2026 Q2 -tulosraportti
37 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Viimeisin osinko
4,01%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 785 | - | - | ||
| 135 | - | - | ||
| 9 150 | - | - | ||
| 200 | - | - | ||
| 600 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 |
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·55 min sittenSo kim, how many posts and comments did your friend make today? I really think she broke the record, which she herself held
·1 t sitten · MuokattuWe saw the same pullback movements between Q1 and Q2 where the price, without any specific reason, went from 308 to 269 and then, as is known, turned sharply upwards towards Q2. Now we have another upward revision under our belt since then, so hopefully we won't go much further down if that history repeats itself👍 P.S. The price is currently trending upwards to 278 in the USA
·1 t sitten · MuokattuNovo will surely come back. They are still making a fortune, and investing in all the right things.. When production and the new pipeline really start to unfold, it will go up again. I'm certainly not selling for another 15 years, and I have a lot of money in the venture, and I'm not nervous at all! Of course, it's annoying to be so stagnant in a stock and to be heavily in the red, but remember all the smart things Novo also does, and most importantly, it's a Danish company that pays a lot of money into the state treasury. Novo secures the future of Danes!
·2 t sittenasked AI about expectations for 21.9 Novo Nordisk – what can we expect from Capital Markets Day September 21?** Novo Nordisk is holding a Capital Markets Day in London on September 21. I believe that the day can become an important catalyst for the stock, and the probability of positive news seems greater than the risk of actual disappointments. It will not be a normal quarterly report. The focus will be on strategy, pipeline, the obesity business, and Novo Nordisk's long-term growth opportunities. What will be particularly interesting is whether management can convince the market that the weak development in 2025-26 is temporary, and that Novo can return to solid growth from 2027 onwards. **1. Wegovy and the oral version** Wegovy is naturally central. The development of Wegovy as a tablet will be particularly interesting. If Novo can document that the pill not only shifts patients from injections to tablets, but actually expands the market by attracting new patient groups, I will consider that clearly positive. A successful oral Wegovy could become an important weapon in the competition against Eli Lilly. **2. CagriSema** CagriSema will be another important topic. The product is intended to build the next generation on top of Wegovy. The market will especially listen for comments about launch, positioning, and how large a commercial potential Novo sees. I do not necessarily expect major new clinical results on the day, but more concrete information about the strategy could be positive for the share price. **3. Amycretin/zenaiglutide could be the big long-term story** For long-term investors, I actually think that amycretin/zenaiglutide is one of the most interesting things. If Novo provides more details about phase 3, the timeline, and the product's expected position in the obesity market, it could become an important part of the Novo story after Wegovy and CagriSema. The market does not only evaluate Novo based on next year's Wegovy sales. It is also about whether the company has products that can drive growth far into the 2030s. **4. The most important question is perhaps 2027** Novo has improved expectations for 2026, but the year is still weak compared to historical growth. Therefore, I believe that investors will especially look for signs of the following development: **2026 = transition year → 2027 = stabilization → 2028+ = back to growth.** If management can make that story more credible, it could be more important for the stock than a single product announcement. Novo does not necessarily need to provide official 2027-guidance. Comments on market development, product launches, the competitive situation, and long-term ambitions may be enough to change market expectations. **My assessment before Capital Markets Day** I would roughly set the probabilities at: 🟢 Positive Capital Markets Day: **55 %** 🟡 Neutral/mixed: **30 %** 🔴 Disappointing: **15 %** So, I expect more likely positive than negative news. However, this does not automatically mean that the stock will rise on September 21. If the market already has high expectations, Novo must deliver more than just good presentations. The strongest message Novo can send the market will, in my opinion, be: **The problems in 2025-26 are not the new normal. The Wegovy franchise can grow again, oral Wegovy expands the market, CagriSema becomes the next product wave, and amycretin/zenaiglutide can drive growth further ahead.** If Novo can simultaneously create greater certainty about growth from **2027-2030**, I believe Capital Markets Day could become one of the most important positive catalysts for the Novo stock for the rest of 2026. I therefore look forward to September 21 with **cautious optimism**, but the decisive factor will not be impressive pipeline slides. It will be whether Novo can convince the market that the company has a credible path back to sustained growth.