Drugmakers race to find a place in the next wave of obesity drugs

Impact · against what's priced in

Eli Lilly and Novo Nordisk continue to consolidate their lead through high-efficacy pipeline data and rapid oral adoption, though long-term pricing pressure and new modalities remain risks. The emergence of monthly/quarterly dosing from Pfizer and Amgen, and low-side-effect profiles from Zealand, creates a competitive roadmap for the late 2020s that may eventually erode the current duopoly.

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