Eli Lilly and Company

Novo Nordisk A/S

JPMorgan, Deutsche Bank and RBC Capital believe that pharmaceutical company Eli Lilly will be the main beneficiary of the rapidly growing market of GLP-1 weight loss drugs. Analysts point to the higher efficacy of its therapy compared to competitors, development of direct sales and potential expansion of insurance coverage.

Three investment banks named Eli Lilly as the leader in the weight loss drug race

A key objective of the trial was to confirm that Novo was as effective as a competitor's product, Eli Lilly

Novo's failure to test a weight loss drug has sparked a sell-off in the Danish market

Viking Therapeutics, Inc.

Risk-tolerant investors should not ignore shares of biotech Viking Therapeutics, Motley Fool analyst Adria Cimino <a href="https://www.fool.com/investing/2026/02/11/viking-therapeutics-the-undertheradar-glp1-contend/">argues</a>. This is because the company is developing an obesity drug that could compete with Novo Nordisk’s Wegovy and Eli Lilly’s Zepbound in the near term.

Motley Fool calls Viking the GLP‑1 drugmaker growth-hunting investors 'can't ignore'

Hims & Hers Health, Inc.

Shares of Novo Nordisk and Eli Lilly, makers of popular weight-loss drugs, fell in price after Hims &amp; Hers, which owns a telemedicine platform,<a href="https://investors.hims.com/news/news-details/2026/Hims--Hers-Expands-Personalized-Weight-Loss-Portfolio-with-Access-to-Compounded-Semaglutide-Pills-Starting-at-49Month/default.aspx"> announced</a> the launch of its own copy of the Wegovy slimming pill. And it will cost just $49 - three times cheaper than Novo's original, which investors <a href="https://oninvest.com/article/novo-vpecatlil-investorov-zapustiv-v-ssa-tabletku-dla-pohudenia-cto-u-konkurentov">had </a>high hopes for.

Novo Nordisk and Eli Lilly shares plummet: the weight-loss pill will have a $49 copy

Alphabet Inc.

QUALCOMM Incorporated

Snap Inc.

Uber Technologies, Inc.

Daily review and forecast of events on the U.S. stock market from Mikhail Denislamov, Deputy Director of Freedom Capital Markets Research.

Morning in New York: statistics and corporate news will determine the trading vector

Novo a day earlier, by contrast, had warned of a decline in sales

Eli Lilly predicted revenue growth of 27% in 2026. Why is it better than Novo Nordisk?

Even the most pessimistic analysts did not expect such a weak forecast, noted the investment firm ArthaScope

Novo Nordisk warned of a drop in revenue in 2026. Quotes collapsed by 15%

Amazon.com, Inc.

Palantir Technologies Inc.

The main economic event this week for Wall Street will be the release of January's US jobs report - assuming there is no government shutdown (shutdown). Current funding expired on January 30. The White House and Democrats have reached an agreement that will avoid a shutdown, but the parliament will be able to vote on the funding bill only on February 2, Barron's <a href="https://www.barrons.com/articles/jobs-report-amazon-disney-alphabet-palantir-and-more-to-watch-this-week-237b1b53?mod=RTA#:~:text=This%20week%E2%80%99s%20economic,midnight%20on%20Friday.">notes</a>.

Google and Amazon earnings, US employment: what investors need to know this week

Dr. Reddy's Laboratories Limited

Sandoz Group AG

The United Laboratories International Holdings Limited

Huadong Medicine Co., Ltd

DexCom, Inc.

Abbott Laboratories

Lupin Limited

The market for weight loss drugs that <a href="https://oninvest.com/article/vse-o-nikh-govoriat-kak-novye-preparaty-izmeniat-nashu-zhizn">revolutionized</a> pharmacoculture in the early 2020s is entering a new phase. This year, Novo Nordisk's patents for semaglutide, the active ingredient in Ozempic, perhaps the most famous drug in this class, will expire in five major countries. This means that generic manufacturers will enter the race, new numerous players who are already preparing to make money by flooding the world with inexpensive analogs.

Substance-for-money exchange: $32 billion semaglutide market enters patent collapse phase

Planet Fitness, Inc.

The hype around GLP-1-class weight loss drugs is opening up new growth opportunities for fitness club chain Planet Fitness, investment bank Stifel predicts. "We believe GLP-1 users could significantly increase fitness club subscriptions in the coming years," analyst Chris O'Call wrote in a note to clients <a href="https://www.cnbc.com/2026/01/16/this-gym-stock-could-see-a-boost-from-increase-weight-loss-pill-use-says-stifel.html">quoted</a> by CNBC. He reiterated a buy recommendation on Planet Fitness shares and a $130 target, up 31% from the Jan. 15 close.

Stifel expects fitness chain's stock to rise 30%. How will a diet pill help them? 

Delta Air Lines, Inc.

United Airlines Holdings, Inc.

Thanks to best-selling obesity drugs like Ozempic and Wegovy from Novo Nordisk or Zepbound from Eli Lilly, U.S. airlines could save millions of dollars on jet fuel, Bloomberg <a href="https://www.bloomberg.com/news/articles/2026-01-15/weight-loss-drugs-hold-promise-of-big-savings-for-us-airlines">reports</a>. Previously, for the sake of reducing the weight of airplanes, carriers excluded olives from salads, refused magazines and replaced the seats with ultra-thin. Now it is possible to achieve this without compromising on the quality of service, the agency notes.

Jefferies names unexpected beneficiaries of the popularity of weight-loss drugs

ABIVAX Societe Anonyme

Eli Lilly could reportedly pay twice the market price for Abivax; six months ago, Abivax shares jumped sixfold in a day on news of successful trials of its lead drug