Peptide News Digest

#Prescription-Tracker

3 stories

Industry · View digest

Fierce Pharma Oral GLP-1 Tracker: Foundayo (Orforglipron) Reaches 19,879 US Prescriptions in Week 9 of Its Launch Compared With 159,000 for Novo Nordisk's Wegovy Pill (Oral Semaglutide 25 mg) at Week 22 — an Eight-Fold Prescription Gap That Spherix Analysis Attributes to Novo's First-Mover Advantage and Brand Familiarity With the Wegovy Name

Fierce Pharma's weekly Oral GLP-1 Tracker, which leverages IQVIA data and analyst notes, reports that Eli Lilly's Foundayo (orforglipron) reached 19,879 US prescriptions in its ninth week of retail launch compared with 159,000 for Novo Nordisk's Wegovy pill (oral semaglutide 25 mg) in its 22nd week. Foundayo received FDA approval April 1, 2026 and began retail shipments through LillyDirect on April 6; the Wegovy pill received FDA approval December 22, 2025 and launched in early January 2026. Adjusting for launch timing, Foundayo tracks numerically behind Wegovy pill at equivalent weeks, though Lilly executives noted on the Q1 earnings call that Foundayo's first-week pace ran ahead of the Zepbound injectable launch (2024). Spherix Global Insights analysis attributes Wegovy pill's uptake advantage to first-mover positioning and physician familiarity with the Wegovy brand name established through the injectable franchise. Foundayo's Q2 sell-in run rate implies roughly $146 million in Q2 revenue and $1.6 billion for full-year 2026 by analyst modeling.

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Novo Nordisk Wegovy Pill Surpasses 3 Million US Prescriptions in 5 Months Since January 5 Launch, 80% to GLP-1-Naive Patients

A June 7 Novo Nordisk announcement, timed to ADA 2026, said the Wegovy pill (oral semaglutide 25 mg) had surpassed 3 million US prescriptions since its January 5 launch, with one prescription filled roughly every five seconds. The first million took 12 weeks (to March 23); the next 2 million came in 10 weeks. More than 80% of new Wegovy pill scripts go to patients new to GLP-1 therapy, suggesting market expansion rather than brand switching, and the first international launches outside the US are set for the second half of 2026.

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Foundayo Week 2 IQVIA Tracker: 3,707 Prescriptions vs. Wegovy Pill's Comparable Week 18,410 — Lilly Stock Sags

Eli Lilly shares fell April 24 after the latest weekly prescription data for Foundayo showed 3,707 scripts for the week ending April 17 — behind analyst expectations. For comparison, Novo's Wegovy pill reached 18,410 prescriptions in its second week after a January launch. RBC Capital Markets analyst Trung Huynh said early comparisons should be viewed cautiously but acknowledged the uptake is 'likely to be received negatively.' Fierce Pharma launched a weekly Oral GLP-1 Tracker to follow Foundayo and Wegovy pill head-to-head.