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Who Makes Money From GLP-1 Drugs? Lilly vs Novo Nordisk, and Why These Drugs Aren't New
Oct 19, 2026
We asked the stocks-llm screener which public companies are in the GLP-1 drug business, then checked every number. GLP-1 drugs are not new: the first, Byetta, was approved in 2005, a GLP-1 for weight loss in 2014 and a GLP-1 pill in 2019. What is new is the pill for weight loss. Lilly's tirzepatide, sold as Mounjaro and Zepbound, brought in $14.9 billion in the second quarter of 2026, about 65% of Lilly's revenue. Over the past year Lilly's shares rose 53% while Novo Nordisk's fell 31%, and every smaller company in our chart fell too.
Read the storyWho Makes Money From GLP-1 Drugs, and Are They New?
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