Generic Versions of Weight Loss Drugs Will Upend the Market

减肥药通用版本将颠覆市场

Big Take

2026-02-06

17 分钟
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Shares of Novo Nordisk were down Thursday morning after Hims & Hers introduced a compounded version of its Wegovy pill. The dip came two days after Novo predicted its sales could drop as much as 13% this year as the company factors in competition from generic drugs that could crop up as its patents expire around the world. On today’s Big Take podcast, Bloomberg reporters Naomi Kresge and Amber Tong talk to host David Gura about the year ahead for weight-loss drugs, from compounded products cutting into leading companies’ market share to generics that could upend the market globally. Read more: Generic Ozempic Makers Are Coming to Upend the Obesity Market Further listening:  Welcome To Ozempictown, USA (No, It’s Not Hollywood) Cheap Ozempic Copycats Are Everywhere. Are They Safe? Hosted by David Gura; Produced by David Fox and Rachael Lewis-Krisky; Reported by Amber Tong and Naomi Kresge; Edited by Aaron Edwards. Fact-checking by Eleanor Harrison-Dengate; Engineering by Alex Sugiura. Senior Producer: Naomi Shavin; Deputy Executive Producer: Julia Weaver. Executive Producer: Nicole Beemsterboer. See omnystudio.com/listener for privacy information.
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  • It's been a little more than eight years since the FDA approved the medical use of semi-glutide.

  • That's the key ingredient in ozempic.

  • Since then, the market for diabetes and weight loss drugs has exploded.

  • 300 percent, which is the increase in U.S.

  • sales of ozempic or similar medicines between 2020 and 2022.

  • The popularity of those drugs on social media and in clinics is soaring.

  • For years, the patent for in many countries has been held by one company, Novo Nordisk.