Bristol Myers Squibb vs. Novo Nordisk: Stable Scale vs. GLP-1 Volatility

Bristol Myers Squibb has demonstrated more stable and consistent revenue growth over the past two years, leading in seven of eight quarters. Novo Nordisk experienced significant volatility, with a dramatic 32% revenue spike in Q1 2026 following its Wegovy weight-loss pill launch, but faced sequential declines in Q2 2026 due to pricing pressure and ordering patterns. While Novo Nordisk's GLP-1 portfolio drives investor interest, its heavy dependence on Ozempic and Wegovy (70% of sales) presents concentration risk compared to Bristol Myers Squibb's more diversified growth portfolio.

10/22/2026, 7:10 AM • The Motley Fool

Where Will Novo Stock Be in 10 Years?

Novo Nordisk, a Denmark-based pharmaceutical leader in diabetes and obesity markets, has faced recent setbacks but could bounce back over the next decade. The company's pipeline includes promising candidates like CagriSema, Amycretin, and UBT251 that could drive growth. However, patent expirations in 2032, increased competition, and regulatory uncertainties present significant challenges. Despite these risks, the analyst views Novo as an attractive long-term buy with potential for competitive returns, especially with dividend reinvestment.

10/21/2026, 3:28 PM • The Motley Fool

Global Oral Drugs Market is Predicted to Surpass USD 1 Trillion Mark by 2034 | DelveInsight

The global oral drugs market is experiencing steady growth driven by increasing chronic disease prevalence and patient preference for convenient treatment options. The market is projected to grow from USD 1 trillion in 2025 to USD 1.6 trillion by 2034 at a ~6% CAGR. North America leads with 36% market share, while Asia-Pacific is expected to register the fastest growth. Key drivers include advancements in drug delivery technologies, expansion of oral therapies across oncology and other therapeutic areas, and rising pharmaceutical R&D investments.

10/21/2026, 1:00 PM • GlobeNewswire

Novo's CagriSema Delivered 25% Weight Loss in Women. Could It Help Turn Around the Beaten-Down Stock?

Novo Nordisk announced Phase 3 trial results for CagriSema, its next-generation obesity drug combining semaglutide and cagrilintide, showing 25% mean weight loss in women compared to 3% for placebo. While results are competitive with existing treatments like Eli Lilly's Zepbound (26% efficacy), they are not superior enough to significantly recapture market share from Eli Lilly's dominant position. The modest investor reaction suggests the drug alone may not materially improve Novo Nordisk's fortunes, though the company's broader pipeline in other therapeutic areas remains a potential catalyst.

10/21/2026, 7:45 AM • The Motley Fool

Metabolic Dysfunction-Associated Steatohepatitis Clinical Trial and Competitive Landscape Expands as 180+ Companies Target New Treatment Options | DelveInsight

The MASH (Metabolic Dysfunction-Associated Steatohepatitis) market is rapidly expanding with over 180 companies developing 200+ pipeline therapies. Two drugs have been approved: REZDIFFRA (resmetirom) by Madrigal Pharmaceuticals and LIPAGLYN/BILYPSA (saroglitazar magnesium) by Zydus Lifesciences. The competitive landscape is intensifying with emerging mechanisms of action including FGF21 replacements, GLP-1 receptor agonists, and dual glucagon/GLP-1 agonists, with approximately 5+ drugs in late-stage development and 100+ in mid and early stages.

10/20/2026, 11:31 PM • GlobeNewswire

Forget Eli Lilly and Novo: This Biotech Could Be a Surprising Winner in the Weight Loss Market

Regeneron Pharmaceuticals is emerging as a competitive player in the rapidly growing weight loss market with two differentiated candidates: olatorepatide, which shows better gastrointestinal tolerability than competitors with 19% mean weight loss, and trevogrumab, designed to preserve lean muscle mass alongside anti-obesity drugs. Beyond weight loss, Regeneron's strong pipeline including Dupixent and newer Eylea HD formulation positions it for medium-term growth.

10/19/2026, 10:24 AM • The Motley Fool

Viking Therapeutics Just Raised $575 Million. Here's What It Means for the Obesity Stock's Next Chapter.

Viking Therapeutics raised $575 million through a stock offering and convertible notes to fund multiple phase 3 trials for its obesity drug VK2735 and pipeline development. The company expects to have cash through at least 2028, with key trial results expected between 2027-2028. The company's future depends on VK2735's clinical success.

10/18/2026, 6:30 PM • The Motley Fool

The Nasdaq-100's 6 Best Stocks This Year, and Whether They Can Keep Going

The article examines the six best-performing Nasdaq-100 stocks in 2026, led by Moderna (up 667%), followed by SanDisk, Micron Technology, Marvell Technology, AMD, and Intel. While these stocks have benefited from AI-driven demand and strong fundamentals, the article cautions that their massive gains may already be priced in, making future performance uncertain. Past performance does not guarantee future results, as illustrated by examples like Novo Nordisk, which surged in 2023 but declined in 2024.

