Core Viewpoint - The global weight loss drug market is projected to reach at least $100 billion by 2030, growing sixfold from 2024, with Eli Lilly expected to surpass Novo Nordisk in market share by 2025 [3][4][6]. Market Overview - The weight loss drug sales are anticipated to grow significantly from 2024 to 2030, reaching at least $100 billion, which is 7% higher than previous analyses [4]. - The analysis includes a broader range of drugs and adjusts treatment duration and epidemiological assumptions, expanding the target patient population [4]. - By 2030, the estimated number of treated patients is approximately 24 million in the U.S. and 22 million in Europe [4]. Competitive Landscape - Eli Lilly is expected to increase its market share from 43% to 53% by 2030, while Novo Nordisk's share is projected to decline from 57% to 33% [6]. - The market will see the entry of up to 24 new weight loss drugs by the end of 2030, compared to only six currently available [6]. Drug Class Insights - GLP-1 injection formulations are expected to dominate the market, with sales projected to reach approximately $81 billion from 2024 to 2030 [8][11]. - The sales peak for Eli Lilly's Zepbound/Mounjaro is expected to reach $40 billion, while Novo Nordisk's Wegovy is projected to peak at $20 billion [8][11]. Future Projections - By 2035, the weight loss drug market could grow to $167 billion, with a peak of $171 billion expected by 2036 [4]. - New GLP-1 injection drugs are anticipated to launch starting in 2026, with significant sales potential for drugs like Novo Nordisk's Cagrisema and Eli Lilly's Retatrutide [11].

Group 1 - Eli Lilly & Company is recognized as one of the most active stocks to buy, with a Buy rating and a price target of $895 from UBS following positive Phase 3 trial results for its obesity treatment [1][2] - The ATTAIN-2 trial results for orforglipron show efficacy comparable to Novo Nordisk's Wegovy, indicating a more optimistic commercial outlook than previously anticipated [2] - UBS maintains a peak sales forecast of $15 billion for orforglipron, pending full data presentation at the European Association for the Study of Diabetes (EASD) [3] Group 2 - Eli Lilly & Company is a major global pharmaceutical company, established in 1876, that develops, manufactures, and distributes a wide range of drugs [3]

Investment Rating - The industry rating is maintained at "Outperform" [1] Core Insights - The weight loss market is rapidly expanding, with over 2.6 billion people affected by overweight/obesity globally in 2020, projected to exceed 4 billion by 2035 [2][11] - GLP-1 receptor agonists are becoming the focus in diabetes and obesity treatment, with Novo Nordisk and Eli Lilly leading the market [2][18] - The evolution of oral administration methods is expected to accelerate market growth, with a shift towards oral GLP-1 products [2][29] - The development of oral GLP-1 drugs faces challenges, particularly regarding safety and efficacy, which may impact market dynamics [3][12] - Data discrepancies in multinational corporations (MNCs) are likely to accelerate business development (BD) opportunities for domestic drug manufacturers [3][5] Summary by Sections Weight Loss Market Expansion - The weight loss market is continuously expanding, with Novo Nordisk and Eli Lilly competing for market dominance [4][19] - The global obesity issue is worsening, with significant increases in obesity rates expected in both adults and children by 2035 [11][12] Focus on Oral Administration - There is a growing interest in oral formulations, with multiple significant transactions occurring as MNC pipeline expectations diverge [5][22] - Oral GLP-1 drugs are seen as a key area for future development, with several candidates in various clinical stages [25][35] Pipeline and Development Opportunities - The pipeline for oral GLP-1 drugs is rich, with a focus on both oral peptides and small molecules [33][35] - Key players in the oral small molecule space include Eli Lilly and Pfizer, with ongoing clinical trials and varying degrees of success [49][52] - The safety and efficacy of these drugs are critical, as seen in the mixed results from clinical trials for Orforglipron and Danuglipron [56][62]

Key Takeaways Lilly's phase III BRUIN CLL-313 trial met its main goal with Jaypirca in untreated CLL/SLL patients.Jaypirca delivered a significant progression-free survival benefit versus chemoimmunotherapy.Overall survival trended favorably for Jaypirca, with final analysis expected in 2026.Eli Lilly (LLY) announced that the phase III BRUIN CLL-313 study, evaluating its BTK inhibitor Jaypirca (pirtobrutinib) versus chemoimmunotherapy (bendamustine plus rituximab) in treatment-naïve patients with chronic ly ...