- ·2 t sittenA potentially historic September for Novo Nordisk September could be an unusually eventful month for Novo Nordisk investors. Here are the most important dates and potential catalysts: September 14–17 — EMA/CHMP and denecimig (Mim8) The CHMP meeting could be important for Novo Nordisk's hemophilia business. Denecimig (Mim8), Novo's investigational treatment for hemophilia A, is already under review by the EMA, and Novo continues to expect an EU regulatory decision in Q3 2026. The application has previously gone through the Day-120 List of Questions phase. September 15–17 — MASH Drug Development Summit, Boston Novo will participate with data on efruxifermin (EFX), which entered the pipeline through the acquisition of Akero. The presentation focuses, among other things, on fibrosis and markers for portal hypertension in patients with compensated MASH cirrhosis. EFX is in Phase 3. September 16 — NordCoag 2026, Stockholm Novo will host an industry-sponsored session on new treatment strategies and perioperative management in hemophilia B. The focus will be, among other things, on unmet treatment needs and anti-TFPI treatments. September 16 — ChemOutsourcing 2026, Boston Novo will participate in the panel “GLP-1 & Beyond: What’s Next in Peptides?”. The focus is on the development and production of peptides – relevant for the next generation of obesity treatments. September 17 — RAPS Convergence Novo, FDA, and EMA will participate in a session on new US and European regulatory frameworks for rare diseases. This could provide interesting insights into future approval processes. September 17–19 — Gastroenterology China, Beijing The congress is relevant for MASH, not least after China's approval of Wegovy for the treatment of the disease. September 21 — Capital Markets Day Probably the most important date of the month. Management will update the market on strategy, R&D, pipeline, business, and results. Particularly interesting topics could be obesity, diabetes, CagriSema, amylin, rare diseases, production, and capital allocation. September 22 — Phase 3 start for zenagamtide ClinicalTrials.gov currently indicates September 22 as the expected start of AMAZE 7, where subcutaneous zenagamtide is directly compared to semaglutide in 650 participants. An important milestone for Novo's next generation of obesity treatments. September 23 — Webinar on denecimig Novo, together with the Hemophilia Alliance, will host a webinar on information exchange prior to a potential approval of denecimig. Novo continues to expect a US regulatory decision in Q3. The timing is notable but is not in itself proof of an imminent FDA approval. September 23–25 — RNA Leaders USA, Boston Novo will participate with leading researchers in RNA-based treatments. This primarily concerns long-term research and can provide insight into Novo's ambitions beyond peptide-based drugs. September 26 — Semaglutide 7.2 mg / STEP UP Novo will present data on changes in blood pressure in adults with obesity treated with semaglutide 7.2 mg. September 27 — Obesity & Clinical Pharmacology Novo will participate in a panel on current and next-generation GLP-1 receptor agonists and the challenges in developing new obesity treatments. September 28–October 2 — EASD 2026, Milan Novo will have a significant presence with data on, among other things, semaglutide, CagriSema, amylin, MASH, CKD, and diabetes. At the same time, the final ADA/EASD consensus report is expected, which could be significant for the future use of GLP-1-based treatments. September 29 — CagriSema / REIMAGINE 1 Late-breaking data will, among other things, investigate CagriSema's ability to combine HbA1c improvement and weight loss in patients with type 2 diabetes. Further data on body composition will also be presented. September 30 — UBT251 Phase 2 data Phase 2 data for UBT251, a weekly GLP-1/GIP/glucagon triple agonist licensed to Novo, will be presented. This could provide new insights into a potentially important next-generation obesity product. Q3 — Several potential milestones Novo expects oral zenagamtide to enter Phase 3, and the Phase 3 study REIMAGINE SWITCH with CagriSema to start. In addition, Novo maintains the expectation of a US FDA decision on denecimig by the end of the quarter. October 3–4 — Japanese Obesity Congress Novo will participate directly at the Japanese Obesity Congress with, among other things, an industry session on the latest pharmacological treatment of obesity. In short: September offers an unusual concentration of regulatory events, clinical data, pipeline milestones, and strategic presentations. Especially Capital Markets Day, denecimig, zenagamtide, CagriSema, EASD, and new obesity data could be crucial for investors' view on Novo's next growth phase. Exciting month.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 101 375 | 101 375 | 0 | 101 375 |
| Anonyymi | 5 199 352 | 5 199 352 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 101 375 | 101 375 | 0 | 101 375 |
| Anonyymi | 5 199 352 | 5 199 352 | 0 | 0 |
2026 Q2 -tulosraportti
37 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Viimeisin osinko
4,01%Tuotto/v
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·55 min sittenSo kim, how many posts and comments did your friend make today? I really think she broke the record, which she herself held
- ·1 t sitten · MuokattuWe saw the same pullback movements between Q1 and Q2 where the price, without any specific reason, went from 308 to 269 and then, as is known, turned sharply upwards towards Q2. Now we have another upward revision under our belt since then, so hopefully we won't go much further down if that history repeats itself👍 P.S. The price is currently trending upwards to 278 in the USA
- ·1 t sitten · MuokattuNovo will surely come back. They are still making a fortune, and investing in all the right things.. When production and the new pipeline really start to unfold, it will go up again. I'm certainly not selling for another 15 years, and I have a lot of money in the venture, and I'm not nervous at all! Of course, it's annoying to be so stagnant in a stock and to be heavily in the red, but remember all the smart things Novo also does, and most importantly, it's a Danish company that pays a lot of money into the state treasury. Novo secures the future of Danes!
