New Weight Loss ETF Is Essentially A Play On Eli Lilly, Novo Nordisk
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 30 2024
0mins
Source: Business Insider
- Weight-Loss Drug ETFs: Roundhill GLP-1 & Weight Loss ETF (NASDAQ:OZEM) gaining investor interest due to holdings in Eli Lilly and Novo Nordisk, key players in the weight-loss drug market.
- Targeted Investment Opportunity: OZEM offers exposure to the weight-loss sector through dominant pharmaceutical companies.
- Eli Lilly and Novo Nordisk: Industry leaders pivotal to OZEM's performance with innovative weight-loss treatments like Zepbound and amycretin.
- OZEM's Growth: Rapidly accumulating assets under management ($3.5 million) reflecting investor confidence in weight-loss drugs.
- Investing Considerations: While OZEM provides focused exposure to a promising market, investors should be aware of risks associated with niche investments and the volatility of the weight-loss drug market.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
0 Sell
Strong Buy
Current: 1160.950
Low
950.00
Averages
1192
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1500
Current: 1160.950
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, and market products in a single business segment called human pharmaceutical products. The Company manufacture and distribute its products through facilities in the United States, including Puerto Rico, and in Europe and Asia. The Company’s products are sold in approximately 90 countries. Its Cardiometabolic Health products Basaglar; Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, and others; Humulin, Humulin 70/30, and others; Jardiance; Mounjaro; Trulicity; Zepbound, and others. Its oncology products include Cyramza, Erbitux, Tyvyt, Verzenio, Retevmo, Jaypirca, and others. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. Its LillyDirect, a direct-to-patient digital health care platform, provides delivery of select Lilly medicines dispensed by third-party pharmacies to patients.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
Eli Lilly: A Leader in the GLP-1 Market
- GLP-1 Market Leadership: Eli Lilly has quickly overtaken Novo Nordisk in the GLP-1 weight-loss drug market, with Mounjaro's sales soaring 99% and Zepbound's by 175% in 2025, demonstrating strong market demand and the company's leadership position in this sector.
- Ongoing Innovation: Eli Lilly has introduced an oral version of its GLP-1 drug, which, while facing competition from Novo Nordisk's more effective pill, avoids dietary restrictions, potentially creating a competitive edge and broadening market share.
- Strategic Acquisition Moves: With nearly two-thirds of sales coming from Mounjaro and Zepbound, Eli Lilly's management recognizes the imbalance in its product portfolio and is actively acquiring to build an infectious disease business, ensuring diverse revenue streams for the future.
- Future Growth Potential: Despite Eli Lilly's high P/E ratio, its success in the GLP-1 space, continuous innovation, and strategic acquisitions leveraging GLP-1 profits make it an attractive option for growth-oriented investors.
See More
Reasons Investors Should Consider Eli Lilly Stock
- GLP-1 Market Leader: Eli Lilly has quickly overtaken Novo Nordisk in the GLP-1 weight-loss drug market, with Mounjaro's sales growing by 99% and Zepbound's by 175% in 2025, showcasing its strong market competitiveness and future growth potential.
- Continuous Innovation: Eli Lilly has introduced an oral version of its GLP-1 drugs; while Novo Nordisk's version is more effective, Eli Lilly's avoids dietary restrictions, potentially creating a complementary market presence and expanding its market share.
- Strategic Acquisition Moves: With nearly two-thirds of its sales coming from GLP-1 drugs, Eli Lilly's management is balancing its product portfolio through acquisitions of new drug candidates, ensuring sustained revenue and profitability post-patent expiration.
- Future Growth Potential: Despite a high P/E ratio, Eli Lilly's success in the GLP-1 space, ongoing innovation, and prudent acquisition strategy position it strongly for future drug development, making it attractive to growth-oriented investors.
See More
Eli Lilly Reports Positive Phase 3 Results for Jaypirca in CLL Treatment
- Clinical Trial Success: Eli Lilly's BRUIN CLL-322 trial demonstrated that the combination of Jaypirca with venetoclax and rituximab reduced the risk of disease progression or death by 45% in chronic lymphocytic leukemia patients, marking a significant improvement in treatment efficacy.
- Survival Rate Assessment: While overall survival (OS) as a key secondary endpoint is not yet mature, final testing for OS superiority is planned, indicating the potential value of the drug in chronic lymphocytic leukemia treatment.
- Treatment Safety: The overall safety profile of the combination therapy was consistent with the known safety profiles of each drug, and little additive toxicity was observed with the addition of Jaypirca, providing a solid safety foundation for clinical application.
- Industry Impact: BRUIN CLL-322 is the first Phase 3 study to show superiority over a venetoclax-containing control arm in chronic lymphocytic leukemia, reflecting current treatment patterns and emphasizing the potential of Jaypirca in improving treatment outcomes.
