LLY · News · 20260917N

Competition and market share - weight-loss

ELI LILLY & Co · 2026-09-17 · Importance 46 · Surprise 42 · In source text

Eli Lilly and Novo Nordisk launched oral weight-loss medicines in 2026, intensifying competition in the obesity-treatment market. Novo Nordisk is reportedly leading Lilly in prescriptions to date. The broader weight-loss drug market is projected to approach $100 billion within several years, increasing the commercial stakes for Lilly’s Mounjaro, Zepbound, and oral portfolio.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuenegativecontingent—Lilly and rival Novo Nordisk launched weight loss pills this year.