Gotrade News - Three large pharma names, Teva (TEVA), Novo Nordisk (NVO), and Eli Lilly (LLY), are in focus this week. Motley Fool published three separate analyses on Sunday, April 27, covering the investment thesis behind each stock.
Teva continues its Pivot to Growth strategy announced in 2023, shifting from generics toward branded medicines. Full-year 2025 revenue reached $17.3 billion, up 4% year-on-year, with generics still contributing 54% of the mix.
--- - Teva's Austedo posted $2.3 billion in 2025 sales, up 34%, anchoring its pivot to branded therapies. - Novo Nordisk announced an OpenAI partnership on April 14 to accelerate AI-driven drug development. - Eli Lilly is acquiring Kelonia Therapeutics for up to $7 billion to expand its gene-therapy platform. ---
Austedo, Teva's blockbuster for movement disorders, grew the fastest with a 34% rise in 2025. Ajovy for migraine grew 3% to $673 million, while Uzedy in psychiatry surged 63% to $191 million.
Analyst consensus for Q1 revenue stands at $3.79 billion or a 3% decline from the same period last year. The Q1 EPS estimate is $0.46, down 12% from the year-ago quarter.
Motley Fool recommends waiting for Wednesday's earnings release to find a better entry point. The 2027 estimates of $17.2 billion in revenue and $3.13 EPS are viewed as conservative.
Novo Nordisk's pivot toward artificial intelligence marks a new chapter against rising competition from Eli Lilly. The OpenAI partnership targets faster development for diabetes and obesity therapies.
CEO Mike Doustdar emphasized integrating Novo's extensive clinical trial data for AI analysis. Pipeline names include Amycretin in Phase 3 for diabetes and obesity, plus UBT251 for weight loss.
Etavopivat, a Phase 3 candidate for sickle cell disease, shows strong data and broadens the pipeline. NVO trades at $41.19 with a buy recommendation for patient long-term investors.
Eli Lilly highlights diversification beyond weight-loss therapy as its main edge. Verzenio in oncology posted $5.7 billion in sales, up 8%, while Taltz in immunology delivered $3.6 billion.
LLY's emerging blockbusters include Ebglyss for eczema, Jaypirca for cancer, and Kisunla for Alzheimer's. Each candidate could exceed $1 billion in annual sales over the coming years.
The Kelonia Therapeutics acquisition worth up to $7 billion strengthens LLY's gene-therapy footprint. Earlier deals included Verve Therapeutics, Centessa Pharmaceuticals, and Scorpion Therapeutics for neuroscience and oncology.
LLY's market cap reaches $835 billion at a price of $868.48 with a gross margin of 83%. The 0.7% dividend yield reflects a still growth-led profile rather than a payout focus.
For retail investors, the three names offer distinct theses, namely a turnaround, an AI partnership, and therapeutic diversification. Exposure to TEVA, NVO, and LLY is accessible through the Gotrade app with more than 4,000 US tickers.
