
Novo Nordisk's CEO conceded Eli Lilly is gaining market share even as oral Wegovy hits record prescriptions and the stock keeps falling.
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Novo Nordisk's CEO conceded Eli Lilly is gaining market share even as oral Wegovy hits record prescriptions and the stock keeps falling.
Wegovy pill upside has already played out, leaving the multiple at the European pharma average
Lilly is trying to protect an experimental obesity medicine from unauthorized sellers before regulators decide whether to approve it.
The company has referred more than 200 sellers and individuals to regulators.
Lilly said the products being sold on the black market are unverified, unapproved, and not worth the risk.

Eli Lilly has filed six new lawsuits against U.S. entities that it alleges are selling a version of the company’s investigational weight-loss drug on the black market.
Ahead of an approval filing, the drugmaker is amping up a fight against sellers who claim to offer versions of its highly anticipated “triple-G” weight loss medicine.
Outside the U.S., volume climbed 113% against a 36% drop in realized prices
U.S.-traded shares of Novo Nordisk are down more than 6% due to a sales shortfall for its new Wegovy weight-loss pill and a disappointing study outcome for a next-generation weight-loss drug. Overall, the company sees the potential for a full-year sales decline of up to 6%, better than its previous view that sales could drop up to 12%. Novo also disclosed that its experimental drug CagriSema failed to show comparable blood-sugar reduction to Eli Lilly’s tirzepatide in a new study of people with Type 2 diabetes.
Novo Nordisk stock plummeted Tuesday after the obesity kingpin unexpectedly released its second-quarter earnings a day early.
The merger would be one of the biggest pharma deals ever. AstraZeneca’s market capitalization stood at $264 billion as of Friday’s close, while Bristol Myers Squibb had a total valuation of $133 billion.
The global market for obesity drugs is soaring, yet Lilly has a dominant market share.
Weight loss drug stock leaders slumped on Friday amid updates and ahead of earnings. NVO stock sank under a buy point on trial results. LLY stock dived below support with earnings due next week. Updating the closely watched ZEUS phase 3 clinical trial, Denmark's Novo Nordisk announced overnight that its experimental cardiovascular drug, ziltivekimab — to treat heart disease, kidney disease and inflammation — failed in the late-stage trial.
In recent days, Novo Nordisk filed a federal lawsuit against Eli Lilly, alleging that Lilly’s nationwide advertising for obesity and diabetes drugs like Zepbound and Mounjaro used outdated clinical data and unfair dose comparisons to claim superiority over Novo’s Wegovy and Ozempic. The case raises legal and regulatory questions around drug marketing practices in the high-stakes GLP-1 market, where only a few companies currently compete at scale. Beyond the courtroom, this dispute highlights...
Novo Nordisk sues LLY over high-profile ads promoting Zepbound and Mounjaro, arguing newer clinical data changes the comparison as the GLP-1 rivalry intensifies.
Novo Nordisk’s lawsuit against Eli Lilly (LLY) over alleged misleading GLP-1 advertising has put fresh attention on Lilly’s stock and raised questions about how core obesity and diabetes franchises are being marketed. See our latest analysis for Eli Lilly. Against this legal backdrop, Eli Lilly’s 1-day share price return of 2.49% and 30-day share price return of 6.99% sit within a broader upswing, with a 52.46% 1-year total shareholder return and a very large 5-year total shareholder return...
Novo Nordisk is also demanding that Eli Lilly pull its ads and pay damages.
Novo alleges that Lilly’s Zepbound advertisements compare the drug’s highest approved dose with lower doses of Wegovy.
Healthcare stocks declined late Monday afternoon, with the NYSE Healthcare Index shedding 1.1% and t
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