A post by @FirstSquawk on X.

Novo Nordisk CEO said the Wegovy pill continues to capture roughly 80% of new oral patient starts, according to a First Squawk tweet. He attributed the improved outlook mainly to higher expectations for GLP-1 product sales. The disclosure signals that oral GLP-1 uptake is tilting toward Novo’s branded offering rather than competing oral options. It matters because GLP-1 sales expectations are central to Novo’s growth outlook and to the competitive balance in obesity and diabetes treatment. Next, watch whether that ~80% oral share holds as new oral GLP-1 entrants and supply dynamics evolve.