{"schema_version":"1.0","type":"article","title":"Novo Pill Leads Lilly 4x, Lilly Takes 1/3 of Starts","url":"https://drugnews.com.tw/articles/2026-11-10-novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en.html","markdown_url":"https://drugnews.com.tw/articles/2026-11-10-novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en.md","lang":"en","date":"2026-11-10","publish_at":"2026-11-10T08:00:00+08:00","updated_at":"2026-11-10","category":"商業分析系列","topic":"商業分析系列","tags":["Obesity drugs","Wegovy pill","Foundayo","Novo Nordisk","Eli Lilly"],"summary":"Novo Nordisk's Wegovy pill posted Q3 2026 sales of DKK 5.39 billion (about $813 million), 4.4 times Lilly's Foundayo at $184 million. Split by region and prescriptions, Novo's international sales alone equal Foundayo, the U.S. gap is 3.4x, and Lilly holds about 23% of prescriptions while winning 32% to 40% of new patients. The gap mostly reflects the three months the Wegovy pill had the market alone after its January launch.","key_points":["Novo Nordisk reported on November 4, 2026 that Wegovy pill sales reached DKK 5.39 billion (about $813 million) in Q3 2026 with about 3.6 million U.S. prescriptions; Lilly's Foundayo sold $184 million in the same quarter, below the $217 million consensus.","Wegovy pill international sales of DKK 1.22 billion (about $184 million) equal all of Foundayo's Q3 sales; U.S. against U.S. the ratio is 3.4x, and at Novo's roughly $175 per prescription Lilly holds about 23% of combined prescriptions.","Lilly says Foundayo has 40% of new patient starts, about 32% after the IQVIA coverage adjustment cited by Novo's CEO; new-patient share exceeds prescription share mainly because the Wegovy pill launched in January 2026 and Foundayo was approved on April 1, 2026."],"facts":[{"claim":"諾和諾德第三季財報公布日","value":"2026-11-04","unit":"date","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸 2026 年第三季營收","value":5390,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸 2026 年第三季營收（美元）","value":813,"unit":"百萬美元","as_of":"2026-11-04","source":"pharmaphorum 2026-11-04"},{"claim":"Wegovy 藥丸第三季美國營收","value":4180,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季國際營收","value":1220,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季分析師預期營收","value":4620,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季營收較第二季成長","value":53,"unit":"%","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸第三季美國處方數","value":3.6,"unit":"百萬張","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Wegovy 藥丸上市以來累計處方","value":8,"unit":"百萬張","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"Foundayo 2026 年第三季營收","value":184,"unit":"百萬美元","as_of":"2026-10-29","source":"Reuters 2026-10-29"},{"claim":"Foundayo 第三季分析師預期營收","value":216.86,"unit":"百萬美元","as_of":"2026-10-29","source":"Reuters 2026-10-29"},{"claim":"禮來 2026 年第三季營收成長","value":39,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"禮來稱 Foundayo 上市以來新病人占比","value":40,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"諾和稱 IQVIA 涵蓋諾和處方比例","value":65,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"諾和稱 IQVIA 涵蓋禮來處方比例","value":"90-95","unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"Wegovy 藥丸用藥者首次使用減重藥比例（諾和執行長）","value":80,"unit":"%","as_of":"2026-11-04","source":"BioSpace 2026-11-04"},{"claim":"Wegovy 針劑第三季營收","value":20400,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"pharmaphorum 2026-11-04"},{"claim":"Ozempic 第三季營收","value":29700,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"pharmaphorum 2026-11-04"},{"claim":"諾和第三季調整後營收","value":79200,"unit":"百萬丹麥克朗","as_of":"2026-11-04","source":"Reuters 2026-11-04"},{"claim":"Foundayo 美國 FDA 核准日","value":"2026-04-01","unit":"date","as_of":"2026-04-01","source":"BioPharma Dive 2026-04-01"},{"claim":"Wegovy 藥丸 25 毫克 OASIS 4 試驗平均減重（64 週，所有受試者分析）","value":13.6,"unit":"%","as_of":"2025-09-17","source":"Novo Nordisk 2025-09-17"},{"claim":"Foundayo 17.2 毫克 ATTAIN-1 試驗平均減重（72 週）","value":11.2,"unit":"%","as_of":"2026-11-05","source":"Lilly Medical 2026-11-05"},{"claim":"兩藥美國自費起始劑量月費","value":149,"unit":"美元","as_of":"2026-08-04","source":"Mira（引述美國仿單）2026-08-04"},{"claim":"Wegovy 針劑維持劑量","value":2.4,"unit":"毫克/週","as_of":"2021-06-04","source":"U.S. FDA 2021-06-04"}],"sections":["01 | $813 million against $184 million: the pill is stopping Novo's injection bleed","02 | Same receptor, but one pill needs an empty stomach","03 | Lilly is winning more new patients than its sales suggest","04 | The counterargument: Novo's lead is more than an early start","05 | By mid-2027, watch whether Lilly reaches 30%","References"],"references":[{"title":"Novo Nordisk lifts 2026 outlook as Wegovy pill surges","source":"Reuters (via TimesLIVE","date":"2026-11-04","url":"https://www.timeslive.co.za/news/world/2026-11-04-novo-nordisk-lifts-2026-outlook-as-wegovy-pill-surges/"},{"title":"Oral Wegovy bolsters Novo in Q3","source":"pharmaphorum","date":"2026-11-04","url":"https://pharmaphorum.com/news/oral-wegovy-bolsters-novo-q3"},{"title":"Novo, Lilly