NOVO — Januar 2026
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tak - er kommet her til morgen - se @Jan H
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Novo Nordisks Wegovy-pille går kraftigt frem målt på recepttal i USA https://proinvestor.com/investornyt/1406211/novo-nordisks-wegovy-pille-gar-kraftigt-frem-malt-pa-recepttal-i-usa
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Novo: Tabel med recepttal for Wegovy-pillen https://proinvestor.com/investornyt/1406207/novo-tabel-med-recepttal-for-wegovy-pillen
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Novos pillelancering i USA undervurderes mener Berenberg https://proinvestor.com/investornyt/1406199/novos-pillelancering-i-usa-undervurderes-mener-berenberg
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Novo Nordisks Wegovy-pille går kraftigt frem målt på recepttal i USA https://proinvestor.com/investornyt/1406218/novo-nordisks-wegovy-pille-gar-kraftigt-frem-malt-pa-recepttal-i-usa
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Der er kommet fantastiske recepttal på Wegovy-pillen. Det reagerer aktiemarkedet positivt på. Så trods en tur nedad efter Trmups udmelding om straftariffer tidligere på ugen, kan man godt konkludere, at Novo-aktien langt om længe er i optrend. Men Helge Larsen kigger også på de faldgruber, der kan dukke op i 2026. Kort video: https://proinvestor.com/boards/130836
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Novo Nordisk i højeste niveau siden juli efter opløftende recepttal fra USA https://proinvestor.com/investornyt/1406322/novo-nordisk-i-hojeste-niveau-siden-juli-efter-oploftende-salgstal-fra-usa
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Episoden undersøger, hvordan virksomheder, herunder Novo Nordisk, Eli Lilly, Pfizer, Viking, Amgen, Wave Life Sciences og MBX Biosciences, omformer deres strategier omkring overkommelighed, adgang og langtidspleje. Fra orale muligheder til 149 dollars om måneden til behandlinger, der tages én gang om måneden og endda én gang om året, ser denne video på, hvad der kan definere den næste æra inden for fedmebehandling. https://proinvestor.com/boards/130840
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Novo Nordisk eller Eli Lilly: Kan Novo Nordisk lægge arm med analytikerne? https://proinvestor.com/boards/130844
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Novo Nordisk: USA luk og USD svækkelse giver kursfald fra handelsstart https://proinvestor.com/boards/130852
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BMO Capital Markets raises its price target on $NVO ’s U.S.-listed ADR to $57 from $46, while reiterating a “market perform” rating.
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"Goldman Sachs sees much more upside in $NVO ’s Wegovy pill than the market currently prices in.
After a strong U.S. launch, with 20,000+ prescriptions already in week two, Goldman estimates peak annual sales above DKK 40bn by 2031, of which ~DKK 36bn would come from the U.S. alone. That is 25–35% above current consensus, which Goldman calls conservative.
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This challenges the prevailing market view that Novo will be the “loser” in the oral obesity race once Eli Lilly launches its pill later in 2026.
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Key points from Goldman:
• Early prescription data point to clear demand, even in a much more mature obesity market
• The fasting requirement (empty stomach + 30 min wait) is unlikely to be a major barrier for patients actively seeking weight loss
• Oral Wegovy benefits from higher dosing than Rybelsus, making comparisons with the diabetes pill misleading
• Goldman argues Wegovy pill has far greater market potential than Rybelsus ever had.
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