NOVO — November 2023
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Pre-market US 99,82...ikke så meget begejstring:-(
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Bliver “pumpet” stille og roligt ned i minus, som den “plejer”
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Statnews.com og shortere på spil
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13:12
Novo Nordisk oplyser, at udviklingsdirektør David Moore som led i sin ansættelsespakke har modtaget 18.636 aktier i medicinalkoncernen.Herefter har han solgt 8217 Novo-aktier for en samlet kursværdi af 5,8 mio. kr.
Novo-aktien handles mandag midt på dagen til 709,20 kr. efter en stigning på 2,5 pct.
.\˙ MarketWire
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Citi analysts said the outlook for weight-loss drugs has been “turbocharged” by the data presented at the American Heart Association’s annual scientific meeting in Philadelphia.
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“The datasets were enthusiastically received in packed auditoriums, with discussants hailing a certain paradigm change in treatment practice,” analysts led by Peter Verdult said. “Importantly from a commercial perspective, the greatest benefit was seen in younger patients and lower BMI ranges,” they added. They have a Buy rating on the stock with a target price of 815 Danish kroner, implying 15% upside to Monday’s price.
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Enig Nohope. Novo skal da forfølge de muligheder der er. og AD i sig selv kan blive et giga marked idet der pt ikke rigtigt er nogle stoffer der giver ret meget effekt
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Jeg tror de kommer til at øge udgifter til senfase studier mega max meget de kommende år. CagriSema bliver startet op i flere store forsøg. Uden at vide det, så gætter jeg på CagriSema har patent frem til noget i retningen af 2040
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Bank of America analyst Geoff Meacham says the results of Novo's Select study support much broader insurance coverage of weight-loss drugs.
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According to our (key opinion leaders), the Select results will be 'hard to ignore' and 'payers are going to have to go along' with treatment plus coverage, which speaks to the enthusiasm we felt throughout the conference," he said in a report.
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Stort set alle er positiv overrasket over hvor solide Select data er. Stort set alle peger på forsikringerne får svært ved at undlade at dække wegovy.
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Kan forstå salen var mere end fyldt da de præsenterede resultaterne. Det alle har snakket om hele weekenden
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Det kan godt være LLY lige havde fået godkendt zepbound. Men de fik kun 2 dage i spotlyset inden wegovy tog branchen med Storm igen
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Godmorgen
det har være nogle spændende dage. Tak for din opfølgning troldmand. Ny data vil hjælpe med en god tiering hos forsikringerne også selvom den er lidt dyrere end Zepbound.
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