Eli Lilly vs Novo Nordisk: One Winner in The Weight-Loss Drug Gold Rush

Eli Lilly's oral GLP-1 treatment, orforglipron (Foundayo), has been approved in the UK for weight management and type 2 diabetes. A pharmacist warns of potential counterfeit risks due to the tablet's familiarity, advising patients to verify prescribers and pharmacies. The MHRA seized £45m in illegal medicines in 2025, with fake GLP-1 drugs often containing incorrect dosages or harmful contaminants. Patients are urged to check for red flags like social media sales, no clinical consultation, and u

J.P. Morgan raised its 2027 price target for Novo Nordisk (NVO) to 275 DKK from 250 DKK, citing stronger sales forecasts for Ozempic and Wegovy. The broker increased 2026-2030 EPS forecasts by 4-8%, expecting 1% sales growth in 2027. Ozempic's forecast was raised by 8% to 113B DKK, while Oral Wegovy's was cut by 11% to 18B DKK.

FDA reports over 1,700 adverse events linked to compounded semaglutide and tirzepatide. MEDVi, a company in the compounded GLP-1 market, faced FDA warnings and legal challenges. Novo Nordisk and Lilly have sued over patent infringement. The industry faces regulatory scrutiny and potential legislative changes.

Eli Lilly and the FDA are in a legal dispute over whether retatrutide, a triple-hormone injection for obesity, is a biologic or a drug. The classification affects market exclusivity, with biologics having 12 years and drugs 5 years. Lilly claims retatrutide has 41 amino acids, meeting the biologic threshold, but the FDA disagrees. The outcome could delay cheaper versions of the drug by years, impacting patients and insurers. Lilly plans to file for approval in early 2027, but the timeline may sh

Eli Lilly (LLY) reported a 48% revenue increase to $23B last quarter, driven by Mounjaro. Shares rose 78% over the past year. Wall Street's consensus target is $1,310, implying 4% upside, while an independent model targets $1,463. Key catalysts include retatrutide's Q1 2027 regulatory filing and Foundayo's global rollout. Risks include price erosion and competition from Novo Nordisk (NVO).

The FDA cleared Roche’s Elecsys pTau217 blood test, developed with Eli Lilly, for Alzheimer’s disease assessment. The test uses a single biomarker to evaluate amyloid pathology in adults 55 and older, potentially reducing the need for costly PET scans or invasive lumbar punctures. It runs on Roche’s existing cobas immunoassay instruments, enabling rapid scaling. The test aims to streamline diagnosis and treatment pathways, benefiting both primary and specialty care settings.