3 High Growth GLP-1 Biotech Winners to Buy in July

The GLP-1 commercialized has matured from a single-stock communicative into a tiered accidental set. Demand for obesity therapeutics keeps expanding arsenic lower-cost, easier-to-administer oral pill versions of the existent injectable GLP-1s are introduced to the marketplace successful 2026, and the tract present spans an entrenched leader, a deep-value incumbent, and a clinical-stage challenger with aggregate near-term catalysts. Heading into July, present are 3 US-listed GLP-1 names worthy a person look, each with a tool-verified information point, a bull case, and a wide risk.

Eli Lilly (LLY): The Category Killer

Eli Lilly (NYSE:LLY) is the franchise banal of the GLP-1 era, and the terms enactment reflects it. Shares are up astir 15% twelvemonth to day and much than 60% implicit the past year, with a marketplace headdress of astir $1.16 trillion arsenic of July 7.

Q1 2026 was a connection quarter. Lilly posted EPS of $8.55 versus the $6.79 statement connected gross of $19.80 billion, up 56% twelvemonth implicit year. Mounjaro generated $8.66 cardinal (+125% YoY) and Zepbound delivered $4.16 cardinal (+80% YoY). Management raised full-year guidance to $82.0 cardinal to $85.0 cardinal successful gross and $35.50 to $37.00 successful non-GAAP EPS.

The bull lawsuit rests connected a one-two punch: injectable dominance positive the lone oral pill with nary food/water restriction. CEO David Ricks said "A cardinal milestone was the U.S. FDA support of Foundayo, the lone approved GLP-1 pill that tin beryllium taken immoderate clip of day, without nutrient and h2o restrictions. Foundayo volition meaningfully grow the fig of radical who tin payment from GLP-1s."

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Risk: Realized prices fell 13% successful Q1 2026 owed to rebate adjustments and market-access agreements, and Mounjaro's NRDL summation successful China is pressuring planetary pricing. Revenue attraction successful 2 products remains the evident vulnerability.

Novo Nordisk (NVO): The Beaten-Down Incumbent

Novo Nordisk (NYSE:NVO) is the contrarian pick. The shaper of Ozempic, Wegovy and Rybelsus is down astir 28% implicit the past year, with a marketplace headdress of astir $169 billion. Per writer context, shares commercialized astatine astir 10x net and beryllium adjacent 45% beneath their 52-week high. Note that NVO is an ADR, truthful dividends are taxable to Danish withholding taxation astatine source.