Bloomberg Intelligence Novo Nordisk Gets US Approval for Wegovy Obesity Pill
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Dec 23, 2025 
George Ferguson, a senior analyst for aerospace and defense, shares insights on the airline industry's recovery, predicting growth in passenger capacity and premium seating as labor costs rise and fuel prices stabilize. Nathan Dean, a senior policy analyst, forecasts 2025's policy landscape, highlighting the impact on clean energy and crypto legislation. The discussion includes a dive into Novo Nordisk's recent approval for the Wegovy obesity pill, its competitive positioning against Eli Lilly, and potential market expansion effects.
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Oral Wegovy Rivals Injections
- Novo Nordisk's Wegovy pill matches injection efficacy at about 17% weight loss for many patients.
- Lars Fruergaard Jørgensen says the pill combines convenience with a decade of safety data and cardiovascular protection.
Roll Out Across All Channels
- Novo Nordisk will launch the pill across multiple channels including its pharmacy and partners on day one.
- Expect widespread availability via retail, partners, and traditional prescription channels at launch.
Pill Could Expand Market Access
- Oral GLP-1 approval may expand the market by converting injection-averse patients and improving adherence.
- John Tassi notes demand growth depends on conversion rates and persistence on therapy.