2026 Q1 -tulosraportti
25 päivää sitten
‧1 t 2 min
7,95 DKK/osake
Viimeisin osinko
3,99%Tuotto/v
Tarjoustasot
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 10 000 | - | - | ||
| 26 | - | - | ||
| 33 | - | - | ||
| 44 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 |
Asiakkaat katsoivat myös
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
·1 t sitten · MuokattuWe have a problem… Even though the Novo pill has a significant lead and shows better weight loss results, there is a central problem with the pill that is not talked about enough, namely that it is a biological molecule (a peptide). This means that the patient must take the pill on a completely empty stomach in the morning and then fast (neither eat nor drink) for a period for it to work at all. In contrast, Eli Lilly's pill is a "chemical" molecule (small molecule). It can be taken at any time of day, with or without food. Furthermore, chemical pills are extremely much cheaper and easier to mass-produce in billions of copies. This results in Goldman Sachs estimating that Eli Lilly will snatch up to 60% of the pill market by 2030, while Novo will have to settle for approx. 21%.
·1 t sittenNow, it's far from the first medicine that needs to be taken on an empty stomach and wait 30 minutes. That is the absolute only disadvantage of the wegovy pill. Eli Lilly's pill, on the other hand, has problems if you take several other types of medicine, e.g. birth control pills and cholesterol medicine (I think that excludes a large part of the patients). That pill is just some shit next to Novo's, and it's no wonder they have difficulty selling it.
·3 t sittenNovo gives Lilly a thrashing on new prescriptions for the weight loss pill in the USA. Hedge funds in the USA are fighting tooth and nail to keep the share price down so they can buy up. A battle took place last week, where a lot was bought and sold. There is good news for Novo across the board. The cork is about to pop. Regarding the approval of Wehovy for young people over 12 years old in India - there are approx 1.4 billion people in India, and approx 29% of adults are overweight. It's only going one way for Novo in the future...
·7 t sittenIf the Wegovy pill is really preferred to a much greater extent than Lilly’s Foundayo, why is the concern about future competition so great? If Lilly cannot match Novo in the pill market, who can, in a big way?
·6 t sitten · MuokattuThe challenge is long-term profitability, so partly 1) the profit margin on the pill is lower compared to the injection and 2) the profit margin on the injection falls significantly after patent expiry. At the same time, it is advantageous for a patent-protected pharmaceutical company to transition people to the newest drug from about 3 years before patent expiry to maintain revenue. In short: Novo Nordisk is running out of time. Edit: Novo Nordisk has the best oral product, provided the patient takes it as directed. It's just not enough to secure the future.·5 t sittenSNAC increases the bioavailability of semaglutide via oral intake, that's it. The problem/challenge is that I as a patient will probably choose drugs with a mild side effect profile, think like the pain medication market, because the obesity medication market will in the long run (>10 years into the future) be a mass market of 100+ billion units annually. Thus, GLP-1s will only be attractive after amylin and amylin combo have been tested (probably the amylin analogues will have been replaced by an even milder treatment by then). 3rd priority treatment just doesn't sound very attractive to me - and it absolutely does not justify a high valuation.
11 t sitten11 t sitten
·13 t sitten · MuokattuIs it conspiratorial to wonder why these numbers haven't been updated this week? They were supposed to be released on Friday. Below the graph it says "Source: IQVIA data cited by Jefferies". And Jefferies has a price target for Eli Lilly of 1330 USD. And we know what Jefferies thinks about Novo. And we know that Eli Lilly's weekly prescription numbers are catastrophic while Novo has stayed at 140,000 new prescriptions per week according to this graph. Is there someone who doesn't want to talk loudly about Novo pulling ahead in the pill market? Hmmmm.. Jefferies also has a price target for Novo of 270 DKK https://www.fiercepharma.com/pharma/oral-glp-1-tracker-launch-trajectories-lilly-foundayo-novo-wegovy-pill
·10 t sittenTarget 270 from Jeffries, which is then very good. Novo's share price is almost there.
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.
Uutiset
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.
