LLY Becomes 'Dominant' GLP-1 Winner, NVO Growth Turns Anemic

After Eli Lilly (LLY) posted earnings that outshined Novo Nordisk's (NVO) decelerating growth, Scott Zari feels comfortable calling Eli Lilly the dominant winner in the weight loss drug race. While he notes Novo Nordisk's pill as "important" to consumers, it's Eli Lilly's injectable he sees continuing to lead GLP-1 momentum. Tom White offers an example options trade for Eli Lilly.

Morning Trade Live

05 Feb 2026

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