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Interested in Hims & Hers Health, Inc.? Here are five stocks we like better. Hims & Hers Health experienced a massive 1,200% bottom-line miss in Q1 2026, reporting EPS of negative 44 cents and missing revenue estimates, which sent the stock plummeting nearly 23%. Despite the sell-off, the long-term outlook remains strong, driven by double-digit growth forecasts across its five core segments and the pending acquisition of Australian digital healthcare platform Eucalyptus. Revenue is expected to accelerate starting in Q2, driven by a weight-loss partnership with Novo Nordisk that has prompted management to raise its full-year guidance. When Hims & Hers Health (NYSE: HIMS) reported Q1 FY2026 earnings on May 11, shareholders were dismayed by the magnitude of the double miss. The telehealth platform reported an earnings per share (EPS) of negative 44 cents versus analyst expectations of four cents, and quarterly revenue of just over $608 million fell far short of the nearly $617 million consensus. → CAVA Group’s Stock Looks Delicious After Strong Earnings While that revenue figure failed to inspire investors, it was EPS that equated to a bottom-line miss of more than 1,000% that caught the market off guard, causing the stock to sell off sharply. Since its Q1 earnings call, the stock has plunged nearly 23%. But, for buy-and-hold investors, the long-term investment thesis remains intact. → SpaceX IPO: Opportunity? Or the Ultimate Hype Trade? The company is operating at the intersection of multiple high-growth markets that favor its international expansion efforts, it continues to demonstrate strong revenue growth, and its GLP-1 strategic partnership with Danish multinational pharmaceutical company Novo Nordisk (NYSE: NVO)—maker of semaglutide weight loss drugs Wegovy and Ozempic—should begin to bear fruit as soon as the second quarter. Hims & Hers operates in five principal segments: Sexual Health, Hair Care, Dermatology, Mental Health, and Weight Loss. → 2 Software Stocks Turning AI Fears Into Fundamental Gains All five of those businesses fall into telehealth, a global market that is forecast to undergo a compound annual growth rate (CAGR) of nearly 25% from 2025 to 2030, according to industry consultancy firm Grand View Research. Yet each of its five principal segments is also poised for substantial growth. During the same forecast period, Grand View Research pr...

This story was originally published on PharmaVoice. To receive daily news and insights, subscribe to our free daily PharmaVoice newsletter. The race is on for the next big thing in weight loss drugs and readouts from some of the top contenders are slated to drop this year. This rising crop of next-generation candidates aims not only to build on the waist-whittling results of earlier drugs but to make them more palatable for patients by reducing side effects, adjusting dosing and addressing weight loss plateaus. Novo Nordisk and Eli Lilly have already hit major milestones with the approval of GLP-1 pills, a more patient-friendly alternative to earlier injectable versions. Novo led the way with its Wegovy pill, approved in December 2025. A few months later, Lilly followed with Foundayo. The two new options are expected to compete for a growing share of the overall GLP-1 market, which is projected to reach $100 billion by 2030. As competition intensifies, the three companies below are approaching key trial readouts in 2026 that could help determine which next-generation therapies may be best positioned to take their share of the marketplace. Eli Lilly, already the leader in the GLP-1 space, is taking a multi-pronged approach with retatrutide, which targets a trio of hormones: GLP-1, GIP and glucagon. The drug could help solidify Lilly’s market position if it performs as hoped in several phase 3 trials this year. With an estimated $28.8 billion net present value, retatrutide is also at the top of the pile of up-and-comers. Results released so far hint that retatrutide may beat current market leaders in its magnitude of weight loss. December results from the phase 3 Triumph-4 trial, which is testing the drug in people with obesity and knee osteoarthritis, showed that the high-dose group saw a 28.7% reduction in body weight, or an average loss of 71.2 pounds after 68 weeks. By comparison, one late-stage study for Lilly’s blockbuster drug tirzepatide, the active ingredient in Zepbound and Mounjaro, demonstrated 15% to 20% weight loss during a similar time frame. Retatrutide also reduced knee pain with more than 1 in 8 patients reporting that they were free from that issue at the end of the trial. Detailed results from this trial are expected at a scientific meeting this year, according to the company. Another phase 3 trial, Transcend-T2D-1, is testing retatrutide i...

