Novo Nordisk (NVO) has officially launched the Wegovy Pill in the US, sparking a major price war in the weight-loss market.
Key Takeaways:
- Affordable Pricing: The oral pill starts at $149/month ($5/day), a massive drop from the ~$1,000 cost of injectable versions.
- High Efficacy: Trials show roughly 17% weight loss, making it nearly as effective as the "skinny jabs" but in a more convenient daily pill.
- Wide Availability: Now at 70,000+ pharmacies and via telehealth (including TrumpRx).
- The Rivalry: This move targets Eli Lilly’s market share and offers a needle-free option for patients.
Novo Nordisk (NVO) has seen a significant boost in its stock over the last few trading days (in 5 days 11%), primarily driven by the official U.S. launch of the Wegovy Pill. While NVO climbed, Eli Lilly (LLY) fell 3.6% and Viking Therapeutics (VKTX) dropped over 8%.
Disclaimer: Bought NVO shares at the end of 2025.
Novo Nordisk launches Wegovy weight-loss pill in US, triggering price war with Eli Lilly
byu/charon-the-boatman instocks
Posted by charon-the-boatman
3 Comments
If pricing holds, this is a big deal. Pill + $149/mo nukes the biggest barrier to GLP-1s. Margins might take a hit short term but volume could explode. LLY finally has real pressure instead of vibes. Holding NVO makes sense here
I don’t think it’s necessarily a price war as much as it is expanding the market.
What you are not considering is that with more wight loss comes also more side effects.
Are the patients going to be compliant with the oral pill? Or drop it after 1 month of treatment because of side effects?