The obesity-drug boom, measured by the drugs that actually sell. Today that is two companies: Eli Lilly (Mounjaro, Zepbound) and Novo Nordisk (Ozempic, Wegovy, Rybelsus). Their combined GLP‑1 franchise revenue is charted by calendar quarter; everyone else is still in the clinic. The table below shows the whole field, and how little of these giants is GLP‑1 today.