Hims & Hers Health, Inc.’s HIMS investors have been experiencing some short-term losses. The San Francisco, CA-based health and wellness platform’s stock has lost 14.3% compared with the industry’s 6.5% decline since reporting its first-quarter 2026 results on May 11. It has also underperformed the sector and the S&P 500’s gain of 2.5% and 1.3%, respectively, in the same time frame. Two major recent developments of HIMS are the announcement of first-quarter 2026 results and a collaboration with Novo Nordisk as part of a new strategy for weight loss care treatments involving GLP-1s (in March). Hims & Hers reported modest top-line growth in the first quarter of 2026, supported by subscriber expansion, rising demand for its personalized healthcare offerings and momentum in branded weight-loss treatments. The company also continued to strengthen its platform through investments in AI, diagnostics and international expansion initiatives. However, profitability deteriorated during the quarter. HIMS reported a net loss against the prior-year profitability, while gross margins contracted due to restructuring charges, elevated operating expenses and continued investments aimed at scaling its technology infrastructure and expanding care offerings. Image Source: Zacks Investment Research Despite its weak performance since releasing its quarterly results, the stock’s performance has been robust over the past three months, where it gained 48.7% against the industry’s loss of 2.5%. The stock has also outperformed its peers like Tempus AI, Inc. TEM and Doximity, Inc. DOCS. Tempus AI and Doximity’s shares have lost 12.4% and 28%, respectively, in the same time frame. HIMS expects revenues for the second quarter of 2026 and the full year in the bands of $680 million to $700 million (reflecting an uptick of 25%-28% year over year) and $2.8 billion to $3 billion (representing growth of 19%-28% from 2025 levels), respectively. The Zacks Consensus Estimate for revenues for the second quarter and the full year is currently pegged at $689.3 million and $2.91 billion, respectively, while the same for earnings per share is currently pegged at a loss of a penny and 4 cents, respectively. Hims & Hers continues to strengthen its position as a broad-based digital healthcare platform by expanding into new treatment categories and building a more comprehensive care ecosystem. The company...

Image source: The Motley Fool. Wednesday, May 13, 2026 at 4:30 p.m. ET Chairman & Chief Executive Officer — Gregory Demopulos Chief Accounting Officer — David Borges Chief Regulatory Officer — Catherine Melfi Vice President, Clinical — Steve Whitaker Need a quote from a Motley Fool analyst? Email [email protected] Gregory Demopulos: Thank you, Jennifer, and good afternoon, everyone. Joining me today are David Borges, our Chief Accounting Officer; Dr. Cathy Melfi, our Chief Regulatory Officer; and Dr. Steve Whitaker, Vice President of Clinical. I'll start with an overview of our first quarter 2026 operations and financial results, followed by program updates. After that, David will cover the financials in more detail and then we'll open the call for questions. We entered 2026 with 2 catalysts: the closing of our previously announced transaction with Novo Nordisk for zaltenibart, our lead investigational MASP-3 inhibitor and the FDA approval of YARTEMLEA, our lead MASP-2 inhibitor for the treatment of hematopoietic stem cell transplant-associated thrombotic microangiopathy, or TA-TMA. This approval made YARTEMLEA the first and only approved treatment for this often fatal complication and the first and only approved inhibitor of the lectin pathway of complement. We launched in January with initial shipments to distributors beginning mid-month, followed shortly by first sales. In the first quarter, YARTEMLEA gross revenues were $11.1 million with net revenues of $9.9 million, reflecting gross to net adjustments of approximately 11%. Early demand and uptake are strong. YARTEMLEA became cash flow positive in the first quarter despite a mid-January launch and we expect it to drive company-wide positive cash flow within 18 months. Net income for the first quarter was $56.1 million, or $0.78 per share, including a $73.1 million noncash mark-to-market gain on the embedded derivative associated with our 2029 convertible notes. Excluding this noncash item, adjusted net gross loss was -- or net loss was $17.1 million, or $0.24 per share. We ended the quarter with $135.3 million in cash and investments after retiring our remaining 2026 convertible notes. During the first quarter, we repurchased and retired approximately 360,000 shares of our common stock at an average price of $11.70 per share for a total of $4.2 million. We may continue to repurchase shares from time to time,...