- ·2 t sittenasked AI about expectations for 21.9 Novo Nordisk – what can we expect from Capital Markets Day September 21?** Novo Nordisk is holding a Capital Markets Day in London on September 21. I believe that the day can become an important catalyst for the stock, and the probability of positive news seems greater than the risk of actual disappointments. It will not be a normal quarterly report. The focus will be on strategy, pipeline, the obesity business, and Novo Nordisk's long-term growth opportunities. What will be particularly interesting is whether management can convince the market that the weak development in 2025-26 is temporary, and that Novo can return to solid growth from 2027 onwards. **1. Wegovy and the oral version** Wegovy is naturally central. The development of Wegovy as a tablet will be particularly interesting. If Novo can document that the pill not only shifts patients from injections to tablets, but actually expands the market by attracting new patient groups, I will consider that clearly positive. A successful oral Wegovy could become an important weapon in the competition against Eli Lilly. **2. CagriSema** CagriSema will be another important topic. The product is intended to build the next generation on top of Wegovy. The market will especially listen for comments about launch, positioning, and how large a commercial potential Novo sees. I do not necessarily expect major new clinical results on the day, but more concrete information about the strategy could be positive for the share price. **3. Amycretin/zenaiglutide could be the big long-term story** For long-term investors, I actually think that amycretin/zenaiglutide is one of the most interesting things. If Novo provides more details about phase 3, the timeline, and the product's expected position in the obesity market, it could become an important part of the Novo story after Wegovy and CagriSema. The market does not only evaluate Novo based on next year's Wegovy sales. It is also about whether the company has products that can drive growth far into the 2030s. **4. The most important question is perhaps 2027** Novo has improved expectations for 2026, but the year is still weak compared to historical growth. Therefore, I believe that investors will especially look for signs of the following development: **2026 = transition year → 2027 = stabilization → 2028+ = back to growth.** If management can make that story more credible, it could be more important for the stock than a single product announcement. Novo does not necessarily need to provide official 2027-guidance. Comments on market development, product launches, the competitive situation, and long-term ambitions may be enough to change market expectations. **My assessment before Capital Markets Day** I would roughly set the probabilities at: 🟢 Positive Capital Markets Day: **55 %** 🟡 Neutral/mixed: **30 %** 🔴 Disappointing: **15 %** So, I expect more likely positive than negative news. However, this does not automatically mean that the stock will rise on September 21. If the market already has high expectations, Novo must deliver more than just good presentations. The strongest message Novo can send the market will, in my opinion, be: **The problems in 2025-26 are not the new normal. The Wegovy franchise can grow again, oral Wegovy expands the market, CagriSema becomes the next product wave, and amycretin/zenaiglutide can drive growth further ahead.** If Novo can simultaneously create greater certainty about growth from **2027-2030**, I believe Capital Markets Day could become one of the most important positive catalysts for the Novo stock for the rest of 2026. I therefore look forward to September 21 with **cautious optimism**, but the decisive factor will not be impressive pipeline slides. It will be whether Novo can convince the market that the company has a credible path back to sustained growth.
