GLP-1 Market Monitor
GLP-1 medicines are reshaping diabetes and weight-loss care, driving a race for customers, capital and market share. The SANOR GLP-1 Market Monitor tracks the companies, deals and commercial developments shaping this market.
Updated 23 September 2026
Market Size
Annual global market size · 2025
Market Growth
Forecast annual growth (CAGR) · 2025–2035
Ticker Activity
Last 12 months
Deal Activity
Last 12 months
What Is Happening in the GLP-1 Market
- Market size: Morgan Stanley Research estimates the global market for GLP-1 medicines at $79 billion in 2025. These medicines are used to treat type 2 diabetes and obesity. The figure is a 2025 estimate, not a measure of current sales.
- Market growth: Morgan Stanley Research forecasts a $190 billion market by 2035, equivalent to about 9.2% average annual growth from its 2025 estimate. This is a long-term forecast, not the growth recorded in the past year.
- Competition: Lilly and Novo Nordisk are the main drugmakers tracked here. Lilly sells Mounjaro for diabetes and Zepbound for weight management; Novo Nordisk sells Ozempic and Wegovy for those respective uses. Competition also extends to pills and experimental treatments that could offer patients more options.
- Updates: Lilly says it has started building a $6.5 billion Houston factory to make ingredients for its weight-loss pill, Foundayo, and other medicines. Separately, Novo Nordisk reports that its experimental injection CagriSema produced more weight loss than a tested dose of Lilly’s tirzepatide in adults with type 2 diabetes. That result covers the doses and patients studied; it does not establish superiority over every available dose or mean CagriSema is approved.
Latest Deals
Companies
Eli Lilly
Eli Lilly develops and manufactures medicines for diabetes, obesity, cancer and other diseases.
Novo Nordisk
Novo Nordisk develops and manufactures medicines for diabetes and obesity, including Ozempic and Wegovy (semaglutide).
MannKind
MannKind develops inhaled drug-delivery technology, including its Technosphere platform.
People
Daniel Skovronsky
Daniel Skovronsky leads research and development at Eli Lilly and serves as president of Lilly Research Laboratories.
David Ricks
David Ricks leads Eli Lilly as chair and chief executive officer.
Live Ticker
Roche Reports Weight Loss and Lower Blood Sugar With an Experimental Diabetes Injection
Roche says its experimental weekly injection reduced weight and blood sugar in a mid-stage diabetes study. The results do not establish an advantage over rival medicines.
RocheFierce Pharma Reports Questions Over Savings From Lilly’s US Drug-Pricing Deal
Fierce Pharma reports that newly released agreement documents have prompted questions about how much Lilly’s US pricing deal will save on GLP-1 obesity medicines.
Eli LillyNovo Reports Greater Weight Loss Than a Tested Dose of Lilly’s Diabetes Drug
Novo Nordisk says its experimental CagriSema injection produced more weight loss than a tested dose of Lilly’s tirzepatide in adults with type 2 diabetes. The comparison does not cover every available dose.
Lilly Starts Construction of $6.5 Billion Houston Drug Plant
Lilly says construction has begun on a $6.5 billion Houston factory to make ingredients for Foundayo and other medicines. The factory is intended to expand production capacity; it is not yet operating.
Eli LillyFierce Biotech Reports Lilly Has Stopped Developing an Experimental Obesity Drug
Lilly has stopped work on the experimental obesity drug LY4064912, Fierce Biotech reported. The decision concerns an early research project, rather than Lilly’s approved weight-loss medicines.
Eli LillyFierce Pharma Reports Record Weekly Prescriptions for Two Weight-Loss Pills
Fierce Pharma reported record weekly prescriptions for Novo’s Wegovy pill and Lilly’s Foundayo. The figures track prescriptions, including refills, rather than new patients or comparative treatment results.
