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The strongest competitor's data is not good, will the 'weight-loss duo' continue to dominate?
Analysts believe that if Amgen's weight loss drug could achieve a 20% weight loss effect a few years ago, it would have been the best among similar products, but now Eli Lilly and Co and Novo-Nordisk A/S pipeline drugs may achieve or exceed a 25% weight loss effect. Currently, dozens of pharmaceutical companies are actively entering the weight loss drug market, but none have shown the potential to truly challenge the 'weight loss giants'.
Amgen Inc. (AMGN): A Bull Case Theory
Eli Lilly and Novo Nordisk's Obesity Moat Just Got Stronger -- Heard on the Street -- WSJ
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