1 hour ago
1
Prosper Junior Bakiny, The Motley Fool
Thu, August 13, 2026 astatine 12:20 PM CDT 4 min read
Novo Nordisk (NYSE: NVO) posted beardown first-quarter results and performed reasonably good successful the period that followed its first-quarter update. However, the company's astir caller fiscal update, for the 2nd quarter, erased overmuch of those gains. In some cases, the market's absorption was mostly driven by the show of the Wegovy pill, the archetypal oral GLP-1 approved for value loss, which Novo Nordisk launched successful the U.S. successful January. The Wegovy pill bushed expectations successful the archetypal 4th but came up abbreviated successful the second. What does this mean for the company's prospects?
Missed Nvidia successful 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" awesome flashed for a little-known chipmaker called Nvidia. For the archetypal clip successful years, that aforesaid "Total Conviction" awesome is flashing for a institution 1/100th the size of Nvidia. Continue »
The value of the Wegovy pill
Over the past fewer years, Novo Nordisk has mislaid important marketplace stock to its biggest rival, Eli Lilly (NYSE: LLY). However, the Denmark-based pharmaceutical person has dominated its main rival successful the oral weight-loss market, acknowledgment to the Wegovy pill. And that's adjacent though Eli Lilly's Foundayo has nary nutrient oregon h2o restrictions and tin beryllium taken astatine immoderate clip of the time -- whereas the Wegovy pill indispensable beryllium taken archetypal happening successful the greeting connected an bare stomach.
Wegovy's stronger marque sanction and physicians' greater familiarity with the compound semaglutide are apt playing a cardinal relation successful helping Novo Nordisk support its pb successful this niche. Further, the Wegovy pill is helping Novo Nordisk grow the market. The institution noted that much than 80% of patients connected the pill had ne'er taken GLP-1s before, possibly due to the fact that they dislike needles. That's wherefore the Wegovy pill has been an incredibly important merchandise for Novo Nordisk this year.
The entity is not falling
In Novo Nordisk's 2nd quarter, Wegovy pill income came successful astatine 3.22 cardinal Danish kroner ($500 million), abbreviated of expert projections of $3.3 cardinal ($510 million). Given everything Novo Nordisk has endured these past mates of years, and the information that oral Wegovy has been its redeeming grace lately, it's not astonishing that adjacent a flimsy miss successful income for this merchandise led to a post-earnings sell-off.
But for investors focused connected the agelong game, it's important not to beryllium distracted by short-term marketplace swings. The much important question is whether this changes Novo Nordisk's concern thesis. My presumption is that it doesn't. To beryllium clear, the institution is inactive facing headwinds. Sales and net maturation haven't been beardown for the drugmaker -- whereas Eli Lilly's GLP-1 portfolio is flying -- and Novo Nordisk whitethorn look adjacent much contention moving forward.
English (CA) · 
English (US) · 
Spanish (MX) ·