Lilly Gains as Foundayo Crosses the Atlantic Without a Needle

The FDA authorized Roche and Eli Lilly's Elecsys Phospho-Tau (217P) Plasma test for Alzheimer’s detection via blood draw. The test measures p-tau217, a biomarker linked to Alzheimer’s, and is designed for use in primary-care and specialized settings. Labcorp and Quest Diagnostics plan to offer the test, potentially expanding access. The test is not a standalone diagnosis but part of a broader clinical evaluation. Roche reports 4,500 cobas analyzers are installed in U.S. labs, enabling broad depl

Eli Lilly (LLY) reported 48% Q2 revenue growth, raising guidance, while Novo Nordisk (NVO) saw 7% growth at constant rates, with falling margins. Lilly's Mounjaro and Zepbound drove sales, while Novo's Wegovy showed strong prescription numbers. Lilly is expanding with new drugs, while Novo cut prices and jobs. Investors weigh Lilly's growth vs. Novo's turnaround potential.

Eli Lilly's oral GLP-1 treatment, orforglipron (Foundayo), has been approved in the UK for weight management and type 2 diabetes. A pharmacist warns of potential counterfeit risks due to the tablet's familiarity, advising patients to verify prescribers and pharmacies. The MHRA seized £45m in illegal medicines in 2025, with fake GLP-1 drugs often containing incorrect dosages or harmful contaminants. Patients are urged to check for red flags like social media sales, no clinical consultation, and u

FDA reports over 1,700 adverse events linked to compounded semaglutide and tirzepatide. MEDVi, a company in the compounded GLP-1 market, faced FDA warnings and legal challenges. Novo Nordisk and Lilly have sued over patent infringement. The industry faces regulatory scrutiny and potential legislative changes.

Eli Lilly and the FDA are in a legal dispute over whether retatrutide, a triple-hormone injection for obesity, is a biologic or a drug. The classification affects market exclusivity, with biologics having 12 years and drugs 5 years. Lilly claims retatrutide has 41 amino acids, meeting the biologic threshold, but the FDA disagrees. The outcome could delay cheaper versions of the drug by years, impacting patients and insurers. Lilly plans to file for approval in early 2027, but the timeline may sh

Eli Lilly (LLY) reported a 48% revenue increase to $23B last quarter, driven by Mounjaro. Shares rose 78% over the past year. Wall Street's consensus target is $1,310, implying 4% upside, while an independent model targets $1,463. Key catalysts include retatrutide's Q1 2027 regulatory filing and Foundayo's global rollout. Risks include price erosion and competition from Novo Nordisk (NVO).