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Weight loss drug tirzepatide from Eli Lilly & Co (NYSE:LLY) branded as Zepbound proved to be more effective as it successfully shaved off an average of 20.2 percent of the body weight of the participants over semaglutide drugs by Novo Nordisk that achieved only 7 percent and 13.7 percent respectively for Ozempic and Wegovy.
But Novo Nordisk's semaglutide drugs have stronger brand recognition in the market because both drugs (Ozempic for diabetes, and Wegovy for obesity) entered earlier and have better well-known.
Despite Trump's tariff threat to Denmark and recent underwhelming trial data for Novo Nordisk's experimental obesity drug Carigsema, an upgrade came to Novo Nordisk from UBS from Neutral to a Buy rating.
The recent sell-off in Novo Nordisk's stock for its Carigsema was seen as overdone, thus unveils an attractive entry point. And in 2025, both Novo Nordisk's semaglutide drugs are expected to continue to be among the top-selling GLP-1 receptor agonists in the world.
This article first appeared on GuruFocus.