The Zacks Analyst Blog Highlights Eli Lilly, Novo Nordisk, Amgen and Viking Therapeutics

17.10.25 12:22 Uhr

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For Immediate ReleaseChicago, IL – October 17, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include: Eli Lilly LLY, Novo Nordisk NVO, Amgen AMGN and Viking Therapeutics VKTX.Here are highlights from Thursday’s Analyst Blog:How Will Mounjaro and Zepbound Sales Aid Lilly's Upcoming Q3 Results?Eli Lilly is a dominant player in the cardiometabolic space, all thanks to the encouraging uptake for its blockbuster GLP-1 drugs — Mounjaro (for type II diabetes [T2D]) and Zepbound (for obesity). Though both products have been on the market for a little over three years, they now account for more than half of the company’s topline. Investors will be most keen to know the sales numbers of these two drugs when Lilly reports third-quarter results on Oct. 30, before the opening bell.Notably, Mounjaro is the market leader in new prescriptions within T2D incretin analogs, enjoying a market share of 50% in the United States. Zepbound also holds a leading market share in the anti-obesity market, with 75% of total patients taking Zepbound. This is mainly due to the improved supply of both drugs in the country as a result of ramped-up production. Sales of Mounjaro and Zepbound have also benefited from launches in new international markets.We believe that deeper penetration in the U.S. market and increased uptake in international markets are likely to have driven the growth of both drugs in the third quarter of 2025. Our model estimates for Mounjaro and Zepbound sales are pegged at $5.33 billion and $3.46 billion, respectively, for the to-be-reported quarter.Beyond cardiometabolic health, Lilly’s broader portfolio — including the oncology drug Verzenio and immunology drug Taltz — also continues to deliver steady growth. The company’s recently launched drugs, such as Omvoh and Ebglyss in immunology, Jaypirca in oncology and Kisunla in neuroscience, have all been contributing to top-line growth.LLY’s Peers in the Obesity SpaceAccording to research conducted by Goldman Sachs, the obesity market in the United States is expected to reach $100 billion by 2030. Eli Lilly and Novo Nordisk presently dominate this space.Mounjaro and Zepbound directly compete with Novo Nordisk’s semaglutide medicines, Ozempic for diabetes and Wegovy for obesity. Like Lilly, Novo also generates a substantial portion of revenues from both drugs.Several other companies, like Amgen and Viking Therapeutics, are also making rapid progress in the obesity space. Amgen has launched a broad phase III program for its dual GIPR/GLP-1 agonist, MariTide, targeting obesity and diabetes. Meanwhile, Viking Therapeutics is progressing two late-stage studies of its injectable VK2735 and reported mixed mid-stage data on the oral version in August, prompting a sharp stock decline.LLY’s Price Performance, Valuation and EstimatesShares of Lilly have outperformed the industry year to date.From a valuation standpoint, Eli Lilly is expensive. Based on the price/earnings (P/E) ratio, the company’s shares currently trade at 28.29 times forward earnings, higher than its industry’s average of 15.60. However, the stock is trading below its five-year mean of 34.54.The bottom-line estimate for 2025 has declined from $23.15 to $23.01 per share, while that for 2026 has fallen from $30.82 to $30.79 over the past 30 days.Eli Lilly currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Free: Instant Access to Zacks' Market-Crushing StrategiesSince 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.Get all the details here >>Zacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.5 Stocks Set to DoubleEach was handpicked by a Zacks expert as the #1 favorite stock to gain +100% or more in the coming year. While not all picks can be winners, previous recommendations have soared +112%, +171%, +209% and +232%.Most of the stocks in this report are flying under Wall Street radar, which provides a great opportunity to get in on the ground floor.Today, See These 5 Potential Home Runs >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Novo Nordisk A/S (NVO): Free Stock Analysis Report Eli Lilly and Company (LLY): Free Stock Analysis Report Amgen Inc. (AMGN): Free Stock Analysis Report Viking Therapeutics, Inc. (VKTX): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu Novo Nordisk

DatumRatingAnalyst
17.10.2025Novo Nordisk OverweightJP Morgan Chase & Co.
17.10.2025Novo Nordisk OutperformBernstein Research
13.10.2025Novo Nordisk NeutralUBS AG
10.10.2025Novo Nordisk BuyDeutsche Bank AG
09.10.2025Novo Nordisk OverweightJP Morgan Chase & Co.
DatumRatingAnalyst
17.10.2025Novo Nordisk OverweightJP Morgan Chase & Co.
17.10.2025Novo Nordisk OutperformBernstein Research
10.10.2025Novo Nordisk BuyDeutsche Bank AG
09.10.2025Novo Nordisk OverweightJP Morgan Chase & Co.
06.10.2025Novo Nordisk OverweightJP Morgan Chase & Co.
DatumRatingAnalyst
13.10.2025Novo Nordisk NeutralUBS AG
06.10.2025Novo Nordisk NeutralUBS AG
03.10.2025Novo Nordisk NeutralUBS AG
23.09.2025Novo Nordisk NeutralUBS AG
18.09.2025Novo Nordisk NeutralUBS AG
DatumRatingAnalyst
06.08.2025Novo Nordisk UnderperformJefferies & Company Inc.
23.06.2025Novo Nordisk UnderperformJefferies & Company Inc.
07.05.2025Novo Nordisk UnderperformJefferies & Company Inc.
17.04.2025Novo Nordisk UnderperformJefferies & Company Inc.
03.04.2025Novo Nordisk UnderperformJefferies & Company Inc.

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