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02.09.26 - 21:01
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Lilly to Buy Merida for $2.88B in Autoimmune Push (Bloomberg)
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Bloomberg's Michelle Davis joins Dani Burger on "Bloomberg Deals." Eli Lilly plans to buy Merida Biosciences Inc. for as much as $2.88 billion in cash to expand in autoimmune and allergic diseases, part of an effort to build beyond the weight-loss and diabetes markets that made it the largest pharmaceutical company in the world. (Source: Bloomberg)...
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02.09.26 - 12:30
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Eli Lilly-Aktie vor der Wende – wird der Rücksetzer zur Chance? (Sharedeals)
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Nach dem starken Lauf der vergangenen Monate ist bei Eli Lilly zuletzt wieder etwas Abgabedruck aufgekommen. Vom Hoch bei knapp 1.290 US$ ging es auf aktuell rund 1.160 US$ zurück. Damit nähert sich die Aktie zwei Bereichen, die für einen neuen Einstieg beziehungsweise eine Gegenbewegung interessant werden könnten. Fundamental läuft es weiterhin stark Operativ gibt […]
The post Eli Lilly-Aktie vor der Wende – wird der Rücksetzer zur Chance? first appeared on sharedeals.de....
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01.09.26 - 14:57
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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives (ZeroHedge)
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Restaurants Face GLP-1 Squeeze As Adopt-Or-Die Inflection Arrives
Bernstein's latest GLP-1 tracker has Eli Lilly's Mounjaro leading script growth, with downstream effects compounding pressure on the restaurant industry already facing weakening consumer confidence, as gas prices nationwide remain above a politically sensitive $4 a gallon in late summer.
Turning to UBS's latest note on the restaurant industry, Dennis Geiger, who covers U.S. restaurants and consumer discretionary names, wrote in a note on Sunday that restaurant investors are struggling to identify opportunities across the space amid sharp share-price volatility, weakening consumer confidence, growing uncertainty over the second-half outlook, and increasing GLP-1 adoption.
He points to a widening divide across the industry:
Fast casual: Cava and Chipotle remain preferred, while Wingstop is attracting interest after its selloff. Investors see the NFL season, easier comparisons, and new value promotions as potential catalys...
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01.09.26 - 11:30
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Novo-Nordisk-Aktie: 13 Millionen Deutsche – wie groß wird der Pillen-Umsatz? (Sharedeals)
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Novo Nordisk bringt die Wegovy-Tablette am heutigen 1. September in Deutschland auf den Markt. Damit erreicht Europas erste zugelassene Abnehmpille einen der größten Pharmamärkte des Kontinents – noch bevor Eli Lilly sein Konkurrenzprodukt hier anbieten kann. Das adressierbare Potenzial ist gewaltig, wird vorerst jedoch durch einen entscheidenden Faktor begrenzt: Die meisten Patienten müssen vollständig selbst […]
The post Novo-Nordisk-Aktie: 13 Millionen Deutsche – wie groß wird der Pillen-Umsatz? first appeared on sharedeals.de....
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31.08.26 - 19:12
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Lilly to Buy Merida for $2.88 Billion in Autoimmune Push (Bloomberg)
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Eli Lilly & Co. plans to buy Merida Biosciences Inc. for as much as $2.88 billion in cash to expand in autoimmune and allergic diseases, part of an effort to build beyond the weight-loss and diabetes markets that made it the largest pharmaceutical company in the world.
Lilly has been on a record spending spree, having announced more than $20 billion in deals so far in 2026. The drugmaker has been using the windfall from its Zepbound and Mounjaro shots to diversify its pipeline, mainly targeting medicines in earlier stages as it seeks to position itself to develop the next blockbuster medicine.
For more, we speak with Michelle Cortez, Bloomberg News Senior Editor for Global Business. (Source: Bloomberg)...
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