Novo Nordisk diversifying rare disease treatments, less reliance on GLP-1
Novo Nordisk (NVO) is expanding its rare disease treatments beyond GLP-1-based therapies. Recent EU approval of Alhemo and Mim8 study results show progress in hemophilia pipeline. Plans for semaglutide filing in MASH by 2025 aim to grow metabolic disease footprint. NVO’s key hemophilia therapies include NovoSeven and Esperoct. Alhemo approved in EU for haemophilia A or B with inhibitors. Mim8 shows superior efficacy for hemophilia A patients. NVO also exploring semaglutide’s potential in MASH resolution. Eli Lilly (LLY) and Merck (MRK) are also diversifying beyond flagship drugs with new products contributing to top-line growth. NVO stock price has declined 19.6% year to date, trading at a premium to the industry with improved earnings estimates for 2025. Novo Nordisk currently holds a Zacks Rank #3 (Hold).
Read more at Zacks Investment Research: Will Novo Nordisk’s Rare Disease Bets Reduce GLP-1 Reliance? – July 4, 2025