Q3-osavuosiraportti
8 päivää sitten‧1 t 9 min
3,75 DKK/osake
Viimeisin osinko
3,63 %Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
100
Myynti
Määrä
558
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 19 | - | - | ||
| 19 | - | - | ||
| 20 | - | - | ||
| 125 | - | - | ||
| 119 | - | - |
Ylin
326,4VWAP
Alin
314,1VaihtoMäärä
1 035,7 3 226 390
VWAP
Ylin
326,4Alin
314,1VaihtoMäärä
1 035,7 3 226 390
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 60 000 | 60 000 | 0 | 60 000 |
| Anonyymi | 3 298 688 | 3 298 688 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 60 000 | 60 000 | 0 | 60 000 |
| Anonyymi | 3 298 688 | 3 298 688 | 0 | 0 |
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Ylimääräinen yhtiökokous | 14.11. 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 5.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q2-osavuosiraportti | 6.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 27.3. |
Datan lähde: Millistream, Quartr
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·37 min sittenI still have my shares. In the meantime, I've looked into the concept of "value trap": "A value trap is an investment that appears to be cheap based on metrics like price-to-earnings or price-to-book ratios, but its low price is justified by fundamental business problems, and it fails to recover in value. These investments can result in poor returns because the underlying weaknesses, such as declining earnings, high debt, or poor management, prevent the stock from ever reaching its perceived intrinsic value." It's an interesting concept, and actually, that's exactly what Novo could become if growth fails to materialize because the market prefers Lilly's products and the compounds are allowed to continue. I am NOT saying that's where I believe Novo is, but I see some warning signs.
·23 min sittenSo when CagriSema, Amacrytin and the pill hit the market and indicate a better and healthier weight loss, one should not have preferred Novo, but stayed with Lly? They compete for % back and forth and for the next three years there will be a clown in the USA who destroys quite a lot of things for Novo, e.g. by letting compounders run wild. One can hope that not too many are harmed by the products that hit the market.
·2 min sitten · MuokattuIt is difficult to compare across studies, especially considering the special study design in REDEFINE-1. Results from a direct comparison study will be available soon (early 2026 probably), then we'll see. My own feeling is that CagriSema probably won't be a game-changer. It is probably rather amycretin that has the potential to become one.
·59 min sittenRe-post of my post from last week: Today's deal: Why it's a strategic trade-off, and not a price collapse. There is widespread confusion about today's deal between Novo/Lilly and the US government. To understand what has really happened, one must understand that the American medicine market is not one market, but at least three vastly different ones. Most "experts" only see one number ($149) and draw the wrong conclusion. The three American markets Group 1: Self-payers (DTC - Direct-to-Consumer) These are the uninsured. Typically people in jobs without health coverage or self-employed. They pay the "cash price" (kontantpris) that Novo and Lilly have offered directly on their own platforms (DTC) and at partners like Costco and Walmart. This price has been approximately $499 per month. Alternatively, they go to the local pharmacy, where the price will likely be higher. Group 2: The privately insured This is the largest and most profitable group, typically covered via their employer. Here, prices are negotiated by powerful intermediaries (PBMs), who achieve significant, but secret, discounts on the list price (the $1350 that has been mentioned). Today's deal does not directly change these existing PBM contracts. Group 3: The publicly covered (Medicare & Medicaid) This is a gigantic market of 50-70+ million people (elderly, disabled, and low-income groups). Until today, this market has been largely closed territory for weight loss medication. Revenue from this group has been close to zero. The core of the misunderstanding: $1350 vs. $149 Many now see two numbers and panic: The old list price of $1350 and the new agreed price of $149. They conclude that the price has collapsed by almost 90%. This is a catastrophic misunderstanding for two reasons: 1. The list price is not the market price: Almost no one pays the real list price. It is a fictitious anchor point. 2. $149 is only the low starting dose: The low price only applies to the starting dose. Starting doses are cheaper than maintenance doses. The real trade-off: $499 vs. $350 Here's what the deal really entails when we look at the prices actually being paid: The negative effect: Group 1 (Self-payers) gets a lower price. The price they paid (approx. $499) is now lowered to the new agreed DTC price, which is approx. $350. This is a certain and immediate revenue loss per customer in this group. The positive effect: Group 3 (Medicare/Medicaid) is opened. They start at $149, but the real maintenance price for this group will also be $350. This is a pure gain from a gigantic, new market that is being accessed. So what is the trade-off? Novo and Lilly have accepted a real price drop of approx. 