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HealthTap partners with Eli Lilly to expand online diabetes care

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HealthTap, a U.S. telehealth provider, will join Eli Lilly’s digital healthcare platform LillyDirect to deliver virtual diabetes management services nationwide. The collaboration will give diabetic patients direct access to HealthTap’s primary care physicians, who will oversee treatment, lab reviews, and preventive care tailored to each patient’s needs.

HealthTap’s care model emphasizes continuity with one doctor, allowing long-term, personalized management of chronic conditions like diabetes. CEO Sean Mehra said the partnership leverages Lilly’s growing online presence: “As Lilly markets its website as a destination for consumers, we get to tap into it in a very relevant way.”

The move comes amid surging demand for GLP-1 diabetes and obesity drugs, a market dominated by Lilly and Novo Nordisk. Telehealth providers, pharmacies, and pharmaceutical firms are increasingly teaming up to offer direct-to-consumer digital health services.

Earlier this year, primary care firm knownwell joined LillyDirect to offer similar weight and metabolic health programs. Lilly has also broadened the platform to include telehealth partners for Alzheimer’s care, signaling its ambition to build a one-stop digital health ecosystem.

By joining LillyDirect, HealthTap strengthens its foothold in the rapidly expanding telemedicine and chronic disease management market, as patients increasingly seek accessible, ongoing digital care options.

SAP Overtakes Novo Nordisk as Europe’s Largest Company by Market Capitalization

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German software giant SAP has surpassed Danish healthcare company Novo Nordisk as Europe’s largest company by market capitalization. As of 0900 GMT on Monday, SAP’s market cap stood at $340 billion, edging out Novo Nordisk, according to Reuters’ calculations using LSEG Workspace data.

SAP, Europe’s leading software maker, specializes in business application software, serving various industries in functions like finance, sales, and supply chain management. Its growth is largely attributed to optimism surrounding its cloud business, with expectations that it will benefit significantly from recent investments in generative artificial intelligence. Despite a 7% increase in SAP’s stock price in 2025, which lags behind the broader European STOXX 600 index’s 8.3% rise year-to-date, the company has posted a remarkable 160% total return since the end of 2022, far outpacing the STOXX 600’s 28% performance.

In contrast, Novo Nordisk has seen recent underperformance, especially after disappointing trial results from its experimental obesity drug, Cagrisema. The healthcare company had previously surpassed luxury goods giant LVMH in September 2023 to become Europe’s largest company but has since struggled to maintain that lead.

Novo Nordisk Expands AI Partnership with Valo Health for Obesity Drug Development

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Novo Nordisk, the Danish pharmaceutical giant, has announced an expansion of its partnership with U.S.-based tech firm Valo Health to develop new treatments for cardiometabolic diseases, including obesity, using human data and artificial intelligence (AI).

The expanded collaboration follows a recent setback for Novo, as its weight-loss drug candidate CagriSema underperformed in trials, falling short of expectations. This comes as Novo seeks to develop a more potent weight-loss treatment to rival Eli Lilly’s Zepbound, a competitor in the obesity drug market. Both companies are also exploring the broader health benefits of their obesity treatments, as they look to expand their utility beyond weight loss. Analysts predict the obesity drug market could be worth $150 billion within the next decade.

Originally announced in September 2023, the partnership between Novo and Valo aimed to develop up to 11 drugs. With the new agreement, the scope has broadened, with plans to discover and develop up to 20 new treatments for obesity, type 2 diabetes, and cardiovascular diseases.

Under the terms of the expanded deal, Valo Health stands to receive up to $190 million in near-term payments, along with potential milestone payments totaling about $4.6 billion. The original agreement entitled Valo to up to $2.7 billion in milestone payments.