- ·2 t sittenA potentially historic September for Novo Nordisk September could be an unusually eventful month for Novo Nordisk investors. Here are the most important dates and potential catalysts: September 14–17 — EMA/CHMP and denecimig (Mim8) The CHMP meeting could be important for Novo Nordisk's hemophilia business. Denecimig (Mim8), Novo's investigational treatment for hemophilia A, is already under review by the EMA, and Novo continues to expect an EU regulatory decision in Q3 2026. The application has previously gone through the Day-120 List of Questions phase. September 15–17 — MASH Drug Development Summit, Boston Novo will participate with data on efruxifermin (EFX), which entered the pipeline through the acquisition of Akero. The presentation focuses, among other things, on fibrosis and markers for portal hypertension in patients with compensated MASH cirrhosis. EFX is in Phase 3. September 16 — NordCoag 2026, Stockholm Novo will host an industry-sponsored session on new treatment strategies and perioperative management in hemophilia B. The focus will be, among other things, on unmet treatment needs and anti-TFPI treatments. September 16 — ChemOutsourcing 2026, Boston Novo will participate in the panel “GLP-1 & Beyond: What’s Next in Peptides?”. The focus is on the development and production of peptides – relevant for the next generation of obesity treatments. September 17 — RAPS Convergence Novo, FDA, and EMA will participate in a session on new US and European regulatory frameworks for rare diseases. This could provide interesting insights into future approval processes. September 17–19 — Gastroenterology China, Beijing The congress is relevant for MASH, not least after China's approval of Wegovy for the treatment of the disease. September 21 — Capital Markets Day Probably the most important date of the month. Management will update the market on strategy, R&D, pipeline, business, and results. Particularly interesting topics could be obesity, diabetes, CagriSema, amylin, rare diseases, production, and capital allocation. September 22 — Phase 3 start for zenagamtide ClinicalTrials.gov currently indicates September 22 as the expected start of AMAZE 7, where subcutaneous zenagamtide is directly compared to semaglutide in 650 participants. An important milestone for Novo's next generation of obesity treatments. September 23 — Webinar on denecimig Novo, together with the Hemophilia Alliance, will host a webinar on information exchange prior to a potential approval of denecimig. Novo continues to expect a US regulatory decision in Q3. The timing is notable but is not in itself proof of an imminent FDA approval. September 23–25 — RNA Leaders USA, Boston Novo will participate with leading researchers in RNA-based treatments. This primarily concerns long-term research and can provide insight into Novo's ambitions beyond peptide-based drugs. September 26 — Semaglutide 7.2 mg / STEP UP Novo will present data on changes in blood pressure in adults with obesity treated with semaglutide 7.2 mg. September 27 — Obesity & Clinical Pharmacology Novo will participate in a panel on current and next-generation GLP-1 receptor agonists and the challenges in developing new obesity treatments. September 28–October 2 — EASD 2026, Milan Novo will have a significant presence with data on, among other things, semaglutide, CagriSema, amylin, MASH, CKD, and diabetes. At the same time, the final ADA/EASD consensus report is expected, which could be significant for the future use of GLP-1-based treatments. September 29 — CagriSema / REIMAGINE 1 Late-breaking data will, among other things, investigate CagriSema's ability to combine HbA1c improvement and weight loss in patients with type 2 diabetes. Further data on body composition will also be presented. September 30 — UBT251 Phase 2 data Phase 2 data for UBT251, a weekly GLP-1/GIP/glucagon triple agonist licensed to Novo, will be presented. This could provide new insights into a potentially important next-generation obesity product. Q3 — Several potential milestones Novo expects oral zenagamtide to enter Phase 3, and the Phase 3 study REIMAGINE SWITCH with CagriSema to start. In addition, Novo maintains the expectation of a US FDA decision on denecimig by the end of the quarter. October 3–4 — Japanese Obesity Congress Novo will participate directly at the Japanese Obesity Congress with, among other things, an industry session on the latest pharmacological treatment of obesity. In short: September offers an unusual concentration of regulatory events, clinical data, pipeline milestones, and strategic presentations. Especially Capital Markets Day, denecimig, zenagamtide, CagriSema, EASD, and new obesity data could be crucial for investors' view on Novo's next growth phase. Exciting month.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Nordnet Socialin käyttäjiltä, eikä niitä ole muokattu eikä Nordnet ole tarkastanut niitä etukäteen. Ne eivät tarkoita, että Nordnet tarjoaisi sijoitusneuvoja tai sijoitussuosituksia. Nordnet ei ota vastuuta kommenteista.
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 785 | - | - | ||
| 135 | - | - | ||
| 9 150 | - | - | ||
| 200 | - | - | ||
| 600 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Rahastot ja ETF:t, joilla on osaketta
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 |
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 101 375 | 101 375 | 0 | 101 375 |
| Anonyymi | 5 199 352 | 5 199 352 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 101 375 | 101 375 | 0 | 101 375 |
| Anonyymi | 5 199 352 | 5 199 352 | 0 | 0 |
2026 Q2 -tulosraportti
37 päivää sitten
‧1 t 2 min
Tämän sivun uutiset ja/tai sijoitussuositukset tai otteet niistä sekä niihin liittyvät linkit ovat mainitun tahon tuottamia ja toimittamia. Nordnet ei ole osallistunut materiaalin laatimiseen, eikä ole tarkistanut sen sisältöä tai tehnyt sisältöön muutoksia. Lue lisää sijoitussuosituksista.
