# Novo Nordisk is losing GLP-1 and diabetes market share in key regions.

*biotech · news · 2026-04-22 · Seeking Alpha*

## Key points

- Novo Nordisk is losing U.S. diabetes and obesity market share to Eli Lilly's Zepbound and Mounjaro.
- Novo Nordisk's latest GLP-1 drug showed weaker weight loss efficacy than Eli Lilly's offerings.
- Semaglutide patents are expiring in key international markets, opening the door to cheaper generics.
- Intensifying competition and drug pricing regulations are negatively impacting Novo Nordisk's profit margins.

**Companies:** Novo Nordisk, Eli Lilly

[Read the full story on Seeking Alpha](https://seekingalpha.com/article/4892731-novo-nordisk-is-the-glp1-golden-age-already-behind-it)

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