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The Obesity Drugs — GLP-1 Duopoly · The GLP-1 & Bio Supply Chain — Peptides, Bioprocessing & Diagnostics

LLY

Eli Lilly and Company
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Mounjaro + Zepbound + Alzheimer's franchise — the leader of the duopoly

What they do

The leader of the GLP-1 wave . Mounjaro (diabetes) + Zepbound (obesity) — both same compound, tirzepatide — currently outselling Novo's Wegovy/Ozempic and growing faster. Pipeline: retatrutide (triple-agonist, even better weight loss), oral orforglipron (pill form coming 2025-26), Kisunla (Alzheimer's), Mirikizumab (Crohn's). Manufacturing build-out is on a scale not seen since the antibiotics era.