- Nordea attended Novo Nordisk's Meet the Management in London and highlighted several interesting points.
- Novo Nordisk is clearly sharpening its commercial focus on building Wegovy as a brand, rather than just being perceived as a GLP-1 manufacturer.
- According to Nordea, Wegovy is increasingly becoming the leading recognized brand in obesity treatment in the US, supported by Google Trends data.
- The development matches the prescription data: Novo Nordisk continues to show solid demand for Wegovy, while Eli Lilly's Foundayo launch remains muted, according to Nordea.
- The potential volume effect from the Medicare Part D Bridge Program in the second half of 2026 appears to be only a minor component of Novo Nordisk's own expectations, according to Nordea.