$NVO

UK MHRA approved Eli Lilly’s once-daily oral GLP-1 orforglipron (Foundayo) on 10 Aug 2026 for weight loss and weight maintenance in adults meeting BMI criteria. Bristol Myers Squibb plans a US$2.3bn Houston manufacturing campus within a US$40bn US investment. Novo Nordisk hired Omnicom for US media, ending WPP, and partnered with AWS on AI drug discovery. P&G is expanding Health Care after its US$3.8bn Thorne acquisition.

Insider Monkey compares Scholar Rock (SRRK) and Novo Nordisk (NVO) amid FDA manufacturing scrutiny. Scholar Rock said it will remove the Catalent Indiana fill-finish site from its apitegromab BLA after OAI status, keeping its Sept. 30, 2026 PDUFA on track. SRRK reported Q2 net loss of $0.84/share and $492M cash, while NVO’s Q2 included impairment charges and a lowered Citi target.

Fierce Pharma’s Oral GLP-1 Tracker cites IQVIA data and Citi/Jefferies notes on Novo Nordisk’s oral Wegovy pill and Eli Lilly’s oral Foundayo. Wegovy pill oral semaglutide share slipped to 33% from 35%, with ~163K scripts. Total Wegovy scripts fell to ~495.5K. Foundayo scripts rose to 38,928 and Q2 sales were $98M ($67M U.S.).

Novo Nordisk shares fell about 1% as CEO Mike Doustdar told Reuters the obesity market will not be a winner-takes-all race. He said oral Wegovy already leads the oral GLP-1 market at about 90% and could reach about half of the overall market. CagriSema showed ~23% average weight loss in trials versus >25% for Lilly’s Zepbound. Novo trades at $45.93 versus a GF Value estimate of $108.68.

Novo Nordisk CEO Mike Doustdar defended the company’s lawsuit against Eli Lilly over obesity-drug advertising. The dispute cites a head-to-head trial where Zepbound (10 mg/15 mg) patients lost 20.2% body weight vs Wegovy 13.7% over 72 weeks. Novo argues older Wegovy dosing was used and cites FDA approval of higher Wegovy dose on Mar 19, 2026. Lilly said it backs its ads; Zepbound Q2 U.S. revenue rose 44% to $4.9B.

Novo Nordisk (NVO) reported strong Q1 results, but its Q2 update erased gains, with the market reaction tied mainly to oral Wegovy. Wegovy sales in Q2 were 3.22 billion Danish kroner (about $500 million), below analyst estimates of about $510 million. The article notes Wegovy launched in the U.S. in January and remains key to Novo’s oral GLP-1 lead versus Eli Lilly (LLY).

Novo Nordisk CEO Mike Doustdar told Reuters that obesity drugs are not a zero-sum market and that differentiation among GLP-1 options could expand demand. He cited Novo’s Wegovy pill launch, reporting over 5 million patients since Jan. 5 and Q2 weekly prescriptions above 265,000, with about $500 million in sales. Lilly’s oral Foundayo launch underperformed, analysts said.

Novo Nordisk (NVO) reported Q2 2026 sales up 3% to $12.21B (CER), but Ozempic and Wegovy sales were flat at CER. Ozempic was $4.88B and Wegovy $3.03B. Eli Lilly (LLY) posted Mounjaro $9.9B (+91%) and Zepbound $4.9B (+46%). NVO raised 2026 guidance; it also sued Lilly. Oral GLP-1s: Wegovy pill $0.50B, Ozempic pill $0.81B; Lilly’s orforglipron $98M.

Article discusses GLP-1 drug pricing and access in the US, focusing on Novo Nordisk and Eli Lilly. It says both hold primary patents and generate $60–70B in annual GLP-1 revenue. It cites expected direct-to-consumer prices of $299 (Lilly) and $350 (Novo) and Medicare pilot add-on fees, arguing this may limit treatment.

Novo Nordisk CEO Mike Doustdar said investors underestimate differentiation in obesity drugs, arguing the market will not be a winner-take-all between Novo’s Wegovy and Eli Lilly’s Zepbound. He cited demand segmentation as patients learn which GLP-1 fits them, and highlighted Novo’s Wegovy pill and pipeline, including CagriSema. Reuters notes obesity drug market forecasts above $100B/year by 2030.