battle for oral GLP-1 dominance with data tit for tat","source":"BioSpace","date":"2026-11-04","url":"https://www.biospace.com/business/novo-lilly-battle-for-oral-glp-1-dominance-with-data-tit-for-tat"},{"title":"Eli Lilly lifts revenue outlook as weight-loss shots offset Foundayo sales miss, shares jump","source":"Reuters (via Devdiscourse","date":"2026-10-29","url":"https://www.devdiscourse.com/article/international/3999015-eli-lilly-lifts-revenue-outlook-as-weight-loss-shots-offset-foundayo-sales-miss-shares-jump"},{"title":"Novo Nordisk reports adjusted operating profit of DKK 33,389 million for Q2 2026 and raises full-year outlook","source":"Novo Nordisk","date":"2026-08-04","url":"https://www.biospace.com/press-releases/novo-nordisk-reports-adjusted-operating-profit-of-dkk-33-389-million-for-q2-2026-and-raises-full-year-outlook"},{"title":"FDA approves Lilly obesity pill, triggering battle with Novo Nordisk","source":"BioPharma Dive","date":"2026-04-01","url":"https://www.biopharmadive.com/news/fda-approves-lilly-obesity-pill-orforglipron-foundayo-novo/816359/"},{"title":"Novo Nordisk’s oral semaglutide 25 mg delivered 16.6% weight loss in a newly published study","source":"Novo Nordisk (via BioSpace","date":"2025-09-17","url":"https://www.biospace.com/press-releases/novo-nordisks-oral-semaglutide-25-mg-wegovy-in-a-pill-delivered-16-6-weight-loss-in-people-with-obesity-in-a-newly-published-study"},{"title":"What effect did Foundayo (orforglipron) have on body weight in Phase 3 studies?","source":"Lilly Medical","date":"2026-11-05","url":"https://medical.lilly.com/us/products/answers/what-effect-did-foundayo-orforglipron-have-on-body-weight-in-phase-3-studies-for-weight-management-366872"},{"title":"Foundayo vs Wegovy Pill: Cost Without Insurance (citing both U.S. labels","source":"Mira","date":"2026-08-04","url":"https://www.talktomira.com/post/foundayo-vs-wegovy-pill-cost-without-insurance"},{"title":"FDA Approves New Drug Treatment for Chronic Weight Management, First Since 2014","source":"U.S. FDA","date":"2021-06-04","url":"https://www.fda.gov/news-events/press-announcements/fda-approves-new-drug-treatment-chronic-weight-management-first-2014"}],"images":[{"alt":"Figure 1 | Q3 obesity pill sales: Novo's Wegovy pill $813 million, Lilly's Foundayo $184 million","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en/figure-01.png"},{"alt":"Figure 2 | The Wegovy pill is a peptide taken at 175 mg a week on an empty stomach; Foundayo is a small molecule taken with or without food","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en/figure-02.png"},{"alt":"Figure 3 | The time gap: Novo had three months alone; Lilly wins a third or more of new patients but holds about 23% of prescriptions","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en/figure-03.png"},{"alt":"Figure 4 | Novo's lead has two layers: the early-start patient base fades as patients stop, the 2x share of new patients is the lasting gap","url":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en/figure-04.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en/cover.png","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-11-10）。Novo Pill Leads Lilly 4x, Lilly Takes 1/3 of Starts。https://drugnews.com.tw/articles/2026-11-10-novo-wegovy-pill-lilly-foundayo-oral-obesity-race-en.html","disclaimer":"This article is intended for industry research and knowledge sharing only. It does not constitute investment, medical, fundraising, or individual stock advice.","translations":{},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/","faq":[{"q":"What are the key developments in “Novo Nordisk reported on November 4, 2026 that Wegovy pill sales reached DKK 5.39 billion (about $813 million) in Q3 2026 with about 3.6 million U.S. prescriptions”?","a":"Novo Nordisk reported on November 4, 2026 that Wegovy pill sales reached DKK 5.39 billion (about $813 million) in Q3 2026 with about 3.6 million U.S. prescriptions; Lilly's Foundayo sold $184 million in the same quarter, below the $217 million consensus."},{"q":"What are the key developments in “Wegovy pill international sales of DKK 1.22 billion (about $184 million) equal all of Foundayo's Q3 sales”?","a":"Wegovy pill international sales of DKK 1.22 billion (about $184 million) equal all of Foundayo's Q3 sales; U.S. against U.S. the ratio is 3.4x, and at Novo's roughly $175 per prescription Lilly holds about 23% of combined prescriptions."},{"q":"What are the key developments in “Lilly says Foundayo has 40% of new patient starts, about 32% after the IQVIA coverage adjustment cited by Novo's CEO”?","a":"Lilly says Foundayo has 40% of new patient starts, about 32% after the IQVIA coverage adjustment cited by Novo's CEO; new-patient share exceeds prescription share mainly because the Wegovy pill launched in January 2026 and Foundayo was approved on April 1, 2026."}]}