GLP-1 Stocks Surge 130% in Five Years, Outpacing Global Markets

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GLP-1 Stocks Surge 130% in Five Years, Outpacing Global Markets

GLP-1 weight-loss and diabetes drug producers have delivered remarkable gains over the past five years, with shares of leading companies rising 130% — far outpacing broader global markets, according to an analysis by eToro.

The analysis compared two baskets of pharmaceutical firms — one comprising GLP-1 drug producers such as Novo Nordisk, Eli Lilly, Sanofi, Teva, and Hikma, and another featuring non-GLP-1 peers like Novartis, Johnson & Johnson, GlaxoSmithKline, AbbVie, and Bayer.

Josh Gilbert, Market Analyst at eToro, stated:

“Over five years, the GLP-1 basket has surged 130%, compared with just 42% for non-GLP-1 firms. That performance also outpaced the S&P 500 (+98%), the EuroStoxx 50 (+73%), and the FTSE 100 (+59%).”

Despite recent market headwinds, GLP-1 manufacturers continue to outperform traditional pharmaceutical players. Over the past year, the GLP-1 basket fell 12% amid a global correction, while non-GLP-1 pharma stocks gained 10%. Novo Nordisk shares dropped 50% over the same period, yet the company remains a key market leader.

Eli Lilly Emerges as Top Performer
Over the five-year period, Eli Lilly’s stock climbed an impressive 486%, followed by Teva at 116% and Novo Nordisk at 76%, despite a pullback in 2025. On the other hand, Hikma saw a 28% decline. Among non-GLP-1 firms, AbbVie led with a 168% rise, while Bayer dropped nearly 40%.

A Booming Market for Weight-Loss Treatments
The global market for GLP-1 weight-loss drugs is projected to reach USD 130 billion by 2030, requiring nearly 50% annual growth. However, recent corrections have tempered investor expectations after rapid valuation increases and profit warnings from major manufacturers such as Novo Nordisk, which recently announced 9,000 job cuts.

Novo Nordisk has long been the leader in this space, revolutionizing diabetes and weight management with its insulin and GLP-1 products. However, increasing demand has intensified competition, particularly from Eli Lilly, whose drug Zepbound has shown strong weight-loss results.

Middle East Impact and Growing Demand
The GLP-1 boom extends beyond global markets. In the UAE, where over one in five adults live with diabetes, rising adoption of GLP-1 treatments is reshaping healthcare supply chains and influencing lifestyle habits. Some Dubai restaurants have even introduced smaller portion menus catering to individuals using appetite-suppressing drugs.

While the sector faces short-term corrections, experts say the long-term growth potential remains vast.
Gilbert added that, “Despite a reality check, GLP-1s remain one of the most exciting opportunities in healthcare. Demand continues to grow rapidly, especially in the Middle East, with companies driving one of the biggest healthcare shifts in decades.”