Eli Lilly and Co

Barclays analyst Carter Gould maintains Sell rating on Bristol-Myers Squibb (BMY) with a $43.00 price target, despite shares closing at $53.96. Gould, with a 52.88% success rate, covers Healthcare stocks like Eli Lilly & Co and Gilead Sciences. Bristol-Myers Squibb has a Hold consensus with a $49.55 price target, indicating an 8.17% downside. Morgan Stanley also maintains a Sell rating with a $37.00 target.

Regeneron CEO warns obesity drugs cause rapid muscle loss, posing long-term health risks. A JAMA study shows 40% of patients regain weight within a year. Novo Nordisk's WeGovi, a GLP-1 drug, is expected in Korea this month, with a monthly cost of 800,000 won.

No one can predict pharma R&D winners; success involves luck, overcoming skepticism, and intensive effort to realize potential. R&D leaders must balance conviction with uncertainty, avoiding false precision and recognizing the role of chance.

Lebrikizumab shows long-term efficacy and safety in moderate-to-severe atopic dermatitis patients, with 82.9% and 84.0% maintaining Investigator Global Assessment scores of 0/1 at week 152 in LEBQ2W and LEBQ4W groups, respectively.

Governor Eric J. Holcomb and Eli Lilly CEO David A. Ricks announced a $4.5 billion expansion at the LEAP Research and Innovation District in Lebanon, bringing Lilly's total investment to over $13 billion. The expansion includes the Lilly Medicine Foundry, enhancing drug development and manufacturing capabilities for next-generation therapies.

Texas sues three largest PBMs and three drugmakers, accusing them of artificially inflating insulin prices through collusion and undisclosed rebates, echoing FTC's lawsuit.

E. Heath reports advisory/consulting, steering committee, honoraria/paid travel, speaker’s bureau, and research support from various companies. J.R. Ribeiro, K. Poorman, and J. Xiu report personal fees and other support from Caris Life Sciences. H. Mamdani reports other support and grants from Daiichi Sankyo, AstraZeneca, and Genentech. A.F. Shields reports personal fees from Caris Life Sciences. G.L. Lopes reports stock ownership, honoraria, consulting, research funding, travel, and other relationships with multiple companies. S.A. Kareff reports personal fees and travel grants from various organizations. M. Radovich and G.W. Sledge report other support from Caris Life Sciences. G.A. Vidal reports relationships with Guardant360, Gilead, BillionToOne, Genentech/Roche, GSK, and AstraZeneca. J.L. Marshall reports personal fees from Caris. No other disclosures were reported by the other authors.

FDA approves Sanofi/Regeneron’s Dupixent for COPD, Eli Lilly invests $4.5B in new Indiana facility, AbbVie seeks FDA approval for lung cancer candidate Teliso-V, and AstraZeneca receives priority review for cancer drugs.

The radiopharmaceuticals market was valued at USD 5.0 billion in 2023 and is projected to reach USD 16.6 billion by 2032, growing at a CAGR of 10.4%. The market is driven by increasing cancer cases and advancements in diagnostic and therapeutic radiopharmaceuticals. Technetium-99m dominates the market due to its wide diagnostic applications. North America holds the largest market share, while Asia Pacific is the fastest-growing region. Key players include GE Healthcare, Curium Pharma, and Lantheus.

FDA ends tirzepatide shortage, resolving supply issues for Eli Lilly's Zepbound and Mounjaro. Production of compounded versions must cease, impacting market shares. Lilly attributes resolution to intensified production efforts and stricter measures. A $4.5 billion investment in a new manufacturing site aims to meet future demand.