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The Rundown

Deep Dive: Novo Nordisk & Eli Lilly Stumble Into Next Phase of Ozempic Era

10 Aug 2025

Description

Two pharma giants, Eli Lilly and Novo Nordisk, are in a high-stakes race for leadership in the $150 billion GLP-1 obesity drug market. We examine Lilly’s latest earnings, the mixed results from its oral pill orforglipron, and Novo’s push with higher-dose oral semaglutide. We also look at how manufacturing scale, global expansion, and a growing compounding drug controversy could shape the outcome. This is the inside story of the GLP-1 wars and the companies vying to define the future of weight loss.This video is for informational purposes only and reflects the views of the host and guest, not Public Holdings or its subsidiaries. Mentions of assets are not recommendations. Investing involves risk, including loss. Past performance does not guarantee future results. For full disclosures, visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Public.com/disclosures⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.

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