Yahoo Financeยท2025-11-22 23:13Core Insights - GLP-1 medicines are experiencing significant growth in the pharmaceutical industry, particularly for weight management, with Eli Lilly and Novo Nordisk as the leading companies [1][6] - Eli Lilly's tirzepatide has rapidly become the world's best-selling drug, generating $24.8 billion in revenue in the first nine months of 2025 [2] - Eli Lilly is advancing its position with additional candidates like orforglipron and retatrutide, which could enhance its competitive edge in the GLP-1 market [4][5] Eli Lilly's Position - Eli Lilly's tirzepatide, marketed as Mounjaro and Zepbound, has cannibalized sales of its previous best-seller, Trulicity, and has shown effectiveness in multiple indications [1] - The drug mimics both GLP-1 and GIP hormones, leading to superior performance in weight management compared to competitors [3] - Eli Lilly has completed phase 3 studies for orforglipron, an oral GLP-1 medicine, which could be a first in the weight management category [4] - Retatrutide, currently in phase 3 studies, mimics three hormones and may further improve treatment efficacy [5] Novo Nordisk's Challenges - Novo Nordisk, previously the market leader, has seen its global market share decline from 55.7% to 49.3% as of August [7] - The company markets semaglutide under well-known brands like Ozempic and Wegovy but is struggling to keep pace with Eli Lilly's advancements [6][7]