Zhi Tong Cai Jing·2026-02-24 14:32Core Viewpoint - Eli Lilly's stock price fell over 1.5% to $1042.5 amid news that its main competitor, Novo Nordisk, will lower the official prices of several GLP-1 drugs in the U.S. starting January 1, 2027 [1] Group 1: Price Adjustments - Novo Nordisk announced a price reduction of approximately 35% to 50% for Wegovy, Ozempic, and Rybelsus in the U.S. market [1] - The new monthly price for Wegovy and Ozempic will be standardized to $675 for both injection and oral forms [1] - The price adjustments will apply to all dosages of the mentioned drugs, reflecting Novo Nordisk's commitment to improving drug affordability in the evolving U.S. healthcare system [1] Group 2: Market Position - Despite the price cuts, Novo Nordisk's market performance in the lucrative anti-obesity drug sector remains behind that of Eli Lilly [1] - The price reduction is expected to particularly benefit patients whose out-of-pocket costs are linked to official pricing [1] - Novo Nordisk emphasized that the price adjustments will not affect its direct-to-consumer pricing structure [1]