NOVO — Januar 2025
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Pushback from the results is that this step up in efficacy for sema reduces the need for
CagriSema and does not extend the semaglutide patent cliff. We still see CagriSema as
another step ahead of efficacy, with REDEFINE-1 providing 2% additional weight loss
despite the more flexible dosing regimens and could provide further differentiation in
type-2 diabetics and comorbidities. -
We
see the results as providing a boost for the longer term Wegovy franchise, albeit does
not extend patent life. We expect any decision on filing and launch to take account of
the supply situation, but we would expect any regulatory review to be only c.6 months
given it is a supplemental dosage and not a new indication. -
UBS' kommentarer til dagens data, netop udsendt
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Novo er ramt af usikkerhed vurderer Sydbank: Prisforhandlinger bør ikke overraske https://proinvestor.com/investornyt/1266560/novo-er-ramt-af-usikkerhed-vurderer-sydbank-prisforhandlinger-bor-ikke-overraske
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Video - Novo Nordisk aktieanalyse! Købsmulighed? https://proinvestor.com/boards/124284
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Fra bioSpace https://www.biospace.com/drug-development/novo-nordisk-links-high-dose-wegovy-to-increased-weight-loss-in-phase-iii-trial?_gl=1*1t5e3kc*_up*MQ.._gaMTQ4OTIxMjQ1Ni4xNzM3MjcwOTI2*_ga_Q90M6MWJZ4*MTczNzI3MDkyNC4xLjAuMTczNzI3MTExNi4wLjAuMA..
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Novo Nordisk: Det halvfyldte glas er blevet halvt tomt https://proinvestor.com/boards/124293
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Fra debatten: Trumps tale ud fra et Novo-synspunkt https://proinvestor.com/boards/124311
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Flere internationale medier har det seneste halve døgn skrevet om resultaterne af den første undersøgelse, der vurderer, hvordan vægttabsmedicin påvirker hele menneskets sundhed.
Hos BBC taler forskere om en "øjenåbnende" indvirkning på kroppen. Analysen, der involverede omkring to millioner mennesker, forbandt lægemidlerne med bedre hjertesundhed, færre infektioner, lavere risiko for stofmisbrug og færre tilfælde af demens. Marketwire
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Studie: Vægttabsmidler fra blandt andet Novo kan bremse afhængighed af alkohol og cannabis https://proinvestor.com/investornyt/1267429/studie-vaegttabsmidler-fra-blandt-andet-novo-kan-bremse-afhaengighed-af-alkohol-og-cannabis
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Tak PN og Jyske gentager deres positive holdning til aktien i dag https://www.jyskebank.dk/finansnyt/morgennyt/89c3113a-4d87-45bc-9361-062a596cbe82/!ut/p/z1/rVTfb9owEP5b9sCjZSdOndC3EDoK4TdhJH5BJnip29ihIYSxv34O0bQUraNTsSz57nz33fl0nyGFIaSKlSJhhcgUS7UeUbKeml3LcBZo3Jt2MJoFQ__rvDs3gokNv8GoozdaDIIjXF3zpvoavbNcpOPpNZdIp7DfTWEZcFUKfoRLleVS17-oEHex2MLIacfYMDAD1taxgXW3iUEbEwMgYrK7Nok33DHh47UMPvpbhpU3Ws-WD3MdeyjkOmZyx0SiYCSzPOFKnYr6QvKtOEgYcclEWpv22SGPufbUlj3PS6GV_6v5omBn-mgjMppZVifwDZNYn2zJBfxkdoY3-j3fnGA
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Fra Troldmanden: 25mg/50mg Rybelsus godkendt i Europa - dog ikke meldt ud? https://proinvestor.com/boards/124319
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