Novo Nordisk raises 2026 outlook as oral Wegovy meets Lilly's Foundayo
The company now expects adjusted sales and operating profit to fall 4-12% at constant rates in 2026, better than its earlier 5-13% decline forecast.
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By Maren Holt · Senior Reporter, GLP-1
May 14 03:00 ETSource: TradingView
The wire
- 01Novo Nordisk beat first-quarter earnings and revenue expectations on higher GLP-1 sales and narrowed its 2026 decline guidance to 4-12% at constant exchange rates from 5-13%.
- 02Compounded semaglutide supply that eroded 2025 branded demand has been curbed through litigation, tighter FDA oversight and telehealth partnerships, changing the channel picture for pharmacies and operators.
- 03Oral Wegovy launched in January 2026 ahead of Lilly's Foundayo, but Foundayo has no food or water restrictions; Novo faces US pricing pressure, MFN terms and semaglutide exclusivity losses.
From the source
Read at tradingview.comCan Novo Nordisk Sustain Its GLP-1 Edge Amid Lilly's Growing Pressure?
Novo Nordisk NVO is a dominant player in the GLP-1 space, marketing its semaglutide drugs under brand names Ozempic (pre-filled pen) and Rybelsus (oral tablet) for type II diabetes (T2D), and Wegovy (injection and oral tablet) for chronic weight management.
