Mike Nedelcovic

Mike Nedelcovic asked about potential supply outages for the Wegovy pill in 2026 given its strong launch and if current capacity could service sustained high demand. He also sought clarification from Martin Holst Lange on why the full weight loss potential of CagriSema might only be revealed by REDEFINE 11, not REDEFINE 4, despite trial changes.

Answer

Maziar Doustdar (CEO, Novo Nordisk) reaffirmed confidence in supplying the US market for the Wegovy pill, despite the incredible uptake, stating that the launch was timed with sufficient capacity. Martin Holst Lange (EVP and Chief Scientific Officer, Novo Nordisk) explained that while REDEFINE 4 optimized trial duration, REDEFINE 11 incorporates all learnings on flexible titration, which is crucial for driving patients to the highest target dose over a longer period, thus revealing the full weight loss potential.

Mike Nedelcovych inquired about potential supply outages for the Wegovy pill in 2026, given its strong launch, and if current capacity could meet sustained high demand. He also asked why the full weight loss potential of CagriSema would only be revealed by REDEFINE 11, not REDEFINE 4, despite trial changes.

Answer

CEO Maziar Doustdar reaffirmed confidence in Novo Nordisk's ability to supply the U.S. market with the Wegovy pill throughout 2026, despite the strong initial uptake. EVP and Chief Scientific Officer, Martin Holst Lange, explained that while REDEFINE 4 optimized trial duration, REDEFINE 11 incorporates all learnings on flexible titration from REDEFINE 1, which is crucial for driving more patients to the highest target over a longer period, thus revealing CagriSema's full weight loss potential.