Novo Nordisk and Eli Lilly have been exciting investors for months. Competitors are increasingly positioning themselves behind them
With the end of the Corona pandemic, attractive returns were also over for the majority of pharmaceutical shareholders. In particular, the looming patent cliff and the associated prospect of billions in lost sales are weighing on share prices.
One segment that stands out from the crowd and delivers performance is the area of weight loss products, namely the shares of Novo Nordisk and Eli Lilly. Analysts’ forecasts for the market size for anti-obesity products have recently risen significantly again; they now expect sales to exceed the 130 billion dollar mark. Such prospects understandably also excite investors: Eli Lilly shares are one of the strongest stocks in the broad US S&P 500 index over the past three years and, with an increase of over 260 percent, are in fourth place behind the profiteers of the AI boom, Super Micro Computer, Nvidia and Arista Networks.
The prospect of a market that is expected to grow by an average of double-digit percentages over the next few years has also aroused the interest of other pharmaceutical companies. Roche’s shares recently jumped after CEO Thomas Schinecker predicted in an interview that he would probably enter the weight-loss sector sooner than expected.
Who, besides Roche the other challengers from Eli Lilly and Novo Nordisk, read the Top-Story in the new edition of €uro on Sunday.
Other topics in the magazine:
Fed eyes interest rate cut
US monetary authorities see further progress towards the inflation target. In Europe and Germany, however, inflation is rising again (p.6)
Cloud in the blue sky
The hardware and software group presents robust business figures. However, the cloud business cannot fully inspire investors (p.8)
A bright look ahead
The social media group delivers a strong quarter and plans further major investments in the future (p.10)
Attack on dominance?
With Google, the Alphabet Group dominates the global search engine market. ChatGPT developer OpenAI sends a new challenger into the race (p.14)
Variable instead of fixed
Landesbank Hessen-Thüringen has a new bond with a variable interest coupon. Compared to comparable bonds with a fixed interest rate, the yield is a good deal higher. What investors need to know (p.30)
The whole world, please
The disadvantage of funds of funds is the fees. The advantage is the huge spread across many sectors and regions – and fresh ideas for the portfolio. A proven representative of this genre is the Sauren Global Opportunities (p.32)
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