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Twenty of the largest pharmaceutical companies, ranked by how much of their first-half 2026 revenue came from a single molecule. The range runs from 76.8% to 5.6%, one drug appears twice at wildly different weights, and two companies changed their largest product within the year.
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Novo Nordisk and Eli Lilly reported Q2 2026 the same week to opposite reactions. On Lilly's own measures it leads incretins in both regions, though Novo claims the larger share by volume abroad - and Novo's oral Wegovy pill is the fastest volume launch the class has produced.
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Chinese GLP-1 drugs post Western-level weight loss with strikingly low side-effect dropouts. The trials are shorter and some data is unaudited - but Lilly, AstraZeneca and Merck have already licensed in.
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Two of the most closely watched pipeline readouts in obesity pharmacology are now in. After REDEFINE 4 (CagriSema vs tirzepatide) and TRIUMPH-1 (retatrutide), it is finally possible to draw a real competitive map. This post scores each drug on what the data actually shows.
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The headline weight-loss percentages from liraglutide, semaglutide, and tirzepatide trials look like a straight-line march of progress. They are not. Inclusion criteria have shifted systematically over a decade, changing who gets enrolled and for how long - making cross-trial comparisons unreliable without a head-to-head.
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Quick status check on Novo, Lilly, and rivals after ADA 2025 - just ahead of Q2 earnings.
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GLP-1 weight loss drugs Wegovy® (semaglutide) and Zepbound® (tirzepatide) from Novo Nordisk and Eli Lilly hit markets like a tsunami, when they were approved in June 2021 and November 2023 , due to their unprecedented weight-loss efficacy 🌊 The next waves might not be as colossal, but they still hol
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The FDA on May 13th approved the dual GIP-GLP1-agonist Mounjaro ® (tirzepatide) from Eli Lilly for diabetes following the completion of the SURPASS studies (e.g. SURPASS-2 NCT03987919 ).
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Novo Nordisk continues to succeed in the GLP-1 space with semaglutide ( Ozempic ®, Rybelsus ® and Wegovy ®).
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Novo Nordisk sales and operating profit grew at 12% and 9%, respectively, at constant exchange rates. The FDA approved the once-weekly injectable anti-obesity drug Wegovy® (semaglutide) on June 4th.
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Novo Nordisk has gained market share in diabetes (29.2%), GLP-1 (49.9%) and insulin (44.5%).
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Novo Nordisk has reported their 2nd quarter results .
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Novo Nordisk is with the exception of the postponement of new clinical trials mostly unaffected by COVID-19. Sales in Q1 were however positively affected by stock piling of insulin. Growth continues to be spearheaded by Ozempic®, whereas Victoza® and Levemir® in the US continue to lead the decline.
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The revenue from anti-diabetic drugs in the US is flat across companies such as Novo Nordisk, Eli Lilly, Merck and Sanofi despite the growth of Ozempic ® due to declining sales of Lantus ® (insulin glargine from Sanofi), Victoza ® (GLP1 liraglutide from Novo Nordisk), Levemir ® (insulin detemir from
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Novo Nordisk and Eli Lilly have both reported their Q3 results. Below are some of the headlines related to their diabetes business.
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The FDA has issued a press release regarding the approval of the first oral GLP-1 treatment for type 2 diabetes. Novo Nordisk also issued a press release on Rybelsus®. Novo Nordisk in the US issued a separate press release. In terms of future peak sales this might be the most important FDA approval
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All manufacturers of anti-diabetic drugs have issued press releases on their Q2 earnings. Novo Nordisk on August 9th and Eli Lilly on July 30th . And the 79th Scientific Sessions of the American Diabetes Association took place June 7-11, so a look at the changes in the diabetes landscape is due.
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