Ugevideo: Zealand Pharma, Genmab, Bavarian, Nanexa & Novo
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Nyhederne har stået i kø fra flere af de mest populære selskaber på Proinvestor. Bl.a. fra Zealand Pharma om et spændende samarbejde med et selskab baseret i Shanghai, gode data Fra Genmab inden for leukæmi og svenske Nanexa, der indgår samarbejde med Moderna, hvilket har sendt aktiekursen i vejret. Og så er der godt nyt for Novo fra USA, hvor kongressen har vedtaget at sætte ind over for compoundere.
Denne video er ikke en anbefaling om køb eller salg af aktier. Helge Larsen har aktier i de omtalte selskaber.
00:00 Intro
00:20 Zealand Pharma
03:06 Genmab
04:49 Kursudviklingen i Genmab
06:40 Bavarian Nordic
07:05 Nanexa
09:22 USA, Novo og compoundere -
Vaegttab paa 28,7% efter 68 uger er ikke saa lidt endda.
Lilly's triple agonist, retatrutide, delivered weight loss of up to an average of 71.2 lbs along with substantial relief from osteoarthritis pain in first successful Phase 3 trial
https://investor.lilly.com/news-releases/news-release-details/lillys-triple-agonist-retatrutide-delivered-weight-loss-average-
In TRIUMPH-4, participants with obesity and knee osteoarthritis taking retatrutide 12 mg lost an average of 28.7% of their body weight at 68 weeks
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Retatrutide reduced WOMAC pain scores by up to an average of 4.5 points (75.8%) and significantly improved measures of physical function, with more than 1 out of 8 retatrutide-treated patients completely free from knee pain at the end of the trial
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Seven additional Phase 3 trials evaluating the investigational once-weekly treatment in obesity and type 2 diabetes are expected to complete in 2026
Eli Lilly's next-generation obesity drug delivers strong weight loss, reduces knee pain in late-stage trial
https://www.cnbc.com/2025/12/11/eli-lillys-weight-loss-drug-retatrutide-clears-first-late-stage-study.htmlLilly's next-gen drug shows greater weight loss than Zepbound in late-stage trial
https://www.reuters.com/business/healthcare-pharmaceuticals/lillys-next-gen-drug-tops-zepbound-weight-loss-late-stage-osteoarthritis-trial-2025-12-11/ -
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Zealand Pharma naevnt af CNBC. Det sker ikke saa tit. Var der forresten nogen, der lyttede med paa kapital-markeds-dagen? Det sluttede for en times tid siden. Der var endnu ingen slides, da jeg var inden paa deres hjemmeside.
Danish weight loss drug maker outlines ambitious 2030 strategy, ramping up pressure on Novo, Lilly
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Ahead of its Capital Markets Day Thursday, Zealand Pharma unveiled its "Metabolic Frontier 2030" strategy.
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The strategy comes as Zealand shares have dropped 29% year to date, with investors betting on the weight loss drug market to fragment.
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The company also announced an agreement with Chinese biotech firm OTR Therapeutics to develop oral small molecule treatments for metabolic diseases.
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Zealand ogsaa i Financial Times. Sorry, jeg spammer lidt.
Biotech boss urges pharma to move on from 'weight-loss Olympics'
https://www.ft.com/content/0b9551b1-79e5-427f-90ff-c99305de6448?accessToken=zwAGRbINrRyAkc8LlVGxeeVCf9OQ_8mTBd5kSA.MEUCIFpxPi9JF3Mn-pIl27BzPFoXMQs9Vp9HGaXbfildiKcbAiEAqztmEteCPMIk9-bkG8-iOgUQtSwz3pWeh2M-dgKtkqI&sharetype=gift&token=da97654b-df38-4d36-a073-17a4772aba7fP.S. Normalt plejer jeg at fjerne query-delen fra en URL, men den ryger bag betalingsmur, hvis jeg goer det.
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Genmab A/S (GMAB) Discusses 2025 R&D Progress, ASH Data Review, and Strategic Pipeline Additions Transcript
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Nanexa tråd
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Exclusive: FDA leaders pushed to cut Lilly weight-loss pill review time - https://www.reuters.com/sustainability/boards-policy-regulation/us-fda-brass-pushed-internally-speedier-lilly-weight-loss-pill-verdict-2025-12-12/
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Alzheimer's drug hunt learns from cancer fight's multi-target playbook - https://www.reuters.com/business/healthcare-pharmaceuticals/alzheimers-drug-hunt-learns-cancer-fights-multi-target-playbook-2025-12-12/
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