Following successful Phase 3 trials for its oral weight-loss drug, orforglipron, Eli Lilly is positioned to enter the lucrative obesity treatment market. This development creates a new investment theme focused on pharmaceutical companies developing patient-friendly, oral alternatives to injectable GLP-1 therapies.
Published on August 27
The obesity treatment market is transitioning from injectable therapies to convenient oral alternatives. This shift could dramatically expand patient access and create massive commercial opportunities for early innovators.
Eli Lilly's successful Phase 3 trials have proven that oral obesity drugs can work effectively. This validation is attracting significant investor interest and could trigger a wave of competitive developments across the sector.
These companies were carefully chosen by professional analysts for their potential to benefit from the oral obesity treatment revolution. Each represents a strategic position in this emerging multi-billion dollar market opportunity.
The obesity treatment market is experiencing a revolutionary shift from injectable therapies to convenient oral alternatives. Following Eli Lilly's successful Phase 3 trials for orforglipron, we've identified companies positioned to benefit from this transition to patient-friendly oral drugs that could dramatically expand market access and improve treatment adherence.
This group focuses on biopharmaceutical companies developing oral metabolic therapies, particularly GLP-1 agonists and other innovative mechanisms for weight management. These companies range from established pharmaceutical giants to specialised biotechnology firms, all working to create more accessible alternatives to current injectable treatments.
Each company was handpicked by professional analysts for their potential to compete in or benefit from the validation of oral obesity treatments. They represent key innovators positioned to capture significant commercial value as the market transitions from needles to pills, offering investors exposure to this biotechnological advancement.
Market capitalisation breakdown for a basket focused on oral obesity treatments beyond injectables.
LLY: $756.76B
NVO: $180.85B
GPCR: $1.55B
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Eli Lilly & Co
LLY
Current Price
$1,240.36
Leading pharmaceutical company with successful Phase 3 trials for oral weight-loss drug orforglipron, positioning it at the forefront of the oral obes...
Leading pharmaceutical company with successful Phase 3 trials for oral weight-loss drug orforglipron, positioning it at the forefront of the oral obesity treatment revolution.
NOVO NORDISK A/S ADR-EACH CNV INTO 1 CLASS'B'DKK1
NVO
Current Price
$48.25
Major pharmaceutical company with established presence in diabetes and obesity treatments, well-positioned to compete in the emerging oral therapy mar...
Major pharmaceutical company with established presence in diabetes and obesity treatments, well-positioned to compete in the emerging oral therapy market.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+271.61%
On average, analysts expect assets in this group to grow 271.61% over the next year.
11 of 13 assets in this group are rated Buy by professional analysts.
