NOVO — Oktober 2025
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Dermatologic and Metabolic Benefits of Semaglutide in Psoriasis with Obesity: A Six-Month Prospective Cohort Study : https://academic.oup.com/ced/advance-article-abstract/doi/10.1093/ced/llaf473/8301164?login=false
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Conclussion: In patients with psoriasis and obesity, semaglutide improves both skin disease and systemic health. The clinical benefit appears associated with specific fat loss and psychosocial improvement, beyond overall weight reduction.
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UK seizes record haul of illegal weight-loss drugs in factory raid
By Sam Tabahriti
October 25, 20251:20 AM GMT+2Updated October 25, 2025 https://www.reuters.com/sustainability/boards-policy-regulation/uk-seizes-record-haul-illegal-weight-loss-drugs-factory-raid-2025-10-24/ -
Novo får rundbarberet kursmålet hos Jefferies: Patentudløb giver udfordringer https://proinvestor.com/investornyt/1375051/novo-far-rundbarberet-kursmalet-hos-jefferies-patentudlob-giver-udfordringer
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Mandagens aviser med Novo Nordisk, Bavarian og DS Norden https://proinvestor.com/investornyt/1375053/mandagens-aviser-med-novo-nordisk-bavarian-og-ds-norden
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China's Innovent says its GLP-1 works better than Novo's semaglutide in diabetes study https://www.reuters.com/business/healthcare-pharmaceuticals/chinas-innovent-says-its-glp-1-works-better-than-novos-semaglutide-diabetes-2025-10-27/
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Novo-rival har milliarder af vægttabspiller på lager inden ventet lancering https://proinvestor.com/investornyt/1375689/novo-rival-har-milliarder-af-vaegttabspiller-pa-lager-inden-ventet-lancering
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Novos nedtur når sjettedagen: Uafbrudt fald siden bestyrelsesrokade https://proinvestor.com/investornyt/1375819/novos-nedtur-nar-sjettedagen-uafbrudt-fald-siden-bestyrelsesrokade
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Jeg tror modsat der er en hvis risiko for ny nedjustering. De lukker en masse projekter ned. Og særligt dem der er indkøbt, som bla Monlunabant, der medfølger der afskrivning når de lukkes. Monulanbant er vel 4-6 mia dkk. Det var strategisk kæmpe brøler de ikke tog den afskrivning med sidste nedjustering.
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For mig er det kun et timings spørgsmål. Kommer den i næste uge, eller tager de først det skrald primo 2026
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Salget i IO skal gå ekstraordinært godt hvis de kan undgå at tage nedjustering der svare til afskrivningen på de lukkede projekter
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Vi ved at i UK går det ekstra ordinært godt. Der kommer de til at sælge for 1-2 mia mere end budgetteret for bare 5 mdr siden. Riiiigtig mange skifter fra Mounjaro til Wegovy, efter Lilly hævede prisen signifikant 1/9
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