NOVO — Januar 2025
-
Life Science vinderaktier 2024 – sådan gik det https://proinvestor.com/investornyt/1262130/life-science-vinderaktier-2024-sadan-gik-det
-
https://finance.yahoo.com/news/trump-says-going-knock-middleman-191231356.html Trump havde pressemøde igår. Han fortalte at han, Rfk mfl havde haft møde med LLY PFE og var kommet frem til at det var mellemmænd der var skyld i de høje medicinpriser og at disse mellemmænd skulle fjernes.
-
Hvis mellemmændene fjernes fra kæden, vil de typisk miste deres indtægter, hvilket kan føre til lavere medicinpriser for forbrugerne. I dette scenario ville Eli Lilly (LLY) og Novo Nordisk (NVO) ikke nødvendigvis skulle sænke deres priser direkte; det kunne være, at priserne falder mere som følge af, at mellemmændene ikke længere tager en del af kagen.
-
-
Novo Nordisk pairs up with Variant to plumb the genome for new metabolic disease targets https://firstwordpharma.com/story/5925565
-
FDA sets bar for obesity drug development as competition heats up https://firstwordpharma.com/story/5925777
-
"- Novo er fortsat den mest spændende væksthistorie i den europæisk farmaindustri og er godt placeret til fortsat at drage fordel af den store efterspørgsel efter GLP-1-medicin på kort sigt, begrunder UBS." UBS sænker dog sit kursmål for Novo-aktien til 750 kr. fra 1100 kr.
-
UBS: Novo remains the most exciting growth story in European pharma and is well placed to
continue to benefit from the high demand for GLP-1 medications near-term. We are
confident in a positive inflection of GLP-1 trends in 1Q25 as we expect a pick up in
demand following muted TRx growth in the US in 4Q, in-line with seasonal demand for
other weight loss products. -
The CagriSema P3 data in obesity was undoubtedly
disappointing but it is still a higher efficacy treatment that could still show differentiation
in type-2 diabetes in REDEFINE 2 (readout 1Q25). -
Our previous DKK1,100 price target assumed Novo could sustain risk adjusted
peak sales of $80bn for a decade, we now assume $75bn risk adjusted peak sales and
sales erosion from 2032 in our DKK750 price target, which reflects the lower
sustainability of the franchise with weaker CagriSema data. -
Novo løftes til "køb" af schweizisk storbank: Kursfald er "overgjort" https://proinvestor.com/investornyt/1262639/novo-loftes-til-kob-af-schweizisk-storbank-kursfald-er-overgjort
-
Så er der nye danske wegovy salg. Plus skaleret til US/EU https://proinvestor.com/boards/123994/
Hello! It looks like you're interested in this conversation, but you don't have an account yet.
Getting fed up of having to scroll through the same posts each visit? When you register for an account, you'll always come back to exactly where you were before, and choose to be notified of new replies (either via email, or push notification). You'll also be able to save bookmarks and upvote posts to show your appreciation to other community members.
With your input, this post could be even better 💗
Tilmeld Log ind