$LLY

Foghorn Therapeutics will present preclinical data on SMARCA2 and epigenetic degrader programs at AACR 2026, advancing pipeline with Eli Lilly partnership.

Eli Lilly's Mounjaro loses market share in India to cheaper GLP-1 generics; sales fell 16% in March. FDA approves Lilly's oral GLP-1 Foundayo.

Trogenix publishes Nature data showing 83% complete tumor elimination in aggressive brain cancer model. Phase I/II trial dosing planned for Q2 2026.

Nxera Pharma achieves second milestone with Eli Lilly validating its GPCR-targeting platform. Deal includes $694M in potential payments plus royalties.

ProQR Therapeutics expands pipeline with lead program AX-0810 targeting H1 2026 data readout in biliary atresia, supported by three additional programs advancing through 2027.

Sysco, McCormick, and Eli Lilly announce $78B in major acquisitions spanning foodservice, consumer staples, and pharma, signaling significant industry consolidation.

Incyclix Bio raises $5M from Hatteras Venture Partners for Phase 1/2 trial of INX-315, targeting therapy-resistant breast and ovarian cancers.

AC Immune and Eli Lilly amend collaboration to advance tau-targeting Alzheimer's candidates, with $11M upfront and IND studies starting mid-2026.

President Trump's executive order imposes 100% tariffs on imported drugs, exempting 13 companies with MFN agreements and U.S. manufacturing commitments through 2029.

Eli Lilly's new GLP-1 pill Foundayo launches April 6 with fewer restrictions than competitors. Pipeline drug retatrutide shows superior weight loss, threatening Novo Nordisk's obesity market leadership.

Novo Nordisk launches tiered subscription pricing for Wegovy to expand obesity drug access. Stock trades at attractive 11x forward earnings amid market penetration opportunity.

Viking Therapeutics' VK2735 targets the $100+ billion weight-loss market. Success could drive massive stock appreciation, but clinical and competitive risks remain substantial.

McCormick merges with Unilever Foods for $29.1B while Sysco acquires Jetro for $29B; QVC explores bankruptcy amid retail distress.

U.S. stocks recovered from sharp morning losses on geopolitical concerns and Tesla's disappointing deliveries, finishing near breakeven. Oil surged 10% on Iran tensions.

Eli Lilly commits $10B to AI drug discovery partnership and sleep disorders acquisition, diversifying beyond its GLP-1 franchise.

Merck acquires Terns Pharmaceutical for $6.7B to expand cancer pipeline with oral BCR-ABL1 inhibitor, targeting $70B commercial opportunity by mid-2030s.

Trump administration preparing 100% tariffs on pharmaceutical companies refusing pricing deals, with major drugmakers already securing three-year reprieves through MFN agreements.

Eli Lilly bets on AI-driven drug discovery alongside its $11B weight loss drug franchise, partnering with Nvidia and Insilico Medicine to build next-generation blockbusters.

Eli Lilly stock surged 4% after FDA approval of Foundayo, its oral weight-loss pill priced at $149/month, competing with Novo Nordisk's Wegovy.

U.S. stocks surge on fading geopolitical tensions and falling oil prices. S&P 500 rises 0.72% despite YTD losses.