effects at galactic scales.
Particle physicist Sam Eriksen of the University of Bristol in England, lead author of a study describing the work, said it "could be the first hint of a dark matter observation."
#matter #sept
Sept 1 (Reuters) - Scientists have made a possible breakthrough in the hunt for dark matter — observing hints of it during an experiment about a mile (1.6 km) underground in South Dakota — though they stopped short of saying they have finally detected this elusive cosmic component.
The researchers described a particle interaction documented at the Sanford Underground Research Facility — built in a former gold mine in the state's Black Hills region — that may have involved a hypothesized particle called a WIMP, short for "weakly interacting massive particle." This is one of the proposed candidates for being a dark matter particle.
Ordinary matter makes up stars, planets, people and everything else we can see. But it represents only about 15% of all the matter in the universe. The rest is thought to be dark matter, which does not emit or reflect light, making it invisible to the human eye and to telescopes. But scientists are confident dark matter exists because of its gravitational effects at galactic scales.
Particle physicist Sam Eriksen of the University of Bristol in England, lead author of a study describing the work, said it "could be the first hint of a dark matter observation."
#matter #sept
2 months ago
Nordi Mukiele was simply incredible.
I'm not sure if I just haven't seen him at centre half for a while and forgot that that's what he always does, but he didn't give Fulham a sniff.
Strong, fast, incisive and an incredible leader…it's great to see him back in arguably his best position (he's just great everywhere).
A rare criticism that I think could've been levelled at the lads last week was their overall application.
It's hard to say whether it was tiredness or attitude, but I'm happy to say that this wasn't the case yesterday.
#mukiele #strong #simply #sure
I'm not sure if I just haven't seen him at centre half for a while and forgot that that's what he always does, but he didn't give Fulham a sniff.
Strong, fast, incisive and an incredible leader…it's great to see him back in arguably his best position (he's just great everywhere).
A rare criticism that I think could've been levelled at the lads last week was their overall application.
It's hard to say whether it was tiredness or attitude, but I'm happy to say that this wasn't the case yesterday.
#mukiele #strong #simply #sure
2 months ago
LLY posted 48% revenue growth and controls 6 in 10 U.S. obesity prescriptions, while NVO cut 12,000 employees and saw gross margins fall to 78%.
Retatrutide hit Phase 3 endpoints with weight loss approaching bariatric surgery levels, with Lilly targeting a U.S. BLA submission in Q1 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn't make the cut. Grab the names FREE today.
Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) both reported Q2 2026 results in early August, and the split screen was jarring.
Lilly delivered 48% revenue growth and raised guidance. Novo defended a shrinking U.S. business with price cuts, layoffs, and a fresh round of pipeline impairments. Same week, same category, opposite momentum.
#lilly #NYSE #same #NVIDIA
Retatrutide hit Phase 3 endpoints with weight loss approaching bariatric surgery levels, with Lilly targeting a U.S. BLA submission in Q1 2027.
Act now: the ***** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Eli Lilly didn't make the cut. Grab the names FREE today.
Eli Lilly (NYSE:LLY) and Novo Nordisk (NYSE:NVO) both reported Q2 2026 results in early August, and the split screen was jarring.
Lilly delivered 48% revenue growth and raised guidance. Novo defended a shrinking U.S. business with price cuts, layoffs, and a fresh round of pipeline impairments. Same week, same category, opposite momentum.
#lilly #NYSE #same #NVIDIA
2 months ago
By Amina Niasse
NEW YORK, Aug 25 (Reuters) - About 14% of employers in the United States have already or plan to drop GLP-1 drugs in 2027, as companies see rising healthcare costs, according to a survey released on Tuesday by the Business Group on Health.
Healthcare costs are set to increase 9.2% if employers do not make changes to manage costs in 2027, up from 8.5% in 2026, the group said. Two-thirds of employers surveyed said they saw rising utilization of the drugs.
GLP-1 weight-loss drugs, such as Novo Nordisk's Wegovy and Eli Lilly's Zepbound and Foundayo, help people lose weight by mimicking a hormone that keeps the stomach feeling full. Zepbound and Wegovy cost $499 and $1,349.02, respectively, per month according to list prices on manufacturer websites.
