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

Wegovy pill hits warp speed $NVO $LLY The weekly prescription data for the week ending February 6, 2026, has arrived, and it is indeed very strong. The entire GLP-1 complex came back strong, but the underlying trends for Novo are particularly positive. The Oral rocket ship The Wegovy pill continues to be the standout story of Q1. Visible retail volume surged +34% week-over-week to hit 38,220 TRx. Remember, this is just the "visible" portion. We know that the actual run rate (including NovoCare/Telehealth) exceeded 50k last week. With this kind of visible acceleration, the true number is rapidly climbing and market is expanding. Injectables bounce back The negative case last week was that coverage losses would impair the injectable business. The data says otherwise. - Wegovy total: +16.3% (Rebounding from -5.3%) - Injectable only: +13.9% (Excluding the pill) This confirms that the core franchise remains robust. The pill is acting as a massive incremental growth engine, not a cannibalistic one. Market expansion The overall market is healthier than ever. Total starter doses (new patients) hit a new all-time high of 461k TRx. While Lilly captured 36k of that growth (driven by a record 264k vials), Novo captured a very healthy 31k new starters. Summary We are looking at a Novo Nordisk with tailwind. They have stabilized the core injectable business and successfully launched a high-growth oral product that is growing 34% a week. Next catalysts: - Medicare coverage implementation (app. July) - High-dose Wegovy (7.2mg) launch - Continued oral expansion - Decline in volumes from compounders https://x.com/i/status/2022287406892761121

Waren die nicht letztes Mal früher da?

Ja genau 👍 IQVIA

du meinst die IQVIA? die sind auch nicht "komplett". Komplette hat nur Novo ....

Kommen die Kompletten Daten heute später rein ?

Auf welcher Seite findet man diese Zahlen genau?

Hims und Here's versenkt sich gerade. Von knapp 54 € auf 13,4 € innerhalb von 4 Monaten eben mal um 75% gefallen. Nicht gerade gut gelaufen.

Besser als tausend Worte.

9 Uhr Pump ist gut?

💊🚀🔭

Sehr schön 👍

38.432 bei symphony!

Die TRx-Daten kommen erst heute! von Symphony werden zwischen 8 und 9 Uhr MEZ veröffentlicht, kurz vor Börsenbeginn in Dänemark um 9 Uhr. Später, um 12 Uhr MEZ, werden die TRx-Daten von IQVIA veröffentlicht.

Krass, besser wie erwartet, Danke Pizza Man!! Ps: meine Lieblingspizza ist Regina 😃

Das wäre ja phänomenal!

https://x.com/i/status/2022037477742325974