Eli Lilly (LLY) Expands GLP-1 Reach With PBM Coverage and LillyDirect Platform Additions
Eli Lilly secured full obesity portfolio coverage from all three major U.S. PBMs and added Sesame and WW Med+ to LillyDirect — here's what it means for LLY.
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Eli Lilly secured full obesity portfolio coverage from all three major U.S. PBMs and added Sesame and WW Med+ to LillyDirect — here's what it means for LLY.
UNH lifted its quarterly dividend to $2.32/share and earned a BofA upgrade to Buy — here's what both moves mean for UNH investors.
CVS Health's new tie-up with LillyDirect adds WeightWatchers' Med+ program to Lilly's platform — here's what it means for LLY's weight-loss market position.
Eli Lilly's non-metabolic portfolio grew 160% as management argues LLY is a multi-franchise pharma leader — here's what investors need to know.
Split analyst calls on MDT: BTIG upgrades to Buy with a $90 target while UBS trims its target to $85 — here's what it means for MDT investors.
Medtronic submitted 510(k) applications covering general surgery indications for its Hugo RAS system — here's what the FDA filing means for MDT investors.
$1.9B partnership with Ascidian brings gene-editing tech into Eli Lilly's pipeline. The deal signals pharma's growing bet on genetic therapies—here's what it means for LLY.
Medtronic beat Q4 FY2026 EPS and revenue estimates, with executives calling it the strongest top-line quarter in 10 years — here's what it means for MDT investors.
FDA approves AbbVie's pivekimab sunirine for blastic plasmacytoid dendritic cell neoplasm—a rare aggressive blood cancer with no standard therapy options.
CVS Caremark adds LLY's Zepbound and Foundayo to formulary, expanding access to millions of Americans—what it means for obesity drug sales.
Analysts revised LLY's fair value estimate to $1,211.03/share amid retatrutide Phase 3 data — here's what the evolving GLP-1 narrative means for investors.
Eli Lilly is spending $3.8B to acquire three vaccine developers — LimmaTech, Curevo, and a third — in a major pipeline expansion. What it means for LLY's growth outlook.
European Committee for Medicinal Products recommends approval of MAVIRET (glecaprevir/pibrentasvir) for acute hepatitis C infection treatment.
Eli Lilly announces Phase III trial results for oral GLP-1 treatment Foundayo, showing significant weight-loss benefits in elderly populations, expanding the company's weight-loss drug pipeline.
Eli Lilly acquires Engage Biologics for up to $202 million and reports Phase 3 obesity drug data showing 'meaningful' weight loss. Stock rose 1.31%.
Boston Scientific's coronary lithotripsy catheter met primary safety and effectiveness endpoints in pivotal FRACTURE IDE trial, clearing a key regulatory hurdle.
Boston Scientific's SEISMIQ 4CE coronary lithotripsy catheter achieved primary safety and effectiveness endpoints in the FRACTURE IDE trial, advancing its interventional cardiology portfolio.
Activist investor Elliott sees significant hidden value in Bio-Rad Laboratories, citing operational and strategic potential that markets may be underpricing.
Boston Scientific commits $1.5 billion investment in MiRus, a transcatheter heart valve maker, expanding its interventional cardiology portfolio.
Telehealth company plans convertible senior notes offering to fund international growth and accelerate AI-driven platform capabilities.
Biotech firm launches debt exchange offer to eliminate over $120 million in liabilities as part of restructuring plan.
Biogen progresses Phase 2 tau study targeting multiple Alzheimer's pathologies, highlighted by ADDF at research conference.
Karyopharm beat Q1 2026 revenue estimates, completed enrollment in its Phase 3 endometrial cancer trial, and landed a late-breaking ASCO oral presentation slot.
Immunic posted a Q1 2026 net loss of $32.6M as it continues funding its Phase 3 ENSURE trials. A new CMO appointment and strong analyst backing underpin the outlook.
STERIS stock surged on Tuesday, May 12, even after reporting Q4 results that fell short of consensus expectations.
