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4w ago

Novo Nordisk Faces Investor Turmoil as Wegovy Sales and Market Share Decline

Intensified competition from Eli Lilly's Zepbound and compounded semaglutide products has led to flat prescriptions, underwhelming trial results, and a 25% share drop in March 2025.

Overview

  • Novo Nordisk shares have fallen 25% in March 2025, marking their worst monthly performance since 2002, as investor confidence weakens.
  • Eli Lilly's Zepbound has surpassed Wegovy in weekly U.S. prescriptions by 80,000 and demonstrated superior weight-loss results in clinical trials.
  • Compounded semaglutide products, which are cheaper but not FDA-approved, have further impacted Wegovy sales, prompting Novo to pursue legal action against compounders.
  • The FDA has declared the semaglutide shortage over, requiring compounders to cease production of copycat drugs by May 22, 2025, potentially benefiting Novo.
  • Analysts predict Novo Nordisk may miss Q1 2025 sales expectations due to sluggish Wegovy trends, which could lead to a downward revision of its 2025 guidance.