NVOWegovy is still showing off
Novo Nordisk dropped new data at the European Congress on Obesity, and Wegovy once again did what Wegovy does: make the scale look bad. In women with obesity, the drug delivered an average 22.6% weight loss in the premenopausal group, and more than 4 in 10 patients hit 25% or more weight loss.
That’s not just a nice marketing slide. It’s the kind of data that helps keep the obesity franchise feeling less like a fad and more like a long-running blockbuster with sequels. For Novo, every extra nugget of evidence matters because investors are still trying to figure out how far this weight-loss boom can run.
Why investors should care
The company also said the weight loss was consistent across all menopausal stages, and waist circumference dropped meaningfully too. Translation: this isn’t just about the bathroom scale; it’s another signal that Wegovy may be improving broader metabolic health, which is exactly the sort of thing doctors — and the market — like to hear.
The bigger picture
Novo keeps trying to widen Wegovy’s moat, and this is part of that playbook. When a drug can keep generating fresh clinical talking points, it gives the company more ammo in a crowded obesity market that’s starting to feel a little like a heavyweight title fight.
Big picture: the more Wegovy looks durable across different patient groups, the harder it is for competitors to argue they’ve got the whole script.