Key Takeaways Lilly's Cardiometabolic Health segment hit $9.2B in Q1 2025, driven by Mounjaro and Zepbound growth. LLY expects continued gains from manufacturing scale-up, new labels, and geographic expansion. Novo Nordisk faces leadership change, pipeline setbacks, and market share risks from stronger Zepbound data.Novo Nordisk (NVO) and Eli Lilly (LLY) dominate the diabetes and obesity market on the back of the tremendous success of their GLP-1 products. Novo Nordisk markets its semaglutide drugs as Oze ...