NOVO — Februar 2026
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Kontra
@KontraInvest
$NVO: The Oral revolution is realThe latest IQVIA data (week ending Feb 13, 2026) confirms what we've been waiting for: The Wegovy pill is indeed a massive market expander.
Total Wegovy TRx hit 319,621 (+11.9% week over week), driven largely by the pill's HUGE growth in its sixth week. -
Key Insights:
Pill power: Wegovy pill TRx reached 56,943, a +49% jump week-over-week. This accounted for nearly 18% of total Wegovy prescriptions.Market share shift: Wegovy’s share of weekly TRx rose to 36.6% (up from 33.2%), while Zepbound saw a -3.8% decrease to 552,809.
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Expansion, not cannibalization: Injectable volume is still growing alongside the pill. The oral form factor is bringing in sidelined patients who were needle-avoidant, not just switching existing users.
Starter dose dominance: Novo gained 16k in starter dose TRx while Lilly lost 4k. This is the lead indicator for future long-term volume.
These are very strong numbers and indicators!.
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Novo Nordisk Stock Investors Just Got Great News From Eli Lilly https://www.fool.com/investing/2026/02/20/novo-nordisk-stock-great-news-eli-lilly/
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The ‘Last 20 Pounds’ Pill The new Wegovy is for people who never thought they would use a GLP-1. https://www.thecut.com/article/new-wegovy-pill-users-postpartum-menopause.html?utm_source=twitter&utm_medium=s1&utm_campaign=nym
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Endnu engang interessant at se ind i, hvordan andre mennesker i en anden kulturkreds tænker og handler: Her 40 årige kvinder i USA, der ønkser at tabe sig, så de bliver "set" af andre (ikke specielt sexuelt) på arbejde, i fritiden mv. - Der er helt overordnet et andet pres på kvinder i USA i forhold til f.eks Europa, hvor der også er et "naturligheds" ideal og en generel mere woke indstilling... Artiklen emmer af lettelse og eufori: - Det bliver stort i USA.
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Den kræver ikke abonnement Pauly?
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Ok.
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More than a third of patients on Wegovy pill are new to GLP-1 drugs, study finds https://www.reuters.com/business/healthcare-pharmaceuticals/more-than-third-patients-wegovy-pill-are-new-glp-1-drugs-study-finds-2026-02-11/
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