NOVO — November 2023
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Vi kommer tæt på 300 mia i oms næste år. med yderligere 35-40% ebit vækst. Det bliver nogle gode udbytte dage
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MF det er de hvis ikke helt klar til at konkludere endnu. Men der er nogle indikationer der åbenbart peger den vej, jvf stor artikel i Børsen
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Det begynder at ligne en realistisk mulighed for at runde 1000 igen inden udgangen af 24
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Sørme om ikke der også lige er blevet publiceret 2 nye artikler i The New England Journal of Medicine
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Novo Nordisk A/S: Semaglutide 2.4 mg (Wegovy
) cardiovascular outcomes data presented at American Heart Association Scientific Sessions and simultaneously published in New England Journal of Medicin https://www.proinvestor.com/boards/116672 -
MF det tror jeg ikke. Det ligner lidt der skal en del nye forsøg til for at kunne fortage en sådan konklusion. Herunder H2H med andre stoffer
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A key question about the initial results, though, remained not fully answered: Is the heart benefit from Wegovy attributable to how much weight people lose while using the medicine? Or is it because Wegovy has other effects as well?
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“It remains unclear to what degree the trial findings were dependent on weight loss, concomitant reductions in risk factors, or other salutary mechanisms of GLP-1 receptor agonism,”
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“I think most of us believe that some of this is weight loss, but I think that that oversimplifies a very complex molecule, a complex receptor on multiple tissues, and I don’t think it’s as a simple as that,” he said. “That’s part of the reason why I don’t think weight loss itself is the surrogate; we have to look at the mechanism of the weight loss.”
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He expects the new findings to change treatment guidelines and “dominate the conversation” for years to come.
“This is the population who needs the medicine the most,” said Lopez-Jimenez, who had no role in the study.
In the U.S., there are about 6.6 million people like those tested in the study, experts said.
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flere er allerede ude at sige de 6,6 mio amerikanere der er i samme patientgruppe som dem der var med i forsøget. At de bør få wegovy
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6,6 mio er en oms på godt 400 mia med den nuværende netto pris i US........
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Det kan godt være novo i går meldte ud om 42 mia investering i ny giga fabrik i DK. Men der burde komme en lignede eller endda endnu støre investering i US.
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Fra mit indlæg på Linkedin:
Claus JohansenView Claus Johansen’s profile • 1st Founder and CEO GlobalHealthInvest
6m
"Ja det er vildt flotte data. Og folk klappede meget efter præsentationen her i Philadelphia. Med ingen “nasty”
overraskelser, så tegner det godt for Novo"! -
MF: LLY har et ligende studie. Det forventes dog først at afrapportere i 2027. Så Novo er alt andet lige alene i 3-4 år med den indlægsseddel
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