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Was Jim Cramer Right About Eli Lilly and Company (LLY)?
Was Jim Cramer Right About Eli Lilly and Company (LLY)?

Yahoo

time18 hours ago

  • Business
  • Yahoo

Was Jim Cramer Right About Eli Lilly and Company (LLY)?

We recently published a list of In this article, we are going to take a look at where Eli Lilly and Company (NYSE:LLY) stands against other stocks that Jim Cramer discusses. In that episode, a caller asked about Eli Lilly and Company (NYSE:LLY), particularly in relation to the competition with Novo Nordisk and its weight-loss drugs at the time. Cramer was enthusiastic back then, saying: 'We had this group 100X on the other day and they did a study about how people feel about Lilly versus Wegovy — about how they feel about Zepbound versus the product from Novo Nordisk — and without a doubt, in a head-to-head contest, Lilly is so far and away the winner. I just say you've got to own the stock. Let's hope it comes in so we can buy more.' Cramer's bullish stance was premature as Eli Lilly fell 11.72%. Eli Lilly and Company (NYSE:LLY) remains a leader in obesity and diabetes treatment innovation, with Zepbound driving major growth in the pharmaceutical pipeline. Despite the setbacks, Cramer recently advised a caller of the show to buy more. Here's what he said on May 12: 'I want you to buy more… The reason why you want to buy it is because there was definitive data that came out last night about Novo Nordisk not being anywhere near as good as Eli Lilly when it comes to weight loss, which is what a lot of people are in the GLP for. And it was not reflected because the things were so crazed because of what the president announced. I think the stock could be up a hundred points when people realize, wait a second, it is definitively better than Novo. I would buy Eli Lilly handover fist.' Overall, LLY ranks 2nd on our list of stocks that Jim Cramer discusses. While we acknowledge the potential of LLY as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than LLY and that has 100x upside potential, check out our report about this cheapest AI stock. cheapest AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.

Food and fitness make or break success on weight loss meds, report finds

timea day ago

  • Health

Food and fitness make or break success on weight loss meds, report finds

Drugs like Wegovy and Zepbound -- GLP-1 medications typically used to treat obesity -- can lead to impressive weight loss. But a new joint advisory from four major medical groups warns that without proper nutrition and lifestyle support, people may face muscle loss, weight regain, and high long-term costs once they take themselves off GLP-1 medications. Experts from the American College of Lifestyle Medicine, the American Society for Nutrition, the Obesity Medicine Association and The Obesity Society contributed to the report, which noted that only about half of users continue taking their GLP-1 medication after one year and only about 15% remain on treatment after two years. Many people stop taking GLP-1 medications due to side effects, cost or disappointing results -- and when they do, they often regain weight, making long-term success depend on consistent use and a healthy diet, the report stated. The report aims to guide both clinicians and patients on nutrition and lifestyle changes to improve long-term outcomes while taking a GLP-1. "We really wanted to bring in four major societies together that focus on nutrition, lifestyle, [and] obesity and come with a consensus statement on how nutrition should be thought about when prescribing these drugs," Dr. Dariush Mozaffarian, a cardiologist, director of the Food is Medicine Institute at Tufts University, and the report's lead author, told ABC News. Mozaffarian explained that for someone to achieve success on a GLP-1, they need to commit to comprehensive lifestyle changes. "The FDA says these drugs are approved for use as an adjunct to lifestyle therapy," he said. "In fact, they are prescribed the other way around with lifestyle therapy being the adjunct if being thought about at all. Doctors are not following either society guidelines or FDA guidelines if they are prescribing [GLP-1s] without lifestyle therapy." Before starting GLP-1 medications, the report recommended that patients work with their doctors to set goals that focus on overall health, not just weight loss. It's also important to check for any stomach or bone issues that could lead to side effects like nausea, vomiting, or muscle and bone loss, the report stated. "Registered dietitians can play really key roles in comprehensive obesity care by providing medical nutrition therapy to support GLP-1 therapy," said Emily A. Callahan, registered dietitian nutritionist and director of policy strategy for the Food is Medicine Institute. "The evidence space is growing that shows when registered dietitians deliver medical nutrition therapy, it has been associated with improvements in body weight, waist circumference, blood pressure and glycemic control." People should usually start GLP-1 medications at the lowest dose and slowly increase as needed, the report said. Patients should also be aware that nausea is common when taking these drugs and this may trigger cravings for sugary, high-calorie comfort foods that work against weight loss. To stay on track, the report recommended eating small, frequent meals and focusing on minimally processed, nutrient-rich foods. The report called for exercising special caution for anyone following an intermittent fasting diet or a low-carbohydrate "keto diet" that limits foods like breads, pastas and fruit to put the body into a state called ketosis, where it burns fat for fuel instead of carbs. These individuals might be especially vulnerable to gastrointestinal side effects, the report said. The report also advised people who may not be getting enough nutrients to consider taking supplements like vitamin D, calcium and multivitamins, while increasing protein intake by 50-100% from foods such as fish, eggs, nuts and seeds. This is especially important for those eating less while on GLP-1s, since lower food intake can make it harder to get all the nutrients the body needs. The report also underscored the importance of maintaining muscle mass and bone density while losing weight. Since weight loss can also lead to muscle loss -- especially in older adults -- the report advised doing a full body strength training routine at least three times a week and getting 150 minutes of moderate cardio each week. Focusing on nutrition, physical activity and other healthy lifestyle habits should give GLP-1 users a greater chance of achieving their goals, the report concluded. "GLP-1s have the best chance of helping people achieve and sustain lasting weight reduction when they are paired with strong nutrition guidance and lifestyle support," said Callahan.

