Roche-Zealand alliance could shake up obesity market

11 April 2025

The obesity drug market has experienced a seismic shift in recent years, with Novo Nordisk's (NOV: N) Wegovy (semaglutide) and Eli Lilly's (NYSE: LLY) Mounjaro (tirzepatide) revolutionizing the way the condition is treated.

However, while these injectables have set a new standard in weight management, a potentially disruptive challenger is garnering attention. A recently-announced partnership between Roche (ROG: SIX) and Zealand Pharma (CPH: ZEAL) aims to bring petrelintide, a long-acting amylin analog, to market—introducing an alternative mechanism that could reshape the landscape.

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