2026 Q2 - tulosraportti
66 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Viimeisin osinko
4,58%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 350 | - | - | ||
| 195 | - | - | ||
| 103 | - | - | ||
| 275 | - | - | ||
| 142 | - | - |
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. | ||
2025 Q3 - tulosraportti 5.11.2025 |
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
- ·2 t sittenAn analysis highlights that they see an opportunity for Novo to raise its guidance when the company presents its third-quarter financial results. We expect Novo to raise the lower bound of its full-year guidance, and it is also possible that the upper bound will be raised by 1 percentage point, according to the bank, as reported by Marketwire.
- 3 t sittenI'm back at 250. Took some losses since July, about -10%. Now doubling down. We'll see. This is not investment advice, do your own research.
- ·4 t sittenLikely ready to hit the market when the current patents expire. So much faster weight loss and fewer side effects and wouldn't you know, there are some new patents protecting it👍
- ·6 t sitten · Muokattu### ChatGPT:  1. Novo Nordisk – CagriSema Strongest on clinical documentation Effect: In the phase 3 study REDEFINE 1, weight loss was 20.4 % after 68 weeks in the analysis that accounted for treatment discontinuations according to trial rules. Among participants who stayed on treatment, it was 22.7 %. Side effects: Especially nausea, vomiting, diarrhea, and constipation. The combination makes it difficult to know how much amylin contributes to the side effects compared to semaglutide. Research: Novo has a comprehensive phase 3 program. The significant weakness is that CagriSema did not show the expected superiority compared to the prespecified comparison with semaglutide.  2. Eli Lilly – eloralintid Strong effect potential Effect: Phase 2 results have shown weight loss of up to approximately 20 % after 48 weeks at the highest doses investigated. Side effects: Gastrointestinal issues are also a problem here. It is not yet sufficiently documented whether the preparation overall is better tolerated than CagriSema. Research: Promising results, but phase 2 results cannot be directly compared to the Novo study's phase 3 results. Lilly also has considerable experience in the development and commercialization of obesity drugs.  3. Zealand Pharma – petrelintid Interesting on tolerability Effect: Early clinical results have shown significant weight loss, but the trial duration and size are not sufficient to establish whether the effect can match the other two candidates. Side effects: A key hope is that petrelintid may cause fewer or milder gastrointestinal issues. This is an important research track, but there is not yet documentation that the compound is the best. Research: Zealand has an interesting amylin-based approach, but an earlier stage of development entails greater uncertainty regarding efficacy, safety, and commercial success. ### Who wins in the individual areas? | Area | My assessment | | ------------------------------------ | ----------------------------------------------- | | Documentation for weight loss | Novo Nordisk | | High effect potential | Novo and Lilly | | Fewest side effects | No clear winner yet | | Research maturity | Novo Nordisk | | Opportunity for a positive surprise | Zealand Pharma is interesting, but more uncertain | ### What would I especially keep an eye on? There are three crucial questions that upcoming studies must answer: * Can amylin deliver the same weight loss as GLP-1 with fewer side effects? That could be a major competitive advantage. * Can amylin be combined with GLP-1 without increasing dropouts? This is central to CagriSema and any future combination treatments. * How much muscle mass is preserved? Major weight loss is not necessarily optimal if a significant part is loss of muscle mass. There is still a lack of strong documentation that a specific amylin product is best on this point. ### My conclusion If I were solely to assess who stands strongest on documentation and development maturity, I would choose Novo Nordisk. If I were assessing the potential for a strong new competitor, I would watch Lilly's eloralintid very closely. Zealand Pharma is interesting if petrelintid can document a real advantage on tolerability. But that is still a hypothesis that must be proven in larger and longer studies. Note: I cannot verify the latest trial data and development milestones as of October 2026 here. The ranking is therefore based on the clinical results I can describe on a sound basis, and is not a confirmation of the current trial status.
