NOVO — Januar 2026
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Ukendtinvestor: Hvem mangler overblik over kapaciteten?. Jeg tror ikke Novo Nordisk gør.. De har sagt højt og tydeligt at de kan dække USA med de amerikanske fabrikker, når det kommer til Wegovy pillen.. Det uklart hvad økonomien i pillen er, det må vi vente med at se når der kommer regnskaber og dertil udtalelser.. Det bliver pt meget svært at kopiere pillen, især med en vægttabsprocent på det samme.. Kopisterne skal lave studier der viser at deres pille er tilsvarende god.
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US luk: +9,12% .
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God morgen. Paulo: Ja tænker på pillen. Godt at læse. Zuunes: Dækning af pillen kommer an på efterspørgslen. Jeg er nervøs for at den er mere massiv, end de har regnet med. Det er addon, med behov for daglig pille så for hver person de får på der skal der leveres flere, og flere.
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Amazon Pharmacy: WEGOVY 1.5 MG TAB
Transfer your prescription for WEGOVY 1.5 MG TAB on Amazon Pharmacy. FREE SHIPPING for Prime members.
(pharmacy.amazon.com)
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Recept er nødvendig. Hvis det vinkles til en kardio pille, så må det i nemmere grad kunne være en mulighed at købe pillen uden receptskrav. Så den kommer i massemarked/supermarked a la en vitaminpille.
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Godmorgen
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@CyclesWithBach
$NVOI don't think people truly understand this! We have only had such a technically bullish setup two times previously and now we have a third! :
1984/1985
2002/2003 .Monthly TMO has flipped positive - Previously if you bought the monthly TMO flip you would be rewarded with +1000% 10-12Y out! https://x.com/CyclesWithBach/status/2012255800316539359
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Flere recepter er udskrevet end de offentlig tilgængelige; https://ditlev.substack.com/p/novo-nordisk-nvo-the-signal-through?r=na9z&utm_campaign=post&utm_medium=web&triedRedirect=true
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TD Cowen calls the first U.S. prescription data a “solid start,” citing ~4.3k scripts in the first full week, ahead of injectable GLP-1 launches at a similar stage, but stresses that one data point doesn’t make a trend.
Analysts at Leerink Partners add that early uptake looks competitive versus $LLY ’s Zepbound launch, while emphasizing it’s still too early to assess true demand, especially before direct-to-consumer sales are fully reflected.
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Occam: The “Tip of the Iceberg”: Analysts have confirmed that this 3,071 figure excludes prescriptions filled through Novo’s own “NovoCare” platform and major telehealth partners like Ro and WeightWatchers. Since these are the primary channels for cash-pay patients, the actual launch volume is likely multiples higher than what we can see. We are looking at a visible sliver of a much larger demand wave. https://ditlev.substack.com/p/novo-nordisk-nvo-the-signal-through?r=na9z&utm_campaign=post&utm
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Enig. Der er masser af relevant information vi ikke har/får adgang til som privat dansk investor uden insider/netværk eller opsøgende power/netværk. Jeg har ingen edge. Dog har jeg fortsat kun ét selskab (siden 2022), og det er Novo og er inde med 220 % gearing pt. Tabte en betydelig formue ift mit samlede billede sidste år. Læste casen forkert, og nu er det anden case. Har ingen erfaringer med “turnarounds” så holder vejret gående frem af.
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Novo Nordisk ($NVO): The signal through the noise, JPM week, and Oral launch https://ditlev.substack.com/p/novo-nordisk-nvo-the-signal-through?r=na9z
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