RFK Jr. backs voluntary limits for food marketing, aligning unhealthy food with pharma in Washington’s broader crackdown on health-linked marketing.

The stage is set for a market share battle over efficacy, convenience, and brand recognition.

The move signals a consumer marketing strategy shift as GLP-1 drugs demand loyalty, engagement, and experience beyond clinical outcomes.

Its next generation GLP-1 achieved breakout weight loss results that extend its lead in the obesity market, but reopen questions about excessive weight loss.

Data shows the first decline in obesity rates in US adults, but children and teens moved in the opposite direction.

Weight loss hype pushed Lilly well ahead of Novo, yet Novo’s early pill win signals a turn toward more affordable, convenient obesity treatments.

Among patients newly prescribed GLP-1s for obesity, 90% either never start therapy or discontinue within a year. Novo and Lilly are using their direct-to-consumer online pharmacies to improve adherence, giving them clearer insight into why patients don’t fill or refill prescriptions to offer targeted support. Beyond that, drugmakers should work with their telehealth partners and pharmacies to give patients resources on managing side effects, navigating insurance issues, and understanding why maintenance dosing remains important after achieving some weight loss.

Eli Lilly became the first healthcare or pharma company to reach a $1 trillion valuation. Pharma’s entry into “the trillion-dollar club” is largely driven by success in the obesity treatment category that’s poised to reshape consumer health and wellness. However, Lilly’s particular rapid growth signals that while first-mover advantage in a high-demand disease area matters, it doesn’t guarantee staying on top. Pharma manufacturers can make up for not being first by committing to innovative drug development that drives more efficacious products, pursuing new clinical indications, and correctly anticipating market developments that may impact supply and demand.

Facing slowing GLP-1 drug sales, Novo Nordisk lowered its full year sales forecast for the third time this year as it continues to lose ground to Eli Lilly in obesity and diabetes. Novo’s next opportunity to close the gap with Lilly lies with the Wegovy pill. Novo is set to be first to market with a next generation weight loss pill and a potential new swath of customers who don’t like needles or prefer the convenience of a pill.

Health insurer Highmark Health will cover the cost of Noom’s weight management programs as part of plan members’ medical benefits starting next year. Digital health tools like Noom offer a solution to rising healthcare costs for insurers and employers, but they must boost member engagement to deliver ROI for customers. The companies should collaborate on targeted outreach—using AI and analytics to identify eligible members, promoting no-cost programs via text and email, and highlighting benefits through clear messaging, case studies, and testimonials.

A real-world study on Novo Nordisk’s obesity drug showed patients had significantly reduced “food noise,” which are persistent, unwanted thoughts about eating. Novo surveyed 550 US adults taking Wegovy for weight loss for at least four months. Food brands are already adapting to the weight-loss trend by adding new products tailored to GLP-1 users and right-sizing portions. We detail this in our “Impact of Weight Loss Drugs 2025” report. But there are more opportunities for GLP-1 drugmakers and food companies to partner. We could see GLP-1 friendly grocery lists curated by nutrition experts and integrated into platforms like Instacart or Uber Eats, for example. Or collaborations with ready-made meal companies like Factor or Daily Harvest, which already offer GLP-1 options.

Novo Nordisk is cutting 9,000 jobs—11% of its workforce—as it aims to regain its lead in obesity drug sales against Eli Lilly and telehealth companies. The layoffs mark another shift for Novo in a turbulent year. CEO Mike Doustdar is only about a month into the role after the previous CEO stepped down amid plummeting stock prices and sales. Though Novo lost the GLP-1 market lead to Lilly, it can regain ground if its weight loss drug pill gains approval ahead of Lilly’s oral option and executes a strong launch. It should focus on reinvesting layoff savings into commercial efforts for what will be the first GLP-1 pill for weight loss.

Obesity drugs are cost effective and provide good value despite high price tags, according to analysis from the Institute for Clinical Economic Review (ICER). It’s still early in the GLP-1 weight loss drug market with only two approved medicines, but a massive pipeline of more than 170 drugs in development. While Novo and Lilly have significantly dropped D2C prices, we think it’s going to take more competition in the market and different drug delivery methods to get to affordable and accessible pricing. Marketers should consider lower prices, but also digital tools to improve adherence, manage side effects, and offer lifestyle support.

The news: 26.5% of US adults with type 2 diabetes used a GLP-1 injectable drug last year, per CDC data published Thursday. Our take: While type 2 diabetes is still driving most GLP-1 prescribing today, there’s a healthcare opportunity to address obesity at the same time. Providers need to proactively educate patients with obesity about the risk for type 2 diabetes, while marketers can message GLP-1s as preventive care. Partner with physicians who’ve seen the benefits for their patients and social influencers touting health benefits they’ve gained after starting GLP-1s for weight loss.

The news: Noom is now selling microdoses of compounded GLP-1 semaglutide for weight loss with a lower price tag and fewer side effects. Our take: GLP-1 microdosing is booming on social media trend and although weight loss drugmakers Novo and Lilly have neither studied nor endorsed mini doses, it’s another tactic for telehealth providers like Noom to stay in the weight loss game. We expect GLP-1 microdosing to gain marketing steam among telehealths this year.

The news: Novo Nordisk’s stock plunged over 20% on Tuesday after it cut full-year guidance, citing lower-than-expected sales growth for Wegovy, its blockbuster weight loss drug. Our take: Despite the recent slump, we think Novo is well positioned to rebound. It remains one of two dominant players in the weight loss drug space and is still posting profit growth, albeit below Wall Street expectations. With the US adult obesity rate expected to hit 50% by 2030, the market opportunity is huge. Meanwhile, regulators are likely going to make it more difficult for compounded drugs to be sold as long as brand-name forms stay off the FDA’s drug shortage list.

The data: Around 2 in 5 employers and health plans will never consider covering GLP-1 drugs for obesity, according to a June 2025 report from Pharmaceutical Strategies Group. Our take: We don’t think a lack of insurance coverage for GLP-1s will lead to a market slowdown. Less generous insurance coverage of the drugs will force companies operating in the competitive cash-pay GLP-1 space to continue offering temporary discounts or lower their prices altogether.

Medicare and Medicaid won’t have to cover GLP-1s for weight loss: The Trump administration rejected a proposal that would have improved access to the drugs for millions of Americans. The consequences will be greater for patients than for Big Pharma.

Ochsner expands its virtual weight management solution: The health system’s focus on selectively prescribing GLP-1s through affiliated physicians is a discerning financial move.

The Ozempic effect could have wide-ranging implications beyond the food industry—if it exists: Apparel makers, beauty brands, and airlines could capitalize as GLP-1 adoption grows, but only if users stick to the meds.