Zhi Tong Cai Jing·2026-01-30 16:04Core Viewpoint - After two consecutive years of stock price decline, Danish pharmaceutical giant Novo Nordisk (NVO.US) has experienced a strong rebound at the beginning of the new year, driven by the impressive prescription performance of its oral weight loss drug Wegovy, outperforming major competitor Eli Lilly (LLY.US) [1] Group 1: Stock Performance - Novo Nordisk's stock has risen approximately 16% year-to-date, while Eli Lilly's stock has declined about 4% during the same period [1] - The reversal in performance is attributed to Novo Nordisk's "first-mover advantage" in the oral weight loss drug market [1] Group 2: Product Approval and Market Entry - The FDA approved Wegovy tablets for market entry in December last year, making it the first oral obesity drug to receive approval [1] - As of the week ending January 23, Wegovy prescriptions in the U.S. reached 26,109, indicating strong market interest [1] Group 3: Prescription Growth - In its first week on the market, Wegovy received 18,410 prescriptions, and in the second full sales week, the prescription volume exceeded 16,000, showing rapid growth [1] - Novo Nordisk is regaining investor confidence as Wegovy's market presence expands [1] Group 4: Competitive Landscape - Eli Lilly is still awaiting FDA approval for its oral weight loss drug orforglipron, which may further alter the competitive landscape in the coming months [2]