{"id":243317,"date":"2026-01-14T01:41:11","date_gmt":"2026-01-14T01:41:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/243317\/"},"modified":"2026-01-14T01:41:11","modified_gmt":"2026-01-14T01:41:11","slug":"can-novo-nordisk-unseat-eli-lilly-as-the-weight-loss-drug-leader-in-2026","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/243317\/","title":{"rendered":"Can Novo Nordisk Unseat Eli Lilly as the Weight Loss Drug Leader in 2026?"},"content":{"rendered":"<p>The gap may be too hard to close in the next 12 months.<\/p>\n<p>Novo Nordisk (<a href=\"https:\/\/www.fool.com\/quote\/nyse\/nvo\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">NVO<\/a> 0.47%) was once the top player in the weight loss drug market. The company&#8217;s medicine, Wegovy, practically became a household name. However, it has lost the top spot to its eternal rival, Eli Lilly (<a href=\"https:\/\/www.fool.com\/quote\/nyse\/lly\/\" class=\"font-bold hover:underline\" rel=\"nofollow noopener\" target=\"_blank\">LLY<\/a> 0.35%).<\/p>\n<p>Novo Nordisk hasn&#8217;t had the last word, though, and it is now working hard to regain its lead in this fast-growing space. Can it pull it off this year? Let&#8217;s find out.<\/p>\n<p><img alt=\"Patient self-administering a shot.\" loading=\"lazy\" width=\"880\" height=\"587\" decoding=\"async\" data-nimg=\"1\" class=\"h-auto max-w-full rounded object-contain\" style=\"color:transparent\"   src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/01\/1768354871_519_.jpeg\"\/><\/p>\n<p class=\"caption\">Image source: Getty Images.<\/p>\n<p>Novo Nordisk&#8217;s best shot<\/p>\n<p>Novo Nordisk recently got an important win that could help it regain <a href=\"https:\/\/www.fool.com\/terms\/m\/market-share\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">market share<\/a>. An oral version of Wegovy has now earned the green light in the U.S.<\/p>\n<p>Oral Wegovy could attract significantly more patients. Here are three reasons why.<\/p>\n<p>First, it&#8217;s essential to consider price factors. Patients will likely pay between $149 and $299 out of pocket per month for oral Wegovy. Zepbound &#8212; marketed by Eli Lilly &#8212; costs as much as $1,000, although many, even without insurance, end up paying far less.<\/p>\n<p>Still, Novo Nordisk&#8217;s new launch will almost certainly be less expensive, on average. At a lower price, many people will accept a lower (but still competitive) efficacy.<\/p>\n<p>Second, many will also opt for oral pills over needles. Third, since pills are easier to manufacture, Novo Nordisk could reach a far greater number of patients with oral Wegovy.<\/p>\n<p>If all goes well, the company could succeed in expanding the market altogether and capturing a bigger slice of it, potentially regaining the lead from Eli Lilly.<\/p>\n<p>It might not be enough<\/p>\n<p>Eli Lilly also seems to be close to earning approval for its own oral weight loss medicine, orforglipron. It aced <a href=\"https:\/\/www.fool.com\/terms\/c\/clinical-development-phases\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">phase 3 studies<\/a> across obesity and weight management last year. What&#8217;s more, orforglipron earned a new voucher from the U.S. Food and Drug Administration (FDA) that will allow for a much shorter review time &#8212; one to two months versus the usual 10 to 12 months.<\/p>\n<p><img alt=\"Novo Nordisk Stock Quote\" loading=\"lazy\" width=\"64\" height=\"64\" decoding=\"async\" data-nimg=\"1\" class=\"w-full flex-none object-contain\" style=\"color:transparent\"  src=\"https:\/\/www.newsbeep.com\/ie\/wp-content\/uploads\/2026\/01\/1768354871_372_.png\"\/><\/p>\n<p>Today&#8217;s Change<\/p>\n<p>(-0.47%) $-0.28<\/p>\n<p>Current Price<\/p>\n<p>$59.58<\/p>\n<p>Key Data Points<\/p>\n<p>Market Cap<\/p>\n<p>$202B<\/p>\n<p>Day&#8217;s Range<\/p>\n<p>$59.15 &#8211; $60.57<\/p>\n<p>52wk Range<\/p>\n<p>$43.08 &#8211; $93.80<\/p>\n<p>Volume<\/p>\n<p>719K<\/p>\n<p>Avg Vol<\/p>\n<p>18M<\/p>\n<p>Gross Margin<\/p>\n<p>81.93%<\/p>\n<p>Dividend Yield<\/p>\n<p>2.88%<\/p>\n<p>Having submitted an application to the FDA for orforglipron late last year, we can expect Eli Lilly to earn approval for it by the end of February, unless there is a problem with the data, or it encounters another unforeseen setback, which seems somewhat unlikely. Once Eli Lilly launches orforglipron, it will likely set a price tag that somewhat rivals Novo Nordisk&#8217;s Wegovy.<\/p>\n<p>Meanwhile, the original formulation of Wegovy will continue having trouble keeping pace with Zepbound. In other words, investors shouldn&#8217;t bet on Novo Nordisk catching up to Eli Lilly this year.<\/p>\n<p>Is the stock a buy?<\/p>\n<p>Even if that&#8217;s the case, there is a compelling case to be made for Novo Nordisk. Beyond oral Wegovy, it has earned other label expansions in recent months and is racing toward the approval of its next-gen anti-obesity medicine, CagriSema. The Denmark-based <a href=\"https:\/\/www.fool.com\/investing\/stock-market\/market-sectors\/healthcare\/pharmaceutical-stocks\/\" class=\"text-cyan-900 hover:text-cyan-800\" rel=\"nofollow noopener\" target=\"_blank\">pharmaceutical giant<\/a> also has other important mid- and late-stage candidates that are expected to make progress in the coming years.<\/p>\n<p>In my view, Novo Nordisk remains a buy.<\/p>\n","protected":false},"excerpt":{"rendered":"The gap may be too hard to close in the next 12 months. Novo Nordisk (NVO 0.47%) was&hellip;\n","protected":false},"author":2,"featured_media":243318,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[103,397,396,61,60],"class_list":{"0":"post-243317","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-healthcare","8":"tag-health","9":"tag-health-care","10":"tag-healthcare","11":"tag-ie","12":"tag-ireland"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/243317","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=243317"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/243317\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/243318"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=243317"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=243317"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=243317"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}