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Eli Lilly surges with tirzepatide growth; Novo Nordisk faces declines and job cuts amid pricing pressures

Company Fundamentals
10 Apr 2026
24/7 Wall Street
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Neutral
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Eli Lilly reported a strong Q4 with $19.29 billion revenue, driven by tirzepatide products Mounjaro and Zepbound, showing over 100% growth despite price pressures. Novo Nordisk saw a 7.6% revenue decline, job cuts, and warns of future pricing challenges, relying on its new Wegovy pill to stabilize sales. Lilly’s oral drug orforglipron, outperforming competitors in trials, may further pressure Novo’s market share if approved in 2026. Investors see Lilly as a growth leader with a premium valuation, while Novo appeals to value investors amid structural headwinds and a strong dividend yield.

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