Wegovys omsætning var på 11,7 Mia DKK i Q2 mod en forventet consensus på 13.5 på DKK
Altså en dif på ca 1,8 Mia DKK.
Jeg har set at det fra Novos side forklares med bl.a. at de rabatter de havde udgiftsført i Q1 havde vist sig ikke at være tilstrækkelige.
Og jeg har set at et beløb 100 Mio DKK er nævnt.
Der er noget her der ikke passer sammen.
Det andet er så om Novos bogføring af rabatter er retvisende.
Altså at de bogfører et foreløbigt gæt - og så korrigerer i næste kvartal.
Hvis det er mindre udsving er det OK.
Men når Novo selv siger, at det er en af årsagerne til at Wegovys omsætning ligger så lavt.
Så skulle de måske se lidt på deres konteringsregler . .
Altså en dif på ca 1,8 Mia DKK.
Jeg har set at det fra Novos side forklares med bl.a. at de rabatter de havde udgiftsført i Q1 havde vist sig ikke at være tilstrækkelige.
Og jeg har set at et beløb 100 Mio DKK er nævnt.
Der er noget her der ikke passer sammen.
Det andet er så om Novos bogføring af rabatter er retvisende.
Altså at de bogfører et foreløbigt gæt - og så korrigerer i næste kvartal.
Hvis det er mindre udsving er det OK.
Men når Novo selv siger, at det er en af årsagerne til at Wegovys omsætning ligger så lavt.
Så skulle de måske se lidt på deres konteringsregler . .
8/8 2024 12:04 Aps invest 5
121700 Novo Nordisks ærkerival Eli Lilly har sat den danske kollega til vægs med en langt bedre end ventet udvikling for selskabets vigtigste produkter til behandling af fedme og diabetes.
Onsdag skuffede Novo med salget af sine rivaliserende produkter, der sendte aktien ned med 6,7 pct. I torsdagens formarked bliver amerikanske Eli Lilly-aktien sendt op med 8,9 pct. efter et fald på 2,7 pct. onsdag.
Salget af Eli Lillys fedmehåb Zepbound, der konkurrerer med Novos Wegovy, landede på 1243,2 mio. dollar. Her ventede analytikere adspurgt af Bloomberg News kun 818,9 mio. dollar.
I andet kvartal steg salget af Mounjaro, der kæmper med Novos Ozempic, til 3,09 mia. dollar, hvor analytikerne ventede 2,37 mia. dollar.
Onsdagens regnskab fra Novo Nordisk viste en skuffende udvikling i andet kvartal for fedmemidlet Wegovy, der kun nåede et salg på 11,7 mia. kr., hvor der var ventet et salg på 13,5 mia. kr. Det skuffende salg skyldtes delvist en ekstra rabatgivning i perioden.
Den danske medicinalkæmpe skuffede også med salget af det med afstand største produkt, Ozempic, der viste en vækst i lokalvaluta på 30 pct. til 28,9 mia. kr. mod ventet 29,8 mia. kr.
.\˙ MarketWire
Onsdag skuffede Novo med salget af sine rivaliserende produkter, der sendte aktien ned med 6,7 pct. I torsdagens formarked bliver amerikanske Eli Lilly-aktien sendt op med 8,9 pct. efter et fald på 2,7 pct. onsdag.
Salget af Eli Lillys fedmehåb Zepbound, der konkurrerer med Novos Wegovy, landede på 1243,2 mio. dollar. Her ventede analytikere adspurgt af Bloomberg News kun 818,9 mio. dollar.
I andet kvartal steg salget af Mounjaro, der kæmper med Novos Ozempic, til 3,09 mia. dollar, hvor analytikerne ventede 2,37 mia. dollar.
Onsdagens regnskab fra Novo Nordisk viste en skuffende udvikling i andet kvartal for fedmemidlet Wegovy, der kun nåede et salg på 11,7 mia. kr., hvor der var ventet et salg på 13,5 mia. kr. Det skuffende salg skyldtes delvist en ekstra rabatgivning i perioden.
Den danske medicinalkæmpe skuffede også med salget af det med afstand største produkt, Ozempic, der viste en vækst i lokalvaluta på 30 pct. til 28,9 mia. kr. mod ventet 29,8 mia. kr.
