最新ニュース Novo Nordisk (NYSE:NVO) 株価情報

Novo Nordisk

With roughly one third of the global branded diabetes treatment market, Novo Nordisk is the leading provider of diabetes-care products in the world. Based in Denmark, the company manufactures and markets a variety of human and modern insulins, injectable diabetes treatments such as GLP-1 therapy, oral antidiabetic agents, and obesity treatments. Novo also has a biopharmaceutical segment (constituting roughly 10% of revenue) that specializes in protein therapies for hemophilia and other disorders.

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米国株は反発し、結果はまちまちにダウ平均は0.8％近く下落し、39,112.16ドルでした。一方、S&amp;P 500は0.4％以上上昇し、5,469.30ドルでレギュラーセッションを終えました。ナスダック指数はほぼ1.3％上昇し、17,717.65ドルで取引を終了しました。これらは、小売トレーダーや投資家の関心を集めたトップ銘柄です。

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「ノーボ・ノルディスク (NYSE:NVO) は、同社の減量薬の需要増加に対応するため、米国での製造拠点の拡大に41億ドルを投資する予定だ。出来事：ノルウェーの製薬会社は、同社が発表したリリースの中で、北カロライナ州のローリー近くに新しい140万平方フィートの製造工場を建設する予定で、これにより同社製造拠点の規模が倍増するという。 この追加生産能力は、2027年から2029年の間に運用される予定だ。

ノーボ・ノルディスク　米製造拠点に41億円を投資

Novo Nordisk AS

Precidian ETFs Trust Novo Nordisk A/S B Shares ADRhedged

Novo Resources Corp Warrants (27/08/2023)

NOVO INTEGRATED SCIENCES by Novo Integrated Sciences, Inc.

Novo Integrated Sciences Inc

Tidal Trust II Defiance Daily Target 2X Long NVO ETF

Whales with a lot of money to spend have taken a noticeably bullish stance on Novo Nordisk.
Looking at options history for Novo Nordisk (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) we detected 21 trades.
If we consider the specifics of each trade, it is accurate to state that 71% of the investors opened trades with bullish expectations and 28% with bearish.
From the overall spotted trades, 5 are puts, for a total amount of $201,386 and 16, calls, for a total amount of $1,105,756.
<h3>Expected Price Movements</h3>
Taking into account the Volume and Open Interest on these contracts, it appears that whales have been targeting a price range from $52.5 to $120.0 for Novo Nordisk over the last 3 months. 
<h3>Volume &amp; Open Interest Development</h3>
In today's trading context, the average open interest for options of Novo Nordisk stands at 1078.84, with a total volume reaching 5,467.00. The accompanying chart delineates the progression of both call and put option volume and open interest for high-value trades in Novo Nordisk, situated within the strike price corridor from $52.5 to $120.0, throughout the last 30 days.
<h3>Novo Nordisk Call and Put Volume: 30-Day Overview</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1737139533_0.png" alt="Options Call Chart" />
<h3>Noteworthy Options Activity:</h3>

<table>
<thead>
<tr>
<th>Symbol</th>
<th>PUT/CALL</th>
<th>Trade Type</th>
<th>Sentiment</th>
<th>Exp. Date</th>
<th>Ask</th>
<th>Bid</th>
<th>Price</th>
<th>Strike Price</th>
<th>Total Trade Price</th>
<th>Open Interest</th>
<th>Volume</th>
</tr>
</thead>
<tbody>
<tr>
<td>NVO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$2.65</td>
<td>$2.55</td>
<td>$2.65</td>
<td>$90.00</td>
<td>$291.5K</td>
<td>1.8K</td>
<td>1.1K</td>
</tr>
<tr>
<td>NVO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>01/16/26</td>
<td>$17.85</td>
<td>$17.8</td>
<td>$17.85</td>
<td>$70.00</td>
<td>$183.8K</td>
<td>224</td>
<td>106</td>
</tr>
<tr>
<td>NVO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$3.95</td>
<td>$3.85</td>
<td>$3.91</td>
<td>$85.00</td>
<td>$97.7K</td>
<td>1.0K</td>
<td>172</td>
</tr>
<tr>
<td>NVO</td>
<td>CALL</td>
<td>SWEEP</td>
<td>BULLISH</td>
<td>02/21/25</td>
<td>$3.9</td>
<td>$3.85</td>
<td>$3.85</td>
<td>$80.00</td>
<td>$80.4K</td>
<td>661</td>
<td>1.0K</td>
</tr>
<tr>
<td>NVO</td>
<td>CALL</td>
<td>TRADE</td>
<td>BULLISH</td>
<td>04/17/25</td>
<td>$12.2</td>
<td>$12.05</td>
<td>$12.15</td>
<td>$70.00</td>
<td>$60.7K</td>
<td>47</td>
<td>56</td>
</tr>
</tbody>
</table>

<h3>About Novo Nordisk</h3>
With roughly one third of the global branded diabetes treatment market, Novo Nordisk is the leading provider of diabetes-care products in the world. Based in Denmark, the company manufactures and markets a variety of human and modern insulins, injectable diabetes treatments such as GLP-1 therapy, oral antidiabetic agents, and obesity treatments. Novo also has a biopharmaceutical segment (constituting roughly 10% of revenue) that specializes in protein therapies for hemophilia and other disorders.
<h3>Novo Nordisk's Current Market Status</h3>
<ul>
<li>With a trading volume of 13,377,152, the price of NVO is down by -5.35%, reaching $78.63.</li>
<li>Current RSI values indicate that the stock is may be approaching oversold.</li>
<li>Next earnings report is scheduled for 19 days from now.</li>
</ul>
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Novo Nordisk Unusual Options Activity

