Business Wars Ozempic Wars | The Next Injection | 2
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Nov 26, 2025 Novo Nordisk struggles to meet massive demand for Ozempic as Eli Lilly gains the upper hand in the GLP-1 market with its new drug ZepBound. The competition heats up with innovative strategies like direct sales and lower pricing initiatives. Both companies are vying for market dominance, while leadership changes at Novo Nordisk signal an urgent need for a turnaround. Meanwhile, trials for new obesity treatments and Alzheimer's applications raise hopes for future advancements. The landscape shifts rapidly, leaving both firms in a fierce battle for consumer trust.
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Lilly's Breakthrough Announcement
- David Brown recounts Eli Lilly's November 8, 2023 announcement of ZepBound's FDA approval and its market impact.
- The host describes how Lilly's CEO David Ricks touted superior efficacy and the stock hit an all-time high.
Distribution Can Beat Product Alone
- David Brown explains Lilly launched Lilly Direct to sell ZepBound online and cut friction.
- The move shows distribution strategy can matter as much as the drug itself for market share.
Use Pricing And Format To Undercut Knockoffs
- Eli Lilly lowered prices by offering vials and projected a 30% revenue jump to stay competitive versus compounded alternatives.
- Do consider pricing and format changes to capture customers from off-brand competitors.