Eli Lilly and Viking Therapeutics both operate in the high-growth field of obesity drugs. This market is forecast to reach almost $100 billion by the end of the decade.
Novo Nordisk was excessively punished by the market, trading at a significant discount to Eli Lilly despite robust fundamentals and global leadership in metabolic disease. NVO's global infrastructure, especially outside the U.S., and its oral GLP-1 program position it for long-term relevance as obesity pharmacotherapy expands worldwide. Recent valuation divergence was more amplified by retail-d...
Eli Lilly's oral GLP-1 candidate, orforglipron, won't earn approval as fast as the company expected. Meanwhile, a notable competitor is making headway in this market.
Eli Lilly is at the forefront of the GLP-1 weight loss drug market. The company's leading position is already being tested by Novo Nordisk's GLP-1 weight loss pill.
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