On Friday, the U.S. Department of Health and Human Services (HHS) unveiled the selection of 15 additional drugs covered under Medicare Part D for price negotiations, building on efforts to reduce <a target="_blank" href="https://www.benzinga.com/general/biotech/24/08/40534249/novo-nordisks-ozempic-might-be-among-2027-medicare-price-negotiation-targets" rel="noreferrer noopener">prescription drug costs</a>.
These negotiations, mandated by the Inflation Reduction Act, will take place in 2025, with the new prices slated to take effect in 2027.
The selected drugs, used to treat conditions like cancer, diabetes, and asthma, represented approximately $41 billion in Medicare Part D costs between November 2023 and October 2024, accounting for 14% of the program's total expenses.
Under the finalized <a target="_blank" href="https://www.cms.gov/newsroom/press-releases/hhs-announces-15-additional-drugs-selected-medicare-drug-price-negotiations-continued-effort-lower" rel="noreferrer noopener">guidance</a> for the second negotiation cycle, drug manufacturers have until February 28, 2025, to decide on their participation.
The selected drug list for the second cycle of negotiations is:&nbsp;
<ul>
<li>Novo Nordisk's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) diabetes and weight loss drugs, Ozempic, Rybelsus, and Wegovy.</li>
<li>Pfizer Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>) Ibrance for breast cancer and Xtandi for prostate cancer.</li>
<li>GSK Plc's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GSK#NYSE">GSK</a>) Asthma and Chronic obstructive pulmonary disease treatment Trelegy Ellipta and Breo Ellipta.</li>
<li>Teva Pharmaceutical Industries Ltd.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEVA#NYSE">TEVA</a>) Huntington's disease and Tardive dyskinesia drug Austedo, Austedo XR.</li>
<li>Abbvie Inc.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>) irritable bowel syndrome treatment Linzess and depression drug Vraylar.</li>
<li>Bristol-Myers Squibb Co's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>) Pomalyst for a type of blood cancer.</li>
<li>Boehringer Ingelheim's lung disease drug Ofev and diabetes med Tradjenta.</li>
<li>AstraZeneca Plc&#8217;s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AZN#NASDAQ">AZN</a>) cancer drug Calquence</li>
<li>Salix Pharmaceuticals' irritable bowel syndrome drug Xifaxan</li>
<li>Merck &amp; Co Inc's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>) diabetes drug Janumet; Janumet XR.</li>
<li>Amgen Inc's (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>) psoriasis drug Otezla</li>
</ul>
CMS will evaluate factors such as the drug's clinical benefit, its role in addressing unmet medical needs, and its impact on specific populations, alongside considerations for research, production, and distribution costs.
The first negotiation cycle in 2023 resulted in agreements for price reductions on 10 drugs, with discounts ranging from 38% to 79% off list prices.
The new prices, effective January 2026, are expected to save $6 billion in prescription drug costs annually and reduce out-of-pocket expenses for Medicare beneficiaries by an <a target="_blank" href="https://www.benzinga.com/general/biotech/24/10/41166018/medicare-drug-price-negotiation-program-gets-final-guidance-for-second-cycle-1-5b-savings-expecte" rel="noreferrer noopener">estimated $1.5 billion</a>.
Looking ahead, CMS plans to expand the program, selecting up to 15 additional drugs for the third cycle and 20 more in subsequent cycles. The Inflation Reduction Act also introduces an out-of-pocket cap of $2,000 for Medicare Part D enrollees starting in 2025. Approximately 11 million beneficiaries are expected to benefit from the cap, saving a projected $7.2 billion annually.
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Popular Ozempic, Wegovy Selected For Next Round Of Medicare Drug Price Negotiations

WIIM

Novo Nordisk shares are trading lower after Ozempic and Wegovy were included in a list of 15 medications for Medicare drug price negotiations.

On Friday,&nbsp;Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) released headline results from the STEP UP Phase 3b trial in the global STEP program.
Semaglutide 2.4 mg is <a target="_blank" href="https://www.globenewswire.com/news-release/2025/01/17/3011376/0/en/Novo-Nordisk-A-S-Semaglutide-7-2-mg-s-c-achieved-20-7-weight-loss-in-the-STEP-UP-obesity-trial-and-18-7-regardless-of-treatment-adherence.html" rel="noreferrer noopener">marketed under the brand</a> name Wegovy. STEP UP is a 72-week efficacy and safety trial investigating subcutaneous semaglutide 7.2 mg compared to semaglutide 2.4 mg and placebo, all administered once weekly.
Also Read: <a target="_blank" href="https://www.benzinga.com/24/12/42613036/novo-nordisks-hybrid-weight-loss-drug-falls-short-on-expectations-stock-plunges" rel="noreferrer noopener">Novo Nordisk&#8217;s Hybrid Weight Loss Drug Falls Short On Expectations, Stock Plunges</a>
The trial included 1,407 randomized adults with obesity. All treatment arms were in conjunction with lifestyle intervention.
The trial achieved its primary endpoint by demonstrating a statistically significant and superior weight loss at week 72 with semaglutide 7.2 mg versus placebo.
When evaluating the effects of treatment if all people adhered to treatment&nbsp;from a mean baseline body weight of 113 kg, people treated with semaglutide 7.2 mg achieved a superior weight loss of 20.7% after 72 weeks compared to a reduction of 17.5% with semaglutide 2.4 mg and 2.4% with placebo.
In addition, 33.2% of those who received semaglutide 7.2 mg achieved a weight loss of 25% or more after 72 weeks, compared to 16.7% with semaglutide 2.4 mg and 0.0% with placebo.
When applying the treatment policy estimand, people treated with semaglutide 7.2 mg achieved a superior weight loss of 18.7% compared to a reduction of 15.6% with semaglutide 2.4 mg and 3.9% with placebo.
In the trial, semaglutide 7.2 mg appeared to have a safe and well-tolerated profile.
The results from the second semaglutide 7.2 mg phase 3 trial, STEP UP T2D, in adults with type 2 diabetes and obesity are expected within the next few months.
Detailed results from the STEP UP trial are expected to be presented at a scientific conference in 2025.
Price Action: NVO stock is down 4.37% at $79.44 during the premarket session at the last check on Friday.
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Novo Nordisk's Higher Dose Of Wegovy Shows Roughly 21% Weight Loss

