NOVO — Januar 2025
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Life Science vinderaktier 2024 – sådan gik det https://proinvestor.com/investornyt/1262130/life-science-vinderaktier-2024-sadan-gik-det
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https://finance.yahoo.com/news/trump-says-going-knock-middleman-191231356.html Trump havde pressemøde igår. Han fortalte at han, Rfk mfl havde haft møde med LLY PFE og var kommet frem til at det var mellemmænd der var skyld i de høje medicinpriser og at disse mellemmænd skulle fjernes.
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Hvis mellemmændene fjernes fra kæden, vil de typisk miste deres indtægter, hvilket kan føre til lavere medicinpriser for forbrugerne. I dette scenario ville Eli Lilly (LLY) og Novo Nordisk (NVO) ikke nødvendigvis skulle sænke deres priser direkte; det kunne være, at priserne falder mere som følge af, at mellemmændene ikke længere tager en del af kagen.
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Novo Nordisk pairs up with Variant to plumb the genome for new metabolic disease targets https://firstwordpharma.com/story/5925565
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FDA sets bar for obesity drug development as competition heats up https://firstwordpharma.com/story/5925777
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"- Novo er fortsat den mest spændende væksthistorie i den europæisk farmaindustri og er godt placeret til fortsat at drage fordel af den store efterspørgsel efter GLP-1-medicin på kort sigt, begrunder UBS." UBS sænker dog sit kursmål for Novo-aktien til 750 kr. fra 1100 kr.
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UBS: Novo remains the most exciting growth story in European pharma and is well placed to
continue to benefit from the high demand for GLP-1 medications near-term. We are
confident in a positive inflection of GLP-1 trends in 1Q25 as we expect a pick up in
demand following muted TRx growth in the US in 4Q, in-line with seasonal demand for
other weight loss products. -
The CagriSema P3 data in obesity was undoubtedly
disappointing but it is still a higher efficacy treatment that could still show differentiation
in type-2 diabetes in REDEFINE 2 (readout 1Q25). -
Our previous DKK1,100 price target assumed Novo could sustain risk adjusted
peak sales of $80bn for a decade, we now assume $75bn risk adjusted peak sales and
sales erosion from 2032 in our DKK750 price target, which reflects the lower
sustainability of the franchise with weaker CagriSema data. -
Novo løftes til "køb" af schweizisk storbank: Kursfald er "overgjort" https://proinvestor.com/investornyt/1262639/novo-loftes-til-kob-af-schweizisk-storbank-kursfald-er-overgjort
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