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

$NVO $LLY Dr. Reddy's says its semaglutide supply disruption could now affect availability beyond India and Canada as the company pursues launches in Brazil, Turkey, and Mexico. The company said production will likely take another three to four months to scale back up after an impurity issue forced it to halt new batches. As a result, it has cut its FY2027 semaglutide sales target from 12 million pens to 6 to 7 million pens. Dr. Reddy's said regulatory filings in new markets remain on track, but limited production means supply will need to be allocated once manufacturing resumes. Link to article: reuters.com/business/healt… #stocks #Investing

Betrifft das Novo?

$NVO $LLY Reuters spoke with doctors and analysts about the first weeks of the new U.S. Medicare obesity drug pilot, and one early trend stands out. Although many expected patients to prefer pills for convenience, most doctors interviewed said patients are choosing injectable treatments such as Novo's Wegovy and Lilly's Zepbound instead. Several analysts also said efficacy appears to matter more than convenience for most patients. Reuters notes that Novo Nordisk had previously said its research suggested Medicare beneficiaries preferred an oral treatment over an injection by roughly two to one. However, physicians say many patients are specifically requesting injections because they know they deliver greater weight loss. Doctors also reported that the rollout has generally gone well. CMS said most coverage authorizations are being completed in less than 12 hours, while some clinics have already received approvals for hundreds of eligible patients. However, physicians also described the process as administratively burdensome, with significant paperwork required to secure patient access.

More perspective on $NVO 's lawsuit against $LLY from U.S. intellectual property attorney Gaston Kroub. Gaston Kroub believes the lawsuit is about much more than advertising. In his view, it signals that Novo Nordisk has decided to take a much more aggressive approach to defending market share at a time when millions of patients are starting obesity treatment. He argues that every patient gained today could remain on therapy for years before the next generation of medicines reaches the market. Gaston Kroub also believes Novo has already achieved a small victory simply by filing the lawsuit. The publicity itself draws attention to Novo's claims and puts pressure on Lilly. If Lilly settles or Novo ultimately prevails, he believes the commercial impact could be meaningful. At the same time, he notes that Novo is taking a risk, as an unfavorable outcome could also damage its own credibility. Link to article (in Danish): borsen.dk/nyheder/virkso…

Aufgrund der national ausgerichteten Politik haben VW Novartis und SMA letztes Jahr schon Milliardeninvestitionen in den usa getätigt bzw. angekündigt um halt günstig zu produzieren. Nationalismus ist das was der BRD fehlt weshalb hier alles den Bach runtergeht und täglich unsere Brüder und Schwestern ermordet werden

Eines zeigt die Meldung von Trump aber: die Zeit arbeitet gegen ihn. Die 200% Zoll wären nicht mal mehr in seiner Amtszeit.