Novo refutes collaboration with Mangoceuticals regarding obesity medication, according to Reuters.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Nov 13 2025
0mins
Should l Buy LLY?
Partnership Denial: Novo Nordisk and Eli Lilly have denied any partnership with Mangoceuticals regarding weight-loss drugs, contradicting a press release from Mangoceuticals.
Product Launch Announcement: Mangoceuticals had previously announced the launch of two programs, MangoRx Direct and PeachesRx Direct, claiming they provide access to drugs from Eli Lilly and Novo Nordisk.
Market Reaction: Following the denial from the drugmakers, shares of Mangoceuticals fell by over 16% in afternoon trading.
Source of Information: The information was reported by Reuters, highlighting the discrepancy between Mangoceuticals' claims and the statements from the pharmaceutical companies.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 1023.220
Low
950.00
Averages
1192
High
1500
Current: 1023.220
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, markets, and sells pharmaceutical products worldwide. Its cardiometabolic health products include Basaglar; Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, and others; Humulin, Humulin 70/30, and others; Jardiance; Mounjaro; Trulicity; Zepbound; VERVE-102; VERVE-201, and VERVE-301. Its oncology products include Cyramza, Erbitux, Tyvyt, and Verzenio. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. The Company is also engaged in radiopharmaceutical discovery, development, and manufacturing efforts, and clinical and pre-clinical radioligand therapies in development for the treatment of cancer. It is also developing an oral small molecule inhibitor of a4b7 integrin for inflammatory bowel disease (IBD). It is evaluating its novel gene therapy candidate, ixoberogene soroparvovec.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Optimistic Market Outlook: Analysts have set a target stock price of $1,500 for Eli Lilly, reflecting high market recognition of its long-term investment value, which could yield substantial returns for investors.
- Clear Competitive Advantage: Eli Lilly's success in the obesity drug sector, combined with multiple growth catalysts, enhances its competitive position in the healthcare industry, likely attracting more investor attention.
- Cautious Investment Advice: Despite Eli Lilly's impressive performance, the Motley Fool Stock Advisor analyst team did not include it in their current list of top investment stocks, advising investors to consider their decisions carefully.
See More
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- Tariff Threat Persists: Despite the Supreme Court ruling that Trump lacks the authority to impose 'reciprocal' tariffs, the threat of pharmaceutical tariffs remains due to their enactment under Section 232 of the Trade Expansion Act of 1962, which is unaffected by the ruling and could significantly impact the pharmaceutical industry.
- National Security Consideration: Section 232 covers products that may threaten national security, and Trump's defense of the pharmaceutical tariffs under this provision indicates that his policies could have far-reaching implications for the operations and cost structures of pharmaceutical companies.
- Pharma Response Strategy: Many pharmaceutical companies have negotiated a three-year tariff exemption with the White House, in exchange for providing some medicines at discounted rates through the TrumpRx website and increasing domestic manufacturing, demonstrating their adaptability in the face of policy uncertainty.
- Involved Companies List: Companies such as Pfizer (PFE), Eli Lilly (LLY), and Novo Nordisk (NVO) are part of this agreement, indicating a collaborative response within the industry that may influence future market competition dynamics.
See More
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- Blue Owl Capital Loan Sales: Blue Owl Capital's loan sales are part of a plan to return capital to investors, and while observers have raised 'canary in the coal mine' warnings regarding mispriced private credit loans, the situation does not appear tragic, potentially offering market opportunities.
- Weak U.S. GDP: The preliminary fourth-quarter U.S. GDP growth came in at just 1.4%, significantly below expectations, with the government shutdown likely dragging on growth, leading to market concerns about future economic recovery challenges.
- Texas Roadhouse Strong Performance: Texas Roadhouse shares rose over 3% in early trading, as the market overlooked a weak fourth quarter due to a strong start in Q1, indicating sustained consumer demand for dining despite ongoing beef inflation challenges.
- Klarna's Disappointing Earnings: Klarna reported a wider-than-expected net loss for the quarter, and its fiscal 2026 outlook fell short across key metrics, prompting JPMorgan and UBS to cut their price targets to $20, reflecting market concerns about its future performance.
See More
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- Pharmaceutical Leadership: Barclays upgraded Eli Lilly to overweight, asserting that its GLP-1 drugs signify a durable structural shift in obesity treatment, positioning the company for sustained long-term growth as a market leader.
- E-commerce Valuation Boost: Barclays raised Etsy's rating from equal weight to overweight, anticipating that as topline growth improves, EBITDA valuations will expand, setting a price target of $72, reflecting optimism about future performance.
- Tech Stock Buying Opportunity: Citigroup reiterated Microsoft as a buy, highlighting that the stock is at a decade low valuation and trading at a discount to the S&P 500 on forward P/E, suggesting investors should seize the buying opportunity.
- Aerospace Service Growth: Morgan Stanley upgraded GE Aerospace to overweight with a price target of $425, citing the company's advantages in durable service growth, pricing power, and a strong balance sheet, with future free cash flow likely underestimated.
See More
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- Market Leadership: Barclays initiated coverage on Eli Lilly with an overweight rating and a $1,350 price target, indicating a 32% upside, reflecting confidence in its position in the GLP-1 drug market.
- Product Competitiveness: Analyst Emily Field highlighted that Eli Lilly's tirzepatide is the best product available today in terms of safety and efficacy, likely maintaining market leadership despite competition from AstraZeneca and Amgen.
- Future Growth Potential: Field expects investor focus to shift towards Eli Lilly's upcoming orforglipron, a once-daily oral GLP-1 medication anticipated to be approved in Q2 2026, which could further solidify its market position.
- Consumer Platform Advantage: Eli Lilly's strong patient-centric focus and direct-to-consumer platform, Lilly Direct, are seen as significant barriers for new entrants, ensuring that despite market price resets, Lilly remains the best option in this space.
See More
Eli Lilly Reports Promising Long-Term Data for Crohn's Disease Treatment
- Significant Clinical Efficacy: Eli Lilly's latest data on Omvoh (mirikizumab-mrkz) for Crohn's disease indicates that over 90% of patients maintained steroid-free remission for three years, with a clinical remission rate of 92.4%, showcasing the drug's long-term effectiveness and potentially boosting patient confidence in treatment.
- Dramatic Reduction in Hospitalizations: In the VIVID-1 study, the incidence of hospitalizations and surgeries in the Omvoh treatment group was nearly halved in the first 12 weeks (16.9 vs. 30.9 per 100 patient-years) and reduced by nearly 70% during weeks 12 to 52 (4.5 vs. 14.0), indicating a significant advantage in mitigating Crohn's disease-related complications.
- Enhanced Market Competitiveness: As the only IL-23p19 inhibitor demonstrating durable efficacy and significant improvements in bowel urgency, Omvoh strengthens Eli Lilly's competitive position in the inflammatory bowel disease treatment market, potentially attracting more patients to its offerings.
- Stable Stock Performance: Although the stock is currently trading 1.7% below its 20-day simple moving average, it has increased 17.19% over the past 12 months and is nearing its 52-week highs, reflecting a strong upward trend, and combined with Benzinga Edge rankings, Eli Lilly continues to perform robustly in the market.
See More
