Novo Nordisk: Why the Stock Looks Mispriced After the Wegovy Pill Approval | Investing.com

Contributing sentiments towards policy:

52% : The pill launches in the U.S. with at least about 90 days of effective exclusivity before Eli Lilly's (NYSE:LLY) oral Orforglipron is expected, and the starter price is set around $149 per month under the November deal with the Trump administration for Medicare, Medicaid and eligible cash pay patients.
44% : The three top drugs are already lined up for lower negotiated Medicare prices from 2027, and any future GLP-1 blockbuster heavily used in that system will face the same mechanism, so investors in Novo Nordisk must treat U.S. policy risk as core, not peripheral.
44% : About 74% of revenue is tied to Ozempic, Wegovy and Rybelsus, and roughly 56% of total sales come from the U.S., where Medicare price cuts begin in 2027 and political scrutiny of obesity drug costs is intensifying.
42% : That means Medicare price talks from 2027, commercial rebate pressure, and any regulatory moves on GLP-1s feed straight into margins and valuation.
41% : It creates exceptional operating leverage while demand is exploding, but also raises risk around patent cliffs, Medicare negotiations, and any safety or efficacy concerns that might surface as volumes scale.

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