智通财经网·2025-05-03 03:30Group 1 - Novo Nordisk's oral weight loss drug Wegovy has had its application formally accepted by the FDA, with a decision expected in Q4 [1] - If approved, Wegovy will be the first oral GLP-1 receptor agonist for chronic weight management globally [1] - Novo Nordisk's stock price rose by 5.53% to $69.23 following the announcement [1] Group 2 - The company currently markets Rybelsus, an oral GLP-1 drug approved for blood sugar control in adults with diabetes [1] - The global obesity treatment market is projected to exceed $150 billion in the coming years [1] - Eli Lilly's experimental oral drug orforglipron showed an average weight loss of 16 pounds (approximately 7.3 kg) in type 2 diabetes patients after 40 weeks [1] Group 3 - Novo Nordisk's application is based on a pivotal Phase III clinical trial involving 307 obese adults with at least one comorbidity, comparing 25 mg oral semaglutide to a placebo [2] - The company is also developing a new generation weight loss drug, amycretin, which targets both GLP-1 and the pancreatic hormone amylin to regulate hunger [2] - Concerns have arisen among investors regarding competition from Eli Lilly and disappointing clinical trial data for Novo Nordisk's candidate CagriSema, which was expected to be a strong alternative to Wegovy [2]