Should Eli Lilly Investors Be Worried About a Threat From Amylyx?
Eli Lilly is currently leading the GLP-1 market, but Amylyx is seeing strong results from its GLP-1 drug candidate.
Overview
Eli Lilly (NYSE: LLY) was the second company to market a GLP-1 drug. That's important to keep in mind as you look at the competitive landscape for this new class of weight-loss drugs. In some ways, investors do need to worry that companies like Amylyx (NASDAQ: AMLX) are developing next-generation GLP-1 drugs. New drugs are a threat to Eli Lilly's business. But Eli Lilly isn't ignorant of that threat. Here's what you need to know.
Novo Nordisk (NYSE: NVO) was the first to market with a GLP-1 weight-loss drug. It faced production issues and, when Eli Lilly's Mounjaro and Zepbound proved more effective, Novo Nordisk lost its early lead to Eli Lilly. Today, Eli Lilly is the industry leader, but these drugs are so popular that they accounted for nearly two-thirds of the company's revenue in the second quarter of 2026.
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Originally published at www.fool.com.