Eli Lilly

LLY

Market cap $830B

JNJ edges out LLY in a tight pharma showdown, backed by stronger valuation and stock performance despite Lilly's explosive GLP-1-driven growth.

A weight loss pill would help Eli Lilly reach a broader segment of the population. Its existing GLP-1 drugs have already been generating billions in revenue growth for the business.

BRUIN CLL-322 is the first Phase 3 readout in CLL to utilize and outperform a venetoclax-containing control arm This trial predominantly enrolled a patient population previously treated with covalent BTK inhibitors, highly relevant to current practice These results mark the fourth positive Phase 3 study of pirtobrutinib in CLL INDIANAPOLIS, April 13, 2026 /PRNewswire/ -- Eli Lilly and Company (NYSE: LLY) today announced positive topline results from the Phase 3 BRUIN CLL-322 trial of Jaypirca (pirtobrutinib), a non-covalent (reversible) Bruton tyrosine kinase (BTK) inhibitor, plus venetoclax and rituximab versus venetoclax and rituximab in patients with relapsed or refractory chronic lymphocytic leukemia or small lymphocytic lymphoma (CLL/SLL). Treatment in both study arms was administered for up to two years, after which patients do not take any CLL therapy until their disease progresses.

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.

Eli Lilly's newer weight-loss medicines will help cement its dominance in the market. The company could ride this tailwind through the medium term and deliver strong returns.

Weight-loss responses to GLP-1 obesity drugs, and risks of side effects, may be linked to genetic variants, according to a study conducted by DNA-testing service 23AndMe.

Eli Lilly launches oral GLP-1 pill Foundayo, pairing low-cost access with Amazon and GoodRx partnerships to challenge rivals in the fast-growing obesity market.

Eli Lilly and Company (NYSE:LLY | LLY Price Prediction) and Novo Nordisk A/S (NYSE:NVO) reported quarterly results in early February, and the gap between them has widened significantly.

Amazon (NASDAQ: AMZN | AMZN Price Prediction) just made a quiet move that could reshape how Americans access weight-loss drugs.

Eli Lilly's market share in India's weight‑loss drug market fell to 56% in March from 61% in February. Novo Nordisk's market share remained steady at 25%.