NOVO — Oktober 2025
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Novo kan få nyt om de offentlige sygesikringers dækning af vægttabsmidler i USA https://proinvestor.com/investornyt/1368959/novo-kan-fa-nyt-om-de-offentlige-sygesikringers-daekning-af-vaegttabsmidler-i-usa
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Europæiske sundhedsaktier hævet til "overvægt" af Barclays https://proinvestor.com/investornyt/1369034/europaeiske-sundhedsaktier-haevet-til-overvaegt-af-barclays
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Investeringspodcasten 292 :AI, kvante, Genmab og optakt til regnskabssæsonen: https://proinvestor.com/boards/128772
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@ResearchPulse1: $NVO in a few days launch two new brand names for Ozempic and Wegovy in Brazil. With Brazilian Eurofarma.
We now get a glimpse of the prices. About 10% lower than Ozempic/Wegovy.
I don’t think 10% lower prices will move that much. But understandable when semaglutide patent doesn’t expire until marts 26. When that happens I expect the prices to drop minimum 50%.
I also expect to see somewhat similar move from NVO in Canada and China.·
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Both countries where the patent also expire early 26 https://x.com/ResearchPulse1/status/1975962817665888430
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@investseekers
$NVO ’s partnership with Brazilian drugmaker Eurofarma was announced a few days ago, and it’s already reshaping the landscape for diabetes and obesity treatments in Brazil.Starting in October, Novo will launch two new locally produced versions of semaglutide, Poviztra and Extensior, distributed by Eurofarma. The goal: make the drug more accessible by cutting prices up to 10% lower than Ozempic and Wegovy through local manufacturing and reduced logistics and tax costs.
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The partnership is also strategic. Novo faces growing competition from $LLY ’s Mounjaro and cheaper local versions from EMS, while the company’s global market cap has fallen sharply amid pricing and counterfeit challenges.
By teaming up with Eurofarma, Novo Nordisk hopes to strengthen its foothold in one of Latin America’s fastest-growing markets for metabolic and weight-loss drugs.
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Godmorgen
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Torsdagens danske avisuddrag med Novo, Virogates og Tesla https://proinvestor.com/investornyt/1369271/torsdagens-danske-avisuddrag-med-novo-virogates-og-tesla
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Indigo: Nej peptider og særligt oral peptider er meeeeeeeget svære at producere end small molecules. Giga forskel.
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Min tidligere info om "fase 1/2 starter snart" var baseret på spekulationer fra 2024-analyser (f.eks. BioSpace-artikler om GLP-1-potentiale), men det har ikke materialiseret sig. Der er kun indirekte data:Observatoriske studier viser, at GLP-1-klassen (inkl. Lillys dulaglutide) reducerer demensrisiko med 15-40% hos diabetespatienter (f.eks. en januar 2025-studie fra Washington University).
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Uden dedikerede forsøg kunne de først starte fase 1/2 i 2027 (efter obesitas-godkendelse), fase 3 i 2028-2029, submission 2030+. Det giver Novo 3-4 års lead på markedet – nok til at etablere semaglutide som standard, før Lilly overhovedet kan følge trop.
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