GLP-1 TV · News & media · views checked Oct 2026
Novo Nordisk CEO on Hims Suit, Wegovy Demand and Pricing
Our summary
In this Bloomberg Television interview, the Novo Nordisk chief executive responds to questions about Hims & Hers, the company's 2026 outlook, its oral Wegovy pill and its search for acquisitions. The host notes that Hims & Hers released a copycat version of Novo's oral GLP-1 and later scrapped it, and that the FDA moved quickly against it. The CEO says he was happy about the response and calls the scale of compounding something the company has never understood. He argues compounding should be limited to a few individuals, such as people who react badly to the company's medication, and he raises concerns about active ingredient from unknown sources.
General education as published by the channel. Not medical advice, and not an endorsement.
Where Wegovy costs least today
The three cheapest partner programs for Wegovy, all in per month, checked weekly. Brand Wegovy and compounded versions are different products; each row says which it is.
What else the video covers
The CEO says the company filed a patent infringement lawsuit against Hims & Hers that covers semaglutide intellectual property as a whole, not only the pill. On 2026, he says the biggest unknown is volume. According to him, price cuts take effect on day one while volume grows gradually, so this is a year of pricing headwind. He says the pill had 246,000 people after five weeks, but it starts from zero while more than $30 billion of injectable sales were repriced. He describes the $149 starting price for the pill as very affordable and says uptake has been 15 times better than the Wegovy injection launch and more than twice as good as a competing product.
He adds that no one knows whether pills could one day exceed injectables, but says shared manufacturing sites and raw materials let Novo shift between the two. He says about 90% of pill patients are new to GLP-1 and that the pill is made in North Carolina from start to finish. On deals, he says Novo is both shopping and being approached, cites its approach to the Metsera bid as an example of financial discipline, and says he has no target number of deals, only the right ones.
Our summary of what is said, in our words. Doses, results and prices are the speaker’s, not advice.
Takeaways
The main points, in the order they come up. Tap a time to play from there.
- 0:00 The CEO says he was happy with how fast the FDA and DOJ referral moved against the Hims & Hers copycat pill, and that mass compounding is no longer individualized medication.
- 1:33 He says Novo's patent lawsuit covers semaglutide intellectual property broadly, and that compounding should be reserved for a few individuals, such as those with allergic reactions.
- 2:38 He names volume as the biggest 2026 unknown, saying price cuts hit on day one while the pill had 246,000 people after five weeks.
- 3:49 He says the $149 pill price is very affordable, with uptake 15 times better than the Wegovy injection launch.
- 5:22 He says the pill is made entirely in North Carolina, and that about 90% of pill patients are new to GLP-1.
- 6:54 He says Novo is both shopping and being approached for deals, and is looking for the right target rather than a set number.
Key moments
From the creator's own chapters. Tap one to play from there.
What the video says
As stated in the video, not checked by us. Doses and results are the speaker’s, not advice.
- Medication
- Wegovy
- Who is speaking
- News or media
Questions this video answers
Why is Novo Nordisk suing Hims & Hers if the pill was withdrawn?
According to the CEO, the lawsuit is about the semaglutide intellectual property as a whole, not just the pill. He says Novo believes compounded products should not be marketed to the masses, and that compounding should be limited to a few individuals, such as those with an allergic reaction to its medication.
How many people have started the Wegovy pill and what does it cost?
The CEO says 246,000 people were on the pill after five weeks. He says the starting price is $149 and describes it as very affordable, with uptake 15 times better than the Wegovy injection launch.
Where is the Wegovy pill made?
The CEO says the pill is made in the U.S. from start to finish, with the API produced, then filled, formulated and packaged in North Carolina. He contrasts this with peers who he says source API from China and use Ireland for filling.
Will Novo Nordisk cut the price of its pill further?
The CEO says $149 is where the company is for now and that the focus is on volume uptake. He adds that pricing in this market will be looked at day by day, week by week and month by month.
Videos on the same question
The closest videos in the library by what is said in them, not by title.
HIMS: Compound Semaglutide OUT, Branded InThe host of On The Pen opens this March 9 live stream with news that Novo Nordisk and Hims & Hers have reached a deal.
HIMS Slides 25% After NVO Sues Company Over Generic GLP-1 PillsAccording to the video, a Schwab Network Morning Trade Live segment covers Hims & Hers pulling its compounded semaglutide pill after Novo Nordisk threatened legal action.
Semaglutide Wars: Novo Sues Hims over Patent InfringementThe host of On The Pen says a lot happened in the three days before this February 9, 2026 live stream.
Novo Sues Amble, Drops Wegovy Starting PriceIn this short live stream from the On The Pen GLP-1 News channel, the host goes over two stories from that day.
The FDA Just Shut Down 503B Compounded Semaglutide | DOWNSIZED LIVE!This is a live episode of the DOWNSIZED show hosted by Christopher and Lorraine Durham, who say they have lost over 150 pounds together on Zepbound.
Novo Nordisk vs. Compounded Semaglutide: What It Means for YouIn this live news update, Christopher Durham of the DOWNSIZED channel says Novo Nordisk has asked the FDA to put compounded semaglutide on the demonstrable difficulties for compounding (DDC) list.
Read next
Our guides closest to what this video covers, with prices checked weekly.
- Compounded semaglutide vs Wegovy: same molecule, different rules, and what the price gap buys
Same molecule, not the same product: Wegovy is FDA-approved and $349/mo from Novo; compounded semaglutide is unreviewed and far cheaper. The gap, live.
- CagriSema: FDA decision due by the end of 2026, no price yet, and how it compares with Zepbound and Wegovy
CagriSema is not FDA-approved and has no price yet. Novo Nordisk filed it with the FDA on December 18, 2025 and expects a decision in the fourth quarter of 2026, with a full US launch at the start of 2027. In REDEFINE 1 it cut weight by 20.4% at 68 weeks, but head to head it trailed tirzepatide, 20.2% against 23.6%. Until it launches, compounded semaglutide starts at $69 a month on our board.
- How much does Wegovy cost: the pen, the pill, insured, cash, Medicare and compounded, in one table
Wegovy costs six different amounts depending on who is paying. A commercial plan that covers it brings it to $25 a month with Novo's card, capped at $100 of savings. Medicare covers it for $50 a month through the GLP-1 Bridge until the end of 2027. Cash, the pen is $349 a month at every dose, $199 for the first two fills if you are new, and $399 for the 7.2 mg HD pen; the pill is $149, $199 or $299 by strength. Compounded semaglutide, the same molecule without FDA approval, starts at $69 on our board. This page holds all six with their conditions and their sources.
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