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    Novo Nordisk (CPSE:NOVO B) Is Up 5.8% After FDA Approval Of Oral Wegovy Pill

    Simply Wall St·01/06/2026 09:34:13
    語音播報
    • In late December 2025, Novo Nordisk secured FDA approval for and has now launched in the U.S. the Wegovy pill, the first once-daily oral GLP-1 therapy for chronic weight management and cardiovascular risk reduction, supported by Phase 3 data showing substantially greater weight loss than placebo when combined with diet and exercise.
    • The pill’s broad rollout through major pharmacies, telehealth partners such as Ro, LifeMD, Weight Watchers, and platforms like GoodRx and NovoCare meaningfully expands patient access and offers an alternative for people reluctant to use injectable GLP-1 treatments.
    • We’ll now examine how the first FDA-approved oral Wegovy pill, with broad pharmacy and telehealth distribution, could reshape Novo Nordisk’s investment narrative.

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    Novo Nordisk Investment Narrative Recap

    To own Novo Nordisk today, you need to believe GLP-1 treatments remain central to obesity and cardiometabolic care, and that the company can defend pricing while expanding access. The Wegovy pill launch strengthens the near term catalyst of broadening U.S. obesity treatment, but its lower cash price and widened channels also underline the biggest current risk: ongoing price erosion and mix pressure in Wegovy and Ozempic.

    Among the latest updates, the U.S. launch of the once daily Wegovy pill at a self pay price of US$149 per month is the most relevant. It directly links the core obesity catalyst of wider GLP-1 adoption with the risk that aggressive cash offers, telehealth partnerships and coupons compress net pricing even as volumes rise, shaping how much of the demand opportunity ultimately reaches the bottom line.

    Yet behind the appeal of an easy daily pill, investors should be aware of growing pressure from cheaper cash channels and...

    Read the full narrative on Novo Nordisk (it's free!)

    Novo Nordisk’s narrative projects DKK396.7 billion revenue and DKK142.5 billion earnings by 2028. This requires 8.3% yearly revenue growth and about DKK31.4 billion earnings increase from DKK111.1 billion today.

    Uncover how Novo Nordisk's forecasts yield a DKK393.04 fair value, a 13% upside to its current price.

    Exploring Other Perspectives

    CPSE:NOVO B 1-Year Stock Price Chart
    CPSE:NOVO B 1-Year Stock Price Chart

    126 Simply Wall St Community fair value estimates for Novo Nordisk span roughly DKK340 to DKK1,049, underlining how far apart individual views of upside are. Before the Wegovy pill launch, many of these investors were already focused on GLP-1 price erosion risk and what it could mean for how much demand growth actually supports long term earnings, so comparing several of these perspectives can help you weigh that trade off for yourself.

    Explore 126 other fair value estimates on Novo Nordisk - why the stock might be worth just DKK340.00!

    Build Your Own Novo Nordisk Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    No Opportunity In Novo Nordisk?

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.