Yhtiötapahtumat
Datan lähde: Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q3 -tulosraportti 4.11. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q2 -tulosraportti 5.8. | ||
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 |
3,75 DKK/osake
Viimeisin osinko
4,01%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·55 min sittenSo kim, how many posts and comments did your friend make today? I really think she broke the record, which she herself held
- ·1 t sitten · MuokattuWe saw the same pullback movements between Q1 and Q2 where the price, without any specific reason, went from 308 to 269 and then, as is known, turned sharply upwards towards Q2. Now we have another upward revision under our belt since then, so hopefully we won't go much further down if that history repeats itself👍 P.S. The price is currently trending upwards to 278 in the USA
- ·1 t sitten · MuokattuNovo will surely come back. They are still making a fortune, and investing in all the right things.. When production and the new pipeline really start to unfold, it will go up again. I'm certainly not selling for another 15 years, and I have a lot of money in the venture, and I'm not nervous at all! Of course, it's annoying to be so stagnant in a stock and to be heavily in the red, but remember all the smart things Novo also does, and most importantly, it's a Danish company that pays a lot of money into the state treasury. Novo secures the future of Danes!
- ·2 t sittenasked AI about expectations for 21.9 Novo Nordisk – what can we expect from Capital Markets Day September 21?** Novo Nordisk is holding a Capital Markets Day in London on September 21. I believe that the day can become an important catalyst for the stock, and the probability of positive news seems greater than the risk of actual disappointments. It will not be a normal quarterly report. The focus will be on strategy, pipeline, the obesity business, and Novo Nordisk's long-term growth opportunities. What will be particularly interesting is whether management can convince the market that the weak development in 2025-26 is temporary, and that Novo can return to solid growth from 2027 onwards. **1. Wegovy and the oral version** Wegovy is naturally central. The development of Wegovy as a tablet will be particularly interesting. If Novo can document that the pill not only shifts patients from injections to tablets, but actually expands the market by attracting new patient groups, I will consider that clearly positive. A successful oral Wegovy could become an important weapon in the competition against Eli Lilly. **2. CagriSema** CagriSema will be another important topic. The product is intended to build the next generation on top of Wegovy. The market will especially listen for comments about launch, positioning, and how large a commercial potential Novo sees. I do not necessarily expect major new clinical results on the day, but more concrete information about the strategy could be positive for the share price. **3. Amycretin/zenaiglutide could be the big long-term story** For long-term investors, I actually think that amycretin/zenaiglutide is one of the most interesting things. If Novo provides more details about phase 3, the timeline, and the product's expected position in the obesity market, it could become an important part of the Novo story after Wegovy and CagriSema. The market does not only evaluate Novo based on next year's Wegovy sales. It is also about whether the company has products that can drive growth far into the 2030s. **4. The most important question is perhaps 2027** Novo has improved expectations for 2026, but the year is still weak compared to historical growth. Therefore, I believe that investors will especially look for signs of the following development: **2026 = transition year → 2027 = stabilization → 2028+ = back to growth.** If management can make that story more credible, it could be more important for the stock than a single product announcement. Novo does not necessarily need to provide official 2027-guidance. Comments on market development, product launches, the competitive situation, and long-term ambitions may be enough to change market expectations. **My assessment before Capital Markets Day** I would roughly set the probabilities at: 🟢 Positive Capital Markets Day: **55 %** 🟡 Neutral/mixed: **30 %** 🔴 Disappointing: **15 %** So, I expect more likely positive than negative news. However, this does not automatically mean that the stock will rise on September 21. If the market already has high expectations, Novo must deliver more than just good presentations. The strongest message Novo can send the market will, in my opinion, be: **The problems in 2025-26 are not the new normal. The Wegovy franchise can grow again, oral Wegovy expands the market, CagriSema becomes the next product wave, and amycretin/zenaiglutide can drive growth further ahead.** If Novo can simultaneously create greater certainty about growth from **2027-2030**, I believe Capital Markets Day could become one of the most important positive catalysts for the Novo stock for the rest of 2026. I therefore look forward to September 21 with **cautious optimism**, but the decisive factor will not be impressive pipeline slides. It will be whether Novo can convince the market that the company has a credible path back to sustained growth.
