News & Insights

Where next for Novo Nordisk?

October 24, 2025

Time to Read: 3:47 mins

In this video, Walter Scott client investment manager Murdo MacLean considers Novo Nordisk’s recent challenges and touches on what the future could look like for the Danish pharma giant.

Key points:

Unprecedented demand for GLP-1 weight-loss drug has strained Novo Nordisk and competitor Eli Lilly’s early supply.
Rival online firms have offered cheaper generic versions of these drugs by exploiting US Food and Drug Administration (FDA) loopholes.
Both Novo and Lilly have expanded manufacturing capacity and pivoted to direct-to-consumer to control pricing and margins.
New Novo CEO brings sharper execution, clearer pipeline communication, and market-focused strategy.
Novo is planning on launching the first oral GLP-1 in early 2026.

2731800 Exp: 16 January 2026

Article | Equities

Novo Nordisk: rethinking the playbook

Direct-to-client (DTC) health platforms and personalized compounded treatments may become standard practice in the rapidly evolving obesity treatment market. Walter Scott investment analyst Dr Oriana Beaumont believes that Novo Nordisk’s recent changes will help position them to effectively compete in this exciting and vast market.

IFMH | Equities

Google's AI search issue

In this video, Walter Scott client investment manager George Dent uses Google as a case study to highlight the potential profitability issues facing companies that run artificial intelligence (AI)-driven search functions.

Report | Macroeconomic

Recalculating route

BNY's commitment to insight and perspectives comes to life through our investment and market leaders who gather quarterly to debate the key issues shaping markets today.

IFMH | Fixed Income

Volatility: a key ingredient for euro credit

In this video, Insight Investment portfolio manager Fabien Collado assesses the euro corporate bond market, arguing why he believes it is in a ‘good place’.