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GLP-1 Competitive Landscape Monitor
Overview Pipeline Market Share Reports Alerts

GLP-1 Competitive Landscape

Obesity & T2D · Injectable + Oral · Updated Mar 2026

8 Key Assets Tracked
2024 Market $53B+ Global GLP-1
2030E $150B+ Consensus est.
#1 Drug (2025) Mounjaro $23.0B revenue
Best Weight Loss -28.7% Retatrutide (Ph3)
Next Catalyst Orforglipron NDA under review

Competitive Summary

Eli Lilly has overtaken Novo Nordisk as the leader in the GLP-1 space. Mounjaro + Zepbound reached $36.5B in 2025 revenue (Lilly Q4 2025). CagriSema failed its head-to-head superiority endpoint vs. tirzepatide in REDEFINE 4 (Feb 2026). Lilly's retatrutide showed best-in-class -28.7% weight loss in TRIUMPH-4, and orforglipron (oral GLP-1) NDA is under FDA review.

2025 Revenue Leaders

1

Mounjaro (tirzepatide) - $23.0B

Eli Lilly · +99% YoY

2

Ozempic (semaglutide) - ~$19B

Novo Nordisk · T2D

3

Zepbound (tirzepatide) - $13.5B

Eli Lilly · +175% YoY

GLP-1 Market ($B) 2020-2030E
2020 2023 2026 2030

Weight Loss Efficacy (Phase III, % body weight)

Drug
Mechanism
Wt Loss
Route
Status
Retatrutide (Lilly)
GLP-1/GIP/GCG
-28.7%
Inj.
Phase III
CagriSema (Novo)
GLP-1 + amylin
-22.7%
Inj.
Phase III
Tirzepatide (Lilly)
GLP-1/GIP
-22.5%
Inj.
Approved
Semaglutide 2.4mg (Novo)
GLP-1
-16.9%
Inj.
Approved
Orforglipron (Lilly)
Oral GLP-1
-11.2%
Oral
NDA filed

Key Risks to Watch

IRA drug price negotiation: semaglutide and tirzepatide are candidates for Medicare price negotiation under the Inflation Reduction Act.

Oral GLP-1 disruption: orforglipron NDA under FDA review (2026). Could reshape access and payer dynamics if approved.

Chat

What's the biggest threat to Novo's GLP-1 dominance?

2:14 PM

Lilly's retatrutide (-28.7% wt loss, best-in-class) and orforglipron (oral, NDA filed). CagriSema failed its head-to-head vs. tirzepatide in REDEFINE 4, leaving amycretin as Novo's key next-gen asset.

2:14 PM

How did Lilly overtake Novo in revenue?

2:15 PM

Tirzepatide's dual GLP-1/GIP mechanism delivered superior efficacy (-22.5% vs -16.9%). Mounjaro + Zepbound hit $36.5B in 2025 vs Novo's ~$34B combined. Lilly also resolved supply constraints faster.

2:15 PM

CI Agent Suite

Each agent monitors, analyzes, and delivers a complete CI deliverable. Sourced, structured, and ready for review.

1

Disease Area Brief

Full TA overview: epidemiology, standard of care, pipeline, unmet needs, and market dynamics.

2

Competitor Asset Tracker

Per-asset database with clinical data, regulatory status, deal activity, and competitive positioning.

3

Clinical Trial Monitor

Track competitor trials: enrollment, site activity, protocol amendments, and expected readout dates.

4

Regulatory Filing & Approval Tracker

PDUFA dates, FDA actions, CRLs, label expansions, and global regulatory milestones in one view.

5

Daily CI Briefs

Morning intelligence digest: overnight news, press releases, regulatory actions, and deal announcements.

6

Cross Trial Readout Analyzer

Compare efficacy and safety across trials. Structured cross-trial tables with statistical context.

7

Efficacy & Safety Benchmarker

Benchmark your asset against competitors on key endpoints, AE profiles, and discontinuation rates.

8

Label & Guideline Change Alert

Monitor label updates, treatment guideline revisions, and formulary changes that impact positioning.

9

Conference & Congress Monitor

Pre- and post-conference coverage: abstracts, posters, oral presentations, and competitive takeaways.

10

Emerging Competitor Scan

Early-stage pipeline surveillance: preclinical assets, IND filings, and new entrants by mechanism.

11

KOL & Thought Leader Monitor

Track KOL publications, conference presentations, advisory board activity, and sentiment shifts.

+

Custom Agent

Tailored to your workflow. Define the plan, data sources, and deliverable format.

How It Works

From raw intelligence to finished deliverable, with you in control at every step.

Preclinical Intelligence

Publications, Firm Websites, Patents, Grants

Clinical Intelligence

Trials, Study Design, Endpoints, Readouts

Commercial Intelligence

Sales, Forecasts, Pricing, Market Share

Regulatory Intelligence

Approvals, Labels, FDA Actions

HCP Panel

Surveys, Primary Research, KOL Mapping

Structured Datasets

Landscape, Deals, Drug Sales, Catalyst Events, Readouts, Clinical Trials

Unstructured Documents

Analyst Reports, Filings, Investor Presentations, Labels, News, Press, Publications, Transcripts

Survey Data

Physician Input, Rapid Collection (62K HCPs)

Plan

Your methodology encoded as agent instructions

Skills

Search, Analytics, Synthesis, Monitoring, Benchmarking, Reporting

Output

Deliverables (Exec Summary, Data, Analytics, Alerts, Reports), Raw Data, Chat

Human-In-The-Loop

You define the plan, validate outputs & iterate

Why CI Teams Switch

Cortellis, AlphaSense, Evaluate & others Ferma Agents
Output Search results you assemble into Excel Finished deliverables. Excel, summaries, decks
Data model Organized by event Organized by asset
Clinical readouts Manually tracked across scattered sources Auto-captured, indexed, and linked to each asset
Updates Manual re-query Automated monitoring and alerts
China pipeline Limited. Gaps in early-stage coverage Proactive China-sourced coverage
AI quality Generic LLM wrappers prone to hallucination First-principles analysis. Every data point sourced

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