# GLP-1 Weight Loss Drug Battlefield: Who Can Make Money from the Trillion Dollar Market?

1 in 8 people in the U.S. are using weight loss injections, but the real battle has just begun—**oral GLP-1 tablets**.

Data hurts:
- Weight loss pills are expected to占长期市场25%份额.
- The entire GLP-1 market is expected to reach $100 billion by 2030.
- The oral versions of Eli Lilly and Novo Nordisk are expected to be approved by the FDA by the end of 2025.

**Why is it so important?**

From injections to taking medicine, this step can leverage the entire market of over $5 billion. Non-invasive, more convenient, and easily accepted—whoever gets FDA approval first will be able to print money.

**Two players vie for dominance:**

Eli Lilly (LLY) is currently leading by a bit, with a ridiculously high stock price (PE ratio close to 50), but if the oral version is successful, the injectable version will still sell well, leaving room for growth. Quarterly dividend $1.50.

Novo Nordisk (NVO) has a more affordable price, but last year it was overshadowed, and investors are urging it to be more aggressive. Dividend $0.43.

**But there's a catch:**

The Trump administration has announced a price reduction to $149/month, with Medicare also set to cover it— the good news is that the market is expanding, but the bad news is that profits are being squeezed. Goldman Sachs even believes the market may not last to $100 billion.

**Investment logic:** These two pharmaceutical companies will dominate the GLP-1 market for nearly a decade, but which one to choose depends on whether you are pursuing growth or seeking stable dividends. Eli Lilly is expensive but has great potential; Novo Nordisk is cheap but needs a turnaround.