NOVO — Januar 2026
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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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Oral Wegovy requires ~73x more active ingredient than the injectable version. Goldman believes this could delay generic competition and make copying the pill structurally harder over time, despite lower per-unit profitability". @Investseekers
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Børsen: Storbank: Wegovy-pille kan nå topsalg på over 40 mia. kr. (kræver abonnement) https://borsen.dk/nyheder/virksomheder/storbank-wegovy-pille-kan-na-topsalg-pa-over-40-mia-kr?b_source=novo&b_medium=row_1&b_campaign=list_1
Vægttabspillen fra Novo Nordisk er kommet godt fra start i USA. Storbanken Goldman Sachs estimerer et topsalg for Wegovy-pillen på over 40 mia. kr.
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Novo CRUSHING it
Bank of America analysts calculate that the oral version needs about 2,000 prescriptions per week in order for the company to meet 2026 sales estimates.
They're currently at 10x that.
Impressive.
If there has been anything bullish for $NVO, it's this. https://x.com/HatedMoats/status/2015829627176939945
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Prediction: This Healthcare Stock Could Soar by 40% in 2026 https://www.fool.com/investing/2026/01/26/prediction-healthcare-stock-soar-40-nvo/
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Novo, dansk life science: Pres på sygekasserne går denne gang uden medicinalselskaberne https://proinvestor.com/boards/130858
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Novos 2026 er brolagt med udfordringer og enkelte lyspunkter: Citi indleder med "neutral" https://proinvestor.com/investornyt/1407285/novos-2026-er-brolagt-med-udfordringer-og-enkelte-lyspunkter-citi-indleder-med-neutral
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Dollar svækkes til laveste niveau i knap fire år https://proinvestor.com/investornyt/1407431/dollar-svaekkes-til-laveste-niveau-i-knap-fire-ar
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Video. Novo Nordisk $NVO - Guidance Matters https://proinvestor.com/boards/130863
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Stormøde i Novo en uge før regnskabsaflæggelse https://finans.dk/erhverv/ECE18956653/stormoede-doustdar-og-lars-rebien-vil-tale-novoflokken-sammen/?utm_campaign=Finans Briefing&utm_content=2026-01-28&utm_medium=email&utm_source=finans
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