Wegovy trial result gives boost to Novo Nordisk amid U.S. market woes

The new experience data proposes Novo NordskThe loss of the drug weight revolves around competing treatments to reduce the risk of heart condition, in pleasant news of the giant of Danish drugs as it is the battles of a set of challenges in the main American market.

The company said on Sunday that the continuous use of the study of weight management, which was sold to consumers such as Wegovy, led to a 57 % decrease in the risk of heart attack, stroke, or death in people with obesity, cardiovascular disease or who were overweight, compared to Tirzepatide users.

Tirzepatide is the active ingredient in Zepbound and Mounjaro, medicines made by an American company Eli Lily -The main NOVO Nordisk rival in the battle for the production of leading weight management treatments.

The company noted that the results came from a real study instead of a random control experience, which is the “golden standard” to assess the effectiveness of treatment. The number of patients who record such events was too low, as it reached 0.1 % for those who use Wegovy and 0.4 % for those on Tirzepatide.

However, the company said that the study added to “increasing evidence indicating that the protected interest of the heart seen with Wegovy is for the semuwaelotide molecule, and therefore cannot be extended to other GLP-1 treatments or GIP/GLP-1.”

GLP -1S, or peptide -1 bachelors -like receptors, refers to the scope of medications used to treat type 2 diabetes and obesity by simulating hormones produced in the intestine to suppress a person’s appetite and regulate blood sugar. This includes well -known OzemPIC from Novo Nordisk, designed as a type 2 diabetes treatment.

The tremendous growth of drug use in recent years has attracted investors in the continuous research of each of the leading drugs Possible new competitors.

Experience data on the effect of various medications on weight loss and a set of other conditions – from Heart diseaseand Liver and Alzheimer’s disease to Sleeping breathing and alcoholism It was often a catalyst for stock prices. Traders recently evaluated the efforts made by Eli Lily and Novo Nordisk Oral pill development for obesityRemove the need for injections.

Novo Nordsk shares were 3 % higher on Monday.

Morningstar’s chief strategy in Mooringstar said that a significant decrease in the risk of heart attacks provided by Wegov can be a possible “games” for the potential for Novo Nordisk, but the reaction of the two indicated that the market was “encouraged, but it is not eliminated.”

“It is important to remember that this is just experimental data and that competitors have a long history of overcoming each other again, and again. However, the health care sector is one of the cheapest in Europe, as investors are not particularly accredited by large traditional drug giants. This advertisement shows that you should never reduce the ability of these companies to innovate.”

China Perry, a health care analyst at Coierter Cheviot, said that the latest cardiovascular data could be a “positive development” of Noveau Nordsk, but it was not possible “to extract any strong conclusions about a comparison Wagofi versus the Terzopatid in the battle between Novo Nordisk and Elelli.”

“After a difficult period, it helps Novo Nordisk in terms of promotion. Thus, stocks rise today after the difficult period, and investors will closely monitor to see if these events can act as an incentive to improve,” Perry said by email.

This address has lost since then, after the share price decreased by 10.6 % in 2024 and 40 % in 2025 so far. Denmark last week More than half Annual economic growth expectations, partly indicating its decrease in the American market in Novo and low pharmaceutical exports.

Novo Nordisk was washed away in the uncertainty in the sector about the White House tariff and US President Donald Trump Click to get companies to lower medicines and move manufacturing in the United States. Global competition continues to lose weight, as companies also face the challenge Copycat compounding treatments.

Novo reported last month that a huge annual growth in its sales The second quarter profitsHowever, she put the weakest growth expectations in sales in the second half, and she said it will focus on the direct sales of the consumer to combat the challenge of counterfeit.

Denmark last week More than half Annual economic growth forecast, partially indicating the low growth forecast for Novo Nordisk. The country’s Ministry of Economy said, while companies like Novo Nordisk now have more clearly over customs tariff prices yet. The commercial deal of the European UnionThere remained “a large degree of inability to predict associated with the US administration’s policy.”

Analysts Tell CNBC last month European pharmaceutical stocks failed to gather in the news of the commercial deal because investors have been cautious about the White House’s continued Section 232 Investigation In the impact of many imports on US national security, including medications.

Note last week, UBS analysts said that, yet Move in May by CVS a pharmacy chain in the United States to expand access to WegovyThey were “began to see growth likely to be a plateau” of the drug. They added that this was in line with the previous expectations, “given the continuous presence of vehicles and relatively strong performance of Zepbound.”

– Karen Gilkerist of CNBC contributed to this story.