<a href="https://www.cnbc.com/2025/01/17/medicare-drug-price-negotiations-list-includes-ozempic.html" title="https://www.cnbc.com/2025/01/17/medicare-drug-price-negotiations-list-includes-ozempic.html">https://www.cnbc.com/2025/01/17/medicare-drug-price-negotiations-list-includes-ozempic.html</a>

'Ozempic Is In The Next Round Of Medicare Drug Price Negotiations. See The Full List Of 15 Medications' - CNBC

Novo Nordisk Reveals Headline Results From STEP UP, A Phase 3b Trial In Global STEP Program; Company Says STEP UP Is A 72-week Efficacy And Safety Trial Investigating Subcutaneous Semaglutide 7.2MG Compared To Semaglutide 2.4MG And Placebo, All Administered Once Weekly

Hims & Hers Health, Inc. Class A Common Stock

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U.S. FDA Chief Califf Says Current Regulations Not Enough To Protect Americans From Risks Of Compounded GLP-1 Drugs

Editor&#8217;s note: This story has been updated to correct the spelling of Eli Lilly in the headline. 
A cooler-than-expected December producer inflation report failed to ignite lasting gains on Wall Street Tuesday, reflecting lingering concerns about persistently high inflation <a href="https://www.benzinga.com/topic/inflation">among investors</a>.
Early session advances across major indices faded into modest losses by midday trading in New York, as market participants exercised caution ahead of Wednesday's pivotal Consumer Price Index report and key fourth-quarter earnings from top Wall Street banks.
The Producer Price Index rose 3.3% year-over-year in December, accelerating from November's 3% increase but missing the 3.4% forecast. On a monthly basis, producer prices climbed 0.2%, slowing from November's 0.4% rise and falling short of the 0.3% <a href="https://www.benzinga.com/economics/macro-economic-events/25/01/42974739/wall-street-rebounds-as-producer-inflation-misses-estimates-tesla-gains-chinese-stocks-rally">consensus estimate</a>.
Core PPI, which excludes volatile food and energy prices, increased 3.5% annually, matching November's pace but undershooting expectations of 3.8%. On a month-to-month basis, core inflation stagnated, showing zero growth compared to November's 0.2% increase, and coming in below forecasts for a 0.3% gain.
Bond yields continued to climb, underscoring persistent inflationary pressure. The 30-year Treasury yield advanced to 5%, its highest level since October 2023 and marking territory not seen since August 2007.
After a three-day rally, crude oil prices cooled. West Texas Intermediate fell 1% to $78 per barrel, as investors locked in recent gains.
Utilities and financials emerged as the session's strongest performers, while healthcare stocks were the largest drag on the market. Eli Lilly &amp; Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) plummeted 7.5% after the company issued a weaker-than-expected fourth-quarter sales forecast for its weight-loss drug Zepbound.
Peer Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) slid 5% in sympathy.
CEO Dave Ricks revealed that Eli Lilly anticipates regulatory approval for its oral weight-loss treatment, orforglipron, by 2026, with pivotal data expected in mid-2025. 
Bitcoin (CRYPTO: <a class="ticker" href="https://www.benzinga.com/quote/btc/usd">BTC</a>) rose 1.5% on Tuesday, bouncing back after three days of largely flat trading.
<h3 class="wp-block-heading">Tuesday&#8217;s Performance In Major US Indices, ETFs</h3>
<figure class="wp-block-table is-style-stripes"> 
<table>
<tbody>
<tr>
<td>Major Indices</td>
<td>Price</td>
<td>1-day %chg</td>
</tr>
<tr>
<td>Russell 2000</td>
<td>2,194.61</td>
<td>0.0%</td>
</tr>
<tr>
<td>Dow Jones</td>
<td>42,241.81</td>
<td>-0.1%</td>
</tr>
<tr>
<td>S&amp;P 500</td>
<td>5,818.04</td>
<td>-0.3%</td>
</tr>
<tr>
<td>Nasdaq 100</td>
<td>20,704.24</td>
<td>-0.4%</td>
</tr>
</tbody>
</table>
<figcaption class="wp-element-caption">Updated at 12:30 p.m. ET</figcaption></figure>
According to&nbsp;<a href="https://bzresearch.myclickfunnels.com/benzinga-pro-content-webinar-registration/?utm_source=BZprocontent010625&amp;t=be2bearmibe3na1" target="_blank" rel="noreferrer noopener">Benzinga Pro</a>&nbsp;data:
<ul>
<li>The&nbsp;SPDR S&amp;P 500 ETF Trust&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SPY#NYSE">SPY</a>) eased 0.4% to $579.14.</li>
<li>The&nbsp;SPDR Dow Jones Industrial Average&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIA#NYSE">DIA</a>)&nbsp;inched 0.2% down to $422.07.</li>
<li>The tech-heavy&nbsp;Invesco QQQ Trust Series&nbsp;(NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/QQQ#NASDAQ">QQQ</a>) fell 0.6% to $502.89.</li>
<li>The&nbsp;iShares Russell 2000 ETF&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IWM#NYSE">IWM</a>) inched 0.1% higher to $217.45.</li>
<li>The&nbsp;Utilities Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLU#NYSE">XLU</a>) outperformed, up 0.8%; the&nbsp;Health Care Select Sector SPDR Fund&nbsp;(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLV#NYSE">XLV</a>) lagged, down 1.8%.</li>
</ul>
<h3 class="wp-block-heading">Tuesday&#8217;s Stock Movers</h3>
<ul>
<li>Chinese stocks rallied amid regulatory reassurance on markets. Shares of JD.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/JD#NASDAQ">JD</a>) rose 4.6%, followed by gains in Baidu Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/BIDU#NASDAQ">BIDU</a>) and PDD Holdings Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PDD#NASDAQ">PDD</a>), up 2.5% and 2.2%, respectively. </li>
<li>Boeing Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BA#NYSE">BA</a>) fell over 3% after announcing on Tuesday that it delivered 57 commercial aircraft in the fourth quarter of 2024, a sharp decline from 116 deliveries in the previous quarter. </li>
</ul>
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Stocks Fail To Rise Despite Benign Producer Inflation, 30-Year Treasury Yields Hit 5%, Eli Lilly Tumbles: What's Driving Markets Tuesday? (CORRECTED)

