"Novo Nordisk initially dominated the space with its semaglutide-based drugs, Ozempic for diabetes and Wegovy for obesity, securing a strong foothold in both markets. However, Eli Lilly has since pulled ahead with tirzepatide - marketed as Mounjaro for diabetes and Zepbound for weight loss. The drug's dual GLP-1/GIP receptor mechanism delivers superior weight loss - around 20% in trials compared to semaglutide's 14% - propelling Lilly into the market leadership position."
"Novo Nordisk is fighting back with the recent launch of an oral version of Wegovy, but the company issued a stark warning: it expects sales to decline 5% to 13% in 2026 at constant exchange rates. That outlook sent its stock tumbling 15%, with shares dropping another 4% today. In contrast, Eli Lilly reported robust growth and has oral orforglipron on track for poten tial approval in the second quarter, offering a chance to widen its lead further."
"Novo Nordisk released its full-year 2025 results yesterday, posting 10% sales growth at constant exchange rates to 309 billion Danish kroner - well below analysts' expectations of 347 billion kroner. Operating profit edged down 1%, and earnings per share missed forecasts. The fourth quarter showed an 8% revenue decline, though it slightly beat expectations, while quarterly earnings surpassed Wall Street estimates."
Novo Nordisk initially led the GLP-1 market with semaglutide-based Ozempic and Wegovy but faces mounting pressure from Eli Lilly’s tirzepatide (Mounjaro and Zepbound), which produced roughly 20% trial weight loss versus semaglutide’s about 14%, shifting market dynamics toward Lilly. Novo launched an oral Wegovy yet warned of a 5%–13% sales decline in 2026 at constant exchange rates, prompting a steep share selloff. Novo reported 2025 sales of 309 billion DKK, below expectations, with operating profit down 1%. CEO Mike Doustdar cited U.S. pricing discounts, impending semaglutide patent expirations, and competition from Zepbound. Lilly reported robust growth and has oral orforglipron advancing toward potential Q2 approval.
Read at 24/7 Wall St.
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