Interested in Omeros Corporation? Here are five stocks we like better. YARTEMLEA launched in January and generated $11.1 million in gross revenue in Q1, with early uptake described as strong. Omeros said the drug became cash flow positive in the quarter and could drive company-wide positive cash flow within 18 months. The launch is advancing quickly across transplant centers, with 30 unique accounts ordering by quarter-end and reimbursement gains including full approvals on prior authorizations and a permanent CMS J-code effective July 1. CMS also recommended NTAP approval, which could further support hospital adoption. Omeros ended Q1 with $135.3 million in cash and investments after receiving $240 million upfront from its Novo Nordisk deal and paying off its 2026 notes. Excluding a large non-cash derivative gain, the company posted a non-GAAP adjusted net loss of $17.1 million. Breakout Momentum Plays You Need to Know About Omeros (NASDAQ:OMER) reported first-quarter 2026 net income of $56.1 million, or $0.78 per share, as the company began commercial sales of YARTEMLEA, its recently approved treatment for hematopoietic stem cell transplant-associated thrombotic microangiopathy, or TA-TMA. Chairman and Chief Executive Officer Dr. Gregory Demopulos said YARTEMLEA generated gross revenue of $11.1 million and net revenue of $9.9 million in the quarter, reflecting gross-to-net adjustments of about 11%. The product launched in January, with initial shipments to distributors beginning in mid-month. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? Demopulos said early demand and uptake were “strong” and that YARTEMLEA became cash flow positive in the first quarter despite the mid-January launch. He said the company expects the drug to drive company-wide positive cash flow within 18 months. YARTEMLEA was approved by the U.S. Food and Drug Administration as the first and only approved treatment for TA-TMA and the first approved inhibitor of the lectin pathway of complement, according to Demopulos. Omeros is focusing the launch on educating transplant teams, securing hospital Pharmacy and Therapeutics committee approvals, ensuring reimbursement and supporting pricing through health economics and outcomes research. → MP Materials Is Quietly Building a Rare Earth Powerhouse Demopulos said the company’s field force is detailing all 175 transplan...

Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. The YARTEMLEA launch in mid-January 2026 achieved $11.1 million in gross revenue, driven by rapid institutional adoption and strong prescriber demand across 30 unique accounts. Management attributes the accelerated uptake to high clinical urgency in treating TA-TMA, with P&T committee approvals moving faster than the typical 6-to-9-month timeline. The company achieved cash flow positivity for YARTEMLEA within its first partial quarter and expects the product to drive company-wide positive cash flow within 18 months. Strategic capital was bolstered by the closing of the zaltenibart transaction with Novo Nordisk, providing $240 million in upfront cash to fund operations and the commercial launch. Early commercial focus is centered on educating transplant teams, securing institutional access, and demonstrating economic value through health economics and outcomes research. The MASP-2 platform is being broadened beyond TA-TMA to include chronic indications like renal and neurological disorders via long-acting antibodies and oral small molecules. Management expects a regulatory decision from the European Medicines Agency regarding YARTEMLEA in TA-TMA by midyear 2026. The implementation of a permanent J-code on July 1 and the expected NTAP approval in October are anticipated to streamline reimbursement and further drive front-end utilization. Operating expenses are projected to increase slightly in the second quarter of 2026 as the company continues to build out its commercial infrastructure for YARTEMLEA. Clinical milestones include the targeted initiation of an inpatient human study for OMS527 in cocaine users by year-end and first-in-human trials for OncotoX-AML in late 2027. The company is actively evaluating global and regional partnerships to support the commercialization of YARTEMLEA outside of the United States. Reported net income of $56.1 million was significantly impacted by a $73.1 million noncash mark-to-market gain on embedded derivatives, which introduces volatility based on stock price fluctuations. The company retired its remaining 2026 convertible notes, leaving $70.8 million in principal outstanding on 2029 notes as its only remaining debt. A share repurchase program is active, with 360,000 share...

