$LLY (+2,71%)
$NOVO B (+2,39%)
$NVO (+2,1%)
Das pillenbasierte Abnehmmittel von $LLY (+2,71%) zeigt deutlich schlechtere Ergebnisse als das pillenbasierte Abnehmmittel von $NOVO B (+2,39%) (beide in Studien) – siehe Vergleich unten:
Novo führt als erste Abnehmpille:
Eli Lilly's Results Fell Slightly Below Expectations
While orforglipron helped patients lose around 12% of their body weight, analysts were expecting closer to 15%. That means:
The pill is promising, but not clearly superior to Novo’s Wegovy, which offers comparable or better results.
This could ease investor concerns that Eli Lilly would quickly dominate or disrupt the market.
2. Side Effects & Discontinuation Rates Raised Concerns
The discontinuation rate on the highest dose of orforglipron was 10.3%, and overall dropout was close to 25%, which is higher than for injectable GLP-1s like Wegovy (around 7%).
This makes Novo’s products look more tolerable and clinically more stable in comparison.
3. Time Advantage for Novo Nordisk
Eli Lilly doesn’t plan to launch the pill until 2026, so there is no immediate competitive threat to Wegovy.
Novo Nordisk already has market dominance with Wegovy and Rybelsus (an oral GLP-1 for diabetes), giving it a strong head start.
4. Market Expansion Narrative
Investors often interpret positive data from a rival as a sign that the entire GLP-1 category is strong and expanding.
If Lilly’s pill works and gets approved, it validates the GLP-1 space further.
This strengthens the long-term outlook for Novo Nordisk as a major player in that market.
5. Speculation About Novo’s Own Oral GLP-1 Development
Investors may believe Novo has room to improve or accelerate its own oral GLP-1 pipeline.
The race for oral treatments is far from over, and Novo is still a top contender with deep experience in the GLP-1 space.
Summary
Novo Nordisk stock is likely up because:
Eli Lilly’s results were strong but not better than expected.
There were tolerability concerns with Lilly’s pill.
Novo still has the lead in market and product availability.
The data boosts confidence in the entire GLP-1 market.
