Lily was appointed for a strong quarter after Novo’s profit warning

Written by Patrick Winjov and Hanafi Satiga

(Reuters)-Investors and analysts say they expect Eli Lily to reach quarterly sales and win more powerful next week than the Danish competitor Novo Nordsk on Tuesday, and they are eagerly awaiting a look at the full-term for the full-term drug obesity to measure the United States in the United States in the long run.

They said that the Lilly weight loss drug is leading the US market and faced less competition than cheaper copies by doubling pharmacies, which gives it an advantage, after investors wiped $ 70 billion in the market value of Novo.

Novo, which sells obesity in Wegovy and Medices Medicine Ozmpic on Tuesday, issued a warning against profits, citing the expectations of growth and competition in the low USA, including compound versions.

“I think this is a very positive report for Lilly just because it shows the competitive observation against its largest competitor,” said Dave Wagner, director of governor at Aptus Capital Advisors.

Analysts expect Lily to publish profits in the second quarter of $ 5.57 per share on $ 14.71 billion, according to LSEG data. They are also looking for a full year of $ 21.83 per share.

Lilly expected modified profits from $ 20.78 to $ 22.28 per share for 2025.

However, the Lilly shares decreased approximately 5 % on Tuesday, which reflects the anxiety that the company may be weak if Novo reduces prices strongly or if its growth in the obesity market also slows down more than expected.

Zepbound carries less than 60 % of the obesity market, while the Lilly’s Diabetes – which contains the same active ingredient – represents more than half of its syllable against OzemPIC, according to IQVia data shared by Reuters. I did not respond immediately on a request to confirm.

UBS Trung Huynh analyst also showed that Lilly was getting two -thirds of the new patients at Zepbound. In December, the company published results from a large face -to -face experience showing that patients on Zepbound lost 20.2 % of their weight after 72 weeks compared to 13.7 % for the group that was treated with Wegovy.

Lily is also expected to be first on the market with the next generation of oral obesity. Laila said she intends to obtain approval for her experimental drug or Loffor Glipron by the end of the year.

Laila felt less warm than composite versions of its drugs from Novo Nordisk, as Huina said, to a large extent because both Wegovy and OzemPIC hit the market before Lilly and building the patient’s recognition sooner.