30% for their existing, relatively small self-payer group to be allowed to sell their product at precisely the same price ($350) to the enormous, new Medicare/Medicaid group. Room for positive surprise When Novo itself guides with a "negative low single-digit impact" from the deal, it is probably quite conservative. They must account for the certain loss from Group 1, but cannot possibly know exactly how quickly the millions of new patients in Group 3 will come on board. Furthermore, the pill versions (expected to be launched in January) are also included in the deal. Although a pill is not unequivocally "easier" (it requires daily timing with meals, unlike a weekly injection), it removes the needle barrier for a large group of patients. And it has largely the same effect. The fact that this new volume driver is also locked in at the $350 price opens up an upside potential that is difficult to estimate (and difficult to overstate). Stop looking at $149. The real number in this deal is $350. This is not a collapse. It is an aggressive investment in opening the largest market of all.
1 t sitten1 t sitten📌 Summary: Why Novo Acts Like a Penny Stock Despite being one of the largest companies in Europe, Novo Nordisk’s stock behaviour resembles that of a penny stock because: ✔ Volatility far too high for its size ✔ Moves on hype, not fundamentals ✔ Single-narrative dependence (GLP-1 story) ✔ Heavy retail influence ✔ Price divorced from earnings performance ✔ Oversensitive to rumours ✔ Collapsed valuation without a fundamental collapse This is not how a world-class mega-cap normally behaves. It’s how a momentum-driven penny stock behaves.
·1 t sittenCan anyone explain to me what is happening with the order depth at 16:55? Everything gets collected in the top bar and then the numbers shoot up and down. Last day I asked an investment person from Danske Bank the same question, but he was not able to explain to me what was happening here on Nordnet.·39 min sittenThanks for the answer... Now I understand it. I also asked Google Gemini the same question, so those who are interested in the answer can just read on... Copy/Paste answer from Google Gemini: Hello! That's a good question, because the closing auction is an important, but also a bit technical part of the trading day. The closing auction (also called the closing auction or closing call) on Nasdaq Copenhagen (Copenhagen Stock Exchange) takes place from 16:55 to 17:00 and marks the end of daily trading. Here's an explanation of how it works and why you might perceive parts of it as "hidden": 1. How the closing auction works (16:55-17:00) The closing auction is designed to set one final, fair closing price for the security based on all buy and sell orders in the market at the end of the day. 16:55: Continuous trading stops. Normal trading, where orders are continuously matched, stops. The auction phase begins: During this period, investors can still submit, modify, or cancel their orders (limit orders or market orders). However, no automatic trades are executed in this phase. 16:55-17:00: Determination of the equilibrium price (the "open outcry"). The exchange system constantly calculates an equilibrium price. This is the price at which the maximum number of shares can be traded, and where the imbalance between buying and selling is minimal. During this phase, a system called "open outcry" is used, where the five best price levels (for both buying and selling) and their associated quantities are visible. This provides transparency in the process, as one can see how supply and demand are in the market. The equilibrium price is updated in real-time if orders are changed. Shortly before 17:00: Trading is executed. At a random time in the last 30 seconds (approx. 16:59:30-17:00), the closing price is finally determined, and all securities close simultaneously. All orders that can be matched at the closing price (or better) are executed. This price becomes the official closing price of the day. Orders that cannot be matched remain in the order book or are cancelled, depending on the individual broker's rules. 2. Why is it perceived as "hidden"? What you probably perceive as "hidden" is the absence of normal, continuous trading and the way orders are matched. No continuous pricing (16:55-17:00): Unlike regular trading, where you can see prices change every second and trades are executed instantly, the closing auction is a static phase. There is no trading until the final price is set. This can feel "hidden" because you cannot trade at the displayed price (the equilibrium price) immediately. Focus on equilibrium instead of individual trades: The purpose is to find one optimal price (the closing price) for the total volume at the end of the day, instead of trading at many different prices during the last five minutes. Minimizes market manipulation: The main reason for using an auction mechanism is to increase market robustness and reduce the risk of manipulation of the closing price (a practice called "window dressing" or "marking the close"). By consolidating all orders into one closing call, it becomes more difficult for a single large player to influence the closing price with small, fast trades in the last seconds. Although orders are matched in a single batch at the end, the open outcry process is actually a form of transparency that allows the market to adjust in the last minutes before closing.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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.
