Eli Lilly, Dell Among Stocks To Watch As Market Leadership Shifts
As AI-related stocks weaken, investors are rotating into other sectors, such as energy and health care.
As AI-related stocks weaken, investors are rotating into other sectors, such as energy and health care.
Eli Lilly (NYSE:LLY | LLY Price Prediction) has accelerated despite its $1 trillion scale.
Eli Lilly's retatrutide meets the primary endpoint in the phase III TRIUMPH-2 & TRIUMPH-3 studies, supporting planned regulatory submissions for obesity in 2027.
The legal battle between Novo Nordisk and Eli Lilly is escalating, but analysts are more focused on developments in the lab.
Friday's preliminary injunction request escalates legal proceedings initiated earlier this week.
Novo Nordisk said on Friday it is seeking a preliminary U.S. court injunction to immediately block obesity and diabetes drug advertisements by Eli Lilly , in a further escalation of the rivalry between the two groups.
There are plenty of reasons to love these companies.
Eli Lilly & Co.'s next-generation weight-loss shot retatrutide didn't increase overall heart risk in a new study, helping dispel concerns over its potential. The company plans to file for US Food and Drug Administration approval early next year, later than investors hoped, due to the complexity of the approval pathway.
Eli Lilly said Thursday it will delay filing for FDA approval of its next-gen weight-loss drug, retatrutide, until the first quarter.
Analysts have suggested retatrutide could become a blockbuster weight loss drug if approved. In January, TD Cowen analysts estimated retatrutide could generate $3.8 billion in sales in 2030, while GlobalData forecasts sales of $15.6 billion by 2031.
FBT surged 51.6% in one year but carries higher risk and costs. VHT offers broader diversification at a fraction of the expense ratio.
Eli Lilly is preparing application materials for its next-generation weight-loss drug, retatrutide, following data from two Phase 3 trials showing the treatment delivered substantial results.
Eli Lilly on Thursday said two more Phase 3 trials of its experimental obesity drug retatrutide showed positive results and it plans to submit an application to the U.S. Food and Drug Administration in the first quarter of next year.
Eli Lilly said it will file for approval of its next-generation obesity drug, retatrutide, in the first quarter of 2027, as it succeeds in two more late-stage trials. The drug delivered significant weight loss and improvements in a key measure of blood sugar levels in adults with obesity and either Type 2 diabetes or established cardiovascular disease.
In TRIUMPH-2, adults with obesity or overweight and type 2 diabetes, a population with increased difficulties losing weight, lost up to an average of 49.6 lbs (20.8%) at 80 weeks In TRIUMPH-3, adults with severe obesity and established cardiovascular disease, with or without type 2 diabetes, lost up to an average of 55.8 lbs (22.6%) at 80 weeks Lilly plans to submit a Biologics License Application (BLA) for retatrutide to FDA in Q1 2027 INDIANAPOLIS, July 23, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY), the maker of Zepbound (tirzepatide) and Foundayo (orforglipron), today announced positive topline results from TRIUMPH-2 and TRIUMPH-3, two pivotal Phase 3 trials evaluating retatrutide, an investigational, first-in-class GIP, GLP-1, and glucagon triple hormone receptor agonist. In both studies, retatrutide met the primary endpoint, delivering substantial weight loss in adults with obesity and some of its most serious complications: type 2 diabetes and established cardiovascular disease.
Seagate Technology shares continued to advance as demand for high-capacity storage tied to AI data-center buildouts supported further positive earnings revisions. On balance, the Fund's artificial intelligence positioning was a net positive contributor to relative performance during the quarter. We added the Humana position on the view that earnings are at a cyclical trough, with MA margins currently depressed, in some cases negative, as elevated medical cost trends have outpaced premium growth across the industry.
The polite duopoly running the modern weight-loss drug boom just filed for divorce, and the market voted before the ink dried.
INDIANAPOLIS, July 22, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) will announce its second-quarter 2026 financial results on August 5, 2026. Lilly will also conduct a conference call that day with the investment community and media to further detail the company's financial performance.
PINK has stronger one-year and three-year returns, while IXJ offers lower costs and a higher dividend yield.
President Donald Trump has announced that all generic drugs imported into the United States would continue to enjoy a zero-percent tariff for another two years, sending major drug stocks up.