.\˙ MarketWire
8/8 2024 12:13 Aps invest 4121701 Novo-aktien trækkes op af konkurrentregnskab
I dag kl. 13:05 ∙ MarketWire Premium
Positive meldinger i regnskabet fra konkurrenten Eli Lilly trækker torsdag over middag aktien i Novo Nordisk op efter en noget afdæmpet udvikling for aktien i formiddagens handel.
Ærkerivalen rapporterer en langt bedre end ventet udvikling for sine vigtigste produkter til behandling af fedme og diabetes.
Fedmemidlet Zepbound, der konkurrerer med Novos Wegovy, landede på 1243,2 mio. dollar. Her ventede analytikere adspurgt af Bloomberg News kun 818,9 mio. dollar. Og for Mounjaro, der kæmper med Novos Ozempic, steg salget til 3,09 mia. dollar, hvor analytikerne ventede 2,37 mia. dollar.
Den amerikanske medicinalaktie reagerer umiddelbart med et plus på 9,4 pct. i det amerikanske formarked, mens Novo-aktien stiger 4,6 pct. til 866,50 kr. efter et mere beskedent plus på 1,1 pct. ved middagstid torsdag før kvartalsrapporten fra Eli Lilly.
.\˙ MarketWire
I dag kl. 13:05 ∙ MarketWire Premium
Positive meldinger i regnskabet fra konkurrenten Eli Lilly trækker torsdag over middag aktien i Novo Nordisk op efter en noget afdæmpet udvikling for aktien i formiddagens handel.
Ærkerivalen rapporterer en langt bedre end ventet udvikling for sine vigtigste produkter til behandling af fedme og diabetes.
Fedmemidlet Zepbound, der konkurrerer med Novos Wegovy, landede på 1243,2 mio. dollar. Her ventede analytikere adspurgt af Bloomberg News kun 818,9 mio. dollar. Og for Mounjaro, der kæmper med Novos Ozempic, steg salget til 3,09 mia. dollar, hvor analytikerne ventede 2,37 mia. dollar.
Den amerikanske medicinalaktie reagerer umiddelbart med et plus på 9,4 pct. i det amerikanske formarked, mens Novo-aktien stiger 4,6 pct. til 866,50 kr. efter et mere beskedent plus på 1,1 pct. ved middagstid torsdag før kvartalsrapporten fra Eli Lilly.
.\˙ MarketWire
Hvordan ser amerikanerne på Eli Lilys produkter i forhold til Novo Nordisk? Er de også under prispres fra Bernie drengen, eller er det kun Novo nordisk? Nævner Eli Lily noget om dette i deres halvårs rapport? Undskyld de mange spørgsmål.
Prøver igen. Mit sidste indlæg fejlede. Indlæget var bla bla.
8/8 2024 13:35 Thorkild01 4121705 Klip fra deres rapport ang. de forskellige produkter
"Mounjaro
For Q2 2024, worldwide Mounjaro revenue was $3.09 billion compared with $979.7 million in Q2 2023. U.S. revenue was $2.41 billion compared with $915.7 million in Q2 2023, reflecting continued strong demand, improved channel dynamics, and higher realized prices due to savings card dynamics. In the second half of 2024, these savings card dynamics should have a minimal impact on realized price comparisons to base periods, as the $25 non-covered benefit expired on June 30, 2023. Revenue outside the U.S. increased to $677.2 million compared with $64.0 million in Q2 2023, primarily driven by volume associated with the launch of Mounjaro KwikPen in various markets.
Trulicity
For Q2 2024, worldwide Trulicity revenue decreased 31% compared with Q2 2023 to $1.25 billion. U.S. revenue decreased 36% to $876.7 million, driven by decreased sales volume primarily due to competitive dynamics and supply constraints, partially offset by improved wholesaler stocking levels on certain doses. Revenue outside the U.S. decreased 16% to $368.9 million, primarily driven by decreased volume. In addition to the factors affecting U.S. volume, international markets continue to be impacted by actions Lilly has taken to manage demand amid tight supply, including measures to minimize the impact on existing patients by communicating with healthcare practitioners to not start new patients on Trulicity.
Verzenio
For Q2 2024, worldwide Verzenio revenue increased 44% compared with Q2 2023 to $1.33 billion. U.S. revenue was $861.4 million, an increase of 46%, primarily driven by increased demand. Revenue outside the U.S. was $470.5 million, an increase of 39%, driven by increased demand, partially offset by the unfavorable impact of foreign exchange rates.
Zepbound
For Q2 2024, U.S. Zepbound revenue was $1.24 billion. Zepbound launched in the U.S. for the treatment of adult patients with obesity or overweight with weight-related comorbidities in November 2023.
