I see it such that Novo is pushing the price of the drug down, causing demand to grow, and the need for a massive increase in production is greater than the capacity they can build on their own.
At current prices, weight-loss drugs are a luxury for the wealthy, and the wealthy, educated population is clearly in better shape than the middle class and has, on average, a lower need for these drugs. When the price is pushed down, the drugs become accessible to the middle class as well; in this group, the proportion of those suffering from obesity is significantly higher, and of course, the middle class itself is many times larger than the upper class.