"This represents an unfortunate new reality for employers, who now face growing difficulty in budgeting and forecasting," said Ellen Kelsay, president of the Business Group on Health. "It's a call to take a more disruptive approach and rethink how to deliver value and improved health outcomes."
#group #drugs
NEW YORK, Aug 25 (Reuters) - About 14% of employers in the United States have already or plan to drop GLP-1 drugs in 2027, as companies see rising healthcare costs, according to a survey released on Tuesday by the Business Group on Health.
Healthcare costs are set to increase 9.2% if employers do not make changes to manage costs in 2027, up from 8.5% in 2026, the group said. Two-thirds of employers surveyed said they saw rising utilization of the drugs.
GLP-1 weight-loss drugs, such as Novo Nordisk's Wegovy and Eli Lilly's Zepbound and Foundayo, help people lose weight by mimicking a hormone that keeps the stomach feeling full. Zepbound and Wegovy cost $499 and $1,349.02, respectively, per month according to list prices on manufacturer websites.
"This represents an unfortunate new reality for employers, who now face growing difficulty in budgeting and forecasting," said Ellen Kelsay, president of the Business Group on Health. "It's a call to take a more disruptive approach and rethink how to deliver value and improved health outcomes."
#group #drugs
2 months ago
The Utah Talons won their second straight Athletes Unlimited Softball League ***** le in late July.
Never heard of the Talons? Didn't know the state had a professional softball team?
Sports Business Journal noticed. The Talons are one of the reasons that Salt Lake City rocketed up the publication's 2026 list of Best Sports Business Cities, going from 44th in its 2023 ranking to 12th this year.
Perhaps the biggest reason Utah's capital made such a big jump is the arrival of the Utah Mammoth in 2024. The NHL club quickly established itself as a mainstay alongside the Utah Jazz.
Also in less than three years, the state added the pro women's volleyball team LOVB Salt Lake and the U.S. Biathlon ***** ociation relocated from Maine to the Soldier Hollow Nordic Center in Midway.
#state
Never heard of the Talons? Didn't know the state had a professional softball team?
Sports Business Journal noticed. The Talons are one of the reasons that Salt Lake City rocketed up the publication's 2026 list of Best Sports Business Cities, going from 44th in its 2023 ranking to 12th this year.
Perhaps the biggest reason Utah's capital made such a big jump is the arrival of the Utah Mammoth in 2024. The NHL club quickly established itself as a mainstay alongside the Utah Jazz.
Also in less than three years, the state added the pro women's volleyball team LOVB Salt Lake and the U.S. Biathlon ***** ociation relocated from Maine to the Soldier Hollow Nordic Center in Midway.
#state
2 months ago
STOCKHOLM (AP) — Six Nordic national soccer **** ociations piled more pressure on embattled FIFA President Gianni Infantino on Sunday by saying they had "lost confidence" in his leadership.
The **** ociations from Sweden, Norway, Finland, Denmark, Iceland and the Faeroe Islands issued a joint statement to say they "view the organization's governance and decision-making at the highest level with great concern."
The **** ociations said they stand united with European soccer governing body UEFA and support the measures it has already proposed.
"We expect FIFA to provide binding guarantees that the organization's governance or competitions will never again be opened up to private ownership," the **** ociations said.
Infantino faces pressure to resign after his plans to sell future World Cup profits to private investors triggered a backlash and criticism from UEFA, the Asian Football Confederation and CONCACAF, the governing body for North and Central American and Caribbean soccer.
#associations #uefa #governing #private
The **** ociations from Sweden, Norway, Finland, Denmark, Iceland and the Faeroe Islands issued a joint statement to say they "view the organization's governance and decision-making at the highest level with great concern."
The **** ociations said they stand united with European soccer governing body UEFA and support the measures it has already proposed.
"We expect FIFA to provide binding guarantees that the organization's governance or competitions will never again be opened up to private ownership," the **** ociations said.
Infantino faces pressure to resign after his plans to sell future World Cup profits to private investors triggered a backlash and criticism from UEFA, the Asian Football Confederation and CONCACAF, the governing body for North and Central American and Caribbean soccer.
#associations #uefa #governing #private
2 months ago
Drugmaker Bristol-Myers Squibb Company (NYSE:BMY) is putting real money behind its confidence in American manufacturing. On August 10, the company said it will spend about $2.3 billion on a new plant in Houston, part of a larger $40 billion U.S. investment pledge.
