Novo Nordisk: The end of the “horror year” & the starting signal for 2026!
First mover with FDA-approved Wegovy pill – before Eli Lilly's Orforglipron even starts: Comeback setup is in place!
Pills beat injections in scaling! Production is cheaper, logistics simpler – margin potential returns!
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The FDA approval of the Wegovy pill (Launch: January 2026!) is for me the absolute game changer. Anyone who only focuses on the short-term +10% price jump overlooks the big picture. Why this approval marks a fundamental turnaround: Logistics Turbo: Pills are significantly easier to scale than complex injections First-Mover Advantage: Novo is capturing the market while Eli Lilly's Orforglipron is still waiting for the final FDA decision (expected by March 2026). This one-quarter lead is invaluable for solidifying patient retention and...
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