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Novo Nordisk

All articles tagged with #novo nordisk

Lilly widens GLP-1 lead as Novo's growth path faces questions
business19 days ago

Lilly widens GLP-1 lead as Novo's growth path faces questions

Eli Lilly beat estimates again, lifted full-year guidance, and extended its lead in the GLP-1 obesity/diabetes market with strong demand for Mounjaro and Zepbound, sending the stock higher. Novo Nordisk also beat and raised guidance but faced investor skepticism over its growth trajectory after Wegovy missed expectations, mixed results for its experimental CagriSema, and concerns about pipeline diversification. The market remains bifurcated: Lilly is seen as the momentum winner, while Novo grapples with turning around its growth story despite European expansion and Wegovy's continued rollout, including a September German launch.

Novo Nordisk Uplifts Guidance as GLP-1 Momentum Keeps Driving Growth, But Shares Fall
biotech-and-pharma21 days ago

Novo Nordisk Uplifts Guidance as GLP-1 Momentum Keeps Driving Growth, But Shares Fall

Novo Nordisk raised its full-year outlook after Q2 results that beat on adjusted sales (up 7% to 78.49 billion DKK) and adjusted operating profit (up 11%). The company now expects sales and operating profit to fall up to 6% at constant exchange rates this year, a milder decline than previously anticipated, thanks to stronger U.S. demand for GLP-1 drugs (including Wegovy and Ozempic) and new international launches. Despite the upbeat guidance, the stock slid about 6% as investors weigh Novo’s reliance on GLP-1 therapies and its duopoly with Eli Lilly in that space.

Novo Nordisk Signals Slower 2026 Growth as Wegovy Momentum Encounters U.S. Pressure
business21 days ago

Novo Nordisk Signals Slower 2026 Growth as Wegovy Momentum Encounters U.S. Pressure

Novo Nordisk posted a solid Q2 but issued 2026 guidance that investors deemed softer than expected: adjusted sales are now seen as down 6% to flat and adjusted operating profit down 6% to flat at constant FX, due to U.S. GLP-1 price pressure, intensified competition and Medicaid coverage headwinds. Q2 sales rose 3% in constant currency to 78.49 billion kroner, with Wegovy pill sales of 3.22 billion kroner, and the Wegovy pill has surpassed 5 million prescriptions since January; Eli Lilly results are watched on the same day to gauge ongoing competition in the GLP-1 space.

Novo's ziltivekimab flops in CKD trial; Artemis and Hermes face uphill path
business25 days ago

Novo's ziltivekimab flops in CKD trial; Artemis and Hermes face uphill path

Novo Nordisk's Zeus phase 3 trial of ziltivekimab failed to reduce major adverse cardiovascular events in patients with CKD and inflammation, despite IL-6 pathway inhibition; the hazard ratio was 0.99, missing the clinically meaningful 0.85 target and causing the trial to miss its primary endpoint. Artemis and Hermes remain the next tests, though analysts have grown skeptical, given the potential multibillion-dollar CKD opportunity and a peak sales projection around $3 billion previously attached to the program. Readouts for Artemis/Hermes are expected in the first half of next year, leaving the pipeline contingent on those results.

Novo Nordisk slides after heart-drug trial misses key endpoint
business25 days ago

Novo Nordisk slides after heart-drug trial misses key endpoint

Novo Nordisk’s shares tumbled after late-stage results showed ziltivekimab, an IL-6 pathway blocker, did not reduce major adverse cardiovascular events (MACE) versus placebo in patients with ASCVD, CKD and elevated inflammation; while the drug showed a biological effect, it failed to show a statistically meaningful MACE benefit and serious infections were more common, with no difference in overall mortality. The company says the result doesn’t change its cardiovascular strategy as it faces U.S. market pressure and Eli Lilly’s competing therapies, and investors will watch next week’s Q2 earnings for pipeline updates.

