Author argues Novo Nordisk's Wegovy pill is more effective than Eli Lilly's orforglipron pill, citing FDA approval, superior weight loss data, competitive pricing, and delayed Lilly approval as tailwinds.
NVO — LONG The author argues Novo Nordisk has major tailwinds with its Wegovy pill, which already has FDA approval and demonstrated 16.6% average weight reduction over 64 weeks in a NEJM study, comparable to Wegovy injections. The pill is priced competitively at $149 (lower for many insurance plans). Eli Lilly's orforglipron showed only 12.4% average weight loss at its highest dose over 72 weeks, and its approval might take months or years, giving Novo a first-mover advantage.
Novo Nordisk has some major tailwinds with the Wegovy pill
LLY — AVOID The author argues Eli Lilly's obesity pill orforglipron is less effective than Novo Nordisk's Wegovy pill, showing only 12.4% average weight loss at its highest dose over 72 weeks versus 16.6% for semaglutide. Additionally, orforglipron approval might take months or years, putting Lilly at a competitive disadvantage.
Eli Lilly's obesity pill, orforglipron, had a 12.4% average weight loss at its highest dose over 72 weeks, which means it's less effective than injections on the market.
This Reddit post, published February 01, 2026, features u/Correct_Fall_5484 discussing NVO, LLY. 2 trade ideas extracted by AI with direction and confidence scoring.
Speakers: u/Correct_Fall_5484 · Tickers: NVO, LLY