Just saw that Nimbus teamed up with Lilly to work on a new oral obesity drug and it honestly feels like the race is getting intense now. Novo already has the lead with its oral Wegovy and that has been a big part of why their stock has stayed so strong lately. Lilly clearly does not want to be left behind and is pushing hard into pill based options too.
If Nimbus and Lilly manage to bring something effective to market, it could start shifting attention and money between these companies. Curious to see how this plays out for Novo long term since they have had such a big head start.
The obesity pill race is heating up between Lilly and Novo
byu/No_Event3925 ininvesting
Posted by No_Event3925
2 Comments
As a beginner trader, this space feels exciting but also risky. Novo has the clear head start, but Lilly pushing into oral options could change the dynamics fast. Personally, I’d be watching progress and trial results closely rather than trying to time anything too early.
Lly already has an oral version of their injection that will be approved this year. IMO NVO is ahead in the next gen drug with Amycretin showing good results in phase 2 trials.