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

$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.

Novo Nordisk seeks Wegovy pill approval in South Africa *** https://medwatch.com/News/Pharma___Biotech/article19489538.ece

𝗣𝗿𝗲𝘀𝗶𝗱𝗲𝗻𝘁 𝗧𝗿𝘂𝗺𝗽 - 𝟬𝟯:𝟱𝟰 𝗣𝗠 𝗣𝗦𝗧 𝟬𝟳.𝟮𝟭.𝟮𝟲 - 𝗧𝗿𝘂𝘁𝗵 𝗦𝗼𝗰𝗶𝗮𝗹 𝗣𝗼𝘀𝘁 "Effective August 1st, 2026, all Generic Drugs being brought into the United States will continue to have a TARIFF of ZERO PERCENT for a two year period of time, after which the TARIFF will be raised to 100% for a one year period of time, and 200% thereafter. This is done in order to RESHORE Generic Pharmaceutical Production into America, with a penalty to those Companies that decide not to build Plant and Equipment within the stated period of time given to them. The objective of this Policy is to protect the people of the United States. The Policy on Patented, Branded, or Innovative Drugs, which has been so successful, will remain as is. Pharmaceutical Facilities are being built, at a level never seen before, all over the United States of America. Thank you for your attention to this matter! President DONALD J. TRUMP