Uutiset ja analyysit
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.
Q3-osavuosiraportti
8 päivää sitten‧1 t 9 min
3,75 DKK/osake
Viimeisin osinko
3,63 %Tuotto/v
Uutiset ja analyysit
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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·37 min sittenI still have my shares. In the meantime, I've looked into the concept of "value trap": "A value trap is an investment that appears to be cheap based on metrics like price-to-earnings or price-to-book ratios, but its low price is justified by fundamental business problems, and it fails to recover in value. These investments can result in poor returns because the underlying weaknesses, such as declining earnings, high debt, or poor management, prevent the stock from ever reaching its perceived intrinsic value." It's an interesting concept, and actually, that's exactly what Novo could become if growth fails to materialize because the market prefers Lilly's products and the compounds are allowed to continue. I am NOT saying that's where I believe Novo is, but I see some warning signs.·23 min sittenSo when CagriSema, Amacrytin and the pill hit the market and indicate a better and healthier weight loss, one should not have preferred Novo, but stayed with Lly? They compete for % back and forth and for the next three years there will be a clown in the USA who destroys quite a lot of things for Novo, e.g. by letting compounders run wild. One can hope that not too many are harmed by the products that hit the market.·2 min sitten · MuokattuIt is difficult to compare across studies, especially considering the special study design in REDEFINE-1. Results from a direct comparison study will be available soon (early 2026 probably), then we'll see. My own feeling is that CagriSema probably won't be a game-changer. It is probably rather amycretin that has the potential to become one.
- ·59 min sittenRe-post of my post from last week: Today's deal: Why it's a strategic trade-off, and not a price collapse. There is widespread confusion about today's deal between Novo/Lilly and the US government. To understand what has really happened, one must understand that the American medicine market is not one market, but at least three vastly different ones. Most "experts" only see one number ($149) and draw the wrong conclusion. The three American markets Group 1: Self-payers (DTC - Direct-to-Consumer) These are the uninsured. Typically people in jobs without health coverage or self-employed. They pay the "cash price" (kontantpris) that Novo and Lilly have offered directly on their own platforms (DTC) and at partners like Costco and Walmart. This price has been approximately $499 per month. Alternatively, they go to the local pharmacy, where the price will likely be higher. Group 2: The privately insured This is the largest and most profitable group, typically covered via their employer. Here, prices are negotiated by powerful intermediaries (PBMs), who achieve significant, but secret, discounts on the list price (the $1350 that has been mentioned). Today's deal does not directly change these existing PBM contracts. Group 3: The publicly covered (Medicare & Medicaid) This is a gigantic market of 50-70+ million people (elderly, disabled, and low-income groups). Until today, this market has been largely closed territory for weight loss medication. Revenue from this group has been close to zero. The core of the misunderstanding: $1350 vs. $149 Many now see two numbers and panic: The old list price of $1350 and the new agreed price of $149. They conclude that the price has collapsed by almost 90%. This is a catastrophic misunderstanding for two reasons: 1. The list price is not the market price: Almost no one pays the real list price. It is a fictitious anchor point. 2. $149 is only the low starting dose: The low price only applies to the starting dose. Starting doses are cheaper than maintenance doses. The real trade-off: $499 vs. $350 Here's what the deal really entails when we look at the prices actually being paid: The negative effect: Group 1 (Self-payers) gets a lower price. The price they paid (approx. $499) is now lowered to the new agreed DTC price, which is approx. $350. This is a certain and immediate revenue loss per customer in this group. The positive effect: Group 3 (Medicare/Medicaid) is opened. They start at $149, but the real maintenance price for this group will also be $350. This is a pure gain from a gigantic, new market that is being accessed. So what is the trade-off? Novo and Lilly have accepted a real price drop of approx. 