Eli Lilly & Co

Foundayo significantly reduced apnea-hypopnea index (AHI) and hypoxic burden versus placebo in two late-stage studies of adults with obesity or overweight, with non-PAP patients seeing an average reduction of 21.1 AHI events per hour versus 4.8 for placebo and a 43.8% overall AHI decrease. Lilly plans to file for U.S. approval by year-end for a daily pill to treat moderate-to-severe obstructive sleep apnea. The drug also produced roughly 11% average weight loss at 52 weeks and lowered an inflammation marker; common side effects were gastrointestinal and led to higher discontinuation rates versus placebo. » More on cnbc.com

Eli Lilly surprised with strong quarterly results and raised its full-year guidance. Growth is currently being driven by Mounjaro and Zepbound, while Retatrutide, Foundayo and EloraTZP are advancing in clinical trials and could provide substantial additional revenue if approved. The company is also expanding production capacity in Texas and Virginia to meet demand. The pipeline’s progress and recently released data support the outlook for continued growth. » More on deraktionaer.de

Healthcare stocks have strongly recovered since April and are now trading at higher valuations than the broader market, after the sector traded at about a 25% discount a year ago. The rotation is seen mainly as a contrarian bet against the AI boom, with investors pulling money from tech ETFs into pharma and medical names; Johnson & Johnson and Eli Lilly account for a large share of the premium. Whether the higher valuation holds depends, analysts say, on whether medical innovation builds confidence, political risks remain muted, and large companies like Eli Lilly meet high expectations in their quarterly results. Today's quarterly report and Eli Lilly's conference call are seen as a key test of the sustainability of the healthcare rally. » More on finanzen.net

Eli Lilly reported third-quarter revenue of $24.4 billion (+39% y/y) and adjusted EPS of $7.48, both above consensus, driven by strong Mounjaro and Zepbound sales. Management raised full-year revenue guidance to $91–$92 billion and the outlet raised its price target to $1,500, citing sustained volume growth that offsets lower realized prices. Foundayo pill sales lagged estimates, but executives highlighted large market expansion potential and progress on next-generation obesity and diabetes candidates. » More on cnbc.com

Eli Lilly raised its sales forecast for the current year to $91–92 billion after posting $24.4 billion in third-quarter sales (+39% year-on-year), driven by Zepbound and Mounjaro. Net income rose to about $6.5 billion, and adjusted earnings per share were $7.48 (+7%). For 2026, Lilly lowered its adjusted EPS target to $35–36. The stock jumped sharply in pre-market trading. » More on finanzen.net