Just saw that [Nimbu](https://www.nimbustx.com/2026/01/06/nimbus-therapeutics-announces-research-collaboration-and-license-agreement-with-lilly-for-novel-oral-obesity-treatment/)[s](https://pharmacy4you.co.uk/glp-1-drugs-top-health-trend-for-2026-weight-loss-revolution-explained/) teamed up with Lilly to work on a new oral obesity drug and it honestly feels like the race is getting intense now. Novo already has the lead with its oral Wegovy and that has been a big part of why their stock has stayed so strong lately. Lilly clearly does not want to be left behind and is pushing hard into pill based options too.
If Nimbus and Lilly manage to bring something effective to market, it could start shifting attention and money between these companies. Curious to see how this plays out for Novo long term since they have had such a big head start.