Novo is betting on its next chapter as Eli Lilly gains more ground in GLP-1s

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  "company": {
    "name": "Eli Lilly",
    "domain": "lilly.com"
  },
  "data": {
    "url": "https://www.cnbc.com/2026/09/25/novo-eli-lilly-obesity-drugs.html",
    "title": "Novo is betting on its next chapter as Eli Lilly gains more ground in GLP-1s",
    "excerpt": "In this article Every time Novo urges investors to look ahead, Eli Lilly gives them another reason to look back at its widening lead over the Danish drugmaker. Novo this week laid out an ambitious strategy to reignite growth beyond its top-selling Wegovy and Ozempic injections, which face patent expirations in key markets in the early 2030s. At its Capital Markets Day on Monday, the company promised a pipeline of potential blockbuster products, including drugs that would diversify from its core area of obesity and diabetes. But Wall Street so far isn't convinced by Novo's road map. Investors pummeled the drugmaker's stock, underwhelmed by growth targets that matched industry averages rather than outpacing them. They were also skeptical of the lack of clarity around a near-term turnaround plan. At the same time, Lilly continues to chip away at its rival's market share - including in the burgeoning obesity pill space. Novo hopes to keep its early lead in the oral weight loss market after the successful launch of the Wegovy pill, months ahead of Lilly's rival pill, Foundayo. Novo CEO Mike Doustdar told CNBC on Tuesday that early adoption suggests patients may have been waiting for an alternative to injections. \"If that continues to the extent that we have seen, then yes, mathematically, by the end of the decade, there is going to be a larger portion on the pill than injectable,\"...",
    "summary": "Eli Lilly held about a 61% share in the U.S. GLP-1 market in the second quarter, compared to Novo's 39%.",
    "location": "United States",
    "planning": false,
    "image_url": "https://image.cnbcfm.com/api/v1/image/108261536-1770233397984-Side_by_Side_template.jpg?v=1770233491&w=1920&h=1080",
    "confidence": 0.9,
    "recognition": "61% share in the U.S. GLP-1 space in the second quarter",
    "published_at": "2026-09-25T11:00:01Z",
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        "country": "United States",
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    "article_sentence": "Lilly said in August that it held about a 61% share in the U.S. GLP-1 space in the second quarter, while Novo held roughly 39%.",
    "related_company_name": "Novo",
    "related_company_domain": "novonordisk.com"
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