Novo Nordisk's Wegovy Pill Escalates Eli Lilly Rivalry

ONeil Trader Investing Group Leader Follow 5 Share Save Play ( 11min ) Comment (1) Summary Novo Nordisk regains competitive ground in obesity with the strong launch of the Wegovy pill, reversing some of the recent underperformance against Eli Lilly. NVO's Wegovy pill outpaces Eli Lilly's Foundayo in new-to-brand prescriptions, driven by superior weight loss efficacy and fewer drug interaction restrictions. Despite setbacks, NVO is advancing late-stage candidates like CagriSema, UBT251, and zenagamtide, aiming to rival Eli Lilly's next-generation assets by the early 2030s. I expect NVO and LLY to dominate obesity and diabetes markets until at least the mid-2030s, as upcoming competitors lack disruptive innovation. Looking for a portfolio of ideas like this one? Members of Growth Stock Forum get exclusive access to our subscriber-only portfolios. Learn More » aprott/iStock via Getty Images My update on Novo Nordisk ( NVO ) was long overdue, as the last one I had written was in November 2025 . The stock has delivered a total return of 12% since then, but it is This article was written by ONeil Trader 9.6K Followers Follow ONeil Trader is a former stockbroker turned full-time independent investor. He focuses on finding growth and biotech stocks with significant growth potential.He leads the investing group Growth Stock Forum which features: a model portfolio of 12-15 names updated regularly, a Top Picks list of up to 10 stocks that are expected to perform well in the current calendar year, Momentum Ideas that target both short-term and medium-term moves, and chat with community dialogue and for questions. Learn More. Analyst’s Disclosure: I/we have a beneficial long position in the shares of REGN either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article reflects the author's opinion and should not be regarded as a buy or sell recommendation or investment advice in any way. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.