Novo Nordisk shares are trading lower in sympathy with Eli Lilly which issued FY24 revenue guidance below estimates.

Editor&#8217;s Note: The story has been updated for improved clarity and readability.
On CNBC's &#8220;<a href="https://www.benzinga.com/topic/mad-money-lightning-round">Mad Money Lightning Round</a>,&#8221; Jim Cramer weighed in on stocks brought up by viewers, highlighting risks and opportunities in the market.
<h3 class="wp-block-heading">High Valuations Prompt Caution</h3>
Lemonade, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LMND#NYSE">LMND</a>) has climbed significantly, prompting Cramer to caution, &#8220;up too much&#8230; You got to let it come down.&#8221; JMP Securities' Ronald Josey echoed similar concerns, maintaining a Market Outperform rating and raising the price target from $40 to $60 on Nov. 22.
<h3 class="wp-block-heading">Healthcare Stocks In Focus</h3>
Cencora, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COR#NYSE">COR</a>) could &#8220;go lower,&#8221; Cramer said, preferring Cardinal Health, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CAH#NYSE">CAH</a>) instead. Cencora has been expanding its portfolio, completing its acquisition of Retina Consultants of America on Jan. 2. The move strengthens its position in specialized healthcare.
For Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), Cramer advised caution, saying he would be &#8220;careful&#8221; with the stock. The company recently reported Phase 3 trial results for its <a href="https://www.benzinga.com/government/regulations/24/12/42623343/exclusive-weight-loss-market-experts-scoop-up-novo-nordisk-stock-after-worst-drop-since-2002-following-drug-trial-miss">CagriSema combination therap</a>y, which showed promising outcomes but the stock is down over 22% in the past month.
<h3 class="wp-block-heading">GLP-1 Impact on Consumer Staples</h3>
Cramer pointed out challenges for PepsiCo (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PEP#NASDAQ">PEP</a>), saying it's in the &#8220;crosshairs of the GLP-1 situation.&#8221; Despite this, Piper Sandler's Mike Lavery initiated coverage on Jan. 7 with an Overweight rating and a $171 price target, reflecting optimism for PepsiCo's resilience in response to shifting consumer trends.
Price Action:
<ul>
<li>Novo Nordisk shares fell 2% to settle at $83.34 on Tuesday.</li>
<li>PepsiCo shares fell 0.6% to close at $145.40 during the session.</li>
<li>Cencora shares gained 2.3% to settle at $234.24.</li>
<li>Lemonade shares fell 6.3% to settle at $36.14 on Tuesday.</li>
</ul>
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Jim Cramer: Lemonade Is 'Up Too Much,' This Health Care Stock Can Go Lower (UPDATED)

