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Novo is betting on its next chapter as Eli Lilly gains more ground in GLP-1s

Friday, September 25, 2026


Novo Nordisk and Eli Lilly compete in the glucagon-like peptide-1 (GLP-1) market for obesity and diabetes treatments. Eli Lilly has gained market share in recent years with its semaglutide competitor tirzepatide. Analysts cited by the article identified manufacturing capacity and pricing as factors in Lilly's competitive position, though the article did not specify which analysts or what those advantages were.

Original reporting: https://www.cnbc.com/2026/09/25/novo-eli-lilly-obesity-drugs.html

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