Eli Lilly (LLY) Bulls Eye $1,000 Stock Price Target as GLP-1 Alpha Bandwagon Rolls On
Eli Lilly (LLY) Bulls Eye $1,000 Stock Price Target as GLP-1 Alpha Bandwagon Rolls On

Business Insider

time2 days ago

  • Business
  • Business Insider

Eli Lilly (LLY) Bulls Eye $1,000 Stock Price Target as GLP-1 Alpha Bandwagon Rolls On

Eli Lilly & Co. (LLY) has emerged as one of the most compelling opportunities in the market today. The company is entering the prime of its new chapter, focused on leading the way in weight loss and diabetes treatments. I recently sold my Novo Nordisk (NVO) shares—not because I doubt Novo's science, but because I believe Lilly boasts stronger management, superior operational execution, and greater upside potential over the next one to three years. My 12-month price target for Lilly is $1,100. Confident Investing Starts Here: GLP-1 Leadership with Clinical Momentum Lilly's recent breakthrough has been nothing short of transformational. Its dual GLP-1 therapy, tirzepatide—marketed as Mounjaro for diabetes and Zepbound for obesity—is dominating the market, generating $3.84 billion and $2.31 billion in Q1 FY2025 revenues, respectively. Even more impressive, tirzepatide has shown superior weight loss results compared to Novo Nordisk's semaglutide (Ozempic, Wegovy), with Zepbound users achieving around 20% weight loss versus roughly 14% in Wegovy studies. The data is clear, and momentum is firmly on Lilly's side. Adding to my confidence is the strength of Lilly's product pipeline. Orforglipron, an oral GLP-1 candidate, recently delivered compelling Phase 3 results as the first oral, non-peptide GLP-1 agonist to match the efficacy of injectable therapies—potentially revolutionizing the patient experience in weight-loss treatment. Meanwhile, retatrutide, a triple-agonist targeting GLP-1, GIP, and glucagon receptors, achieved a remarkable 24% weight loss in early obesity trials and is advancing rapidly through Phase 3. If these next-generation drugs succeed, they could unlock hundreds of billions in new market value. Management & Manufacturing Excellence Compound Returns Great companies aren't built on strong drugs alone—they're built on strong management. What stands out most about Eli Lilly isn't just its innovative pipeline but the exceptional execution behind it. CEO David Ricks and his team have shown remarkable conviction in targeting diabetes and obesity as key growth drivers, backing that vision with massive investment. Since 2020, Lilly has poured over $50 billion into expanding U.S. manufacturing mega-sites capable of producing injectables and oral medications at scale. This is not only a bet on growth but a strategic move to reduce future risks. With Novo Nordisk facing supply constraints, Lilly's vertical integration of manufacturing infrastructure is a smart play to avoid similar pitfalls. That kind of foresight is exactly what I want managing my investments. Lilly's performance backs this up— Q1 Fiscal 2025 showed gross margins at a stellar 83.5%, up year-over-year. While R&D spending grew, it didn't outpace revenue, creating operating leverage. Selling and administrative costs rose 26%, but top-line revenue jumped 45%, signaling intelligent growth. With a forward P/E near 35 and a sales multiple around 11, Lilly isn't cheap, but it doesn't need to be. Earnings are projected to surge nearly 40% in Fiscal 2026, justifying the valuation. In my view, the market still undervalues Lilly's resilience and staying power. Technical Positioning & Price Outlook After peaking near $955 last year, Lilly shares have pulled back to around $720. On May 14, the stock's relative strength index hit 35, signaling strong value by most technical measures. For retail investors like me, that's a clear opportunity alert. While the stock remains below both its 50-day and 200-day moving averages after a 'Death Cross' indicating short-term bearish momentum, I consider that noise irrelevant for medium- to long-term investors. I view this as a rare chance to buy into a powerhouse at a discount. Given the current earnings growth trajectory, I believe shares will not only revisit but likely surpass their all-time highs soon. My 12-month price target of $1,100 implies roughly 50% upside. Fundamentally, the market is still coming to grips with the massive potential of the GLP-1 market, and I see few obstacles standing in the way of sustained growth. Is Eli Lilly a Buy, Sell, or Hold? On Wall Street, Eli Lilly has a consensus Strong Buy rating with 16 Buys, one Hold, and one Sell rating. LLY's average stock price target is $1,003.14, indicating almost 40% upside potential in the next 12 months. That's slightly below my own more bullish estimate, but still remarkable nonetheless. Healthcare Powerhouse Poised for Long-Term Growth Eli Lilly is a completely different company than it was just two or three years ago—now an innovation-driven, operationally disciplined giant leading the biggest secular growth story in healthcare. This isn't a quick trade for me; it's a long-term hold as Lilly scales its GLP-1 pipeline with promising new launches like orforglipron and retatrutide. With management's vision, strong clinical execution, disciplined approach, and significant valuation upside, LLY stands out as one of the most compelling stocks on the market. I've confidently taken my position and am ready to hold steady through the next few years of growth.

