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EXPLAINED: 3 | Vintage Vibes

Hims & Hers Bets Big on GLP-1 Drugs, But Investors Want Profits Now

Hims & Hers delivered a sharp earnings miss as GLP-1 and international expansion costs surged. Investors now face a classic tradeoff between near-term margins and long-term growth.

Barchart

Dr. Reddy's Laboratories Q4 Earnings Call Highlights

Dr. Reddy's Laboratories (NYSE:RDY) reported what Chief Financial Officer M.V. Narasimham described as a resilient FY 2026 performance, with record annual revenue despite pressure from lower lenalidomide sales and several one-time charges during the fourth quarter. Narasimham said the company’s und

MarketBeat

Omeros Q1 Earnings Call Highlights

Omeros (NASDAQ:OMER) reported first-quarter 2026 net income of $56.1 million, or $0.78 per share, as the company began commercial sales of YARTEMLEA, its recently approved treatment for hematopoietic stem cell transplant-associated thrombotic microangiopathy, or TA-TMA. Chairman and Chief Executive

MarketBeat

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Novo Nordisk A/S Q1 Earnings Call Highlights

Novo Nordisk A/S (NYSE:NVO) said its first quarter of 2026 was marked by rapid uptake of its newly launched Wegovy pill in the U.S., continued expansion of its obesity franchise and a series of pipeline and regulatory milestones, even as adjusted sales declined because of lower realized prices. Chi

MarketBeat

Hims & Hers Stock Plunges After Q1 Miss: Is the GLP-1 Pivot Enough to Fuel a Recovery?

Hims & Hers Health posted a Q1 FY2026 double miss, with an EPS loss of $0.40 and revenue of $608.1 million, sending shares down more than 12% after hours.

MarketBeat

Mark Zuckerberg backed-Cellular Intelligence acquires Novo Nordisk's Parkinson's cell therapy

Last October, Novo Nordisk had shut down its cell therapy unit as part of a broader restructuring, discontinuing development ‌of ⁠the therapy.

The Economic Times

Novo Nordisk boosted as sales of Wegovy weight loss pills soar

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The Independent UK

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Wegovy maker Novo Nordisk boosted by successful weight loss pill launch

The launch in January came amid a battle in the market with Mounjaro manufacturer Eli Lilly.

Evening Standard

Novo Nordisk shares soar as sales of Wegovy weight loss pill smash forecasts

The launch in January came amid a battle in the market with Mounjaro manufacturer Eli Lilly

The Independent UK

Lilly's Double-Beat Widens the GLP-1 Gap—And a New Pill Could Make It Permanent

Eli Lilly's 2026 is off to a great start, with massive earnings and revenue beats and exciting updates about its latest GLP-1, Foundayo.

MarketBeat

Hershey's CEO Claims Ozempic Breath is Driving Massive Surge in Mint and Gum Sales Across the United States

Hershey's CEO attributes an 8% sales increase in Ice Breakers mints and gum to the side effects of GLP-1 weight-loss drugs, highlighting an unexpected revenue driver.

International Business Times UK

Trump team delays pilot program for Medicare to cover cost of ‘fat shot’

Without insurance or discounts, GLP-1 injectables can cost more than $1,000 per month

The Independent UK

3 Ways to Invest in the Growing GLP-1 Weight Loss Market

GLP-1 drugs are big business, and investors can win rewards by searching beyond the biggest names or diversifying via ETFs.

MarketBeat

What to know about OpenAI's new model for life sciences research GPT-Rosalind

The GPT-Rosalind model is designed to accelerate biological research and drug discovery.

Euronews

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The Independent UK

FDA asks drugmaker Eli Lilly for more safety information on its new GLP-1 weight loss pill

At the heart of the request is whether taking Foundayo - made with a new active ingredient called orforglipron - could be linked to liver, heart and gastrointestinal problems

The Independent UK

Wegovy maker announces partnership with OpenAI

IN FULL

The Independent UK

Wegovy maker and OpenAI partnering to speed up search for new drugs

The Danish drug manufacturer announced the partnership Tuesday, noting that the goal was to bring ‘new and better treatment options to patients faster’

Euronews

Novo Nordisk joins forces with OpenAI to fast-track drug research

Danish pharma company Novo Nordisk has announced a partnership with OpenAI to apply artificial intelligence across its drug development process.

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The Independent UK

Trump sets 100% tariffs on prescription drugs from companies that have not reached a deal with him to lower prices

The tariffs were announced on the anniversary of Trump’s ‘Liberation Day,’ which saw U.S. trading partners hit with sweeping levies

Barchart

Novo Nordisk Just Announced Wegovy Subscriptions. Does That Make NVO Stock a Buy?

Wegovy subscriptions may create interest, but there is a major threat looming for Novo Nordisk.

The Independent UK

Foundayo vs Zepbound: How Eli Lilly’s new weight loss pill compares to its injectable

IN FULL

The Independent UK

Diabetes advocates cross their fingers as a bipartisan bill revives efforts to lower insulin costs

A bipartisan group of senators is aiming to relieve high insulin costs for more Americans

The Guardian - US

US approves new oral weight-loss pill developed by Eli Lilly

Called Foundayo, the tablet becomes the second one to receive FDA’s green light after Novo Nordisk’s Wegovy

The Independent UK

Foundayo: All you need to know about the newly approved weight-loss pill

The FDA authorized Eli Lilly's drug as part of a new program aimed at cutting drug approval times

Evening Standard

NHS to roll out weight-loss jabs for patients at risk of repeat heart attacks

A weekly weight-loss injection could soon be offered on the NHS to help prevent heart attacks and strokes in high-risk patients

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