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Novo obesity data ‘nearly a best-case’ for Eli Lilly, says Citi
The Fly

Novo obesity data ‘nearly a best-case’ for Eli Lilly, says Citi

Citi expects Eli Lilly (LLY) shares to be strong today on the announcement of competitor Novo Nordisk’s (NVO) Phase 3 REDEFINE-1 study of CagriSema for obesity. CagriSema’s weight loss efficacy after 68 weeks of 22.7% came in below the “well-communicated” 25% target, the analyst tells investors in a research note. Citi says “this is nearly a best-case scenario” for Lilly’s tirzepatide given Novo’s and the Street’s expectations for a target that could have eroded Lilly’s market share in higher body mass index patients. The firm keeps a Buy rating on Eli Lilly with a $1,250 price target. The stock in premarket trading is up 8%, or $57.46, to $815.00.

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