Hims & Hers shares plummeted Tuesday after the telehealth provider reported a quarterly net loss and underwhelming earnings outlook.
STERIS beat EPS estimates in fiscal Q4 but shares declined 2.70% as investors weighed the results on Monday.
Hims & Hers Health gained on Monday amid strategic moves into AI-driven care and GLP-1 medications. Analysts remain broadly constructive despite a wide 52-week range.
Animal health leader craters as weak pet spending and demand deterioration force full-year outlook cut.
Gilead tops Q1 revenue estimates but stock falls as acquisition costs and revised loss guidance cloud the outlook.
Guardant Health crushes Q1 estimates and hikes full-year guidance as cancer screening revenue soars on FDA wins.
ENOV jumps nearly 10% on Q1 earnings beat and reaffirmed guidance, bouncing back from prior weakness.
DNA rises 2.4% after Q1 results and strategic divestiture, but company remains unprofitable with negative operating margins.
CytomX's Q1 revenue more than doubled consensus, though per-share loss exceeded guidance in preliminary results.
BridgeBio's Q1 revenue surge powered by Attruby sales beat estimates, though EPS missed—stock authorizes $500M buyback.
AMPH reported Q1 adjusted EPS of $0.42 vs. $0.72 expected. Net revenues came in at $171.2M as the stock fell ~10% after hours.
Consumer health stock rises 1.8% on earnings beat driven by margin growth, with pending Kimberly-Clark deal providing new catalyst.
Biotech stock slides 1.7% as Q1 revenue disappointed, though operating losses contracted as R&D spending moderated.
Gilead gained 2.11% as California's highest court signaled support for drugmakers' innovation rights in a closely-watched patent case.
Enovis posted $589M in Q1 sales and $0.89 adjusted EPS, topping estimates. Reconstructive segment led growth as the company reiterated its full-year outlook.
CRL posted Q1 EPS of $2.06 and revenue of $995.8M, topping Wall Street estimates. Full-year guidance was reaffirmed amid ongoing portfolio reshaping.
CVS Health surged 7.65% on Q1 earnings beat and full-year guidance raise, as the healthcare conglomerate demonstrates margin expansion and operational momentum.
Cencora missed Q2 estimates but raised annual guidance, yet stock fell 17.38% as investors fret over near-term margin pressure in healthcare distribution.
Arcutis Biotherapeutics posted strong ZORYVE revenue growth of 65% YoY in Q1 2026, though EPS of $(0.09) fell short of the $(0.06) consensus.
ADMA Biologics reported flat Q1 2026 revenue of $114.5M but delivered net income of $45.3M, while the FDA approved a pediatric label expansion for ASCENIV.
Biotech Geron shares rose 5% following first-quarter results and plans to present at investor conferences, signaling catalysts ahead.
Gene-editing biotech Editas beat EPS expectations but missed revenue targets, reflecting slower-than-expected commercial progress.
CVS Health delivered Q1 EPS above estimates and lifted 2026 guidance, driving shares higher despite broader market pressure.
Cencora posted Q2 FY2026 revenue of $78.4B, missing estimates, but raised its annual profit outlook on steady specialty medicine demand.
DVA gained 1.92% on Q1 beat and raised full-year guidance; dialysis demand remains resilient.
ADPT reported a Q1 2026 net loss of $20M, or $0.13 per share, as shares fell 4.97%. Revenue growth of 51% YoY underscores the company's commercial momentum.
Pet diagnostics leader IDEXX beat Q1 expectations and lifted full-year forecasts, signaling robust demand in veterinary care.
Dental distributor Henry Schein exceeded Q1 revenue expectations but reaffirmed annual guidance, suggesting base-case execution.
Stock plummets 7% after Q2 revenue beat offset by widening operating losses and negative per-share earnings.
AXSM surged 8.31% to $223.70, clearing its prior 52-week high, after Q1 2026 revenue of $191.2M topped estimates. Launch costs remain a near-term drag on profitability.
TWST beats Q2 revenue but posts larger operating loss; shares rise 3.34% despite continued unprofitability.
