GLP-1 Drug Market Set to Surge, Benefiting Lilly and Novo Nordisk
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 01 2026
0mins
Source: CNBC
- Market Potential Surge: According to Circana's research, it is projected that by 2030, 35% of food and 37% of non-food units will come from GLP-1 households, indicating a significant increase in the drug's penetration into consumer daily life, potentially creating substantial market opportunities for related companies.
- New Drug Approval Outlook: Lilly's oral GLP-1 drug orforglipron is expected to receive FDA approval in 2026, providing a more convenient treatment option that could attract more patients to continue usage, thereby driving further growth for the company in the weight-loss drug market.
- Changing Consumer Habits: GLP-1 drug users are shifting their consumption patterns, with data showing a preference for healthier, protein-rich dining options, creating new market opportunities for the restaurant industry and prompting businesses to adjust menus to cater to this trend.
- Rising Demand for Healthy Foods: As GLP-1 drugs gain popularity, consumer demand for fresh foods is increasing, with NielsenIQ data indicating faster sales growth for fresh items located around the grocery store perimeter, posing a threat to packaged food companies lacking healthy options.
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Analyst Views on LLY
Wall Street analysts forecast LLY stock price to rise
20 Analyst Rating
18 Buy
2 Hold
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Strong Buy
Current: 1036.050
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950.00
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1192
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Current: 1036.050
Low
950.00
Averages
1192
High
1500
About LLY
Eli Lilly and Company is a medicine company, which discovers, develops, manufactures, markets, and sells pharmaceutical products worldwide. Its cardiometabolic health products include 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; VERVE-102; VERVE-201, and VERVE-301. Its oncology products include Cyramza, Erbitux, Tyvyt, and Verzenio. Its immunology products include Ebglyss, Olumiant, Omvoh, and Taltz. Its neuroscience products include Emgality and Kisunla. The Company is also engaged in radiopharmaceutical discovery, development, and manufacturing efforts, and clinical and pre-clinical radioligand therapies in development for the treatment of cancer. It is also developing an oral small molecule inhibitor of a4b7 integrin for inflammatory bowel disease (IBD). It is evaluating its novel gene therapy candidate, ixoberogene soroparvovec.
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.
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- Patient Recruitment: The LIBRETTO-432 trial enrolled 151 patients randomized 1:1 to receive either Retevmo or placebo, ensuring the reliability and clinical applicability of the results, further validating the use of targeted therapies in lung cancer.
- Future Outlook: Eli Lilly plans to present detailed trial results at an upcoming medical congress and submit data to global health authorities, which is expected to accelerate the adoption of targeted therapies in early-stage NSCLC patients and promote the widespread use of genomic testing.
See More
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Overall Survival Results: The analysis indicates a trend in favor of Selpercatinib, suggesting improved overall survival rates for patients.
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See More
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Primary Endpoint: The primary endpoint of the study is to demonstrate improved event-free survival rates among participants.
See More
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Adjunct Therapy: RETEVMO is positioned as an adjunct therapy, enhancing treatment options for patients diagnosed with early-stage RET fusion-positive lung cancer.
See More
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- Significant Weight Loss: Over 36 weeks, 27% of patients receiving the combination therapy achieved at least a 10% weight loss and complete skin clearance, showcasing the potential of this combination therapy to improve patient quality of life, far exceeding the 5.8% achieved with Taltz alone.
- Efficacy Comparison: The key secondary endpoint revealed that patients on the combination regimen were 40% more likely to achieve PASI 100 compared to those receiving Taltz alone, further validating the advantages of using Zepbound with Taltz, which could enhance future market acceptance.
- Safety Profile: The trial reported mostly mild to moderate adverse events consistent with the known tolerability profiles of each drug, indicating the acceptability of this combination therapy in terms of safety, laying the groundwork for future regulatory discussions.
See More
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- High BMI Patient Population: The average BMI of study participants exceeded 39 kg/m², highlighting the high disease burden in this group and emphasizing the need for comprehensive treatment approaches for obesity and psoriasis, which could change clinical practice standards.
- Good Safety Profile: Adverse events in the combination therapy were generally mild to moderate, primarily including nausea, diarrhea, and injection site reactions, consistent with known safety profiles, indicating the feasibility and safety of this treatment regimen in clinical applications.
See More
