Amazon shakes GLP-1 race as Eli Lilly, Novo Nordisk stocks fall

Amazon unveiled a GLP-1 Management Program through Amazon One Medical and Amazon Pharmacy, combining primary care, telehealth, prescription management and same‑day delivery — a move the article says could reshape access to weight‑loss drugs and pressure pharma DTC models. Shares of Eli Lilly and Novo Nordisk fell and underperformed the broader S&P 500 after the announcement, while other obesity‑related names also moved lower. Amazon’s advantages are logistics, integrated care and transparent pricing (from $25/month for some insured plans), plus same‑day delivery in nearly 3,000 cities (targeting 4,500 by end‑2026). The piece recommends buying Amazon and selling Lilly, but notes regulatory/payer pushback and scaling risks. Overall market takeaway: Amazon’s platform expansion is a bullish catalyst for AMZN shares and a competitive headwind for drugmakers dependent on DTC refill economics.