Posts Tagged ‘Novo Nordisk’

The twisted relationship of Hims and Novo Nordisk took another sharp turn this week. Novo withdrew its patent infringement lawsuit against Hims & Hers – barely a month after filing the suit. The company is now crowing about selling its Ozempic and Wegovy products through “leading telehealth providers” like Hims. But they “reserve the right […]

This has been a long time coming and the path to get here has been tortured. Nature Medicine published new results of a rigorous phase two study with bimagrumab and semaglutide for obesity. The results are striking because the combination of these two drugs produces improvements in body composition we have never seen before in […]

Novo Nordisk yesterday announced a roughly 50% cut in list prices for their popular GLP-1 agonists, Ozempic and Wegovy. Those cuts will be effective ten months from now, in January 2027. This is largely a signal to the marketplace and an acknowledgment of the fading fiction of inflated GLP-1 list prices. It has been a […]

Novo Nordisk unveiled the results of a commercially risky study of CagriSema for obesity yesterday and it was another tough break for Novo Nordisk. The study aimed to prove that – at worst – this next generation combination obesity drug is as good as tirzepatide. There was a slim hope was that it might prove […]

It would be hard to find a sharper contrast than the one displayed yesterday in the report of fourth quarter 2025 business results for Eli Lilly and Novo Nordisk. Lilly is enjoying the best of times. Novo is suffering the worst. “Eli Lilly’s GLP-1 growth is only getting started,” says CNBC, “as Novo Nordisk braces […]

A big change is afoot and the hype is cranking up. With the launch of Wegovy tablets by Novo Nordisk yesterday, we are seeing some very big expectations expressed for a new era in obesity care. The stock market has boosted the value of Novo stock by 15 percent since FDA approved these tablets. Yesterday […]

It seems like some good news is overdue for Novo Nordisk. So the topline report of a phase two study with amycretin that looks like a plausible win is especially welcome. The results at hand come from a 36-week placebo controlled study with a wide range of oral and injection doses in persons with type […]

Novo Nordisk made a bold gamble on oral semaglutide for delaying the progression of Alzheimer’s disease. Yesterday, as can happen with bold gambles, it did not pay off. A daily 14 mg oral dose of semaglutide was no better than placebo for preventing disease progression as measured by the Clinical Dementia Rating – Sum of […]

This is a perilous and exciting time for investing in obesity innovation as the market for treating this disease advances dramatically. On the side of excitement, we note that the David Wainer in the Wall Street Journal predicts that “obesity drugs are about to go mass market.” Perilous for Novo On the side of peril, […]

This has been quite a week and the ideas we take home from ObesityWeek 2025 come from both inside and outside of the event in Atlanta. It is a reflection of the fact that the work of cloistered insiders in obesity is and will continue to have large effects in the larger world outside of […]