NOVO — November 2023
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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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Novo Skids — But These Weight-Loss Results Are 'Hard To Ignore'
Novo Nordisk stock fell Monday despite unveiling promising test results for weight-loss drugs and diabetes. Eli Lilly stock reversed higher.
Investor's Business Daily (www.investors.com)
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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
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Novo Nordisk A/S: Trading in Novo Nordisk shares by board members, executives and associated persons
Bagsværd, Denmark, 14 November 2023 — This company announcement discloses the data of the transaction(s) made in Novo Nordisk shares by the company’s board members, executives and their associated persons in accordance with Article 19 of Regulation No. 596/2014 on market abuse. The company’s board members, executives and their associated persons have given Novo Nordisk power of attorney on their behalf to publish trading in Novo Nordisk shares by the company’s board members, executives and their
Yahoo Finance (finance.yahoo.com)
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Synes, jeg for nylig læste, at medarbejderne bliver beskattet af værdien på tildelingstidspunktet. Så vil det jo være dobbelt bet, hvis kursen falder.
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Warrants er en del af lønpakken til dem der sidder i den høje ende af organisationen. At vi ser dem sælge en mindre andel af deres totale antal, tillægger jeg ingen (negativ) værdi. Alle analytikere og investorer kan jo ret tydeligt se speederen er helt i bund, og der ligger stadig meget vækst forude de kommende år
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I japan er der nu også udfordringer med restordre på ozempic https://www.japantimes.co.jp/news/2023/11/14/japan/science-health/japan-off-label-diabetes-drugs/
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I går så jeg det samme i Australien. Der er antallet af patienter på ozempic steget fra 175.000 ved udgangen af 22, til nu 268.000. Og en del bliver udskrevet til personer der ikke har diabetes. Så det skaber noget ståhej derude. Samme mønster vi ser igen ig igen. At selvom produktions volumen på ozempic er steget plus 50%, så er det stadig alt for lidt til at følge med efterspørgslen.
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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