Dec 30, 2025 • Healthcare Finance News
BULLISH
FDA approves Wegovy pill
The FDA has approved Novo Nordisk's once-daily Wegovy pill, making it the first oral GLP-1 medicine for obesity in the U.S. This approval gives Novo Nordisk a lead over Eli Lilly in the oral weight loss drug market. The pill showed an average body weight loss of 16.6% in trials and is expected to be widely available in January, though insurance coverage and prior authorization remain significant challenges for patients.
Dec 30, 2025 • CNBC
NEUTRAL
Novo Nordisk's 'long game' on weight loss drugs sparks hope in science, but the Street is impatient
Novo Nordisk is facing investor impatience due to a challenging year for its stock, despite scientists expressing continued hope for the potential of its GLP-1 drugs beyond just weight management, particularly in their impact on the brain. While the drugs show promise for various new indications and health benefits, the market's short-term focus and upcoming patent expiries are creating pressure and skepticism among investors. This discrepancy highlights a conflict between the long-term scientific development of pharmaceuticals and the rapid demands of public markets.
Dec 30, 2025 • Yahoo! Finance Canada
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Novo and Lilly cut prices of weight-loss drugs in China
Novo Nordisk and Eli Lilly are reducing the prices of their weight-loss medications, Wegovy and Mounjaro, in China. Novo confirmed price adjustments for Wegovy, with reports indicating cuts of up to 48% for the highest dosages in some provinces. Eli Lilly's Mounjaro is also set to see price decreases starting January 1st, positioning both companies to compete in China's rapidly expanding market for obesity drugs.
Dec 28, 2025 • Insider Monkey
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Big Winners: 10 Stocks Refusing to Take a Holiday
Novo Nordisk A/S's stock surged by 8.96 percent after the FDA approved the pill version of its weight loss treatment, Wegovy. This oral GLP-1 receptor agonist is the first of its kind approved for weight management and is expected to be launched in the US next month, with European approval also sought. The pill demonstrated comparable weight loss effectiveness to its injectable counterpart in clinical trials.
Dec 28, 2025 • Barron's
SOMEWHAT-BULLISH
5 Healthcare Themes for Investors to Watch in 2026
This article outlines five key healthcare themes that investors should monitor in 2026, following a period where healthcare stocks aligned with broader market performance after two years of underperformance. The growing weight-loss market, particularly with the launches of GLP-1 pills from Eli Lilly and Novo Nordisk, is highlighted as a significant transformative factor.
Dec 26, 2025 • San Antonio Express-News
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A daily Wegovy pill has been approved for use in the U.S. When can you get it?
The U.S. Food and Drug Administration (FDA) has approved a daily pill version of Wegovy, a popular GLP-1 drug. Manufacturer Novo Nordisk expects the pill form to be available in the U.S. in early January, with a monthly supply costing as low as $250 with self-pay or $25 with insurer-backed pricing. Clinical trials showed patients lost an average of 33 pounds or 14% of their body weight.