Amazon Just Put the Biggest Trade of the Decade on the Wrong Side—and Big Pharma Is Paying for It
By Phil Rosen
Published on April 22, 2026.
The biggest pharma trade of the decade is being negatively impacted by Amazon's new direct-to-patient GLP-1 pricing, which has resulted in a decrease in sales of Novo Nordisk and Eli Lilly. While Amazon is up by 10% this year, the two companies have seen significant declines in their shares. The company's new pricing strategy allows for same-day delivery in nearly 3,000 cities and increases the cost of the product.
Related Articles
Airbnb is in the middle of a big overhaul. Wells Fargo says it's time to buy the stock
Airbnb's recent turnaround is driving a significant share increase, with Wells Fargo upgrading its overweight rating to overweight from equal weight, and raising its price target to $178.
Mortgage rates sink again, and home buyers jump back in
Mortgage rates dropped for the third week, boosting homebuyers and potential buyers, with applications up 7.9% in a week.
What Applebee’s, IHOP, and Formula 1 Get Right About Branding
Brand awareness and uniqueness are crucial for success, particularly in terms of meaningfulness, loyalty, and revenue, as well as perceived, according to Bera.ai's research.