… but not for Americans. Y’all still have 10 years of confiscatory pricing.
{{ In India, China and several other nations, Novo Nordisk is on the verge of losing patent protection for its blockbuster weight loss drug, opening the door for cheaper competing versions. }}
https://www.nytimes.com/2026/03/19/health/ozempic-wegovy-generic-india-china-canada.html
intercst
Will this have an impact on Novo Nordisk? The stock price is down some 75% over the past 2+ years.
DB2
I suspect that comes as much from competition from newer generation GLP-1 agonists and similar meds from other companies than anything else. Meaning, with such a rapidly advancing field, I wouldn’t imagine loss of patent protection to be such a major contributor to a lower stock price as might’ve been the case as recently as, say, a mere decade or so ago.
Usual caveat….my own opinion sans the confidence boost that comes from grabbing whatever AI overview wants to tell me, so I could well be wrong.
There is a reason that Roman, Hims and a variety of other generic (custom) formulary providers are in this market. These drugs are widely available with many sources. This is the very definition of competition.
The prices are still elevated enough to bring 80-90% margins for many suppliers in this category. Good for investment, bad for health costs.
