NOVO — August 2025
-
Novo får skåret en stor luns af kursmålet af
Goldman Sachs https://proinvestor.com/investornyt/1346551/novo-far-skaret-en-stor-luns-af-kursmalet-af-goldman-sachs -
Novo Nordisk: Kortsigtet er Mike Doustdar i kamp mod tiden og investorerne https://proinvestor.com/boards/127565#127567
-
Rettet / justeret lidt fejl i analysen:: https://proinvestor.com/boards/127440/$/127570
-
Det er fint nok med kursanalytikere. Desværre kommer de fleste forsent med advarsler, ofte når aktien er faldet. Jeg ser selv på teknisk analyse og - ja pt. ser det slemt ud og ingen (på nær et par stykker) kan se hvad der skal stoppe nedturen...Og det er jo netop et af de sikre tegn; for så har alle solgt ud. og de store penge kommer og siger haps.Se i disse væk fra TA og se på hvad der sker i firmaet rent ledelsesmæssigt.Jeg synes at det lyder rigtigt som det er sket. Og 100 mia i overskud.
-
Novo-investor indgiver søgsmål om påvirkningen fra vægttabsefterligninger https://proinvestor.com/investornyt/1346723/novo-investor-indgiver-sogsmal-om-pavirkningen-fra-vaegttabsefterligninger
-
Investeringsstrateg om Novo: Fokus på blandt andet vægttabspille og Cagrisema i den kommende tid https://proinvestor.com/investornyt/1346710/investeringsstrateg-om-novo-fokus-pa-blandt-andet-vaegttabspille-og-cagrisema-i-den-kommende-tid
-
Novos opsagte partner skuffede med omsætningen - aktien dykkede https://proinvestor.com/investornyt/1347041/novos-opsagte-partner-skuffede-med-omsaetningen-aktien-dykkede
-
Tirsdagens aviser med Novo Nordisk, Nordfyns Bank og TDC https://proinvestor.com/investornyt/1347043/tirsdagens-aviser-med-novo-nordisk-nordfyns-bank-og-tdc
-
Sydbank: Søgsmål mod Novo har ingen større effekt - men indikerer brudt investortillid https://proinvestor.com/investornyt/1347082/sydbank-sogsmal-mod-novo-har-ingen-storre-effekt-men-indikerer-brudt-investortillid
-
UBS sænker til Neutral fra Køb, kursmålet sænkes til 340 fra 600
-
Whilst the level of ‘personal’ compounding is unprecedented, our experts did not expect the situation to change as there appears to be little appetite from the FDA to step in given reduced enforcement headcount at the FDA, and limited apparent threat on safety to the American public,” say UBS analysts led by Matthew Weston.
-
"They also expected that it could be politically unfavorable to limit access to the cheaper ‘semaglutide’ products that are helping over 1 million Americans achieve their health/weight loss goals.”
-
That’s not Novo Nordisk’s only challenge. It’s losing share to Eli Lilly’s line of drugs including Mounjaro, and insured channels are not taking up the medication. “Ozempic appears to have plateaued early despite strong brand awareness, which indicates a much stronger reception to Mounjaro from doctors, in our view,” say the analysts.
-
Finally, even if the Trump administration reimburses GLP-1 drugs in Medicare, so-called most favored nation demands would be offering U.S. sales at European prices, which “could significantly reduce value,” the analysts say.
-
Novo: NY FDA-vejledning omkring kopier af fedmemedicin https://proinvestor.com/boards/127593
-
Novo: Investorerne får næppe deres ønsker opfyldt, onsdag. https://proinvestor.com/boards/127596
-
Trump varsler medicinaltold i "næste uge eller deromkring" https://proinvestor.com/investornyt/1347249/trump-varsler-medicinaltold-i-naeste-uge-eller-deromkring
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind