Should You Dump Eli Lilly's Shares After This Setback?

Group 1 - The weight loss market is becoming increasingly competitive, with Eli Lilly and Novo Nordisk as the leading companies, both having strong pipelines and recent approvals [1] - Eli Lilly's oral GLP-1 candidate, orforglipron, faced a delay in FDA approval, now expected by April 10, extending the review time from the original plan of February [2] - Novo Nordisk has already launched the oral version of Wegovy, which could capture a significant market share before Eli Lilly's orforglipron is available [4][5] Group 2 - The first-mover advantage is crucial in the weight loss market, as seen with Wegovy's earlier approval compared to Eli Lilly's Zepbound, although Zepbound has shown higher sales as of Q3 2025 [6] - Orforglipron demonstrates competitive efficacy, particularly for patients with diabetes, and Eli Lilly has a promising mid- and late-stage pipeline beyond this candidate [7][8]