Peptide News Digest

#Market-Share

3 stories

Industry · View digest

Oral GLP-1 Tracker (Fierce Pharma May 15-16): Wegovy Pill Scripts Decline for First Time Since January Launch; Foundayo Week 5 +40% W/W to 10,248

Fierce Pharma's Oral GLP-1 Tracker reported the first weekly decline in Wegovy pill prescriptions since the January 5, 2026 launch: scripts dropped from ~143,000 to ~137,000 in the week ending May 8. Total Wegovy (injectable + pill) scripts climbed 1.3% w/w to ~446,000, taking obesity GLP-1 market share to 40.5%. Eli Lilly's Foundayo posted Week 5 IQVIA prescriptions of 10,248, up 40% w/w from Week 4's 7,335 — the steepest weekly growth in the launch series, attributed to mid-May commercial access activation at two of the three largest US PBMs. The cumulative US Wegovy pill user count crossed 1 million per Novo CEO Doustdar's May 14 commentary; the Wegovy injectable continues to be the largest US GLP-1 single-product line. The Wegovy pill plateau and Foundayo acceleration narrow the trajectory gap that has defined the oral-GLP-1 race since April.

Industry · View digest

Wegovy Total Scripts Hit 446,000/Week with 40.5% Obesity GLP-1 Market Share — Injectable Strength Holds Despite First Pill Decline

Even with the first weekly Wegovy pill prescription decline since launch (~143K to ~137K week-ending May 8), the total Wegovy franchise (injectable + pill) climbed 1.3% week-over-week to approximately 446,000 prescriptions per the Fierce Pharma IQVIA tracker. Market share in the US obesity GLP-1 segment ticked up 0.1 percentage points to 40.5%. The injectable Wegovy 2.4 mg and Wegovy HD 7.2 mg formulations remain Novo's commercial anchor; the pill is the growth narrative. The 1.3% w/w injectable Wegovy growth aligns with Novo's H2 2026 international expansion plans and the EU approval expected before year-end. The data also confirms Zepbound (tirzepatide for obesity) continues to grow share faster than Wegovy on an absolute volume basis — the head-to-head dynamic that Cantor Fitzgerald and Barclays both cited in their May 5 LLY price target raises.