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Happy Tuesday!
Hello, Curse and Coffee friends,
Today, we explore losing weight with pills.
Hit reply and let us know what you think (we read all of your kind words).
Coffee at the ready…
The Big Sip
The take: Novo Nordisk just won FDA approval for the first oral weight-loss drug. A survival play.
What happened: The FDA on Monday approved Wegovy in pill form, making it the first oral GLP-1 drug cleared for obesity treatment in the United States. Novo will launch in early January at $149 per month for the starting dose.
Why it matters: A year ago, Novo Nordisk was Europe's most valuable company. Since then, its stock has cratered over 50%, it's cut 9,000 jobs, replaced its CEO, and watched Eli Lilly eat its market share. The pill is a defense.
What to watch: Eli Lilly's oral obesity drug, orforglipron, has a priority review voucher and could be approved within months. Novo's pill must be taken on an empty stomach with no food for 30 minutes. Lilly's can be taken any time, with breakfast. Convenience may matter more than first-mover advantage.
Novo invented this market. Lilly took it. Now Novo's betting a pill can win it back. The first-mover advantage has a six-month shelf life.
Sponsor Break
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