NOVO — Oktober 2025
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Konklusionen: "At $59.63 per share, Novo Nordisk is trading near a valuation floor last seen in early 2022, offering a rare entry point into a blue-chip pharma franchise with global leadership in obesity treatment, industry-leading ROE, and a fortress balance sheet. With a forward P/E of 14 and sector median near 18, the discount alone supports 20–30% potential upside through multiple expansion. The macro setup — falling rates, defensive rotation, and tariff exemptions for U.S. plants — adds to
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the bullish case.Based on the full data set and technical confirmation of a bottom, the verdict for NYSE:NVO is a decisive Buy. Investors should monitor the $55 support zone as the critical floor and $71 target range for the next 12 months, with a bull-case stretch to $80 if EPS momentum recovers in 2026. This deep-value."
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indigo: ja. Og ja maks dosis i forsøgene er 14mg
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For lige at forviere lidt, så er 14mg dosis udgået nu. Den er erstattet af en ny pille med højere bioavailability. Et fancy ord for at novo har lavet en ny forbedret version, hvor mere af selve medicinen kan optages i kroppen. Dermed skal der en mindre dosis til for at opnå samme resultat
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Så doserne hedder nu 1mg/4mg/9mg. Og så den nye 25mg som novo venter på at få godkendt i US som nye fedme behandling
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Ja. 14mg skulle sammenlignes med 1mg ozempic. Det er nu 9mg der skal det. Så 61x api. Stadig et meget højt tal, men det øger kapaciteten af deres allerede installerede produktion
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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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