Novo Nordisk has regained competitive ground in the obesity market with the strong launch of its Wegovy pill, which outperforms Eli Lilly's Foundayo in new prescriptions due to better weight loss results and fewer drug interaction limits. Despite recent setbacks, Novo Nordisk is advancing promising late-stage drug candidates aiming to compete with Eli Lilly's future products by the early 2030s. Both companies are expected to dominate obesity and diabetes markets through at least the mid-2030s, as no other competitors currently offer disruptive innovations in this space.
Deutsche Bank downgraded Novo Nordisk shares from 'hold' to 'sell', cutting the target price by 9% due to concerns over midterm growth and pipeline setbacks. The downgrade follows a mixed Q2 update and highlights worries about limited Medicare prescr...
In Q2 2026, Eli Lilly reported a strong 48% revenue growth driven by blockbuster obesity drugs Mounjaro and Zepbound, especially with rapid international expansion. Novo Nordisk faced challenges including shrinking U.S. sales, price cuts, layoffs, an...
Eli Lilly has introduced Foundayo, an oral GLP-1 pill for weight loss and type 2 diabetes, in UK pharmacies following recent approval. This tablet offers a convenient alternative to injections and is licensed for adults with certain BMI criteria or w...
Novo Nordisk's stock appears to have formed a long-term bottom as its turnaround gains momentum, with losses in market share to Eli Lilly stabilizing. Trading at just over 15 times forward earnings, the stock is valued at about half of Eli Lilly's mu...
