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Anvisa approves first Brazilian Ozempic analog; EMS expects R$ 500M in sales

2 sources · 27 May 2026 · Share coverage ·

verbatim from the press ? no verbatim passage

Anvisa approved Ozivy on Monday, the first synthetic Ozempic analog developed in Brazil, in a decision that could generate over R$ 500 million for EMS in the first 12 months — equivalent to 5% of the pharmaceutical company's total revenue. The approval marks the entry of the first national competitor in the billion-dollar semaglutide market since Novo Nordisk's patent fell in March.

Press quotes (1)
Brazil Journal

"A farmacêutica disse hoje que espera faturar mais de R$ 500 milhões com o medicamento nos primeiros 12 meses, o equivalente a 5% de seu faturamento."

Resolution-RE No. 2,122, published in the Official Gazette on May 25, authorizes registration of Ozivy (semaglutide 1.34 mg/mL) as a "new medication" under the abbreviated development pathway — a technical classification that differentiates the product from traditional generics. The medication was initially approved only for treating type 2 diabetes in adults, in four presentations that include applicator pens and needles.

Press quotes (1)
Resolução Re Nº 2

"RESOLUÇÃO-RE nº 2.122, DE 25 DE MAIO DE 2026 O GERENTE-GERAL DE MEDICAMENTOS DA AGÊNCIA NACIONAL DE VIGILÂNCIA SANITÁRIA, no uso das atribuições que lhe confere o art. 100, aliado ao art. 203, I, § 1º do Regimento Interno aprovado pela Resolução da Diretoria Colegiada - RDC nº 585, de 10 de dezembro de 2021, resolve: Art. 1º Deferir petições relacionadas à Gerência-Geral de Medicamentos, conforme anexo."

EMS plans to sell Ozivy with a minimum 30% discount compared to Ozempic and will offer up to 30% margins to retail pharmacies — double the 15% that Novo Nordisk grants to retailers. The strategy aims to accelerate distribution in a market where five other synthetic analogs and one biological still await Anvisa approval. The product should reach pharmacies in 30 to 60 days, after price ceiling definition by the Medication Market Regulation Chamber.

Press quotes (1)
Brazil Journal

"O Ozivy será vendido com um desconto de pelo menos 30% em relação ao Ozempic – e para atrair o apoio das drogarias, a EMS disse que vai garantir uma margem maior para o varejo. Enquanto o Ozempic deixa uma margem de cerca de 15% para as farmácias, a EMS sinalizou que os produtos análogos podem deixar o dobro disso conforme a concorrência aumentar no setor."

1. What we know (1)

EMS was the first company to obtain approval for synthetic Ozempic analog in Brazil after patent fall in March 2026

2 sources Brazil Journal InvestNews
2. Where coverage thins out (2)

Covered by only some sources, or where the accounts diverge.

Covered by only some sources (2)

Ozivy needs to be kept refrigerated between 2°C and 8°C before and after treatment start, different from Ozempic which can stay at room temperature after first opening

Reported by: InvestNews
Did not cover: Brazil Journal

EMS invested R$ 1.2 billion over a decade in peptide factory with capacity for 40 million pens annually

Reported by: InvestNews
Did not cover: Brazil Journal
3. What we don't know yet (3)
  • When exactly will Ozivy reach pharmacies and what will be the final consumer price?

    Why it's still unknown: Commercialization depends on maximum price definition by CMED, with 30 to 60 day forecast, but no specific date confirmed.

  • What is the technical difference between the abbreviated development pathway used for Ozivy and the approval processes of the five other analogs under Anvisa analysis?

    Why it's still unknown: Sources mention other products are under analysis, but don't detail specific technical criteria or stage of each process.

    Did not cover: Brazil Journal InvestNews
  • How does classification as 'new medication' instead of generic affect bioequivalence requirements and required clinical studies?

    Why it's still unknown: Sources explain the classification but don't detail the specific technical approval criteria used by Anvisa.

    Did not cover: Brazil Journal

All sources

2