Other drugmakers seem to be too far behind to disrupt this duopoly, at least for now.The weight loss market has garnered plenty of headlines over the past two years. Yet, to date, and despite plenty of pipeline candidates, only two brands dominate this field. One of them is Wegovy, a medication marketed by Novo Nordisk (NVO 0.30%), and the other is Zepbound, which was developed by Eli Lilly (LLY +0.07%). These two are the undisputed leaders in this therapeutic area, and they could soon solidify their lead w ...

Core Insights - Eli Lilly has achieved strong returns due to its advancements in weight management, positioning itself as a leader in this market [1] - The company is not resting on its laurels and continues to innovate, suggesting it may outpace competitors [1] Competitive Landscape - Novo Nordisk is the only significant competitor to Eli Lilly in the weight loss drug market, with its product Wegovy generating billions in sales [2] - Novo Nordisk is seeking label expansions and has requested FDA approval for a higher dose of semaglutide, the active ingredient in Wegovy [3][4] Product Performance - Eli Lilly's Zepbound has demonstrated superior average weight loss compared to Wegovy in clinical trials, generating $9.3 billion in revenue in the first nine months of 2025, while Wegovy generated approximately $9 billion [5] - Novo Nordisk's pipeline includes Amycretin, which is in phase 3 studies, but Eli Lilly's pipeline remains stronger with promising candidates like orforglipron and retatrutide [6][7] Market Position - Eli Lilly is clearly leading the weight loss market, with its current and future products positioning it ahead of competitors [8] - Novo Nordisk's CagriSema, which achieved a mean weight loss of 22.7%, is under regulatory review but still falls short compared to Eli Lilly's offerings [9]

Dan Hernandez/San Francisco Chronicle via Getty Images Citrini Research just unveiled its 26 bets heading into the new year. The firm's annual investment watchlist largely beat the S&P 500 this year. In 2026, it's dialed its focus on themes like automation, weight loss drugs, and female consumer spending. Slop bowls. AI layoffs. What your girlfriend spends money on. All of those themes have a place in investors' portfolios for 2026, according to Citrini Research, which unveiled its top bets for t ...

Earlier this week, Unilver spun off its ice cream business as the Magnum Ice Cream Company, MICC, for all you home gamers, creating the first pure play ice cream stock that I can recall. Unilver announced this nearly two years ago, but to be honest, I really didn't pay a lot of attention to it. So, it took me by surprise when I came into work yesterday to see this multi-story tall banner of ice cream outside the New York Stock Exchange with free samples flowing ON THE FLOOR.KLONDIKE BARS for all. And still ...

But what Lily is trying to do today is stay competitive in the direct to consumer space for its weight loss drugs, especially following similar moves by Nova Nordis two weeks ago. And so what Lily is doing today is specifically cutting the cash price of single dose vials of Zepbound on its direct to consumer website, Lily Direct. Okay.And what's different with this compared to the Trump deal is that the Trump deal focuses on a totally different form of Zepbound, which is a multi-dosese pen that has yet to w ...

Eli Lilly announcing it will cut the prices for introductory doses of Zep found if you pay cash. This is just the latest move in the price war with Novo Nordisk that's getting more and more confusing in terms of pricing for these weight loss drugs. Joining us now to talk about it is someone who understands everything, at least in regards to this industry health.Bloomberg health reporter Madison Miller. So what do we know about Zep. LB Now it's what the five mg doses, the starter doses are going to be even c ...

What is micro doing. >> So micro doing is taking a smaller amount of these weight loss drugs than what the FDA approved. So instead of taking let's say one milligram of one of these drugs, you're taking a tenth of a milligram.The people who do this say there are a couple of reasons why they do it. First of all, it tends to be less expensive. I mean, these drugs can run you four figures a month.Another reason is fewer side effects. um they say the nausea, the stomach upset, the headaches that some people exp ...

On Holdings - On Holdings reported a strong quarterly performance, with earnings per share (EPS) of 54 cents, significantly exceeding the expected 20 cents per share [2] - Revenue surged over 20% year-over-year, surpassing $990 million, driven by strong demand from the Asia-Pacific region where sales more than doubled [2][3] - Gross margins exceeded 65%, benefiting from efficiency gains and favorable currency movements [3] - For fiscal year 2025, On Holdings raised its guidance for net sales growth to at least 34% year-over-year, up from a previous estimate of 31% [4] - Apparel sales increased nearly 87%, indicating strong traction beyond footwear [4] - Analysts are optimistic, with most rating the stock as a buy, and the company plans to adopt a premium pricing strategy without discounts for the holiday season [5][6] Eli Lilly - Citi Group raised its price target for Eli Lilly to $1,500 from $1,250, indicating a potential 50% upside from current levels [8] - The optimism is driven by expectations of FDA approval for a new oral weight loss drug in 2026, which could provide an alternative for patients who prefer pills over injectables [8][9] - Eli Lilly's agreement with the US government to make its obesity and diabetes drugs available through Medicare and Medicaid is seen as a positive catalyst for prescription growth [10] IBM - IBM's shares increased as the company focuses on quantum computing, unveiling a new processor called Quantum Nighthawk [12][14] - The company aims to achieve full quantum computing capabilities by 2029, with the new processor expected to enhance power by over 20% [14] - IBM is collaborating with partners to develop a quantum advantage tracker, which will measure progress in the quantum computing race [14][15] - The stock has risen 5% this week, contributing to a strong performance for the Dow [15][16]

Tonight, President Trump announcing a deal with drug makers Eli Liy and Novo Nordisk aimed at lowering the cost of popular weight loss drugs Zepbound and WGOI. >> This is tremendous savings for >> and also making this announcement about the federal government's role in making those drugs more accessible for patients who meet certain medical criteria. >> Medicare and Medicaid will finally cover the cost of these weight loss drugs for millions of patients suffering from obesity.Later next year, the White Hous ...

Industry Overview - The consumer staples industry has faced significant challenges in the past year, particularly affecting food and beverage firms [1] - Investors are increasingly concerned about the impact of weight loss drugs on the industry [1] Analyst Background - Ian Bezek, a former hedge fund analyst, has extensive experience in Latin American markets and specializes in high-quality compounders and growth stocks [1]