The booming GLP-1 space was built on weekly injections. In 2026, new obesity pills will push the market into its next chapter.Patients are already getting their hands on the first GLP-1 pill for obesity from Danish drugmaker Novo Nordisk — a once-daily drug that shares the same brand name as its popular injection Wegovy. A GLP-1 pill from the company's chief rival Eli Lilly isn't far behind, with a U.S. approval expected within months. For some people, pills may serve as a more convenient — and potentially ...

Heidi Overton, Novo Nordisk CEO Maziar Mike Doustdar, Eli Lilly CEO David A. Ricks, and U.S. Secretary of Commerce Howard Lutnick listen while U.S. President Donald Trump announces a deal with Eli Lilly and Novo Nordisk on to reduce the prices of GLP-1 weight‑loss drugs during an event in the Oval Office at the White House in Washington, D.C., U.S. Nov. 6, 2025.A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subs ...

West Pharmaceutical Services, Inc. (NYSE:WST) is included among the 14 Best Dividend Growth Stocks to Buy and Hold in 2026. KeyBanc Sees Injectable GLP-1s Driving Ongoing Demand for WST KeyBanc sees limited risk to oral weight loss drugs through 2030, even with the potential approval of an oral version of Wegovy. In a research note, the firm said oral GLP-1 adoption is likely to stay capped in both the near and longer term, despite new products entering the market. KeyBanc estimates the oral version of W ...

Core Viewpoint - Novo Nordisk is facing significant challenges, including a sharp decline in stock price and increased competition in the GLP-1 drug market, leading to a major leadership shakeup and investor skepticism about its growth potential [1][18]. Group 1: Company Performance and Market Position - Novo Nordisk's stock has dropped 50% year-to-date, marking its worst performance since listing on Nasdaq Copenhagen over three decades ago, with shares trading around 320 Danish kroner compared to over 1,000 kroner at its peak in mid-2024 [18][19]. - The company is experiencing pressure from competitors like Eli Lilly, which has introduced rival drugs, and from compounding pharmacies producing cheaper versions of semaglutide [19][25]. - Despite the challenges, Goldman Sachs analysts maintain a "Buy" rating on Novo Nordisk, citing potential volume opportunities in the evolving obesity market [26]. Group 2: Drug Development and Potential Benefits - Semaglutide, marketed as Ozempic and Wegovy, is a GLP-1 receptor agonist initially developed for diabetes management but has gained popularity for its weight-loss properties, generating billions in annual revenue for Novo Nordisk [3]. - The U.S. FDA has approved semaglutide for various conditions, including liver disease and reducing cardiovascular risks in overweight individuals [4]. - Emerging research suggests that GLP-1 drugs may have additional benefits, such as reducing cravings for food, alcohol, and drugs by affecting the brain's reward pathways [6][9]. Group 3: Research and Clinical Trials - Observational studies indicate that semaglutide may help manage excessive cravings and could be effective in treating conditions like alcohol use disorder, with clinical trials showing reduced alcohol consumption in patients [10][12]. - A recent clinical trial aimed at assessing semaglutide's impact on Alzheimer's disease did not meet its primary goal, leading to disappointment among investors, but some experts believe the trial provided valuable insights for future research [12][15]. - There is ongoing interest in exploring semaglutide's effects on brain functions and its potential as a preventative therapy for cognitive decline [7][16].

Today, Novo commands a market capitalization of roughly $230.4 billion, underscoring its scale and influence in the global pharma landscape. Even so, the stock hasn’t had a smooth ride in 2025. Multiple factors, including soft demand for its blockbuster drugs and intensifying competition in the weight-loss space, have eroded investor confidence.Best known for its blockbuster weight-loss drugs Ozempic and Wegovy, Novo Nordisk is one of the world’s most influential healthcare companies, with a deep-rooted foc ...

Key Takeaways NVO won FDA approval for oral Wegovy, the first GLP-1 obesity pill in the U.S.LLY has filed an NDA for its oral GLP-1 orforglipron.Lilly data show orforglipron helped patients maintain weight loss after switching from Wegovy or Zepbound.Earlier this week, the FDA approved Eli Lilly and Company’s (LLY) rival Novo Nordisk’s (NVO) oral version of the obesity drug Wegovy (semaglutide). Wegovy is the first oral GLP-1 drug to be approved in the United States, ushering in a new era of obesity treatme ...

Evan Seager is head of healthcare research at Beimo. He's only got a market perform on Novo. He says this is a big win, but sees a challenged road ahead.He's here on set with us. First of all, welcome. >> Thank you for having me.It's great to be here despite the weather. >> Yes. And as you say, despite this having been a total hold on for dear life year for healthcare broadly, but a nice finish.No, I mean, go back to the summer when you had the health insurers, you know, collapsing and all this stuff going ...

China healthcare Global Markets Research EQUITY: HEALTH CARE & PHARMACEUTICALS GLP-1 expert call takeaways Discussion centered on the recent clinical progress and commercial updates in the China market On 15 Dec, we hosted an expert call with a seasoned professional in the area of GLP-1 drugs. During the call, the expert shared his insights on the recent clinical development and his thoughts on the domestic GLP-1 market. For Eli Lilly's retatrutide, the expert believes this triple-agonist (GIP/GLP-1/glucago ...

Chipotle trying to capitalize on the protein fad. Our Kate Rogers is with us now and has a look at some new offerings. Morning, Kate. >> Hey, good morning, Carl.Chipotle announcing today its first ever high protein menu, which will launch December 23rd. It's catering to consumers looking for ways to boost their protein intake. The company points to both a rise of GLP-1 usage and a focus on macronutrients.The menu has items that range from a double protein bowl to its first ever snack, which is a high protei ...

The Eli Lilly & Co. logo at the company's Digital Health Innovation Hub facility in Singapore, on Thursday, Nov. 14, 2024.Eli Lilly on Thursday said its closely watched obesity pill helped patients maintain the majority of their weight loss after they switched directly from taking the company's injection Zepbound and Novo Nordisk's rival shot Wegovy in a late-stage trial. The company also said it has filed for Food and Drug Administration approval of the daily GLP-1 pill, called orforglipron, for obesity. T ...