Jardiance
For Q2 2024, the company's worldwide Jardiance revenue increased 15% compared with Q2 2023 to $769.6 million. U.S. revenue was $428.9 million, an increase of 11%, driven by increased demand. Revenue outside the U.S. was $340.7 million, an increase of 21%, driven by increased volume.
Jardiance is part of the company's alliance with Boehringer Ingelheim. Lilly reports as revenue royalties received on net sales of Jardiance.
Taltz
For Q2 2024, worldwide Taltz revenue increased 17% compared with Q2 2023 to $824.7 million. U.S. revenue increased 14% to $539.4 million, driven by increased demand and, to a lesser extent, channel dynamics. Revenue outside the U.S. increased 23% to $285.3 million, driven by increased demand.
Humalog
For Q2 2024, worldwide Humalog revenue increased 43% compared with Q2 2023 to $631.6 million. U.S. revenue was $434.7 million, an increase of 89%, driven by higher realized prices primarily due to changes to estimates for rebates and discounts, segment mix and increased demand. Revenue outside the U.S. was $196.9 million, a decrease of 7%, driven by decreased volume, partially offset by higher realized prices.
2024 Financial Guidance
2024 full-year revenue guidance increased by $3.0 billion to the range of $45.4 billion to $46.6 billion, primarily driven by the strong performance of Mounjaro and Zepbound, as well as the company's non-incretin medicines. Additionally, the company has improved clarity into the timing and pace of the company's production expansions and planned Mounjaro launches outside the U.S. In Q2 2024, the company achieved a number of supply-related milestones and has increased confidence regarding production expectations for the rest of the year.
The ratio of (Gross Margin - OPEX) / Revenue, where OPEX is defined as the sum of research and development expenses and marketing, selling and administrative expenses, is now expected to be in the range of 36% to 38% on a reported basis and 37% to 39% on a non-GAAP basis. Both ratios reflect the $3.0 billion increase in revenue guidance.
Guidance on a reported basis now includes asset impairment, restructuring and other special charges of $435 million to reflect the Q2 2024 charge, which was associated with anticipated litigation payments.
Other income (expense) guidance is now expected to be a range of ($525) to ($425) million of expense on a reported basis and ($400) to ($300) million of expense on a non-GAAP basis, both reflecting lower expected net interest expense. The reported guidance also reflects net losses on investments in equity securities through Q2 2024.
Tax rate guidance is now expected to be approximately 15% on both a reported and non-GAAP basis, driven by changes in the company's forecasted mix of earnings in higher tax jurisdictions.
Based on these changes, EPS guidance increased to the ranges of $15.10 to $15.60 on a reported basis and $16.10 to $16.60 on a non-GAAP basis. The company's 2024 financial guidance reflects adjustments shown in the reconciliation table below."
"Mounjaro
For Q2 2024, worldwide Mounjaro revenue was $3.09 billion compared with $979.7 million in Q2 2023. U.S. revenue was $2.41 billion compared with $915.7 million in Q2 2023, reflecting continued strong demand, improved channel dynamics, and higher realized prices due to savings card dynamics. In the second half of 2024, these savings card dynamics should have a minimal impact on realized price comparisons to base periods, as the $25 non-covered benefit expired on June 30, 2023. Revenue outside the U.S. increased to $677.2 million compared with $64.0 million in Q2 2023, primarily driven by volume associated with the launch of Mounjaro KwikPen in various markets.
Trulicity
For Q2 2024, worldwide Trulicity revenue decreased 31% compared with Q2 2023 to $1.25 billion. U.S. revenue decreased 36% to $876.7 million, driven by decreased sales volume primarily due to competitive dynamics and supply constraints, partially offset by improved wholesaler stocking levels on certain doses. Revenue outside the U.S. decreased 16% to $368.9 million, primarily driven by decreased volume. In addition to the factors affecting U.S. volume, international markets continue to be impacted by actions Lilly has taken to manage demand amid tight supply, including measures to minimize the impact on existing patients by communicating with healthcare practitioners to not start new patients on Trulicity.
Verzenio
For Q2 2024, worldwide Verzenio revenue increased 44% compared with Q2 2023 to $1.33 billion. U.S. revenue was $861.4 million, an increase of 46%, primarily driven by increased demand. Revenue outside the U.S. was $470.5 million, an increase of 39%, driven by increased demand, partially offset by the unfavorable impact of foreign exchange rates.
