NOVO — Januar 2026
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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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Hansen og Larsen analyserer sølvets eksplosion og Japan-risikoen før en spændende uge med C25-regnskaber fra bl.a. DSV, Mærsk og Vestas. Få svaret på, om Novo Nordisk er undervurderet i forhold til Eli Lilly baseret på nye data fra læger vs. analytikere. Bliv klar til 2026-markedets største bevægelser i denne uges afsnit af Investeringspodcasten. https://proinvestor.com/boards/130868
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Novo Nordisk får sænket kursmål til 486 kr. fra 520 kr. hos Nordea: 2026-prognose er i fokus https://proinvestor.com/investornyt/1408254/novo-nordisk-far-saenket-kursmal-til-486-kr-fra-520-kr-hos-nordea-2026-prognose-er-i-fokus
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Novos udbredelse af Wegovy på pilleform går bedre end ventet påpeger Danske Bank https://proinvestor.com/investornyt/1408264/novos-udbredelse-af-wegovy-pa-pilleform-gar-bedre-end-ventet-papeger-danske-bank
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Aktiemarkedet befinder sig i et limbo forud for næste uge, hvor regnskaberne vælter ind. Det er urolige tider, og det ses bl.a. i de stigende guld- og sølvpriser. Også at Novo falder tilbage forud for regnskabet, efter kursen ellers var kommet ind i en positiv trend. Helge Larsen er spændt på, hvad uroen fra især USA betyder for guidingen fra Novo og resten af C25. Kort video: https://proinvestor.com/boards/130876
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