30% for their existing, relatively small self-payer group to be allowed to sell their product at precisely the same price ($350) to the enormous, new Medicare/Medicaid group. Room for positive surprise When Novo itself guides with a "negative low single-digit impact" from the deal, it is probably quite conservative. They must account for the certain loss from Group 1, but cannot possibly know exactly how quickly the millions of new patients in Group 3 will come on board. Furthermore, the pill versions (expected to be launched in January) are also included in the deal. Although a pill is not unequivocally "easier" (it requires daily timing with meals, unlike a weekly injection), it removes the needle barrier for a large group of patients. And it has largely the same effect. The fact that this new volume driver is also locked in at the $350 price opens up an upside potential that is difficult to estimate (and difficult to overstate). Stop looking at $149. The real number in this deal is $350. This is not a collapse. It is an aggressive investment in opening the largest market of all.
- 1 t sitten1 t sitten📌 Summary: Why Novo Acts Like a Penny Stock Despite being one of the largest companies in Europe, Novo Nordisk’s stock behaviour resembles that of a penny stock because: ✔ Volatility far too high for its size ✔ Moves on hype, not fundamentals ✔ Single-narrative dependence (GLP-1 story) ✔ Heavy retail influence ✔ Price divorced from earnings performance ✔ Oversensitive to rumours ✔ Collapsed valuation without a fundamental collapse This is not how a world-class mega-cap normally behaves. It’s how a momentum-driven penny stock behaves.
- ·1 t sittenCan anyone explain to me what is happening with the order depth at 16:55? Everything gets collected in the top bar and then the numbers shoot up and down. Last day I asked an investment person from Danske Bank the same question, but he was not able to explain to me what was happening here on Nordnet.·39 min sittenThanks for the answer... Now I understand it. I also asked Google Gemini the same question, so those who are interested in the answer can just read on... Copy/Paste answer from Google Gemini: Hello! That's a good question, because the closing auction is an important, but also a bit technical part of the trading day. The closing auction (also called the closing auction or closing call) on Nasdaq Copenhagen (Copenhagen Stock Exchange) takes place from 16:55 to 17:00 and marks the end of daily trading. Here's an explanation of how it works and why you might perceive parts of it as "hidden": 1. How the closing auction works (16:55-17:00) The closing auction is designed to set one final, fair closing price for the security based on all buy and sell orders in the market at the end of the day. 16:55: Continuous trading stops. Normal trading, where orders are continuously matched, stops. The auction phase begins: During this period, investors can still submit, modify, or cancel their orders (limit orders or market orders). However, no automatic trades are executed in this phase. 16:55-17:00: Determination of the equilibrium price (the "open outcry"). The exchange system constantly calculates an equilibrium price. This is the price at which the maximum number of shares can be traded, and where the imbalance between buying and selling is minimal. During this phase, a system called "open outcry" is used, where the five best price levels (for both buying and selling) and their associated quantities are visible. This provides transparency in the process, as one can see how supply and demand are in the market. The equilibrium price is updated in real-time if orders are changed. Shortly before 17:00: Trading is executed. At a random time in the last 30 seconds (approx. 16:59:30-17:00), the closing price is finally determined, and all securities close simultaneously. All orders that can be matched at the closing price (or better) are executed. This price becomes the official closing price of the day. Orders that cannot be matched remain in the order book or are cancelled, depending on the individual broker's rules. 