Tilbage i januar lavede jeg et indlæg om en ny kæmpe fabriksudvidelse i US. Der var en drone video hvor man kunne se der var påbegyndt et kæmpe byggeri meget tæt på deres eksisterende produktion i Clayton.
Nogle uger senere fulgte endnu en drone video. For mig at se var det tydeligt der bla bliver bygget en kopi af de 2 kæmpe store finrensningsfabrikker der pt er i gang med at blive bygget i Kalundborg. De koster 16,5 mia per stk.
Drone videoerne blev fjernet kort tid senere
https://proinvestor.com/boards/118365
Et par mdr senere kunne man så i en stillingsannonce se at de var gået i gang med at bygge ny fabrik på mere end 2 millioner sqf. Det er plus 185.000m2.
Det store 42 mia kr udvidelse i Kalundborg er på 170.000m2. Man skal dog være påpasselig med at sammenligne størrelse/pris uden at vide præcis hvad indgår i byggeriet. Men mit bud var at der ville være tale om samlet pris på $4-7 mia
https://proinvestor.com/boards/119161/
I går kom det så frem at Novo den seneste tid har fået hele 17 byggetilladelser. Det skulle dreje sig om bygninger fra til 260m2 til 25.000m2. (En kopi af de store danske finrensningsfabrikker er dog tæt på 50.000m2.)
Ligeledes har BE&K Building Group i januar påbegyndt konstruktion på nærliggende område.
En kilde fortæller at værdien samlet er omkring $4 mia.
Novo er blevet kontaktet for en kommentar. De har ingen kommentar andet end de "vil indenfor de kommende uger fortælle om deres planer".
Kilder fortæller at Johnston County Board of Commissioners vil afholde et møde den 24/6, hvor der skal stemmes om et at give et "økonimisk incitament" til "project Ace". Et projekt der vil skabe en masse nye arbejdspladser.
Det er kutyme at der i forbindelse med en sådan afstemning kommer en offentliggørelse af hvad det handler om.
Den timing passer så også fint med novos kommentar. At de indenfor uger kommer med en meddelelse.
Så lige straks bliver det officielt.
https://www.bizjournals.com/triangle/news/2024/06/17/novo-nordisk-ozempic-wegovy-expand-north-carolina.html
Nogle uger senere fulgte endnu en drone video. For mig at se var det tydeligt der bla bliver bygget en kopi af de 2 kæmpe store finrensningsfabrikker der pt er i gang med at blive bygget i Kalundborg. De koster 16,5 mia per stk.
Drone videoerne blev fjernet kort tid senere
https://proinvestor.com/boards/118365
Et par mdr senere kunne man så i en stillingsannonce se at de var gået i gang med at bygge ny fabrik på mere end 2 millioner sqf. Det er plus 185.000m2.
Det store 42 mia kr udvidelse i Kalundborg er på 170.000m2. Man skal dog være påpasselig med at sammenligne størrelse/pris uden at vide præcis hvad indgår i byggeriet. Men mit bud var at der ville være tale om samlet pris på $4-7 mia
https://proinvestor.com/boards/119161/
I går kom det så frem at Novo den seneste tid har fået hele 17 byggetilladelser. Det skulle dreje sig om bygninger fra til 260m2 til 25.000m2. (En kopi af de store danske finrensningsfabrikker er dog tæt på 50.000m2.)
Ligeledes har BE&K Building Group i januar påbegyndt konstruktion på nærliggende område.
En kilde fortæller at værdien samlet er omkring $4 mia.
Novo er blevet kontaktet for en kommentar. De har ingen kommentar andet end de "vil indenfor de kommende uger fortælle om deres planer".
Kilder fortæller at Johnston County Board of Commissioners vil afholde et møde den 24/6, hvor der skal stemmes om et at give et "økonimisk incitament" til "project Ace". Et projekt der vil skabe en masse nye arbejdspladser.
Det er kutyme at der i forbindelse med en sådan afstemning kommer en offentliggørelse af hvad det handler om.
Den timing passer så også fint med novos kommentar. At de indenfor uger kommer med en meddelelse.