Zepbound
For Q2 2024, U.S. Zepbound revenue was $1.24 billion. Zepbound launched in the U.S. for the treatment of adult patients with obesity or overweight with weight-related comorbidities in November 2023.
Jardiance
For Q2 2024, the company's worldwide Jardiance revenue increased 15% compared with Q2 2023 to $769.6 million. U.S. revenue was $428.9 million, an increase of 11%, driven by increased demand. Revenue outside the U.S. was $340.7 million, an increase of 21%, driven by increased volume.
Jardiance is part of the company's alliance with Boehringer Ingelheim. Lilly reports as revenue royalties received on net sales of Jardiance.
Taltz
For Q2 2024, worldwide Taltz revenue increased 17% compared with Q2 2023 to $824.7 million. U.S. revenue increased 14% to $539.4 million, driven by increased demand and, to a lesser extent, channel dynamics. Revenue outside the U.S. increased 23% to $285.3 million, driven by increased demand.
Humalog
For Q2 2024, worldwide Humalog revenue increased 43% compared with Q2 2023 to $631.6 million. U.S. revenue was $434.7 million, an increase of 89%, driven by higher realized prices primarily due to changes to estimates for rebates and discounts, segment mix and increased demand. Revenue outside the U.S. was $196.9 million, a decrease of 7%, driven by decreased volume, partially offset by higher realized prices.
2024 Financial Guidance
2024 full-year revenue guidance increased by $3.0 billion to the range of $45.4 billion to $46.6 billion, primarily driven by the strong performance of Mounjaro and Zepbound, as well as the company's non-incretin medicines. Additionally, the company has improved clarity into the timing and pace of the company's production expansions and planned Mounjaro launches outside the U.S. In Q2 2024, the company achieved a number of supply-related milestones and has increased confidence regarding production expectations for the rest of the year.
The ratio of (Gross Margin - OPEX) / Revenue, where OPEX is defined as the sum of research and development expenses and marketing, selling and administrative expenses, is now expected to be in the range of 36% to 38% on a reported basis and 37% to 39% on a non-GAAP basis. Both ratios reflect the $3.0 billion increase in revenue guidance.
Guidance on a reported basis now includes asset impairment, restructuring and other special charges of $435 million to reflect the Q2 2024 charge, which was associated with anticipated litigation payments.
Other income (expense) guidance is now expected to be a range of ($525) to ($425) million of expense on a reported basis and ($400) to ($300) million of expense on a non-GAAP basis, both reflecting lower expected net interest expense. The reported guidance also reflects net losses on investments in equity securities through Q2 2024.
Tax rate guidance is now expected to be approximately 15% on both a reported and non-GAAP basis, driven by changes in the company's forecasted mix of earnings in higher tax jurisdictions.
Based on these changes, EPS guidance increased to the ranges of $15.10 to $15.60 on a reported basis and $16.10 to $16.60 on a non-GAAP basis. The company's 2024 financial guidance reflects adjustments shown in the reconciliation table below."
Lilly har fortalt til deres sælger at de skal servicerer kunderne, uden at reklamerer for produktet. Novo bruger penge på TV reklamer døgnet rundt på alle TV kanaler i USA. Hvis Wegovy er så godt og Novo ikke kan fremstille nok, hvorfor så ikke skære ned på reklamerne? Sætter også spørgsmål til hvor hurtigt Lars fruergaard har været til at reagerer på Novos vegne. På mig virker det til at Novo er kommet alt for sent til festen. det kan have kostet aktionærerne store tab.
8/8 2024 19:02 vestasfan 0121711 vrøvl. Reklamer er for at vise produktet er der og det er godt. Du skal ikke fortælle mig et Lily ikke reklamere for deres produkt. Novo kan ikke følge med efterspørgslen, og det vil fortsætte de næste tre år.
8/8 2024 19:23 Thorkild01 6121713 @ vestasfan.
Manfred gengiver bare hvad deres CEO fortalte, da han blev interviewet hos CNBC. Hvis du er interesseret er der her et link til interviewet, link
https://www.cnbc.com/2024/08/08/eli-lilly-lly-earnings-q2-2024.html
Manfred gengiver bare hvad deres CEO fortalte, da han blev interviewet hos CNBC. Hvis du er interesseret er der her et link til interviewet, link
https://www.cnbc.com/2024/08/08/eli-lilly-lly-earnings-q2-2024.html
