BofA sees limited impact to Eli Lilly’s franchise from Novo’s GLP-1 price update

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Wed, February 25, 2026 astatine 9:41 AM CST 1 min read

BofA says that today’s announcement that Novo Nordisk (NVO) plans to slash GLP-1 database prices offers a flashy headline, but successful the firm’s presumption the update is improbable to person immoderate worldly interaction connected the U.S. market. BofA sees today’s determination arsenic an effort to trim copay/coinsurance costs to patients successful settings wherever that fig is calculated of list/WAC price. More broadly, the steadfast thinks it’s just for investors to wonderment if/when commercialized reimbursement of GLP-1’s could go much commonplace, with BofA transmission checks suggesting this whitethorn may hinge connected convergence of PBM terms and user currency price. Taken successful aggregate, the steadfast sees constricted interaction to Eli Lilly’s (LLY) GLP-1 franchise fixed nary wide denotation Novo is moving much aggressively connected little nett pricing successful the commercialized security channel, greater anticipated publication from currency wage and U.S. authorities channels which are unimpacted by today’s update. BofA maintains a Buy standing connected Eli Lilly.

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