Eli Lilly reported third-quarter revenue of $24.4 billion, beating Wall Street's $22.7 billion consensus as diabetes and obesity drugs Mounjaro and Zepbound exceeded forecasts. The company raised its full-year revenue guidance to $91 billion-$92 billion from $85 billion-$87 billion previously, and its shares rose as much as 9%. The results eased concerns about Medicare's Bridge program and changing weight-loss drug pricing, although Foundayo and Taltz missed expectations. Novartis posted third-quarter sales of $14.5 billion and slightly raised its 2026 outlook despite setbacks for pelacarsen and del-desiran that erased nearly 15% from its shares and led to a $1.9 billion write-off. GSK reported 5% sales growth and reaffirmed its full-year outlook, but its shares fell 5% as vaccine weakness, soft Exdensur sales and uncertainty around its HIV pipeline weighed on investors.