On the very same day, British regulators cleared Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo for both weight management and type 2 diabetes, making the UK the first country in Europe to approve the drug.
Bristol-Myers Squibb Company (NYSE:BMY)'s new Houston campus, roughly 600,000 square feet, will churn out everything from small-molecule medicines to more complex biologics and antibody-drug conjugates. It is expected to create close to 500 skilled jobs and about 2,000 construction jobs between 2027 and 2030. CEO Christopher Boerner framed it as a vote of confidence in America's biopharma future. The timing lines up with a broader industry trend: drugmakers from Lilly to Johnson & Johnson to Pfizer are all racing to build more in the U.S. as tariff pressure from the Trump administration ramps up.
Eli Lilly took the opposite direction this week, expanding outward instead of inward. Foundayo's UK approval opens a major new market, even though the pill isn't covered by the National Health Service yet and still trails Novo Nordisk's Wegovy pill there.
So which strategy actually serves shareholders better, building strength at home or chasing growth abroad?
#NYSE #myers #squibb #confidence
On the very same day, British regulators cleared Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo for both weight management and type 2 diabetes, making the UK the first country in Europe to approve the drug.
Bristol-Myers Squibb Company (NYSE:BMY)'s new Houston campus, roughly 600,000 square feet, will churn out everything from small-molecule medicines to more complex biologics and antibody-drug conjugates. It is expected to create close to 500 skilled jobs and about 2,000 construction jobs between 2027 and 2030. CEO Christopher Boerner framed it as a vote of confidence in America's biopharma future. The timing lines up with a broader industry trend: drugmakers from Lilly to Johnson & Johnson to Pfizer are all racing to build more in the U.S. as tariff pressure from the Trump administration ramps up.
Eli Lilly took the opposite direction this week, expanding outward instead of inward. Foundayo's UK approval opens a major new market, even though the pill isn't covered by the National Health Service yet and still trails Novo Nordisk's Wegovy pill there.
So which strategy actually serves shareholders better, building strength at home or chasing growth abroad?
#NYSE #myers #squibb #confidence
2 months ago
VivoPower PLC (NASDAQ:VIVO, FRA:51J) has fully retired the $28.8 million in shareholder debt it owed to AWN Holdings, eliminating the last of its principal obligation to the entity and sharpening its credit profile ahead of a planned AI data center buildout in Norway, according to a new ****** yst note from ****** le Capital Markets.
Of the total, $16.5 million was converted under the company's second PIPE offering, while the remaining $12.3 million was repaid in cash.
Analysts at ****** le said the move removes the ****** ociated interest expense and materially improves VivoPower's credit quality as it advances the Mo i Rana AI data center conversion.
The debt retirement follows a $50 million PIPE priced at $7.50 per share on July 29, led by Blue Sky Capital alongside Nordic, EU and GCC institutional and family-office investors. Proceeds from the raise are earmarked for the Mo i Rana project and further debt reduction.
VivoPower's board has also approved separating the company's 2.2GW non-Nordic portfolio, spanning the UAE, Oman, Saudi Arabia, Malaysia and the Philippines, into an independently listed and capitalized platform on the London Stock Exchange and Abu Dhabi Securities Exchange. ****** le said the restructuring moves the portfolio's capital expenditure off VivoPower's balance sheet while the company retains de facto control, leaving a Nordic-focused AI infrastructure business.
#noble #rana #data
Of the total, $16.5 million was converted under the company's second PIPE offering, while the remaining $12.3 million was repaid in cash.
Analysts at ****** le said the move removes the ****** ociated interest expense and materially improves VivoPower's credit quality as it advances the Mo i Rana AI data center conversion.
The debt retirement follows a $50 million PIPE priced at $7.50 per share on July 29, led by Blue Sky Capital alongside Nordic, EU and GCC institutional and family-office investors. Proceeds from the raise are earmarked for the Mo i Rana project and further debt reduction.
VivoPower's board has also approved separating the company's 2.2GW non-Nordic portfolio, spanning the UAE, Oman, Saudi Arabia, Malaysia and the Philippines, into an independently listed and capitalized platform on the London Stock Exchange and Abu Dhabi Securities Exchange. ****** le said the restructuring moves the portfolio's capital expenditure off VivoPower's balance sheet while the company retains de facto control, leaving a Nordic-focused AI infrastructure business.
