GLP-1 weight-loss pills from Novo Nordisk and Eli Lilly are driving high demand among employees, but their high costs are causing many large employers to reduce or reconsider coverage. Although oral pills are as expensive as injectables and less effective, they increase demand, leading to rising prescription costs that employers find unsustainable. Some companies are tightening eligibility or dropping coverage, while others explore alternative reimbursement or direct-to-consumer programs. Prices may drop in the future with more competition and government initiatives, but for now, high costs limit employer support.
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 pat...
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...
