Lilly vs Novo Nordisk. Why 2026 Could Redefine the Obesity Drug Market

GuruFocus
2025.12.22 14:23
portai
I'm PortAI, I can summarize articles.

The obesity drug market could shift from niche to mainstream by 2026, driven by oral GLP-1 pills from Novo Nordisk and Eli Lilly, and expanded government coverage. Novo's oral semaglutide may be approved soon, while Lilly's orforglipron targets a 2026 launch. Pills offer convenience and lower costs. A Medicare and Medicaid expansion could increase market reach. Analysts project a 30% market penetration, with potential revenue growth. Shareholders will watch approval timelines and market adoption closely.