Overview

• Novo Nordisk reduced its 2025 sales growth forecast to 13%-21%, down from 16%-24%, due to slower-than-expected branded GLP-1 market penetration in the U.S.
• First-quarter sales of Wegovy reached 17.36 billion Danish kroner, missing analyst expectations and reflecting a plateau in U.S. prescriptions since February 2025.
• The FDA has set a May 22 deadline for U.S. compounding pharmacies to cease producing copies of Wegovy and Ozempic after declaring the drug shortage over in February.
• Novo Nordisk has submitted an application to the FDA for the first oral GLP-1 weight-loss pill, with approval anticipated later this year.
• Rival Eli Lilly is advancing its own GLP-1 pill, orforglipron, which recently passed safety and efficacy trials, intensifying competition in the obesity treatment market.