ODF
Commented by Carsten Mainitz on October 9th, 2026 | 09:05 CEST
Weight-Loss Drugs 2.0: Can BioNxt and Merck Catch Up with Novo Nordisk and Eli Lilly? What About BioNTech?
The boom in weight-loss drugs is creating a billion-dollar market within the pharmaceutical industry, with an annual volume of USD 100 billion. Novo Nordisk and Eli Lilly are battling for dominance, while Merck is also entering the fray, albeit still in the early stages. BioNxt Solutions aims to deliver established active ingredients via a dissolvable film, targeting enormous potential with a comparatively low-risk approach. For BioNTech, a substantial cash reserve will determine how much time the company has to deliver its next growth spurt. Where does the greatest stock-market opportunity lie?
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Commented by Armin Schulz on September 21st, 2026 | 07:30 CEST
Novo Nordisk, BioNxt Solutions, Evotec: When Injections Become Pills, The Cash Starts Rolling In
The daily injection has had its day. For a long time, taking biologics in pill form was considered a pipe dream, but as of this year, it is becoming a billion-dollar business. On September 17, 2026, Novo Nordisk announced a partnership with Orbis Medicines worth up to USD 1.4 billion to make injections available orally. In February, the Danish company secured a partnership with Vivtex worth up to USD 2.1 billion. Whoever can deliver peptides through the stomach could see the industry come knocking. We are taking a closer look at Novo Nordisk, BioNxt Solutions and Evotec, which cover the entire spectrum of this trend—from acquisitions to technology to development.
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Commented by Armin Schulz on July 9th, 2026 | 07:35 CEST
From Injection Blockbusters to an Oral Future: An Analysis of Novo Nordisk, BioNxt Solutions, and Pfizer in This Race
The weight-loss injection has fundamentally transformed the pharmaceutical industry and set in motion a business with billion-dollar potential, but this initial gold rush is over. The industry is undergoing a disruptive transformation in which more convenient oral alternatives are increasingly replacing the unpleasant injection. This development is shifting the balance of power, giving latecomers a historic opportunity while the market leaders must defend their dominance. The battle for power in obesity treatment has begun anew. Which company will take the lead in the next phase? Today, we take a closer look at Novo Nordisk, BioNxt Solutions, and Pfizer.
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