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Novo Nordisk's Wegovy pill boosts earnings and share price

May 6, 2026
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National Biotech Reporter
Good morning. We've got more earnings today, and my colleague Drew Joseph brings us a dispatch from Rome.

The need-to-know this morning

  • German drug maker Bayer said it is acquiring Perfusion Therapeutics, a privately held developer of treatments for eye diseases. 
  • Vivek Ramaswamy, the biotech executive-turned politician, won the Republican primary for governor of Ohio on Tuesday. 
  • Madrigal Pharma said sales of its MASH drug Rezdiffra were $311 million in the first quarter, topping Wall Street estimates. 
  • United Therapeutics also reported earnings

Earnings

Novo Nordisk saw its shares rise after being able to report some less-bad news.

The Danish firm, which had been trailing rival Eli Lilly in the obesity drug market, has gained some recent momentum with the hugely successful launch of its Wegovy pill in the U.S. And in releasing first quarter results Wednesday, Novo ticked up its guidance for the year, saying that adjusted sales will drop from 4% to 12% (the company previously said they would be down 5% to 13%), an identical shift also seen in its forecast for adjusted operating profit. The improving outlook is largely driven by better sales performance, Novo said.

Company shares, which were down about 12% this year and more than a third over the 12 months, rose some 7% on Wednesday.

The arrival of the Wegovy pill in the American market has been a major boon for Novo, with more than 1 million people on it in the first 16 weeks of its availability, CEO Mike Doustdar told reporters. Nearly 80% of them hadn't been on other GLP-1 treatments previously, and Doustdar said there are signs that patients are moving from "competitor products" to the pill, and that there is "limited cannibalization" of the original, injectable form of Wegovy.

Lilly last month launched its own obesity pill, Foundayo, but so far, Doustdar said, Novo hasn't seen any hit to oral Wegovy. “We have seen a continued interest in our pill despite competition having arrived," he said.



biotech

The gene therapy field can't escape FDA concerns

At a conference held by the Alliance for Regenerative Medicine in Rome last week, the focus was supposed to be on opportunities for new therapies in Europe, but instead, the regulatory instability in the U.S. was top of mind. 

It shows how much the field has been shaken by the rejections and reversals made under former gene therapy regulator Vinay Prasad.

While the FDA rejection rate for cell and gene therapies was 18% from 2020 to 2024, it rose to 38% over the following 15 months, Tim Hunt, CEO of the Alliance, said during his opening remarks.

The shift at the FDA “really puts an extreme, academic, methodological purity over the needs of the patient community, patients that are gravely ill, and really ignores regulatory flexibility and a lot of the tools that Congress has pulled forward,” he said.

Read more from STAT's Drew Joseph.


pharma

Industry's reputation clouded by pricing concerns

The pharma industry's overall reputation among patient groups ticked up last year, but patients have become more concerned about how sufficiently drugmakers are addressing patient needs, according to an annual survey conducted by a research group called PatientView.

Even though a slightly greater percentage of patients groups reported that drugmakers had an “excellent” or “good” reputation this year compared with last year, the groups expressed greater concern over access to medicines, innovation, and generating products that benefit patients.

Read more from STAT's Ed Silverman.


financing

Cancer biotech raises $220M for myeloma drug

CellCentric said today that it has raised an oversubscribed $220 million Series D round to fund the development of its candidate for multiple myeloma. 

The British biotech's drug, called inobrodib, is an oral p300/CBP inhibitor. The financing will support an ongoing Phase 2 study and a Phase 3 trial the company plans to start in the second half of this year. 

About a year ago, CellCentric had also raised a significant amount — $120 million in a Series C round.


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Thanks for reading! Until next time,


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