NOVO — Februar 2026
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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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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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GLP-1 wars: Wegovy maker challenges knock-off weight loss drug companies https://eu.usatoday.com/story/money/2026/02/22/wegovy-challenges-hims-weight-loss-drug-copycats/88662632007/
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