NOVO — Januar 2025
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Novo Nordisk pairs up with Variant to plumb the genome for new metabolic disease targets https://firstwordpharma.com/story/5925565
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FDA sets bar for obesity drug development as competition heats up https://firstwordpharma.com/story/5925777
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"- 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.
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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
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Så er der nye danske wegovy salg. Plus skaleret til US/EU https://proinvestor.com/boards/123994/
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"The collaboration has already led to the identification of several novel targets that may form the basis of differentiated cardiometabolic drug programmes, and the companies are actively working on multiple small molecule preclinical drug discovery programmes."
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Ja novo har lavet ret mange R&D aftaler de sidste par år. Til sidste års CMD mener jeg det var plus 50 ongoing aftaler med omkring 23 der arbejde med ny target validering som også Valo aftalen fokusere på. Og en hel del af dem er orale fedme projekter
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Novo kunne i princippet producere større mængder Amycretin i morgen. Men der går liiiige omkring 4 år endnu inden det er nødvendigt
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Novo får en signifikant stor udvidelse af deres API kapacitet i løbet af i år
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Metsera's Once Monthly GLP-1 Shot Looking Better than Zepbound in Early Trials https://www.onthepen.com/post/metsera-s-once-monthly-glp-1-shot-looking-better-than-zepbound-in-early-trials?utm_campaign=1208b87a-d39c-4a0d-a374-35e561b0e1d2&utm_source=so&utm_medium=mail&cid=713e80cd-1fa6-468e-90d7-68fd62c5df0e
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2025 er godt i gang, hvor der for investorerne har været fokus på Teslas leverancer, svækkelsen af USD, Novo Nordisk og meget andet. Værterne kommer også ind på de kommende danske regnskaber, og hvad investorerne kan regne med ift. fremtidens USA i afsnit 256 af investeringspodcasten. https://proinvestor.com/boards/124006
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Kalundborg forventes jo først at være færdig i 2026 og skal kunne producere Amycretin. Det er muligt, at de også planlægger at producere andre produkter, når anlægget er klart, men det tager lang tid at validere en ny fabrik for hvert enkelt produkt, så vidt jeg ved og tilsyneladende er Amycretin på valideringsprogtammet.
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