"Lilly's fourth quarter revenue reached $19.29 billion, up 42.6% year-over-year, powered almost entirely by two products. Mounjaro generated $7.41 billion, up 110%, while Zepbound added $4.26 billion, up 123%."
"CEO Mike Doustdar acknowledged the difficulty directly: 'In 2026, Novo Nordisk will face pricing headwinds in an increasingly competitive market.' Novo cut roughly 9,000 jobs and absorbed approximately $8 billion in one-off charges during 2025."
"Novo moved first on the oral front. The Wegovy pill launched in January 2026 across 70,000-plus pharmacies and is generating roughly 50,000 weekly prescriptions. Doustdar called early uptake 'very encouraging.'"
"Lilly's oral candidate orforglipron is submitted for approval in the U.S., Japan, and EU. Phase 3 data showed it outperformed oral semaglutide in a head-to-head trial."
Eli Lilly's fourth quarter revenue surged to $19.29 billion, driven by Mounjaro and Zepbound, while Novo Nordisk's revenue fell 7.6%. Lilly's tirzepatide shows superior weight loss results compared to Novo's Wegovy. Novo is facing challenges, including job cuts and pricing pressures, with CEO Mike Doustdar acknowledging a competitive market ahead. Novo's new Wegovy pill is gaining traction, while Lilly's orforglipron is awaiting approval, showing promising Phase 3 results. Lilly is also expanding manufacturing capabilities to support its growth.
Read at 24/7 Wall St.
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