Core Insights - Eli Lilly and Company is gaining market share in the diabetes and obesity sectors, outperforming its main competitor, Novo Nordisk [1][3] - The company is actively exploring the potential of GLP-1 therapies beyond weight loss and diabetes, including applications for alcohol and tobacco addiction [1] - Eli Lilly's partnership with NVIDIA aims to address hard-to-treat diseases, enhancing its research capabilities [1] - A recent deal with the U.S. administration provides Eli Lilly with a three-year exemption from tariffs and allows for discounted sales of GLP-1 therapies through government channels, significantly expanding its market reach [3] - Strong performance from products like Mounjaro and Zepbound has led to an upgraded outlook for 2025, with robust prescription trends [3] - The anticipated approval and launch of Orforglipron, an oral GLP-1 therapy, in 2026 is expected to be a highly significant event in the pharmaceutical market [3]
Jim Cramer Says “Eli Lilly’s Constantly Taking Share From Danish Novo Nordisk”