
For investors in Novo Nordisk (NYSE: NVO), 2025 has been a challenging year. After reaching a 52-week high of over $112, the stock has declined by approximately 45%, reflecting mounting competitive pressures and concerns about slowing growth in its key GLP-1 franchise. But in a dramatic turn, the company has just made a decisive strategic move.
By slashing the direct-to-consumer (DTC) prices of its blockbuster drugs, Wegovy and Ozempic, to $349 per month, Novo Nordisk has upended its own business model. This raises a critical question for shareholders: Is this a desperate reaction to market pressure, or a calculated offensive to secure long-term dominance and reignite the stock's growth?