Cramer Says Eli Lilly's Weight Loss Wins Over Novo Are Being Ignored

As seen on the 24/7 Wall St. homepage on September 29, 2026.

Jim Cramer @jimcramer

Cramer is calling a mispricing in the obesity drug race, arguing Lilly's latest wins over Novo Nordisk have not been paid for by the market yet.

LLY tons of powerful news versus Novo on weight loss drugs. Being ignored
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Jim Cramer posted on September 29 that Eli Lilly has generated what he called tons of powerful news against Novo Nordisk in the obesity drug space, yet the market has not priced it in.

That points to a mispricing: Lilly's competitive position versus Novo Nordisk has improved while the stock has not moved to reflect it, so investors acting before the market catches up stand to benefit the most.

The post drew an engaged response from retail traders following the obesity drug race.

Keep an eye on the stock for a data readout, a label update, or a commercial milestone that forces the market to close the gap Cramer is pointing to.

Sources

Mentioned: LLY, NVO

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