Could a new weight-loss pill be just what Novo Nordisk (NVO) needs to revive its stock?
Novo Nordisk A/S secured FDA approval for the oral Wegovy pill, marking a pivotal catalyst for a 2026 turnaround. The Wegovy pill delivers 16.6% weight loss in 64 weeks, outpacing Eli Lilly's Orforglipron and offering long-term cardiovascular benefits. NVO will enjoy at least 90 days of U.S. market exclusivity, with robust early demand expected due to oral preference and competitive pricing at $149/month.
The U.S. Food and Drug Administration's approval of an oral version of Novo Nordisk's weight-loss drug Wegovy could potentially expand access to millions of patients and give the Danish company a much-needed fillip in the red-hot market.
Novo Nordisk (NYSE:NVO) shares rose nearly 8% after the US Food and Drug Administration approved its Wegovy pill, the first oral GLP-1 treatment for weight management. Currently, GLP-1 treatments for weight-loss and diabetes are given by injection, with Denmark-based Novo first to market with its Wegovy and Ozempic drugs, before being overtaken by Eli Lilly, whose injectable Mounjaro and Zepbound control around 58% of total prescriptions versus Novo's 42%.
Novo Nordisk (NYSE: NVO) shares surged in pre-market and after-hours trading after the company secured U.S. regulatory approval for the world's first GLP-1 weight-loss pill, a milestone that materially reshapes the obesity drug market.
Relief rally underway in Novo Nordisk after a difficult year for the stock which saw it lose ground to arch-competitor Eli Lilly.
The approval gives Novo Nordisk a chance to regain ground lost to rival Eli Lilly.
Novo Nordisk's Frankfurt-listed shares opened nearly 10% higher in early trading on Tuesday after the U.S. Food and Drug Administration approved its weight-loss pill.
Novo Nordisk's newly approved weight-loss pill version of Wegovy will be a test case for the fast-growing cash-paying consumer market, with plans for the first highly effective oral treatment to go straight to U.S. self-pay channels in early January.
Among all the weight loss drugs, Ozempic has become a phenomenon. With as much as $17 billion in sales in 2024 and over $14 billion in the first nine months of 2025, it shows no signs of slowing down, much to the delight of its Danish manufacturer, Novo Nordisk A/S (NYSE: NVO).
Novo Nordisk offers compelling value, trading at a 32% discount to fair value with a 3.6% yield and robust dividend growth. NVO's semaglutide-based drugs drive 74% of sales, but pipeline innovation, capacity expansion, and restructuring support future growth. EPS is projected to dip 2% in 2026 before rebounding 6.8% in 2027, with high single-digit growth anticipated beyond.
Novo Nordisk (NVO) closed at $47.81 in the latest trading session, marking a -2.35% move from the prior day.