NOVO — Februar 2026
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Det går den rigtige vej. Er fortsat nervøs for shortage igen.
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Kan se mit lige oplagte link til skrivelsen rundt til markedsaktørerne for Novo og Lilly i kombo er fjernet. Må man ikke lægge links op evt uden beskrivelse, eller hvad er årsagen til dette. Beklager overtrædelse evt., kender ikke reglerne og synes det var meget relevant viden at få delt.
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Ukendtinvestor..Dit link er allerede postet af mig i går aftes her i chatten med behørig følgetekst.
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Kl. 21.24
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ResearchPulse
@ResearchPulse1
·Correction. TRx is HIGHER than what media reported.
The correct Symphony TRx is 54,038 and NOT TRx52,299Media reports NRx and not TRx.... Same mistake last week.
Updated correct TRx below.
Accordingly Symphony then Wegovy pill sales grew 38,9% over week 5.
Remember that its IQVIA data that's considered "king" data. Those will be published in 3 hours. But they will be fairly close to Symphony .
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Pokkers, det kan jeg ikke se. Jeg sidder fra iPhone og iPad. Jeg kan fx nu kun se tilbage til kl. 15:40 i går.
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Du burde kunne se det. Det var i går: 19/2 2026 21:24 af ProinvestorNEWS
Novo Nordisk, Eli Lilly Sending Cease-and-Desist Letters Over Compounded Semaglutide (link) -
Super. Skal jeg have fikset. Misser meget info på den front.
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Bruger det rullenedvindue/mindre vindue i højre side,
hvor Novo er nr 51 at vælge mellem -
Du kan gå til chathistorik. Her kan du på fuld skærm læse tilbage til 2009.
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Recepttal for Wegovy-pillen vidner om stærk vækst men fortæller ikke alt pointerer analytiker https://proinvestor.com/investornyt/1413708/recepttal-for-wegovy-pillen-vidner-om-staerk-vaekst-men-fortaeller-ikke-alt-pointerer-analytiker
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Novo nærmer sig vigtige data: Danske Bank spår tæt løb https://proinvestor.com/investornyt/1413710/novo-naermer-sig-vigtige-data-danske-bank-spar-taet-lob
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$NVO gets a price target cut from David Evans at Kepler Cheuvreux.
PT lowered to DKK 400 from DKK 430, with the Buy recommendation maintained.
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Winkel foreslået til Novos bestyrelse https://borsen.dk/nyheder/virksomheder/novo-foreslar-genmab-topchef-til-bestyrelsen
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Novo Nordisk vil have Genmabs topchef i bestyrelsen https://proinvestor.com/investornyt/1413719/novo-nordisk-vil-have-genmabs-topchef-i-bestyrelsen
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Kontra
@KontraInvest
$NVO: The Oral revolution is realThe latest IQVIA data (week ending Feb 13, 2026) confirms what we've been waiting for: The Wegovy pill is indeed a massive market expander.
Total Wegovy TRx hit 319,621 (+11.9% week over week), driven largely by the pill's HUGE growth in its sixth week. -
Key Insights:
Pill power: Wegovy pill TRx reached 56,943, a +49% jump week-over-week. This accounted for nearly 18% of total Wegovy prescriptions.Market share shift: Wegovy’s share of weekly TRx rose to 36.6% (up from 33.2%), while Zepbound saw a -3.8% decrease to 552,809.
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Expansion, not cannibalization: Injectable volume is still growing alongside the pill. The oral form factor is bringing in sidelined patients who were needle-avoidant, not just switching existing users.
Starter dose dominance: Novo gained 16k in starter dose TRx while Lilly lost 4k. This is the lead indicator for future long-term volume.
These are very strong numbers and indicators!.
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