<?xml version="1.0" encoding="UTF-8"?><rss xmlns:dc="http://purl.org/dc/elements/1.1/" xmlns:content="http://purl.org/rss/1.0/modules/content/" xmlns:atom="http://www.w3.org/2005/Atom" version="2.0"><channel><title><![CDATA[Novo Nordisk: Det er fredag og &quot;receptdag&quot;]]></title><description><![CDATA[<p dir="auto">Kommentar fra Per Hansen, Investeringsøkonom, Nordnet</p>
<p dir="auto">Det er EF dag<br />
Endelig Fredag som nogen kalder arbejdsdagen.<br />
Det er også fredag, hvor der kl. ca. 08.00 kommer ugens tal om hvor mange recepter er blevet udskrevet af Wegovy pillen<br />
De første uger var der stor opmærksomhed om tallene<br />
Det skyldes formentlig at 1)Det var nyt, 2)Det var ventet med spænding 3)Der er generelt meget fokus på vægttab og især Novo Nordisk og Eli Lilly og 4)Tallene var langt større end konsensus<br />
De seneste uger har interessen for tallene været lidt mindre<br />
Det skyldes at investorerne med hensyn til vægttab har været optaget af "noget andet"<br />
Dette "andet" har været HIMS lancering af en copycat pille og efterfølgende FDA indgriben og Novo Nordisk og Eli Lilly som bruger anledlningen til at sige, at selv om der for de mange compounders ikke er "sket" noget endnu, er produktet stadig ikke tilladt. Pillen og lovligheden er helt kuk kuk.</p>
<p dir="auto">Vender fokus tilbage på de ugentlige recepttal tal og på den effekt der kommer på det samlede amerikanske vægttabsmarked, når Eli Lilly efter planen får FDA godkendelsen om lidt mindre end 2 måneder?</p>
]]></description><link>https://dev.proinvestor.com/forum/topic/395676/novo-nordisk-det-er-fredag-og-receptdag</link><generator>RSS for Node</generator><lastBuildDate>Tue, 09 Jun 2026 00:55:31 GMT</lastBuildDate><atom:link href="https://dev.proinvestor.com/forum/topic/395676.rss" rel="self" type="application/rss+xml"/><pubDate>Fri, 20 Feb 2026 05:15:49 GMT</pubDate><ttl>60</ttl><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Sun, 22 Feb 2026 11:07:38 GMT]]></title><description><![CDATA[<p dir="auto">GLP-1 wars: Wegovy maker challenges knock-off weight loss drug companies</p>
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<a href="https://eu.usatoday.com/story/money/2026/02/22/wegovy-challenges-hims-weight-loss-drug-copycats/88662632007/" title="GLP-1 wars: Wegovy maker challenges knock-off weight loss drug companies">
<img src="https://www.gannett-cdn.com/authoring/authoring-images/2026/02/19/USAT/88754133007-wwhero.png?auto=webp&amp;crop=1999,1124,x0,y0&amp;format=pjpg&amp;width=1200" class="card-img-top not-responsive" style="max-height:15rem" alt="Link Preview Image" />
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<a class="text-decoration-none" href="https://eu.usatoday.com/story/money/2026/02/22/wegovy-challenges-hims-weight-loss-drug-copycats/88662632007/">
GLP-1 wars: Wegovy maker challenges knock-off weight loss drug companies
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<p class="card-text line-clamp-3">Ozempic maker's lawsuit, FDA enforcement could curtail sales of less expensive, compounded, versions of popular weight loss drugs.</p>
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<a href="https://eu.usatoday.com/story/money/2026/02/22/wegovy-challenges-hims-weight-loss-drug-copycats/88662632007/" class="card-footer text-body-secondary small d-flex gap-2 align-items-center lh-2">



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<p class="d-inline-block text-truncate mb-0">USA TODAY <span class="text-secondary">(eu.usatoday.com)</span></p>
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]]></description><link>https://dev.proinvestor.com/forum/post/6895847</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895847</guid><dc:creator><![CDATA[ProinvestorNEWS]]></dc:creator><pubDate>Sun, 22 Feb 2026 11:07:38 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Sat, 21 Feb 2026 13:32:44 GMT]]></title><description><![CDATA[<p dir="auto">The 'Last 20 Pounds' Pill The new Wegovy is for people who never thought they would use a GLP-1.</p>
<p dir="auto"><div class="card col-md-9 col-lg-6 position-relative link-preview p-0">



<a href="https://www.thecut.com/article/new-wegovy-pill-users-postpartum-menopause.html?utm_source=twitter&amp;utm_medium=s1&amp;utm_campaign=nym" title="The ‘Last 20 Pounds’ Pill">
<img src="https://pyxis.nymag.com/v1/imgs/991/56c/726a8a48de09b0582499c791e324467d42-Wegovy.1x.rsocial.w1200.jpg" class="card-img-top not-responsive" style="max-height: 15rem;" alt="Link Preview Image" onerror="this.parentElement.remove()" />