2. Why is it perceived as "hidden"? What you probably perceive as "hidden" is the absence of normal, continuous trading and the way orders are matched. No continuous pricing (16:55-17:00): Unlike regular trading, where you can see prices change every second and trades are executed instantly, the closing auction is a static phase. There is no trading until the final price is set. This can feel "hidden" because you cannot trade at the displayed price (the equilibrium price) immediately. Focus on equilibrium instead of individual trades: The purpose is to find one optimal price (the closing price) for the total volume at the end of the day, instead of trading at many different prices during the last five minutes. Minimizes market manipulation: The main reason for using an auction mechanism is to increase market robustness and reduce the risk of manipulation of the closing price (a practice called "window dressing" or "marking the close"). By consolidating all orders into one closing call, it becomes more difficult for a single large player to influence the closing price with small, fast trades in the last seconds. Although orders are matched in a single batch at the end, the open outcry process is actually a form of transparency that allows the market to adjust in the last minutes before closing.
Yllä olevat kommentit ovat peräisin Nordnetin sosiaalisen verkoston Sharevillen 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
Nasdaq Copenhagen
Määrä
Osto
100
Myynti
Määrä
558
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 19 | - | - | ||
| 19 | - | - | ||
| 20 | - | - | ||
| 125 | - | - | ||
| 119 | - | - |
Ylin
326,4VWAP
Alin
314,1VaihtoMäärä
1 035,7 3 226 390
VWAP
Ylin
326,4Alin
314,1VaihtoMäärä
1 035,7 3 226 390
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 60 000 | 60 000 | 0 | 60 000 |
| Anonyymi | 3 298 688 | 3 298 688 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 60 000 | 60 000 | 0 | 60 000 |
| Anonyymi | 3 298 688 | 3 298 688 | 0 | 0 |
Asiakkaat katsoivat myös
Yhtiötapahtumat
| Seuraava tapahtuma | |
|---|---|
| 2025 Ylimääräinen yhtiökokous | 14.11. 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 5.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q2-osavuosiraportti | 6.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 27.3. |
Datan lähde: Millistream, Quartr
Q3-osavuosiraportti
8 päivää sitten‧1 t 9 min
Uutiset ja analyysit
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
| Seuraava tapahtuma | |
|---|---|
| 2025 Ylimääräinen yhtiökokous | 14.11. 1 päivä |
| Menneet tapahtumat | ||
|---|---|---|
| 2025 Q3-osavuosiraportti | 5.11. | |
| 2025 Q2-osavuosiraportti | 7.8. | |
| 2025 Q2-osavuosiraportti | 6.8. | |
| 2025 Q1-osavuosiraportti | 7.5. | |
| 2024 Yhtiökokous | 27.3. |
Datan lähde: Millistream, Quartr
3,75 DKK/osake
Viimeisin osinko
3,63 %Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·37 min sittenI still have my shares. In the meantime, I've looked into the concept of "value trap": "A value trap is an investment that appears to be cheap based on metrics like price-to-earnings or price-to-book ratios, but its low price is justified by fundamental business problems, and it fails to recover in value. These investments can result in poor returns because the underlying weaknesses, such as declining earnings, high debt, or poor management, prevent the stock from ever reaching its perceived intrinsic value." It's an interesting concept, and actually, that's exactly what Novo could become if growth fails to materialize because the market prefers Lilly's products and the compounds are allowed to continue. I am NOT saying that's where I believe Novo is, but I see some warning signs.·23 min sittenSo when CagriSema, Amacrytin and the pill hit the market and indicate a better and healthier weight loss, one should not have preferred Novo, but stayed with Lly? They compete for % back and forth and for the next three years there will be a clown in the USA who destroys quite a lot of things for Novo, e.g. by letting compounders run wild. One can hope that not too many are harmed by the products that hit the market.·2 min sitten · MuokattuIt is difficult to compare across studies, especially considering the special study design in REDEFINE-1. Results from a direct comparison study will be available soon (early 2026 probably), then we'll see. My own feeling is that CagriSema probably won't be a game-changer. It is probably rather amycretin that has the potential to become one.
