Structure Therapeutics is mentioned as a company to watch, having dropped their Phase 2b data in early December 2025, and utilizing similar technology to Lilly but at a smaller scale.
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This reel breaks down the value chain of GLP-1 injections, highlighting key players like Eli Lilly and Novo...
Next Big Thing by AvaniMar 3, 2026
This reel breaks down the value chain of GLP-1 injections, highlighting key players like Eli Lilly and Novo Nordisk, and discusses their market dominance. It also touches upon smaller players like Pfizer and Viking Therapeutics, and mentions Structure Therapeutics as a company to watch.
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Viking Therapeutics is identified as a frontrunner and a potential acquisition target, with promising Phase 2 oral data showing about 12.2% weight loss.
Pfizer acquired Metsara for $7 billion in November 2025, aiming to bolster its pipeline of next-generation oral and injectable drugs, though their own drug Danuglipron struggled.
Novo Nordisk is a dominant player in the GLP-1 market, with their drug Wegovy recently receiving FDA approval for oral administration, making it the first high-dose pill for weight loss.
Eli Lilly is a major player in the GLP-1 market, having released positive Phase 3 data for their oral drug Orforglipron, which rivals existing injectables.
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