Eli Lilly vs Novo Nordisk

Explore a detailed comparison between Eli Lilly and Company and Novo Nordisk A/S. This page analyses their respective business models, evaluates their financial performance, and examines the market context influencing their stock valuations. Gain insights into these pharmaceutical giants. Educational content, not financial advice.

Explore a detailed comparison between Eli Lilly and Company and Novo Nordisk A/S. This page analyses their respective business models, evaluates their financial performance, and examines the market co...

Comparison Snapshot

Key Financial Metrics

LLY

Metric

NVO

$1.00T

Market Cap

$213.25B

5.54%

Potential Profit

-9.70%

Buy

Analyst Rating

Hold

Why It's Moving

FDA Delay on Lilly's Weight-Loss Pill Sparks Dip, but Pipeline Momentum Keeps 2026 Hopes Alive

FDA postpones orforglipron decision to April 10, triggering a 4% single-day stock drop amid fears of lost market share to Novo Nordisk.
Weight-loss portfolio, led by Mounjaro and Zepbound, generated over $10 billion in the latest quarter, fueling double-digit revenue growth.
Promising data on next-gen drugs like retatrutide positions 2026 as a pivotal year, with analysts maintaining strong buy ratings despite short-term volatility.

Sentiment:

🌋Volatile

Novo Nordisk eyes blockbuster Q4 boost from Ozempic and Wegovy's surging sales amid oral pill milestone.

Ozempic and Wegovy raked in DKK 152.5 billion through nine months of 2025, underscoring their dominance in diabetes and obesity markets with key label expansions for cardiovascular and kidney benefits.
FDA approval and early January commercial launch of oral Wegovy pill beats rivals like Eli Lilly, offering easier administration to expand patient access and sales.
Upcoming Q4 results anticipated at $0.91 EPS and $12.11B revenue, with analysts watching label expansions for higher-dose Wegovy and Ozempic in peripheral artery disease.

Sentiment:

🐃Bullish

FDA Delay on Lilly's Weight-Loss Pill Sparks Dip, but Pipeline Momentum Keeps 2026 Hopes Alive

FDA postpones orforglipron decision to April 10, triggering a 4% single-day stock drop amid fears of lost market share to Novo Nordisk.
Weight-loss portfolio, led by Mounjaro and Zepbound, generated over $10 billion in the latest quarter, fueling double-digit revenue growth.
Promising data on next-gen drugs like retatrutide positions 2026 as a pivotal year, with analysts maintaining strong buy ratings despite short-term volatility.

Sentiment:

🌋Volatile

Novo Nordisk eyes blockbuster Q4 boost from Ozempic and Wegovy's surging sales amid oral pill milestone.

Ozempic and Wegovy raked in DKK 152.5 billion through nine months of 2025, underscoring their dominance in diabetes and obesity markets with key label expansions for cardiovascular and kidney benefits.
FDA approval and early January commercial launch of oral Wegovy pill beats rivals like Eli Lilly, offering easier administration to expand patient access and sales.
Upcoming Q4 results anticipated at $0.91 EPS and $12.11B revenue, with analysts watching label expansions for higher-dose Wegovy and Ozempic in peripheral artery disease.

Sentiment:

🐃Bullish

Investment Analysis

Eli Lilly

LLY

Pros

Eli Lilly dominates GLP-1 market with superior U.S. momentum in Mounjaro and Zepbound sales.
Advanced oral GLP-1 pipeline positions it ahead in next-generation obesity treatments.
Stronger pricing power and revenue growth outpace Novo Nordisk amid competition.

Considerations

Intensifying rivalry from Novo Nordisk's oral Wegovy launch erodes market share.
Regulatory delays for oral candidates heighten execution risks in innovation race.
Exposure to compounded semaglutide pressures margins and long-term profitability.

Novo Nordisk

NVO

Pros

Launch of oral Wegovy provides first-to-market edge in convenient GLP-1 formulations.
Semaglutide patent upheld in China bolsters global intellectual property protection.
Recent U.S. rollout via Amazon Pharmacy expands Wegovy accessibility and demand.

Considerations

Declining 2026 earnings estimates signal weakening profitability outlook.
Intensifying GLP-1 competition from Eli Lilly hampers Ozempic and Wegovy growth.
Pricing pressures and self-pay discounts raise concerns over margin compression.

Related Market Insights

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