- 12 t sittenUPDATED: Oct. 10, 2026 Prescriptions for Lilly's Foundayo and Novo's Wegovy pill pulled back a little during the last week. In its 26th week of launch, Foundayo achieved 57,920 total scripts, down 9.9% sequentially, according to IQVIA data cited by Citi. For oral Wegovy, Citi said IQVIA recorded roughly 179K scripts, while Jefferies quoted 180K. To reconcile the discrepancy between the two numbers, we used 179.5K, which translates into a 1.4% weekly decline. In fact, scripts for all major GLP-1s declined last week across diabetes and obesity care, save for Lilly's Zepbound KwikPen, a prefilled injection pen that delivers four fixed weekly doses of tirzepatide, according to Jefferies. Overall Zepbound scripts dipped below 800K in a 0.8% decrease sequentially, just as Novo's total Wegovy scripts fell 2.7% to 505.5K, according to Citi. Based on the numbers, Jefferies now models $208 million for Foundayo sales in the third quarter, which the team noted is in line with consensus. Source: IQVIA data cited by Jefferies or CitiThe probability that the numbers are correct is high, because they can be traced to both Citi, Jefferies and IQVIA via Fierce Pharma. However, these are analyst-reported market data, not official sales figures from Novo Nordisk or Eli Lilly. Interestingly, it might not be this week's drop, but the fact that oral Wegovy is still hovering around 3 times higher than Foundayo in weekly prescriptions (179.5k vs. 57.9k), that the market will attach the most importance to.
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.
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2026 Q2 - tulosraportti
66 päivää sitten
‧1 t 2 min
3,75 DKK/osake
Viimeisin osinko
4,58%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
- ·2 t sittenAn analysis highlights that they see an opportunity for Novo to raise its guidance when the company presents its third-quarter financial results. We expect Novo to raise the lower bound of its full-year guidance, and it is also possible that the upper bound will be raised by 1 percentage point, according to the bank, as reported by Marketwire.
- 3 t sittenI'm back at 250. Took some losses since July, about -10%. Now doubling down. We'll see. This is not investment advice, do your own research.
- ·4 t sittenLikely ready to hit the market when the current patents expire. So much faster weight loss and fewer side effects and wouldn't you know, there are some new patents protecting it👍
- ·6 t sitten · Muokattu### ChatGPT:  1. Novo Nordisk – CagriSema Strongest on clinical documentation Effect: In the phase 3 study REDEFINE 1, weight loss was 20.4 % after 68 weeks in the analysis that accounted for treatment discontinuations according to trial rules. Among participants who stayed on treatment, it was 22.7 %. Side effects: Especially nausea, vomiting, diarrhea, and constipation. The combination makes it difficult to know how much amylin contributes to the side effects compared to semaglutide. Research: Novo has a comprehensive phase 3 program. The significant weakness is that CagriSema did not show the expected superiority compared to the prespecified comparison with semaglutide.  2. Eli Lilly – eloralintid Strong effect potential Effect: Phase 2 results have shown weight loss of up to approximately 20 % after 48 weeks at the highest doses investigated. Side effects: Gastrointestinal issues are also a problem here. It is not yet sufficiently documented whether the preparation overall is better tolerated than CagriSema. Research: Promising results, but phase 2 results cannot be directly compared to the Novo study's phase 3 results. Lilly also has considerable experience in the development and commercialization of obesity drugs.  3. Zealand Pharma – petrelintid Interesting on tolerability Effect: Early clinical results have shown significant weight loss, but the trial duration and size are not sufficient to establish whether the effect can match the other two candidates. Side effects: A key hope is that petrelintid may cause fewer or milder gastrointestinal issues. This is an important research track, but there is not yet documentation that the compound is the best. Research: Zealand has an interesting amylin-based approach, but an earlier stage of development entails greater uncertainty regarding efficacy, safety, and commercial success. ### Who wins in the individual areas? | Area | My assessment | | ------------------------------------ | ----------------------------------------------- | | Documentation for weight loss | Novo Nordisk | | High effect potential | Novo and Lilly | | Fewest side effects | No clear winner yet | | Research maturity | Novo Nordisk | | Opportunity for a positive surprise | Zealand Pharma is interesting, but more uncertain | ### What would I especially keep an eye on? There are three crucial questions that upcoming studies must answer: * Can amylin deliver the same weight loss as GLP-1 with fewer side effects? That could be a major competitive advantage. * Can amylin be combined with GLP-1 without increasing dropouts? This is central to CagriSema and any future combination treatments. * How much muscle mass is preserved? Major weight loss is not necessarily optimal if a significant part is loss of muscle mass. There is still a lack of strong documentation that a specific amylin product is best on this point. ### My conclusion If I were solely to assess who stands strongest on documentation and development maturity, I would choose Novo Nordisk. If I were assessing the potential for a strong new competitor, I would watch Lilly's eloralintid very closely. Zealand Pharma is interesting if petrelintid can document a real advantage on tolerability. But that is still a hypothesis that must be proven in larger and longer studies. Note: I cannot verify the latest trial data and development milestones as of October 2026 here. The ranking is therefore based on the clinical results I can describe on a sound basis, and is not a confirmation of the current trial status.
