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

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.

🇩🇰 SB1 Markets reiterates Buy on $NVO with a DKK 360 price target. Ahead of tomorrow's earnings, they highlight that oral Wegovy now accounts for more than one-third of all Wegovy prescriptions in the US and view the prescription data as supporting a successful US launch.

The last part about NVO/ wegovy pill being ahead $LLY Foundayo everywhere wegovy pill has been launched. Well currently it’s only in US and UAE both pills are launched. In UAE Foundayo was launched about 1 month before wegovy pill. Rumours say wegovy pill is outselling Foundayo more than 2:1. But I have not seen any actual data yet, so for now it’s still just rumours. But the way Doustdar frames it, then wegovy pill have very likely passed Foundayo even though it was the last one to be launched

Macht doch nichts! Du scheinst so pleite zu sein das dein Magen eh leer ist!

Ely Lilly Übernahme 😁👍

Doustdar also signalled he would consider far bigger deals than Pfizer’s $10bn acquisition of obesity drug developer Metsera after a takeover battle with Novo, saying that was not a “large” transaction in his eyes.

Arrogance kills’: Novo chief injects risk-taking into Ozempic maker https://archive.is/2026.08.04-045736/https://www.ft.com/content/d44d9139-c6ac-41de-851d-ab30b6085ce2?syn-25a6b1a6=1

Vielleicht können Sie schon jetzt ein größeres Rad drehen, weil langsam aus den Investitionen auch Geld zurück kommt 🤔🔮

Im Frühjahr war noch von 40mrd die Rede.

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…

Wir sind vorerst von der DMA200 abgeprallt, was ein gute Zeichen wäre.

Das API wollen sie wohl dort herstellen

"local manufacturing partner"? Also Teil der Produktion für wegovy Pill in China?

According to Finans, $NVO is exploring a partnership with a Chinese contract manufacturer to produce synthetic semaglutide in China. The report says Novo's top management visited China in June and met with a potential partner as it evaluates ways to secure enough semaglutide for future demand, particularly if Oral Wegovy is adopted by millions of patients. Supply chain experts told Finans that using a local manufacturing partner would give Novo greater flexibility to scale production up or down as demand evolves. Novo declined to comment.

$NVO has officially opened a new manufacturing facility in Bohumil, Czech Republic, following an investment of more than CZK 8 billion (approximately $370 million). The site will produce proteins and other key components for Novo Nordisk's next generation diabetes and obesity medicines. It currently employs around 300 people, will initially support clinical production, and is expected to gradually expand into commercial manufacturing. https://www.czechtradeoffices.com/se/news/danish-pharma-giant-novo-nordisk-opens-new-manufacturing-facility-in-the-czech-republic

Nur Geduld bald wieder über 45€ 😉