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Risk: Novo has been steadily losing ground to Mounjaro and Zepbound, and Jim Cramer recently noted Lilly's pipeline could deliver "the unassailable knockout punch against Novo Nordisk because it's got fat busting without muscle crunch." A value trap is the obvious failure mode

But with so much to explore, there was a lot that I missed

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On April 30, 2026, the FDA announced - per fda.gov and the Federal Register (91 Fed

the 12 mg osteoarthritis arm reached roughly 20%. A large comparison against another weight-loss drug makes dieting an unlikely cause and links the signal to the GLP-1 arm. The mechanism remains unsettled