Keep pulling the thread on Evan Seigerman.
Novo Nordisk's oral GLP-1 pill received regulatory approval in late 2025.
Merck & Co.'s blockbuster drug Keytruda is facing a future loss of market exclusivity (LOE) due to patent expiration.
The strong performance of the pharmaceutical sector in the second half of 2025 was driven by companies successfully engaging with the government administration to ensure market access for their products.
Evan Seigerman believes the U.S. Food and Drug Administration (FDA) is currently disorganized, creating uncertainty for the pharmaceutical industry.
Evan Seigerman believes the obesity drug market is a durable, long-term investment category.
Evan Seigerman predicts that increased regulatory clarity from the U.S. Food and Drug Administration (FDA) would likely drive positive stock performance for smaller biotech companies.
BMO Capital Markets holds a positive investment rating on Eli Lilly.
BMO Capital Markets holds a neutral investment rating on Novo Nordisk.
Evan Seigerman is skeptical that the recent approval of Novo Nordisk's oral obesity pill will be sufficient to improve the company's stock performance.
Evan Seigerman asserts that Eli Lilly is executing exceptionally well on its business strategy.
Evan Seigerman predicts an increase in M&A activity within the obesity drug sector, driven by a scarcity of high-quality assets.
BMO Capital Markets recently upgraded its rating on Merck & Co. shares to "outperform".