Novo Nordisk(US:NVO) Sou Hu Cai Jing·2025-12-23 15:48Group 1 - Novo Nordisk's stock surged, with an intraday increase of over 10% following the FDA approval of its first oral GLP-1 weight loss drug, Wegovy [1][2] - The oral drug is expected to be launched in early 2026 at a cash price of $149 per month, with potential costs as low as $25 per month for insured patients [1][2] - The CEO of Novo Nordisk emphasized that Wegovy provides a new, convenient treatment option for patients, claiming no other oral GLP-1 therapy matches its weight loss effectiveness [2] Group 2 - The oral formulation is seen as the next growth engine in the weight loss drug market, with Goldman Sachs analysts predicting it could capture 24% of the global market by 2030, valued at approximately $22 billion [2] - The introduction of the oral version is expected to broaden treatment access and encourage more patients to seek treatment [2] - The active ingredient in the oral drug is the same as that in the injectable version, which may enhance patient confidence in its safety and efficacy [2]