NOVO — Februar 2026
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Onsdagens nyheder fra danske medier med EU, Novo og Lån & Spar Bank https://proinvestor.com/investornyt/1413322/onsdagens-nyheder-fra-danske-medier-med-eu-novo-og-lan-spar-bank
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Børsen Podcast her til middag
"Novo og FDA tager opgør med kopier: Hvad sker der så nu?" https://podcasts.apple.com/dk/podcast/børsen-investor/id1626256471 -
Novo på Bloomberg https://www.youtube.com/watch?v=v89hi_E3zWo
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Boomberg var god - Børsen det rene ingenting!! Mærkeligt at de helliger en potcast til at fremhæve selvfølgeligheder, som om lytterne ikke vidste noget som helst om industrien, firmaet mv. - Bloomberg var god, fordi den er US made og på den måde giver et billede af tankegangene derovre.. Ingen nævnte for alvor fedmeprodukternes overgang fra blockbuster (med høj pris) til nødvendig strukturel infrastruktur (med høj volumen)...
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Hansen og Larsen analyserer ugens dramatiske fald i blandt andet sølv og Bitcoin samt de seneste C25-regnskaber fra selskaber som Novo Nordisk og Vestas. Få overblikket over FDA's indgriben mod Him's & Her's fedmepille, og hvad det kan få af betydning for Novo Nordisk. De ser også nærmere på de næste træk i kampen mod Eli Lilly og fremtiden for vægttabsmarkedet. https://proinvestor.com/boards/131102
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ResearchPulse
@ResearchPulse1
Week 5 wegovy pill sales revealed. 246,000 in total for first 5 weeks!$NVI CEO Mike D just said in interview at Fox Business that after 5 weeks total Wegovy pill TRx is 246,000!
This would imply week 5 TRx at about 76,000! https://www.foxbusiness.com/video/6389074266112
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Mike D gør en god figur i interviewet på FOX News, jf. 11/2 17:37. Fin reklame og lutter soft balls gennem hele 20 minutter. Man skulle tro Bartiromo havde en andel i TrumpRx.gov.
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Investseekers
@investseekers
More than a third of patients starting Novo Nordisk’s $NVO Wegovy pill are new to GLP-1s, according to health data firm Truveta.Among 8,762 early users:
• 36% had no prior GLP-1 experience
• 21.1% switched from injectable Wegovy
• 15.8% switched from Lilly’s $LLY Zepbound
Early data suggests the oral launch is expanding the market, not just cannibalizing injections. https://www.reuters.com/business/healthcare-pharmaceuticals/more-than-third-patients-wegovy-pill
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Børsen 20:16 "Studie: Novo kaprer kunder fra hovedrivalen med Wegovy-pillen" + Næsten 16% af de patienter, der har fået en recept på Novo nye vægttabspille, var før brugere af konkurrenten Eli Lillys Zepbound." https://borsen.dk/nyheder/virksomheder/studie-novo-kaprer-kunder-fra-hovedrivalen-med-wegovy-pillen?
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HIMS er presset fra flere sider https://proinvestor.com/boards/131108
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Selv om det ser lovende ud med Novo Nordisk's nye orale GLP-1-pille er jeg stadig ikke sikker på, at fremtiden bliver nogen guldgrube for Novo og sektoren som helhed. Jeg har lavet dette lille skriv netop for at forklare hvorfor – og det handler om skiftet fra hype-drevet til moat-drevet industri: https://proinvestor.com/boards/131076/$/131109
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Næsespray Reuters "Chinese biotech aims to finish trials by 2028 for spray with Wegovy active ingredient" https://www.reuters.com/business/healthcare-pharmaceuticals/china-biotech-aims-finish-trials-by-2028-spray-with-wegovy-active-ingredient-2026-02-10/
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ResearchPulse
@ResearchPulse1
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37 min
It has long been rumoured that $NVO would launch wegovy in vials in US. If that happens it will be priced lower than current cash pay prices for wegovy.Those prices are currently $199 for your two first low doses. Thereafter $345 for the rest.
Novo also expects to launch wegovy in their multi dose FlexTouch pen later this year
FlexTouch is the same pen Ozempic is sold with in US. And same pen all other countries than US have for wegovy.
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