Lilly announces details of presentations at American Diabetes Association's (ADA) 85th Scientific Sessions
Lilly announces details of presentations at American Diabetes Association's (ADA) 85th Scientific Sessions

Yahoo

time2 days ago

  • Business
  • Yahoo

Lilly announces details of presentations at American Diabetes Association's (ADA) 85th Scientific Sessions

INDIANAPOLIS, May 29, 2025 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced that data from studies of orforglipron, insulin efsitora alfa, tirzepatide (Zepbound and Mounjaro), retatrutide, eloralintide and bimagrumab will be presented at the American Diabetes Association's (ADA) 85th Scientific Sessions taking place June 20-23 in Chicago. Lilly will also host an investor event to highlight the company's cardiometabolic health portfolio and discuss key presentations from the ADA Scientific Sessions. The event will be held on Sunday, June 22 at 6:30 p.m. CDT and will be accessible via a live webcast on the "Webcasts & Presentations" section of Lilly's investor website. A replay will be available on the website following the event. Presentation HighlightsOrforglipron (investigational small molecule GLP-1 receptor agonist):In an ADA-sponsored symposium, Lilly will share results from the ACHIEVE-1 Phase 3 trial, which evaluated the safety and efficacy of orforglipron in adults with type 2 diabetes and inadequate glycemic control with diet and exercise alone. Insulin efsitora alfa (investigational once-weekly basal insulin):In another ADA-sponsored symposium, Lilly will share results from the QWINT-1, QWINT-3 and QWINT-4 Phase 3 trials, which evaluated once-weekly efsitora in adults with type 2 diabetes. Bimagrumab (investigational activin pathway inhibitor):In a third ADA-sponsored symposium, Lilly will share results from the BELIEVE Phase 2b trial, which evaluated bimagrumab alone and in combination with semaglutide in adults with overweight or obesity without type 2 diabetes. A selection of abstract titles and presentation details are listed below: Orforglipron (investigational small molecule GLP-1 receptor agonist):Presentation Title: Emerging Non-Peptide, Small Molecule GLP-1 Receptor Agonists—Can They Become Players?Presentation Date & Time: Saturday, June 21, 8 to 9:30 a.m. CDT Location: W375 APresenter: Julio Rosenstock, MD Insulin efsitora alfa (investigational once-weekly basal insulin):Presentation Title: Advancing and Facilitating Basal Insulin Therapy in Type 2 Diabetes—Breaking News on the QWINT 1, 3, and 4 Trials with Once-Weekly Insulin Efsitora Alfa!Presentation Date & Time: Sunday, June 22, 1:30 to 3 p.m. CDTLocation: W375 APresenter: Julio Rosenstock, MD; Richard M. Bergenstal, MD; Athena Philis-Tsimikas, MD; Thomas Blevins, MD; Chantal Mathieu, MD, PhD Tirzepatide (Zepbound and Mounjaro):Presentation Title: Association of Tirzepatide with Kidney Parameters in People with Obesity and Prediabetes from SURMOUNT-1 over 176 WeeksAbstract Number: 103-ORPresentation Date & Time: Friday, June 20, 5:30 to 6:30 p.m. CDTLocation: W185 A-DPresenter: Dr. Hiddo L. Heerspink, PhD Presentation Title: Sustained Weight Reduction by Thresholds in Adults with Obesity and Prediabetes Treated with Tirzepatide over 176 Weeks (SURMOUNT-1)Abstract Number: 144-ORPresentation Date & Time: Friday, June 20, 5:30 to 6:30 p.m. CDTLocation: W196 BCPresenter: Jamy D. Ard, MD Presentation Title: SURMOUNT-5 Tirzepatide vs. Semaglutide for Obesity—Rapid Responders and Associated Weight Reduction and SafetyAbstract Number: 224-ORPresentation Date & Time: Saturday, June 21, 4:30 to 6 p.m. CDTLocation: W181 A-CPresenter: Louis Aronne, MD, FACP, DABOM Presentation Title: Switching from Dulaglutide to Tirzepatide in T2D—Subgroup Analyses of the SURPASS-SWITCH TrialAbstract Number: 226-ORPresentation Date & Time: Saturday, June 21, 4:30 to 6:00 p.m. CDTLocation: W181 A-CPresenter: Anita Kwan, MSc Presentation Title: Patient-Reported Outcomes in People with T2D in the SURPASS-SWITCH Phase 4 Clinical TrialAbstract Number: 227-ORPresentation Date & Time: Saturday, June 21, 4:30 to 6:00 p.m. CDTLocation: W181 A-CPresenter: Kristina Boye, PhD Retatrutide (investigational GIP/GLP-1/glucagon receptor agonist):Presentation Title: Comparative Metabolic Effects of Semaglutide, Tirzepatide, and Retatrutide in a Monogenic (db/db) Mouse Model of ObesityAbstract Number: 2169-LBPresentation Date & Time: Sunday, June 22, 12:30 to 1:30 p.m. CDTLocation: Poster Hall (Hall F1)Presenter: Ansarullah, PhD Eloralintide (investigational amylin receptor agonist):Presentation Title: Eloralintide (LY3841136), a Selective Amylin Mimetic, Lowered Body Weight with Improved Quality of Weight Loss and GI Tolerability in Rats Compared with CagrilintideAbstract Number: 849-PPresentation Date & Time: Sunday, June 22, 12:30 to 1:30 p.m. CDTLocation: Poster Hall (Hall F1)Presenter: Daniel A Briere Presentation Title: Eloralintide, a Selective, Long-Acting Amylin Receptor Agonist for Obesity—Phase 1 Proof of ConceptAbstract Number: 882-PPresentation Date & Time: Sunday, June 22, 12:30 to 1:30 p.m. CDTLocation: Poster Hall (Hall F1)Presenter: Edward J. Pratt, MD Bimagrumab (investigational activin pathway inhibitor):Presentation Title: Can We Improve the Quality of Weight Loss by Augmenting Fat Mass Loss while Preserving Lean Mass? The BELIEVE Study of Bimagrumab + SemaglutidePresentation Date & Time: Monday, June 23, 8 to 9:30 a.m. CDTLocation: W375 APresenters: Lee M. Kaplan, MD, PhD; Ronenn Roubenoff, MD, MHS; Penelope Montgomery, MD; Steven B. Heymsfield, MD; Louis J. Aronne, MD, FACP, DABOM; Ania M. Jastreboff, MD, PhD