On Wednesday, Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) and Valo Health, Inc. entered into an expanded agreement to discover and develop novel treatments for obesity, type 2 diabetes, and cardiovascular disease.
The companies originally partnered in September 2023 in&nbsp;an agreement&nbsp;that allowed for the development of up to 11 drug programs, primarily <a target="_blank" href="https://www.benzinga.com/general/biotech/25/01/42843536/novo-nordisks-sponsorship-deals-with-uk-pharmacies-linked-to-weight-loss-drugs-raise-ethical-concerns" rel="noreferrer noopener">focused on cardiovascular disease</a>.
Valo was <a target="_blank" href="https://www.valohealth.com/press/valo-health-and-novo-nordisk-to-collaborate-to-discover-and-develop-novel-treatments-for-cardiometabolic-diseases-using-human-data-and-artificial-intelligence" rel="noreferrer noopener">eligible</a> to receive up to $2.7 billion in milestone payments, plus R&amp;D funding and potential royalty payments.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/25/01/42827918/viking-therapeutics-structure-therapeutics-positioned-as-key-pharma-partners-for-weight-loss-products-analyst" rel="noreferrer noopener">Viking Therapeutics, Structure Therapeutics Positioned As Key Pharma Partners For Weight Loss Products: Analyst</a>
Under the terms of the <a target="_blank" href="https://www.globenewswire.com/news-release/2025/01/08/3006064/0/en/Valo-Health-and-Novo-Nordisk-expand-collaboration-to-discover-and-develop-novel-treatments-for-cardiometabolic-diseases.html" rel="noreferrer noopener">expanded</a> agreement, Valo is entitled to receive an upfront payment, equity investment, and a potential near-term milestone payment totaling $190 million and is now eligible to receive milestone payments for up to 20 drug programs, an addition of 9 new drug programs, totaling approximately $4.6 billion, plus R&amp;D funding and potential royalty payments.
The expanded collaboration will continue to leverage Valo's Opal Computational Platform's capabilities, key joint capabilities in human data and genetics, and Novo Nordisk's expertise in cardiometabolic diseases.
The collaboration has already identified several novel targets that may form the basis of differentiated cardiometabolic drug programs, and the companies are actively working on multiple small-molecule preclinical drug discovery programs.
On Tuesday, Variant Bio, a genomics-driven drug discovery company, <a target="_blank" href="https://www.prnewswire.com/news-releases/variant-bio-announces-multi-year-research-partnership-with-novo-nordisk-to-discover-novel-targets-for-metabolic-disease-302343496.html" rel="noreferrer noopener">announced</a> a multi-year research collaboration with Novo Nordisk to discover novel targets for metabolic disease.
The partnership between Novo Nordisk and Variant Bio aims to identify and validate multiple novel targets with sufficient human genetic evidence to initiate human-centric drug discovery programs.
Under the terms of the agreement, Novo Nordisk said it would pay Variant Bio an upfront payment and additional near-term R&amp;D funding totaling up to&nbsp;$50 million, plus potential option and milestone payments on targets that arise from the collaboration.
Price Action: NVO stock is up 2.95% at $85.80&nbsp;at the last check on Wednesday.
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Photo via Shutterstock

Contracts

Novo Nordisk Seeks to Strengthen Obesity Pipeline With Two Back-To-Back Biobuck Deals

UBS analyst Jo Walton upgrades Novo Nordisk (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) from Sell to Buy.

Upgrades

Analyst Ratings

UBS Upgrades Novo Nordisk to Buy

Novo Nordisk shares are trading higher after the company entered into an expanded agreement with Valo Health to discover and develop treatments for obesity, type 2 diabetes, and cardiovascular disease.

<ul>
<li>Scope of collaboration originally signed in 2023 will significantly expand to enable the discovery and development of up to 20 novel drug programmes in obesity, type 2 diabetes, and cardiovascular disease.</li>
<li>Expanded collaboration includes near-term payments totalling up to 190 million US dollars, while Valo is eligible to receive milestone payments of approximately 4.6 billion dollars, plus R&amp;D funding and potential royalty payments</li>
</ul>

Novo Nordisk And Valo Health Entered Into An Expanded Agreement To Discover And Develop Treatments For Obesity, Type 2 Diabetes, And Cardiovascular Disease, Valo Is Entitled To Receive An Upfront Payment, Equity Investment, And A Potential Near-term Milestone Payment Of $190M And Milestone Payments Of Approximately $4.6B

Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>), the Danish pharmaceutical giant behind weight-loss drugs Wegovy and Saxenda, is facing scrutiny over its sponsorship deals <a target="_blank" href="https://www.benzinga.com/general/biotech/25/01/42764490/us-employer-health-costs-to-rise-in-2025-fueled-by-weight-loss-report" rel="noreferrer noopener">with U.K. pharmacies</a>.
Critics argue these arrangements reveal troubling conflicts of interest and highlight gaps in regulating prescription drug advertising.
Also Read: <a target="_blank" href="https://www.benzinga.com/25/01/42811734/novo-nordisk-pushes-fda-to-exclude-compounding-for-its-early-generation-diabetes-drug" rel="noreferrer noopener">Novo Nordisk Pushes FDA To Exclude Compounding For Its Early-Generation Diabetes Drug</a>
Between 2021 and 2023, Novo Nordisk provided substantial funding to major pharmacy chains such as Boots and Lloyds as well as smaller online clinics.
The sponsorships, valued in the hundreds of thousands of pounds, funded advertising campaigns, pharmacist training and the creation of patient resources.
In return, pharmacies supplied Novo Nordisk with detailed reports on prescription numbers, advertising performance and patient demographics.
While Novo Nordisk insists these sponsorships adhered to industry standards, critics have raised concerns about the ethical implications of such financial ties.
The company's sponsorship practices also drew regulatory scrutiny.
In 2022, Novo Nordisk signed a $119,000 (95,000 pounds) deal with Boots to fund training and advertising for its weight-loss services.
Additional deals with other pharmacies provided free supplies and marketing materials.
However, in October 2024, the UK&#8217;s Prescription Medicines Code of Practice Authority (PMCPA) ruled that these arrangements violated industry codes, citing a lack of partnership independence and inadequate safeguards against incentivizing prescriptions.
Further issues emerged when Novo Nordisk funded online clinics such as the Slimming Clinic and WebMed pharmacy. Both were later found to have illegally promoted prescription-only weight-loss drugs, including Wegovy and Saxenda, on social media.
Posts by the clinics featured images of weight-loss injection pens and direct references to the drugs, violating UK advertising rules.
Novo Nordisk denied knowledge of the clinics' promotional practices and emphasized that its sponsorships were intended for patient education, not marketing.
A 2023 investigation by The Guardian <a href="https://www.theguardian.com/business/2025/jan/04/wegovy-maker-novo-nordisk-sponsored-british-pharmacies-in-pursuit-of-sales" target="_blank" rel="noreferrer noopener">found</a> that nearly 50 companies were reprimanded over similar breaches between January 2023 and September 2024.
In the new year, the U.K.'s Medicines and Healthcare Products Regulatory Agency (MHRA) urged the public to avoid purchasing weight-loss medicines without a prescription from unauthorized sources like beauty salons, social media platforms <a href="https://www.benzinga.com/markets/eurozone/25/01/42772200/dont-buy-weight-loss-medication-from-unauthorized-sources-uk-health-agency-warns-about-risks" target="_blank" rel="noreferrer noopener">or unverified websites</a>.
Price Action: NVO stock is down 1.01% at $84.17 during the premarket session at last check Tuesday.
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Photo by Tobias Arhelger via Shutterstock

