智通财经网·2025-12-23 11:27Group 1 - Novo Nordisk's stock price rose by 7.5% following FDA approval of its oral weight loss medication, positioning the company advantageously in the evolving obesity treatment market [1] - The approval allows Novo Nordisk to regain market share lost to Eli Lilly, which has been competing with its product [1] - CEO Lars Fruergaard Jørgensen stated that the company is better prepared for the launch this time, having sufficient supply of the oral medication [1] Group 2 - Eli Lilly's product Zepbound has gained a leading position in the injection weight loss drug market, capitalizing on Novo Nordisk's initial supply challenges [2] - Analysts suggest that oral weight loss medications may expand the market rather than cannibalize the injection segment, as a significant portion of adults may hesitate to self-inject [2] - Demand for Wegovy tablets is expected to be strong, with a projected global peak sales of approximately 37.9 billion USD, which is crucial for offsetting anticipated challenges in 2026 [2]