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MarketBeat
MarketBeat
Leo Miller

What the FDA's Latest Proposal Means for Lilly, Novo, and Hims

HIMS Lilly Novo FDA LLY Eli Lilly MarketBeat NVO NYSE

Eli Lilly and Company (NYSE: LLY) and Novo Nordisk A/S (NYSE: NVO) are two weight-loss and diabetes drug stocks that have been on completely different trajectories. Since the start of 2025, LLY is up nearly 30%, while NVO has plummeted more than 30%.

This comes as Eli Lilly has taken massive market share from Novo. In its latest quarter, Eli Lilly posted revenue growth of 56% year over year (YOY). For the full-year 2026, the midpoint of Lilly’s guidance implies growth of 28% YOY.

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