Novo Nordisk's Sponsorship Deals With UK Pharmacies Linked To Weight-Loss Drugs Raise Ethical Concerns

JPMorgan has reset the valuation for Viking Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/VKTX#NASDAQ">VKTX</a>) and Structure Therapeutics Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GPCR#NASDAQ">GPCR</a>).
Analyst Hardik Parikh cites several reasons for recovery, including pathways for strategic partnership with pharma, some clinical trial data points and additional clarity on the incoming administration&#8217;s policies on GLP-1 access.
The analyst writes that <a target="_blank" href="https://www.benzinga.com/quote/VKTX" rel="noreferrer noopener">Viking Therapeutics</a> and <a target="_blank" href="https://www.benzinga.com/quote/GPCR" rel="noreferrer noopener">Structure Therapeutics</a> are attractive pure-play options for investing in the T2D/obesity market opportunity overall.
The note continues, saying that Viking Therapeutics and Structure Therapeutics remain attractive partners for pharmaceutical companies looking to enter the T2D/obesity market relatively quickly.
It expects a reasonable case to make that many pharmaceutical companies, in addition to Merck &amp; Co. Inc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>), could be active in the space. Hence, Viking Therapeutics and Structure Therapeutics still have abundant pathways <a target="_blank" href="https://www.benzinga.com/general/biotech/24/12/42560386/whats-going-on-with-viking-therapeutics-stock-on-wednesday" rel="noreferrer noopener">to strategic partnerships</a>.
Viking Therapeutics and Structure Therapeutics can help address growth gaps for pharma over time, analyst Parikh says, and sees an apparent disconnect on valuation abates over time.
The analyst sees the competitive bar for VK2735 primarily unchanged, at least in the near term, after Novo Nordisk A/S&#8217; (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) phase 3 Redefine-1 data showed weight loss from cagriSema that is on par with Eli Lilly And Co.&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) Zepbound.
The Street broadly expected the Redefine-1 trial of CagriSema to show ~25% weight loss, raising the benchmark <a target="_blank" href="https://www.benzinga.com/24/12/42613036/novo-nordisks-hybrid-weight-loss-drug-falls-short-on-expectations-stock-plunges" rel="noreferrer noopener">injectables in development</a>.
Viking Therapeutics highlighted new clinical data from its VK2735 obesity program in two poster presentations&nbsp;at ObesityWeek&nbsp;2024.
Cohorts receiving VK2735 demonstrated dose-dependent reductions in mean body weight from baseline, <a target="_blank" href="https://www.benzinga.com/general/biotech/24/11/41712739/viking-therapeutics-reveals-early-stage-from-experimental-oral-obesity-drug-showing-weight-loss-a" rel="noreferrer noopener">ranging up to 8.2%</a>.
JPMorgan suggests that VK2735&#8217;s weight-loss effectiveness in its upcoming Phase 3 trial (starting in early 2025) could slightly surpass Zepbound&#8217;s ~22% reduction at 72 weeks and remain competitive with CagriSema.
However, the firm believes Eli Lilly&#8217;s retatrutide may set the highest standard for efficacy, potentially achieving weight loss in the high 20% range, based on Phase 3 data expected in 2026. While this creates a challenging benchmark for VK2735, its tolerability could offer an edge over retatrutide, which is expected to have slightly more side effects than Zepbound.
Last month, Structure Therapeutics selected ACCG-2671 as its lead oral small molecule amylin receptor agonist for obesity and related diseases. The compound is expected to be in Phase 1 clinical development by the <a target="_blank" href="https://www.benzinga.com/pressreleases/24/12/g42539839/structure-therapeutics-announces-selection-of-lead-oral-small-molecule-amylin-receptor-agonist-acc" rel="noreferrer noopener">end of 2025</a>.
In November, Structure Therapeutics dosed the first patient in Phase 2b ACCESS trial of GSBR-1290 obese or overweight patients with <a target="_blank" href="https://www.benzinga.com/pressreleases/24/11/g41953633/structure-therapeutics-announces-first-patients-dosed-in-phase-2b-access-clinical-study-evaluating" rel="noreferrer noopener">weight-related comorbidity</a>.
VKTX, GCPR Price Actions: Viking Therapeutics stock is down 0.56% at $42.65, and Structure Therapeutics stock is down 0.25% at $27.51 at publication Monday.
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Photo: Gorodenkoff/Shutterstock.com