About orforglipron Orforglipron (or-for-GLIP-ron) is an investigational, once-daily small molecule (non-peptide) oral glucagon-like peptide-1 (GLP-1) receptor agonist that can be taken any time of the day without restrictions on food and water intake. Orforglipron was discovered by Chugai Pharmaceutical Co., Ltd. and licensed by Lilly in 2018. Chugai and Lilly published preclinical pharmacology data for this molecule together. Lilly is running Phase 3 studies on orforglipron for the treatment of type 2 diabetes and for weight management in adults with obesity or overweight with at least one weight-related medical problem. It is also being studied as a potential treatment for obstructive sleep apnea and hypertension in adults with obesity. About insulin efsitora alfa Insulin efsitora alfa (efsitora) is an investigational once-weekly basal insulin, a fusion protein that combines a novel single-chain variant of insulin with a human IgG2 Fc domain. It is specifically designed for once-weekly subcutaneous administration, and with its low peak-to-trough ratio, it has the potential to provide more stable glucose levels (less glucose variability) throughout the week. Efsitora is in Phase 3 development for adults with type 1 and 2 diabetes. About retatrutideRetatrutide is an investigational once-weekly triple hormone receptor agonist. Retatrutide is a single molecule that activates the body's receptors for glucose-dependent insulinotropic polypeptide (GIP), GLP-1, and glucagon. Lilly is studying retatrutide in several Phase 3 clinical trials to evaluate its potential efficacy and safety in obesity and type 2 diabetes, as well as across multiple obesity-related complications, such as osteoarthritis and obstructive sleep apnea. About eloralintideEloralintide is an investigational selective, long-acting amylin receptor agonist designed to mimic the effects of native amylin while potentially improving tolerability and quality of weight loss. Lilly is studying eloralintide in clinical trials to evaluate its potential efficacy and safety in obesity. About bimagrumabBimagrumab is an investigational monoclonal antibody that blocks activin type II receptors, which may promote muscle growth and fat mass reduction. Bimagrumab was discovered by Novartis and later advanced by Versanis Bio for the treatment of obesity. Versanis Bio was acquired by Lilly in 2023. Lilly is currently running studies of bimagrumab in combination with incretins to assess its ability to improve the quality of weight loss by preserving lean mass while reducing fat mass in adults with overweight or obesity. About tirzepatide Tirzepatide is a once-weekly dual GIP receptor and GLP-1 receptor agonist. Tirzepatide is a single molecule that activates the body's receptors for GIP and GLP-1, which are natural incretin hormones. Both GIP and GLP-1 receptors are found in areas of the human brain important for appetite regulation. Tirzepatide decreases calorie intake, and the effects are likely mediated by affecting appetite. Studies of tirzepatide in chronic kidney disease (CKD) and morbidity/mortality in obesity (MMO) are ongoing. Tirzepatide has been approved by the U.S. FDA as Mounjaro for adults with type 2 diabetes to improve glycemic control, and as Zepbound for adults with obesity, or some adults who are overweight and also have at least one weight-related medical problem, to lose weight and keep it off. Additionally, Zepbound is FDA-approved to treat adults with moderate-to-severe obstructive sleep apnea and obesity. Tirzepatide is also approved as Mounjaro in some countries outside the U.S. for adults with type 2 diabetes, obesity or those who are overweight who also have a weight-related comorbid condition. Both Mounjaro and Zepbound should be used in combination with diet and exercise. INDICATIONS AND SAFETY SUMMARY WITH WARNINGS Zepbound (ZEHP-bownd) is an injectable prescription medicine that may help adults with: obesity, or some adults with overweight who also have weight-related medical problems to lose excess body weight and keep the weight off. moderate-to-severe obstructive sleep apnea (OSA) and obesity to improve their OSA. It should be used with a reduced-calorie diet and increased physical activity. Zepbound contains tirzepatide and should not be used with other tirzepatide-containing products or any GLP-1 receptor agonist medicines. It is not known if Zepbound is safe and effective for use in children. Warnings - Zepbound may cause tumors in the thyroid, including thyroid cancer. Watch for possible symptoms, such as a lump or swelling in the neck, hoarseness, trouble swallowing, or shortness of breath. If you have any of these symptoms, tell your healthcare provider. Do not use Zepbound if you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC). Do not use Zepbound if you have Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). Do not use Zepbound if you have had a serious allergic reaction to tirzepatide or any of the ingredients in Zepbound. Zepbound may cause serious side effects, including: Severe stomach problems. Stomach problems, sometimes severe, have been reported in people who use Zepbound. Tell your healthcare provider if you have stomach problems that are severe or will not go away. Kidney problems (kidney failure). Diarrhea, nausea, and vomiting may cause a loss of fluids (dehydration), which may cause kidney problems. It is important for you to drink fluids to help reduce your chance of dehydration. Gallbladder problems. Gallbladder problems have happened in some people who use Zepbound. Tell your healthcare provider right away if you