Så lige straks bliver det officielt.
https://www.bizjournals.com/triangle/news/2024/06/17/novo-nordisk-ozempic-wegovy-expand-north-carolina.html
Branden var ikke i produktionen, men i taget på en kontorbygning.
Vi får her bekræftet, at Novo udvider produktionskapaciteten - meget!
Det er betryggende, idet det ser ud til, at Novo følger den logiske strategi. Vi kender ganske vist ikke Novos detaljerede planer. Men vi kender deres markedssituation: At efterspørgslen på Wegovy er så stor i forhold til produktionen, at Novo kun kan levere til udvalgte markeder.
Det er også betryggende at tænke på, at konkurrenter skal forcere den samme "voldgrav", hvis de i fremtiden vil udfordre Novos position med stoffer, der ligner Wegovy.
Det er betryggende, idet det ser ud til, at Novo følger den logiske strategi. Vi kender ganske vist ikke Novos detaljerede planer. Men vi kender deres markedssituation: At efterspørgslen på Wegovy er så stor i forhold til produktionen, at Novo kun kan levere til udvalgte markeder.
Det er også betryggende at tænke på, at konkurrenter skal forcere den samme "voldgrav", hvis de i fremtiden vil udfordre Novos position med stoffer, der ligner Wegovy.
19/6 2024 08:18 troldmanden 10
120985 I følge nedenstående artikel, så HAR novo indkaldt til pressemøde på mandag. Altså samme dag hvor "kommunen" skal stemme om en stor vigtig aftale der giver mange nye jobs.
Som tidligere nævnt så ser jeg der være mindst én stor finrensningsfabrik. Derudover vil jeg tro der også bliver tale om ét eller flere moduler for samle og pak af pens + én eller flere moduler med deres nye fill setup. Hver fill modul koster ca 4 mia kr og samle/pak godt 1 mia kr
https://www.wral.com/story/novo-nordisk-eyes-1-000-job-expansion-in-johnston-county-as-sales-of-weight-loss-drugs-surge/21488908/
Som tidligere nævnt så ser jeg der være mindst én stor finrensningsfabrik. Derudover vil jeg tro der også bliver tale om ét eller flere moduler for samle og pak af pens + én eller flere moduler med deres nye fill setup. Hver fill modul koster ca 4 mia kr og samle/pak godt 1 mia kr
https://www.wral.com/story/novo-nordisk-eyes-1-000-job-expansion-in-johnston-county-as-sales-of-weight-loss-drugs-surge/21488908/
Lilly bygger selvfølgelig også.
Og Novo og Lilly konkurrerer om at annoncere byggerier - i North Carolina.
https://www.msn.com/en-us/health/other/eli-lilly-unveils-new-manufacturing-plant-for-glp-1-pens/ar-BB1offti
"Lilly CEO Dave Ricks recently told the Wall Street Journal the market would have to build 10 to 15 new facilities to meet current demand.
The company has already identified or started building seven facilities, investing $18 billion into the strategy, according to executive vice president Edgardo Hernandez."
Det er som et Matador spil. "Vi bygger nye 7 fabrikker. Og Novo gør noget lignende. Så ender vi på 10 til 15."
Og Novo og Lilly konkurrerer om at annoncere byggerier - i North Carolina.
https://www.msn.com/en-us/health/other/eli-lilly-unveils-new-manufacturing-plant-for-glp-1-pens/ar-BB1offti
"Lilly CEO Dave Ricks recently told the Wall Street Journal the market would have to build 10 to 15 new facilities to meet current demand.
The company has already identified or started building seven facilities, investing $18 billion into the strategy, according to executive vice president Edgardo Hernandez."
Det er som et Matador spil. "Vi bygger nye 7 fabrikker. Og Novo gør noget lignende. Så ender vi på 10 til 15."
23/6 2024 17:37 troldmanden 3121052 Jeg tolker LLYs kommentar som at LLY skal bygge 10-15 fabrikker for at afdække den efterspørgsel der er efter deres stoffer.
Novo skal så også udvide deres kapacitet tilsvarende for at afdække deres pull
LF har også udtalt at selv med de annoncerede fabrikker både novo og LLY er kommet med, så er det langt fra at være nok til at dække det pull der pt er i markedet.
