Key Takeaways Lilly's Mounjaro and Zepbound drove $36.5B in 2025 sales, fueling strong cardiometabolic growth.Novo Nordisk expects 2026 sales and operating profit to decline amid competition and pricing pressure.LLY shares rose 17.4% in a year, while NVO plunged 56.4%.Novo Nordisk (NVO) and Eli Lilly (LLY) lead the diabetes and obesity market, driven by blockbuster GLP-1 therapies. Lilly sells its dual GIP/GLP-1 agonist tirzepatide as Mounjaro for type II diabetes and as Zepbound for obesity. Novo Nordisk m ...

2026.02.24 诺和诺德股价自2024年达到峰值以来，目前市值已缩水超过4700亿美元，抹去了2021年司美格鲁肽减重 药上市带来的全部涨幅。该公司在2024年甚至一度成为欧洲市值最高的上市制药公司。 当天，礼来公司股价受诺和诺德疲弱临床数据的提振大涨，市值重新逼近1万亿美元。礼来预计，2026 年替尔泊肽减重药需求仍将实现快速增长。该公司还预计将在今年第二季度推出口服减重药 orforglipron。届时该药物与已经获批的诺和诺德口服司美格鲁肽减重药的竞争将进一步加剧。 本文字数：947，阅读时长大约2分钟 作者 |第一财经 钱童心 当地时间2月23日，减重药司美格鲁肽厂商诺和诺德称，该公司的新一代减重药CagriSema头对头比较礼 来减重药替尔泊肽的三期临床试验结果显示，在84周内CagriSema实现减重23%。这一疗效不及礼来替 尔泊肽25.5%的减重疗效。 2026年对于诺和诺德而言是关键之年。该公司的司美格鲁肽市场份额正面临以礼来为首的多家竞争对手 的挤压。今年在中国市场，司美格鲁肽的核心分子专利也将面临到期，这意味着将有大量廉价的仿制药 可以上市。 诺和诺德曾将CagriSema定位成司 ...

2026年对于诺和诺德而言是关键之年。该公司的司美格鲁肽市场份额正面临以礼来为首的多家竞争对手 的挤压。在中国市场，司美格鲁肽的核心分子专利也将面临到期。 当地时间2月23日，减重药司美格鲁肽厂商诺和诺德称，该公司的新一代减重药CagriSema头对头比较礼 来减重药替尔泊肽的三期临床试验结果显示，在84周内CagriSema实现减重23%。这一疗效不及礼来替 尔泊肽25.5%的减重疗效。 CagriSema结合了模仿胰腺激素淀粉的成分Cagrilintide和GLP-1成分司美格鲁肽，该药物每周注射一次。 诺和诺德股价自2024年达到峰值以来，目前市值已缩水超过4700亿美元，抹去了2021年司美格鲁肽减重 药上市带来的全部涨幅。该公司在2024年甚至一度成为欧洲市值最高的上市制药公司。 诺和诺德当天股价收盘暴跌超过16%，不仅创下2021年6月以来新低，也抹去了上一代减重药司美格鲁 肽上市以来的所有涨幅。 当天，礼来公司股价受诺和诺德疲弱临床数据的提振大涨，市值重新逼近1万亿美元。礼来预计，2026 年替尔泊肽减重药需求仍将实现快速增长。该公司还预计将在今年第二季度推出口服减重药 orforglipron ...

Some analysts are worried that the artificial intelligence (AI) bubble will burst soon, causing a market crash. Whether or not there's something to these fears, it's a good idea for investors to buy shares of companies that can survive downturns and thrive long after. One stock I'd bet on right now is Eli Lilly (NYSE: LLY). Here's why. The leader in a fast-growing market Eli Lilly has historically been one of the largest players in the diabetes medicine market, and it remains so today. However, over the ...

Core Insights - Novo Nordisk's Board of Directors is undergoing a revamp, nominating Jan van de Winkel and Ramona Sequeira for a one-year term, pending shareholder approval at the Annual General Meeting on March 26 [1] - The board is also seeking the re-election of existing members, including Lars Rebien Sørensen as chair and Cees de Jong as vice chair [4] Group 1: Board Changes - Jan van de Winkel has over 25 years of experience in the pharma industry, currently serving as CEO of Genmab since 2010, and has held various C-suite roles [2] - Ramona Sequeira has over 30 years of experience in pharma leadership, previously serving as president of Takeda's global portfolio division and currently on the boards of Organon and Edwards Lifesciences [3] - The board's restructuring follows a significant change in October 2025, when seven members resigned due to disagreements with the Novo Nordisk Foundation regarding the board's future composition [6] Group 2: Market Challenges - Novo Nordisk is facing competition from Eli Lilly in the cardiometabolic market, forecasting a sales dip of up to 13% in 2026 due to pricing pressures from the Most Favored Nation (MFN) policy in the US [7] - Despite having a lead in the oral GLP-1RA market with the approval of oral Wegovy (semaglutide), Eli Lilly's orforglipron is expected to enter the market in April 2023, with projected sales of $14.3 billion by 2031 [8] Group 3: Shareholder Influence - The Novo Nordisk Foundation, the majority shareholder, has recommended Helena Saxon for a board position, who has prior experience on the board of Sobi and currently serves on the board of H&M [5]

