UBS projects the global market for GLP-1 drugs, used in obesity and diabetes, to reach $130-135 billion by 2030 with about 40 million patients, up from 25 million in 2026. Obesity is the main growth driver, and current low penetration in eligible patients supports long-term volume expansion. Despite high discontinuation rates, falling prices and next-generation therapies, including oral versions, are expected to improve patient persistence. The market is dominated by Eli Lilly and Novo Nordisk, with Lilly leading due to superior drug efficacy. UBS highlights manufacturing capacity and pricing as key factors shaping the market's future, and remains positive on key suppliers like Bachem, Ypsomed, and PolyPeptide due to sustained demand and capacity growth.
Novo Nordisk reported a 4% sales decline in Q1 FY26 excluding a $4.2B accounting reversal, with key drugs Ozempic and Rybelsus dropping significantly. The company also announced major price cuts for Wegovy and Ozempic in 2027 and faced setbacks with ...
The 16th annual PODD (Partnership Opportunities in Drug Delivery) conference will take place on October 29-30, 2026, in Boston, gathering over 1,000 industry leaders to discuss advancements in drug delivery systems. The event features over 150 sessio...
Novo Nordisk has been upgraded to a 'Strong Buy' rating following a weak first quarter and a significant drop in its stock price, which now presents an attractive long-term investment opportunity. The company's GLP-1 drugs, including Wegovy and Ozemp...
Novo Nordisk has been actively repurchasing its B shares as part of a DKK 15 billion buyback program initiated in February 2026. Since June 15, 2026, the company bought 1.075 million B shares worth approximately DKK 1.78 billion, increasing its treas...
UPS is investing $48 million to enhance 27 temperature-controlled facilities across the Americas, Europe, and Asia to meet rising demand in healthcare logistics. This upgrade aims to improve the handling of temperature-sensitive medicines like GLP-1 ...