Novo skal så også udvide deres kapacitet tilsvarende for at afdække deres pull
LF har også udtalt at selv med de annoncerede fabrikker både novo og LLY er kommet med, så er det langt fra at være nok til at dække det pull der pt er i markedet.
Børsen nævner drone video her i denne låste artikel:
https://borsen.dk/nyheder/virksomheder/novo-har-droppet-ny-fabrik-med-1100-nye-job?b_source=borsen&b_medium=row_0&b_campaign=news_2
Kan godt forstå at de vil gå stille med dørene.
Den der lever stille lever godet
https://borsen.dk/nyheder/virksomheder/novo-har-droppet-ny-fabrik-med-1100-nye-job?b_source=borsen&b_medium=row_0&b_campaign=news_2
Kan godt forstå at de vil gå stille med dørene.
Den der lever stille lever godet
Jamen, så slipper Dublin for en fabrik til 2 mia € og 1100 job.
https://www.bioprocessintl.com/facilities-capacity/novo-nordisk-seeks-planning-permission-in-ireland-to-up-glp-1-production
https://www.bioprocessintl.com/facilities-capacity/novo-nordisk-seeks-planning-permission-in-ireland-to-up-glp-1-production
23/6 2024 17:31 troldmanden 3121049 Ja det er en nitte. Der var kommet en del klager/krav ind fra området/naboerne. Tilbage i jan/feb. Så novo var blevet bedt om at indsende revideret design. Det er måske det der har været årsagen til de nu trækker sig.
Det betyder så der skal placeres en fabrik et andet sted i Europa. På deres site i Frankrig eller i DK?
Det er også vente at der skal komme en officiel meddelelse her i juni, om den kommende nye fabrik i Odense. Alle tilladelser er på plads. Så nu er det kun novo selv der mangler at trykke på knappen.
De planer der er blevet offentliggjort for Odense, indeholder ikke fylde fabrikker. Fyldefabrikker som var en del af de nu skrottede planer i Dublin.
I morgen bliver sløret så løftet for US udvidelserne. Og måske senere på ugen Odense
Det betyder så der skal placeres en fabrik et andet sted i Europa. På deres site i Frankrig eller i DK?
Det er også vente at der skal komme en officiel meddelelse her i juni, om den kommende nye fabrik i Odense. Alle tilladelser er på plads. Så nu er det kun novo selv der mangler at trykke på knappen.
De planer der er blevet offentliggjort for Odense, indeholder ikke fylde fabrikker. Fyldefabrikker som var en del af de nu skrottede planer i Dublin.
I morgen bliver sløret så løftet for US udvidelserne. Og måske senere på ugen Odense
23/6 2024 17:34 troldmanden 4121050 Det Børsen refere til er de drone videoer jeg linkede til tidligere på året. Og som hurtig forsvandt igen.
Børsen har info her fra PI
Børsen har info her fra PI
24/6 2024 20:55 ProInvestorNEWS 3121067 Novo Nordisk announces 4.1 billion USD investment to expand US manufacturing capacity adline
In 2024, Novo Nordisk plans to boost its current investments, aiming to allocate USD 6.8 billion towards production, a significant increase from the previous year's investment of USD 3.9 billion*.
Bagsværd, Denmark, 24 June 2024 - Novo Nordisk today announced plans to invest 4.1 billion US dollars (approx 27 billion Danish kroner) to build a second fill and finishing manufacturing facility in Clayton, North Carolina, and grow its ability to produce current and future injectable treatments for people with obesity and other serious chronic diseases.
Marking one of the largest manufacturing investments in Novo Nordisk's history, the expansion will add 1.4 million square feet of production space for aseptic manufacturing and finished production processes, doubling the combined square footage of all three of the company's existing facilities in North Carolina. It will also add 1,000 new jobs, besides the nearly 2,500 Novo Nordisk employees already working in the region, a central hub for innovation and biotechnology in the United States.
