LLY v. NVO: Weighing Who's Winning the GLP-1 Industry

Scott Zari returns to the Watch List and offers the latest updates around the GLP-1 trade and the two companies leading it: Eli Lilly (LLY) and Novo Nordisk (NVO). He sees weight loss drug efficacy being the main decider of who will take the crown. Right now, Scott sees Eli Lilly taking the charge. He sees volume increasing and prices coming down as competition increases.

The Watch List

07 Apr 2026

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