- ·59 min sittenRe-post of my post from last week: Today's deal: Why it's a strategic trade-off, and not a price collapse. There is widespread confusion about today's deal between Novo/Lilly and the US government. To understand what has really happened, one must understand that the American medicine market is not one market, but at least three vastly different ones. Most "experts" only see one number ($149) and draw the wrong conclusion. The three American markets Group 1: Self-payers (DTC - Direct-to-Consumer) These are the uninsured. Typically people in jobs without health coverage or self-employed. They pay the "cash price" (kontantpris) that Novo and Lilly have offered directly on their own platforms (DTC) and at partners like Costco and Walmart. This price has been approximately $499 per month. Alternatively, they go to the local pharmacy, where the price will likely be higher. Group 2: The privately insured This is the largest and most profitable group, typically covered via their employer. Here, prices are negotiated by powerful intermediaries (PBMs), who achieve significant, but secret, discounts on the list price (the $1350 that has been mentioned). Today's deal does not directly change these existing PBM contracts. Group 3: The publicly covered (Medicare & Medicaid) This is a gigantic market of 50-70+ million people (elderly, disabled, and low-income groups). Until today, this market has been largely closed territory for weight loss medication. Revenue from this group has been close to zero. The core of the misunderstanding: $1350 vs. $149 Many now see two numbers and panic: The old list price of $1350 and the new agreed price of $149. They conclude that the price has collapsed by almost 90%. This is a catastrophic misunderstanding for two reasons: 1. The list price is not the market price: Almost no one pays the real list price. It is a fictitious anchor point. 2. $149 is only the low starting dose: The low price only applies to the starting dose. Starting doses are cheaper than maintenance doses. The real trade-off: $499 vs. $350 Here's what the deal really entails when we look at the prices actually being paid: The negative effect: Group 1 (Self-payers) gets a lower price. The price they paid (approx. $499) is now lowered to the new agreed DTC price, which is approx. $350. This is a certain and immediate revenue loss per customer in this group. The positive effect: Group 3 (Medicare/Medicaid) is opened. They start at $149, but the real maintenance price for this group will also be $350. This is a pure gain from a gigantic, new market that is being accessed. So what is the trade-off? Novo and Lilly have accepted a real price drop of approx. 30% for their existing, relatively small self-payer group to be allowed to sell their product at precisely the same price ($350) to the enormous, new Medicare/Medicaid group. Room for positive surprise When Novo itself guides with a "negative low single-digit impact" from the deal, it is probably quite conservative. They must account for the certain loss from Group 1, but cannot possibly know exactly how quickly the millions of new patients in Group 3 will come on board. Furthermore, the pill versions (expected to be launched in January) are also included in the deal. Although a pill is not unequivocally "easier" (it requires daily timing with meals, unlike a weekly injection), it removes the needle barrier for a large group of patients. And it has largely the same effect. The fact that this new volume driver is also locked in at the $350 price opens up an upside potential that is difficult to estimate (and difficult to overstate). Stop looking at $149. The real number in this deal is $350. This is not a collapse. It is an aggressive investment in opening the largest market of all.
- 1 t sitten1 t sitten📌 Summary: Why Novo Acts Like a Penny Stock Despite being one of the largest companies in Europe, Novo Nordisk’s stock behaviour resembles that of a penny stock because: ✔ Volatility far too high for its size ✔ Moves on hype, not fundamentals ✔ Single-narrative dependence (GLP-1 story) ✔ Heavy retail influence ✔ Price divorced from earnings performance ✔ Oversensitive to rumours ✔ Collapsed valuation without a fundamental collapse This is not how a world-class mega-cap normally behaves. It’s how a momentum-driven penny stock behaves.
