Medical bottles and syringes are seen with the Nova Nordsesk logo, which are displayed on the screen in the background.
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Novo NordeskA new era of obesity treatment has been put in question when several trial results have been sent in connection with the shares of the trial results.
The results of a latest trial -2 -long trial, which were released earlier this month, showed that the next -generation of Novo’s next -generation cigarettema compared to 3.1 %, compared to type 2, type 2 diabetes type 2 diabetes diabetes is a coarse or overweight to 15.7 % of their weight. It was less than a high percentage of weight loss.
The late -phase trial published in December showed that the drug provided coarse or overweight patients with one or more comorbeds, but not type 2 diabetes, their weight is still 22.7 % after 68 weeks, which is less than 25 %.
Both results eliminated a significant price by the price of Novo’s shares as both GLP -1 drugs were eliminated as expected to find a high alternative to investors’ company’s existing Viguvi injection and rival Eli Lily’s Zebound.
Once dear stock is now close to 50 % of its 2024 height.
“The feelings about these boys are just as negative as before,” Emily Field, head of European pharmaceutical research in Barclays, told CNBC on Wednesday.
Novo Nordesk
The field said, “The stock’s reaction has felt inappropriate, but there is no buyer who is eliminating the sellers,” the field said, said that some US hedge funds are now shortened stock, either due to trial results or higher prices in the weight loss pharmaceutical industry.
Obesity treatment of the next generation
Keramsima is a combination of cigarette cigarette – a newborn for weight loss treatment called amylin analog – and active ingredient in semoglotide, Vigo.
It was hoped that this drug would offer better weight loss for diabetic patients, which usually pour hard time pounds on existing GLP-1 treatments, but 15.7 % of weight loss results are frustrated by the Redefine-2 trial.
“We saw the ability to showcase the weight loss in the Zeepbound in view of the Emileine component. However, the coarse diabetes patients look very similar to both the cotema delta Sima and the zipbound,” he said, adding that the results were not enough for the future.
There is a very, very short -term attention right now. People are not just thinking about the wider capacity,.
Emily field
Head of European Pharmaceutical Research in Barclays
In the meantime, the questions are left around the tolerance of cigarettema, in which less than two -thirds of patients have developed the highest dose after 68 weeks. Novo said last week that Kergisima was “well tolerated” and that the most common side effects were the gastrointestinal tract, but they were “mildly moderate and low over time.”
“Investors are looking for treatment options that are excellent in class and will preserve Novo’s location in the obesity drug market,” Sod Bank’s Pharma Equity analyst Soren Lotnutt told CNBC on Tuesday. “We are not sure that cigarette is the best in class.”
However, due to its release in the early 2026, the upcoming radiation -4 studies can provide more color on drug utilities during the expansion period and more flexible dose.
“This can lead to the lead,” said Lotnopt.
Increase weight loss treatment
The weight loss industry is beyond weight loss to wider applications and obesity drugs. In a separate note last week, Bofofa said that after the latest results of cigaressema, the treatment of obesity and diabetes has increased “slightly more cautious on the difference.”
The field noted, “There is a very short -term attention right now. People are not just thinking about the wider capacity.”
Nevertheless, Lotnopt pointed to the need for diverse treatment to solve both obesity and its health risks, such as cardiovascular disease, sleep deprivation and liver disease.
“This is about solving different needs in this market,” he said. “Companies that are able to solve these different needs, combined with better production capacity – take the largest part of this market,” he said.
Other firms are hoping to join the market, which is estimated to be more than $ 100 billion by 2030. Earlier this month, the Swiss pharmaceutical giant Roche signed a contract up to $ 5.3 billion for the development of the Danish Bibiotic Zeland Pharma’s Amaline Analog Drug Drug Drug Drug candidate.
Investors and patients will have to wait a while to launch such products, however, Zelland Pharma CEO and President Adam Steinsburg told CNBC that they expect Patilantide to come to the market around 2030. Meanwhile, Novo Nordesk has said it expects to file for regulatory approval for Cigressema in the first quarter of 2026.
Nevertheless, the company has some way to compensate for some hype before the drug. Asked if investors would recognize it as one of the several potential alternatives to existing heavy Whites, Soren was cautious: “No, but I think they will eventually do it.”
