PM-MCP (Portfolio Management MCP Server)

--- type: market date: '2025-11-04' theme: Healthcare GLP-1 queries: - Healthcare GLP-1 stocks - Healthcare GLP-1 demand - Healthcare GLP-1 regulation --- # Healthcare GLP-1 Theme Snapshot **Date**: 2025-11-04 **Tickers**: LLY, NVO, AMGN ## Summary Condensed news and ranking for Healthcare GLP-1. ## News (Condensed) - The Investor's Guide to Buying GLP-1 Stocks - The Motley Fool | The Motley Fool | https://news.google.com/rss/articles/CBMic0FVX3lxTE9VcFpyNTRwQnZmSXFLRFNHbE5JYXcycXluaEN0NEVWMEc5ODRncUhVRFg1djF6NXkwdVhHRmJyTlE2YVBaRTZfSGVQdHY4d0t3ZmNRNlhwRDZhUjBWVmZwUHV1d0VZTjVkeGNKU3dLaGFEaE0?oc=5 - 2 Healthcare Stocks for Individual Investors With a 30-Year Time Horizon - The Motley Fool | The Motley Fool | https://news.google.com/rss/articles/CBMilwFBVV95cUxOR3BnZHU1LVZUSjhtN0JKR3FJcnBsTzBtbXFjUU0tZF9rNVBkcTdCOUh0OFh5b3kzM3B3U2hUbVhLdEdZNVNXd2xvd1FFeTNta1FrYkMtZGZQTWplWmNJS2hlUVg1U21vQ1QydG5lUTJnb01lSmMtV3VkWHhNZVBPTms4RnFUQ1RBWDBmWGp1OUJHUUJQdzJ3?oc=5 - Eli Lilly says weight-loss pill a candidate for speedy approval under new US program - Reuters | Reuters | https://news.google.com/rss/articles/CBMi4AFBVV95cUxNNkZCYzAwUmlkN2JTejhTckFMcFhaUEkxZjJLSVlFX3dqWEVWd3Vpa3VTUHlJdUFnMXh0bmRvRFJ6c1NoY0loSEpZVFBFcTFtTjNxalFtZW5oc09OS3NZckpmZlRoM0RBTEpRZ2tERnJpLVM2M2ZsNXI1RUduUWV6R2hEb1E0elhRV010ZlhlcW1xN3Qxb2VfY25XZWpENVhjMkxEcGdickcwd2xTMkktcFNBTk5VVHVNSEJKcWJYbHVCb1lTMFY5YkpUbEkwYl9SNGg2WVRDNzdyNmdMaFNSbQ?oc=5 ## SEC Filings (Condensed) - 10-Q | 2025-10-30 | 10-Q | https://www.sec.gov/Archives/edgar/data/59478/000005947825000254/lly-20250930.htm - 8-K | 2025-10-30 | 8-K | https://www.sec.gov/Archives/edgar/data/59478/000005947825000251/lly-20251030.htm - 8-K | 2025-08-20 | 8-K | https://www.sec.gov/Archives/edgar/data/59478/000119312525184093/d929636d8k.htm - 10-Q | 2025-08-06 | 10-Q | https://www.sec.gov/Archives/edgar/data/318154/000031815425000056/amgn-20250630.htm - 8-K | 2025-08-05 | 8-K | https://www.sec.gov/Archives/edgar/data/318154/000031815425000054/amgn-20250805.htm - 8-K | 2025-05-27 | 8-K | https://www.sec.gov/Archives/edgar/data/318154/000095017025077233/amgn-20250523.htm ## Scores | Ticker | Base | Dip bonus | Total | |---|---:|---:|---:| | NVO | 0.525 | 0.060 | 0.585 | | LLY | 0.562 | 0.013 | 0.575 | | AMGN | 0.412 | 0.020 | 0.433 | ## Factor Evidence | Ticker | Sector | PE | PB | EPS | ROE | RevG | ProfitM | Mom(3/6/12) | Event | |---|---|---:|---:|---:|---:|---:|---:|---:|---:| | NVO | Healthcare | 12.755845 | 1.2984163 | 3.85 | 0.79168 | 0.129 | 0.35606 | 0.082/-0.259/0.000 | 0.500 | | LLY | Healthcare | 43.861546 | 33.754898 | 20.44 | 0.9647 | 0.539 | 0.30986 | 0.204/0.162/0.000 | 0.500 | | AMGN | Healthcare | 24.207516 | 21.47257 | 12.24 | 0.99139 | 0.094 | 0.18956 | 0.049/0.114/0.000 | 0.500 |