Core Insights - Novo Nordisk's shares increased by 6% following positive trial results for its WGOI pill, which is part of a busy week for weight loss announcements in the industry [1] - The WGOI pill demonstrated a weight loss of over 16% at the highest dose of 25 milligrams, outperforming Eli Lilly's pill, which showed about 12% weight loss [2] - The competitive landscape is shifting as Novo Nordisk is being reconsidered as a viable competitor in the obesity treatment market, previously dominated by Eli Lilly [3][4] Company Analysis - Novo Nordisk's WGOI pill is being compared favorably against Eli Lilly's offerings, with the former claiming similar efficacy to its weekly injection product [2][4] - The pill's requirement for patients to avoid food and water for 30 minutes post-ingestion may be seen as a significant restriction compared to Eli Lilly's product, which has no such limitations [5][6] - The debate around the practicality of the pill's restrictions may influence patient uptake and overall market acceptance [4][5] Industry Context - The introduction of the WGOI pill is part of a broader trend in the obesity treatment market, where oral medications are being explored as alternatives to injectable treatments [8] - The cost-effectiveness of manufacturing pills compared to injections could provide a competitive advantage for Novo Nordisk and Eli Lilly in markets with varying economic conditions [10] - The global market dynamics, including the need for cold chain logistics for injections, may favor the adoption of oral medications in regions with less infrastructure [9][10]

and the obesity pill race. Mizuo healthcare strategist Jared Holtz joins us here on the set. You know, beyond just the patients being nauseous, investors are too today, down 42%.Is this it. I mean, are they done. Is Viking Therapeutics out of this race for the obesity pill.>> I don't think they're done. I mean, it's a it's a big setback for sure. It's going to come down to what the next trial looks like, what the dosing is, but this sort of discontinuation rate when you have monster companies that are ahead ...

Eli Lilly's Stock Performance & Market Reaction - Eli Lilly's stock tumbled to its lowest level since January 2024 despite beating estimates and raising guidance for the latest quarter [1] - The stock reaction is attributed to trial data for its oral obesity pill, Clipperon, missing Wall Street's expectations [5] - Goldman Sachs views the stock reaction as overdone, considering the drug commercially viable [6] Oral Obesity Pill Trial Results & Expectations - The goal was to create a convenient oral pill for the mass market with weight loss competitive with other single-acting GLP1s [2] - Wall Street expected weight loss closer to the mid-teens, around 14-15%, but the trial results were just shy of that [6] - The Attain One trial for the oral obesity pill missed the "bar" [5] - The company frames the tolerability as in line with or trending towards bull-case expectations, with no significant new events in terms of nausea or vomiting [10] Commercial Viability & Market Opportunity - The oral obesity pill is still considered commercially viable and will have a place in the large obesity market [7] - The oral obesity market may see a repricing, potentially shifting opportunity from Eli Lilly's gipperon to Novo Nordisk's oral semaglutide [12] - The overall obesity opportunity remains significant, with about 100 million obese people in the US and 900 million overseas, with low penetration rates for GLP-1 drugs [13] - Current GLP-1 drugs are only 3% penetrated in the US, with expectations of reaching 15% by 2030 [13]