But it's good news for Eli Lilly, too.Novo Nordisk (NVO 2.05%) has struggled over the past year, and the company recently hit another setback when it reported disappointing fourth-quarter results and even worse guidance for fiscal year 2026. The stock price fell by nearly 15% following these developments.However, there are several things to look forward to for Novo Nordisk. One of them is its recent launch of an oral version of its famous weight loss drug, Wegovy. And regarding this product, Novo Nordisk ju ...

Eli Lilly and Company (NYSE:LLY) is included among the 16 Best Dividend Stocks with Rising Payouts. Eli Lilly (LLY) Expands Pipeline with Clazakizumab Agreement, Reuters Reports According to a Reuters report on February 18, Australia’s CSL said it had granted Eli Lilly and Company (NYSE:LLY) certain rights to develop and commercialize clazakizumab, an anti-interleukin-6 monoclonal antibody. In return, CSL will receive an upfront payment of $100 million. CSL will keep exclusive rights to develop and comme ...

Healthcare is a multi-trillion-dollar industry in the United States alone. With 2024 spending exceeding $5.3 trillion, the sector is nearly one-fifth of the U.S. economy. That alone justifies holding several healthcare stocks in your long-term portfolio, though it can be intimidating given the industry-wide regulatory and political pressures that constantly generate headlines. It's usually wise to stick to industry leaders with entrenched businesses and a proven record of navigating the industry's variou ...

Lilly targets India as global export hub amid booming Mounjaro sales, executive says | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]Visitors stand at the kiosk of Eli Lilly at the BioAsia conference in Hyderabad, India, February 17, 2026. Picture taken with a mobile phone. REUTERS/Sriparna Roy [Purchase Licensing Rights, opens new tab]- Companies- Summary- Also plans to bring other products to India, such as Alzheimer's drug donan ...

Core Insights - The global weight loss drug market has undergone significant changes in the past five years, with Novo Nordisk's semaglutide gaining approval for weight loss in the U.S. in 2021, marking the entry of GLP-1 weight loss drugs into the pharmaceutical industry [1] - By 2025, Eli Lilly's tirzepatide is projected to achieve $36.5 billion in sales, highlighting the commercial potential of the weight loss sector [1] - The competition has shifted from injectable forms to oral formulations, with Novo Nordisk's oral semaglutide receiving approval in December 2025, becoming the first oral GLP-1 obesity treatment [1][2] Group 1: Market Dynamics - The approval of oral medications signifies a breakthrough beyond the physical limitations of injection pens, enhancing Novo Nordisk's product line defensively [2] - A surge in prescription volume for oral semaglutide has been observed, with approximately 50,000 prescriptions per week by January 23, 2026 [1] - Eli Lilly is also advancing in the oral GLP-1 space with its orforglipron, which has shown positive results in clinical trials and is expected to launch in mid-2026 [2] Group 2: Competitive Landscape - Novo Nordisk's oral semaglutide is a peptide drug, while Eli Lilly's tirzepatide is a small molecule oral drug, showcasing differentiation in their approaches [3] - Small molecule products are expected to have simpler development processes and better cost control, potentially impacting market competition if safety and efficacy are validated [3] - Other pharmaceutical giants, including AstraZeneca and various domestic companies, are also developing oral GLP-1 drugs, indicating a broadening competitive landscape [3][4] Group 3: Clinical Developments - AstraZeneca's oral GLP-1 receptor agonist, elecoglipron, has achieved positive results in key Phase 2 trials and is moving towards Phase 3 development [3] - Domestic companies like HengRui Medicine and others are advancing their oral GLP-1 drug pipelines, with promising clinical trial results [4] - The oral weight loss drug market is expected to grow, but injectable forms will still play a role in the short term, with rising expectations for their effectiveness and safety [4][5] Group 4: Future Outlook - The core patent for semaglutide will expire in 2026 in several markets, paving the way for a wave of generic versions, which may lead to more affordable options for consumers [5] - The penetration of GLP-1 weight loss drugs is anticipated to expand beyond first-tier cities, reaching broader markets [5]