Skærtorsdag fik mange danske Novo-aktionærer sig en forskrækkelse, da Eli Lillys aktiekurs i USA røg op og Novos ned, efter Eli Lilly kom med gode data på deres fedmepille. Men det er fløjet under radaren hos mange, at Novo også har en fedmepille med fine data allerede fra 2023 - og den pille er netop sendt til godkendelse hos FDA.
Denne video er ikke en anbefaling om køb eller salg af aktier. Helge Larsen har aktier i Eli Lilly og Novo Nordisk.
Denne video er ikke en anbefaling om køb eller salg af aktier. Helge Larsen har aktier i Eli Lilly og Novo Nordisk.
24/4 2025 16:33 Aps invest 3
126055 Fin video, men stadigvæk meget tydeligt at der er gået amerikanske "banditter" i Novo.....samme kurspres hver eftermiddag :)
24/4 2025 16:50 Aps invest 2126056 Men på et tidspunkt, når Novo er blevet for "billig" finder de vel et nyt offer, som der er mere short potentiale i :) Og lister stille og roligt ud igen....men umuligt at vide hvornår det lige er :)
Meget grundig og relevant gennemgang af seneste status i kapløbet mellem de 2 store i området. Vi kan alle undre os over Novos kommunikations strategi i en aktie værdi svær tid , når de nu ligger inde med oplysninger med guldkorn værdi. Jeg ser også Novo som fortsat meget solidt placeret i kapløbet både for tablet produkter og for vægttabsstørrelser med produkterne.
Cagrisema og nok især Amycretin produkterne er meget lovende og hvis alt går vel kan der også komme en semaglutid prodrug tablet som kun skal doseres 1 gang ugentlig - den er kun i fase 1, men er en mulig game changer.
Cagrisema og nok især Amycretin produkterne er meget lovende og hvis alt går vel kan der også komme en semaglutid prodrug tablet som kun skal doseres 1 gang ugentlig - den er kun i fase 1, men er en mulig game changer.
24/4 2025 18:10 ProInvestorNEWS 2126058 Onsdagens afsnit af Investeringspodcasten som nævnes i ugevideoen:
Eli Lilly har sendt Novo Nordisk markant ned med data fra deres nye vægtstabspille. Kan Novo Nordisk svare igen?
Eli Lilly har sendt Novo Nordisk markant ned med data fra deres nye vægtstabspille. Kan Novo Nordisk svare igen?
24/4 2025 18:13 ProInvestorNEWS 3126059 Indlæg her i debatten som nævnes i ugevideoen:
"Styrkeforholdet mellem Novo Nordisk og Eli Lilly
AI genereret oversigt (Grok) på styrkeforholdet mellem Novo Nordisk og Eli Lilly
Bearbejdning og faktatjek: Helge Larsen, redaktør, ProInvestor.com"
https://proinvestor.com/boards/125912/
"Styrkeforholdet mellem Novo Nordisk og Eli Lilly
AI genereret oversigt (Grok) på styrkeforholdet mellem Novo Nordisk og Eli Lilly
Bearbejdning og faktatjek: Helge Larsen, redaktør, ProInvestor.com"
https://proinvestor.com/boards/125912/
25/4 2025 16:12 Stockwatch1 1126064 Trump skyder sig selv i foden, hvis han indfører 25% told på medicinprodukter
25% pharma tariffs to raise US drug costs by $51 bln annually - report
A recent report has revealed that the 25% tariffs imposed by the U.S. on pharmaceutical imports are expected to significantly increase annual drug costs in the country. According to the analysis, the tariffs could raise drug costs by $51 billion annually.
The report, which was published by the Center for Automotive Research, highlights the potential impact of the tariffs on the pharmaceutical industry. The analysis suggests that the tariffs will lead to higher prices for consumers and could disrupt the supply chain, potentially causing shortages of certain medications.
The report comes at a time when the U.S. is grappling with the ongoing trade war with China. The tariffs have already led to increased costs for various industries, including automobiles and electronics. The pharmaceutical industry is now facing similar challenges.
The U.S. government has not yet commented on the report. However, industry experts have warned that the tariffs could have significant implications for public health and the economy.
The report is just the latest in a series of analyses that have highlighted the potential negative impacts of the tariffs. Earlier this month, the chief of a tech-focused logistics firm warned that the tariffs could cost the U.S. economy $2 trillion and lead to millions of layoffs.
25% pharma tariffs to raise US drug costs by $51 bln annually - report
A recent report has revealed that the 25% tariffs imposed by the U.S. on pharmaceutical imports are expected to significantly increase annual drug costs in the country. According to the analysis, the tariffs could raise drug costs by $51 billion annually.
The report, which was published by the Center for Automotive Research, highlights the potential impact of the tariffs on the pharmaceutical industry. The analysis suggests that the tariffs will lead to higher prices for consumers and could disrupt the supply chain, potentially causing shortages of certain medications.
The report comes at a time when the U.S. is grappling with the ongoing trade war with China. The tariffs have already led to increased costs for various industries, including automobiles and electronics. The pharmaceutical industry is now facing similar challenges.
The U.S. government has not yet commented on the report. However, industry experts have warned that the tariffs could have significant implications for public health and the economy.
The report is just the latest in a series of analyses that have highlighted the potential negative impacts of the tariffs. Earlier this month, the chief of a tech-focused logistics firm warned that the tariffs could cost the U.S. economy $2 trillion and lead to millions of layoffs.
