Ozempic Users Might Experience Caloric Intake Rise Post-Discontinuation: Survey
Portfolio Pulse from Benzinga Neuro
A Deutsche Bank survey indicates that patients using Novo Nordisk's weight loss medication Ozempic may increase their caloric intake after stopping the treatment. The survey included 600 U.S. consumers, with 70% being users of GLP-1 drugs like Ozempic or Wegovy. Novo Nordisk's Wegovy shows high adherence rates and effectiveness, leading to increased demand and a €2 billion investment in a new manufacturing facility in Dublin. The growing demand for GLP-1 drugs is seen as an investment opportunity, with Jim Cramer highlighting the potential of weight-loss drugs.
January 09, 2024 | 3:14 am
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NEUTRAL IMPACT
Novo Nordisk's Ozempic and Wegovy are in focus due to a survey suggesting increased caloric intake post-treatment, which could affect patient adherence and drug demand. The company's investment in a new facility reflects the high demand for these drugs.
While the survey suggests a potential negative aspect of discontinuing Ozempic, the overall demand and effectiveness of Novo Nordisk's GLP-1 drugs appear strong. The significant investment in manufacturing capacity indicates confidence in long-term demand, which may mitigate any short-term concerns raised by the survey.
CONFIDENCE 80
IMPORTANCE 70
RELEVANCE 80