The underrated winner in the battle for the weight loss pill
Goldman Sachs sees a 60% market share for Lilly and only 21% for Novo? This is completely absurd to me – Novo delivers the clearly stronger effect!


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Eli Lilly's oral drug showed a 10.5% weight loss in 72 weeks – that's good, but not a game changer! Novo Nordisk's oral semaglutide with a 15% weight loss clearly convinces me more clinically. Both companies produce tablets cheaper than injections, but for a stronger weight loss, consumers may be willing to pay more. I recognize the application advantage of Lilly: use is simpler, there's no strict fasting times, which could promote acceptance in the market. However, given the manageable effect, I see Novo ahead in the oral segment. Economically,...
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