This week, medicine makers were guessing when President Trump threatened to impose a tariff of up to 250 % on imported drugs. The news rocked the health care sector, which decreased by 2.74 % during the past five days, which doubles its struggles this year, which led to its loss by 5.13 % – the worst among all the 11 S&P 500 sectors.
Novo Nordisk a/s today
Novo Nordisk A/S.
As of 08/8/2025 03:59 pm
- 52 weeks
- 45.05 dollars
▼
139.74 dollars
- Profit
- 3.21 %
- P/E ratio.
- 14.03
- The target price
- 93.67 dollars
On the individual level, some large pharmaceutical companies have seen more pain than others. Novo Nordsk NYSE: NVOThat was reported to be disappointing profits on August 6, decreased by 5.79 % during the past five days before recovering on the weak experience of Eli Lily New York: Li. Experimental birth control pills for the experimental weight loss of the last company decreased, as the shares were sent almost 11 % during the same period with the help of Novo Nordisk to recover from a profitable suburb and announce the Trump tariff.
But for investors purchase and celebrations looking for a healthcare sector, these two shares are still ready to win from the long-term back winds presented by the Trump administration recently.
MEDICARE and MEDICAID Plan Trump
While the threat of customs tariffs is real, investors in the long run may want to look at short -term fluctuations. The recently announced Trump administration initiative can be a change for games for both companies.
On August 1, reports indicating that the Trump administration was testing a plan to cover expensive weight -loss drugs such as Mounjaro and OzemPic under medical care and medicaid. The program, led The Innovation Center for Medical and Medical Care (CMMI) – is scheduled to be a branch of medical care and medical services (CMS) – It was launched in April 2026 for Medicaid and January 2027 for Medicare.
This plan will greatly expand the arrival of the Americans to anti -obese drugs, including those who are currently unable to bear the signs of their prices. Wegovy and Zepbound, for example, cost about $ 1,000 per month before insurance, which carries strict civil standards.
If the plan comes out, it will be so A tremendous blessing for Elie Lily And novo nordisk. Currently, it covers many health insurance plans, as well as medical care, GLP-1 treatment for diabetes. The use of these medications is excluded to treat obesity. In addition, the medical aid coverage of obesity and treatments varies on the basis of each case separately.
But according to CMS, if the Trump administration plan begins in the fruits, it will allow Medicare Part D software and government media programs voluntarily to cover Mountaro, Zepbound, OzemPIC and Wegovy not only for diabetes treatments, but also to manage weight loss as well.
NVO and LLY: Anti -Obesity Pillars
Elie Lily and Partners today
Elie Lily and Partners
As of 08/8/2025 03:59 pm
- 52 weeks
- 623.78 dollars
▼
972.53 dollars
- Profit
- 0.96 %
- P/E ratio.
- 40.86
- The target price
- 984.41 dollars
Despite Elie Lili’s recent problems, when the company reported the second quarter profits on August 7, it was very clear to investors that it had placed herself alongside Novo Nordsek as two world remedies in the world to treat the Glp -1, which resembles the Glucagon. The company won the profits while walking for long distances in its directives for 2025 and announced the strong demand for anti -population drugs, Mounjaro and Zepbound.
Meanwhile, NOVO Nordisk was barely absent from revenue, as it recorded $ 11.95 billion compared to the expectations of analysts of $ 11.97 billion, while reporting profits per share of 93 cents compared to the expectations of analysts of 95 cents. However, in those things that were mistaken, I lost the sales of diabetes drugs Ozimbish and saved drugs. Increased sales in the second quarter by 16 % From the family period.
These companies together have a memorial in the GLP-1 space, similar to Coca-Cola New York: Co And pepsico Nasdak: Pep In drinks or home warehouse Nyse: hd And Loui New York: low In improving the house.
It is increasingly clear that despite their recent issues, Novo Nordisk and Elie Lily have established themselves as two main pillars for the anti -diabetes and diabetes drug industry. Thanks to the current management of GLP-1 in Medicare and Medicaid plans, the two companies are placed to see more sales gains from leading drugs.
The future of the market for losing bright weight
Zoom, the anti -obesity industry is already subject to explosive growth. According to Grand View Market Research and Consulting Research, Global weight loss drugs market It is expected that it will be subject to an annual optimal growth rate of 31.66 % from 2024 to 2030.
However, this market is dominated by North America, which is currently 37.67 % of the revenue share. In the United States, The size of the anti -population drug market is already 6.62 billion dollarsAnd it is expected to reach $ 7.13 billion by 2030.
Elie Lily and Nofu Nordisk may decrease by 14.49 % and 44.22 %, respectively, this year, but if the Trump program for medical and medical care is rooted, this may be a motivation to reflect the wealth of adult medicine makers this year. It would be wise for value investors looking for an opportunity to buy in the health care sector from wise to keep both shares on the monitoring lists.
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