Novo Nordisk will report Q1 2026 results on May 6, with UBS highlighting the impact of new lower prices for its GLP-1 obesity and diabetes drugs. The company has lost 27% market value this year due to weaker full-year guidance and a disappointing trial for its combination drug CagriSema. UBS focuses on the oral Wegovy pill, with prescriptions nearing 100,000 weekly, forecasting $235 million in Q1 sales but noting pricing uncertainties across sales channels. Stronger-than-expected injectable Wegovy volume growth may lead to raised sales guidance, while gross margin clarity is awaited. Competition from Eli Lilly's oral GLP-1 drug oforglipron poses additional risk. UBS keeps a neutral rating with a DKr332 price target.
The European Commission has approved Novo Nordisk's Wegovy pill, the first oral GLP-1 receptor agonist for weight management across the EU. This approval covers adults with obesity or overweight with related health issues and follows positive clinica...
The global blood glucose monitoring system market, valued at $16.8 billion in 2025, is projected to grow to $39.4 billion by 2035 at an 8.9% CAGR. Growth is fueled by rising diabetes prevalence, advancements in AI-enabled monitoring devices, and incr...
Vivani Medical is developing a semaglutide implant aimed at improving long-term adherence to GLP-1 treatments like Wegovy and Ozempic, which help with obesity and diabetes. The implant, designed to be replaced biannually or annually, could reduce sid...