AXSM posted Q1 2026 revenue of $191.2M, up sharply year-over-year, but reported a net loss of $64.5M as commercial launch spending weighed on margins.
Shares jump 3% as stable pricing supports results while oral obesity medication gains early traction with physicians.
MRNA stock falls 1.24% as Q1 results show massive revenue decline and negative margins across the board.
MRNA edged up 0.48% after beating Q1 revenue expectations as international sales and renewed COVID vaccine demand offset domestic weakness.
DexCom delivered higher-than-expected Q1 EPS but disappointed on revenue and reaffirmed full-year guidance, triggering after-hours selling.
Cigna edged up slightly despite a 0.60% decline as Q1 earnings beat consensus on strong Evernorth performance, with management raising full-year profit guidance.
Cardinal Health shares dropped 4.9% after Q3 earnings beat on EPS, but revenue underperformed and forward guidance concerns weigh.
BIO rose to $280.12 following Q1 2026 results, with the in vitro diagnostics specialist posting solid profitability metrics.
BBIO rose 0.24% with three analysts raising or maintaining Buy ratings and price targets ranging from $100 to $106.
CytomX slipped 1.70% ahead of May 7 earnings announcement; biotech faces revenue collapse and mounting losses.
Cigna surged 2.60% after Q1 EPS beat and full-year guidance hike, driven by robust Evernorth healthcare services performance.
Stock gains on third-quarter earnings beat and raised full-year guidance, reversing earlier sales weakness.
Shares dip 1.15% despite EPS beat and revenue growth driven by key pipeline assets, with full-year outlook maintained.
Shares gain as three major analysts maintain buy ratings and raise price targets, citing Attruby's commercial promise.
Amgen shares slipped 0.46% as the FDA proposed withdrawing Tavneos approval. Q1 results are due imminently, with analyst consensus tilting toward Buy.
Biogen jumped 6% after delivering a strong Q1 with broad-based product sales growth, led by Alzheimer's disease franchises.
ALGN delivered a 12.8% EPS surprise in Q1 2026, with revenue up 6.2% YoY to $1.04B. Shares climbed over 5% in after-hours trading.
AbbVie lifted its 2026 EPS guidance to $14.28 after Q1 EPS of $2.65 and $15B in revenue topped estimates, driven by Skyrizi and Rinvoq strength.
Biogen shares rose 1.50% after beating Q1 revenue estimates, but management slashed full-year adjusted EPS guidance to $14.25–$15.25, signaling caution ahead.
AbbVie topped Q1 2026 EPS estimates and lifted its full-year profit outlook, driven by immunology and neuroscience portfolio growth.
Centene stock jumps 13.95% following Q1 results driven by strong revenue growth and positive Medicaid trends.
Incyte's strong Q1 earnings and robust pipeline position the biotech firm for accelerated growth ahead.
Centene surges 4.02% after smashing Q1 earnings targets and lifting 2026 EPS guidance, signaling strong Medicaid demand.
Merck retreats on valuation concerns despite attractive 11.35x forward P/E and 28% profit margins.
UHS rallies 2.96% after surpassing Q1 2026 earnings and revenue estimates; 42.7% earnings growth signals healthcare demand strength.
Eli Lilly strikes a $2.3B deal for Ajax Therapeutics, betting on myelofibrosis and polycythemia vera treatments.
HCA shares slide as lower seasonal volumes and unfavorable payer mix pressure first-quarter results and guidance.
J&J strengthens interventional cardiology with acquisition of Atraverse Medical, betting on ablation technology growth.
HIMS gains 8.56% after JPMorgan initiation; GLP-1 expansion and Lilly partnership signal inflection point.
BSX drops 5.51% post-earnings; valuation compression suggests margin pressure concerns despite Q1 beat.
HCA Healthcare posted Q1 2026 revenue of $19.11B and EPS of $7.15, but shares fell sharply as volume pressures weighed on sentiment.
Regeneron shares rose after announcing a White House drug pricing agreement and offering an innovative gene therapy at no cost.
BSX gains modestly after slashing guidance, as Wall Street recalibrates expectations and identifies valuation opportunity.
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