Assessing LLY’s Competition in the Obesity Space and New

The obesity therapy market is rapidly growing, particularly following Eli Lilly and Novo Nordisk’s success with GLP-1 drugs. Eli Lilly’s Mounjaro and Zepbound, along with Novo Nordisk’s Ozempic and Wegovy, are expected to lead this space for the next two to three years. An effective GLP-1 oral pill for weight loss could significantly impact the market, with Eli Lilly well-positioned to compete, alongside Pfizer and Roche. Beyond current GLP-1 sales potential, Eli Lilly is also seen favorably due to Tirzepatide's indication expansions, the new Alzheimer's drug Kisunla, and its focus on innovation and AI.