Pharma Investments
3 articles on Pharma Investments, written by Shotlee and medically reviewed for clinical accuracy.
PPH ETF: Drug Pricing Policy & Eli Lilly Risks in 2026
The VanEck Pharmaceutical ETF (PPH) offers broad pharma exposure but faces headwinds from U.S. drug pricing reforms and heavy Eli Lilly weighting. Down 8% in the past month despite 15% one-year gains, PPH's diversification is tested. Key risks include MFN pricing deals and GLP-1 competition.
5 min read
Novo Crash Cuts Wegovy Maker Shareholder Assets by a Third
Novo Nordisk A/S's dramatic stock slump has reduced controlling shareholder Novo Holdings' assets by about a third to 694 billion Danish kroner ($108 billion). Facing cheaper copycats and Eli Lilly rivalry, the Wegovy maker confronts steep sales declines. Despite challenges, the fund posted 9% returns.
5 min read
Ireland's Each-Way Bet on Wegovy and Mounjaro Rivals
A spectacular backfire in Novo Nordisk's head-to-head trial against Eli Lilly's Mounjaro has widened the gap in the weight loss drug race, yet Ireland stands to gain from both giants. With billions in investments, thousands of jobs, and massive tax revenues, the Republic is placing an each-way bet on Wegovy and Mounjaro. This economic tie underscores pharma's pivotal role in Ireland's prosperity.
6 min read