NOVO — August 2025
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Whilst the level of ‘personal’ compounding is unprecedented, our experts did not expect the situation to change as there appears to be little appetite from the FDA to step in given reduced enforcement headcount at the FDA, and limited apparent threat on safety to the American public,” say UBS analysts led by Matthew Weston.
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"They also expected that it could be politically unfavorable to limit access to the cheaper ‘semaglutide’ products that are helping over 1 million Americans achieve their health/weight loss goals.”
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That’s not Novo Nordisk’s only challenge. It’s losing share to Eli Lilly’s line of drugs including Mounjaro, and insured channels are not taking up the medication. “Ozempic appears to have plateaued early despite strong brand awareness, which indicates a much stronger reception to Mounjaro from doctors, in our view,” say the analysts.
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Finally, even if the Trump administration reimburses GLP-1 drugs in Medicare, so-called most favored nation demands would be offering U.S. sales at European prices, which “could significantly reduce value,” the analysts say.
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Novo: NY FDA-vejledning omkring kopier af fedmemedicin https://proinvestor.com/boards/127593
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Novo: Investorerne får næppe deres ønsker opfyldt, onsdag. https://proinvestor.com/boards/127596
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Trump varsler medicinaltold i "næste uge eller deromkring" https://proinvestor.com/investornyt/1347249/trump-varsler-medicinaltold-i-naeste-uge-eller-deromkring
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Novo Nordisk har lige anlagt retsager mod 14 nye virksomheder i forbindelse med compoundede lægemidler med semaglutid. https://proinvestor.com/boards/127603
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Godmorgen
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Novos amerikanske notering slutter lidt under lukkeniveauet i København https://proinvestor.com/investornyt/1347628/novos-amerikanske-notering-slutter-lidt-under-lukkeniveauet-i-kobenhavn
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Onsdagens aviser med Novo Nordisk, Bavarian og Mærsk https://proinvestor.com/investornyt/1347632/onsdagens-aviser-med-novo-nordisk-bavarian-og-maersk
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Fra MW"I andet kvartal er salget af Novos to bedst sælgende midler dog nogenlunde på højde med analytikerforventningerne inden nedjusteringen. Faktisk slår Wegovy forventningerne i markedet, mens Ozempic halter lidt efter.
Salget af Wegovy landede på 19,5 mia. kr. i kvartalet mod estimeret godt 19 mia. kr. blandt analytikerne. Salget af Ozempic blev 31,8 mia. kr. mod ventet 32,1 mia. kr. ifølge analytikerestimater indsamlet af Novo inden nedjusteringen."
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