#noble #rana #data
2 months ago
On August 10, Eli Lilly and Company (NYSE:LLY)'s weight-loss pill Foundayo won approval in the UK, becoming the first country in Europe to clear the drug for both weight management and type 2 diabetes. It's only the second GLP-1 pill approved in Europe, arriving two months after Novo Nordisk A/S (NYSE:NVO)'s Wegovy pill got its own UK approval in June.
Novo already has a head start in the European pill market and in patient numbers worldwide. Lilly is betting that a pill with no food restrictions can close that gap.
That raises the real question: can Lilly's convenience edge actually win over doctors and patients fast enough to catch up, or does Novo Nordisk A/S (NYSE:NVO)'s lead already look too big to close?
Foundayo can be taken at any time of day without food or water restrictions, unlike the Wegovy pill, which must be taken on an empty stomach with a 30-minute wait before eating. Lilly said the drug will launch in the UK later this month through private prescription, priced below Mounjaro's roughly £330 monthly list price. Foundayo already brought in $98 million in US sales last quarter. Eli Lilly and Company (NYSE:LLY)'s overall 2026 revenue guidance now sits at $85 billion to $87 billion, up from its earlier forecast, due to strong demand for its weight-loss and diabetes drugs.
Foundayo's uptake has been much slower than that of the Wegovy pills in the US, something Eli Lilly and Company (NYSE:LLY) CEO David Ricks has said reflects the time it takes for a brand-new medicine to build trust with doctors and patients. NHS access in the UK isn't automatic either, since it depends on a coming cost-effectiveness review. That means most early UK patients will have to pay privately. Foundayo is also still under review in the European Union, while the Wegovy pill has already secured a positive recommendation there.
#pill #wegovy
Novo already has a head start in the European pill market and in patient numbers worldwide. Lilly is betting that a pill with no food restrictions can close that gap.
That raises the real question: can Lilly's convenience edge actually win over doctors and patients fast enough to catch up, or does Novo Nordisk A/S (NYSE:NVO)'s lead already look too big to close?
Foundayo can be taken at any time of day without food or water restrictions, unlike the Wegovy pill, which must be taken on an empty stomach with a 30-minute wait before eating. Lilly said the drug will launch in the UK later this month through private prescription, priced below Mounjaro's roughly £330 monthly list price. Foundayo already brought in $98 million in US sales last quarter. Eli Lilly and Company (NYSE:LLY)'s overall 2026 revenue guidance now sits at $85 billion to $87 billion, up from its earlier forecast, due to strong demand for its weight-loss and diabetes drugs.
Foundayo's uptake has been much slower than that of the Wegovy pills in the US, something Eli Lilly and Company (NYSE:LLY) CEO David Ricks has said reflects the time it takes for a brand-new medicine to build trust with doctors and patients. NHS access in the UK isn't automatic either, since it depends on a coming cost-effectiveness review. That means most early UK patients will have to pay privately. Foundayo is also still under review in the European Union, while the Wegovy pill has already secured a positive recommendation there.
#pill #wegovy
2 months ago
US apparel retailer Gap has agreed a partnership with Iconic Brands Nordic to grow its presence across the Nordic and Baltic markets.
The rollout is set to take place in three stages.
It will start with Gap launching on Boozt in Sweden, Denmark, Norway and Finland this month.
This will be followed by the opening of Gap sections within Stockmann department stores in Finland, Estonia and Latvia.
The third stage will see Gap open its first standalone store and e-commerce site in Estonia in September.
#nordic #finland #baltic #Sweden
The rollout is set to take place in three stages.
It will start with Gap launching on Boozt in Sweden, Denmark, Norway and Finland this month.
This will be followed by the opening of Gap sections within Stockmann department stores in Finland, Estonia and Latvia.
The third stage will see Gap open its first standalone store and e-commerce site in Estonia in September.
#nordic #finland #baltic #Sweden
2 months ago
Eli Lilly and Company (NYSE:LLY) cleared a notable regulatory hurdle on August 10, when Britain's drug regulator authorized the company's oral GLP-1 drug orforglipron, becoming the first country in Europe to approve the pill. Shares of LLY increased more than 2% in response to the announcement, a modest but insightful reaction for a company whose weight-loss franchise has become the single most important driver of its market value.