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<a class="text-decoration-none" href="https://www.thecut.com/article/new-wegovy-pill-users-postpartum-menopause.html?utm_source=twitter&amp;utm_medium=s1&amp;utm_campaign=nym">
The ‘Last 20 Pounds’ Pill
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<p class="card-text line-clamp-3">The new Wegovy is for people who never thought they would use a GLP-1 — whether they just had a baby or are going into menopause.</p>
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<a href="https://www.thecut.com/article/new-wegovy-pill-users-postpartum-menopause.html?utm_source=twitter&amp;utm_medium=s1&amp;utm_campaign=nym" class="card-footer text-body-secondary small d-flex gap-2 align-items-center lh-2">



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<p class="d-inline-block text-truncate mb-0">The Cut <span class="text-secondary">(www.thecut.com)</span></p>
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]]></description><link>https://dev.proinvestor.com/forum/post/6895851</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895851</guid><dc:creator><![CDATA[Helge_LarsenPI-redaktør]]></dc:creator><pubDate>Sat, 21 Feb 2026 13:32:44 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Sat, 21 Feb 2026 13:31:17 GMT]]></title><description><![CDATA[<p dir="auto">More than a third of patients on Wegovy pill are new to GLP-1 drugs, study finds</p>
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<a class="text-decoration-none" href="https://www.reuters.com/business/healthcare-pharmaceuticals/more-than-third-patients-wegovy-pill-are-new-glp-1-drugs-study-finds-2026-02-11/">
reuters.com
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<p class="card-text line-clamp-3"></p>
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<a href="https://www.reuters.com/business/healthcare-pharmaceuticals/more-than-third-patients-wegovy-pill-are-new-glp-1-drugs-study-finds-2026-02-11/" class="card-footer text-body-secondary small d-flex gap-2 align-items-center lh-2">



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<p class="d-inline-block text-truncate mb-0"> <span class="text-secondary">(www.reuters.com)</span></p>
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]]></description><link>https://dev.proinvestor.com/forum/post/6895843</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895843</guid><dc:creator><![CDATA[Helge_LarsenPI-redaktør]]></dc:creator><pubDate>Sat, 21 Feb 2026 13:31:17 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Sat, 21 Feb 2026 10:05:59 GMT]]></title><description><![CDATA[<p dir="auto">Men der kommer vel et mægtningspunkt.</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895849</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895849</guid><dc:creator><![CDATA[Hyst]]></dc:creator><pubDate>Sat, 21 Feb 2026 10:05:59 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Sat, 21 Feb 2026 08:43:54 GMT]]></title><description><![CDATA[<p dir="auto">Hvis man tager de seneste 4 ugers tal, så får man en gennemsnitlige ugentlig stigning på 27%. Hvis man antager, at det fortsætter ned at vokse med denne procentsats, så vil de kommende ugers tal blive ca.:<br />
Uge 1 - 66417<br />
Uge 2 - 84347<br />
Uge 3 - 107117</p>
<p dir="auto">Efter 8 uger (ved forventet Eli Lilly godkendelse) - 353836.</p>
<p dir="auto">Bliver spændende at følge.</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895844</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895844</guid><dc:creator><![CDATA[Porter]]></dc:creator><pubDate>Sat, 21 Feb 2026 08:43:54 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Fri, 20 Feb 2026 19:33:30 GMT]]></title><description><![CDATA[<p dir="auto">tak for at dele, men er det for at gøre det extra svært at sammenligne de 2 firmaer markeds andele, at de snakker % når vi taler nvo, men antal når vi sammenligner med lly! æbler og pærer.....</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895842</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895842</guid><dc:creator><![CDATA[madcat365]]></dc:creator><pubDate>Fri, 20 Feb 2026 19:33:30 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Fri, 20 Feb 2026 12:43:48 GMT]]></title><description><![CDATA[<p dir="auto">Kontra @KontraInvest $NVO:</p>
<p dir="auto">The Oral revolution is real The 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.</p>
<p dir="auto">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.</p>
