Eli Lilly won FDA approval for its oral obesity drug Foundayo (orforglipron), but a quick post-approval stock bounce faded as investors focused on execution and pricing against Novo Nordisk’s oral Wegovy. In “StockWatch,” the day-of approval move lifted shares about 4% before reversing into a 2% loss the following day. Analysts cited uncertainty around how quickly Lilly can generate sales this year, especially given the competitive landscape in oral GLP-1s. The reporting also highlighted pricing and access mechanics through LillyDirect, along with commercial-insurance discounts that target low out-of-pocket costs. Novo Nordisk’s oral Wegovy, approved in December, has reported early prescription momentum, sharpening the timetables for Lilly’s launch ramp. The key market issue is not approval itself, but the speed and economics of scaling a small-molecule GLP-1 tablet in a segment already being defined by rapid payer adoption and price competition.