u/Current_Corner_7431

New prescription data for

$NVO

oral Wegovy:

Symphony Health data via Bloomberg shows total filled prescriptions rose to 109,777 in week 20 from 107,029 the prior week.

$LLY

’s Foundayo also increased, reaching 2,520 prescriptions vs. 2,067 the week before.

Worth noting: Symphony does not include online pharmacies, telehealth platforms or NovoCare direct-to-consumer sales.

That matters. At Q1, Novo said oral Wegovy was already above 200,000 weekly prescriptions, while Symphony showed roughly half that level.

Data from our NOVO X Lord: https://x.com/investseekers/status/2057717955828260958

https://www.novonordisk.com/content/nncorp/global/en/news-and-media/news-and-ir-materials/news-details.html?id=916542

Lilly raised their guidance for the year and also beat their estimates. They have good profit because they sold roughly 2x more than last year, so they compensated for the US price reductions.

Novo is also slightly up. Why? My take is because it's clear from the first 3 months that their pill is a blockbuster and they also haven't lost any market on the injectables.

So hopefully good times ahead!