Dr. Reddy's Laboratories Limited RDY reported fourth-quarter fiscal 2026 adjusted earnings of 6 cents per American Depositary Share (ADS), which missed the Zacks Consensus Estimate of 9 cents. The company reported earnings of 18 cents per ADS in the year-ago quarter. Revenues declined 12% year over year to $801 million, missing the Zacks Consensus Estimate of $866 million, primarily due to a year-over-year decline in global generics revenues. Dr. Reddy’s shares lost 5.2% on Tuesday, likely because the dismal fiscal fourth-quarter results disappointed investors. Dr. Reddy’s reported revenues under three segments — Global Generics, Pharmaceutical Services & Active Ingredients (PSAI) and Others. Global Generics revenues totaled INR 65.8 billion, down 13% year over year. The decrease was mainly due to lower North America generics sales, partly offset by broad-based growth across key markets supported by favorable foreign exchange movements. Dr. Reddy’s launched seven new products in North America during the reported quarter. However, revenues in the North America segment declined 51%, largely due to lower lenalidomide sales and a one-time Shelf Stock Adjustment (SSA) of INR 4.5 billion related to the product. As of March 31, 2026, a total of 77 generic filings were pending approval from the FDA, comprising 75 abbreviated new drug applications (ANDAs) and two new drug applications. Of these 75 ANDAs, 43 are Para IVs. Dr. Reddy’s shares have lost 11.3% year to date against the industry’s 1.4% growth. Image Source: Zacks Investment Research PSAI revenues totaled INR 9.12 billion, representing a 5% year-over-year decline, due to lower volume uptake in the active pharmaceutical ingredient (API) business. Revenues in the Others segment totaled INR 0.24 billion, up 79% on a year-over-year basis. Gross margin declined 1,074 basis points year over year to 44.8% in the fourth quarter of fiscal 2026. This was mainly due to lower lenalidomide sales, price erosion in the North America and Europe Generics businesses and the one-time SSA impact. Research and development (R&D) expenses of $58 million were down 25% year over year due to lower development spending in biosimilars following the completion of a significant portion of the investments related to Bristol Myers’ BMY Orencia (abatacept). R&D efforts continue to be focused on complex generics, including peptides and biosi...

