Novo Nordisk (NVO) Faces Pricing Pressure While Defending Wegovy Franchise and Advancing Oral GLP-1s

Group 1 - Novo Nordisk A/S is facing unprecedented pricing pressure that is expected to lead to a decline in sales and profits for the first time in years, particularly affecting its weight-loss drug Wegovy and related diabetes treatments [3][4] - The pricing pressure is attributed to increasing competition from similar GLP-1 weight-loss treatments, including those from Eli Lilly, and aggressive negotiations by healthcare payers demanding deeper discounts and tighter reimbursement terms [4] - The company has announced legal action against Hims & Hers for selling compounded versions of Wegovy at a significantly lower price, which Novo Nordisk claims threatens patient safety and its intellectual property [1] Group 2 - The U.S. Food and Drug Administration (FDA) has approved a pill version of Ozempic for adults with type 2 diabetes, with the company also filing for a higher dose, which is expected to be reviewed by the end of the year [5] - Novo Nordisk specializes in diabetes care, obesity treatments, and rare disease therapies, with core products including insulin, GLP-1 receptor agonists, and weight management drugs like Wegovy and Ozempic [6]