get symptoms of gallbladder problems, which may include pain in your upper stomach (abdomen), fever, yellowing of skin or eyes (jaundice), or clay-colored stools. Inflammation of the pancreas (pancreatitis). Stop using Zepbound and call your healthcare provider right away if you have severe pain in your stomach area (abdomen) that will not go away, with or without vomiting. You may feel the pain from your abdomen to your back. Serious allergic reactions. Stop using Zepbound and get medical help right away if you have any symptoms of a serious allergic reaction, including swelling of your face, lips, tongue or throat, problems breathing or swallowing, severe rash or itching, fainting or feeling dizzy, or very rapid heartbeat. Low blood sugar (hypoglycemia). Your risk for getting low blood sugar may be higher if you use Zepbound with medicines that can cause low blood sugar, such as a sulfonylurea or insulin. Signs and symptoms of low blood sugar may include dizziness or light-headedness, sweating, confusion or drowsiness, headache, blurred vision, slurred speech, shakiness, fast heartbeat, anxiety, irritability, mood changes, hunger, weakness or feeling jittery. Changes in vision in patients with type 2 diabetes. Tell your healthcare provider if you have changes in vision during treatment with Zepbound. Depression or thoughts of suicide. You should pay attention to changes in your mood, behaviors, feelings or thoughts. Call your healthcare provider right away if you have any mental changes that are new, worse, or worry you. Food or liquid getting into the lungs during surgery or other procedures that use anesthesia or deep sleepiness (deep sedation). Zepbound may increase the chance of food getting into your lungs during surgery or other procedures. Tell all your healthcare providers that you are taking Zepbound before you are scheduled to have surgery or other procedures. Common side effects The most common side effects of Zepbound include nausea, diarrhea, vomiting, constipation, stomach (abdominal) pain, indigestion, injection site reactions, feeling tired, allergic reactions, belching, hair loss, and heartburn. These are not all the possible side effects of Zepbound. Talk to your healthcare provider about any side effect that bothers you or doesn't go away. Tell your doctor if you have any side effects. You can report side effects at 1-800-FDA-1088 or Before using Zepbound Your healthcare provider should show you how to use Zepbound before you use it for the first time. Tell your healthcare provider if you are taking medicines to treat diabetes including an insulin or sulfonylurea which could increase your risk of low blood sugar. Talk to your healthcare provider about low blood sugar levels and how to manage them. If you take birth control pills by mouth, talk to your healthcare provider before you use Zepbound. Birth control pills may not work as well while using Zepbound. Your healthcare provider may recommend another type of birth control for 4 weeks after you start Zepbound and for 4 weeks after each increase in your dose of Zepbound. Review these questions with your healthcare provider: ❑ Do you have other medical conditions, including problems with your pancreas or kidneys, or severe problems with your stomach, such as slowed emptying of your stomach (gastroparesis) or problems digesting food? ❑ Do you take diabetes medicines, such as insulin or sulfonylureas? ❑ Do you have a history of diabetic retinopathy? ❑ Are you scheduled to have surgery or other procedures that use anesthesia or deep sleepiness (deep sedation)? ❑ Do you take any other prescription medicines or over-the-counter drugs, vitamins, or herbal supplements? ❑ Are you pregnant, plan to become pregnant, breastfeeding, or plan to breastfeed? Zepbound may harm your unborn baby. Tell your healthcare provider if you become pregnant while using Zepbound. It is not known if Zepbound passes into your breast milk. You should talk with your healthcare provider about the best way to feed your baby while using Zepbound. Pregnancy Exposure Registry: There will be a pregnancy exposure registry for women who have taken Zepbound during pregnancy. The purpose of this registry is to collect information about the health of you and your baby. Talk to your healthcare provider about how you can take part in this registry, or you may contact Lilly at 1-800-LillyRx (1-800-545-5979). How to take Read the Instructions for Use that come with Zepbound. Use Zepbound exactly as your healthcare provider says. Use Zepbound with a reduced-calorie diet and increased physical activity. Zepbound is injected under the skin (subcutaneously) of your stomach (abdomen), thigh, or upper arm. Use Zepbound 1 time each week, at any time of the day. Change (rotate) your injection site with each weekly injection. Do not use the same site for each injection. If you take too much Zepbound, call your healthcare provider, seek medical advice promptly, or contact a Poison Center expert right away at 1-800-222-1222. Zepbound injection is approved as a 2.5 mg, 5 mg, 7.5 mg, 10 mg, 12.5 mg, or 15 mg per 0.5 mL in single-dose pen or single-dose vial. Learn more Zepbound is a prescription medicine. For more information, call 1-800-LillyRx (1-800-545-5979) or go to This summary provides basic information about Zepbound but does not include all information known about this medicine. Read the information that comes with your prescription each time your prescription is filled. This information does not take the place of talking with your healthcare provider. Be sure to talk to your healthcare provider about