GPCR

VKTX

Viking Therapeutics, Structure Therapeutics Positioned As Key Pharma Partners For Weight Loss Products: Analyst

In December, Danish pharmaceutical giant Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) submitted a Citizen Petition to the FDA requesting the exclusion of liraglutide from the 503B Bulks List, a registry of substances that outsourcing facilities may use in drug compounding.
The petition argues that FDA-approved liraglutide-based products, Victoza, Saxenda, and Xultophy, meet the needs of patients without requiring additional compounded versions, which Novo Nordisk contends pose significant safety and efficacy risks.
Teva Pharmaceuticals (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/TEVA#NYSE">TEVA</a>) markets an authorized generic of Victoza.
A Phase 2b clinical trial presented at the Alzheimer's Association International Conference 2024 revealed that&nbsp;liraglutide may slow cognitive decline by <a target="_blank" href="https://www.benzinga.com/general/biotech/24/07/40047612/novo-nordisks-older-weight-loss-drug-may-slow-cognitive-decline-in-alzheimers-patients-small-stud" rel="noreferrer noopener">protecting the brain</a>.
The company highlights that existing FDA-approved formulations lack attributes that would necessitate compounding, while the Outsourcing Facilities Association&#8217;s (OFA) nomination relies on generalized, unsupported claims.
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/24/06/39487352/novo-nordisks-older-generation-weight-loss-drug-saxenda-associated-with-decreased-bone-mass-densi" rel="noreferrer noopener">Novo Nordisk&#8217;s Older Generation Weight-Loss Drug Saxenda Associated With Decreased Bone Mass Density, Study Shows</a>
Novo Nordisk asserts that compounded liraglutide products have a history of safety concerns, including adverse events and immunogenicity risks stemming from impurities and fibril formation.
The petition cites evidence of unapproved liraglutide products&#8217; <a target="_blank" href="https://www.benzinga.com/markets/equities/24/09/40809053/novo-nordisk-reports-positive-results-of-weight-loss-drug-liraglutide-for-children-as-young-as-6" rel="noreferrer noopener">instability and diminished potency</a>.
Testing has shown reduced bioavailability due to impurities and fibril formation, rendering these products less effective or ineffective for conditions such as type 2 diabetes, cardiovascular disease, and chronic weight management.
Novo Nordisk also <a target="_blank" href="https://www.regulations.gov/document/FDA-2024-P-5966-0001" rel="noreferrer noopener">noted</a> 44 documented adverse events associated with compounded liraglutide since 2017, including 38 serious cases and one death.
Novo Nordisk warns that adding liraglutide to the 503B Bulks List would contradict Congress&#8217; and the FDA&#8217;s intent to restrict patient exposure to unapproved drugs.
The company argues that such an action would undermine incentives for pharmaceutical innovation while increasing risks to public health.
Novo Nordisk further calls for rescission of the FDA&#8217;s 503B Interim Policy, which it claims creates unauthorized pathways for compounding drugs without statutory approval.
The petition also urges the FDA to refrain from categorizing liraglutide under the 503B Interim Policy&#8217;s Category 1, including substances with pending clinical need evaluations.
Novo Nordisk highlights OFA&#8217;s failure to provide adequate data justifying liraglutide&#8217;s inclusion and the risks posed by unapproved compounded products, suggesting that liraglutide be placed in Category 2 due to its significant safety risks.
Price Action: NVO stock is down 0.46% at $87.25 during the premarket session at last check Monday.
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Photo via Shutterstock.

Novo Nordisk Pushes FDA To Exclude Compounding For Its Early-Generation Diabetes Drug

Novo Nordisk (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) has outperformed the market over the past 10 years by 4.09% on an annualized basis producing an average annual return of 15.28%. Currently, Novo Nordisk has a market capitalization of $389.06 billion. 
Buying $1000 In NVO: If an investor had bought $1000 of NVO stock 10 years ago, it would be worth $4,177.57 today based on a price of $87.60 for NVO at the time of writing.
<h3>Novo Nordisk's Performance Over Last 10 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1735859706_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much $1000 Invested In Novo Nordisk 10 Years Ago Would Be Worth Today

As the New Year begins, the U.K.&#8217;s Medicines and Healthcare Products Regulatory Agency (MHRA) is urging the public to avoid purchasing weight-loss medicines without a prescription from unauthorized sources like beauty salons, social media platforms, or unverified websites.
Such practices violate the law and expose individuals to significant health risks.
MHRA Deputy Director of Criminal Enforcement Andy Morling <a target="_blank" href="https://www.gov.uk/government/news/uk-medicines-regulator-warns-against-buying-weight-loss-medicines-without-a-prescription-this-new-year" rel="noreferrer noopener">cautioned</a> against the increasing trend of illegal weight-loss medicine sales, describing them as dangerous &#8220;quick fixes.&#8221;
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/24/07/39940717/uks-nhs-prescribes-weight-loss-drug-wegovy-less-than-expected-due-to-service-shortages" rel="noreferrer noopener">UK&#8217;s NHS Prescribes Weight-Loss Drug Wegovy Less Than Expected Due To Service Shortages</a>
He emphasized that these medicines, known as GLP-1 receptor agonists, are potent drugs that should only be dispensed by licensed healthcare professionals. Buying them from unregulated sources puts consumers&#8217; health at serious risk and contributes to illegal activity.
Unregulated online products may contain harmful toxins, posing serious health risks that could result in hospitalization.
Eli Lilly And Co&#8217;s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) Tirzepatide and Novo Nordisk A/S (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) semaglutide dominate the GLP-1 class products market.
The agency works to curb the distribution of these unapproved products by identifying and removing illegal sales posts, suspending accounts, and shutting down rogue websites.
Chief Safety Officer Dr. Alison Cave highlighted the importance of consulting healthcare professionals before starting any treatment. Decisions about weight-loss medicines should be based on a comprehensive assessment of benefits and risks, with the patient and healthcare provider working together.
The MHRA continues to monitor the safety of all licensed weight-loss drugs, urging patients to report any suspected side effects through the Yellow Card scheme.
In October, NHS England proposed a phased rollout of tirzepatide.
Under draft guidance from an independent committee at the National Institute for Health and Care Excellence, tirzepatide has been recommended for patients living with obesity, with a maximum list price of 122 pounds ($159.6) per month <a target="_blank" href="https://www.benzinga.com/general/biotech/24/10/41186057/englands-nhs-proposes-phased-rollout-of-eli-lillys-mounjaro-considers-digital-services-to-boost-a" rel="noreferrer noopener">for the highest dose</a>.
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Wegovy Photo by Tobias Arhelger via Shutterstock