Key Takeaways Lilly's oncology sales hit $4.4B in H1 2025, up 10% and constituting about 15% of total revenues.Portfolio spans older drugs like Alimta and Erbitux to newer assets, Jaypirca and Retevmo.Imlunestrant, under review in the U.S. and EU, could soon expand Lilly's oncology growth drivers.Eli Lilly’s (LLY) extraordinary revenue expansion remains anchored in its cardiometabolic franchise, where blockbuster GLP-1 drugs Mounjaro and Zepbound powered $20.6 billion in sales during the first half of 2025, ...

About this content About Emily Jarvie Emily began her career as a political journalist for Australian Community Media in Hobart, Tasmania. After she relocated to Toronto, Canada, she reported on business, legal, and scientific developments in the emerging psychedelics sector before joining Proactive in 2022. She brings a strong journalism background with her work featured in newspapers, magazines, and digital publications across Australia, Europe, and North America, including The Examiner, The Advocate, ...

Investment Rating - The report maintains a "Buy" rating for the GLP-1 receptor agonists (GLP-1RAs) market, highlighting its leadership in the diabetes and weight loss sectors with potential for further indication development [2]. Core Insights - The development trends for GLP-1RAs include multi-targeting, long-acting formulations, and oral administration, which enhance patient compliance and convenience compared to traditional injectable forms [4][107]. - GLP-1RAs demonstrate significant efficacy in metabolic diseases, with a broad scope for expanding indications, including diabetes, obesity, and cardiovascular protection [7][21][27]. - The global diabetes market is projected to reach nearly $80 billion by 2024, with China's market exceeding 70 billion yuan, establishing a strong foundation for GLP-1RAs [7][42]. - The obesity market is expanding rapidly, with overweight and obese populations expected to reach 2.5 billion by 2025, representing 46% of the global adult population, thus creating substantial market opportunities for weight loss medications [7][82]. Summary by Sections 1. Efficacy of GLP-1RAs in Diabetes and Obesity - GLP-1RAs show excellent efficacy across multiple indications, including diabetes and obesity, with mechanisms that enhance insulin secretion and suppress appetite [10][21]. - The global market for GLP-1RAs is rapidly growing, with sales expected to reach nearly $50 billion by 2024, driven by products like semaglutide and tirzepatide [39][65]. 2. Diabetes: Revolutionizing Treatment with GLP-1RAs - The diabetes drug market is vast, with a significant increase in the number of diabetes patients, which supports the growth of GLP-1RAs as a new treatment option [42][47]. - GLP-1RAs are becoming the preferred choice for diabetes management due to their dual benefits of glycemic control and weight loss [48][55]. 3. Weight Loss: GLP-1RAs' Promising Efficacy and Market Potential - The weight loss drug market is expanding, with GLP-1RAs showing superior efficacy compared to traditional weight loss medications, making them a focal point for pharmaceutical development [87][93]. - Three GLP-1RAs have received FDA approval for weight loss, with semaglutide leading in sales and effectiveness [93][95]. 4. Development Trends: Multi-targeting, Long-acting, and Oral Formulations - The future of GLP-1RAs is leaning towards oral formulations, which are expected to improve patient adherence and convenience [107][108]. - The introduction of dual-target and multi-target GLP-1RAs is anticipated to enhance treatment outcomes and market competitiveness [68][62].

Accessibility StatementSkip Navigation Acclaimed actress, author, and advocate Julianne Moore joins cause in the United States to encourage early, ongoing brain health conversations between people and their doctors Nearly four in five Americans say they would want to know if they have Alzheimer's disease before symptoms interfere with daily activities, highlighting the growing desire for open conversations and early detection With the number of people aged 65 and older with Alzheimer's dementia projected to ...

Group 1 - Eli Lilly is launching an artificial intelligence and machine learning platform for biotech companies [1] - The platform will provide access to drug discovery models based on years of Eli Lilly's research data [1]

SOUTH SAN FRANCISCO, Calif.--(BUSINESS WIRE)--Circle Pharma, Inc., a clinical-stage biopharmaceutical company pioneering next-generation targeted macrocycle therapeutics for difficult-to-treat cancers, today announced an agreement with Eli Lilly and Company (Lilly) that enables the company to use Lilly TuneLab, a pioneering artificial intelligence and machine learning (AI/ML) platform designed to accelerate the development of new medicines by providing biotech companies access to powerful drug. ...