22 January 2026 | 5:13AM GMT Equity Research Novo Nordisk (NOVOb.CO) Wegovy pill likely drives sentiment, where we see scope for upside; remain Buy | NOVOb.CO | 12m Price Target: Dkr436.00 | Price: Dkr373.85 | Upside: 16.6% | | --- | --- | --- | --- | | NVO | 12m Price Target: $68.00 | Price: $59.32 | Upside: 14.6% | We see 2026 as a pivotal year for the development of the obesity market, with the launch of Novo's Wegovy pill and Lilly's orforglipron, together with the initial unlock of the Medicare populat ...

Novo Nordisk A/S' (NYSE:NVO) weight-loss revolution just swallowed a record. In just its second week on the market, Novo Nordisk's oral Wegovy pill hit 20,371 prescriptions, up from 4,289 in week one—a nearly 500% week-over-week surge. For context, Eli Lilly And Co's (NYSE:LLY) Zepbound hit about 10,000 scripts in week two, while Novo’s original injectable Wegovy barely cleared 1,000.This isn't just a good launch. It's unprecedented velocity.Why This Record Is Bigger Than It LooksWhat makes it even more int ...

Core Insights - The obesity drug market is evolving beyond just weight loss efficacy, focusing on a wider range of treatment options and improved patient access [2][3][7] Treatment Options - Executives predict a shift from a one-size-fits-all approach to personalized treatments, including pills, less frequent injections, and combination therapies [3][4] - Novo Nordisk and Eli Lilly are leading the market with GLP-1 injections, while new oral options are being introduced to cater to different patient needs [4][11] - Combination regimens are expected to enhance treatment effectiveness, targeting various obesity-related conditions [16][18] Market Access - Access to GLP-1 treatments has improved, with price reductions and upcoming Medicare coverage for obesity drugs anticipated to increase patient access [6][30][31] - The direct-to-consumer market is projected to grow significantly, potentially comprising a large portion of the obesity drug market [32][33] Market Potential - The weight loss and diabetes drug market could reach nearly $100 billion annually by the end of the decade, driven by increased treatment options and access [7] - Current estimates suggest that 25 to 50 million U.S. patients could be using GLP-1s by 2030, indicating substantial growth potential [8] Innovative Approaches - Companies are exploring new methods for weight loss, such as targeting fat burning rather than appetite suppression, with the aim of preserving muscle mass [22][24] - Lilly's retatrutide, which mimics multiple hunger-regulating hormones, has shown promising results in trials, achieving over 28% weight loss in patients [26][27]

整理 | GLP1减重宝典内容团队 美国国会众议员Raja Krishnamoorthi 宣布，已向三家位于中国的生物技术公司发出正式函件，要求其就 GLP-1 类药物及相关原料药的 生产、标注与出口情况作出全面说明。此举的直接背景，是美国监管层对非法、未经监管的 GLP-1 产品进入美国药品供应链的担忧不 断升温，尤其是在减重药物需求高企、复方注射剂市场迅速扩张的情况下，监管风险正在被放大。 被点名的三家公司分别为 Chinese Peptide Company， 泰德医药的子公司 中肽生化有限公司 、Hubei JXBio Biotech，湖北健翔生物制 药有限公司 与 Fujian Genohope Biotech， 福建基诺厚普生物科技有限公司 。 国会方面认为，这些企业生产的司美格鲁肽、替尔泊肽成品或相关活性药物成分，可能通过复方制剂、研究用途标注或其他方式，绕开 美国食品药品监督管理局的正常审评和安全监管流程，最终进入美国市场，并被包装为 Ozempic、Wegovy 等 FDA 批准药物的替代 品。 Krishnamoorthi 在公开声明中强调，对于数以百万计依赖 GLP-1 药物进行长期治疗 ...

