LLY · News · 20260825N
Competition and market share - weight-loss
ELI LILLY & Co · 2026-08-25 · Importance 52 · Surprise 56
Lilly reportedly dominates the U.S. obesity prescription market, with Mounjaro and Zepbound driving substantially stronger momentum than Novo Nordisk’s weight-loss portfolio. Lilly was reported to have delivered 48% revenue growth in Q2 2026, versus 7% sales growth for Novo Nordisk. Novo’s Wegovy pill showed strong launch volumes, but the comparison highlighted Lilly’s stronger current competitive position in U.S. obesity prescriptions. The competitive gap may affect market-share leadership across injectable and oral GLP-1 treatments.