Wegovy Overtakes Zepbound and Mounjaro in Google Search
Nordea Bank Report:
Wegovy is becoming #1 US household anti-obesity brand
We attended Meet-the-Management Thursday in London, finding several interesting points throughout the day: First of all, Novo Nordisk is sharpening its commercial focus on building a brand around Wegovy rather than being a GLP-1 manufacturer. An important difference, in our view. Here it is interesting that Wegovy is becoming the number one household anti-obesity brand in the US when looking at Google Trends, with the trend shift being visible around the turn of the year. This rhymes well with scripts trends,with Novo Nordisk still showing a solid Wegovy pill uptake while Eli Lilly's Foundayo launch remains subdued. From the sessions, we also understand that Medicare Part D bridge programme volume pick up in H2 2026 is an immaterial part of the guidance (at least in the low end of the range).