New York, New York--(Newsfile Corp. - January 22, 2026) - Kuehn Law, PLLC, a shareholder litigation law firm, is investigating whether certain officers and directors of LifeMD, Inc. (NASDAQ: LFMD)  breached their fiduciary duties to shareholders. According to a federal securities lawsuit, Insiders at LifeMD caused the company to misrepresent or fail to disclose that: (1) LifeMD's competitive position was materially overstated; (2) raising LifeMD's 2025 guidance was reckless because rising customer acquisit ...

This story was originally published on BioPharma Dive. To receive daily news and insights, subscribe to our free daily BioPharma Dive newsletter. Dive Brief: Corxel Pharmaceuticals, a New Jersey-based biotechnology company, announced Thursday it raised $287 million in a Series D1 funding round meant to push an obesity drug into further testing. Corxel gained development rights to its lead program, an oral GLP-1 medicine called CX11, from the Chinese drugmaker Vincentage in 2024. CX11 is in mid-stage t ...

2025年12月1日，澳大利亚治疗产品管理局（TGA）发布公告，正式更新替尔泊肽（tirzepatide）的药品说明书，在既有妊娠用药禁忌 基础上，新增了针对同时使用口服避孕药人群的具体用药与避孕建议。这一调整，进一步强化了 GLP-1 受体激动剂类药物在育龄女性 中的用药安全边界。 替尔泊肽是一种葡萄糖依赖性促胰岛素多肽（GIP）/胰高血糖素样肽-1（GLP-1）受体双靶点激动剂，目前已在多国获批用于治疗2型 糖尿病（T2DM）、长期体重管理，以及肥胖成人中的阻塞性睡眠呼吸暂停等代谢相关疾病。作为新一代 GLP-1 类药物代表，其在降 糖、减重及代谢改善方面的显著疗效，使其迅速成为全球处方量增长最快的创新药物之一。 从药物类别来看，替尔泊肽属于 GLP-1 受体激动剂（GLP-1 RA）。截至目前，澳大利亚市场已上市的同类药物还包括 Mounjaro（替 尔泊肽）、Ozempic、Wegovy、Saxenda 以及 Trulicity。需要明确的是，上述所有 GLP-1 RA 药物，均不推荐在妊娠期内使用，这一 立场在多个国家和地区的监管文件中保持高度一致。 整理 | GLP1减重宝典内容团队 版权声明：所 ...

AbbVie Inc. (NYSE:ABBV) is one of the 10 Goldman Sachs undervalued stocks to invest in. AbbVie (ABBV) Looks to Deepen Its Push Into Rapidly Growing Obesity-Treatment Market On January 14, 2026, Reuters reported that AbbVie Inc. (NYSE:ABBV) is looking to deepen its push into the rapidly growing obesity-treatment market, outlining its plans at the JPMorgan Healthcare Conference. The company’s plans center on GUBamy, an amylin-mimetic weight-loss drug licensed from Danish biotech Gubra. Emphasizing differen ...

AbbVie Inc. (NYSE:ABBV) is one of the 10 Goldman Sachs undervalued stocks to invest in. AbbVie (ABBV) Looks to Deepen Its Push Into Rapidly Growing Obesity-Treatment Market On January 14, 2026, Reuters reported that AbbVie Inc. (NYSE:ABBV) is looking to deepen its push into the rapidly growing obesity-treatment market, outlining its plans at the JPMorgan Healthcare Conference. The company’s plans center on GUBamy, an amylin-mimetic weight-loss drug licensed from Danish biotech Gubra. Emphasizing differen ...

Key Points Viking Therapeutics' stock was volatile in 2025 due to clinical trial results. VK2735's oral form faced safety concerns but remains promising. Viking could be an acquisition target given its cash and drug pipeline. 10 stocks we like better than Viking Therapeutics › Investors in biotechnology company Viking Therapeutics (NASDAQ: VKTX) had a rollercoaster ride in 2025, driven by clinical trial data, or rather, the perception of the clinical trial data. Let's take a brief look at what hap ...