NOVO — April 2025
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Skærtorsdag var en almindelig børsdag i USA. Og her reagerede markedet kraftigt på en meddelelse fra Eli Lilly. Selskabet har nemlig fået gode data på en fedmepille. Det sendte kursen 14 pct. op - og Novos 7 pct. ned. Men hvordan står Eli Lilly og Novo Nordisk på fremtidens fedmemarked efter de her data? Hvad er styrkeforholdet mellem de to giganter frem til 2031? https://proinvestor.com/boards/125932
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$NVO was once a market darling, now it gets a garbage treatment.
Yet, revenue is exploding, margins are expanding and it has blockbuster drugs in the pipeline.
Here is why $NVO is a 2x opportunity now https://x.com/thexcapitalist/status/1913960701581799834
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Did Eli Lilly Just Say Checkmate to Novo Nordisk? https://proinvestor.com/investornyt/1305613/did-eli-lilly-just-say-checkmate-to-novo-nordisk
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Novos acceleration i kapacitet (NNEs regnskab) https://proinvestor.com/boards/125958/
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Godmorgen
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Novo Nordisk: Derfor sender Eli Lilly aktien massivt ned https://proinvestor.com/boards/125970
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Novo får sænket anbefalingen hos canadisk børshus https://proinvestor.com/investornyt/1306102/novo-far-saenket-anbefalingen-hos-canadisk-borshus
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Novo says it’s submitted obesity pill for FDA approval
A spokesperson confirmed the Danish drugmaker has asked U.S. regulators to clear an oral version of its weight loss drug Wegovy two years after reporting Phase 3 results. https://www.biopharmadive.com/news/novo-oral-semaglutide-fda-approval-application-obesity/745882/?fbclid=IwY2xjawJ0CMNleHRuA2FlbQIxMABicmlkETFmclRFcnFIQkFxWnR4b1g3AR4REJaGtSJ-x2hXNA-XP7ZyL3fufOFJ6nG8iGENAPrcXUazj9tKKfgZiWNPNQ_aem_2K9nivrfFNBLMH3su8YVTg -
Novo får nyt kursmålshug: Intron ser stor risiko fra Lillys vægttabspillehttps://proinvestor.com/investornyt/1306164/novo-far-nyt-kursmalshug-intron-ser-stor-risiko-fra-lillys-vaegttabspille
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Syntes bestem Novo er billig lige nu. Selvfølgelig hvis fedme markedet nærmest forsvinder for Novo er det en anden sag.... Jeg satser dog på de har lidt styr på det og ikke har købt Catalent for de kun skal servicere eksterne kunder.
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Tålmodighed til 7. maj - tror ikke på noget nyt inden da.
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Novo får sænket anbefalingen hos endnu en analytiker https://proinvestor.com/investornyt/1306354/novo-far-saenket-anbefalingen-hos-endnu-en-analytiker
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TOPspiller..Fedmemarkedet forsvinder da ikke fra Novo Nordisk. Læs evt. med her: https://proinvestor.com/boards/125912/
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koden..Hvad er det du mener Novo skal melde ud?
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Bemærk: "Novo Nordisk er i sin stilleperiode op til kvartalsregnskabet 7. maj og kommenterer derfor ikke konkurrencemæssige og finansielle forhold".
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