KEDI Global Obesity Care Industry Top 2+ Index

Q1 2026 earnings release is scheduled for 2026-05-27. Medium importance estimated as earnings releases for high-growth companies typically result in ≥5% price movement. Analysts forecast EPS of approximately $2.93 forecasted.

High importance estimated as earnings releases for major pharma often result in >10% price movement. Q1 2026 earnings release scheduled. Analysts forecast EPS of $0.87 and revenue of $11.35 billion forecasted.

Eli Lilly reported Q1 2026 revenue of $19.8 billion (+56% YoY) and non-GAAP EPS of $8.55, beating estimates. The company raised its full-year 2026 revenue guidance to $82-$85 billion, driven by strong sales of Mounjaro and Zepbound. This significant growth and guidance raise is estimated to result in a >10% price impact.

The U.S. FDA proposed removing tirzepatide, the active ingredient in Mounjaro and Zepbound, from the bulk drug substances list on 2026-04-30, restricting compounded versions. This regulatory protection of market share is estimated to result in a >10% price impact.

Reported Q1 2026 financial results, posting a GAAP Loss per Share of $1.72, which included a $3.62 per share charge from the acquisition of Cidara Therapeutics. Revenue grew 5% to $16.3 billion. The company raised its full-year 2026 guidance; high importance due to guidance raise and acquisition impact, market reaction expected.

High importance estimated as this regulatory change protects core revenue from competition, likely impacting price by >10%. The U.S. FDA proposed to exclude the active ingredients in key Novo Nordisk GLP-1 drugs from the bulk compounding list.

Amgen reported Q1 2026 results on April 30, 2026, with EPS beating analyst forecasts and revenue meeting expectations. This is expected to have a medium market impact (>=5%) due to strong financial performance and a guidance raise, expected.

On April 30, 2026, the company announced the closing of sale-leaseback transactions for five properties, generating approximately $200 million in gross proceeds. Medium importance is estimated as the $200 million liquidity event is a significant positive catalyst expected.

The company's stock reached a new 52-week low of approximately $137 on April 30, 2026, declining nearly 49% over the past year amid governance struggles and concerns over slowing growth.

Announced Q1 2026 financial results, reporting total revenue of $15.3 billion (up 8% at CER) and Core EPS of $2.58 (up 5% at CER), beating analyst expectations for revenue. The company reaffirmed its full-year 2026 guidance. Medium importance reflects the revenue beat and stable outlook.

Medium importance estimated as successful Phase 3 results for a significant therapy typically impact price by ~5%. Announced positive Phase 3 FRONTIER2 trial results for Denecimig in hemophilia A.

Announced the initiation of a Phase 3 trial (INVEST-HD) for votoplam in Huntington's disease on 2026-04-29, following encouraging mid-stage data showing a 52% reduction in disease worsening at the 10-mg dose.

The U.S. FDA's CDER proposed withdrawing the approval for Amgen's Tavneos on April 28, 2026, citing safety concerns and data manipulation. This is expected to have a high market impact (>=10%) due to the loss of a commercial product and regulatory risks, expected.

Amid a proxy fight with founder Chip Wilson, the company announced the appointment of Esi Eggleston Bracey, a former Unilever executive, to its Board of Directors, effective immediately on April 28, 2026.

Reported Q1 2026 earnings on 2026-04-28 with net sales of $13.1B (-1% USD) and core EPS of $1.99 (-13% USD), missing analyst expectations. The results were impacted by US generic erosion, though priority brands showed strong growth. Full-year guidance was reaffirmed.

Received U.S. FDA clearance and CE Mark approval for Ultreon 3.0 Software, an AI-powered coronary imaging platform, on April 28, 2026.

Announced that the U.S. FDA approved Breztri Aerosphere for the maintenance treatment of asthma in patients 12 years and older, making it the first single-inhaler triple-combination therapy approved for this indication in the US. Low importance as the market impact for supplemental indications is typically 1-5%.

Announced positive high-level results from the Phase III MIRANDA trial for tozorakimab, which showed a statistically significant reduction in exacerbations in patients with chronic obstructive pulmonary disease (COPD). Low importance as Phase III results for new indications typically see a 1-5% market reaction.

Announced on 2026-04-28 during its Q1 2026 earnings report that the FDA granted Breakthrough Therapy designation and priority review for ianalumab for the treatment of Sjögren's disease.

Low importance estimated as early-stage regulatory milestones typically impact price by ~1%. Obtained FDA Fast Track Designation for Coramitug, an investigational antibody for the treatment of ATTR amyloidosis.