LLY · News · 20260822N

Competition and market share - weight-loss

ELI LILLY & Co · 2026-08-22 · Importance 28 · Surprise 24

Eli Lilly and Novo Nordisk remain the primary competitors in the GLP-1 weight-loss market, with Lilly reportedly maintaining U.S. share of approximately 60%–61%. Lilly is outpacing Novo Nordisk in global obesity-drug market dominance, while total prescriptions and international expansion continue to support demand. Affordability, high treatment costs, physician prescribing preferences, patient perceptions and social stigma are influencing access and market-share dynamics, increasing pricing pressure despite strong drug performance.

Key facts

• LLY's US market share in the obesity drug market has plateaued at 60–61%. source
• Eli Lilly's valuation has compressed to just over 30x forward earnings. source
• ProQR Therapeutics has a partnership with Eli Lilly. source