Novo Nordisk is planning a strategic digital launch for its forthcoming obesity pill, targeting telehealth sites like Ro and WeightWatchers in early 2026 to recapture market share lost to rival Eli Lilly and combat the rise of copycat drugs.
GoodRx and Kroger launched RxSmartSaver at 2,200 pharmacies. Scan a code for instant discounts on brand drugs like Ozempic and Lantus.
Pfizer avoided US tariffs by offering big drug discounts (TrumpRx). This deal is a blueprint. European drug stocks (AstraZeneca, Roche) surged hoping for similar agreements to protect their crucial sales from Trump's 100% import tax threat.
Novo Nordisk was downgraded because key drug sales (Ozempic/Wegovy) are slowing. Competition and future patent loss are hurting the stock.
President Trump is hitting imports with massive new tariffs starting October 1st, targeting branded drugs (100%), heavy trucks (25%), and furniture.
Pfizer is buying Metsera for $4.9 billion to gain promising new obesity drugs. The portfolio includes four clinical treatments, like once-a-month shots and future oral pills, aiming for better efficacy and easier patient use to fight the growing obesity epidemic.