- 12 t sittenUPDATED: Oct. 10, 2026 Prescriptions for Lilly's Foundayo and Novo's Wegovy pill pulled back a little during the last week. In its 26th week of launch, Foundayo achieved 57,920 total scripts, down 9.9% sequentially, according to IQVIA data cited by Citi. For oral Wegovy, Citi said IQVIA recorded roughly 179K scripts, while Jefferies quoted 180K. To reconcile the discrepancy between the two numbers, we used 179.5K, which translates into a 1.4% weekly decline. In fact, scripts for all major GLP-1s declined last week across diabetes and obesity care, save for Lilly's Zepbound KwikPen, a prefilled injection pen that delivers four fixed weekly doses of tirzepatide, according to Jefferies. Overall Zepbound scripts dipped below 800K in a 0.8% decrease sequentially, just as Novo's total Wegovy scripts fell 2.7% to 505.5K, according to Citi. Based on the numbers, Jefferies now models $208 million for Foundayo sales in the third quarter, which the team noted is in line with consensus. Source: IQVIA data cited by Jefferies or CitiThe probability that the numbers are correct is high, because they can be traced to both Citi, Jefferies and IQVIA via Fierce Pharma. However, these are analyst-reported market data, not official sales figures from Novo Nordisk or Eli Lilly. Interestingly, it might not be this week's drop, but the fact that oral Wegovy is still hovering around 3 times higher than Foundayo in weekly prescriptions (179.5k vs. 57.9k), that the market will attach the most importance to.
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 |
|---|---|---|---|---|
| 350 | - | - | ||
| 195 | - | - | ||
| 103 | - | - | ||
| 275 | - | - | ||
| 142 | - | - |
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. | ||
2025 Q3 - tulosraportti 5.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
Välittäjätilasto
Dataa ei löytynyt
2026 Q2 - tulosraportti
66 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. | ||
2025 Q3 - tulosraportti 5.11.2025 |
Tuotteita joiden kohde-etuutena tämä arvopaperi
3,75 DKK/osake
Viimeisin osinko
4,58%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
- ·2 t sittenAn analysis highlights that they see an opportunity for Novo to raise its guidance when the company presents its third-quarter financial results. We expect Novo to raise the lower bound of its full-year guidance, and it is also possible that the upper bound will be raised by 1 percentage point, according to the bank, as reported by Marketwire.
- 3 t sittenI'm back at 250. Took some losses since July, about -10%. Now doubling down. We'll see. This is not investment advice, do your own research.
