Novo Nordisk's Forecast of Sharp Revenue Drop Due to Trump's Price Push and Patent Expirations
The Danish pharmaceutical giant Novo Nordisk has predicted a significant decline in revenue for 2026 due to the impact of President Donald Trump's efforts to lower US weight loss drug prices, rising competition, and expiring patent protections.
Sales are expected to fall between 5% and 13%, marking a sharp decrease from the double-digit growth seen in previous years. The company attributed this decline to the "painful" price cuts imposed by the Trump administration, which has reduced the average price of its weight loss medications from over $1,000 per month to $350.
The expiring patent protections for semaglutide, the main ingredient of Novo's obesity and diabetes treatments, have also increased competition in the market. Generic drugmakers can now produce cheaper versions of Novo's drugs, further contributing to the decline in sales.
Despite these challenges, Novo remains optimistic about its long-term prospects, with CEO Mike Doustdar stating that he hopes the current pricing pressure will be an "investment for our future." The company plans to focus on selling higher volumes of obesity and diabetes medications over the coming years, driven by lower prices.
In contrast, Eli Lilly's forecast for 2026 sales is significantly stronger, with estimates ranging from $80 billion to $83 billion. Lilly's Mounjaro jab has shown promising results in clinical studies, leading to a valuation of over $1 trillion, making it the first pharmaceutical company to achieve this milestone.
GSK, another major pharmaceutical company, has also adjusted its sales forecast for 2026, predicting growth between 3% and 5%. The company is taking steps to adapt to changing market conditions, including cutting costs and investing in new research and development initiatives.
The Danish pharmaceutical giant Novo Nordisk has predicted a significant decline in revenue for 2026 due to the impact of President Donald Trump's efforts to lower US weight loss drug prices, rising competition, and expiring patent protections.
Sales are expected to fall between 5% and 13%, marking a sharp decrease from the double-digit growth seen in previous years. The company attributed this decline to the "painful" price cuts imposed by the Trump administration, which has reduced the average price of its weight loss medications from over $1,000 per month to $350.
The expiring patent protections for semaglutide, the main ingredient of Novo's obesity and diabetes treatments, have also increased competition in the market. Generic drugmakers can now produce cheaper versions of Novo's drugs, further contributing to the decline in sales.
Despite these challenges, Novo remains optimistic about its long-term prospects, with CEO Mike Doustdar stating that he hopes the current pricing pressure will be an "investment for our future." The company plans to focus on selling higher volumes of obesity and diabetes medications over the coming years, driven by lower prices.
In contrast, Eli Lilly's forecast for 2026 sales is significantly stronger, with estimates ranging from $80 billion to $83 billion. Lilly's Mounjaro jab has shown promising results in clinical studies, leading to a valuation of over $1 trillion, making it the first pharmaceutical company to achieve this milestone.
GSK, another major pharmaceutical company, has also adjusted its sales forecast for 2026, predicting growth between 3% and 5%. The company is taking steps to adapt to changing market conditions, including cutting costs and investing in new research and development initiatives.
. I mean, who doesn't love a good deal on medication? But at the same time, I get it - Trump's price push is pretty harsh 
. It's like he's trying to help people save money, but in doing so, he's also kinda killing Novo Nordisk's bottom line 
.
. But I'm intrigued by Eli Lilly's Mounjaro jab - if it really is the game-changer they say it is, that's some exciting news 
. And GSK adjusting their sales forecast? That's like a big sigh of relief 
.
. It's a tough market out there, but innovation and adaptation can take you pretty far 
.
Novo's situation right now is kinda like that. They're selling their meds cheaper, but it also means they're making less money per pill. The problem is, who gets hurt in this scenario? 
Maybe we can learn from this: when something gets cheaper, don't just assume it's all good news... there are always trade-offs involved 
. On one hand, it makes sense that cheaper meds would cut into sales, especially with generics entering the market 
. But on the other hand, I'm curious to see how Novo plans to adapt and focus on selling more volume of their meds 
. And Eli Lilly's numbers are just wild 
.
We gotta ask ourselves if we're just throwing money around for some fancy meds or if we're actually investing in people's well-being 
. Maybe it's time for us to rethink how we approach healthcare and pharmaceuticals? We need to make sure everyone has access to the meds they need, not just those who can afford 'em 
. Like, $350 a month for weight loss meds? That's actually pretty affordable 
. Eli Lilly's Mounjaro jab sounds promising though 
! GSK's focus on R&D is a good move too 
. Maybe we'll see some innovative solutions emerge from this pricing pressure? 
? i mean, i get it, prices need to be reasonable, but 50% cut is just crazy talk 
anyway, its clear that pharma companies gotta get creative and focus on selling more meds instead of just raking in the cash