The Ozempic boom is slowing down

Novo Nordisk, the maker of Ozempic, projects that its sales growth will slow down in 2025

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Sales of Novo Nordisk’s (NVO+4.94%) blockbuster weight-loss drug Wegovy doubled in the fourth quarter, but the Danish pharmaceutical giant warns that sales growth for all its drugs — including Ozempic — is expected to slow in the coming year.

Wegovy sales skyrocketed 107% to 19.8 billion Danish Krone ($2.8 billion) in the fourth-quarter of 2024, compared with in 9.6 billion Danish Krone ($1.4 billion) during the the same period last year. The drug just beat analysts’ expectations of $2.7 billion, according to a consensus estimate from FactSet (FDS-0.73%).

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Sales of Ozempic during the quarter rose 7% to $4.7 billion.

“We are pleased with the performance in 2024, where 26% sales growth reflects that more than 45 million people are now benefiting from our treatments,” Novo Nordisk CEO Lars Fruergaard Jørgensen said in the company’s fourth quarter earnings report.

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Novo Nordisk reported that full-year sales of all its drugs grew 26% to $40.5 billion. However, the company projects that sales growth in 2025 will slowdown to between 16% and 24%.

Ozempic and prescription weight-loss drugs: How they work, what they cost, side effects, and everything to know

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Overall, the company’s profit rose 23% in the three months ending Dec. 31, reaching $3.9 billion, up from $3.2 billion in the same period the previous year. Fourth-quarter revenue increased 24% year over year to $11.9 billion, from $9.5 billion and surpassing analyst projections of $11 billion. Earnings per share came in at $0.88, exceeding Wall Street expectations of $0.83, according to FactSet.

Wegovy belongs to a class of drugs known as GLP-1 medications — made popular by Novo Nordisk’s diabetes treatment Ozempic. These drugs mimic a hormone that regulates appetite and blood sugar and have become highly sought after as treatments for obesity and Type 2 diabetes. Demand for these medications has turned Novo Nordisk and its rival Eli Lilly (LLY+1.07%), the maker of competing medications Zepbound and Mounjaro, into the largest pharma companies in the world.

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Despite strong demand, Novo Nordisk’s stock has fallen 27% over the past year. A recent dip followed the underwhelming results of CagriSema, its experimental weight-loss and diabetes drug. The medication failed to meet expectations of 25% average weight loss, with patients in a phase 3 clinical trial losing an average of 22.7% of body weight over 68 weeks.

Still, the company’s stock rose nearly 3% during pre-market trading on Wednesday following the earnings release.