The Motley Foolยท2025-08-17 11:15Core Viewpoint - Eli Lilly's recent setbacks in the oral GLP-1 market present a potential buying opportunity despite a decline in share price [1][8][14] Company Analysis - Eli Lilly has faced challenges with its investigational oral GLP-1 candidate, orforglipron, which did not meet market expectations in a phase 3 study for weight management, leading to a significant drop in share price [1][8] - The company remains a leader in the GLP-1 market, with its product Zepbound generating billions in quarterly sales, primarily competing with Novo Nordisk's Wegovy [4][12] - Despite the recent setback, Eli Lilly's financial results are strong, and it has a robust pipeline with potential blockbusters in oncology and immunology [14] Industry Analysis - The oral GLP-1 market is projected to reach $20 billion by 2030, with a significant portion potentially coming from weight management sales due to the growing popularity of anti-obesity medicines [6][7] - Currently, there is only one oral GLP-1 drug approved by the FDA, Rybelsus, which generated $3.6 billion in sales last year, indicating a large untapped market for oral alternatives [6][5] - Novo Nordisk stands to benefit from Eli Lilly's setbacks, as it has initiated phase 3 studies for its investigational weight loss medicine, amycretin, which could outperform orforglipron [12][13]