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More than 1,800 lawsuits have been filed in the USA against the diabetes drug Ozempic

There are now over 1,800 lawsuits against the diabetes and weight loss drug Ozempic in the USA. A central class action lawsuit (MDL No. 3094) is being coordinated by Judge Karen Spencer Marston. Allegations: serious side effects such as gastroparesis (stomach paralysis), intestinal obstruction and inflammation, especially when used off-label for weight loss.

The first "bellwether" pilot trials are due to start at the beginning of 2026. Experts anticipate a potential total liability of over USD 2 billion for manufacturer Novo Nordisk. In addition to the financial risk, there is also a reputational and regulatory risk, which may lead to further volatility in the short term.

How do you see the situation?

Is the situation already priced in?

Sell? Hold? Buy more if the price falls?

Personally, I'm still wavering, but I'm currently leaning towards holding and watching...

No investment advice

12 Commentaires

Stephan K.@StrahlemannLP

In case of doubt, the Group could pay 2 billion dollars out of its petty cash.

I'll throw in a few real experiences, as my mother is currently undergoing treatment with tirzepatide, the dual GLP-1 atagonist from Eli Lilly. Short-term side effects = 0 to hardly worth mentioning.

From my point of view, the problem will be that the medication is not phased in as recommended by the manufacturers and then the dose is gradually increased, but that you go straight for the jugular because: It has to be quick.

In such a case, the side effects mentioned are quite realistic, and I also consider a successful defense to be very realistic.

The bottom line is that Novo was also doing great business before GLP-1, especially as it is not just once that we can read that they have more stuff in the pipeline. Diabetes as such will not cease to exist just because there is a GLP1 therapy. So: buy more and wait.

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Julia@Quasar

@StrahlemannLP There is nothing to add to this. Especially as studies are also underway to investigate other, previously unknown, positive effects of GLP-1.

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D.S.@Cato_Bamboo

Sell everything immediately!

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Audiemus@Audiemus

@Cato_Bamboo Yes, do that you expert.

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Pazzzi@Pazzzi

The company already has extremely high provisions for such cases on its balance sheet. The company has already taken everything into account. Out of millions of patients, 1,800 complain about severe side effects...

So it's not a surprise that will damage the company in the long term.

Provided there are no more serious cases that occur en masse.

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MHi_292@Valueformoney

In addition to expiring patents, lawsuits from dissatisfied users, which are practically always to be expected, are a daily occurrence in the pharmaceutical industry. The press release here and the extent of the "potential damage" is not unusual.

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Timo@Aktienorang-Utan

Abwarten.

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Wojtek@Wojtek

It's best to sell everything!

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Audiemus@Audiemus

The report is not new, but from June with a start in 2023 and since when has BILD been a factor for investors?

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Olli@Olli68

Just name me one pharmaceutical company that is not being sued.
I got back in today after selling my entire position last August.

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Allan@Allan-

My opinion is quite clear. French fries sold today at minus 39 percent. The hype is over, only negative headlines. if Trump still gets his way with his price policy or even makes good on the threat of tariffs, then amen. I see the 30 soon. Absolutely not recommended as a share. It's going to get really bloody. Don't let priests who spread faith and hope tell you fairy tales here

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Tobias@Crovax83

Wanting to hold the manufacturer liable for off-label use is wild in itself

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