Market Trends - The weight-loss drug market is expected to go truly global in 2026 due to the availability of cheap generic versions and new treatments in pill form [1]

Key Takeaways Novo Nordisk shares soared Tuesday after the company said the Food and Drug Administration approved an oral version of its popular Wegovy weight-loss drug.The Danish drugmaker said it hopes to launch the pill in the U.S. in early January. Could a new weight-loss pill be just what Novo Nordisk (NVO) needs to revive its stock? U.S.-listed shares of the Danish drugmaker surged 9% in recent trading after the company said it received Food and Drug Administration approval for an oral version of ...

Pricing and dosage strategy Copy link to section Novo Nordisk has officially launched Ozempic in India, marking a significant expansion of its presence in one of the world's fastest-growing markets for diabetes and obesity treatments. The launch comes at a time when demand for weight-loss drugs is rising sharply, driven by lifestyle changes, urbanisation, and increasing awareness of metabolic health. India already has the second-highest number of people with type 2 diabetes globally, after China, alongside ...

Weight-loss drugs are coming for a new customer—those who aren't overweight. Advertising and prescription loopholes have raised new concerns about the age-old intersection of body image, medicine and regulation https://t.co/avkq2wqThk https://t.co/9vf69HlCtd ...

Industry Overview - The global weight loss drug market is projected to grow from $15 billion in 2024 to $150 billion by 2035, indicating a significant expansion opportunity [1] - Currently, 11% of the global eligible population of 1.3 billion people are using weight-loss drugs, with 20% in the U.S. and 10% in other countries [2] - The market growth is attributed to expanded supply, clinical benefits for other diseases, and increasing employer drug coverage [2] Market Dynamics - The obesity drug market is transitioning from a novelty phase to a focus on execution, scale, cost-control, and ecosystem management [5] - Industry experts compare the current weight-loss drug market to the smartphone market of 2015-2016, suggesting a maturation phase [4] - There is increasing pressure on drug manufacturers to deliver weight-loss drugs at scale and manage costs effectively [6] Company Insights Novo Nordisk - Year-to-date performance shows a decline of 45.49%, with a significant drop of 55% over the past year [9] - The company has reached an agreement to expand consumer access to GLP-1 medicines, which may enhance market position [10] - Novo is offering weight-loss drugs at a direct-to-consumer price of $349 per month, with a dividend yield of 2.52% [11] Eli Lilly - Year-to-date performance indicates a decline of 36.1%, but the company is experiencing rapid growth in its obesity drug portfolio [12] - Eli Lilly's obesity drugs generated $10.1 billion in Q3 2025, up from $4.3 billion in Q3 2024, with a projected peak revenue of $101 billion [12] - The company has a strong financial outlook with $59.4 billion in revenues and a three-year expected growth rate of 17.1% annually [13] Viking Therapeutics - Year-to-date performance shows a decline of 17.20%, with a market cap of $3 billion [14] - The company is awaiting clearance for its phase three trials for VK2735, which has shown strong growth potential [14] - Viking is positioned favorably for potential partnerships or acquisitions due to its strong data and small-cap valuation [15]

Eli Lilly (LLY) just became the first healthcare company to join the $1 trillion market cap club. Shares are trading at a new all-time high on Friday, Nov. 21. The stock is up 40% in the past year and nearly 80% in the past two years. Analysts remain highly confident, with a “Strong Buy” rating and price targets as high as $1,500. Today’s Featured Stock Newly valued at $1 trillion, Eli Lilly (LLY) is no stranger to Chart of the Day. In fact, my colleague and regular contributor Jim Van Meerten h ...

Weight-loss drugmaker Eli Lilly hit a $1 trillion market cap, joining a select group of mostly tech companies https://t.co/ftoN00Qckm ...

The appetite for weight-loss drugs has been insatiable since they hit the market a decade ago. As pharmaceutical firms elbow each other for a slice of the pie, the buffet of options will grow in 2026 https://t.co/9RjiPe583n ...

Group 1: Acquisition and Market Positioning - Pfizer Inc. has secured a $10 billion deal to acquire obesity-drug developer Metsera, positioning itself as a "formidable competitor" in the weight-loss drug market [1][5] - The acquisition allows Pfizer to gain rights to new weight-loss treatments that are still in trials, entering a competitive space dominated by GLP-1 drugs like Eli Lilly's Zepbound and Novo Nordisk's Wegovy [1][5] - Pfizer expects to launch its first weight-loss treatment by the end of 2028, targeting a market estimated at approximately $150 to $200 billion [2] Group 2: Strategic Initiatives and Drug Pricing - Pfizer is aligning with the Trump administration's initiative to lower prescription drug prices through the forthcoming TrumpRx platform, which aims to provide Americans with direct access to medications [6][8] - The company plans to integrate its drugs with the TrumpRx initiative to enhance access to medications, potentially increasing patient adherence to prescriptions [8][9] - A complete website featuring over 40 products will be ready by December to support the launch of TrumpRx, facilitating logistics for patients [9]

President Trump announced his administration secured deals with Eli Lilly and Novo Nordisk to slash prices for their blockbuster weight-loss drugs, Zepbound and Wegovy, in exchange for tariff relief https://t.co/HPSBbvUzWw https://t.co/5lpeQcoKSJ ...