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Poviztra and Extensior, the new products from the Danish pharmaceutical company with local production and distribution, are expected to arrive in Brazilian pharmacies in October, with prices up to 10% lower.
The search for medications that help control type 2 diabetes and treat obesity has just entered new chapters in Brazil.
After establishing a partnership with Eurofarma, Danish giant Novo Nordisk is preparing to launch two new brands of the injectable semaglutide molecule, promising to expand access to therapies that are already a global reference under the names Ozempic and Wegovy.
The new products, named Poviztra and Extensior, are expected to begin hitting shelves this October, initially in large pharmacy chains and later in clinics and hospitals across the country.
The industry expects new drugs to cost at least 10% less than the reference versions—a reduction made possible by local production and distribution via Eurofarma, which should reduce logistical and tax costs.
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Strategic partnership to make treatment more accessible
The alliance between Novo Nordisk and Eurofarma has a clear objective: to popularize semaglutide in the Brazilian market.
While the European company remains responsible for the molecule's innovation and production, the Brazilian company takes on distribution and commercial promotion, which could allow for more competitive prices and a stronger presence at points of sale.
"The goal is to maintain the same quality and clinical efficacy standards as the original drugs," said executives from both companies. "The doses of Poviztra and Extensior will follow the same standard as Novo Nordisk."
With revenue of R$11 billion in 2024 and a production of 600 million units of medicines in the same period, Eurofarma has established itself as one of the main national partners for the global pharmaceutical industry. This cooperation is seen as an important step towards reducing inequalities of access in a market still concentrated in large urban centers.
Price differences may vary by state and tax policy.
Despite the expectation of a drop in the final price, the prices of medicines in Brazil tend to vary according to the state tax burden and the discount policies of pharmaceutical chains.
States with lower ICMS tax rates, such as Santa Catarina and Espírito Santo, tend to see lower prices. Regions with higher taxes may feel less impact from the proposed reduction.
Furthermore, loyalty programs and partnerships with pharmacy chains directly influence the cost to the end consumer. In other words, the same product may have different prices depending on the location and the chain that sells it.
In practice, Novo Nordisk and Eurofarma are seeking to create a sustainable access model that combines competitiveness with quality, something that is essential in a country where spending on medicines still weighs heavily on the domestic budget.
The “Ozempic Economy” and the Billion-Dollar Dispute in the LPG-1 Market
The launch of the new products comes at a time of intense global competition. The market for GLP-1-based therapies, a group that includes semaglutide, is worth billions of dollars and has turned Ozempic into a global phenomenon.
The so-called “Ozempic economy” is now dominated by two giants: Novo Nordisk, creator of the original drug, and Eli Lilly, responsible for competitors like Mounjaro and Zepbound.
However, new pharmaceutical companies have challenged this duopoly. In August, EMS entered the game, launching versions containing liraglutide—a similar compound—with prices starting at R$307,26, further putting pressure on the competition.
This move has intensified a trade war that has affected even the largest corporations in the sector. In just 12 months, Novo Nordisk's market value has plummeted by more than 60%, impacted both by competition and the proliferation of manipulated versions and counterfeit products.
Challenges and opportunities for Novo Nordisk in Brazil
In Brazil, the landscape is even more competitive. Eli Lilly's Mounjaro has been available in pharmacies since June, increasing pressure on doctors and prescriptions.
Novo Nordisk itself, which was Europe's most valuable company during the Ozempic boom, now faces the challenge of redefining its global strategy.
Amid the turmoil, the pharmaceutical company reduced its revenue projections and changed its CEO. Analysts say the stakes go far beyond illegal copies: it's a global race for market share in one of the most promising segments of the modern pharmaceutical industry.
By investing in local production and distribution via Eurofarma, Novo Nordisk seeks to strengthen its position in Brazil, one of the fastest-growing markets in Latin America for the consumption of metabolic control and weight loss medications.
The partnership, therefore, is not just commercial: it's strategic. It represents an attempt to balance costs, increase geographic reach, and preserve consumer trust.
A new chapter in healthcare and the pharmaceutical industry
If the plans come to fruition, the “new Ozempic” should represent one of the biggest moves in the pharmaceutical industry in Brazil in 2025.
More than just a question of price, this dispute reveals how innovation, access, and commercial strategy are shaping the future of metabolic disease treatment.
The fact is that, whether due to medical need or consumer trends, the demand for semaglutide and similar drugs shows no signs of slowing down.
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