"It took us a century to reach 40 million patients, but through this expansion and continued investment in our global production, we're building Novo Nordisk's ability to serve millions more people living with serious chronic diseases in the future," said Lars Fruergaard Jørgensen, president and CEO of Novo Nordisk. "This is yet another real signal of our efforts to scale up our production to meet the growing global need for our life-changing medicines and the patients of tomorrow."
Utilising state-of-the-art technology, roof-top solar panels and innovative water strategies, the facility is designed in an efficient and environmentally sustainable way to deliver the highest-quality products to patients around the world. The goal is to obtain LEED Gold certification, recognised as a standard of excellence in constructing healthy, efficient, carbon and cost-saving green buildings.
"Clayton was the first manufacturing site for Novo Nordisk in the US, and this new, large-scale investment confirms the continued importance of our production facilities there as cornerstones of our company's growth," said Henrik Wulff, executive vice president, Product Supply, Quality & IT, Novo Nordisk. "For decades, we have partnered to foster a well-trained, dedicated and diverse local workforce in North Carolina. In Clayton and across our global manufacturing sites, we are driven by one purpose: to deliver more for the millions of people living with chronic diseases - and this facility will help us achieve just that."
Early clearing and foundational work are already underway to prepare the 56-acre facility footprint. Construction will gradually be finalized between 2027 and 2029. Around 2,000 external contractors will be engaged at the height of the project.
"It's a historic day for Johnston County," said Butch Lawter, Chair of the Johnston County Board of Commissioners, who, during today's press conference, announced county grants to further support the expansion project. "Thirty-one years ago, Novo Nordisk decided to make a new home here in Clayton. Then, in 2016, they announced a new facility right across the street - the single largest life sciences investment on state record at the time. Today, they're breaking that record again... with a third facility, 1,000 new jobs and a vote of confidence in the partnerships we have forged in the community over the decades."
In 2024, Novo Nordisk will increase actual investments in production and plans to invest approx USD 6.8 billion (DKK 45 billion) in production compared to actual investments of USD 3.9 (DKK 26 billion) last year* to increase supply.
Visit novonordisk.com for photos and b-roll supporting this press release.
About Novo Nordisk manufacturing
Novo Nordisk has a global manufacturing setup with five strategic production sites located in Denmark, US, France,
Brazil and China. All Novo Nordisk's medicines are manufactured at these sites and subsequently distributed to patients around the globe. This includes producing almost half of the world's insulin, GLP-1 medicines for the treatment of diabetes and obesity and medicines to treat rare diseases such as haemophilia and growth disorders. Novo Nordisk's manufacturing unit has almost 20,000 employees who are dedicated to delivering the highest quality to patients globally in an efficient and environmentally sustainable way.
About Novo Nordisk
Novo Nordisk is a leading global healthcare company, founded in 1923 and headquartered in Denmark. Our purpose is to drive change to defeat serious chronic diseases, built upon our heritage in diabetes. We do so by pioneering scientific breakthroughs, expanding access to our medicines, and working to prevent and ultimately cure disease. Novo Nordisk employs about 66,000 people in 80 countries and markets its products in around 170 countries. For more information, visit novonordisk.com, Facebook, Instagram, X, LinkedIn and YouTube.
Contacts for further information
Media:
Ambre James-Brown
+45 3079 9289
abmo@novonordisk.com
Liz Skrbkova (US)
+1 609 917 0632
lzsk@novonordisk.com
Investors:
Jacob Martin Wiborg Rode
+45 3075 5956
jrde@novonordisk.com
David Heiberg Landsted
+45 3077 6915
dhel@novonordisk.com
Sina Meyer
+45 3079 6656
azey@novonordisk.com
Frederik Taylor Pitter
+45 3075 8259
fptr@novonordisk.com
In 2024, Novo Nordisk plans to boost its current investments, aiming to allocate USD 6.8 billion towards production, a significant increase from the previous year's investment of USD 3.9 billion*.
Bagsværd, Denmark, 24 June 2024 - Novo Nordisk today announced plans to invest 4.1 billion US dollars (approx 27 billion Danish kroner) to build a second fill and finishing manufacturing facility in Clayton, North Carolina, and grow its ability to produce current and future injectable treatments for people with obesity and other serious chronic diseases.
