The Rundown Deep Dive: Novo Nordisk & Eli Lilly Stumble Into Next Phase of Ozempic Era
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Aug 10, 2025 The fierce competition between pharmaceutical giants Eli Lilly and Novo Nordisk heats up in the booming GLP-1 obesity drug market. Tune in for insights on Lilly's recent earnings and the mixed results of its new oral medication. Discover how Novo's higher-dose semaglutide aims to capture market share. The podcast also tackles critical issues like manufacturing challenges and potential controversies in drug compounding affecting the industry’s future.
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How Ozempic Went Viral
- Ozempic began as a diabetes drug but patients lost serious weight.
- Zaid Admani says it became a viral sensation with prescriptions surging and celebrities trying it.
Lilly Now Leads The U.S. GLP‑1 Market
- By Q2 2025, Eli Lilly captured 57% of the U.S. GLP‑1 market, overtaking Novo Nordisk.
- Zaid Admani frames this share shift as a major change in market leadership.
Bootleg GLP‑1s Flood The Market
- The FDA shortage designation let compounding pharmacies produce copycat GLP‑1s sold for about $200/month.
- Zaid Admani notes telehealth companies like HIMSS boomed by selling these cheaper bootlegs.