NOVO — Februar 2026
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Godt set af prisen er pr. måned :-). Men uanset hvad vil de vel komme over analytikers estimat i midten af året. Hvis stigningen holder kan man vel regne med 1. mio. kunder i gennemsnittet i ultimo hvilket vil give en månedlig gennemsnitlig indtjening på små $200 mio. om måneden.
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Jeg kan ikke finde tal udover de 456 som Stockbull omtaler. Tallet har jeg dog set div kommentatorer/analytikere gentage. Jeg selv havde det i tankerne i går, da jeg i min ugekommentar fortalte om forventningerne til salget af Wegowy-pillen i 2026.
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Indtil videre er salget af Wegovy-pillen en positiv overraskelse her tidligt i 2026 og kan måske hjælpe med at afbøde det samlede fald i revenue en smule. Jeg har ingen forventninger om at salget kan vende hele Novos revenue-trend alene i år – primært pga. priskrigen i USA. Desværre kan jeg se, at flere skribenter på de sociale aktiemedier nu tror, at pillesalget kan give grundlag for en større opjustering her 2026. Link til ugekommentaren: https://proinvestor.com/boards/131344/
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Jeg ser umiddelbart 2026 som et svært "transition-år", hvor pillen bygger momentum til stærkere vækst fra 2027 på flere markeder. Det bliver spændende at se om det bliver tilfældet.
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Investseekers
@investseekers
·$NVO has partnered with Abbott India to launch Extensior, a new Ozempic brand for the Indian type 2 diabetes market.
Management says the collaboration should expand acce
ss in a country with 100M+ people living with diabetes, expected to exceed 150M by 2050.The move comes as semaglutide patents begin expiring in India, with generics from players like Dr. Reddy’s preparing to enter the market.
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ResearchPulse
@ResearchPulse1
·Wegovy pill IQVIA data up with 17.2% over last week……
Wegovy pen + pill up with about 3% over last week.
Zepbound down about 9% vs last week.
Wegovy keeps gaining back market share
Last week included Presidents Day. A holiday. https://x.com/ResearchPulse1/status/2027378898938318870
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THE @US_FDA
OFFICIALLY REMOVES SUICIDAL BEHAVIOR/IDEATION AND DEPRESSION FROM LIST OF POSSIBLE SIDE EFFECTS FROM ENTIRE CLASS OF OBESITY GLP-1 MEDICATIONS. -
On the pen om lovgivning omkring compounding https://www.youtube.com/watch?v=y9TKVjmIrf8
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I denne episode af The Downsized gennemgår Christopher Durham Novo Nordisks seneste REDEFINE 4-studieresultater for CagriSema - en næste generations fedmebehandling, der gav et gennemsnitligt vægttab på 23 % over 84 uger.
Denne video udforsker, hvad resultaterne rent faktisk viste, hvorfor de er vigtige, og hvordan de afspejler et bredere skift i fedmebehandling. https://proinvestor.com/boards/131354/
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FDA approves Novo Nordisk's Sogroya
as the first and only once-weekly, long-acting growth hormone for three additional pediatric indicationsFDA approves Novo Nordisk's Sogroya as the first and only once-weekly, long-acting growth hormone for three additional pediatric indications https://www.novonordisk-us.com/media/news-archive/news-details.html?id=916507&utm_medium=organic&utm_source=twitter&utm_campaign=2026-media-release&utm_content=nni-pediatric-growth-sci_inn -
Data fra Wegovy Pill Trx viser: 36,1% af patienterne havde aldrig taget GLP-1-medicin før. 21,1% var skiftet fra en injicerbar version til Wegovy-pille, 15,8% var skiftet fra Eli Lillys injicerbare Zepbound.
https://www.biospace.com/business/oral-wegovy-brings-in-thousands-of-new-glp-1-patients -
Lillys Orfoglipron 10. april? https://proinvestor.com/boards/131357
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Walgreens debuts virtual weight management clinic with access to GLP-1 meds https://www.fiercehealthcare.com/health-tech/walgreens-debuts-virtual-weight-management-clinic-access-glp-1-meds?_gl=1*1t145on*_gcl_au*MTE2MTI4NzAyLjE3NzE5NjE1NTM.*_ga*MTAzNTI1NzA2NC4xNzcxOTYxNTQz*_ga_KG49J84SR4*czE3NzIyNjE1MjYkbzckZzEkdDE3NzIyNjE1MzQkajUyJGwwJGgw
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