- ·1 t sittenCan anyone explain to me what is happening with the order depth at 16:55? Everything gets collected in the top bar and then the numbers shoot up and down. Last day I asked an investment person from Danske Bank the same question, but he was not able to explain to me what was happening here on Nordnet.·39 min sittenThanks for the answer... Now I understand it. I also asked Google Gemini the same question, so those who are interested in the answer can just read on... Copy/Paste answer from Google Gemini: Hello! That's a good question, because the closing auction is an important, but also a bit technical part of the trading day. The closing auction (also called the closing auction or closing call) on Nasdaq Copenhagen (Copenhagen Stock Exchange) takes place from 16:55 to 17:00 and marks the end of daily trading. Here's an explanation of how it works and why you might perceive parts of it as "hidden": 1. How the closing auction works (16:55-17:00) The closing auction is designed to set one final, fair closing price for the security based on all buy and sell orders in the market at the end of the day. 16:55: Continuous trading stops. Normal trading, where orders are continuously matched, stops. The auction phase begins: During this period, investors can still submit, modify, or cancel their orders (limit orders or market orders). However, no automatic trades are executed in this phase. 16:55-17:00: Determination of the equilibrium price (the "open outcry"). The exchange system constantly calculates an equilibrium price. This is the price at which the maximum number of shares can be traded, and where the imbalance between buying and selling is minimal. During this phase, a system called "open outcry" is used, where the five best price levels (for both buying and selling) and their associated quantities are visible. This provides transparency in the process, as one can see how supply and demand are in the market. The equilibrium price is updated in real-time if orders are changed. Shortly before 17:00: Trading is executed. At a random time in the last 30 seconds (approx. 16:59:30-17:00), the closing price is finally determined, and all securities close simultaneously. All orders that can be matched at the closing price (or better) are executed. This price becomes the official closing price of the day. Orders that cannot be matched remain in the order book or are cancelled, depending on the individual broker's rules. 2. Why is it perceived as "hidden"? What you probably perceive as "hidden" is the absence of normal, continuous trading and the way orders are matched. No continuous pricing (16:55-17:00): Unlike regular trading, where you can see prices change every second and trades are executed instantly, the closing auction is a static phase. There is no trading until the final price is set. This can feel "hidden" because you cannot trade at the displayed price (the equilibrium price) immediately. Focus on equilibrium instead of individual trades: The purpose is to find one optimal price (the closing price) for the total volume at the end of the day, instead of trading at many different prices during the last five minutes. Minimizes market manipulation: The main reason for using an auction mechanism is to increase market robustness and reduce the risk of manipulation of the closing price (a practice called "window dressing" or "marking the close"). By consolidating all orders into one closing call, it becomes more difficult for a single large player to influence the closing price with small, fast trades in the last seconds. Although orders are matched in a single batch at the end, the open outcry process is actually a form of transparency that allows the market to adjust in the last minutes before closing.
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Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
100
Myynti
Määrä
558
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 19 | - | - | ||
| 19 | - | - | ||
| 20 | - | - | ||
| 125 | - | - | ||
| 119 | - | - |
Ylin
326,4VWAP
Alin
314,1VaihtoMäärä
1 035,7 3 226 390
VWAP
Ylin
326,4Alin
314,1VaihtoMäärä
1 035,7 3 226 390
Välittäjätilasto
Ostaneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 60 000 | 60 000 | 0 | 60 000 |
| Anonyymi | 3 298 688 | 3 298 688 | 0 | 0 |
Myyneet eniten
| Välittäjä | Ostettu | Myyty | Netto | Sisäinen |
|---|---|---|---|---|
| Nordea Bank Abp | 60 000 | 60 000 | 0 | 60 000 |
| Anonyymi | 3 298 688 | 3 298 688 | 0 | 0 |