another trending story that we are watching here in the healthcare space glp 1's a key driver of the broader Healthcare space this earning season companies like Eli Lily and Novo Nordisk showing the demand for weight loss treatments does remain strong Yahoo finance's senior Healthcare reporter anelie Kemani joins us to break it down and anelie I think for me what's been interesting about this is that it's not all glp1 providers created equal this cycle it feels like there have been some key winners and losers yeah this is the first time that you've seen this sort of a a little bit of a difference between Novo Nordisk and Eli Lily the two Market leaders Novo while it did beat on its earnings it did miss some of the sales estimates as well as downgraded or trimmed a little bit if you will its operating margin for the year but it did increase sales as well as Eli ly followed suit in that respect but they increased on both sides so we're looking at what that means for the future of the market and how that really shapes the race ahead Lily coming out a little bit strong stronger in a number of ways first of course with the increased sales Zep bound its weight loss gp1 really climbing already reaching Blockbuster status after just two quarters on the market it also uh Lily is also moving ahead with its application or at least slated to move ahead and indicated all it's on track for a submitting Zep Bound for a heart failure to help treat a heart failure Novo Nordisk on the flip side having to delay their filing even though they were slated to be first to file so that's just sort of the shift you're seeing it seems like Eli Lily also getting their drugs off the FDA shortage list just being really a big boost so we had one day where noo came out and the market was kind of like oh God what's going on and then the very next day everything was settled doubts are gone but what I also want to take a look at sort of like a six-month check-in if you will of the rest of the candidates that are coming down the pike at the start of the year we had companies like fizer amen and Ro really looking like they were going to take a good dance in the market fizer however has been slowing down its prospects decreasing as it ran into some trouble with its drug the oral glp1 that it is now in clinical trials with it's still figuring out the dosing uh for its on daily it had it twice daily that didn't have good tolerability so they're moving a little bit back in their pacing meanwhile amen moving ahead with its once monthly potentially injectable that's uh in Phase 2 and going to be going to phase three trial soon that's something that could be a good Market Contender and then you've got Ro which entered the market with a $3 billion deal acquiring a smaller biotech that had a couple of candidates looking pretty good there so they're still in the game as of right now and then there's Viking the little biotech that came out of nowhere with a really strong results still having to enter phase three trials and that's one of the ones that uh you know a lot of folks are still focused on whether or not it can make it to the Finish Line on its own or ends up being an acquisition Target if you look at its stock it's up 200% year-to date so that's really quite a move and that's because of the great results we saw at the start of the year so that's sort of how the Market's shaking out right now if you look at sort of where the competition is I had a chance to catch up with Jared holes mizuho's Healthcare sector expert and he talked about sort of that hiccup we saw in the middle of the week between Novo and Lily saying that uh you know Lily's results are reminder that it's silly to look at either of these names on a 90-day basis which is what we do in the market especially because this Market is north of 100 billion so we're going to need more of those contenders to come in to really see how it plays out