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

According to this NEJM paper Medicare will reimburse $NVO and $LLy same old prices for diabetes , CV and sleep apnea indications. And obesity indication ( huge pool of pts) will be extra. Until balance program takes over Bridge ( active till Dec 2027) This is huge extra revenues for both $LLY and $NVO. I expect novo revenues not to decline but actually may increase in q4. https://x.com/i/status/2081587345216966786 Und das vom Novo Bären höchstpersönlich

Wegovy 🕺

https://youtube.com/shorts/9CHgA-H9M4o?is=IAzEBJuP5vhpcQCn

Sehr gute Antwort von Novo.

One interesting takeaway from Bloomberg's interview with $NVO General Counsel John Kuckelman is that Novo says filing the lawsuit was a last resort. According to John Kuckelman, Novo first contacted $LLY months ago in an attempt to resolve the issue privately after the approval of Wegovy 7.2 mg. "We didn't even get the courtesy of a response," he said. He also emphasized that Novo is "not a law firm" and would rather spend its time developing medicines than filing lawsuits. However, he argued that the company felt it had "no choice" because Lilly continued running advertisements that Novo believes mislead patients about the relative efficacy of the two companies' obesity medicines. John Kuckelman also suggested this is not an isolated incident. He claimed Lilly has used similar advertising comparisons involving Mounjaro versus Ozempic and even compared its Foundayo with Rybelsus before approval, calling it "a pattern" that ultimately compelled Novo to take legal action.

Ja sehr gute. 170k TRx

Gab es gestern eigentlich Zahlen aus den USA ?

Novo Sues Rival Lilly Over Weight-Loss Ads *** https://www.youtube.com/watch?v=MQIoHsCWSxw

Source für den vorherigen Text https://www.glpwinner.com/insights/why-is-lilly-suing-the-fda-over-retatrutide-the-biologic-lawsuit-and-ofa-amicus-brief-explained

The company said major cardiovascular events occurred less frequently ​than expected in both the treatment and placebo groups. But when measuring just the three most severe events - ​heart attack, stroke and death - patients on retatrutide had a 12% higher risk than the placebo group." The article also states: "Lilly said it plans ⁠to ​submit a biologics license application for retatrutide to the FDA in the ​first quarter of next year. The company also said full results of the latest trials will be published in medical journals at a ​later date." Some information about biologics and the Biologics License Application (BLA): "Expensive biologic medications make up only 5% of prescriptions in the U.S. but account for 51% of total drug spending as of 2024." (source) Biologics are not allowed to be compounded. (source) However, they are in fact much more expensive to produce than small molecule class drugs or peptides. The advantage for a pharma producer when a product in the BLA procedure is a 12 year market exclusivity period, where biosimilars as reference products will not be approved by the FDA to enter the market. (source, p. 32) Edit: Some more background about the question on biologics approval: In 2023, the FDA already denied the approval of another drug as a biologic (Alzheimer's disease) by Eli Lilly before. (source) In 2024, Eli Lilly sued the FDA for its terms on biologics classification. (source) Currently, Eli Lilly is suing the FDA again to reclassify retatrutide as a biologic rather than a traditional drug. (source)

Oral-glp-1-tracker updated: https://www.fiercepharma.com/pharma/oral-glp-1-tracker-launch-trajectories-lilly-foundayo-novo-wegovy-pill

0,3DKK im plus geschlossen. Ganz schön Sand im getriebe momentan

Doppeltes Volumen in der ersten Handelstunde in NYSE in Vergleich zu den letzten Tagen

Sieht doch gut aus bisher, der tag ist zwar noch lang aber bisher ging meine These, dass die amis uns hoch kaufen, um 12 uhr auf 👍

Warten wir erstmal die Zahlen der nächsten Wochen ab. Hier brauchen wir unbedingt eine Bestätigung,je höher diese ausfällt je bestärken könnte novo darin sein die prognose anzupassen, das hängt zu einem Großteil an medicare wo novo sehr sehr konservativ war.

Wäre aber viel oder? Aber nehmen wir natürlich gerne mit 👍