Pharmaceutical company Novo Nordisk confronted with competition from Eli Lilly's marketing efforts in India
In a recent analysis by DER AKTIONÄR, Eli Lilly has been favored over Novo Nordisk in the competition for the diabetes and obesity markets. This decision is based on Eli Lilly's stronger stock performance and growth momentum with its obesity drug, Zepbound, creating market enthusiasm.
Despite Novo Nordisk's larger market share and pipeline strength, Eli Lilly's stock has shown more resilience. While Novo Nordisk's stock has declined sharply by 26.5% year-to-date in 2025, Eli Lilly's stock has dropped only 6.7%. This indicates a higher level of investor confidence in Eli Lilly at this moment.
The analysis suggests that Eli Lilly benefits from policy alignment and growth certainty, whereas Novo Nordisk is seen as a contrarian value play with potential long-term upside if it properly executes its pipeline and regulatory strategy.
The favourable view towards Eli Lilly is mainly due to its momentum and perceived growth potential in the obesity and diabetes drug markets relative to Novo Nordisk. However, it's important to note that this is a dynamic competition, and the situation could change.
In India, a key market for both companies due to its population density and being the most populous country in the world, Eli Lilly launched its weight loss medication Mounjaro in India on Wednesday. The initial 2.5 milligram dose of Mounjaro is priced at 14,000 rupees (around 160 US dollars) in India.
Meanwhile, Novo Nordisk's blockbuster Wegovy was launched in India two days prior to Mounjaro's approval. The latest data on Novo Nordisk's weight loss pill is not discussed in this article, but more information can be found on DER AKTIONÄR.
It's worth noting that the publisher's board and majority shareholder, Mr. Bernd Förtsch, holds direct and indirect positions in Novo Nordisk's financial instruments. The author of this article also holds a direct position in Novo Nordisk's financial instruments.
The competition between Eli Lilly and Novo Nordisk in the diabetes and obesity markets is ongoing, and it will be interesting to see how both companies navigate this dynamic landscape. For more detailed information about Eli Lilly's weight loss pill, you can visit this article on DER AKTIONÄR.
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