Eli Lilly announced promising mid-stage trial results for EloraTZP, a new obesity drug that led to up to 23.3% weight loss in overweight or obese type 2 diabetes patients after 48 weeks, outperforming Novo Nordisk's tirzepatide alone. The drug also significantly reduced blood sugar levels but had higher treatment discontinuation due to side effects. Lilly plans phase III trials by the end of 2026 to improve tolerability and confirm results. This intensifies competition in the obesity drug market, potentially pressuring Novo Nordisk's next-generation treatments.
As of Oct 02, 2026 14:02 WIB, Novo Nordisk (NVO) trades at USD 37.41, near its 52-week low of USD 35.29 and far from its 52-week high of USD 63.98, showing limited price movement with a 1-day change of +0.03%. In contrast, Eli Lilly (LLY) stands at USD 1,151.37, closer to its 52-week high of USD 1.28K than its low of USD 799.57, with a flat 1-day change of -0.00%. Despite the competitive pressure from Eli Lilly's new obesity drug data, investor activity on Pluang shows more selling interest in Novo Nordisk (60% Sell) compared to a more balanced sentiment for Eli Lilly (52% Sell).
Novo Nordisk's analysis of real-world data shows that patients who switched from obesity injections like Wegovy or Lilly's Zepbound to Novo's new Wegovy pill continued to lose weight, shedding about 4% of their body weight on average after three mont...
Eli Lilly is growing faster than any other large drugmaker, driven by strong sales of Mounjaro and new FDA approvals for cardiovascular risk reduction and insulin products. The company plans to seek approval for retatrutide in early 2027, a drug show...