Zepbound and how to take it. Your healthcare provider is the best person to help you decide if Zepbound is right for you. ZP CON BS 20DEC2024 Zepbound® and its delivery device base are registered trademarks owned or licensed by Eli Lilly and Company, its subsidiaries, or affiliates. INDICATION AND SAFETY SUMMARY WITH WARNINGS Mounjaro® (mown-JAHR-OH) is an injectable medicine for adults with type 2 diabetes used along with diet and exercise to improve blood sugar (glucose). It is not known if Mounjaro can be used in people who have had inflammation of the pancreas (pancreatitis). Mounjaro is not for use in people with type 1 diabetes. It is not known if Mounjaro is safe and effective for use in children under 18 years of age. Warnings - Mounjaro may cause tumors in the thyroid, including thyroid cancer. Watch for possible symptoms, such as a lump or swelling in the neck, hoarseness, trouble swallowing, or shortness of breath. If you have any of these symptoms, tell your healthcare provider. Do not use Mounjaro if you or any of your family have ever had a type of thyroid cancer called medullary thyroid carcinoma (MTC). Do not use Mounjaro if you have Multiple Endocrine Neoplasia syndrome type 2 (MEN 2). Do not use Mounjaro if you are allergic to it or any of the ingredients in Mounjaro. Mounjaro may cause serious side effects, including: Inflammation of the pancreas (pancreatitis). Stop using Mounjaro and call your healthcare provider right away if you have severe pain in your stomach area (abdomen) that will not go away, with or without vomiting. You may feel the pain from your abdomen to your back. Low blood sugar (hypoglycemia). Your risk for getting low blood sugar may be higher if you use Mounjaro with another medicine that can cause low blood sugar, such as a sulfonylurea or insulin. Signs and symptoms of low blood sugar may include dizziness or light-headedness, sweating, confusion or drowsiness, headache, blurred vision, slurred speech, shakiness, fast heartbeat, anxiety, irritability, or mood changes, hunger, weakness and feeling jittery. Serious allergic reactions. Stop using Mounjaro and get medical help right away if you have any symptoms of a serious allergic reaction, including swelling of your face, lips, tongue or throat, problems breathing or swallowing, severe rash or itching, fainting or feeling dizzy, and very rapid heartbeat. Kidney problems (kidney failure). In people who have kidney problems, diarrhea, nausea, and vomiting may cause a loss of fluids (dehydration), which may cause kidney problems to get worse. It is important for you to drink fluids to help reduce your chance of dehydration. Severe stomach problems. Stomach problems, sometimes severe, have been reported in people who use Mounjaro. Tell your healthcare provider if you have stomach problems that are severe or will not go away. Changes in vision. Tell your healthcare provider if you have changes in vision during treatment with Mounjaro. Gallbladder problems. Gallbladder problems have happened in some people who use Mounjaro. Tell your healthcare provider right away if you get symptoms of gallbladder problems, which may include pain in your upper stomach (abdomen), fever, yellowing of skin or eyes (jaundice), and clay-colored stools. Food or liquid getting into the lungs during surgery or other procedures that use anesthesia or deep sleepiness (deep sedation). Mounjaro may increase the chance of food getting into your lungs during surgery or other procedures. Tell all your healthcare providers that you are taking Mounjaro before you are scheduled to have surgery or other procedures. Common side effects The most common side effects of Mounjaro include nausea, diarrhea, decreased appetite, vomiting, constipation, indigestion, and stomach (abdominal) pain. These are not all the possible side effects of Mounjaro. Talk to your healthcare provider about any side effect that bothers you or doesn't go away. Tell your healthcare provider if you have any side effects. You can report side effects at 1-800-FDA-1088 or Before using Mounjaro Your healthcare provider should show you how to use Mounjaro before you use it for the first time. Talk to your healthcare provider about low blood sugar and how to manage it. If you take birth control pills by mouth, talk to your healthcare provider before you use Mounjaro. Birth control pills may not work as well while using Mounjaro. Your healthcare provider may recommend another type of birth control for 4 weeks after you start Mounjaro and for 4 weeks after each increase in your dose of Mounjaro. Review these questions with your healthcare provider:❑ Do you have other medical conditions, including problems with your pancreas or kidneys, or severe problems with your stomach, such as slowed emptying of your stomach (gastroparesis) or problems digesting food?❑ Do you take other diabetes medicines, such as insulin or sulfonylureas?❑ Do you have a history of diabetic retinopathy?❑ Are you scheduled to have surgery or other procedures that use anesthesia or deep sleepiness (deep sedation)?❑ Are you pregnant, plan to become pregnant, breastfeeding, or plan to breastfeed? It is not known if Mounjaro will harm your unborn baby or pass into your breast milk.