值得注意的是，与Wegovy相比，Mounjaro目前无法通过国营国家医疗服务体系(NHS)获得，但预计明年可能会加入。而Wegovy也仅在NHS的专业肥胖诊所和有限情况下提供。尽管没有关于处方数量的公开数据，但政府表示去年NHS有能力治疗约35,000名患者。The number of individuals privately purchasing weight loss medications in the United Kingdom continues to grow, with Eli Lilly and Co's Mounjaro gradually surpassing Novo-Nordisk A/S's Wegovy, becoming the new favorite among Consumers.
According to Zhiyun Financial APP, data from online pharmacies shows that the number of individuals privately purchasing weight loss medications in the United Kingdom continues to increase, with Eli Lilly and Co (LLY.US)'s Mounjaro gradually overtaking Novo-Nordisk A/S (NVO.US)'s Wegovy, becoming the new favorite among Consumers. This phenomenon signifies that the American pharmaceutical company Eli Lilly is gradually closing the gap in the competition against its rival Novo-Nordisk in the European market. Multiple online pharmacies and patients have reported that Mounjaro is favored for its more significant weight loss effects, despite its starting dosage being priced 40% higher than Wegovy.
Specifically, six online pharmacies and two patients stated that Mounjaro's strong efficacy has attracted a large number of Consumers, rapidly increasing its market share in the United Kingdom. James O'Loughlin, CEO of Chemist4U, noted that Mounjaro's sales have constituted about 70% of the weight loss medication sales in their pharmacy over the past three to four months. Additionally, Chemist4U and another online seller, Simple Online Pharmacy, estimate that currently up to 0.5 million people in the United Kingdom are using these two medications through private online pharmacy prescriptions.
It is worth noting that, compared to Wegovy, Mounjaro is currently not available through the National Health Service (NHS), but it is expected to be included next year. Wegovy is also only provided in specialized obesity clinics within the NHS and under limited circumstances. Although there are no public data on the number of prescriptions, the government has stated that last year the NHS was capable of treating approximately 35,000 patients.
Eli Lilly and Co's Mounjaro was launched in the United Kingdom this February, being one of the first markets outside the USA and one of the few countries that competes directly with Novo-Nordisk A/S. Meanwhile, Analysts estimate that the Global weight loss medication market could reach a scale of up to 150 billion dollars annually within the next decade, with the United Kingdom, as one of the more populous markets in Europe, being significant for the launch of these two medications.
Pharmacies have indicated that these two medications have been sufficiently supplied since the end of the summer shortage. In terms of pricing, the starting dosage of Wegovy sold online is priced at 109 British Pound per month, while Mounjaro is priced at 115 British Pound.
Novo-Nordisk A/S, with its market-leading position, has become one of the largest companies by Market Cap in Europe, but since June, its Market Cap has shrunk by approximately 16% due to intensified competition with Eli Lilly and Co. Meanwhile, Eli Lilly and Co is also catching up with Novo-Nordisk A/S in the USA market, where, in the week ending November 29, the prescription sales of Novo-Nordisk were close to 0.2 million, while Eli Lilly sold over 0.176 million units. Benefiting from this rapid growth momentum, Eli Lilly's stock price has surged about 37% this year, far exceeding Novo-Nordisk’s 12% increase.
According to pharmacies and patients, clinical trial data for the two drugs shows that Mounjaro can help people lose nearly 23% of their weight when combined with a healthy diet and exercise, while Wegovy results in an average weight loss of 15%. Additionally, a recent study directly compared the weight loss effects of the two drugs and indicated that Mounjaro was more effective under the same trial parameters.
It is worth mentioning that several cases have shown that many consumers who originally used Wegovy chose to switch to Mounjaro after learning about its significant weight loss effects. For example, a 54-year-old financial services worker switched from Wegovy to Mounjaro and lost more weight in the first month.
In summary, Mounjaro is gradually emerging in the United Kingdom market with its more significant weight loss effects, becoming a new choice for consumers looking to lose weight. This phenomenon not only reflects consumers' high concern for the effectiveness of weight loss medications but also predicts intense competition in the future weight loss drug market.
