2 hours ago
1
Vandita Jadeja
Fri, April 10, 2026 astatine 11:09 AM CDT 5 min read
-
Eli Lilly (LLY) reported Q4 gross of $19.29B up 42.6% YoY, with Mounjaro generating $7.41B (up 110%) and Zepbound adding $4.26B (up 123%).
-
Novo Nordisk (NVO) posted Q4 gross down 7.6% YoY and chopped 9,000 jobs arsenic it warned of 2026 pricing headwinds. Lilly’s tirzepatide delivers astir 20% assemblage value simplification versus astir 14% for Novo’s semaglutide, and Lilly’s orforglipron oral campaigner is submitted for U.S. support aft beating oral semaglutide successful head-to-head trials.
-
Lilly is winning the obesity cause contention done superior efficacy and manufacturing standard portion Novo faces structural pricing unit from the Most Favoured Nations statement and patent expiration, forcing reliance connected its recently launched Wegovy pill to stabilize declining marketplace share.
-
The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
Eli Lilly and Company (NYSE:LLY) and Novo Nordisk A/S (NYSE:NVO) reported quarterly results successful aboriginal February, and the spread betwixt them has widened significantly. Lilly's tirzepatide franchise is accelerating. Novo is cutting jobs, informing of a income decline, and leaning connected a recently launched pill to stabilize its position.
Lilly's 4th fourth gross reached $19.29 billion, up 42.6% year-over-year, powered astir wholly by 2 products. Mounjaro generated $7.41 billion, up 110%, portion Zepbound added $4.26 billion, up 123%.
READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks
That maturation came contempt a realized terms headwind: measurement expanded 46% portion prices slipped. Tirzepatide's dual GIP/GLP-1 mechanics delivers astir 20% assemblage value simplification successful trials, compared to astir 14% for Novo's Wegovy.
Novo's representation was the inverse. Q4 gross declined 7.6% year-over-year, with U.S. operations falling 15%. Full-year income successful DKK grew 6.43%, but operating income slipped 0.53% arsenic costs tightened.
CEO Mike Doustdar acknowledged the trouble directly: "In 2026, Novo Nordisk volition look pricing headwinds successful an progressively competitory market." Novo chopped astir 9,000 jobs and absorbed astir $8 cardinal successful one-off charges during 2025.
| Q4 Revenue Growth | +42.6% YoY | -7.6% YoY |
| Lead Obesity Drug | Zepbound (tirzepatide) | Wegovy (semaglutide) |
| 2026 Revenue Guidance | $80B–$83B | -5% to -13% astatine CER |
| Oral GLP-1 Status | Orforglipron successful regulatory review | Wegovy pill already launched |
Novo moved archetypal connected the oral front. The Wegovy pill launched successful January 2026 crossed 70,000-plus pharmacies and is generating astir 50,000 play prescriptions. Doustdar called aboriginal uptake "very encouraging," and the $149 per period starter dose has drawn patients who were ne'er connected the injectable version.
English (CA) · 
English (US) · 
Spanish (MX) ·