- ·4 t sittenLikely ready to hit the market when the current patents expire. So much faster weight loss and fewer side effects and wouldn't you know, there are some new patents protecting it👍
- ·6 t sitten · Muokattu### ChatGPT:  1. Novo Nordisk – CagriSema Strongest on clinical documentation Effect: In the phase 3 study REDEFINE 1, weight loss was 20.4 % after 68 weeks in the analysis that accounted for treatment discontinuations according to trial rules. Among participants who stayed on treatment, it was 22.7 %. Side effects: Especially nausea, vomiting, diarrhea, and constipation. The combination makes it difficult to know how much amylin contributes to the side effects compared to semaglutide. Research: Novo has a comprehensive phase 3 program. The significant weakness is that CagriSema did not show the expected superiority compared to the prespecified comparison with semaglutide.  2. Eli Lilly – eloralintid Strong effect potential Effect: Phase 2 results have shown weight loss of up to approximately 20 % after 48 weeks at the highest doses investigated. Side effects: Gastrointestinal issues are also a problem here. It is not yet sufficiently documented whether the preparation overall is better tolerated than CagriSema. Research: Promising results, but phase 2 results cannot be directly compared to the Novo study's phase 3 results. Lilly also has considerable experience in the development and commercialization of obesity drugs.  3. Zealand Pharma – petrelintid Interesting on tolerability Effect: Early clinical results have shown significant weight loss, but the trial duration and size are not sufficient to establish whether the effect can match the other two candidates. Side effects: A key hope is that petrelintid may cause fewer or milder gastrointestinal issues. This is an important research track, but there is not yet documentation that the compound is the best. Research: Zealand has an interesting amylin-based approach, but an earlier stage of development entails greater uncertainty regarding efficacy, safety, and commercial success. ### Who wins in the individual areas? | Area | My assessment | | ------------------------------------ | ----------------------------------------------- | | Documentation for weight loss | Novo Nordisk | | High effect potential | Novo and Lilly | | Fewest side effects | No clear winner yet | | Research maturity | Novo Nordisk | | Opportunity for a positive surprise | Zealand Pharma is interesting, but more uncertain | ### What would I especially keep an eye on? There are three crucial questions that upcoming studies must answer: * Can amylin deliver the same weight loss as GLP-1 with fewer side effects? That could be a major competitive advantage. * Can amylin be combined with GLP-1 without increasing dropouts? This is central to CagriSema and any future combination treatments. * How much muscle mass is preserved? Major weight loss is not necessarily optimal if a significant part is loss of muscle mass. There is still a lack of strong documentation that a specific amylin product is best on this point. ### My conclusion If I were solely to assess who stands strongest on documentation and development maturity, I would choose Novo Nordisk. If I were assessing the potential for a strong new competitor, I would watch Lilly's eloralintid very closely. Zealand Pharma is interesting if petrelintid can document a real advantage on tolerability. But that is still a hypothesis that must be proven in larger and longer studies. Note: I cannot verify the latest trial data and development milestones as of October 2026 here. The ranking is therefore based on the clinical results I can describe on a sound basis, and is not a confirmation of the current trial status.
- 12 t sittenUPDATED: Oct. 10, 2026 Prescriptions for Lilly's Foundayo and Novo's Wegovy pill pulled back a little during the last week. In its 26th week of launch, Foundayo achieved 57,920 total scripts, down 9.9% sequentially, according to IQVIA data cited by Citi. For oral Wegovy, Citi said IQVIA recorded roughly 179K scripts, while Jefferies quoted 180K. To reconcile the discrepancy between the two numbers, we used 179.5K, which translates into a 1.4% weekly decline. In fact, scripts for all major GLP-1s declined last week across diabetes and obesity care, save for Lilly's Zepbound KwikPen, a prefilled injection pen that delivers four fixed weekly doses of tirzepatide, according to Jefferies. Overall Zepbound scripts dipped below 800K in a 0.8% decrease sequentially, just as Novo's total Wegovy scripts fell 2.7% to 505.5K, according to Citi. Based on the numbers, Jefferies now models $208 million for Foundayo sales in the third quarter, which the team noted is in line with consensus. Source: IQVIA data cited by Jefferies or CitiThe probability that the numbers are correct is high, because they can be traced to both Citi, Jefferies and IQVIA via Fierce Pharma. However, these are analyst-reported market data, not official sales figures from Novo Nordisk or Eli Lilly. Interestingly, it might not be this week's drop, but the fact that oral Wegovy is still hovering around 3 times higher than Foundayo in weekly prescriptions (179.5k vs. 57.9k), that the market will attach the most importance to.
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 |
|---|---|---|---|---|
| 350 | - | - | ||
| 195 | - | - | ||
| 103 | - | - | ||
| 275 | - | - | ||
| 142 | - | - |
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
Välittäjätilasto
Dataa ei löytynyt











