Eli Lilly’s retatrutide delivered 28.3% average weight loss at 80 weeks in Phase 3, with some patients reaching over 30% at 104 weeks. Analysts at Truist, Wolfe, and RBC stay bullish.
Novo Nordisk beat expectations as its new weight-loss pill sold fast, boosting sales, prescriptions, and improving its 2026 outlook.
Eli Lilly states that a post-launch report of hepatic failure for Foundayo (orforglipron) is not plausibly linked to the drug. RBC Capital describes it as “statistical background noise.”
Lilly’s new weight-loss pill started slow, far behind Novo’s, but it’s too early to tell which drug will win.
Novo Nordisk’s new pill cuts sickle cell pain crises, boosting outcomes and sending Agios Pharma shares down after strong trial results.
Eli Lilly’s new GLP-1 pill shows strong early demand, big weight loss benefits, and promising heart & diabetes results.
