Novo Nordisk A/S. NYSE: NVO It has announced that its GLP-1 drugs for chronic obesity, under OzemPIC and Wegov brands, are no longer short. This has caused the US Food and Drug Administration (FDA) from Semaglutide, which is the active component of both, outside the drug deficiency list on February 21, 2025.
This announcement sent shock waves through shares HIMS & Her Health Inc. NYSE: HIMSWhich leads to 25 % immediate sales on news from $ 59.60 to $ 49.28 and continued to drown 33 % to $ 32.90 in the following days. Novo Nordisk decreased by 10 % in the open market on March 10.
The monopoly of the GLP-1 industry, including the maker Elie Lily and Partners New York: LiTirzepatide mounjaro and zebound medicine maker, sealing her dominance in the medical sector. However, Novo Nordsek took one step forward to crush its competitors and another nail hammer in the coffin of the two collections when the prices were reduced by more than 50 %.
Dealing with the death blow to vehicles
When Semaglutide and Tirzepatide supplies were short, medications were placed on the drug deficiency menu in the Food and Drug Administration. This special position under 503B allowed laboratories and facilities guaranteed to manufacture composite versions of common weight loss drugs without having to have a strict approval process in the Food and Drug Administration. These treatments are not like limestone medications, which are virtual repetitions of original drugs but composite versions, which may only contain the active ingredient but not the exact formula itself.
Many believe that this vulnerability may be dangerous with no FDA organizational approval.
However, it was very profitable for integrated laboratories and sellers for complex versions like it, which witnessed that the membership grows by 45 % on an annual basis to 2.2 million and increased 69 % Ui’s revenues to $ 1.5 billion in 2024. A month, depending on the payment plan.
Novocare Pharmacy for $ 499 Wegovy
Take a page from Eli Lilly and Lillydirect Online, launched Novo Nordisk Novocare PharmacyOnline pharmacy directly for the consumer (DTC), where patients can get Wegovy for $ 499 per month, and they pay money without using insurance. This applies to patients with prescriptions without insurance or with commercial insurance without coverage.
This option opens the door for patients who want to try Wegovy but they have no coverage. It also enables patients who use complex versions to switch to the original version after the two compounds stopped. NOVO Nordisk total sales of Wegovy amounted to $ 8.2 billion. Wegovy was launched in June 2021.
While Lilly opened a pharmacy online first, they did not go further than providing cash discounts like Novo Nordisk. This can also start a race to the bottom between the few. However, Zepbound has been proven more effective for weight loss than Wegovy because it targets hormones, GLP-1 and GIP. The total sales of Zepbound amounted to $ 4.93 billion in 2024 nights. Zepbound was later launched in November 2023. Tirzepatide was transferred from the drug deficiency list in December 2024.
By the way, the Novo Nordisk shares sank 17 % before the declaration of drug supply in the Food and Drug Administration (FDA) over disappointing results from CAGRISEMA experimental drugs, which only showed weight loss 22.7 % after 68 weeks, and lost a 25 % goal.
The next generation of GLP-1 drugs targets up to 30 % of weight loss
While Novo Nordisk first achieved Paydirt with OzemPIC’s naming for weight loss, Lilly has exceeded it when they released Zepbound for obesity versus Wegovy. With separate clinical trials, Zepbound produced weight loss for 72 weeks from 19 to 20 %, while wegovy showed from 14 to 15 %. The double experimental drug from Novo Nordsk, Cagrisma, showed 22.7 % weight loss, which was still under its 25 % goal.
CAGRISEMA is located in the late experience, but there is a warning
The clay worsened, on March 10, 2025, informed Novo Nordisk in stage 3 of its complications, which was redefined 2 Cagrisema at a late last loss of 13.7 % of weight loss compared to 3.1 % fake in type 2 diabetics of type 2 over a period of 68 weeks, which was less than 15 % or the highest expectations. Wegovy had a current obesity drug, and weight loss by 15 % in a 68 -week brand.
However, Novo indicated that 61.9 % of patients were using the highest dose. If all patients are on the highest dose, weight loss will be 15.7 %. This study was used a Flexible protocolLike a redefinition 1, which allows patients to adjust their doses during the experiment. Patients in the study of redefining 2 were also diabetes and were 5 kg heavier than patients in the first study.
However, decline with experience in the late phase of acidity of drugs that meet the goal of losing weight by 25 %, as evidenced by sales and collapse.
It seems that the next generation of the next generation of the GLP-1 looks very promising
Lilly also works on Retratrutide GLP-1 of the next generation, which is from a triple-target targeting GLP-1, GIP and Glucagon. The study of the second stage for 48 weeks at the top of the dose showed that the average weight loss was 24.2 % of the body weight, which was completed in 2023. The study of stage 3 can lead to an increase in weight to 25 to 30 %. Although there is no accurate history, there are speculations that may seek to obtain the approval of FDA in 2025.
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