GLP-1 ad war goes to court as Novo Nordisk accuses Lilly of misleading Wegovy–Zepbound ads
health1 month ago

GLP-1 ad war goes to court as Novo Nordisk accuses Lilly of misleading Wegovy–Zepbound ads

Novo Nordisk filed a lawsuit alleging Eli Lilly’s GLP-1 weight‑loss ads mislead viewers by comparing Wegovy to Zepbound using Wegovy’s lower-dose data from outdated studies while ignoring Wegovy’s own high‑dose results; Lilly says the ads disclose that the high‑dose Wegovy data isn’t included and defends the head‑to‑head trial as the gold standard.

Novo Nordisk Sues Lilly Over Alleged Misleading GLP-1 Advertising
business1 month ago

Novo Nordisk Sues Lilly Over Alleged Misleading GLP-1 Advertising

Novo Nordisk has sued Eli Lilly in New Jersey, alleging Lilly’s GLP-1 ads mislead consumers by citing outdated trials that compare Lilly’s high-dose products to lower-dose Novo drugs and omit newer Wegovy data, including a high-dose Wegovy study showing substantial weight loss. Novo seeks a permanent ban on the ads, corrective advertising, and damages, arguing there are no current head-to-head trials supporting Lilly’s claimed superiority; Lilly has not commented.

AI uncovers the data behind Novo's Parkinson's stem-cell program
biotech1 month ago

AI uncovers the data behind Novo's Parkinson's stem-cell program

After Novo Nordisk shuttered its cell-therapy unit, Cellular Intelligence hired neurologist Nuno Mendonça to perform due diligence on Novo’s Parkinson’s stem-cell program. The data trail—drawn from Lund University research and Nature Medicine–published work on dopamine-neuron therapies—appears to have driven the AI-driven assessment that led the firm to pursue Novo’s asset.

Medicare to cover GLP-1 weight-loss meds in 18-month pilot with $50 copay
health1 month ago

Medicare to cover GLP-1 weight-loss meds in 18-month pilot with $50 copay

Beginning Wednesday, Medicare will temporarily cover GLP-1 weight-loss drugs for seniors and certain disabled beneficiaries through an 18-month pilot, with a $50 monthly copay; coverage requires prior authorization and the program’s costs to taxpayers have not been disclosed. Covered drugs include Eli Lilly’s Zepbound and Novo Nordisk’s Wegovy (including the Wegovy pill Foundayo). The move aims to curb obesity-related health risks but raises questions about long-term affordability and access.

UK approves Wegovy as daily oral weight‑loss pill
health2 months ago

UK approves Wegovy as daily oral weight‑loss pill

Britain’s MHRA has approved Wegovy as an oral, once‑daily tablet for weight loss, a first for the drug, with prescription access opening soon though NHS funding awaits NICE’s decision. The tablet starts at 1.5 mg daily and can rise to 4 mg, 9 mg and 25 mg, taken on an empty stomach and without refrigeration; patients currently using the injection can switch to the 25 mg tablet. Availability is expected through pharmacies, while cost is not yet announced (US pricing had a starting dose around $149/month). Side effects mirror the injectable form and long‑term weight management still requires diet and exercise, with weight potentially returning after stopping.

Novo Nordisk Expands Focus to Longevity and Aesthetics, Shares Dip
business2 months ago

Novo Nordisk Expands Focus to Longevity and Aesthetics, Shares Dip

Novo Nordisk’s stock slid about 3.2% after CEO Mike Doustdar signaled a broader strategy beyond obesity and diabetes, aiming to explore longevity research and aesthetic medicine uses for GLP-1 drugs like semaglutide. While Novo presented aging-clock data suggesting organ-age reductions in the heart and kidneys, these findings aren’t proof of slowed aging. The shift comes as investors weigh the risks of heavy reliance on weight‑loss revenue amid competition from Lilly’s new therapies, with indications of a broader strategic reset into skincare and appearance-related indications.

GLP-1 medications may reshape brain circuits, early scans show
health2 months ago

GLP-1 medications may reshape brain circuits, early scans show

A small study of 13 teens and young women on GLP-1 drugs (including Ozempic) found unexpected brain changes, suggesting these medications may reshape neural circuits related to appetite, emotion and motivation; while findings hint at possible implications for addiction, cognition and aging-related diseases, researchers caution that the brain effects are preliminary and require further study.