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

Ja für so Nörgel-Johnies wie dich wäre das so oder so am Besten 😉

$LLY $NVO $VKTX bofa Based on 4 weeks of Symphony data in July, total obesity TRx in Medicare (Novo+ LLY) has grown 57% (since data 3rd July). Yet, as of data for week 24th July, $LLY has c68% share of this new growth. This is because injectables represent81% of TRx growth in Medicare since start of July, &Zepbound has 79% share of the incremental injectable volume. While $NVO dominates in incremental oral capture (78% share for Wegovy pill vs 22% for Foundayo), orals are capturing a smaller portion (19%)of the Medicare expansion so far.

Novo wächst , zwar nicht so schnell wie lilly aber es wächst. Medicare zeigt 80% bevorzugen die Spritze. Wenn alles gleich viel kostet nimmt man natürlich das beste was man bekommen kann. Der Rest nimmt die pille aus Angst vor spritzen oder der einfacheren Handhabung. Novo braucht einfach eine bessere spritze um lilly da angreifen zu können.

21% wegovy zu 79% zepbound bei den spritzen ist schon krass. Das gleiche Verhältnis ist bei Wegovy Pill zu foundayo vorhanden

Welche Bedeutung hat das für die Quartalszahlen deiner Meinung nach?

Der Kurs bekommt ja gar keine echte Chance die 45 zu nehmen

Ist echt komisch. Würde mich mal interessieren auf Basis welcher Daten die Verkäufer hier agieren. Sind das alles microtrader ?

Vielleicht wollen viele erstmal die Quartalszahlen nächste Woche abwarten. Erst dann wird es wahrscheinlich wieder mehr Schwung geben

Irgendwie läuft es nicht rund mit dem Kurs.🤨

In x gibts zwei Accounts : Research Pulse oder Investment seeker Symphony TRx for wegovy pill in week 29 was 128,727 down 0.5% over week 28. 1.5mg was up by 1.0% and now has 33.1% of all prescriptions. Up from 32.6% in week 28 4mg was down 2.5% and now has 37.0% share of all wegovy pill scripts. Down by 0.7 percentages points over the week before. The two highest doses, 9mg and 25mg are where things get more interesting. Those costs $299 with the two lowest doses at $149. So, it’s very important to see them grow further. 9mg was down 1.0% vs week 28 and has 17.1% of all wegovy pill prescriptions. That was the same as in week 28. 25mg saw a 2.0% increase to new record level with 12.9% share of all wegovy pill scripts. Up from 12.6% the week before. The two higher doses had 30.0% of all scripts. Up from 29.7% the week before. All this translates to ASP (with Symphony data) increased by $0.60 to $194.15. That’s 0.3% higher than the week before and a new record. Together with volume decline at 0.5%, overall value growth in week 29 was negative with 0.2% vs week 28 While we still see ASP increasing, the tempo has come down. With 100% price jump from the 2 lower doses to the two higher doses, it’s only natural that a lot can’t afford that jump. Without push from Bridge it seems we have a ceiling just below $200 Foundayo week 16 For week 16, Foundayo TRx was 11,221 up from 10,288 the week before. That’s an increase of 9.1%. Wegovy pill Symphony number was 99,445 in week 16. This means Foundayo only has 11.3% of scripts vs Wegovy pill in week 16. And only 8.7% of scripts when comparing with today’s new numbers. Important note. Foundayo does MUCH better in IQVIA reporting. Likely because a higher share of Foundayo sales is through online channels than wegovy pill.

Hat jemand den Link zur Originalquelle der iqvia oder symphony daten? Sehe immer nur Meldungen der Zahlen hier im Forum oder auf stocktwits.

Bullish !!! Das ist gut

Wegovy injection set a new record in this weeks symphony

Ok das war mir noch nciht bewusst

JaEin. Foundayo ist noch nicht für T2D zugelassen.