$NVO

Novo Nordisk's Wegovy captures 65% of new oral GLP-1 prescriptions with 1.3M scripts written, while Eli Lilly's Foundayo treats 20K+ patients since April approval.

Hims & Hers reports Q1 earnings May 11 after settling patent dispute with Novo Nordisk, gaining rights to sell Wegovy and Ozempic while discontinuing compounded alternatives.

CMS launches Medicare GLP-1 Bridge program July 2026, offering Novo Nordisk's Wegovy at $50 monthly copay. Amazon Pharmacy expands oral Ozempic access.

Novo Nordisk's Q1 sales of $15.17B beat estimates, with Wegovy pill reaching 2M prescriptions. Company raised 2026 guidance to $42.39-$46.24B; shares surged 7.11%.

Novo Nordisk reported Q1 2026 adjusted operating profit of DKK 32.9B, raising 2026 guidance on Wegovy® pill's success with 2M total prescriptions since January launch.

Over 50 drugmakers advance 55+ hemophilia treatments as Novo Nordisk and competitors pursue gene therapies and next-gen factors.

Eli Lilly's weight loss drugs deliver explosive growth with Mounjaro up 125% and Zepbound up 80%. New oral drug Foundayo already serves 20,000 patients.

Eli Lilly beats Q1 earnings, raises $2B guidance, and wins FDA approval for Foundayo, the first unrestricted oral GLP-1, widening gap over Novo Nordisk.

CRISPR Therapeutics leverages FDA-approved gene editing to target a $223B autoimmune disease market, positioning itself as the post-GLP-1 growth opportunity in biotech.

Eli Lilly's retatrutide achieved 28.7% mean weight loss, matching bariatric surgery. However, competitive pressures from Novo Nordisk, Pfizer, and others are intensifying.

Morgan Stanley analyst targets $1,327 for Eli Lilly, citing $45B weight-loss drug sales potential by 2030, implying 52% upside from current $870 levels.

Novo Nordisk will present 52 abstracts on Wegovy and experimental CagriSema at European obesity congress, highlighting cardiovascular benefits and women's health data.

Novo Nordisk partners with OpenAI to accelerate drug discovery via AI. Long-term benefits possible, but near-term headwinds from competition and clinical setbacks persist.

Eli Lilly's oncology and immunology portfolios rival its blockbuster weight-loss drugs, positioning the company better than Novo Nordisk for long-term growth.

Novo Nordisk has repurchased 13.4 million B shares for DKK 3.44 billion under its DKK 15 billion buyback program launched in February 2026.

Fangzhou reports 30% revenue growth to RMB 3.53B and returns to profitability amid aggressive AI-powered chronic care expansion across 56.4M users.

Wall Street projects 170% upside for Viking Therapeutics' obesity drug candidate VK2735, citing superior weight loss and tolerability versus Novo Nordisk and Eli Lilly rivals.

Amazon launches GLP-1 weight management program through One Medical, leveraging its healthcare ecosystem and logistics capabilities to tap into a market projected to reach nearly $100 billion by 2030.

Eli Lilly's new weight-loss drug Foundayo recorded just 3,707 prescriptions in week two, trailing Novo Nordisk's Wegovy by over 400%, triggering a 4% stock decline.

Hims & Hers exploits GLP-1 and estrogen patch shortages, securing steady inventory to position itself as critical pharmaceutical supply anchor amid three-year supply constraints.