2026 Q1 -tulosraportti
25 päivää sitten
‧1 t 2 min
7,95 DKK/osake
Viimeisin osinko
3,99%Tuotto/v
Uutiset
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
- ·1 t sitten · MuokattuWe have a problem… Even though the Novo pill has a significant lead and shows better weight loss results, there is a central problem with the pill that is not talked about enough, namely that it is a biological molecule (a peptide). This means that the patient must take the pill on a completely empty stomach in the morning and then fast (neither eat nor drink) for a period for it to work at all. In contrast, Eli Lilly's pill is a "chemical" molecule (small molecule). It can be taken at any time of day, with or without food. Furthermore, chemical pills are extremely much cheaper and easier to mass-produce in billions of copies. This results in Goldman Sachs estimating that Eli Lilly will snatch up to 60% of the pill market by 2030, while Novo will have to settle for approx. 21%.·1 t sittenNow, it's far from the first medicine that needs to be taken on an empty stomach and wait 30 minutes. That is the absolute only disadvantage of the wegovy pill. Eli Lilly's pill, on the other hand, has problems if you take several other types of medicine, e.g. birth control pills and cholesterol medicine (I think that excludes a large part of the patients). That pill is just some shit next to Novo's, and it's no wonder they have difficulty selling it.
- ·3 t sittenNovo gives Lilly a thrashing on new prescriptions for the weight loss pill in the USA. Hedge funds in the USA are fighting tooth and nail to keep the share price down so they can buy up. A battle took place last week, where a lot was bought and sold. There is good news for Novo across the board. The cork is about to pop. Regarding the approval of Wehovy for young people over 12 years old in India - there are approx 1.4 billion people in India, and approx 29% of adults are overweight. It's only going one way for Novo in the future...
- ·7 t sittenIf the Wegovy pill is really preferred to a much greater extent than Lilly’s Foundayo, why is the concern about future competition so great? If Lilly cannot match Novo in the pill market, who can, in a big way?·6 t sitten · MuokattuThe challenge is long-term profitability, so partly 1) the profit margin on the pill is lower compared to the injection and 2) the profit margin on the injection falls significantly after patent expiry. At the same time, it is advantageous for a patent-protected pharmaceutical company to transition people to the newest drug from about 3 years before patent expiry to maintain revenue. In short: Novo Nordisk is running out of time. Edit: Novo Nordisk has the best oral product, provided the patient takes it as directed. It's just not enough to secure the future.·5 t sittenSNAC increases the bioavailability of semaglutide via oral intake, that's it. The problem/challenge is that I as a patient will probably choose drugs with a mild side effect profile, think like the pain medication market, because the obesity medication market will in the long run (>10 years into the future) be a mass market of 100+ billion units annually. Thus, GLP-1s will only be attractive after amylin and amylin combo have been tested (probably the amylin analogues will have been replaced by an even milder treatment by then). 3rd priority treatment just doesn't sound very attractive to me - and it absolutely does not justify a high valuation.
- 11 t sitten11 t sitten
- ·13 t sitten · MuokattuIs it conspiratorial to wonder why these numbers haven't been updated this week? They were supposed to be released on Friday. Below the graph it says "Source: IQVIA data cited by Jefferies". And Jefferies has a price target for Eli Lilly of 1330 USD. And we know what Jefferies thinks about Novo. And we know that Eli Lilly's weekly prescription numbers are catastrophic while Novo has stayed at 140,000 new prescriptions per week according to this graph. Is there someone who doesn't want to talk loudly about Novo pulling ahead in the pill market? Hmmmm.. Jefferies also has a price target for Novo of 270 DKK https://www.fiercepharma.com/pharma/oral-glp-1-tracker-launch-trajectories-lilly-foundayo-novo-wegovy-pill·10 t sittenTarget 270 from Jeffries, which is then very good. Novo's share price is almost there.
