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US regulators have flagged a possible rare blindness risk associated with GLP-1 drugs, the class of diabetes and weight-loss medications that includes Novo Nordisk's Ozempic and Wegovy and Eli Lilly's Mounjaro and Zepbound, according to a Wall Street Journal report. The warning matters because GLP-1 treatments have become among the industry's biggest revenue drivers, underpinning the market values of both Novo Nordisk and Eli Lilly. Watch for label updates, any regulator-requested studies, and whether prescribing patterns or sales guidance shift in response.

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GLP-1 drugs, US regulators, WSJ