Latest Activity
Arm closed up 17.19% at $323, topping a session where four other priority names each added more than 12%. Declines stayed shallow: Novo Nordisk's 7.94% drop was the only one past 4%, with Exxon Mobil and Chevron down under 3%.
- ACNAccenture plc Class A Ordinary Shares (ACN)Buy$1K – $15KAug 26
- ACNAccenture plc Class A Ordinary Shares (ACN)Buy$1K – $15KAug 26
- GOOGAlphabet Inc. - Class C Capital Stock (GOOG)Partial sell$1K – $15KAug 20
- GOOGFidelity Roth IRA Alphabet Inc. - Class C Capital Stock (GOOG)Partial sell$1K – $15KAug 20
- AAPLApple Inc. - Common Stock (AAPL)Partial sell$1K – $15KAug 20
- JPMFidelity Roth IRA JP Morgan Chase & Co. Common Stock (JPM)Partial sell$1K – $15KAug 20
- JPMJP Morgan Chase & Co. Common Stock (JPM)Partial sell$1K – $15KAug 20
- LSYIXLord Abbett Short Duration High Yield I (LSYIX) bond fundBuy$1K – $15KAug 26
About as clear a risk-off tell as a House filing gives you: a sitting appropriator rotated out of megacap tech and a big bank in the same week. The filing shows trims of Alphabet, Apple and JPMorgan on Aug. 20, purchases of defensive names like McDonald's, PepsiCo and Novo Nordisk six days later, plus short duration high yield.
NVO Coverage
Blackstone Is Paying Up to $1.5 Billion for Pfizer’s Answer to Wegovy
Pfizer just convinced Wall Street's biggest private investor to shoulder its obesity bet, yet the payoff for shareholders may not come from the drug at all. The real story sits in who…
Hims & Hers Climbs 6% Despite Five States Joining FTC Suit; Eli Lilly Dips, Novo Nordisk Holds Steady
A partial rebound is under way at Hims & Hers (NYSE:HIMS), even as the company’s legal fight with federal regulators extends. Hims & Hers stock is at $20.34 in afternoon trading, up…
Hims & Hers Drops 18% as Q3 Loss and Profit Outlook Cut Disappoint; Novo Nordisk Slides 2%, Eli Lilly Holds Steady
A surprise quarterly loss and a weaker profit outlook are hitting Hims & Hers (NYSE:HIMS) hard. Hims & Hers stock was last at $18.77, down 18%. The slide compounds a rough stretch,…
Prediction: The Weight-Loss Drug Boom Could Be Just the Beginning for Lilly
Eli Lilly just crushed earnings and raised guidance, yet the most compelling part of its story has almost nothing to do with what already happened. The real question is whether the weight-loss…
Novo Nordisk Stock Jumps 6% as Wegovy Hits a Stunning 80% Milestone
Novo Nordisk shares surged Wednesday on a single metric from the Wegovy earnings call that suggested the oral pill is reshaping the obesity market faster than Wall Street expected, even as prices…
Eli Lilly’s Next Trillion-Dollar Opportunity May Go Beyond Weight-Loss Drugs
Mounjaro and Zepbound built Lilly into a trillion-dollar company, but a surge in oncology, immunology, and neuroscience revenue hints that the real growth story is just getting started.
Eli Lilly Jumps 8% as Strong Quarter Lifts Revenue Outlook; Novo Nordisk Ticks Up, Viking Therapeutics Eases
Eli Lilly (NYSE:LLY | LLY Price Prediction) just extended its lead in obesity drugs, and its newer cancer, immunology and neuroscience products are starting to matter, while the rest of the glucagon-like…
16% of Employers Are Thinking About Cutting Weight-Loss Drug Coverage
Employers are quietly reconsidering who foots the bill for GLP-1 weight-loss drugs, and the fallout hits Eli Lilly and Novo Nordisk very differently heading into earnings week.
3 Massive Catalysts That Could Ignite an Eli Lilly Stock Rally on Oct 29
Eli Lilly (NYSE:LLY | LLY Price Prediction) reports third-quarter results on October 29. It brings a streak of 5 consecutive EPS beats and a stock that has run hard into the report.…
Weight-Loss Drugs Are Coming for Beer, Heineken Admits Privately
Heineken just told British pub owners that a blockbuster class of drugs threatens the very ritual of buying a round, and its own financial data makes the warning harder to dismiss than…
Eli Lilly Rises 4% While Foundayo Nears European Approval; Amgen and Novo Nordisk Edge Higher
A European regulatory endorsement for an oral obesity pill is lifting Eli Lilly (NYSE:LLY | LLY Price Prediction) stock ahead of the rest of the drug group. Eli Lilly stock is up…
If Eli Lilly Grows At 10% a Year, Here’s What $1,000 Becomes By 2030
Eli Lilly just posted 47.7% revenue growth and its weight-loss drugs are reshaping global healthcare, but whether that momentum turns a four-year investment into a windfall or a disappointment depends on factors…
Prediction: Eli Lilly Stock Could Be a Long-Term Winner for Investors
Eli Lilly just crushed earnings again and sits within striking distance of its all-time high, but a looming price war with Novo Nordisk and a dangerously concentrated revenue base raise real questions…
Prediction: Eli Lilly Could Have More Room to Grow Than Its Valuation Suggests
Eli Lilly trades at a premium multiple, yet its revenue growth dwarfs every major pharma peer by a wide margin. Whether that gap justifies buying shares near all-time highs depends on one…
Prediction: LLY Has Another Massive Growth Opportunity Beyond Weight Loss
The 24/7 Wall St. price target for Eli Lilly (NYSE:LLY | LLY Price Prediction) is $1,359.12 over the next 12 months. With the stock at $1,142.85, that implies 18.92% upside. Lilly wins…