The split in outlook underscores Lilly's strong position in the obesity market, underpinned by more effective drugs and its direct-to-consumer sales strategy.
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It’s a tale of two drugmakers in the red-hot obesity drug market.
Both Novo Nordisk
and Eli Lilly
are grappling with lower prices in the U.S., but their 2026 outlooks are diverging sharply: While Novo is bracing for a sales decline, Lilly sees revenue jumping again thanks to its blockbuster medicines.
Lilly shares rose more than 4% Monday, while rival Novo Nordisk tanked.
The results come as Eli Lilly works to maintain its edge over Novo Nordisk in the booming market for a class of obesity and…
The Danish drugmaker kicked off 2026 with its explosive obesity pill launch, but recent challenges have centered around…
Eli Lilly and Novo Nordisk are preparing to take their rivalry to the next frontier of weight-loss medication: pills.
Eli Lilly's fourth-quarter earnings come as it tries to maintain its advantage over Novo Nordisk in the GLP-1 market.
Thanks to its “best-in-class” status, the bank believes the company will be the winner from a growing GLP-1 patient base.
