Novo Nordisk revealed a strategy to boost growth beyond its top obesity drugs Wegovy and Ozempic, facing patent expirations in the early 2030s. Despite promising a pipeline of new drugs, investors remain skeptical as Eli Lilly gains market share, especially in the obesity pill segment with its Foundayo drug. Lilly leads the U.S. GLP-1 market, supported by strong commercial efforts and Medicare coverage, while Novo aims to scale manufacturing and diversify its pipeline by 2030. The competition highlights a challenging future for Novo as it tries to maintain dominance against Lilly's expanding presence and advanced drug pipeline.
As Novo Nordisk navigates its next growth phase amid rising competition from Eli Lilly, their shares show modest movement on Pluang as of Sep 25, 2026 18:01 WIB. Novo Nordisk (NVO) trades at USD 38.59 with a slight 0.08% decline, while Eli Lilly (LLY) is priced much higher at USD 1,183.38, down 0.04%. Investor activity on Pluang leans more bullish on Novo with 84% buy orders compared to Eli Lilly's 53% buy orders, reflecting differing market sentiment despite Lilly's larger market cap of $1.05 trillion versus Novo's $170.11 billion.
Swedish drug-delivery company Nanexa signed a $1.33 billion global licensing deal with Novo Nordisk to use its PharmaShell technology for developing long-acting injectable drugs targeting obesity, type 2 diabetes, and cardiometabolic conditions. Novo...
At its Capital Markets Day on September 21, Novo Nordisk announced ambitious plans to launch more than five multi-blockbuster drugs by 2030 and achieve over DKK 150 billion in pipeline sales by 2035. CEO Maziar Doustdar emphasized prioritizing asset ...
Novo Nordisk's CEO Mike Doustdar said the Danish pharma company is open to a direct listing on the New York Stock Exchange, which would replace its current American depositary receipt (ADR) structure. However, the company is not actively pursuing thi...
Viking Therapeutics surged 26.5% after releasing positive topline results from its GLP-1/GIP agonist VK2735 maintenance dosing study in adults with obesity. The data suggest multiple effective maintenance dosing schedules, potentially improving patie...
Novo Nordisk held its investor day in London, outlining its strategy for growth after its key obesity drugs lose patent protection. Despite plans for multiple new blockbusters and expansion into heart and liver disease treatments, analysts were unimp...
