{"id":552497,"date":"2025-11-06T08:10:13","date_gmt":"2025-11-06T08:10:13","guid":{"rendered":"https:\/\/www.europesays.com\/uk\/552497\/"},"modified":"2025-11-06T08:10:13","modified_gmt":"2025-11-06T08:10:13","slug":"glp-1-goliath-updates-demand-for-top-weight-loss-drug","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/uk\/552497\/","title":{"rendered":"GLP-1 goliath updates demand for top weight loss drug"},"content":{"rendered":"\n<p class=\"yf-1090901\">Novo Nordisk reported Q3 2025 <a href=\"https:\/\/www.novonordisk.com\/investors\/financial-results.html\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:earnings;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">earnings<\/a> on November 5, showing continued strong demand for its weight-loss drug Wegovy, despite rising costs and pricing pressure forcing the company to narrow its full-year guidance.<\/p>\n<p class=\"yf-1090901\">The drugmaker reported a 15% increase in U.S. sales at Constant Exchange Rates (CER) in the first nine months of 2025, with operating profit increasing 10% to Danish Kroner (DKK) 95.9 billion ($14.7 billion).<\/p>\n<p class=\"yf-1090901\">If one-time restructuring charges of approximately DKK 9 billion were excluded, the operating profit would have increased by 21%.<\/p>\n<p class=\"yf-1090901\">Free cash flow decreased to DKK 63.9 billion from DKK 71.8 billion in 2024, and the company announced DKK 53 billion in shareholder returns, primarily through dividend payments.<\/p>\n<p class=\"yf-1090901\">Obesity care growth, led by Wegovy, surged 41% to DKK 59.9 billion, while GLP-1 diabetes treatments grew 10%, with sales of rare disease treatments increasing 13%.<\/p>\n<p class=\"yf-1090901\">Despite the strong results, the company&#8217;s stock was down 3.9%, marking a 45% year-to-date decline.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"&lt;em&gt;Novo Nordisk's stock reported a 45% year-to-date decline.&lt;\/em&gt;Getty\" loading=\"eager\" height=\"720\" width=\"960\" class=\"yf-1gfnohs loader\"\/> Novo Nordisk&#8217;s stock reported a 45% year-to-date decline.Getty         <\/p>\n<p class=\"yf-1090901\">Novo Nordisk stated that the obesity segment accounts for the bulk of its growth, with a global GLP-1 market share of 59%.<\/p>\n<p class=\"yf-1090901\">Yet, the company trimmed its full-year guidance, suggesting lower growth expectations for GLP-1 amid rising competition and pricing pressure in the U.S. market.<\/p>\n<p class=\"yf-1090901\">Now, the company has announced <strong>FDA\u2019s approval of Wegovy for the treatment of MASH (Metabolic Dysfunction-Associated Steatohepatitis)<\/strong>, a form of fatty-liver disease that can lead to liver failure.<\/p>\n<p class=\"yf-1090901\">The approval opens a new potential market for Wegovy, strengthening Novo Nordisk\u2019s long-term growth prospects.<\/p>\n<p class=\"yf-1090901\"><strong>More Health Care:<\/strong><\/p>\n<p class=\"yf-1090901\">In addition, Novo Nordisk agreed to<strong> acquire biotech Akero Therapeutics <\/strong>and its<strong> Phase 3 drug, an FGF21 analogue,<\/strong> for the treatment of MASH.<\/p>\n<p class=\"yf-1090901\">Bringing Wegovy and Akero together could give Nordisk a commanding position in the emerging market for metabolic liver diseases.<\/p>\n<ul class=\"yf-1woyvo2\">\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Expanding its market in rare diseases, Novo is also buying <strong>Omeros\u2019 MASP-3 inhibitor zaltenibart<\/strong>, a clinical-stage drug targeting rare blood disorders.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">Novo has submitted <strong>Mim8<\/strong> for approval in the EU and the U.S. It&#8217;s a bispecific antibody used to prevent bleeding in people with <strong>hemophilia A<\/strong>, a rare genetic blood disorder.<\/p>\n<\/li>\n<li class=\"yf-1woyvo2\">\n<p class=\"yf-1090901\">The drugmaker has also initiated phase 3 development of <strong>Cagrilintide<\/strong>, potentially the first <strong>amylin monotherapy for weight management<\/strong>.<\/p>\n<\/li>\n<\/ul>\n<p class=\"yf-1090901\"><strong><a href=\"https:\/\/finance.yahoo.com\/news\/fda-restricts-children-health-products-000000704.html\" data-ylk=\"slk:Related: FDA restricts children\u2019s health products over safety concerns;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" target=\"_blank\" rel=\"noopener\">Related: FDA restricts children\u2019s health products over safety concerns<\/a><\/strong><\/p>\n<p class=\"yf-1090901\">The company is also in talks about a potential buyout of <strong>U.S. biotech company Metsera<\/strong>, which focuses on treating obesity and liver disease, signaling an increase in market share.