❑ Do you take any other prescription medicines or over-the-counter drugs, vitamins, or herbal supplements? How to take Read the Instructions for Use that come with Mounjaro. Use Mounjaro exactly as your healthcare provider says. Mounjaro is injected under the skin (subcutaneously) of your stomach (abdomen), thigh, or upper arm. Use Mounjaro 1 time each week, at any time of the day. Do not mix insulin and Mounjaro together in the same injection. You may give an injection of Mounjaro and insulin in the same body area (such as your stomach area), but not right next to each other. Change (rotate) your injection site with each weekly injection. Do not use the same site for each injection. If you take too much Mounjaro, call your healthcare provider or seek medical advice promptly. Learn more Mounjaro is a prescription medicine available as a pre-filled single-dose pen in 2.5 mg, 5 mg, 7.5 mg, 10 mg, 12.5 mg, or 15 mg per 0.5 mL injection. For more information, call 1-833-807-MJRO (833-807-6576) or go to This summary provides basic information about Mounjaro but does not include all information known about this medicine. Read the information that comes with your prescription each time your prescription is filled. This information does not take the place of talking with your healthcare provider. Be sure to talk to your healthcare provider about Mounjaro and how to take it. Your healthcare provider is the best person to help you decide if Mounjaro is right for you. TR CON CBS 05NOV2024Mounjaro® and its delivery device base are registered trademarks owned or licensed by Eli Lilly and Company, its subsidiaries, or affiliates. About LillyLilly is a medicine company turning science into healing to make life better for people around the world. We've been pioneering life-changing discoveries for nearly 150 years, and today our medicines help tens of millions of people across the globe. Harnessing the power of biotechnology, chemistry and genetic medicine, our scientists are urgently advancing new discoveries to solve some of the world's most significant health challenges: redefining diabetes care; treating obesity and curtailing its most devastating long-term effects; advancing the fight against Alzheimer's disease; providing solutions to some of the most debilitating immune system disorders; and transforming the most difficult-to-treat cancers into manageable diseases. With each step toward a healthier world, we're motivated by one thing: making life better for millions more people. That includes delivering innovative clinical trials that reflect the diversity of our world and working to ensure our medicines are accessible and affordable. To learn more, visit and or follow us on Facebook, Instagram and LinkedIn. P-LLY Trademarks and Trade NamesAll trademarks or trade names referred to in this press release are the property of the company, or, to the extent trademarks or trade names belonging to other companies are references in this press release, the property of their respective owners. Solely for convenience, the trademarks and trade names in this press release are referred to without the ® and ™ symbols, but such references should not be construed as any indicator that the company or, to the extent applicable, their respective owners will not assert, to the fullest extent under applicable law, the company's or their rights thereto. We do not intend the use or display of other companies' trademarks and trade names to imply a relationship with, or endorsement or sponsorship of us by, any other companies. Cautionary Statement Regarding Forward-Looking StatementsThis press release contains forward-looking statements (as that term is defined in the Private Securities Litigation Reform Act of 1995), including statements regarding the efficacy, safety and potential regulatory progress of Lilly's investigational medicines such as orforglipron as a potential treatment for adults with type 2 diabetes, insulin efsitora alfa as a potential treatment for adults with type 2 diabetes, retatrutide for potential use across multiple cardiometabolic indications, bimagrumab for potential use alone and in combination with other GLP-1 therapies in adults with overweight or obesity, eloralintide as a potential treatment for obesity and weight management, statements about the efficacy and safety of Zepbound (tirzepatide) as an approved treatment for adults with obesity or overweight, statements about the efficacy and safety of Mounjaro (tirzepatide) as an approved treatment for adults with type 2 diabetes, and reflects Lilly's current belief and expectations. However, as with any investigational and pharmaceutical product, there are substantial risks and uncertainties in the process of drug research, development, and commercialization. Among other things, there can be no guarantee that studies will be initiated or completed as planned, that future study results will be consistent with the results to date, that investigational medicines will receive regulatory approval, or that approved medicines will achieve anticipated commercial success. Additionally, regulatory timelines and commercialization efforts may evolve based on emerging data, competitive dynamics, and regulatory interactions. For further discussion of these and other risks and uncertainties that could cause actual results to differ from Lilly's expectations, see Lilly's Form 10-K and Form 10-Q filings with the United States Securities and Exchange Commission. Except as required by law, Lilly undertakes no duty to update forward-looking statements to reflect events after the date of this release. Refer to: Brooke Frost; 317-432-9145 (Media)Michael Czapar; czapar_michael_c@ 317-617-0983 (Investors) View original content to download multimedia: SOURCE Eli Lilly and Company Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Why Ozempic maker Novo Nordisk is losing its lead in weight-loss drugs
Why Ozempic maker Novo Nordisk is losing its lead in weight-loss drugs