10/17/2026, 8:45 AM • The Motley Fool

Forget Zepbound: 3 Newer Drugs That Could Power Eli Lilly's Next Leg Higher

Eli Lilly's pipeline extends beyond its blockbuster weight-loss drug Zepbound, with three promising medicines poised to drive future growth: Foundayo (oral GLP-1 for weight loss), Onswik (once-weekly basal insulin for diabetes), and retatrutide (investigational triple-hormone weight-loss drug showing 28.3% average weight loss). These drugs target different patient segments and indications, positioning Eli Lilly to maintain market leadership despite increasing competition.

10/16/2026, 2:38 PM • The Motley Fool

Novo Nordisk and Eli Lilly Just Got Some Fantastic News

A NIH-funded study found that the GLP-1 drug semaglutide extended lifespan and slowed aging in older mice by improving muscle and cognitive function and reducing inflammation. The findings could accelerate adoption of GLP-1 drugs from Novo Nordisk and Eli Lilly, with forecasts predicting 25 million Americans on these treatments by 2030 and a market reaching $190 billion by 2035.

10/16/2026, 11:32 AM • The Motley Fool

Obesity Clinical Trial and Competitive Landscape Surges as 200+ Companies Advance Next-Generation Therapies | DelveInsight

Over 200 companies are advancing next-generation obesity therapies, with more than 30 drugs in late-stage development and 180+ in mid and early stages. Key players include Eli Lilly, Novo Nordisk, Viking Therapeutics, and Roche, developing innovative mechanisms like dual GLP-1/GIP receptor agonists and triple hormone receptor agonists. Recent approvals include Novo Nordisk's oral Wegovy formulation and Eli Lilly's orforglipron, while multiple Phase III trials show promising weight loss results.

10/15/2026, 1:00 PM • GlobeNewswire

Eli Lilly Expects Up to $87 Billion in 2026 Revenue. Here's Why the Stock Still Looks Undervalued.

Eli Lilly's weight loss drug portfolio, led by Mounjaro and Zepbound, is driving explosive revenue growth with expectations of up to $87 billion in 2026 revenue compared to $65 billion in 2025. Despite a 400% gain over five years and 25% rise in the past six months, the stock trades at 32x forward earnings—below historical levels—and appears undervalued given strong pipeline candidates like EloraTZP and retatrutide that could further expand the company's weight loss drug offerings.

10/13/2026, 5:10 AM • The Motley Fool

4 Healthcare Stocks Worth Owning for the Next Decade

The article recommends four healthcare stocks across two key niches: GLP-1 weight-loss drugs (Eli Lilly and Novo Nordisk) and surgical robotics (Intuitive Surgical and Medtronic). Eli Lilly leads in GLP-1 but faces patent expiration risks, while Novo Nordisk is a turnaround story with attractive valuation. Intuitive Surgical dominates surgical robotics with strong recurring revenue, while Medtronic offers a diversified play with dividend appeal as it launches its Hugo surgical robot.

10/12/2026, 11:15 AM • The Motley Fool

Which Healthcare ETF Is the Better Buy: Simplify’s Active PINK or VanEck’s Pharma-Focused PPH?

The article compares two healthcare ETFs: VanEck Pharmaceutical ETF (PPH) offers lower costs (0.36% expense ratio), higher dividends (1.9% yield), and a concentrated portfolio of 26 pharmaceutical companies with an established 15-year track record. Simplify Health Care ETF (PINK) provides broader healthcare exposure through active management of 58 positions with a unique charitable structure donating profits to cancer research, though it carries higher fees (0.51%) and lower yields (0.8%). For most long-term investors, PPH is recommended for its fundamentals, while PINK appeals to those seeking active management and charitable impact.

10/11/2026, 6:17 PM • The Motley Fool

As GLP-1 Drugs Change How People Eat, Drugmakers Collect and Snack Makers Feel the Squeeze

GLP-1 weight-loss drugs like Wegovy and Zepbound are rapidly gaining adoption, with 11% of U.S. adults now using them. This is benefiting drug manufacturers Eli Lilly and Novo Nordisk, whose sales are surging. However, snack and beverage companies face headwinds as GLP-1 users reduce grocery spending by 5-8%, particularly on processed snacks. While some companies like Coca-Cola and Monster Beverage are weathering the impact due to their low-calorie portfolios, others like PepsiCo and Hershey are experiencing declining sales.

10/11/2026, 5:15 AM • The Motley Fool