<p dir="auto">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!.</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895838</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895838</guid><dc:creator><![CDATA[ProinvestorNEWS]]></dc:creator><pubDate>Fri, 20 Feb 2026 12:43:48 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Fri, 20 Feb 2026 09:23:45 GMT]]></title><description><![CDATA[<p dir="auto">Recepttal for Wegovy-pillen vidner om stærk vækst men fortæller ikke alt pointerer analytiker</p>
<p dir="auto">20/2 10:40</p>
<p dir="auto">Recepttallene for Novo Nordisks Wegovy-pille i USA vidner om en fortsat meget stærk fremdrift og efterspørgsel.</p>
<p dir="auto">Samtidig vidner den ugentlige vækst hos Wegovy i injektionsform om, at pillen umiddelbart ikke, som man ellers kunne have frygtet, kannibaliserer receptudskrivningen på Wegovy i injektionsform.</p>
<p dir="auto">Sådan lyder det fra senioranalytiker Søren Løntoft Hansen i AL Sydbank til MarketWire, efter at fredagens recepttal fra USA viser, at der i sidste uge blev udskrevet i alt 52.299 recepter til nye patienter på Wegovy-pillen mod 38.423 recepter i uge seks.</p>
<p dir="auto">Det viser en opgørelse fra Symphony Health Solutions via Bloomberg.</p>
<p dir="auto">Ifølge senioranalytikeren er lanceringen af Wegovy-pillen måske den bedste receptmæssige lancering af et lægemiddel nogensinde.</p>
<ul>
<li>
<p dir="auto">Det er også en lancering, som ligger væsentligt over både henholdsvis lanceringen af Zepbound og Wegovy, da de blev introduceret på markedet, udtaler Søren Løntoft Hansen.</p>
</li>
<li>
<p dir="auto">Så skal man huske på, at det her er recepter, der er udskrevet i fysiske apoteker og ikke indeholder online-kanalen, og hvis man tænker på Novo Nordisks årsregnskab, hvor de løfter lidt af sløret for, hvor stor en andel, der egentlig bliver udskrevet af Wegovy-pillen i den her online-kanal. Så er det et meget, meget stort tal, pointerer Søren Løntoft Hansen.</p>
</li>
</ul>
<p dir="auto">Kigger man på den ugentlige udvikling hos Wegovy i injektionsform, er den faldende, men i mindre grad i forhold til Eli Lilly, siger senioranalytikeren, og tilføjer, at lanceringen af pillen ikke ser ud til at gå ud over recepttallene for Wegovy-injektion.</p>
<ul>
<li>
<p dir="auto">Det er en lille tilbagegang i Wegovy-injektionen. I øvrigt også for Ozempic i den ugentlige vækst. Men tilbagegangen er mindre end for Zepbound og Mounjaro. Den tilbagegang vidner om, at Wegovy-pillen i en mindre grad tager markedsandele fra Wegovy-injektion.</p>
</li>
<li>
<p dir="auto">Der kunne man have frygtet, at Wegovy-pillen virkelig ville kannibalisere receptudskrivningen for Wegovy-injektioner. Det synes jeg ikke er tilfældet, siger Søren Løntoft Hansen.</p>
</li>
</ul>
<p dir="auto">Novo Nordisks Ozempic og Eli Lillys Mounjaro samt Zepbound kommer alle i injektionsform.</p>
<p dir="auto">.\˙ MarketWire</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895864</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895864</guid><dc:creator><![CDATA[ProinvestorNEWS]]></dc:creator><pubDate>Fri, 20 Feb 2026 09:23:45 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Fri, 20 Feb 2026 07:31:32 GMT]]></title><description><![CDATA[<p dir="auto">ResearchPulse @ResearchPulse1 ·</p>
<p dir="auto">Correction.</p>
<p dir="auto">"TRx is HIGHER than what media reported. The correct Symphony TRx is 54,038 and NOT TRx52,299 Media 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".</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895848</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895848</guid><dc:creator><![CDATA[ProinvestorNEWS]]></dc:creator><pubDate>Fri, 20 Feb 2026 07:31:32 GMT</pubDate></item><item><title><![CDATA[Reply to Novo Nordisk: Det er fredag og &quot;receptdag&quot; on Fri, 20 Feb 2026 06:23:09 GMT]]></title><description><![CDATA[<p dir="auto">Investseekers<br />
@investseekers<br />
New strong $NVO oral Wegovy prescription numbers:</p>
<p dir="auto">This is how prescriptions have increased week over week since launch:</p>
<p dir="auto">4,290 → 20,382 → 26,794 → 29,410 → 38,423 → 52,299.</p>
<p dir="auto">For comparison, same weeks (insured patients only):</p>
<p dir="auto">• Wegovy injection: 174 → 1,017 → 1,925 → 3,296 → 5,756 → 8,925</p>
<p dir="auto">• Zepbound (Eli Lilly): 1,911 → 10,040 → 20,162 → 27,960 → 23,967 → 29,838</p>
<p dir="auto">Insured patients only. Symphony data.</p>
]]></description><link>https://dev.proinvestor.com/forum/post/6895836</link><guid isPermaLink="true">https://dev.proinvestor.com/forum/post/6895836</guid><dc:creator><![CDATA[ProinvestorNEWS]]></dc:creator><pubDate>Fri, 20 Feb 2026 06:23:09 GMT</pubDate></item></channel></rss>