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 |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 10 000 | - | - | ||
| 26 | - | - | ||
| 33 | - | - | ||
| 44 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 |
2026 Q1 -tulosraportti
25 päivää sitten
‧1 t 2 min
Uutiset
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: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q2 -tulosraportti 5.8. |
| Menneet tapahtumat | ||
|---|---|---|
2026 Q1 -tulosraportti 6.5. | ||
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 |
7,95 DKK/osake
Viimeisin osinko
3,99%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·1 t sitten · MuokattuWe have a problem… Even though the Novo pill has a significant lead and shows better weight loss results, there is a central problem with the pill that is not talked about enough, namely that it is a biological molecule (a peptide). This means that the patient must take the pill on a completely empty stomach in the morning and then fast (neither eat nor drink) for a period for it to work at all. In contrast, Eli Lilly's pill is a "chemical" molecule (small molecule). It can be taken at any time of day, with or without food. Furthermore, chemical pills are extremely much cheaper and easier to mass-produce in billions of copies. This results in Goldman Sachs estimating that Eli Lilly will snatch up to 60% of the pill market by 2030, while Novo will have to settle for approx. 21%.·1 t sittenNow, it's far from the first medicine that needs to be taken on an empty stomach and wait 30 minutes. That is the absolute only disadvantage of the wegovy pill. Eli Lilly's pill, on the other hand, has problems if you take several other types of medicine, e.g. birth control pills and cholesterol medicine (I think that excludes a large part of the patients). That pill is just some shit next to Novo's, and it's no wonder they have difficulty selling it.
- ·3 t sittenNovo gives Lilly a thrashing on new prescriptions for the weight loss pill in the USA. Hedge funds in the USA are fighting tooth and nail to keep the share price down so they can buy up. A battle took place last week, where a lot was bought and sold. There is good news for Novo across the board. The cork is about to pop. Regarding the approval of Wehovy for young people over 12 years old in India - there are approx 1.4 billion people in India, and approx 29% of adults are overweight. It's only going one way for Novo in the future...
- ·7 t sittenIf the Wegovy pill is really preferred to a much greater extent than Lilly’s Foundayo, why is the concern about future competition so great? If Lilly cannot match Novo in the pill market, who can, in a big way?·6 t sitten · MuokattuThe challenge is long-term profitability, so partly 1) the profit margin on the pill is lower compared to the injection and 2) the profit margin on the injection falls significantly after patent expiry. At the same time, it is advantageous for a patent-protected pharmaceutical company to transition people to the newest drug from about 3 years before patent expiry to maintain revenue. In short: Novo Nordisk is running out of time. Edit: Novo Nordisk has the best oral product, provided the patient takes it as directed. It's just not enough to secure the future.·5 t sittenSNAC increases the bioavailability of semaglutide via oral intake, that's it. The problem/challenge is that I as a patient will probably choose drugs with a mild side effect profile, think like the pain medication market, because the obesity medication market will in the long run (>10 years into the future) be a mass market of 100+ billion units annually. Thus, GLP-1s will only be attractive after amylin and amylin combo have been tested (probably the amylin analogues will have been replaced by an even milder treatment by then). 3rd priority treatment just doesn't sound very attractive to me - and it absolutely does not justify a high valuation.
- 11 t sitten11 t sitten
- ·13 t sitten · MuokattuIs it conspiratorial to wonder why these numbers haven't been updated this week? They were supposed to be released on Friday. Below the graph it says "Source: IQVIA data cited by Jefferies". And Jefferies has a price target for Eli Lilly of 1330 USD. And we know what Jefferies thinks about Novo. And we know that Eli Lilly's weekly prescription numbers are catastrophic while Novo has stayed at 140,000 new prescriptions per week according to this graph. Is there someone who doesn't want to talk loudly about Novo pulling ahead in the pill market? Hmmmm.. Jefferies also has a price target for Novo of 270 DKK https://www.fiercepharma.com/pharma/oral-glp-1-tracker-launch-trajectories-lilly-foundayo-novo-wegovy-pill·10 t sittenTarget 270 from Jeffries, which is then very good. Novo's share price is almost there.
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 |
|---|---|---|---|---|
| 4 000 | - | - | ||
| 10 000 | - | - | ||
| 26 | - | - | ||
| 33 | - | - | ||
| 44 | - | - |
Huomioi, että vaikka osakkeisiin säästäminen on pitkällä aikavälillä tuottanut hyvin, tulevasta tuotosta ei ole takeita. On olemassa riski, että et saa sijoittamiasi varoja takaisin.
Välittäjätilasto
Dataa ei löytynyt