Eurozone

Don't Buy Weight-Loss Medication From Unauthorized Sources, UK Health Agency Warns About Risks

Eli Lilly and Co.'s (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) Zepbound (tirzepatide) is reshaping the competitive landscape in obesity treatment, challenging Novo Nordisk A/S' (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NVO#NYSE">NVO</a>) Wegovy (semaglutide) for market dominance.
According to a GlobalData <a target="_blank" href="https://www.globaldata.com/media/pharma/eli-lillys-zepbound-holds-potential-dominate-obesity-market-says-globaldata/" rel="noreferrer noopener">report</a>, Zepbound's superior effectiveness and strategic market growth position it to potentially overtake Wegovy as the <a target="_blank" href="https://www.benzinga.com/24/12/42613036/novo-nordisks-hybrid-weight-loss-drug-falls-short-on-expectations-stock-plunges" rel="noreferrer noopener">leading therapy for obesity</a>.
Since its debut, Zepbound has expanded its scope beyond obesity treatment. In December 2024, the FDA approved the drug for treating <a target="_blank" href="https://www.benzinga.com/general/health-care/24/12/42637278/eli-lillys-zepbound-receives-fda-approval-for-obesity-linked-sleep-apnea-drug" rel="noreferrer noopener">obstructive sleep apnea</a>.
Ongoing studies are exploring additional indications, such as reducing cardiovascular risks, addressing chronic kidney disease, and treating metabolic dysfunction-associated steatohepatitis (MASH).
Also Read: <a target="_blank" href="https://www.benzinga.com/general/biotech/24/12/42600472/your-healthcare-costs-are-soaring-us-spending-reached-5-trillion-in-2023-with-major-increase-in-obesity-and-diabetes-drugs-hospital-services" rel="noreferrer noopener">Your Healthcare Costs are Soaring! US Spending Reached $5 Trillion In 2023 with Major Increase in Obesity and Diabetes Drugs, Hospital Services</a>.
GlobalData's Pharma Analyst, Costanza Alciati, highlighted that Eli Lilly is emulating Novo Nordisk's approach by exploring multiple therapeutic areas to broaden Zepbound's market potential.
Wegovy has been a game-changer in the obesity sector, earning widespread recognition and driving significant investment in the field. Over 400 companies are now developing obesity therapies inspired by Wegovy's success. The drug is also approved for managing type 2 diabetes and cardiovascular risks, with further research focusing on conditions like chronic kidney disease.
Despite Wegovy's achievements, Alciati remarked that Zepbound is "raising the bar" with greater potency and potential cost-effectiveness, making it a formidable contender in the obesity market.
In parallel, healthcare costs in the U.S. are climbing rapidly. Aon plc's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AON#NYSE">AON</a>) August <a target="_blank" href="https://aon.mediaroom.com/2024-08-15-Aon-U-S-Employer-Health-Care-Costs-Projected-to-Increase-9-Percent-Next-Year" rel="noreferrer noopener">report</a> projects a 9% increase in employer-sponsored healthcare costs for 2025, exceeding $16,000 per employee.
This surge surpasses the 6.4% rise from 2023 to 2024, driven by higher medical claims, rising prescription drug expenses, and inflation-related adjustments.
Specialty drugs, particularly GLP-1 medications like tirzepatide and semaglutide, are key drivers of these rising costs. Aon's analysis reveals that these medications could add 1% to overall healthcare cost increases.
Despite their low utilization, these therapies significantly impact employer healthcare budgets.
On average, U.S. employers cover 81% of health plan costs, leaving employees to pay 19%, amounting to $4,858 annually, including premiums and out-of-pocket expenses.
In 2024, employer healthcare budgets grew by 6.4%, while employee premiums increased by a more modest 3.4%, according to Aon's analysis.
The technology and communications sector experienced the highest employer cost increase at 7.4% in 2024, while public sector employees faced the steepest rise in contributions at 6.7%.
In contrast, the healthcare industry saw no material change in employee contributions.
High-cost claims stemming from gene and cell therapies, complex medical procedures, and chronic conditions further strain employer budgets.
Price Action: LLY stock is up 0.88% at $778.79 during the premarket session at the last check on Thursday.
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BioRestorative Ends Q3 In 'Strong' Financial Position, Reports Positive Data For Its Phase 2 BRTX-100 Chronic Back Pain Trial

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