美股IPO·2026-01-31 01:39Core Viewpoint - Novo Nordisk has experienced a strong stock price rebound at the beginning of the year, driven by the impressive prescription performance of its oral weight loss drug Wegovy, outperforming major competitor Eli Lilly [1][3] Group 1: Stock Performance - Novo Nordisk's stock price has increased by approximately 16% year-to-date, while Eli Lilly's stock has declined by about 4% during the same period [3] - The reversal in performance is primarily attributed to Novo Nordisk's "first-mover advantage" in the oral weight loss drug market [3] Group 2: Product Launch and Market Response - Wegovy, the first FDA-approved oral obesity medication, officially entered the market in early January after receiving approval in December [3] - As of the week ending January 23, Wegovy's prescriptions in the U.S. reached 26,109, indicating strong market demand [3] - In its first week, Wegovy received 18,410 prescriptions, and in the second full sales week, the prescription volume exceeded 16,000, showcasing rapid growth [3] Group 3: Competitive Landscape - Over the past two years, Novo Nordisk's stock price had significantly declined, contrasting with Eli Lilly's strong performance due to its capture of approximately 60% of the obesity drug market share [3] - With the rapid uptake of Wegovy, Novo Nordisk is regaining investor confidence [3] - 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 [3]