Novo Nordisk nach Split WKN: A3EU6F ISIN: DK0062498333 Kürzel: NOV Forum: Aktien User: Coronaprofiteur

Warum steigt aber Eli Lilly so krass mit, wenn die Pille sich eigentlich gar nicht verkauft?

Was die orale Lösungen angeht sind wir deutlich besser, bei der initiierten nicht unbedingt. Schade das Caprisegma nicht dieselbe efficacy wir zepboud hat. Caprisegma HD wird direkt mehr als zepbound können aber bis er raus kommt müssen wir mit der Pille aushalten Week 24 had a holiday – Juneteenth – with some pharmacies closed or at reduced opening hours. This meant almost all GLP1 saw negative growth in week 24 but with orals hit harder than injections. But this could also potentially give week 25 an extra boost. Wegovy pill + pen Down with 1.8% vs week 23 Wegovy brand share at 40.7%, down from 41.4% the week before If we include ALL online sales of wegovy pills (estimated 64.5% capture rate) then the implied market share is 44.6%. Down from 45.4% in week 23 Wegovy pill W24 TRx dropped by 5.9% vs the week before that saw record level. For week 24 Wegovy pill had 32.6% of all reported wegovy brand scripts (pill + pen) Down from 34% the week before. Wegovy pill has 13.3% of total obesity market in US. (reported numbers) Down from 14.1% in week 23. If all online sales were reported, wegovy pill would have about 42.5% share of all wegovy scripts. Down from 44% in week 23. Marked with red – if all online sales were reported, Wegovy pill would have 19% market share of total obesity market. Down 1.2% vs the week before. NVO survey of Medicare Bridge seniors showed that 75% of all surveyed had preference for how to dose. 25% want an injection but 50% go for a pill. The last 25% had no specific preference. This might look like oral will take the main share. That would be very positive for NVO since they are currently outselling Foundayo 10:1. That’s not to say this will translate 1:1 in the Bridge program. But I have yet to see any analyst forecasting Foundayo will take the lion share of oral in the Bridge program. There have been speculations that the price for 4mg will increase from $149 to $199. NVO has confirmed the price will stay at $149 Εικόνα Wegovy pen Wegovy pen increased 0.3% in week 24 vs week 23. Wegovy HD keeps increasing. Up more than 5% in week 24. Theres very little focus on Wegovy HD performance. But this is the main driver behind the new growth period for wegovy pen. It has reduced the number of people moving from Wegovy 2.4mg to Zepbound for higher efficacy. Wegovy HD gives about 3% higher WL than Wegovy 2.4 This week we learned that about 30% of all wegovy pen consumers are paying cash. They think they can increase that to about 50% over time. Zepbound Zepbound had a very strong week despite a holiday. Up with 1.4% vs week 23. Very strong KwikPen still keeps increasing week by week. Converting users from vials. It’s also a significant improvement in usability over vials Zepbound market share increased to 57.5% by 0.8 percentage points from week 23. I expect to see Zepbound perform greatly in Bridge program that just started yesterday. Many seniors that’s already lined up. Foundayo Week 9 Foundayo saw a drop of 4.9% vs week 23 Still no visible effect yet from their first TV advertisement campaign that’s has been running through week 23 and week 24. But I still expect to see Foundayo getting a substantial boost from Bridge program. Foundayo keeps doing significantly better in IQVIA vs Symphony. Much larger difference than wegovy pill split between IQVIA and Symphony. So Foundayo is likely seeing a higher share through online sales than wegovy pill. Foundayo now has 1.8% market share in obesity. Down 0.1 percentage points from week 23 Mounjaro/Ozempic Mounjaro was flat in week 24 and Ozempic was down by 0.5%. Mounjaro market shares up by 0.2 percentage point to 53.9%. Ozempic market share dropped 0.1 percentage point to 34.5% The last 13 weeks saw Mounjaro scripts increase with 9% vs Ozempic down 1% during that same 13-week period NVO desperately needs a more powerful T2D molecule

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