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TacticzHazel - Value Investing @TacticzH on x 14.7K followers
Created: 2025-07-28 13:23:06 UTC
5/ Competitor - Eli Lilly This huge addressable market opened up the doors for a strong competitor: Eli Lilly.
$LLY has been gradually taking market share from $NVO. Both Mounjaro and Zepbound, which were the main contributors to $LLY's rise, have grown 250%+ since their releases.
Eli Lilly also recently released results on its new oral weight-loss pill, orforgliprone. In a study, patients taking the pill lost an average of XXX% of their body weight in about XX weeks.
$NVO has not been sitting idle, they are working on Oral Semaglutide as well. Novo Nordisk is pushing for approval of this oral Wegovy version, with an FDA decision expected in Q4 2025.
Results are very positive, with a XX% weight loss after 64weeks on a 50mg dose, and XXXX% on a 25mg dose.
The race is on for market dominance in the pill format.
XXXXX engagements
Related Topics lly $llys $lly investment eli lilly stocks healthcare $nvo