NOVO — Februar 2024
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Godmorgen
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Chefen for FDA deltog i onsdags til National Press Club, hvor han bla hentydede til wegovys snarlige label udvidelse med kardiovaskulære data
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But he also hinted at two upcoming milestones: an expanded label for Novo Nordisk’s GLP-1 agonist Wegovy (semaglutide) that features its cardiovascular benefits, and a full approval for Eli Lilly’s new Alzheimer’s drug donanemab, which will likely be a blockbuster.
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Califf pointed to GLP-1s as a “good example” of where the treatment landscape is improving, noting that they “not only cause weight loss, but also now we know reduce cardiovascular events.”
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Godt nok forventer alle den kommende godkendelse, men jeg er alligevel overrasket over han offentligt indikere det på denne måde
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Ny lukke rekord i 850,9. Det kan man aldrig være utilfreds med. Og helt overordnet kan jeg bedre li de her små stigninger uden nyheder.
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Skal da lige love for LLY hopper op i dag. Oppe med næsten 4% i dag. Og meget tæt på 35% på året. Novo oppe med 21% for året. Men novo skulle ligge over 950 hvis den skulle være steget det samme som LLY
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imponerende
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Novos Ozempic-patienter sparer 9 pct. på madindkøbet https://borsen.dk/nyheder/virksomheder/novos-ozempic-patienter-sparer-9-pct-paa-madindkobet?b_source=borsen&b_medium=row_0&b_campaign=list_4
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Her er Numerator undersøgelsen refereret uden for betalingsmur. https://finance.yahoo.com/news/ozempic-users-cut-grocery-spending-182828660.html Undersøgelsen er skummel. På den ene side er der mere end 90.000 besvarelser. På den anden side kan man ikke se, om reduktionen i madudgifter delvis skyldes, at pengene til Ozempic skal findes et sted.
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Der har været lidt snak om P/E nu var for høj på fx Novo. I den forbindelse har jeg fundet et slide med en gammel undersøgelse som Nordea lavede den 28.5.2015 over P/E i C20-aktier. Den viste at Genmab var den dyreste med et P/E på godt 100. Kursen på Genmab var på det tidspunkt under 600. Var det en dårlig ide at købe Genmab på det tidspunkt eller skulle man have solgt fordi P/E var ekstrem høj? Alle der følger Genmab ved at den senere toppede i niveauet 3200-3300 og ligger på 1.989 kr. i dag.
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Eli Lilly, Novo Nordisk get growth stock status on weight-loss drug boost
U.S.-based Eli Lilly and Denmark's Novo Nordisk have struck gold with their weight-loss drugs, sending their shares to stratospheric levels and putting them on par with some high-growth tech stocks. Retail and institutional investors alike have flocked to the two stocks in the past year, as they bet on explosive demand for the companies' obesity drugs, called GLP-1 agonists, in a market that some analysts expect could breach $100 billion. Lilly shares trade 56.17 times the earnings estimates for the next 12 months, while Novo has a price-to-earnings (PE) multiple of 35.84, according to LSEG data.
Yahoo Finance (finance.yahoo.com)
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Where Will Eli Lilly Be in 5 Years? https://www.proinvestor.com/investornyt/1119122/where-will-eli-lilly-be-in-5-years
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Godmorgen
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