See More
BRUIN CLL-322 Study Shows Jaypirca Significantly Improves Outcomes in CLL Patients
- Clinical Trial Results: The BRUIN CLL-322 study demonstrated that the addition of Jaypirca to a regimen of venetoclax and rituximab reduced the risk of disease progression or death by 45% in chronic lymphocytic leukemia (CLL) patients, providing a more effective treatment option.
- Patient Recruitment: The study enrolled 639 patients with relapsed or refractory CLL, with 79.8% having prior exposure to covalent BTK inhibitors, ensuring the clinical applicability of the results in the current treatment landscape.
- Efficacy Assessment: At a median follow-up of 27.3 months, the primary endpoint of progression-free survival (PFS) was not reached in the Pirtobrutinib combination group, while the median PFS for the venetoclax and rituximab group was 39.7 months, highlighting the significant advantage of the combination therapy.
- Safety Analysis: The safety profile of BRUIN CLL-322 indicated that the addition of Pirtobrutinib did not significantly increase the incidence of adverse events, and treatment-related discontinuation rates were similar between the two groups, demonstrating good tolerability.
See More
BRUIN CLL-322 Study Shows Significant Superiority in CLL Treatment
- Clinical Trial Success: The BRUIN CLL-322 study demonstrates that the combination of Jaypirca (pirtobrutinib) with venetoclax and rituximab reduces the risk of disease progression or death by 45% (HR=0.55) compared to venetoclax and rituximab alone, providing a new treatment option for chronic lymphocytic leukemia (CLL) patients.
- Patient Recruitment: The study enrolled 639 patients with relapsed or refractory CLL, with 79.8% having prior exposure to covalent BTK inhibitors, ensuring the applicability of the results in the modern CLL treatment landscape and potentially establishing a new standard for second-line therapy.
- Efficacy Assessment: At a median follow-up of 27.3 months, the progression-free survival (PFS) in the PVR arm was not reached, while the VR arm reported 39.7 months, indicating significant efficacy of Jaypirca, particularly in high-risk patients who showed improved PFS.
- Safety Analysis: The safety profile of BRUIN CLL-322 was consistent with known safety profiles, with similar rates of Grade ≥3 adverse events between the PVR and VR groups (78.8% vs. 73.0%), demonstrating the good tolerability of Jaypirca and supporting its use in CLL treatment.
See More
BRUIN CLL-322 Trial Results Show Significant Superiority
- Clinical Trial Success: The BRUIN CLL-322 trial demonstrated that the addition of Jaypirca to venetoclax and rituximab significantly reduced the risk of disease progression or death by 45% in chronic lymphocytic leukemia patients, potentially establishing a new standard of care.
- Patient Recruitment: The trial enrolled 639 relapsed or refractory patients, with 79.8% having prior exposure to covalent BTK inhibitors, ensuring the results are applicable to the modern CLL treatment landscape.
- Efficacy Assessment: With a median follow-up of 27.3 months, the progression-free survival (PFS) in the PVR arm was not reached, compared to 39.7 months in the VR arm, indicating the potential advantages of Jaypirca.
- Safety Analysis: The safety profile of BRUIN CLL-322 was consistent with known safety profiles, with similar rates of Grade ≥3 adverse events in the PVR and VR groups at 78.8% and 73.0%, respectively.
See More
Eli Lilly: A Leader in the GLP-1 Market
- GLP-1 Market Leadership: Eli Lilly has quickly overtaken Novo Nordisk in the GLP-1 weight-loss drug market, with Mounjaro's sales soaring 99% and Zepbound's by 175% in 2025, demonstrating strong market demand and the company's leadership position in this sector.
- Ongoing Innovation: Eli Lilly has introduced an oral version of its GLP-1 drug, which, while facing competition from Novo Nordisk's more effective pill, avoids dietary restrictions, potentially creating a competitive edge and broadening market share.
- Strategic Acquisition Moves: With nearly two-thirds of sales coming from Mounjaro and Zepbound, Eli Lilly's management recognizes the imbalance in its product portfolio and is actively acquiring to build an infectious disease business, ensuring diverse revenue streams for the future.
- Future Growth Potential: Despite Eli Lilly's high P/E ratio, its success in the GLP-1 space, continuous innovation, and strategic acquisitions leveraging GLP-1 profits make it an attractive option for growth-oriented investors.
See More
Reasons Investors Should Consider Eli Lilly Stock
- GLP-1 Market Leader: Eli Lilly has quickly overtaken Novo Nordisk in the GLP-1 weight-loss drug market, with Mounjaro's sales growing by 99% and Zepbound's by 175% in 2025, showcasing its strong market competitiveness and future growth potential.
- Continuous Innovation: Eli Lilly has introduced an oral version of its GLP-1 drugs; while Novo Nordisk's version is more effective, Eli Lilly's avoids dietary restrictions, potentially creating a complementary market presence and expanding its market share.
