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

Was liefern wir noch mal ab, Joe? 🥴

Irgendwie ist das seltsam. Eli kann machen was es will und steigt und wir liefern ab und bekommen eins auf den Deckel 🤨😵‍💫

Der gesamte Markt erlebt einen starken Aufschwung, doch dieses Produkt schafft es immer noch nicht, nachhaltig an Wert zu gewinnen.Dennoch sind die Optimisten wieder voller Hoffnung.

It is still important to remember that IQVIA data excludes NovoCare and Telehealth channels. Some estimates already suggest Novo's true weekly TRx run rate is materially higher than the visible retail data suggests (some say it only tracks 60% of the volume). We will likely know on May 6th. Margin mechanics: Vials vs. Pills There is a lot of talk regarding the Net Margin of these different form factors: - Vial defense: Some argue that Lilly’s vials are high margin because they bypass PBM rebates. While true, this is a defensive move to maintain pricing power in the cashpay market. - Pill offense: The Wegovy pill is conversely often cited as low margin due to the high amount of API needed for oral delivery. However, Novo is trading that margin for market saturation. By flooding the funnel with an easy / convinient entry point, they are locking in a patient base that is difficult to displace. Also, pill margin is better than most expect. Next frontier: High Dose Wegovy The launch of 7.2mg Wegovy is now in its second week on the market. While volume is currently limited at 401 TRx, this is the Efficacy cover that will eventually close most of the gap with Mounjaro/Zepbound on total weight loss percentages, but not the AE gap. Conclusion Novo has successfully diversified its portfolio into a multi form factor ecosystem. They have the mass market oral (113k TRx), the standard injectable pen, and now the high-dose 7.2mg for premium efficacy. With Medicare obesity coverage beginning in July, Novo is well positioned to capture the wave

Du meinst die Achieve-4-Studie? Ich hab noch nicht gelesen, ob das der FDA das in Bezug auf die Leber reicht.

Du meinst die Achieve-4-Studie? Ich hab noch nicht gelesen, ob das der FDA das in Bezug auf die Leber reicht.

Ich bin zufrieden EK 31,50€ und wir sind schon wieder bei 35€ gewesen.😁👍😉

Hab mich verlesen, dachte nämlich das ich gestern gelesen habe dass , das schon nachgereicht wurde von Eli.