Novo Nordisk A/S Q2 Earnings Call Highlights

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Sat, August 8, 2026 astatine 5:03 PM CDT 6 min read

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Novo Nordisk A/S (NYSE:NVO) reported second-quarter adjusted income maturation of 7% astatine changeless speech rates, supported by GLP-1 measurement maturation crossed its obesity and diabetes franchises, portion little realized prices and manufacturing-related costs weighed connected margins.

Chief Executive Officer Mike Doustdar said the institution is serving much than 46 cardinal radical with obesity and diabetes and is treating astir 5 cardinal radical with its obesity therapies, astir 70% much than a twelvemonth earlier. Novo Nordisk besides raised its full-year outlook pursuing what Chief Financial Officer Karsten Munk Knudsen described arsenic a better-than-expected commencement to 2026.

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The institution highlighted continued momentum for its oral Wegovy treatment, which launched successful the U.S. six months ago. Jamey Millar, enforcement vice president of U.S. Operations, said Wegovy pill had exceeded 5 cardinal full prescriptions and reached play prescriptions of 267,000 arsenic of July 17.

Millar said the merchandise has captured astir 90% of the U.S. oral obesity-medication marketplace contempt contention entering successful aboriginal April. Roughly 80% of patients utilizing Wegovy pill are caller to GLP-1 treatment, according to the company, suggesting the therapy is expanding the marketplace alternatively than solely switching patients from existing products.

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Most U.S. Wegovy pill prescriptions stay self-pay, arsenic entree to reimbursed obesity GLP-1 treatments remains limited. Novo Nordisk is besides pursuing broader entree done its Medicare Part D Bridge programme for eligible patients property 65 and older. Millar said aboriginal information has been encouraging, though the institution is inactive assessing whether the archetypal uptake volition beryllium durable.

The broader branded obesity-medication marketplace grew volumes by astir 70% from the 2nd 4th of 2025, Novo Nordisk said. The Wegovy franchise held an astir 60% stock of caller branded obesity prescriptions successful July.

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Outside the U.S., International Operations GLP-1 income roseate 13%, with obesity franchise income expanding 37%. Emil Kongshøj Larsen, enforcement vice president of International Operations, said Novo Nordisk held astir 58% of GLP-1 measurement marketplace stock extracurricular the U.S., though its stock has declined successful caller quarters.

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