LLY · News · 20260922N

Competition and Market Share - Weight-Loss

ELI LILLY & Co · 2026-09-22 · Importance 15 · Surprise 24

Viking Therapeutics and Roche are developing obesity and diabetes medicines that could challenge Eli Lilly and Novo Nordisk’s current market duopoly. Viking’s stock rose 36% amid investor interest in its competitive potential. The reports identify emerging competition across the obesity and diabetes drug markets but do not provide specific market-share data for Lilly products.

Key facts

• Eli Lilly plans to introduce Foundayo to more international markets. source
• Eli Lilly said anticipated growth for Foundayo is being fueled by Medicare coverage for obesity treatments. source
• CEO David Ricks reported that Foundayo is capturing a significant share of new GLP-1 prescriptions. source