Investing in US GLP-1 Revolution: Injectables, Oral Pills | Eli Lilly vs. Novo Nordisk & Challengers

The US Semaglutide market is reaching a fever pitch. As we move from weekly injections to high-dose oral pills, the competitive landscape for weight loss drugs is shifting rapidly.
​In this breakdown, we analyze the current state of the US GLP-1 market, tracing the value chain from R&D powerhouses to the emerging biotech firms looking to disrupt the status quo. We look at the latest FDA approvals and Phase 2/3 clinical trial data that are currently driving stock prices in the pharma sector.

​Key Companies Covered in this Market Analysis:

​Eli Lilly (LLY): A US-listed leader that recently released game-changing Phase 3 data for their oral pill.

​Novo Nordisk: The Danish giant dominating the US market with Wegovy, which received FDA approval for an oral version in December 2025.

​Pfizer (PFE): Following their $7 billion acquisition of Metagenomi, they are rebuilding a pipeline of next-gen oral and injectable drugs.

​Viking Therapeutics (VKTX): A US front-runner and major acquisition target after showing impressive weight loss data in Phase 2 trials.

​Structure Therapeutics (GPCR): A US-listed firm utilizing small-molecule technology similar to Lilly but at a much smaller market cap.
​Understanding which of these companies can execute perfectly over the next decade is the key to navigating this high-growth sector of the US stock market.

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