Novo Nordisk A/S (NOVOb.CO): Here Wegovy again! (week 11)...Wegovy Pill TRx tracker. TRx impacted by Juneteenth.

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Novo Nordisk A/S (NOVOb.CO): Here Wegovy again! (week 11)...Wegovy Pill TRx tracker. TRx impacted by Juneteenth.

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26 Jun 2026 07:22:58 ET │ 12 pages

Novo Nordisk A/S (NOVOb.CO)

Here Wegovy again! (week 11) …Wegovy Pill TRx tracker. TRx impacted by

Juneteenth.

CITI’S TAKE Neutral / High Risk

We examine Wegovy Pill and franchise growth through launch of Lilly’s Price (25 Jun 26 17:00) Dkr315.65

oral GLP-1 Foundayo (launched April 9th). Wegovy Pill US TRx reached Target price Dkr290.00

c.152k in its 24th week of launch (w/e 19th Jun), -6% WoW (+2% 4wk

Expected share price rolling ave) and roughly 2x Zepbound at the same point of launch, based -8.1%

return on IQVIA data (although this doesn’t fully capture direct-to-patient cash-

pay channel) but in a holiday-shortened week (Juneteenth, 19th Jun). The Expected dividend yield 3.9%

lowest (1.5mg) dose declined -9% WoW (now -1% 4wk rolling average but Expected total return -4.3%

including 2 holiday weeks). On Foundayo, IQVIA captured 20,594 TRx in Market Cap Dkr1,409,418M

w/e 19th Jun (its 10th full-week data), which compares to 89,279 Wegovy US$214,603M

pill captured in its 10th full week of launch, but again capture rates likely

to be variable and it remains early in launch.

Graham ParryACWegovy pill TRx 151,963, -6% WoW – This represents a slowdown from +1% in the

prior week, though likely impacted by it being a holiday week, and roughly 2x market- +44-20-7508-3661

leading Zepbound at the same point of launch. We note Zepbound acceleration didn’t graham.parry@citi.com

occur immediately post launch, partially skewing the comparison. The 4-week rolling Amy Y Mao

average WoW is now growing +2%, a slowdown from the +4% growth from the

previous week. Leolie Telford-Cooke Ph.D.

Jelena Milovic

Mahesh Mohankumar