NOVO — April 2026
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Alberto> Compounding er i alt fald i FDA´s søgelys, jeg tror der vil være strammere regulering fremover, det er sikkert også en del at aftalen med US mht prisreduktioner. HIMS har set skriten på vægen ser det ud til. Ja det er fedt vi kan tale sammen på en ordentlig måde, det sker ikke så meget på andre platforme. Så en stor tak til Helge også.
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"The U.S. Food and Drug Administration has asked Eli Lilly for more data on liver injury linked to its newly approved obesity pill, according to a letter posted on the health regulator’s website". https://www.cnbc.com/2026/04/14/fda-safety-data-eli-lilly-foundayo.html
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Børssen 14/4 22:25 "FDA vil have flere data på Eli Lillys fedmepille efter leverskade". https://borsen.dk/nyheder/virksomheder/fda-vil-have-flere-data-pa-eli-lillys-fedmepille-efter-leverskade Dvs. Eli Lilly modtager FDA's godkendelse 1. april og samme dag beder samme myndighed om en del yderligere studier.
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NBC https://www.nbcnews.com/health/health-news/fda-asks-lilly-safety-data-weight-loss-pill-foundayo-rcna331810 " the FDA said the data it has so far isn’t enough to fully understand several potential risks tied to the drug, including heart problems such as heart attack and stroke, as well as drug-induced liver injuries. The agency also wants more data on delayed stomach emptying, which is when food remains in the stomach for too long."
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(fort.) "In the approval letter for Novo Nordisk — the maker of the Wegovy pill — the FDA didn’t ask the company for additional data on liver or heart problems or thyroid cancer. The active ingredient in the Wegovy pill, semaglutide, however, was first approved in 2017 and has more safety data. Lilly’s drug uses a new active ingredient, called orforglipron."
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Novo får anbefalingen "køb" af SB1 https://proinvestor.com/investornyt/1432031/novo-far-anbefalingen-kob-af-sb1
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Tak Cupcake: Det tyder på, at FDA har givet godkendelsen til orforglipron hurtigere, end de egentlig mente var hensigtsmæssigt (måske efter pres?). Jeg tror ikke, det udvikler sig yderligere (men kan selvfølgelig nemt tage fejl), men det sætter fokus på, at Semaglotid har årevis af data bag: Hvilken ikke er tilfældet for orforglipron...
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Danske aktier i USA: Novo endte over dansk niveau https://proinvestor.com/investornyt/1432033/danske-aktier-i-usa-novo-endte-over-dansk-niveau
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Novo/Lilly: Er der en fordel til Novo Nordisk i pillen https://proinvestor.com/boards/131956
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On the pen om Foundayo https://www.youtube.com/watch?v=if5JFcTW4kQ
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Are there geopolitical reasons why Eli Lilly’s pill is being rushed to market? You don’t want the Danes to get ahead, do you? "On the Pen," som Pauly refererer til, kommer vidt omkring på 20 min. og er bl.a. meget andet dybt kritisk over for FDA’s godkendelse af Eli Lilly’s pille, som er blevet godkendt i rekordhastighed.
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Enig @Cupcake - ekstrem vigtig (undervurderet?) nyhed...havde det været Novos pille, var den bliver skudt i sænk øjeblikkeligt. Der var måske alligevel noget om artiklen, som Helge lagde op og fjernede igen, for et par uger siden...omkring potentiel levelskade ved højere doser orforglipron...har du en kommentar Helge?
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On The Pen har lagt brevet op her: https://x.com/ManOnThePen/status/2044047647816733012?s=20
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