Health Care Roundup: Market Talk

The latest Market Talks covering the Health Care sector. Published exclusively on Dow Jones Newswires at 4:20 ET, 12:20 ET and 16:50 ET.

1203 ET – Eli Lilly shouldn’t face much risk from the possibility that Indian suppliers could sell cheap generic GLP-1 drugs in the U.S. and Europe beginning in 2031, UBS analysts write in a note. Their analysis of the supply chain suggests that Indian suppliers will be structurally capped at a 25% to 30% share of the global market for first-generation GLP-1s, facing delivery pen and fill/finish supply constraints. By the time Indian generics are on the market, the analysts write, most demand will have turned to improved next-generation GLP-1s. “We think LLY can beat numbers and has upside bias to consensus earnings estimates,” the analysts write. “Much better and newer products will be available for consumers that will prefer higher efficacy/lower side effects.” ([email protected])