Net cash provided by operating and investing activities was $28.9 million for the first quarter of 2026; quarter-end cash and restricted cash position was $330.3 million Prothena updates projected full year 2026 net cash used in operating and investing actives to be $18 to $23 million (versus prior guidance $50 to $55 million) and expects to end the year with approximately $273 million (midpoint) in cash, cash equivalents and restricted cash Novo Nordisk obtained Fast Track designation from the U.S. FDA for coramitug (PRX004) for the treatment of ATTR amyloidosis with cardiomyopathy and paid Prothena a $50 million clinical milestone payment related to Phase 3 enrollment Roche presented several clinical updates supporting the potential of prasinezumab for the treatment of Parkinson’s disease at the International Conference on Alzheimer's and Parkinson's Diseases and Related Neurological Disorders (AD/PD™ 2026) Prothena has completed the Phase 1 study for PRX019. Prothena could potentially earn a $55 million clinical milestone payment if Bristol Myers Squibb decides to advance the program; BMS decision expected by year-end 2026 Prothena initiated a share repurchase program to be conducted in 2026 for up to $100 million if deemed appropriate DUBLIN, May 07, 2026--(BUSINESS WIRE)--Prothena Corporation plc (NASDAQ:PRTA), a late-stage clinical biotechnology company with a robust pipeline of investigational therapeutics built on protein dysregulation expertise, today reported financial results for the first quarter of 2026 and provided business highlights. "In the quarter we were encouraged by updates on our partnered Phase 3 clinical programs. Roche delivered several presentations highlighting the potential of prasinezumab for Parkinson’s disease at AD/PD 2026, including a ‘time saved’ analysis demonstrating approximately two years in delay of disease progression over a five year period from the PASADENA open-label extension study, longer-term data from the PADOVA open-label extension study showing a sustained effect of prasinezumab on disease progression, and exploratory biomarker analyses of the PADOVA trial suggesting that prasinezumab may impact the underlying disease biology. Novo Nordisk recently obtained Fast Track designation from the U.S. FDA for coramitug in ATTR-CM and delivered $50 million to Prothena upon achievement of a Phase 3 clinical milestone,"...

Interested in Lexicon Pharmaceuticals, Inc.? Here are five stocks we like better. SONATA: The Phase 3 trial of sotagliflozin in HCM is on track to complete enrollment by mid-2026 with top-line data expected in Q1 2027, and management highlights SGLT1-related cardiac effects and potential as a once-daily oral therapy—notably for non-obstructive HCM. ZYNQUISTA: Lexicon plans to resubmit the NDA for ZYNQUISTA for type 1 diabetes by mid-year using STENO1 data, and says the FDA has indicated those data could support approval in 2026 if exposure and safety requirements are met. Financials and financing: Q1 revenue rose to $21.1 million (including two $10M Novo Nordisk milestones), net loss narrowed to $1.0M, cash totaled ~$199.7M, and the company secured a new $100 million debt facility with Hercules (an initial $55M tranche funded). Lexicon Pharmaceuticals (NASDAQ:LXRX) executives highlighted progress across late-stage regulatory programs and efforts to bolster the company’s financial position during the company’s first-quarter 2026 earnings call on May 7. Chief Executive Officer Mike Exton said the company entered 2026 with objectives focused on advancing “late-stage regulatory programs,” expanding internationally through collaborations, and maintaining “operationally disciplined” execution. Exton said Lexicon has executed on those priorities, pointing to expense reductions, a capital raise earlier in the year, and a new debt facility announced during the quarter. → Insider Sales: Top AST SpaceMobile Insider Cuts Postion Over 30% Lexicon’s most advanced programs center on sotagliflozin, its dual SGLT1 and SGLT2 inhibitor. Chief Medical Officer Craig Granowitz emphasized the “importance of the SGLT1 effect,” noting SGLT1 expression in tissues including the gastrointestinal tract and the heart, and stating that SGLT1 expression is “upregulated” in ischemic heart conditions and hypertrophic cardiomyopathy (HCM). For HCM, management said it remains on track to complete enrollment in the global Phase 3 SONATA trial by mid-2026. Granowitz said SONATA is evaluating approximately 500 patients across 130 sites in 20 countries, including both obstructive and non-obstructive HCM phenotypes. Based on current enrollment trends, he said the company continues to anticipate top-line data in the first quarter of 2027. → Light Speed Returns: Corning Cashes In on NVIDIA Growth Gra...

