How important it is to have the latest blockbuster in your product portfolio. The pharmaceuticals industry has displayed this over and again in recent years — getting a Covid vaccine to market during the pandemic, and now tackling the obesity epidemic.

Those with obesity drugs already on the market have proved, through their share price moves in the past months, what it means to have this type of treatment on your roster.

Novo Nordisk(NYSE:NVO) — with two obesity drugsOzempicandWegovy— has jumped by around 300% since it bought Ozempic to the market in 2019, whileEli Lilly (NYSE:LLY) is...