<\/p>\n<p class=\"yf-1090901\">Currently in a bidding war with <strong>Pfizer<\/strong> over its acquisition, Novo Nordisk has reportedly increased its bid to <strong>$10 billion<\/strong>, surpassing Pfizer&#8217;s $8 billion offer.<\/p>\n<p class=\"yf-1090901\">Novo Nordisk\u2019s closest competitor, Eli Lilly, continues to challenge its dominance in the weight-loss drug market. Eli Lilly, which announced its Q3 2025 results on October 30, reported strong results, driven by its obesity and diabetes drug Zepbound and Mounjaro.<\/p>\n<p class=\"yf-1090901\">Eli Lilly\u2019s stock, up 4.7% on Nov. 5, recorded a fresh high, extending its year-to-date rally by 22.8%. This intensifying rally has increased pricing pressure across the market, prompting Novo Nordisk to accelerate the launch of new drugs and acquisitions.<\/p>\n<p class=\"yf-1090901\">Discussions at the White House are also underway with Novo Nordisk and Eli Lilly to sell low-dose versions of weight loss drugs, under the proposed TrumpRx plan, which could make these eligible for Medicare and Medicaid coverage, according to a <a href=\"https:\/\/www.wsj.com\/health\/pharma\/trump-negotiating-deal-with-ozempic-maker-to-sell-some-weight-loss-drugs-for-149-1eb49286?gaa_at=eafs&amp;gaa_n=AWEtsqfVfzV9alDIMUXf_3kauT17OqHnp8fb6R9gZhGlaOU2XLM9o7QbtbJzhuvZHWI%3D&amp;gaa_ts=690b82d4&amp;gaa_sig=FhE2i5GLOF2l8A-hSuTnCKLwQvK9LnHKbA8AhbG9VU2OwJZuZ2HJBBpxzoRGWqbQ_vdr6flh8KZyU9L7xA3dFA%3D%3D\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:report;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">report<\/a> from The Wall Street Journal.<\/p>\n<p class=\"yf-1090901\"><strong><a href=\"https:\/\/finance.yahoo.com\/news\/goldman-sachs-drops-stark-reminder-202605278.html\" data-ylk=\"slk:Related: Goldman Sachs CEO sends stark reminder on stocks;elm:context_link;itc:0;sec:content-canvas;outcm:mb_qualified_link;_E:mb_qualified_link;ct:story;\" class=\"link  yahoo-link\" target=\"_blank\" rel=\"noopener\">Related: Goldman Sachs CEO sends stark reminder on stocks<\/a><\/strong><\/p>\n<p class=\"yf-1090901\">This story was originally reported by <a href=\"https:\/\/www.thestreet.com\/investing\/stocks\/glp-1-goliath-updates-demand-for-top-weight-loss-drug\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:TheStreet;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">TheStreet<\/a> on Nov 5, 2025, where it first appeared in the <a href=\"https:\/\/www.thestreet.com\/investing\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Investing;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Investing<\/a> section. Add TheStreet as a <a href=\"https:\/\/google.com\/preferences\/source?q=thestreet.com\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Preferred Source by clicking here.;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Preferred Source by clicking here.<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Novo Nordisk reported Q3 2025 earnings on November 5, showing continued strong demand for its weight-loss drug Wegovy,&hellip;\n","protected":false},"author":2,"featured_media":552498,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4316],"tags":[176869,176867,105,4348,4459,5834,6448,176868,16,15,5836],"class_list":{"0":"post-552497","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-healthcare","8":"tag-constant-exchange-rates","9":"tag-danish-kroner","10":"tag-health","11":"tag-healthcare","12":"tag-liver-disease","13":"tag-novo-nordisk","14":"tag-rare-disease","15":"tag-strong-results","16":"tag-uk","17":"tag-united-kingdom","18":"tag-weight-loss-drug"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@uk\/115501743271143898","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/552497","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/comments?post=552497"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/posts\/552497\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media\/552498"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/media?parent=552497"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/categories?post=552497"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/uk\/wp-json\/wp\/v2\/tags?post=552497"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}