Novo Nordisk Q2 2025 Earnings: What It Means for GLP-1s, Compounded Semaglutide, Amycretin & Obesity Treatment
- Dave Knapp
- Sep 18
- 1 min read
What it means for patients...
In this breakdown of Novo Nordisk’s Q2 2025 earnings call, I cover the biggest takeaways for anyone using or considering GLP-1 medications like Ozempic, Wegovy, Rybelsus, and semaglutide for obesity, type 2 diabetes, and related comorbidities.
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📉 Novo just lowered their full-year guidance — but why?
💊 1 million patients in the U.S. are estimated to still be on compounded GLP-1 medications, despite the May 22 FDA ruling. Novo says it’s illegal, and they’re calling out pharmacies and telehealth clinics.
🚨 Legal pressure is ramping up. Lawsuits are likely.
🌎 Wegovy is now the ONLY GLP-1 covered for obesity on CVS’s national formulary. This could change everything.
🧪 And perhaps the most exciting update? Novo’s next-gen obesity drug, amycretin, is heading into Phase 3 trials — showing up to 24.3% weight loss in earlier studies. Yes, it’s both oral and injectable.
You'll also learn about:
The future of oral semaglutide (expected launch in 2026, no supply restrictions)
The battle between branded and compounded semaglutide
CagriSema’s continued advancement in obesity care
Why semaglutide’s cardiovascular benefits are still unmatched, even versus tirzepatide (Zepbound)
What new CEO Mike Doustdar plans to do differently
This video is for patients, clinicians, advocates, and anyone needing confidence when talking to their doctor about treating obesity today — and what’s coming next.
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