Why is Novo Nordisk predicting a sales decline in 2026?

Novo Nordisk is predicting a sales and profit decline in 2026 due to unprecedented pricing pressures, increased competition in the weight-loss drug market, and the expiration of key patent protections.

What is Eli Lilly's tirzepatide and how does it compare to Ozempic?

Eli Lilly's tirzepatide, used in Mounjaro and Zepbound, is a weight-loss drug that mimics two hunger hormones and is considered more effective than Novo Nordisk's semaglutide (Ozempic), which mimics one. Prescriptions for tirzepatide have surged significantly.

When will patents for Novo Nordisk's semaglutide expire?

The patent for semaglutide is expiring in several countries, allowing for generic versions, while patents remain in Europe and Japan until 2033 and in the U.S. until 2032.

Home / Business and Economy / Novo Nordisk Faces Sales Slump Amidst Competition

Novo Nordisk Faces Sales Slump Amidst Competition

5 Feb

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Summary

Novo Nordisk anticipates an 8-13% sales decline in 2026.
New policies and stronger competitors are impacting sales.
Eli Lilly's tirzepatide shows greater effectiveness and demand.

Novo Nordisk Faces Sales Slump Amidst Competition

Novo Nordisk, known for its blockbuster weight-loss drugs Ozempic and Wegovy, has issued a stark warning of declining sales and profits for 2026. The Danish company anticipates an unprecedented drop of eight to thirteen percent, ending a highly profitable period. This forecast is attributed to a combination of factors including President Donald Trump's initiative to reduce drug costs, intensified competition in the weight-loss drug market, and the erosion of key patent protections.

New government policies are expected to drastically lower the monthly cost of these medications, potentially from over $1,000 to just a few hundred dollars. This pricing pressure is compounded by the growing success of rival Eli Lilly's tirzepatide, marketed as Mounjaro and Zepbound. Data indicates that prescriptions for tirzepatide have surged significantly, while semaglutide prescriptions have seen a slight decrease, suggesting a shift in market preference towards the competitor drug, which is noted for its greater effectiveness.