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"Reassessment" of LLY & NVO GLP-1 Projections Set New Guidance Tone
Youtube· 2025-09-16 23:30
It's time now to go inside out on Eli Liy and the weight loss and drug space. And for that, we welcome in Lee Brown, global sector lead at Third Bridge. Okay, we've seen Eli Lilly down almost 20% over the year.It's got a little bit of a bump today. We're just seeing news this morning. It's going to build $5 billion Virginia manufacturing facility.Uh with all of that in mind, how are you looking at this uh stock now, Lee. Sam, thanks for having me on. Yeah, this is an interesting evolving story.Of course, Li ...
GLP-1 obesity pills face off in head-to-head trial
Youtube· 2025-09-13 00:39
Welcome back. The next battle shaping up between Eli Lily and Novo Nordisk when it comes to GLP1s, the pills. Angelica Peoples with the story. Angelica.Hey Sarah. Well, that's right. Pills are the next frontier and it's changed a little bit over the last few months.So, Lily was getting all the attention here because its pill is easier to make and it's more convenient to take. But investors are now giving Novo a closer look after Lily's pill produced less weight loss than hoped in a recent trial. So, which p ...