Marking one of the largest manufacturing investments in Novo Nordisk's history, the expansion will add 1.4 million square feet of production space for aseptic manufacturing and finished production processes, doubling the combined square footage of all three of the company's existing facilities in North Carolina. It will also add 1,000 new jobs, besides the nearly 2,500 Novo Nordisk employees already working in the region, a central hub for innovation and biotechnology in the United States.
"It took us a century to reach 40 million patients, but through this expansion and continued investment in our global production, we're building Novo Nordisk's ability to serve millions more people living with serious chronic diseases in the future," said Lars Fruergaard Jørgensen, president and CEO of Novo Nordisk. "This is yet another real signal of our efforts to scale up our production to meet the growing global need for our life-changing medicines and the patients of tomorrow."
Utilising state-of-the-art technology, roof-top solar panels and innovative water strategies, the facility is designed in an efficient and environmentally sustainable way to deliver the highest-quality products to patients around the world. The goal is to obtain LEED Gold certification, recognised as a standard of excellence in constructing healthy, efficient, carbon and cost-saving green buildings.
"Clayton was the first manufacturing site for Novo Nordisk in the US, and this new, large-scale investment confirms the continued importance of our production facilities there as cornerstones of our company's growth," said Henrik Wulff, executive vice president, Product Supply, Quality & IT, Novo Nordisk. "For decades, we have partnered to foster a well-trained, dedicated and diverse local workforce in North Carolina. In Clayton and across our global manufacturing sites, we are driven by one purpose: to deliver more for the millions of people living with chronic diseases - and this facility will help us achieve just that."
Early clearing and foundational work are already underway to prepare the 56-acre facility footprint. Construction will gradually be finalized between 2027 and 2029. Around 2,000 external contractors will be engaged at the height of the project.
"It's a historic day for Johnston County," said Butch Lawter, Chair of the Johnston County Board of Commissioners, who, during today's press conference, announced county grants to further support the expansion project. "Thirty-one years ago, Novo Nordisk decided to make a new home here in Clayton. Then, in 2016, they announced a new facility right across the street - the single largest life sciences investment on state record at the time. Today, they're breaking that record again... with a third facility, 1,000 new jobs and a vote of confidence in the partnerships we have forged in the community over the decades."
In 2024, Novo Nordisk will increase actual investments in production and plans to invest approx USD 6.8 billion (DKK 45 billion) in production compared to actual investments of USD 3.9 (DKK 26 billion) last year* to increase supply.
Visit novonordisk.com for photos and b-roll supporting this press release.
About Novo Nordisk manufacturing
Novo Nordisk has a global manufacturing setup with five strategic production sites located in Denmark, US, France,
Brazil and China. All Novo Nordisk's medicines are manufactured at these sites and subsequently distributed to patients around the globe. This includes producing almost half of the world's insulin, GLP-1 medicines for the treatment of diabetes and obesity and medicines to treat rare diseases such as haemophilia and growth disorders. Novo Nordisk's manufacturing unit has almost 20,000 employees who are dedicated to delivering the highest quality to patients globally in an efficient and environmentally sustainable way.
About Novo Nordisk
Novo Nordisk is a leading global healthcare company, founded in 1923 and headquartered in Denmark. Our purpose is to drive change to defeat serious chronic diseases, built upon our heritage in diabetes. We do so by pioneering scientific breakthroughs, expanding access to our medicines, and working to prevent and ultimately cure disease. Novo Nordisk employs about 66,000 people in 80 countries and markets its products in around 170 countries. For more information, visit novonordisk.com, Facebook, Instagram, X, LinkedIn and YouTube.
Contacts for further information
Media:
Ambre James-Brown
+45 3079 9289
abmo@novonordisk.com
Liz Skrbkova (US)
+1 609 917 0632
lzsk@novonordisk.com
Investors:
Jacob Martin Wiborg Rode
+45 3075 5956
jrde@novonordisk.com
David Heiberg Landsted
+45 3077 6915
dhel@novonordisk.com
Sina Meyer
+45 3079 6656
azey@novonordisk.com
Frederik Taylor Pitter
+45 3075 8259
fptr@novonordisk.com
