Market Competition

Lilly's Foundayo Outperforms Oral Semaglutide 25 mg in New Diabetes Data

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Lilly's Foundayo Outperforms Oral Semaglutide 25 mg in New Diabetes Data

Indianapolis – September 29, 2026 -- Eli Lilly and Company (NYSE: LLY) reported that its oral GLP-1 drug Foundayo (orforglipron) at 17.2 mg produced 1.5% greater weight loss and 0.3% greater A1C reduction than oral semaglutide 25 mg over 52 weeks in adults with type 2 diabetes, based on an indirect treatment comparison presented at the 62nd Annual Meeting of the European Association for the Study of Diabetes in Milan.

Indirect analysis draws on ACHIEVE-3 and PIONEER PLUS trial data

The comparison, covariate-adjusted for gender, age, baseline A1C and baseline weight, found weight-loss differences ranging from 1.5% to 2.4% and A1C reductions of 0.3% to 0.6% in favor of Foundayo 17.2 mg across multiple statistical methods. The 95% confidence interval for weight loss was -2.7% to -0.2%, and for A1C reduction was -0.6% to -0.1%.

Obesity Drug Market Hits $16B as Lilly, Novo Face New Rivals

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Obesity Drug Market Hits $16B as Lilly, Novo Face New Rivals

Las Vegas – – September 16, 2026 -- The obesity therapeutics market across the seven major markets was valued at approximately USD 16 billion in 2025 and is projected to grow at a 27% CAGR through 2036, according to DelveInsight, as a wave of next-generation candidates threatens to disrupt the Eli Lilly-Novo Nordisk duopoly.

Oral GLP-1 Therapies Accelerate Patient Uptake

Novo Nordisk's oral WEGOVY surpassed 5 million cumulative U.S. prescriptions within 30 weeks of launch, while Eli Lilly's oral FOUNDAYO (orforglipron) gained significant traction among patients initiating obesity treatment by mid-2026. Aparna Thakur, Project Manager of Forecasting & Analytics at DelveInsight, said FOUNDAYO's once-daily oral formulation positions it for rapid uptake as a more convenient alternative to injectable therapies.