Novo Nordisk considers strategy shift after weight loss drug trails Eli Lilly

The results of the REDEFINE-4 head-to-head trial announced on February 23, 2026, have revealed that Novo Nordisk A/S NVO's next-generation obesity drug, CagriSema, was less effective than Zepbound (tirzepatide) from Eli Lilly and Company LLY. This event-driven development is significant as it directly alters the competitive positioning within the rapidly growing obesity drug market. Analysts indicate that the trial outcome weakens the standing of the Denmark DK-based pharmaceutical giant against its primary rival in the sector.