Article also talked about Lilly, which is important because they're developing a triple agonist called retatrutide. It's currently in trials, and if it succeeds, you'll see Novo stock fall even further while Lilly stock will soar.
FWIW it doesn't seem to be much more effective than tirzepatide:
> Lilly is also working on a next-generation medicine, called retatrutide, which helped people lose up to about 24% of their weight in a mid-sized study last year.
(Tirzepatide saw 22 or 23%.) Unclear to me if or how the retatrutide numbers might improve.