- Strategic Acquisition Moves: With nearly two-thirds of its sales coming from GLP-1 drugs, Eli Lilly's management is balancing its product portfolio through acquisitions of new drug candidates, ensuring sustained revenue and profitability post-patent expiration.
- Future Growth Potential: Despite a high P/E ratio, Eli Lilly's success in the GLP-1 space, ongoing innovation, and prudent acquisition strategy position it strongly for future drug development, making it attractive to growth-oriented investors.
See More
Eli Lilly Reports Positive Phase 3 Results for Jaypirca in CLL Treatment
- Clinical Trial Success: Eli Lilly's BRUIN CLL-322 trial demonstrated that the combination of Jaypirca with venetoclax and rituximab reduced the risk of disease progression or death by 45% in chronic lymphocytic leukemia patients, marking a significant improvement in treatment efficacy.
- Survival Rate Assessment: While overall survival (OS) as a key secondary endpoint is not yet mature, final testing for OS superiority is planned, indicating the potential value of the drug in chronic lymphocytic leukemia treatment.
- Treatment Safety: The overall safety profile of the combination therapy was consistent with the known safety profiles of each drug, and little additive toxicity was observed with the addition of Jaypirca, providing a solid safety foundation for clinical application.
- Industry Impact: BRUIN CLL-322 is the first Phase 3 study to show superiority over a venetoclax-containing control arm in chronic lymphocytic leukemia, reflecting current treatment patterns and emphasizing the potential of Jaypirca in improving treatment outcomes.
See More
BRUIN CLL-322 Study Shows Jaypirca Significantly Improves Outcomes in CLL Patients
- Clinical Trial Results: The BRUIN CLL-322 study demonstrated that the addition of Jaypirca to a regimen of venetoclax and rituximab reduced the risk of disease progression or death by 45% in chronic lymphocytic leukemia (CLL) patients, providing a more effective treatment option.
- Patient Recruitment: The study enrolled 639 patients with relapsed or refractory CLL, with 79.8% having prior exposure to covalent BTK inhibitors, ensuring the clinical applicability of the results in the current treatment landscape.
- Efficacy Assessment: At a median follow-up of 27.3 months, the primary endpoint of progression-free survival (PFS) was not reached in the Pirtobrutinib combination group, while the median PFS for the venetoclax and rituximab group was 39.7 months, highlighting the significant advantage of the combination therapy.
- Safety Analysis: The safety profile of BRUIN CLL-322 indicated that the addition of Pirtobrutinib did not significantly increase the incidence of adverse events, and treatment-related discontinuation rates were similar between the two groups, demonstrating good tolerability.
See More
BRUIN CLL-322 Study Shows Significant Superiority in CLL Treatment
- Clinical Trial Success: The BRUIN CLL-322 study demonstrates that the combination of Jaypirca (pirtobrutinib) with venetoclax and rituximab reduces the risk of disease progression or death by 45% (HR=0.55) compared to venetoclax and rituximab alone, providing a new treatment option for chronic lymphocytic leukemia (CLL) patients.
- Patient Recruitment: The study enrolled 639 patients with relapsed or refractory CLL, with 79.8% having prior exposure to covalent BTK inhibitors, ensuring the applicability of the results in the modern CLL treatment landscape and potentially establishing a new standard for second-line therapy.
- Efficacy Assessment: At a median follow-up of 27.3 months, the progression-free survival (PFS) in the PVR arm was not reached, while the VR arm reported 39.7 months, indicating significant efficacy of Jaypirca, particularly in high-risk patients who showed improved PFS.
- Safety Analysis: The safety profile of BRUIN CLL-322 was consistent with known safety profiles, with similar rates of Grade ≥3 adverse events between the PVR and VR groups (78.8% vs. 73.0%), demonstrating the good tolerability of Jaypirca and supporting its use in CLL treatment.
See More
BRUIN CLL-322 Trial Results Show Significant Superiority
- Clinical Trial Success: The BRUIN CLL-322 trial demonstrated that the addition of Jaypirca to venetoclax and rituximab significantly reduced the risk of disease progression or death by 45% in chronic lymphocytic leukemia patients, potentially establishing a new standard of care.
- Patient Recruitment: The trial enrolled 639 relapsed or refractory patients, with 79.8% having prior exposure to covalent BTK inhibitors, ensuring the results are applicable to the modern CLL treatment landscape.
- Efficacy Assessment: With a median follow-up of 27.3 months, the progression-free survival (PFS) in the PVR arm was not reached, compared to 39.7 months in the VR arm, indicating the potential advantages of Jaypirca.
- Safety Analysis: The safety profile of BRUIN CLL-322 was consistent with known safety profiles, with similar rates of Grade ≥3 adverse events in the PVR and VR groups at 78.8% and 73.0%, respectively.
See More
