The Saudi sovereign fund’s focus on UnitedHealth and Lilly calls, alongside new positions in Pinduoduo, indicates a shift away from Lilly’s core pharma exposure. With patent cliffs looming for non-GLP-1 drugs by 2028 and high valuations, Lilly faces risks of a 10% pullback, particularly if regulatory scrutiny on drug pricing intensifies.
Microsoft’s latest quarterly results reveal a worrisome trend ...
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Buying NVIDIA is as straightforward as sending...
Microsoft’s latest quarterly results reveal a worrisome trend ...
While Dell is capitalizing on AI, challenges loom that could impact its trajectory
Eli Lilly’s Blockbuster Drug Growth in Q3 2023
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Eli Lilly’s Blockbuster Drug Growth in Q3 2023
Massive AI Expansion Across Creative Cloud Massive AI Expansion Across Creative Cloud
Eli Lilly’s Blockbuster Drug Growth in Q3 2023
Amazon is a top pick for a decade-long hold
