Obesity is a chronic disease. It's why treating it will be so profitable unless payers push back

While there has been plenty of buzz about how successful patients have been in losing weight while taking a new class of obesity medications, there is a growing realization that when people stop taking these pricey drugs, the pounds can creep back on. There was a frank discussion of this on Eli Lilly's first-quarter earnings conference call on Thursday.

Both companies, as well as others such as Pfizer , Amgen , and Viking , are studying other incretin combinations, including ones that could be administered orally. The current state of play Novo and Lilly have the edge. Novo was the first to win approval for weight loss, but Lilly has been shown to be slightly more effective in clinical trials . Both drugs suppress the appetite of patients and slow how quickly food passes through the gastric system.

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