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More Reading from MarketBeat.com 3 Companies at the Forefront of the GLP-1 Pill WarsWritten by Nathan Reiff. Published: 3/16/2026. 
Key Points - Three companies to watch in the fast-growing GLP-1 space include firms with market capitalizations ranging from about $4 billion to nearly $1 trillion.
- Eli Lilly's size and dominant position allow it to develop multiple GLP-1 medicines and to expand rapidly into many corners of the world.
- Viking Therapeutics and Structure Therapeutics are much smaller, but each has a highly promising GLP-1 candidate working its way through the clinical trial process.
- Special Report: Elon's "Hidden" Company
Though the first GLP-1 agonists date back more than 20 years, it's only in the last couple of years that they have begun to dominate the pharmaceutical space for their massive potential as weight-loss drugs. With some estimates placing the market at nearly $63 billion in early 2026, forecasts call for the GLP-1 industry to roughly triple over the coming decade. It's no surprise the biopharma industry is racing to capture a share of that growth as GLP-1 use accelerates. Dozens of new GLP-1 receptor agonist medications are in development across nearly as many firms—and it's not just major pharma names getting involved. The medicine is evolving quickly, having already expanded to include oral treatments, including the first-ever FDA approval for a GLP-1 pill for weight loss for Wegovy at the end of 2025. Amid the significant turbulence and hype surrounding this fast-growing space, the companies below may be particularly interesting to watch. Multiple Products and Geographies Could Cement Eli Lilly's Dominance San Francisco is the strangest city in America right now—you can hop into a self-driving car and be chauffeured by a robot, but out the window you see addicts slumped in doorways, open-air drug markets, the mentally ill screaming at the sky, and entire city blocks consumed by homeless encampments. It's ground-zero for the most disruptive technological forces of our age, and Erez lives in the Bay Area plugged into the capital, the connections, and the companies reshaping the world—the advancements in AI, blockchain, computing, and biosciences are unlike anything the world has seen before, and a tsunami of disruption is coming for everything all at once. During our most recent broadcast, we exposed what we're calling the most asymmetric opportunity of our careers: an overlooked financial company hiding a multi-billion-dollar blockchain asset Wall Street hasn't priced in—it's one of those rare situations Warren Buffett would describe as raining gold when all you have to do is step outside if you want to get rich. Watch the broadcast before the window closes now Eli Lilly and Company (NYSE: LLY) is one of the biggest pharmaceutical companies in the world, with a market capitalization approaching $1 trillion as shares have climbed by almost 20% in the last year. That scale plays to Eli Lilly's advantage as it seeks to expand its GLP-1 agonist program globally. The firm plans to spend $3 billion in China over the coming decade to expand its supply chain and build local manufacturing capacity, including for GLP-1 medications. These investments would not only enhance its access to China's growing weight-loss market but also help shore up global supply. Also in China, Eli Lilly recently filed for approval of a new GLP-1 treatment and completed a Phase 1 trial for a related medication. Last quarter, the company submitted its drug orforglipron, a new GLP-1 agonist, for obesity treatment in the United States and more than three dozen additional countries, with an expected domestic launch by mid-2026. Lilly's large R&D budget has also allowed it to focus on retatrutide, a so-called "triple-agonist" that combines GLP-1 activity with other pathways and is currently in trials. Eli Lilly is thus positioning itself to dominate the GLP-1 space with multiple products—including in pill form—launched around the world. With 45% year-over-year (YOY) revenue growth in 2025, these efforts could help sustain rapid top-line gains going forward. Viking's Dual Agonist Drug Shows Potential As It Moves Through Trial Process A much smaller firm than Eli Lilly, Viking Therapeutics Inc. (NASDAQ: VKTX) has not yet brought a GLP-1 drug to market. Instead, its candidate VK2735, a dual agonist of both GLP-1 and glucose-dependent insulinotropic polypeptide (GIP) receptors, has been advancing through clinical trials. In January 2025, the firm published Phase 2 results for VK2735 showing strong potential, including up to nearly 15% of baseline body weight lost in trial participants without a clear plateau. Viking is developing VK2735 in both oral and injectable forms and expects to begin Phase 3 trials for the oral formulation in the coming months. So far, the drug's promise has helped VKTX shares rise by nearly 20% in the last 12 months. However, investors may be concerned about the company's ability to bring this drug to market quickly enough to capture a sizable customer base, given the number of alternatives already available or rapidly progressing through development. The company is not currently profitable, although as of the latest quarter, it held a healthy $706 million in cash reserves. Structure's GLP-1 Pill Could Be Big, But Trial Results Will Confirm Shares of Structure Therapeutics (NASDAQ: GPCR) have far outperformed the other companies discussed, rising by more than 150% in the last year as investor enthusiasm grew for aleniglipron, the firm's GLP-1 agonist candidate. Analysts still see substantial upside: consensus forecasts imply over 90% upside based on a price target of $107.90. Compelling results from a Phase 2B trial made headlines in December 2025, and investors are now waiting for additional data. With anticipation that aleniglipron could be a strong contender in the emerging GLP-1 pill market, investors who take a chance on GPCR shares may be rewarded when new results arrive—though investing in early-stage drug developers remains risky. | 
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