Healthy Returns: 2026 will be the year of obesity pills from Novo Nordisk, Eli Lilly
CNBC·2025-12-16 19:29

Core Insights - GLP-1 pills for obesity are expected to be available in the U.S. by 2026, providing a more convenient and potentially cheaper alternative to current injection treatments [1][2] - Drugmakers Novo Nordisk and Eli Lilly are developing daily pills aimed at expanding the patient base, particularly for those averse to needles or who do not perceive their condition as severe enough to warrant injections [2] - While the new pills may not be more effective than existing weekly injections, the introduction of these options is seen as a significant benefit for patients, especially following recent supply shortages of injections [3] Market Potential - Goldman Sachs analysts project that the new pills could capture a 24% market share, equating to approximately $22 billion, of the anticipated $95 billion global weight loss drug market by 2030 [4]