Novo-Nordisk production in Kalundborg, Denmark (Photo: Novo Nordisk)
Bagsværd-first pioneer, then outdated-does Novo Nordisk become the Tesla of the pharmaceutical industry? With the obesity remedy Wegovy, the Danes had triggered a hype about weight loss injections. Others followed up, the stock lost value. Now the race for the weight loss pill is running. Today the group publishes the figures for the 1st quarter of 2025.
Most recently, the share price dropped in March, after weak study data for the Wegovy successor Cagrisema. In 2025 the paper lost over 26 percent and listed on the Copenhagen Stock Exchange just under 460 Danish crowns (Monday, 5 p.m.). The record high was over 1,000 DKK in 2024.
Annual turnover and forecast 2025 – Eli Lilly in the pole
Reported Novo Nordisk for 2024 A sales increase of 25 percent to $ 40.5 billion, in the 4th quarter the proceeds increased by 30 percent. However, sales growth should brake after 2025, after 18 to 26 percent for 2024, the expectation is now 16 to 24 percent.
The strongest Novo competitor in the weight loss preparations is the US group Eli Lilly, on the means of which Zepbound in America in the 4th quarter More recipes As on Wegovy from Novo Nordisk. In the 1st quarter of 2025 reported Eli Lilly Sits -based sales growth in Zepbound and Mounjaro (diabetes).
Disadvantages on the US market-defect status canceled
The Americans have an advantage over their domestic production compared to the Danes, while Novo prices in the United States could increase through the Trump tariffs. After all: 3 US factories have recently been with the Novo-Nordisk with the Catalent takeover secured.
Until recently, there was a lack of semaglutid drugs against obesity and diabetes on the US market, which is why pharmacies were allowed to make replacement products. Now these means were from the Deferred list. This could give Novo Nordisk and Eli Lilly more sales.
Run to oral preparation – new capacities in Brazil
Novo Nordisk and Eli Lilly head are headed in the race for a decrease medication in a pill form. After the Pharmariese Pfitzer withdrew on this topic, many Eli Lilly expected better chances, but Novo Nordisk now has his Application to the US authority submitted.
Production capacities expanded Novo Nordisk soon in Brazil – one of the most populous countries and among the 5 largest markets in the Danish company. Brazil plays a strategic role in corporate goals, says Novo boss Lars Fruergaard Jorgensen.
Profit and sales: forecasts of the analysts
The forecasts per share in the 1st quarter rate the novo result less than in the previous quarter: around 6.13 Danish crowns is the estimate of 13 analysts loudly finanzen.net. In the 4th quarter of 2024, the result was around 6.35 DKK per share, in the previous year’s quarter at around DKK 5.70.
The observers also expect a minus when it comes to sales. At around 77.98 billion DKK, the average estimate of the analysts for the 1st quarter, compared to around 85.68 billion in the 4th quarter of 2025 and around 65.35 billion DKK in the previous year. The financial year ends on December 31.
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