花旗：全球制药_ GLP-1 趋势进一步加速；Wegovy 起始剂量反弹

11 Oct 2024 08:47:02 ET │ 13 pages Global Pharmaceuticals GLP-1 trends further accelerate; Wegovy starter doses bounce CITI'S TAKE GLP-1 rolling 4-week TRx growth accelerated to 260% in obesity (Wegovy +115%), and 23% in diabetes (Ozempic +31%/Rybelsus +2%/Mounjaro +87%/Trulicity -29%). We forecast Novo generating $23/$9bn in 2024e GLP-1 diabetes/obesity sales (LLY $18/$6bn) with peak sales reaching $52bn/$30bn, respectively (LLY $52/$41bn). We met with Novo/Zealand management last week on our Citi EU Healt ...