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.
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