Well, the battle between Lilly and Novo Nordisk just became more interesting with the approval of Mounjaro™. These two diabetes heavyweights have been trading haymakers for decades, first in the insulin market and now on the expanding GLP-1 market. Lilly is following Novo’s lead and will also position Mounjaro as treatment for obesity. Given what’s at stake here expect both companies to pull out all the stops.
The real question becomes how each handles their insulin franchises which quite frankly have become secondary to results. Novo is working on an interesting long acting once weekly insulin . . .
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