Analysts Highlight Obesity Drugs and Sales Growth in Pharma Picks
Lilly’s tirzepatide and retatrutide featured alongside Gilead’s 6.8% revenue growth and a 35% rise in Sanofi’s Dupixent sales.

Stephen Ayers, Edmund Ingham and ALLKA Research selected pharmaceutical stocks tied to obesity-drug prospects, product sales and growth potential. Their picks included Eli Lilly and Company (LLY), Roche, Merck, Gilead and Sanofi.
The analysts highlighted Lilly’s tirzepatide and clinical-stage retatrutide as the GLP-1 market expands. Their discussion also noted the company’s increased full-year guidance. Roche was highlighted for its diversified business and obesity pipeline.
The analysts assessed Merck as a possible return-to-growth candidate despite Keytruda’s expected patent expiry. They also pointed to Gilead, where revenue grew 6.8% year over year and sales of key products rose 19.2%. Sanofi’s Dupixent sales increased 35% year over year.