1 Reason Every Investor Should Know About Novo Nordisk (NVO)

Core Viewpoint - The competition between Novo Nordisk and Eli Lilly in the weight loss drug market is intensifying, with Eli Lilly's Zepbound gaining market share from Novo Nordisk's Wegovy [1][2]. Group 1: Current Market Dynamics - Eli Lilly's Zepbound, approved in 2023, is outperforming Novo Nordisk's Wegovy, which has faced supply issues since its FDA approval in 2021 [2]. - Despite Wegovy's earlier approval, Zepbound's superior efficacy has allowed it to capture market share [2]. Group 2: Future Developments - Novo Nordisk is poised to launch an oral version of Wegovy, which has shown better efficacy in Phase 3 trials, reducing body weight by 15.1% compared to Eli Lilly's orforglipron at 12.4% [4]. - The convenience of oral medications may shift market dynamics back in favor of Novo Nordisk, with a decision on oral Wegovy expected from the FDA in Q4 2025 [6].