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

As $NVO attempts to expand its pipeline and diversify its portfolio, Doustdar said he was open to “big” mergers and acquisitions. “Probably today we are in more data rooms than ever before looking into anything and everything that is out there.” But he stressed that the company prioritised assets that fill gaps in its portfolio over size.” That’s NVO CEO in a fresh interview with Financial Times. When you reach the level of being in their data room, then you are doing hardcore DD, preparing to make an offer for those that live up to their desired criteria. I think they will announce M&A before their upcoming CMD in September. With ziltivekimab failure last Friday, they will also be even more active to fill the pipeline with assets outside obesity/T2D “I do think that we need to diversify, no doubt about it, but I think we need to have disciplined diversifications around science areas and customer populations that we are synonymous with,” he said. NVO can do $50B if they see the right fits. But they still need to be disciplined and not overpay. I would like to see them get even bigger foothold in Chinese R&D. To get more acces to the lightning speed of development in China. $LLY $VKTX ft.com/content/d44d91…

McDonalds mit einem revenue miss, bullish für glp-1 😀

Nur Geduld bald wieder über 45€ 😉

Mike Doustdar called Oral Wegovy sales "phenomenal" and said LLY's launch of Foundayo has not reduced demand. Instead, Novo has seen demand for Oral Wegovy continue to accelerate.