September 4th, 2025 | 07:05 CEST
What comes after the weight loss injection? How does BioNxt intend to outperform Eli Lilly and Novo Nordisk?
The weight loss injection is all the rage. Not only are celebrities shedding significant pounds with it, but many people in our own circles are also losing weight effortlessly thanks to modern GLP-1 receptor agonists. Many patients report that they simply do not feel hungry anymore. This is already having an impact on the restaurant industry in the US – people are ordering more salads and splitting desserts. With Wegovy and similar drugs, one to two teaspoons of tiramisu is enough. But this billion-dollar market is far from reaching all patients. What groundbreaking developments in modern weight loss drugs are already in the pipeline, and how can investors benefit?
time to read: 3 minutes
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Author:
Nico Popp
ISIN:
Bionxt Solutions Inc. | CA0909741062 , ELI LILLY | US5324571083 , NOVO NORDISK A/S | DK0062498333
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Author
Nico Popp
At home in Southern Germany, the passionate stock exchange expert has been accompanying the capital markets for about twenty years. With a soft spot for smaller companies, he is constantly on the lookout for exciting investment stories.
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Weight loss injections are a huge success – but millions of patients are not sticking with them
Weight loss drugs of the latest generation are a billion-dollar market. According to experts at Grandview Research, the global market for GLP-1 receptor agonists could grow by 17.5% annually to USD 156.7 billion by 2030. But despite this enormous growth, there are still pitfalls. The new drugs are currently administered by injection. This poses problems with adherence. Adherence means "sticking with it." In any therapy, it is crucial that patients take the active ingredient regularly. However, since GLP-1 receptor agonists must be taken continuously, the injection form of administration is not ideal. Figures show that after just one year of use, only around 32% of patients still inject regularly. After two years, the figure drops to just a quarter. This suggests that the active ingredients could help patients even more if they were easier to take. We can all imagine the scenario: as soon as you reach your target weight, you occasionally skip the weekly injection or simply forget about it altogether. BioNxt, a biotech company specializing in innovative dosage forms, now wants to solve this problem.
BioNxt aims to deliver GLP-1 receptor agonists via oral film – Multiple advantages
BioNxt recently announced that it had obtained the active ingredient semaglutide to begin testing it in combination with the Company's proprietary oral film technology. Oral films carry active ingredients and dissolve under the tongue, offering several key advantages. The active ingredient works faster and bioavailability increases due to sublingual absorption. This could mean that lower doses of the expensive active ingredient are needed to achieve the same therapeutic effect. Additionally, for patients, oral films are generally easier to take than tablets or, especially, injections.
BioNxt already has experience with oral films and successfully completed its program for the administration of the multiple sclerosis drug cladribine via oral film at the end of July. MS patients in particular often have difficulty swallowing, which can be circumvented with the help of this innovative dosage form. In the second half of 2025, BioNxt plans to conduct a bioequivalence study in humans for its cladribine oral film. The initial tests of the interaction between the active ingredient and the dosage form were so positive that BioNxt is now targeting a new billion-dollar market: modern weight loss products.
Easier to take, lower costs – Patent application already in the third quarter?
GLP-1 receptor agonists without injections could solve the major problem of patient adherence and ultimately even save costs, as improved bioavailability may reduce the amount of active ingredient required. BioNxt's oral films could also play to their strengths in the treatment of children, who tend to be skeptical about injections. The Company plans to file a preliminary patent application for its oral film in combination with GLP-1 receptor agonists as early as the third quarter. Preliminary work is currently underway in the form of formulation trials, characterization of peptide stability, and production of an initial prototype.**
With its plan to offer modern weight loss drugs without injections, BioNxt is striking a chord. Goldman Sachs sees a market for both existing and new market participants in GLP-1 receptor agonists. Falling prices and expiring patent protections are creating space for innovative solutions – alternative dosage forms could reshape the market for weight loss drugs. As the Journal of Drug Delivery reports, oral thin films are poised to be the next big thing in industry. Industry experts anticipate annual growth of 13.6%, reaching USD 7.65 billion by 2030.
The weight loss market is on the move – Will BioNxt benefit?
Even today, companies such as Novo Nordisk and Eli Lilly are raking in the cash thanks to Wegovy and similar products – sales of the drug rose by a whopping 67% at Novo Nordisk in the second quarter. However, the market could start to shift in just a few quarters. Above all, innovative dosage forms will make it easier for patients to use state-of-the-art diet preparations and possibly even cheaper. With its ongoing program of GLP-1 receptor agonists for oral use, BioNxt has what it takes to secure a share of the billion-dollar market for diet drugs. Currently, BioNxt is valued at only EUR 73.7 million on the stock market.
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