Business Standard

time2 days ago

  • Business
  • Business Standard

Why Ozempic maker Novo Nordisk is losing its lead in weight-loss drugs

In 2023, Novo Nordisk overtook Louis Vuitton Moët Hennessy (LVMH) to become Europe's most valuable company, riding the meteoric rise of its weight-loss and diabetes drugs, Wegovy and Ozempic. But soon after, the Danish firm has seen its dominance slip as rival Eli Lilly surged ahead in drug efficacy, manufacturing, and marketing. Despite controlling 62 per cent of the GLP-1 agonist market, drugs that mimic gut hormones to suppress appetite, Novo Nordisk's share prices have tumbled over 50 per cent in the past year. Internal struggles, product shortages, and clinical trial disappointments have raised doubts about the company's long-term prospects in a market expected to be worth $150 billion annually by 2035, reported The Wall Street Journal (WSJ). Earlier this month, these concerns culminated in a surprise leadership shakeup. The company's controlling foundation forced the ouster of CEO Lars Fruergaard Jørgensen, signalling a growing urgency to course-correct. How Wegovy's underestimation hurt Novo Nordisk's momentum Novo Nordisk's early misstep was a critical underestimation of demand for Wegovy, launched in 2021 as a weight-loss version of its blockbuster diabetes drug Ozempic. Based on the limited uptake of an earlier weight-loss drug, Saxenda, the company prepared for modest sales and used a cautious manufacturing model, blending internal and contract production. But five weeks post-launch, prescriptions for Wegovy exceeded what Saxenda had taken five years to achieve. Instead of scaling up rapidly, Novo responded by limiting supply, urging doctors not to start new patients and rationing lower-dose starter kits to protect supplies for existing users, according to WSJ. This decision had serious consequences. Shortages pushed consumers toward compounded, copycat versions of semaglutide sold at lower prices through US compounding pharmacies. Telehealth platforms capitalised on this gap, offering cheaper alternatives and eating into Novo Nordisk's market share. It is important to note that the firm has recently announced that it plans to bring Wegovy to Indian markets as well. How Eli Lilly capitalised on Novo Nordisk's supply and trial delays Eli Lilly, once trailing in the weight-loss space, quickly filled the supply void. It launched Mounjaro for diabetes in 2022 and followed up with Zepbound, a weight-loss version, in 2023. Zepbound's clinical data showed over 20 per cent body weight reduction, surpassing Wegovy's results. While Lilly also faced supply constraints, it managed to resolve them faster than Novo Nordisk. Today, weekly US prescriptions for Zepbound have overtaken Wegovy's, and Mounjaro is closing in on Ozempic's numbers. Lilly also moved faster on consumer engagement. It launched a direct-to-patient service offering discounted weight-loss drugs and was first to partner with telehealth firm Ro. Novo Nordisk only rolled out similar initiatives months later. Lilly's drug pipeline surges while Novo Nordisk stumbles in trials While Lilly has emerged with a promising R&D pipeline, Novo Nordisk has faced disappointing results. In December, lacklustre trial data for its experimental combination drug CagriSema triggered a 20 per cent plunge in its share value, erasing nearly $100 billion in market capitalisation. Although CagriSema is still in phase 3 trials and has demonstrated weight-loss benefits, it has failed to distinguish itself from existing therapies in head-to-head comparisons. Meanwhile, Eli Lilly's Orforglipron, a once-daily oral GLP-1 agonist, has cleared initial phase 3 trials. Analysts see this as a significant development, as small-molecule oral drugs are typically cheaper and easier to manufacture compared to injectables. Novo Nordisk hopes to bring an oral form of semaglutide (Wegovy) to market by the end of 2025, but it is already perceived as lagging in the next-generation obesity drug race. Eli Lilly, meanwhile, announced earlier this month that a head-to-head clinical trial showed that its obesity drug tirzepatide (sold as Mounjaro) led to greater weight loss in adults than semaglutide (sold as Wegovy). India's anti-obesity drug market quadruples in five years India's anti-obesity drug market has expanded more than fourfold over the past five years, driven by a surge in lifestyle-related diseases, greater affordability, and a growing willingness among affluent consumers to pay for weight-loss treatments. Data from PharmaTrac, an industry tracker, shows the market reached ₹576 crore as of March 2025, up from ₹133 crore in March 2021. The growth has been spearheaded by GLP-1 receptor agonists, particularly semaglutide, which accounts for 69 per cent of the market at ₹397 crore. Novo Nordisk's oral semaglutide pill, Rybelsus, launched in 2022, has emerged as the key growth driver, overtaking older molecules such as orlistat and liraglutide. Also read: However, price remains a key barrier to wider access. Eli Lilly's Mounjaro is priced between ₹14,000 to ₹17,500 per month in India, depending on the dosage, making it unaffordable for most patients outside the top-income bracket. Analysts estimate that even if just 0.5 per cent of India's 101 million diabetics adopt these injectable therapies, the market could generate $1.5 billion in annual revenue. Despite the premium pricing, market experts expect significant expansion post-2026, when semaglutide goes off-patent and generic versions become available. According to Vishal Manchanda, senior vice-president of institutional research at Systematix Group, generics are likely to be priced up to 95 per cent lower, triggering a dramatic rise in volumes. Meanwhile, non-GLP-1 weight-loss drugs continue to maintain a limited footprint. Orlistat holds a market value of ₹72 crore, followed by dulaglutide (₹72 crore) and liraglutide (₹34 crore), according to Pharmarack data. Additionally, scientists have found that certain weight-loss drugs, originally developed to treat type 2 diabetes, might not only help people shed kilos but also significantly lower the risk of obesity-related cancers. Can Novo Nordisk regain its global weight-loss drug dominance? Despite its setbacks, Novo Nordisk is not out of the picture. It has ramped up investment in production, including a $16 billion deal through its foundation to acquire contract manufacturer Catalent. In the US, it recently partnered with CVS to make Wegovy the preferred weight-loss drug under the pharmacy chain's benefit plans. The battle between Novo Nordisk and Eli Lilly is far from over. Both companies dominate the GLP-1 market, and the cost, efficacy, and safety of future therapies will determine how market share evolves.

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