Prothena Corporation PRTA reported first-quarter 2026 adjusted earnings per share (excluding restructuring costs) of 52 cents. The Zacks Consensus Estimate was a loss of 31 cents per share. In the year-ago quarter, the company had incurred a loss of $1.12 per share. The bottom line was boosted by higher revenues resulting from a milestone payment from Novo Nordisk NVO. Revenues totaled $51.1 million compared with $2.8 million in the year-ago quarter. The top line primarily comprises collaboration revenues and milestone payments. First-quarter 2026 revenues were primarily driven by a $50.0 million milestone payment from NVO tied to the ongoing late-stage study of coramitug, along with collaboration revenues from Bristol Myers Squibb BMY related to the partial fulfillment of the company’s phase I study obligations for PRX019. Prothena’s shares have gained 10.1% in the year so far against the industry’s decline of 0.2%. Image Source: Zacks Investment Research Research and development (R&D) expenses decreased 75.2% to $12.6 million from $50.8 million in the prior-year period, primarily driven by lower clinical trial, personnel, manufacturing and consulting expenses. General and administrative (G&A) expenses decreased 28% to $12.7 million from $17.6 million in the year-ago period, mainly due to lower consulting and personnel expenses. As of March 31, 2026, Prothena had $330.3 million in cash, cash equivalents and restricted cash, compared with $308.4 million as of Dec. 31, 2025. The company had no debt at the end of the first quarter. Prothena Corporation plc price-consensus-eps-surprise-chart | Prothena Corporation plc Quote Prothena lowered its guidance for full-year 2026 net cash used in operating and investing activities to $18-$23 million from $50-$55 million. The company now expects to end 2026 with approximately $273 million in cash, cash equivalents and restricted cash at the midpoint, up $18 million from the previous midpoint guidance of $255 million. The improved cash outlook was primarily driven by the milestone payment from Novo Nordisk tied to the advancement of coramitug, partially offset by approximately $15 million used for share repurchases through April 30, 2026, liabilities related to discontinued programs and increased investment in preclinical programs. The updated outlook for net cash used in operating and investing activities is primarily b...

FDA accepted apitegromab Biologics License Application (BLA) for treatment of children and adults with spinal muscular atrophy (SMA) with September 30, 2026 Prescription Drug User Fee Act (PDUFA) action date Accepted apitegromab BLA includes two fill-finish facilities, Catalent Indiana LLC (part of Novo Nordisk), and a second U.S.-based facility FDA has completed reinspection of Catalent Indiana; classification of facility expected within 90 days following reinspection, in accordance with FDA guidelines Second fill-finish facility on track to have commercial apitegromab supply in early Q3 2026 Scholar Rock is prepared for U.S. apitegromab launch immediately upon FDA approval, which may be granted at any time through September 30, 2026 Cash, cash equivalents, and marketable securities of $480 million as of March 31, 2026; includes an additional $100 million in debt and $98 million in net cash proceeds from the Company’s at-the-market (ATM) program Management to host a conference call today at 8:00 a.m. ET CAMBRIDGE, Mass., May 07, 2026--(BUSINESS WIRE)--Scholar Rock (NASDAQ: SRRK), a global biopharmaceutical company dedicated to improving the lives of children and adults with spinal muscular atrophy (SMA) and additional rare, severe, and debilitating neuromuscular diseases by applying its leading platform in myostatin biology to advance musculoskeletal health, today reported financial results for the first quarter ended March 31, 2026, and provided an update on recent company developments. "With the FDA’s acceptance of our apitegromab BLA, we have achieved another critical milestone as we work with urgency to deliver on our mission to bring the world’s first muscle-targeted treatment to the SMA community," said David L. Hallal, Chairman and Chief Executive Officer of Scholar Rock. "We are grateful for the FDA’s continued high level of engagement, and we are pleased that important progress continues to be made at both of our fill-finish facilities. Our U.S. commercial team stands ready to launch apitegromab on or at any time prior to the September 30th PDUFA date." Mr. Hallal continued, "Our balance sheet is strong, our clinical-stage pipeline continues to advance, and we are poised, now more than ever, to usher in the next phase of innovation for patients with SMA." Business Highlights and Upcoming Milestones Apitegromab Apitegromab is an investigational full...