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Analyst: Eli Lilly's planned study comparing obesity effects with Novo Nordisk will grow the market

A new study pitting Lilly’s tirzepatide and Novo’s semaglutide head to head in the obesity indication will intensify competition, says an analyst, noting that there are market benefits to be had.

Photo: Vincent Kessler/Reuters/Ritzau Scanpix

In connection with its second quarter report for 2022, Eli Lilly announced that it would conduct a study comparing the weight-loss efficacy of its own substance tirzepatide, which is marketed as Mounjaro for diabetes, and rival firm Novo Nordisk’s obesity drug Wegovy (semaglutide).

According to Senior Equity Analyst at Sydbank Søren Løntoft Hansen, such a comparison study would lead to increased competition but would also grow the market for obesity treatments on the whole, as the focus on treatments as opposed to just diet and exercise will also intensify.

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