BUZZ-Street View: Eli Lilly well positioned in weight-loss market despite CVS's decision

Reuters

May 02, 2025

BUZZ-Street View: Eli Lilly well positioned in weight-loss market despite CVS's decision

** Eli Lilly LLY.N on Thursday downplayed CVS Health's CVS.N decision to drop the company's obesity drug Zepbound from some lists of medicines it covers for reimbursement

** CVS said it would drop coverage from July 1, but keep reimbursing for rival GLP-1 weight-loss drug Wegovy after negotiating a more favorable price from Novo Nordisk NOVOb.CO

WEIGHT LOSS MARKET HOLDING UP

** BofA Global Research ("buy," PO: $1000) says the CVS news does not mark a major, new negative trend, instead, it reflects "the reality that no company ever has all payers locked up"

** J.P.Morgan ("overweight," PT: $1100) says the CVS update to potentially only impact a small portion of LLY's Zepbound business

** Brokerage adds, "LLY to continue to see share gains relative to Wegovy in the broader obesity space as well as growth for the obesity market to remain healthy as a whole"

** Morgan Stanley ("overweight," PT: $1133) says in addition to Zepbound, LLY's drug pipeline under development like an oral GLP-1 medication, Orforglipron will strengthen co's position within the future obesity market

** Bernstein ("outperform," PT: $1100) says Novo and Lilly's battle is adding meaningful price pressure across incretin drugs

(Reporting by Kanchana Chakravarty in Bengaluru)

((Kanchana.Chakravarty@thomsonreuters.com))

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positioned in weight-loss market despite CVS's decision</title></head><body><p>** Eli Lilly <span>LLY.N</span> on Thursday <span>downplayed CVS</span> Health's <span>CVS.N</span> decision to drop the company's obesity drug Zepbound from some lists of medicines it covers for reimbursement</p><p>** CVS said it would drop coverage from July 1, but keep reimbursing for rival GLP-1 weight-loss drug Wegovy after negotiating a more favorable price from Novo Nordisk <span>NOVOb.CO</span> </p><p>WEIGHT LOSS MARKET HOLDING UP</p><p>** BofA Global Research (\"buy,\" PO: $1000) says the CVS news does not mark a major, new negative trend, instead, it reflects \"the reality that no company ever has all payers locked up\"</p><p>** J.P.Morgan (\"overweight,\" PT: $1100) says the CVS update to potentially only impact a small portion of LLY's Zepbound business</p><p>** Brokerage adds, \"LLY to continue to see share gains relative to Wegovy in the broader obesity space as well as growth for the obesity market to remain healthy as a whole\"</p><p>** <a href=\"https://laohu8.com/S/MSPQL\">Morgan Stanley</a> (\"overweight,\" PT: $1133) says in addition to Zepbound, LLY's drug pipeline under development like an oral GLP-1 medication, Orforglipron will strengthen co's position within the future obesity market </p><p>** Bernstein (\"outperform,\" PT: $1100) says Novo and Lilly's battle is adding meaningful price pressure across incretin drugs </p><p>(Reporting by Kanchana Chakravarty in Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>BUZZ-Street View: Eli Lilly well positioned in weight-loss market despite CVS's 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class=\"h-time\">2025-05-02 21:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>BUZZ-Street View: Eli Lilly well positioned in weight-loss market despite CVS's decision</title></head><body><p>** Eli Lilly <span>LLY.N</span> on Thursday <span>downplayed CVS</span> Health's <span>CVS.N</span> decision to drop the company's obesity drug Zepbound from some lists of medicines it covers for reimbursement</p><p>** CVS said it would drop coverage from July 1, but keep reimbursing for rival GLP-1 weight-loss drug Wegovy after negotiating a more favorable price from Novo Nordisk <span>NOVOb.CO</span> </p><p>WEIGHT LOSS MARKET HOLDING UP</p><p>** BofA Global Research (\"buy,\" PO: $1000) says the CVS news does not mark a major, new negative trend, instead, it reflects \"the reality that no company ever has all payers locked up\"</p><p>** J.P.Morgan (\"overweight,\" PT: $1100) says the CVS update to potentially only impact a small 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Bengaluru)</p><p>((Kanchana.Chakravarty@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CVS","symbol_name":"西维斯健康","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250502:nL4N3RA128:1","article_id":"2532684645","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2532684645","pubTimestamp":1746190884,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Street View: Eli Lilly well positioned in weight-loss market despite CVS's decision** Eli Lilly LLY.N on Thursday downplayed CVS 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INC","SG9999013999.USD":"UOB UNITED GLOBAL HEALTHCARE FUND (USDHDG) INC","SGXZ57979304.SGD":"United Global Healthcare A Acc SGD-H"},"translate_title":"BUZZ-Street View：尽管CVS做出决定，礼来公司在减肥市场仍处于有利地位","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CVS":0.9,"LLY":0.9},"content_text":"BUZZ-Street View: Eli Lilly well positioned in weight-loss market despite CVS's decision** Eli Lilly LLY.N on Thursday downplayed CVS Health's CVS.N decision to drop the company's obesity drug Zepbound from some lists of medicines it covers for reimbursement** CVS said it would drop coverage from July 1, but keep reimbursing for rival GLP-1 weight-loss drug Wegovy after negotiating a more favorable price from Novo Nordisk NOVOb.CO WEIGHT LOSS MARKET HOLDING UP** BofA Global Research (\"buy,\" PO: $1000) says the CVS news does not mark a major, new negative trend, instead, it reflects \"the reality that no company ever has all payers locked up\"** J.P.Morgan (\"overweight,\" PT: $1100) says the CVS update to potentially only impact a small portion of LLY's Zepbound business** Brokerage adds, \"LLY to continue to see share gains relative to Wegovy in the broader obesity space as well as growth for the obesity market to remain healthy as a whole\"** Morgan Stanley (\"overweight,\" PT: $1133) says in addition to Zepbound, LLY's drug pipeline under development like an oral GLP-1 medication, Orforglipron will strengthen co's position within the future obesity market ** Bernstein (\"outperform,\" PT: $1100) says Novo and Lilly's battle is adding meaningful price pressure across incretin drugs (Reporting by Kanchana Chakravarty in Bengaluru)((Kanchana.Chakravarty@thomsonreuters.com))","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}