The UK's Medicines and Healthcare Products Regulatory Agency approved orforglipron, offered under the brand name Foundayo, for weight loss and maintenance in obese adults, as well as select overweight individuals with at least one weight-related health condition. The approval also addresses increasing blood sugar control in people with type 2 diabetes.
What sets Foundayo apart from Lilly's other weight-loss medications, as well as the majority of the GLP-1 category in general, is the format. Unlike injectable drugs like Lilly's Zepbound or Novo Nordisk A/S (NYSE:NVO)'s Ozempic, Foundayo is a small, non-peptide GLP-1 receptor agonist that is taken as a single daily tablet. It can also be taken at any time with no food or water restrictions, making it a far more convenient regimen than some oral peptide alternatives that require fasting windows around dosing.
The clinical data that supports the approval is strong. In the ATTAIN-1 trial, which tracked 3,127 individuals with obesity for 72 weeks, participants on the 36 mg dose lost an average of 11.2% of their body weight, as opposed to 2.1% on placebo, and more than half of those on that dose lost at least 10%.
The authorization is crucial, but it is not the final step. Foundayo is not currently available through the NHS in the UK, and the drug's journey to that larger market is through the National Institute for Health and Care Excellence, which is completing its own cost-effectiveness study, with a decision expected on November 18. Until NICE decides, UK patients seeking the medicine will have to pay out of pocket or get it privately, a scenario that is already playing out with competing products in the category.
#foundayo #loss #NYSE #regulatory
The UK's Medicines and Healthcare Products Regulatory Agency approved orforglipron, offered under the brand name Foundayo, for weight loss and maintenance in obese adults, as well as select overweight individuals with at least one weight-related health condition. The approval also addresses increasing blood sugar control in people with type 2 diabetes.
What sets Foundayo apart from Lilly's other weight-loss medications, as well as the majority of the GLP-1 category in general, is the format. Unlike injectable drugs like Lilly's Zepbound or Novo Nordisk A/S (NYSE:NVO)'s Ozempic, Foundayo is a small, non-peptide GLP-1 receptor agonist that is taken as a single daily tablet. It can also be taken at any time with no food or water restrictions, making it a far more convenient regimen than some oral peptide alternatives that require fasting windows around dosing.
The clinical data that supports the approval is strong. In the ATTAIN-1 trial, which tracked 3,127 individuals with obesity for 72 weeks, participants on the 36 mg dose lost an average of 11.2% of their body weight, as opposed to 2.1% on placebo, and more than half of those on that dose lost at least 10%.
The authorization is crucial, but it is not the final step. Foundayo is not currently available through the NHS in the UK, and the drug's journey to that larger market is through the National Institute for Health and Care Excellence, which is completing its own cost-effectiveness study, with a decision expected on November 18. Until NICE decides, UK patients seeking the medicine will have to pay out of pocket or get it privately, a scenario that is already playing out with competing products in the category.
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2 months ago
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Achieved record revenue and EBITDA by leveraging a business model where profitability increases as programs mature and upfront onboarding costs are spread across a larger recurring revenue base.
Operational efficiency improved through the consolidation of European logistics into a Romanian hub and bringing IT and customer support responsibilities in-house from subcontractors.
The U.S. market is delivering higher margins due to a centralized cloud-based infrastructure and a standardized operating model compared to more complex, decentralized European national programs.
Success in displacing long-term incumbents of 20 to 25 years in Nordic markets validates the technical superiority and reliability of the proprietary Pure Security platform.
#ebitda #operational
Achieved record revenue and EBITDA by leveraging a business model where profitability increases as programs mature and upfront onboarding costs are spread across a larger recurring revenue base.
Operational efficiency improved through the consolidation of European logistics into a Romanian hub and bringing IT and customer support responsibilities in-house from subcontractors.
The U.S. market is delivering higher margins due to a centralized cloud-based infrastructure and a standardized operating model compared to more complex, decentralized European national programs.
Success in displacing long-term incumbents of 20 to 25 years in Nordic markets validates the technical superiority and reliability of the proprietary Pure Security platform.
#ebitda #operational