NOVO — Marts 2026
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Vil investorerne tage udgangspunkt i at HIMS overholder aftalen?
Vil investorerne tillægge aftalen kommerciel værdi for Novo Nordisk
Vil investorerne tænke, at når der er lavet en aftale med HIMS er det "game over" for alle kopier og compounding, så det "originale marked" bliver meget større? https://proinvestor.com/boards/131471/ -
Novo piller er nu på 600.000 https://www.cnbc.com/2026/03/09/novo-nordisk-ends-legal-proceedings-hims-hers-compounded-weight-loss-drugs.html
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"Hims & Hers will no longer advertise compounded GLP-1 offerings on its platform or in its marketing, and existing patients will have the opportunity to transition to FDA-approved alternatives when clinically appropriate in consultation with a healthcare professional." Novo skriver ikke, at HIMS har indvilget i ikke at sælge deres compounds på samme vis som hidtil, blot uden reklamerne. Når ikke Novo skriver det helt klart og tydeligt, frygter jeg, at HIMS faktisk bare kan fortsætte blot-
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Video: Novo Nordisk Mike Doustdar about a new collaboration with U.S. firm Hims & Hers Health to improve access to GLP-1 weight loss treatments in America and gloablly. https://www.cnbc.com/video/2026/03/09/novo-nordisk-and-hims-hers-to-collaborate-on-weight-loss-treatment.html?&qsearchterm=novo
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Jeg håber Mike har lavet en god aftale. Det virker som om der intet pres er på HIMS nuværende kunders skifte væk fra compound. Og der er heller intet forbud mod compound i aftalen. Eftersom der altid er en læge ind over udskrivning af recepten, så er jeg bange for at HIMS bare fortsætter med compound produkter i stor stil. Jeg havde håbet på mere fra MIKE.
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ElMiller 21:45 - Novo har stadig søgsmålet og kan aktivere det, hvis de finder det nødigt! - Hvad Mike D. ikke mente, det blev... Jeg er ellers enig: Det ser ikke ud til at være forhandlet godt nok: Men HIMS er vigtig for distributionen og dermed volumen! Og volumen er alt, det drejer sig om nu!
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Novo Nordisk betaler yderligere 50 mio. dollar til udviklingspartner https://proinvestor.com/investornyt/1419581/novo-nordisk-betaler-yderligere-50-mio-dollar-til-udviklingspartner
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Novo: Amerikansk børshus skruer anbefalingen ned til neutralt niveau
https://proinvestor.com/investornyt/1419580/novo-amerikansk-borshus-skruer-anbefalingen-ned-til-neutralt-niveau -
Novo Nordisk's 'Semaglutide' gains weight against Eli Lilly in battle for market share
Novo Nordisk's 'Semaglutide' gains weight against Eli Lilly in battle for market share
Novo Nordisk's diabetes and weight-loss drug semaglutide is rapidly gaining ground in India. It is now challenging Eli Lilly's tirzepatide in the anti-obesity market. Price reductions and increased availability are driving this surge. Semaglutide's market share has significantly increased, narrowing the gap with its competitor. This trend is expected to continue as Novo Nordisk expands its reach.
The Economic Times (economictimes.indiatimes.com)
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Novo Nordisk Is Slashing Prices for Ozempic and Wegovy. Here's Why That Might End Up Helping the Stock https://www.fool.com/investing/2026/03/09/novo-nordisk-is-slashing-prices-for-ozempic-and-we/
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Eli Lilly says some Medicare plans may exceed $50 cap for weight-loss drugs https://www.reuters.com/business/healthcare-pharmaceuticals/eli-lilly-says-some-medicare-plans-may-exceed-50-cap-weight-loss-drugs-2026-03-09/
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Novos aftale med Hims & Hers giver begrænset rygstød mener amerikanske storbank https://proinvestor.com/investornyt/1419590/novos-aftale-med-hims-hers-giver-begraenset-rygstod-mener-amerikanske-storbank
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Video: Denne episode af The Downsized News gennemgår flere vigtige udviklinger i den hastigt udviklende verden af GLP-1-medicin og fedmebehandling. Christopher og Laraine Durham gennemgår den seneste forskning, regulatoriske tiltag og brancheændringer, der påvirker folk, der bruger medicin som Zepbound, Mounjaro, Wegovy og Ozempic til at behandle fedmesygdommen. https://proinvestor.com/boards/131485
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