NOVO — Marts 2026
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Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs https://www.reuters.com/business/healthcare-pharmaceuticals/eli-lilly-says-some-medicare-plans-may-exceed-50-cap-weight-loss-drugs-2026-03-09/
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Novos aftale med Hims & Hers giver begrænset rygstød mener amerikanske storbank https://proinvestor.com/investornyt/1419590/novos-aftale-med-hims-hers-giver-begraenset-rygstod-mener-amerikanske-storbank
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Video: Denne episode af The Downsized News gennemgår flere vigtige udviklinger i den hastigt udviklende verden af GLP-1-medicin og fedmebehandling. Christopher og Laraine Durham gennemgår den seneste forskning, regulatoriske tiltag og brancheændringer, der påvirker folk, der bruger medicin som Zepbound, Mounjaro, Wegovy og Ozempic til at behandle fedmesygdommen. https://proinvestor.com/boards/131485
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As federal regulators intensify scrutiny of compounded GLP-1 drugs and telehealth marketing practices, two developments in early March 2026 signal a turning point for the industry: a wave of FDA enforcement actions and a high-profile resolution between Hims & Hers Health and Novo Nordisk. https://www.frierlevitt.com/articles/fda-warning-letters-hims-novo-nordisk-compounded-glp1/
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Novo Nordisk bekræfter advarselsbrev fra FDA https://proinvestor.com/investornyt/1419761/novo-nordisk-bekraefter-advarselsbrev-fra-fda
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Ad PN 16:47 - Så FDA kritiserer Novos bivirknings-systemer i denne tid, hvor semaglutid eksploderer globalt. Har Novo ikke styr på det? PS Novo fik observationerne i feb 2025 og har haft omkring et år (!) til at adressere dem, før FDA valgte at sende et egentligt advarselsbrev. Er det normalt? Og besynderligt, at modsat Novo, så kunne FDA identificere afdøde….
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Novo USA Statement vedr FDA https://www.novonordisk-us.com/media/news-archive/news-details.html
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Grupo Santander has initiated coverage of $NVO with an Outperform rating.
The bank also sets a price target of DKK 366.84.
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Olieprisen eksploderer efter USA's angreb i Iran, og frygten rammer aktiemarkedet. Hansen og Larsen analyserer, hvorfor Zealand Pharma og Gubra falder på gode data, og om Novo Nordisk har lavet en fejl med HIMS-aftalen. Hør om alt dette og meget mere i denne uges afsnit af Investeringspodcasten. https://proinvestor.com/boards/131498
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New study reveals surprising benefit of GLP-1s that has nothing to do with weight loss https://www.unilad.com/news/health/study-glp-1s-benefit-alcohol-addiction-568519-20260308?utm_medium=Social&utm_source=Facebook&fbclid=IwY2xjawQebl1leHRuA2FlbQIxMQBzcnRjBmFwcF9pZBAyMjIwMzkxNzg4MjAwODkyAAEeAAmYhLNm-DXp9ytGDHnNy0VGqkkXhU5OMYFNMwpkAZZvndMViN1zzYMuxkg_aem_R2UuYhsKFbIr6J
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Can Novo Nordisk's Hims & Hers Deal Revive Its GLP-1 Momentum? https://www.zacks.com/stock/news/2882175/can-novo-nordisks-hims-hers-deal-revive-its-glp-1-momentum
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Novo-ejer må se formuen dykke med 366 mia. kr. https://proinvestor.com/investornyt/1420536/novo-ejer-ma-se-formuen-dykke-med-366-mia-kr
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Obesity Drugs Are Getting Easier and Cheaper to Find
More apps, new markets and novel compounds will further ease access.https://www.bloomberg.com/news/newsletters/2026-03-12/obesity-drugs-are-getting-easier-and-cheaper-to-find?taid=69b295cee4ff750001000fbe&utm_campaign=trueanthem&utm_content=business&utm_medium=social&utm_source=twitter -
Novo/Eli Lilly: Nu bliver compounded et lille niecheprodukt https://proinvestor.com/boards/131511
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Kort video: Amylin er ikke færdig inden for fedme - tværtimod | Zealand Pharma, Gubra, Novo Nordisk https://proinvestor.com/boards/131518
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Wegovy portfolio growth shifts to the pill as injectable sales forecast to plateau https://www.pharmaceutical-technology.com/analyst-comment/wegovy-portfolio-growth-pill/
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Godmorgen
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