Novo Nordisk(US:NVO) Invezz·2025-12-12 09:10Core Insights - Novo Nordisk has launched Ozempic in India, expanding its presence in a rapidly growing market for diabetes and obesity treatments [1][2] - The demand for weight-loss drugs is increasing due to lifestyle changes, urbanization, and greater awareness of metabolic health [1] - India has the second-highest number of people with type 2 diabetes globally, following China, along with rising obesity rates [1] Pricing and Dosage Strategy - Ozempic will be available in a pen format with three dosage options: 0.25 mg priced at Rs 8,800 per month, 0.5 mg at Rs 10,170, and 1 mg at Rs 11,175 [3][4] - Each pen contains four weekly doses, aligning with the drug's once-a-week injection schedule [3] Medical Use and Broader Benefits - Ozempic, containing semaglutide, was FDA-approved in 2017 for type 2 diabetes and has become a global bestseller [5] - The drug is also used off-label for weight loss, with patients potentially losing up to eight kilograms [6] - Beyond glycaemic control, Ozempic reduces the risk of cardiovascular events and kidney-related complications in diabetic patients [6] India as a Key Growth Market - India's growing patient base makes it a critical market for drugmakers targeting metabolic diseases [7] - Factors such as rising disposable incomes and changing lifestyles have increased the prevalence of diabetes and obesity, creating strong demand for effective treatments [7] - The global weight-loss drug segment is projected to reach $150 billion in annual sales by the end of the decade [8] Competitive Timing and Patent Horizon - Novo Nordisk's launch of Ozempic in India aims to establish a foothold before domestic generic manufacturers enter the market [9] - Semaglutide is set to go off patent in March 2026, which will lead to increased competition and pressure on pricing [9] - By entering the market now, Novo can build brand recognition and physician familiarity, potentially retaining patients when generics become available [10]