new UBT251 triple agonist beats $LLY Retatrutide at 24 weeks at 17.7% vs 17.5 less with even less side effects. The future of weight loss is going parabolic.

Wegovy HD saw 15.7% increase to about TRx 22k in the newest IQVIA data.

While absolute numbers are still in the lower end, it keeps increasing week by week.

22k means above $450 million run rate. And with these week by week increases HD starts to get meaningful impact at NVO revenue.

Wegovy HD should launch here in Q3 in the first EU countries.

$NVO ’s Oral Wegovy reached a new record in the latest U.S. prescription data from Symphony Health

Total prescriptions increased 0.9% to 144,431 in week 35 from 143,129 the previous week, the highest level since launch.

$LLY ’s competing Foundayo pill also continued to grow, with prescriptions increasing 6.8% to 18,935 from 17,726.

While Foundayo grew considerably faster in percentage terms, Oral Wegovy actually added slightly more prescriptions in absolute terms, gaining 1,302 prescriptions versus 1,209 for Foundayo.

Twenty weeks into its launch, Eli Lilly's Foundayo has finally exceeded 40,000 in weekly prescriptions, according to IQVIA data cited by Citi. The oral GLP-1 drug posted 40,862 scripts last week, bouncing back from a small dip the week prior. Still, the drug's scripts level is still no match to the roughly 57K that Novo Nordisk's Wegovy pill garnered at week 6 of its own launch.

In its 33rd week of launch, Wegovy pill booked roughly 175K scripts, slightly down from 176K, per IQVIA. The share of the oral version of semaglutide in all Wegovy obesity scripts was flat week over week, at 35%. All told, across the pill and the injectable, Wegovy's weekly scripts were a little over 500K, down 0.8% sequentially.

As Jefferies analysts observed in an Aug. 21 note, Wegovy have been relatively flat since the Medicare GLP-1 Bridge program began July 1.

Overall, the roughly 60%-40% obesity market share split between Lilly and Novo remained stable, as Lilly's Zepbound held its ground as the most popular drug.

https://www.fiercepharma.com/pharma/oral-glp-1-tracker-launch-trajectories-lilly-foundayo-novo-wegovy-pill

Still good numbers for Wegovy!!! Let’s go

$NVO 's oral Wegovy reached 135,566 prescriptions in week 33, up from 133,143 the previous week, an increase of 1.8% week over week.

$LLY 's Foundayo reached 16,115 prescriptions, up from 14,631, an increase of 10.1% week over week.

Oral Wegovy continues to grow from a significantly larger prescription base, while Foundayo continues to ramp up following its launch.

NVO has started a new study of lower doses of its Oral Wegovy, according to Bloomberg.

The study is designed to determine the lowest dose that can still deliver meaningful weight loss.

Around 450 participants have been recruited, with two unspecified doses of Oral Wegovy being tested. The study started on August 12.

The timing is interesting. Oral Wegovy has already surpassed 5 million U.S. prescriptions since launching earlier this year, and BMO Capital analyst Evan Seigerman estimates that more than two-thirds of patients taking the pill are currently on the lowest dose.

If lower doses can deliver meaningful weight loss, it could potentially become an important part of how Oral Wegovy is used.

Or at least I think this could be once monthly semaglutide developed by $NVO partner $ASND.

144 patients in 3 parts. The last part looks like 12w data.

It’s the length of each part together with semaglutide is an active comparator already in P1 where PK data also is a very important part of any P1 trial.

I have no idea where this data came from. I found it online and I'm a bit shaken. It's good that we are above 160k, but I wanted to see the symphony data shown as a graph.

Down 5% vs last week.

I think there’s some data not included this week. We don’t see such difference from Symphony and IQVIA. And doesn’t fit with rest of brands increasing. So I would expect to see adjustments at later IQVIA data release

Foundayo up by 13.8%

$LLY $NVO $VKTX Foundayo TRx were 38928 (vs. 34219 last week) Oral Wegovy TRx were down -5% w/w, ending the week at ~163k vs. the prior week's ~173K•Zepbound TRx was up +2% TRx ending the week at ~738k vs. the prior week's ~726k.

$LLY $NVO $VKTX Foundayo TRx were 34219 (vs. 29388 last week) for the seventeenth week of sales. Oral Wegovy TRx ~173k vs. the prior week's ~172K Zepbound TRx was flat w/w and NRx were up +1% w/w

its good that we keep those record high numbers

Could someone please explain why our Average Net Revenue per Prescription has decreased, even though we are selling higher doses of our pills? 

1. Quarter-by-Quarter Overview (USD & Key Metrics)

Average Exchange Rate Assumptions: 1 DKK ≈ $0.157 USD for Q1 2026; 1 DKK ≈ $0.155 USD for Q2 2026.

• Q1 2026 Summary:
  • Net Sales (USD): ~$355 Million (DKK 2,256 million).
  • Total Prescriptions (TRx): ~1.3 Million total prescriptions.
  • Prescription Capture / Tracked Rate: ~1.00 Million TRx captured by Week 12 (~77% of total reported volume captured in early third-party tracking, with initial wholesale/pipeline fill impacting reported net revenues).
  • Average Net Revenue per Prescription: ~$273 USD (reflects positive initial impact from pipeline stocking across telehealth and wholesale channels).
• Q2 2026 Summary:
  • Net Sales (USD): Estimated ~$465–$490 Million (driven by weekly run-rates surpassing 265,000 TRx by mid-July).
  • Total Prescriptions (TRx): ~2.7 Million total prescriptions in Q2 (bringing cumulative prescriptions to 4.0 Million at Week 26 / end of Q2).
  • Prescription Capture / Tracked Rate: ~4.00 Million cumulative TRx captured at Week 26 (IQVIA + self-pay internal capture rate approaching 90%+).
  • Average Net Revenue per Prescription: ~$175–$185 USD (normalizing to core direct-to-patient self-pay rates and copay card mix).

Symphony W29 GLP1

Just fast headlines

Wegovy pill TRx 128,727, down with 0.5%

Foundayo week 16 TRx 11,221, up with 9.1% (wegovy pill had 80,080 in same week 16)