Novo Nordisk 2. kvt
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Jeg har været lidt fraværende siden årsskiftet. Jeg synes ikke, at jeg kan finde noget indlæg om seneste kvartalsregnskab fra Novo Nordisk. Jeg har samlet et par enkelte figurer her:
https://blog.midgardfinance.com/2021/08/04/novo-nordisk-q2-saw-approval-of-wegovy-and-continued-growth-of-ozempic-sales/Er der tilfældigvis nogen, der ved, hvad TRx er for Wegovy
(og Saxenda) lige nu og her? Det er ikke afgørende for nogen beslutninger, men jeg er nysgerrig. På forhånd tak. -
Stroka Selv tak. Det blev skrevet meget hurtigt, og jeg er ikke gaaet i dybden, men det giver vist et fint overblik.
Jeg fik i oevrigt ikke inkluderet disse to figurer herfra:
Lilly's SURPASS-2 results published in The New England Journal of Medicine show tirzepatide achieved superior A1C and body weight reductions compared to injectable semaglutide in adults with type 2 diabetes
Lilly's SURPASS-2 results published in The New England Journal of Medicine show tirzepatide achieved superior A1C and body weight reductions compared to injectable semaglutide in adults with type 2 diabetes
Tirzepatide led to superior A1C and body weight reductions from baseline compared to injectable semaglutide 1 mg in 40-week results from Eli Lilly and Company's (NYSE: LLY) SURPASS-2 clinical...
Press Release Archive (lilly.mediaroom.com)
Jeg kan ikke vedhaefte, men figurerne viser, at tirzepatid 5mg virker lidt bedre end semaglutid 1mg baade med hensyn til HbA1c, krops-vaegt og lipider. Men jeg er ikke helt overbevist, at dual-agonister er det nye sort frem for kombinations-produkter som eksempelvis "OW Sema + GIP" fra Novo Nordisk i fase 1. Novo Nordisk har da ogsaa forrige aar droppet deres duo- og tri-agonist-kandidater. Tirzepatid bliver sikkert godkendt af FDA, men jeg tror, at Tirzepatid i hoej grad ankommer for sent til ballet, og Novo kommer til at sidde relativt tungt paa GLP1-markedet mod baade diabetes og fedme i en aar-raekke.
Novo Nordisk shelves 2 obesity drugs, will seek semaglutide approval at year-end
https://www.spglobal.com/marketintelligence/en/news-insights/blog/ngl-revenues-surge-in-q2-economic-rebound-underway-lumens-dilemmaHer link til Lilly-studiet hos clinicaltrials.gov:
https://www.clinicaltrials.gov/ct2/show/NCT03987919
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Naa, jeg kunne vist godt vedhaefte en figur alligevel. Ovenfor HbA1c. Her den anden med krops-vaegt og lipider.
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