NOVO — September 2024
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Novos Semaglutid sænker muligvis risiko for overdosis med opioder https://proinvestor.com/investornyt/1218788/novos-semaglutid-saenker-muligvis-risiko-for-overdosis-med-opioder
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Novo/Zacks: Kursmål sænkes 6 pct. https://proinvestor.com/investornyt/1218787/novo-zacks-kursmal-saenkes-6-pct
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Novo Nordisk indgår samarbejde med tysk biotekselskab https://proinvestor.com/investornyt/1218808/novo-nordisk-indgar-samarbejde-med-tysk-biotekselskab
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Novo Nordisk's $600 Million Gambit Could Be a Game Changer for the Stock. Here's Why. https://proinvestor.com/investornyt/1218858/novo-nordisks-600-million-gambit-could-be-a-game-changer-for-the-stock-heres-why
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Intet nyt om Catalent endnu. Det ekstra politiske søgelys på Novo er ikke positivt. Kan fortsat ikke lide at det trækker sådan ud.
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Godmorgen
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Obesity drug developer BioAge Labs aims up to $640 mln valuation in upsized US IPO https://www.reuters.com/business/healthcare-pharmaceuticals/obesity-drug-developer-bioage-labs-targets-up-640-mln-valuation-upsized-us-ipo-2024-09-25/
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Havde planlagt at stå kontant indtil Catalent var afklaret. Dog gør de nuværende dyk at jeg overvejer at overveje at gå langsigtet og tungt ind igen.
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Men har en mavefornemmelse af, at dykkene skyldes de mange underleverandører mv der er involveret i processen omkring købene. Hvis de er pauser, eller der er slingre i valsen, så smitter det af.
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*bl.a. kan skyldes dette.
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Tror vi skal acceptere større udsving i Novo grundet vækstselskab samt massiv konkurrence i spacet. Medmindre man er langsigtet og har en god mave/styr på sig selv, så bær man være meget påpasselig.
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Novo Nordisk: 20 % ned fra toppen kan have flere årsager https://proinvestor.com/boards/122379
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Prediction: Eli Lilly Will Dominate the Billion-Dollar Weight Loss Drug Market for This Key Reason https://proinvestor.com/investornyt/1219454/prediction-eli-lilly-will-dominate-the-billion-dollar-weight-loss-drug-market-for-this-key-reason
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Helt enig Occam.
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Novo sendt til bunds af JPMorgan: Analytikere ser risiko for Wegovy-skuffelse https://proinvestor.com/investornyt/1219515/novo-sendt-til-bunds-af-jpmorgan-analytikere-ser-risiko-for-wegovy-skuffelse
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