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Don Dividendo @YieldYielder on x XX followers
Created: 2025-07-23 17:23:50 UTC
A Huge Market Still in Early Stages
The market for GLP-1–based drugs targeting obesity and diabetes is expected to reach $XXX billion in the coming years. With U.S. penetration currently at just 2–3%, there’s still significant room for growth.
This isn’t a passing trend — it marks a structural change in how chronic diseases are treated, and we’re only at the beginning.
Eli Lilly $LLY is emerging as the clear leader over Novo Nordisk $NVO, backed by superior growth and execution:
XX% share of new prescriptions (NRx) vs. XX% for Novo
XX% year-over-year growth in prescriptions, compared to just X% for Novo
$XXX billion in Q2 2025 sales from Mounjaro and Zepbound — XX% above analyst expectations
This performance reflects Lilly’s strength in both product development and market
Lilly has built an extensive manufacturing infrastructure capable of producing around XXX million prescriptions annually — enough to serve XX million patients. This scale positions the company to meet accelerating demand in a way few others can.
Through its Lilly Direct platform, the company offers all dosages of Zepbound for $499/month or less. This undercuts Novo’s pricing on Wegovy, making Lilly’s offering more attractive to both patients and insurers. It’s a smart move that supports both access and market share gains.
While Lilly is actively developing next-generation GLP-1 treatments, Novo has run into several clinical disappointments:
CagriSema produced weaker-than-expected weight loss results
Semaglutide for NASH failed to improve fibrosis outcomes
Alzheimer’s drug program remains clinically unproven and high-risk
These setbacks may hurt Novo’s perception as an innovator, especially as Lilly continues to show strength across its pipeline.
Valuation Compression = Potential Upside
Despite strong business momentum, $LLY has experienced multiple compression over the past year — mostly due to rapid EPS growth without a corresponding rise in share price. The stock underperformed by ~30% versus the S&P XXX and ~8% versus the healthcare sector. For investors, this may represent an attractive entry point.
Final Thoughts
Eli Lilly is proving itself as a front-runner in one of healthcare’s fastest-growing sectors. With unmatched scale, disciplined pricing, a robust pipeline, and solid execution, the company is well-positioned to continue delivering for both patients and shareholders.
XX engagements
Related Topics $lly marks drugs eli lilly stocks healthcare