The FDA, the American Food and Drug Administration, approved for marketing last night (Monday) the pill configuration of the drug Vigobi. The Danish company Novo Nordisk, the manufacturer of the pill, said that it will market it in the US from the beginning of 2026.
stock Novo Nordisk It rose in after-hours trading on the New York Stock Exchange by 10%, and soon it will be possible to see the movement of the stock on the Danish Stock Exchange. The value of the company in New York at the close, that is before the increases, was about 165 billion dollars.
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The Vigobi pill, taken once a day, reduced an average of 16.6% of the weight of those who managed to persevere in the treatment within 64 weeks of treatment. If you take into account the data of those who did not persist in the treatment until the end of the period, the result is about 14%.
Various experiments with the Vigobi injection produced results of between 15%-20% reduction on average, which means that the pill has slightly less effectiveness, but it is considered suitable for those who do not like injections, or who have less weight to lose (and see their condition as not severe enough to require an injection). Another option is for patients to start their weight loss journey with an injection and maintain the results with a pill, as studies show that stopping treatment altogether usually leads to weight gain.
The medicine must be taken once a day on an empty stomach, then wait another half hour before eating, drinking or taking other medicines – and this is in contrast to the injection, which is taken once a week. The oral pills were also found to have slightly more common digestive side effects than the injections.
ahead of the competitor
Novo Nordisk is thus ahead of its competitor Eli Lilly to launch an oral medicine for the treatment of obesity. The results from Novo’s drug are also slightly better in the efficiency parameter than those of Eli Lilly. However, Eli Lilly’s product does not have to be taken on an empty stomach, and it is also easier to produce.
Novo Nordisk preceded Eli Lilly into the obesity treatment market with its injectable drug as well, but Eli Lilly’s product gradually overtook Novo’s, leading to sharp declines in Novo’s stock over the past year. The bypass was also possible because Eli Lilly’s injection was found to be slightly more effective, while Novo had production capacity challenges at the beginning that left room for Eli Lilly to enter the market, even though it arrived later. In the present case, Eli Lilly’s pill does not have an efficiency advantage, however, as mentioned, it has an advantage in the form of administration.
Meanwhile, the Vigobi pill is alone on the market. The drug will be available in the US in pharmacies and also through direct marketing channels, including the government’s direct marketing channel for TrumpRX drugs. The FDA approved the drug not only for people with dangerous obesity but also for the reduction of heart attacks, after previous experiments with the active substance showed benefit in this area, beyond the benefit in weight reduction.
A survey by the research organization KFF, conducted last November, found that one in eight people in the US is already taking a drug from the GLP-1 family (Eli Lilly or Novo Nordisk drugs) to lose weight or to treat diabetes or another medical problem. This is a very significant penetration rate, but it is still less than the number of people suffering from overweight, diabetes or heart problems in the US.
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