NOVO — Maj 2026
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Der står ikke meget mere end i PI 15:57. Personligt tænker jeg, at det er samme "sag" som vi tidligere har haft op her på PI, men at "nyheden" nu "har fået lov" til at komme ud "over there", her efter regnskabet. Som jeg har fået det, er det en "nothing burger", men som bruger ville jeg til enhver tid foretrække Novo's pille, hvis bivirkningsprofil er velkendt, frem for EL, der først nu rigtigt skal valideres...
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Investing.com "Wolfe Research reiterates Eli Lilly stock rating after hepatic safety signal" https://www.investing.com/news/analyst-ratings/wolfe-research-reiterates-eli-lilly-stock-rating-after-hepatic-safety-signal-93CH-4656439 (det var hurtigt...)
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Barrons "FDA Reports Liver Failure in Patient Taking Lilly’s Foundayo" https://www.barrons.com/articles/lilly-foundayo-liver-failure-fda-e1ac5d1c
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"Bernstein upgrades Eli Lilly stock rating amid liver safety concerns" https://www.investing.com/news/analyst-ratings/bernstein-upgrades-eli-lilly-stock-rating-amid-liver-safety-concerns-93CH-4656537 Analytikkerne er godt nok hurtige til at vurdere, at "det ikke betyder noget".
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PM fra Eli Lilly: https://investor.lilly.com/news-releases/news-release-details/achieve-4-longest-phase-3-study-lillys-foundayo-orforglipron Læs afsnittet under skemaet. Som jeg læser det, så blev der fundet "noget", men det kunne ikke påvises, at der var årssagssammenhænge... altså kausalitet.
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34 cases, 2 seriøse indtil videre: https://fis.fda.gov/sense/app/95239e26-e0be-42d9-a960-9a5f7f1c25ee/sheet/45beeb74-30ab-46be-8267-5756582633b4/state/analysis
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@Zuunes - Jeg linkede til Børsens artikel og diverse andre artikler - og så kan læsere selv vurdere om der er en sammenhæng til kurs-ridtet i eftermiddags. Det var først da "junklau spurgte (15:58) , at jeg gav min personlig vurdering.... jeg konkludere ikke noget...
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Seeking Alpha "Lilly shares under pressure after serious Foundayo adverse event report" https://seekingalpha.com/news/4584738-lilly-shares-under-pressure-after-serious-foundayo-adverse-event-report Bemærk:
"RBC Capital Markets noted that Lilly told the bank that "in line with our standard procedures, Lilly Global Patient Safety thoroughly assessed the individual report, which was submitted within days of commercial availability, and determined it was not reasonably related to Foundayo."" -
MedWatch 11:44 "Canada godkender endnu en Ozempic-kopi" + "Novo Nordisks patent på semaglutid, der er det aktive stof i lægemidlerne Ozempic og Wegovy, udløb 4. januar i Canada." https://medwatch.dk/brancher/Medicinal___Biotek/article19260010.ece
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Novo Nordisk’s Wegovy pill has created another boom in the GLP-1 drug market. Novo’s early success has upended the expectations of some investors and analysts who expected the Danish company would fall behind its U.S. rival in the oral category, as it did in injectables. Novo’s Wegovy pill head start forces investors to rethink Lilly's GLP-1 dominance
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