LLY

Merck (MRK) has returned about 85% over the past year and at about $150 trades roughly 4% below its 52-week high. A year ago, management spent earnings calls managing fallout from a steep drop in GARDASIL sales. That problem has left the lead. What management opens with instead is a much larger claim, and it settles years from now.

Novartis and Ionis faced a high-profile failure with their Lp(a) therapy, causing a broad drop in biotech stocks. The setback highlighted risks in developing cardiovascular treatments.

According to the average brokerage recommendation (ABR), one should invest in Lilly (LLY). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Novo Nordisk’s semaglutide showed a 40.4% reduction in obesity classification among children in a phase III study. The drug also lowered BMI over 68 weeks, meeting its study goal.

Novartis’ pelacarsen lowered Lp(a) levels in over 8,000 patients but did not cut heart attack, stroke, or cardiovascular death risk. The result raises doubts for similar therapies from Amgen and Lilly.

Lilly is expanding its neuroscience pipeline through growth and acquisitions. The company aims to create a new long‑term driver beyond cardiometabolic products.

Moonwalk Biosciences secured $70 million in Series B funding to push forward adipose‑targeted RNAi therapies for obesity and cardiometabolic diseases.

JPMorgan notes a reversal in healthcare ETF flows, with Eli Lilly and AbbVie among stocks that could benefit from renewed sector rotation.