Find your next quality investment with Simply Wall St’s easy and powerful screener, trusted by over 7 million individual investors worldwide.
-
Eli Lilly (NYSE:LLY) reported Phase 3 data showing its oral GLP-1 candidate, orforglipron, produced greater blood sugar and weight reduction in adults with type 2 diabetes than Novo Nordisk’s oral semaglutide.
-
The company has submitted regulatory filings for orforglipron in more than 40 countries, including for obesity, with potential US approval cited for Q2 2026.
-
Lilly and Incyte received a positive opinion from the EMA’s CHMP for Olumiant to treat adolescents with severe alopecia areata in Europe.
For investors following NYSE:LLY, these updates sit at the heart of two large treatment areas, metabolic disease and autoimmune conditions. Oral GLP-1 drugs are drawing growing attention because they aim to bring some of the benefits of injectable therapies to a more convenient pill format, while alopecia areata remains an area with meaningful unmet medical need, especially for younger patients.
The head-to-head win for orforglipron against a key rival and the broad set of regulatory filings indicate that Lilly is pursuing multiple markets at the same time. Progress for Olumiant in adolescent alopecia areata may also be relevant for investors who track how additional indications could influence the company’s immunology portfolio and overall revenue mix.
Stay updated on the most important news stories for Eli Lilly by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Eli Lilly.
3 things going right for Eli Lilly that this headline doesn’t cover.
Eli Lilly’s head-to-head Phase 3 win for orforglipron versus Novo Nordisk’s oral semaglutide puts more weight behind its push into oral GLP-1s, an area that could be important as payers and patients look for alternatives to injectables. Superior reductions in blood sugar and body weight, along with global filings in more than 40 countries, position orforglipron as a key follow-on to injectable GLP-1s from Lilly and rivals such as Novo Nordisk and, to a lesser extent, Pfizer in cardiometabolic care. On the immunology side, the positive CHMP opinion for Olumiant in adolescent alopecia areata extends an existing JAK inhibitor brand into a younger population within Europe, building on approvals already in adult severe alopecia areata and other autoimmune conditions.
-
The orforglipron data and broad filings directly support the narrative that GLP-1 obesity and diabetes treatments are a key earnings driver, adding an oral option on top of injectable therapies like Zepbound and Mounjaro.
-
Relying on another high-profile GLP-1, with higher side effect related discontinuations cited in the trial summary, also reinforces concerns in the narrative about concentration in a few blockbuster drugs and clinical risk in late-stage programs.
-
The adolescent Olumiant opportunity in alopecia areata, and its broader autoimmune use, adds detail that is not fully captured in a story mostly centered on cardiometabolic and neurodegenerative drugs, and highlights additional diversity in Lilly’s portfolio relative to peers such as Novo Nordisk and Merck.