NOVO — Oktober 2024
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Råt for usødet - hvad skal dine aktier koste? Novo, Bavarian, Genmab.....Hvorfor er aktien så billig lige nu? Hvorfor falder aktiekursen, når kursmålene fra analytikerne er høje? Helge Larsen går i denne ugekommentar ned i, hvad der er styrende for, hvad en aktie skal koste. Kort video: https://proinvestor.com/boards/122440
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Lilly's Mounjaro, Zepbound shortage resolved, says FDA https://firstwordpharma.com/story/5900964
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FDAs "shortage"-liste er især en fordel for compoundere. "Federal regulations allow compounded versions to be sold to meet demand if a drug is in shortage. Outside of a shortage, compounders cannot make the drugs "regularly or in inordinate amounts." " Federal regulations allow compounded versions to be sold to meet demand if a drug is in shortage. Outside of a shortage, compounders cannot make the drugs "regularly or in inordinate amounts." "
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NHS unveils plans for tiered rollout of Lilly's obesity drug https://firstwordpharma.com/story/5901228
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Fredagens danske avisuddrag med Novo Nordisk, DSV og AI https://proinvestor.com/investornyt/1222613/fredagens-danske-avisuddrag-med-novo-nordisk-dsv-og-ai
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Efterligninger af Novo Nordisks vægttabsmedicin oversvømmer markedet i USA. Ifølge storbanken Citi har Novo "anerkendt eksterne estimater om, at hjemmeblandet GLP-1 kan udgøre 20 pct. af de amerikanske mængder," fremgår det af en analyse. Kilde: Børsen d.d.
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Novo får skåret kursmålet med en halvtredser hos Nykredit https://proinvestor.com/investornyt/1222682/novo-far-skaret-kursmalet-med-en-halvtredser-hos-nykredit
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Der må være nyt ude?
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Åbenbart noget negativt.
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Måske noget at gøre med det Urban skrev 8.50?
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Det er nok denne nyhed, der reageres kraftigt på: https://www.reuters.com/business/healthcare-pharmaceuticals/thermo-fishers-plant-making-infant-rsv-drug-breached-fda-rules-documents-sh
ow-2024-10-04/ -
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Novo: Underleverandørs fabrik har brudt FDA-regler - Reuters https://proinvestor.com/investornyt/1222741/novo-underleverandors-fabrik-har-brudt-fda-regler-reuters
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