NOVO — Maj 2026
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34 cases, 2 seriøse indtil videre: https://fis.fda.gov/sense/app/95239e26-e0be-42d9-a960-9a5f7f1c25ee/sheet/45beeb74-30ab-46be-8267-5756582633b4/state/analysis
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@Zuunes - Jeg linkede til Børsens artikel og diverse andre artikler - og så kan læsere selv vurdere om der er en sammenhæng til kurs-ridtet i eftermiddags. Det var først da "junklau spurgte (15:58) , at jeg gav min personlig vurdering.... jeg konkludere ikke noget...
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Seeking Alpha "Lilly shares under pressure after serious Foundayo adverse event report" https://seekingalpha.com/news/4584738-lilly-shares-under-pressure-after-serious-foundayo-adverse-event-report Bemærk:
"RBC Capital Markets noted that Lilly told the bank that "in line with our standard procedures, Lilly Global Patient Safety thoroughly assessed the individual report, which was submitted within days of commercial availability, and determined it was not reasonably related to Foundayo."" -
MedWatch 11:44 "Canada godkender endnu en Ozempic-kopi" + "Novo Nordisks patent på semaglutid, der er det aktive stof i lægemidlerne Ozempic og Wegovy, udløb 4. januar i Canada." https://medwatch.dk/brancher/Medicinal___Biotek/article19260010.ece
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Novo Nordisk’s Wegovy pill has created another boom in the GLP-1 drug market. Novo’s early success has upended the expectations of some investors and analysts who expected the Danish company would fall behind its U.S. rival in the oral category, as it did in injectables. Novo’s Wegovy pill head start forces investors to rethink Lilly's GLP-1 dominance
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Novo Nordisk-aktien er forud for kvartalsregnskabet, der offentliggøres onsdag, på en måned steget 20 pct. Ifølge senioranalytiker i AL Sydbank, Søren Løntoft Hansen, skyldes løftet særligt nyheden om selskabets amerikanske rival Eli Lilly, der nyligt opjusterede sine salgs-og indtjeningsforventninger kraftigt. Finans.dk
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Wegovy pille vs Foundayo. De, der ikke læser regnskaber, kan bare se på denne figur https://www.fiercepharma.com/pharma/oral-glp-1-tracker-launch-trajectories-lilly-foundayo-novo-wegovy-pill
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Fin graf
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Synes det er vanskelig når Lilly Direct ikke er inkluderet. Det er Novos direkte salg naturligvis heller ikke, men er det ikke noget med Eli har 1/3 af deres injektionssalg via deres egen direkte platform.
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Det ændrer samtidig ikke på at globalt vil Eli jf. produktionsmetode komme til at overgå Novo betydelig den kommende tid.
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