Novo Nordisk (NYSE:NVO)<\/a> after a rival company released clinical data showing its oral GLP-1 drug delivered weight loss broadly comparable to Novo’s own obesity pill, adding to a growing list of competitive threats facing the Danish pharmaceutical giant.<\/p>\nStructure Therapeutics published updated phase II results from its ACCESS obesity programme showing that aleniglipron, an oral small-molecule GLP-1 drug, achieved 16.3% placebo-adjusted weight loss at 44 weeks on the 180mg dose and up to 16.2% on the 120mg dose at 56 weeks.<\/p>\n
Novo’s Wegovy Pill, by comparison, achieved 13.9% placebo-adjusted weight loss at 64 weeks.<\/p>\n
Citi flagged two features of the Structure data that could prove significant.<\/p>\n
First, there was no sign of a plateau across doses, suggesting patients may continue losing weight beyond the trial period if treatment is extended.<\/p>\n
Second, treatment discontinuations due to side effects were below 4% across the datasets, compared with 6.9% for the Wegovy Pill, while nausea and vomiting rates were broadly similar.<\/p>\n
The bank was careful to note the limitations of the comparison. Phase II data is inherently preliminary and the results will need to be replicated in a Phase III trial, which Structure expects to begin in the second half of 2026.<\/p>\n
Citi maintained its ‘high risk’ designation alongside the ‘neutral’ rating, reflecting its view that long-term competitive pressure on Novo’s obesity franchise remains a genuine concern for the investment case.<\/p>\n","protected":false},"excerpt":{"rendered":"Rival GLP-1 pill matches Wegovy weight loss data, adding to competitive pressure on Novo Nordisk Proactive uses images…\n","protected":false},"author":2,"featured_media":41969,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":"","_share_on_mastodon":"0"},"categories":[271],"tags":[15796,23704,272,23703,280],"class_list":["post-42904","post","type-post","status-publish","format-standard","has-post-thumbnail","category-novo-nordisk","tag-competitive-pressure","tag-competitive-threats","tag-novo-nordisk","tag-structure-data","tag-weight-loss"],"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@dk\/116251232175338760","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/42904","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/comments?post=42904"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/posts\/42904\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media\/41969"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/media?parent=42904"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/categories?post=42904"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/dk\/wp-json\/wp\/v2\/tags?post=42904"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
![\"Rival](\"https:\/\/www.europesays.com\/dk\/wp-content\/uploads\/2026\/03\/94221dee0ae760c4e8224755b56ba4cc.jpeg\")
Rival GLP-1 pill matches Wegovy weight loss data, adding to competitive pressure on Novo Nordisk Proactive uses images sourced from Shutterstock <\/p>\n