{"id":327767,"date":"2025-10-24T00:20:18","date_gmt":"2025-10-24T00:20:18","guid":{"rendered":"https:\/\/www.europesays.com\/us\/327767\/"},"modified":"2025-10-24T00:20:18","modified_gmt":"2025-10-24T00:20:18","slug":"how-will-ozempic-and-wegovy-sales-aid-nvos-upcoming-q3-results","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/us\/327767\/","title":{"rendered":"How Will Ozempic and Wegovy Sales Aid NVO’s Upcoming Q3 Results?"},"content":{"rendered":"\n

Novo Nordisk<\/strong>\u00a0NVO is a dominant player in the cardiometabolic space, mainly due to the encouraging uptake of its blockbuster semaglutide-based (GLP-1) drugs \u2014 Ozempic (for type II diabetes [T2D]) and Wegovy (for obesity). Together, the drugs generated DKK 101.41 billion in the first half of 2025, representing about 65% of NVO\u2019s total sales. Investors will be most keen to know the sales numbers of these two drugs when Novo Nordisk reports third-quarter results on Nov. 5, before the opening bell.<\/p>\n

Since their initial launch, Novo Nordisk has secured several label expansions for both Ozempic and Wegovy to expand patient access and drive up demand. Wegovy is now approved for reducing major cardiovascular events, easing HFpEF symptoms, and relieving osteoarthritis-related knee pain in obesity. The FDA is also reviewing Novo Nordisk\u2019s application for a 25 mg oral semaglutide (Wegovy pill) for obesity and cardiovascular disease, with a decision expected by year-end. Ozempic is also the only GLP-1 therapy approved to reduce kidney disease progression and cardiovascular death in patients with T2D and chronic kidney disease. NVO is also pursuing a label expansion of Ozempic in treating peripheral artery disease in the United States and the EU.<\/p>\n

However, given Novo Nordisk\u2019s July guidance cut and the ongoing headwinds in its GLP-1 franchise, sales of Ozempic and Wegovy are expected to have remained under pressure in the third quarter of 2025. The company continues to face slower-than-expected U.S. momentum for both drugs, as unregulated compounded semaglutide products persist in the market despite regulatory crackdowns. Although sales of Ozempic and Wegovy are likely to have posted year-over-year growth, the pace of the growth has probably slowed. This is mainly due to Wegovy\u2019s uptake remaining below expectations amid limited market expansion and rising competition, while Ozempic\u2019s momentum moderated due to intensified rivalry in the U.S. diabetes market.<\/p>\n

Beyond Wegovy and Ozempic, Novo Nordisk\u2019s oral semaglutide therapy Rybelsus for T2D, together with its insulin franchise and Rare Disease portfolio, is likely to have provided additional support to overall revenues during the period.<\/p>\n

Eli Lilly\u00a0<\/strong>LLY is Novo Nordisk\u2019s fierce competitor in the diabetes\/obesity space, which markets its tirzepatide-based drugs, Mounjaro (T2D) and Zepbound (obesity). Despite being on the market for less than three years, Mounjaro and Zepbound have become LLY\u2019s key top-line drivers. In the first half of 2025, the drugs generated combined sales of $14.7 billion, accounting for 52% of Eli Lilly\u2019s total revenues. LLY\u2019s Mounjaro and Zepbound follow a dual mechanism of action as a GIP and GLP-1 RA.<\/p>\n

Story Continues <\/p>\n

Lilly is expected to deliver another strong quarter when it reports financial results on Oct. 30, driven by robust demand for its blockbuster GLP-1 drugs, improved supply, deeper U.S. market penetration and expanding international launches. Beyond its cardiometabolic portfolio, Lilly\u2019s oncology and immunology drugs \u2014 including Verzenio, Taltz, and newer launches like Omvoh, Ebglyss and Jaypirca \u2014 are also expected to have supported steady top-line expansion in the third quarter.<\/p>\n

Several other companies, like\u00a0Viking Therapeutics<\/strong>\u00a0VKTX, are also making rapid progress in the development of GLP-1-based candidates in their clinical pipeline. Viking Therapeutics\u2019 dual GIPR\/GLP-1 RA, VK2735, is being developed both as oral and subcutaneous formulations for the treatment of obesity. In August 2025, VKTX announced mixed top-line\u00a0results from a mid-stage study evaluating the safety and efficacy\u00a0of the oral formulation of VK2735, which caused the stock to drop significantly. Phase III obesity studies with the subcutaneous formulation of VK2735 are currently underway.<\/p>\n

Year to date, Novo Nordisk shares have lost 37.9% against the industry\u2019s 5.3% growth. The company has also underperformed the sector and the S&P 500 during the same time frame, as seen in the chart below.<\/p>\n

\"Zacks Zacks Investment Research <\/p>\n

Image Source: Zacks Investment Research<\/p>\n

Novo Nordisk is trading at a discount to the industry, as seen in the chart below. Going by the price\/earnings ratio, the company\u2019s shares currently trade at 13.96 forward earnings, which is lower than 15.54 for the industry. The stock is trading much below its five-year mean of 29.25.<\/p>\n

\"Zacks Zacks Investment Research <\/p>\n

Image Source: Zacks Investment Research<\/p>\n

Earnings estimates for 2025 have deteriorated from $3.83 to $3.66 per share over the past 60 days. During the same time frame, Novo Nordisk\u2019s 2026 earnings per share estimates have declined from $3.94 to $3.91.<\/p>\n

\"Zacks Zacks Investment Research <\/p>\n

Image Source: Zacks Investment Research<\/p>\n

Novo Nordisk currently carries a Zacks Rank #4 (Sell).<\/p>\n

You can see\u00a0the complete list of today\u2019s Zacks #1 Rank (Strong Buy) stocks here<\/strong>.<\/p>\n

Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report<\/a><\/p>\n

Novo Nordisk A\/S (NVO) : Free Stock Analysis Report<\/a><\/p>\n

Eli Lilly and Company (LLY) : Free Stock Analysis Report<\/a><\/p>\n

Viking Therapeutics, Inc. (VKTX) : Free Stock Analysis Report<\/a><\/p>\n

This article originally published on Zacks Investment Research (zacks.com).<\/a><\/p>\n

Zacks Investment Research<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Novo Nordisk\u00a0NVO is a dominant player in the cardiometabolic space, mainly due to the encouraging uptake of its…\n","protected":false},"author":3,"featured_media":327768,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[34],"tags":[90847,210,1060,9412,163057,10943,427,163058,67,132,68,13197],"class_list":{"0":"post-327767","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-medication","8":"tag-cardiovascular-events","9":"tag-health","10":"tag-medication","11":"tag-novo-nordisk","12":"tag-nvo-stock","13":"tag-obesity","14":"tag-ozempic","15":"tag-type-ii-diabetes","16":"tag-united-states","17":"tag-unitedstates","18":"tag-us","19":"tag-zacks-investment-research"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@us\/115426284422082568","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/327767","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/comments?post=327767"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/posts\/327767\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media\/327768"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/media?parent=327767"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/categories?post=327767"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/us\/wp-json\/wp\/v2\/tags?post=327767"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}