- ·2 t sittenA potentially historic September for Novo Nordisk September could be an unusually eventful month for Novo Nordisk investors. Here are the most important dates and potential catalysts: September 14–17 — EMA/CHMP and denecimig (Mim8) The CHMP meeting could be important for Novo Nordisk's hemophilia business. Denecimig (Mim8), Novo's investigational treatment for hemophilia A, is already under review by the EMA, and Novo continues to expect an EU regulatory decision in Q3 2026. The application has previously gone through the Day-120 List of Questions phase. September 15–17 — MASH Drug Development Summit, Boston Novo will participate with data on efruxifermin (EFX), which entered the pipeline through the acquisition of Akero. The presentation focuses, among other things, on fibrosis and markers for portal hypertension in patients with compensated MASH cirrhosis. EFX is in Phase 3. September 16 — NordCoag 2026, Stockholm Novo will host an industry-sponsored session on new treatment strategies and perioperative management in hemophilia B. The focus will be, among other things, on unmet treatment needs and anti-TFPI treatments. September 16 — ChemOutsourcing 2026, Boston Novo will participate in the panel “GLP-1 & Beyond: What’s Next in Peptides?”. The focus is on the development and production of peptides – relevant for the next generation of obesity treatments. September 17 — RAPS Convergence Novo, FDA, and EMA will participate in a session on new US and European regulatory frameworks for rare diseases. This could provide interesting insights into future approval processes. September 17–19 — Gastroenterology China, Beijing The congress is relevant for MASH, not least after China's approval of Wegovy for the treatment of the disease. September 21 — Capital Markets Day Probably the most important date of the month. Management will update the market on strategy, R&D, pipeline, business, and results. Particularly interesting topics could be obesity, diabetes, CagriSema, amylin, rare diseases, production, and capital allocation. September 22 — Phase 3 start for zenagamtide ClinicalTrials.gov currently indicates September 22 as the expected start of AMAZE 7, where subcutaneous zenagamtide is directly compared to semaglutide in 650 participants. An important milestone for Novo's next generation of obesity treatments. September 23 — Webinar on denecimig Novo, together with the Hemophilia Alliance, will host a webinar on information exchange prior to a potential approval of denecimig. Novo continues to expect a US regulatory decision in Q3. The timing is notable but is not in itself proof of an imminent FDA approval. September 23–25 — RNA Leaders USA, Boston Novo will participate with leading researchers in RNA-based treatments. This primarily concerns long-term research and can provide insight into Novo's ambitions beyond peptide-based drugs. September 26 — Semaglutide 7.2 mg / STEP UP Novo will present data on changes in blood pressure in adults with obesity treated with semaglutide 7.2 mg. September 27 — Obesity & Clinical Pharmacology Novo will participate in a panel on current and next-generation GLP-1 receptor agonists and the challenges in developing new obesity treatments. September 28–October 2 — EASD 2026, Milan Novo will have a significant presence with data on, among other things, semaglutide, CagriSema, amylin, MASH, CKD, and diabetes. At the same time, the final ADA/EASD consensus report is expected, which could be significant for the future use of GLP-1-based treatments. September 29 — CagriSema / REIMAGINE 1 Late-breaking data will, among other things, investigate CagriSema's ability to combine HbA1c improvement and weight loss in patients with type 2 diabetes. Further data on body composition will also be presented. September 30 — UBT251 Phase 2 data Phase 2 data for UBT251, a weekly GLP-1/GIP/glucagon triple agonist licensed to Novo, will be presented. This could provide new insights into a potentially important next-generation obesity product. Q3 — Several potential milestones Novo expects oral zenagamtide to enter Phase 3, and the Phase 3 study REIMAGINE SWITCH with CagriSema to start. In addition, Novo maintains the expectation of a US FDA decision on denecimig by the end of the quarter. October 3–4 — Japanese Obesity Congress Novo will participate directly at the Japanese Obesity Congress with, among other things, an industry session on the latest pharmacological treatment of obesity. In short: September offers an unusual concentration of regulatory events, clinical data, pipeline milestones, and strategic presentations. Especially Capital Markets Day, denecimig, zenagamtide, CagriSema, EASD, and new obesity data could be crucial for investors' view on Novo's next growth phase. Exciting month.
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