Lilly's '$5-a-Day' Oral Obesity Drug and Novo's Oral Wegovy Set for Major Competition, Ushering in a New Era Beyond Injections

The year 2026 is poised for a significant competition in the oral GLP-1 market, with Lilly's Orforglipron set against Novo's Oral Wegovy, heralding the dawn of the oral obesity drug era.

Lilly's '$5-a-Day' Oral Obesity Drug and Novo's Oral Wegovy Set for Major Competition, Ushering in a New Era Beyond Injections photo 1

The year 2026 is expected to mark the beginning of the era of oral obesity treatments. Eli Lilly has completed simultaneous marketing authorization applications for Orforglipron in over 40 countries worldwide, while Novo Nordisk has secured FDA approval for oral Wegovy (semaglutide tablets) and aims for a Q2 launch. Both drugs are GLP-1 receptor agonists, but they are based on entirely different underlying technologies. Orforglipron is a small-molecule oral drug that does not restrict food or water intake, boasts high bioavailability, and targets a low-cost structure of approximately $5 per day. Clinical comparison results show Orforglipron achieving superior outcomes in both HbA1c reduction and weight loss compared to oral semaglutide, earning it a 'decisive victory.' Lilly is also positioning this drug as a long-term maintenance treatment option following injectable GLP-1s, effectively pursuing a strategy to cover the entire spectrum of obesity treatment with oral medications. As a countermeasure, Novo plans to initiate Phase 3 clinical trials for oral amycretin starting in Q1 next year. This trend is also significant domestically. The expansion of the oral GLP-1 market will create opportunities for domestic pharmaceutical companies to develop combination therapies and new formulations. Furthermore, in the field of microscope-based cell imaging, demand for 3D culture models to study GLP-1 drug mechanisms is expected to increase. The shift towards oral obesity treatments will be a game-changer, dramatically improving patient accessibility.