2026 Q1 -tulosraportti
79 päivää sitten
‧1 t 2 min
7,95 DKK/osake
Viimeisin osinko
3,65%Tuotto/v
Tarjoustasot
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
·4 t sittenWeek 28 looks strong for the entire obesity market in the USA For Novo, the most interesting thing is that Wegovy is again gaining market share. Wegovy overall, pill + pen, increased by 10.5% compared to week 27, and brand share rose from 39.6% to 40.2%. If online sales of Wegovy-pill, which are not fully captured in the reported figures, are included, the Wegovy share is estimated to be approximately 44.4%. Wegovy-pill set a new record and increased by 15.1% week/week. The pill now accounted for 34.3% of all reported Wegovy-scripts, up from 32.6% the week before. In the reported figures, Wegovy-pill has 13.8% of the entire American obesity market, but if online sales are included, the share could be closer to 19.7%. The important thing is that the Wegovy-pill, according to the model, now breaks 50 million dollars in weekly sales at an average price of around 193.55 dollars. This corresponds to an annualized run-rate of over 2.6 billion dollars from USA, UK and UAE. The analysts haven't included that in their calculations yet! Foundayo increased by 10.1% and is up 35% in two weeks, but is still far below the Wegovy-pill. In week 15, Foundayo only corresponds to about 22% of Wegovy-pill sales. It can certainly continue to grow via the Bridge program, but right now Novo is clearly ahead in the oral obesity segment. Mounjaro continues strongly in diabetes with 54.4% market share, while Ozempic is at 34.5%. Here, Lilly still has a clear lead, and Novo lacks a stronger T2D product. CagriSema might close some of the gap, but it has not been submitted for T2D yet and looks like a 2028-case at the earliest. We are behind Eli Lilly on some parameters, but let's see if the financial report doesn't show that the Wegovy-pill has large market shares and can contribute quite positively to earnings in the coming years. There are certainly some analysts who will have to upgrade some of their previous statements, I think. We'll see :)- ·6 t sitten · MuokattuTwo small, but positive Novo news items. It will surely be good soon for the earnings report :D Novo is now stepping up the legal battle against Eli Lilly regarding Lilly's marketing of Zepbound and Mounjaro. Novo believes that Lilly uses misleading comparisons, where Lilly's highest doses are compared against lower and now outdated doses of Wegovy and Ozempic. The interesting thing is that the case is not just handled internally at Novo. They have hired Debevoise & Plimpton with David Bernstein at the helm. He leads the firm's IP litigation department and is considered one of the more prominent American lawyers in the field. This at least indicates that Novo is taking the case seriously and has not merely filed it for appearances' sake. At the same time, the Wegovy pill continues to show strong progress in the USA. According to the latest IQVIA figures, the number of prescriptions in the week leading up to July 17 increased by 15,1 % from 147.533 to 169.781. Lilly's Foundayo simultaneously increased by 10,1 % to 26.761 prescriptions. Foundayo was launched later, so the current figures cannot be directly compared. But looking at both products after 15 weeks on the market, the Wegovy pill had reached 124.608 prescriptions compared to Foundayo's current 26.761. This is quite a significant difference and shows how strongly Novo has actually started the market for obesity pills. Lilly still has plenty of time and financial muscle to catch up, but so far it's difficult to call the launches equal. https://pbs.twimg.com/media/HOAW3TyW8AAMCnL?format=jpg&name=large
5 t sitten · MuokattuClaude: Under the Lanham Act (false advertising), Novo can seek: 1. Lilly's profits attributable to the ads This is the hard part — you have to isolate how much of Zepbound/Mounjaro's revenue was caused by the specific misleading ads vs. the drug's inherent efficacy. Courts typically apply a percentage, not the full revenue. Realistically maybe 5–15% of relevant ad-driven revenue, not 20% of total profit. 2. Novo's actual damages Lost market share they can directly attribute to the deceptive ads. This is even harder to prove causally — Novo lost share for multiple reasons (efficacy perception, formulary access, prescriber preference), not just Lilly's ads. 3. Corrective advertising costs Lilly pays to run corrections. Probably the most achievable remedy. 4. Attorney fees (if willful) Since Novo sent a C&D in April and Lilly ignored it and only added a small disclaimer — that "willful" behavior strengthens the fee claim. The honest reality: The monetary damages in Lanham Act cases are notoriously hard to quantify and often disappointing. Courts frequently award injunctive relief (pull the ads) rather than large cash damages. The real win for Novo is: Lilly forced to pull the Zepbound vs. Wegovy comparison ads Corrective advertising that resets consumer perception Market narrative control heading into the oral GLP-1 battle 
·6 t sittenNew sales platform in USA for companies Crux, an American employee benefits platform, has entered into a collaboration with Novo Nordisk to make it easier and cheaper for American companies and their employees to access the FDA-approved obesity medicine Wegovy®. The collaboration allows employers to offer Wegovy through a special pharmacy arrangement with transparent and fixed prices, without hidden fees, markups, or discount models. The medicine is dispensed via an authorized NovoCare Network pharmacy. Crux simultaneously handles the administrative and financial part of the arrangement, including the use of a Health Reimbursement Arrangement (HRA), which enables employers to provide tax-advantaged contributions for employees' medical expenses. The contributions are deducted directly at the time of purchase, so employees avoid subsequent reimbursements and paperwork. According to Crux, the solution should make it easier for companies to offer obesity treatment as an employee benefit, while Novo Nordisk emphasizes that the collaboration should improve access to authentic, FDA-approved obesity medicines through a simpler and more predictable model. Crux provides employee benefit solutions to companies of all sizes in the USA and is supported by the investment company Red Cell Partners.
·7 t sittenWhat do you expect regarding Novo's financial report on August 5th. I'm keen on the tangible fixed assets: Large investments in new factories, and production facilities. Costs a lot in cash flows, The investments are depreciated continuously in the income statement as the facilities are used. One can also say that cash flow is impacted now, while the result is only gradually affected by certain depreciations over several years.Tangible assets are physical assets such as factories and machinery, while intangible assets are, for example, Goodwill and development projects, patents. They must be kept separate in the accounts. So yes, when analyzing Novo, two items should be assessed separately, because they tell something different about the company's strategy and risk. Regarding 100 billion DKK Novo has bought in the last 5 years, that is my conclusion. The comparison is quite superficial and says nothing about value creation.
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.
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
79 päivää sitten
‧1 t 2 min
7,95 DKK/osake
Viimeisin osinko
3,65%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
- ·4 t sittenWeek 28 looks strong for the entire obesity market in the USA For Novo, the most interesting thing is that Wegovy is again gaining market share. Wegovy overall, pill + pen, increased by 10.5% compared to week 27, and brand share rose from 39.6% to 40.2%. If online sales of Wegovy-pill, which are not fully captured in the reported figures, are included, the Wegovy share is estimated to be approximately 44.4%. Wegovy-pill set a new record and increased by 15.1% week/week. The pill now accounted for 34.3% of all reported Wegovy-scripts, up from 32.6% the week before. In the reported figures, Wegovy-pill has 13.8% of the entire American obesity market, but if online sales are included, the share could be closer to 19.7%. The important thing is that the Wegovy-pill, according to the model, now breaks 50 million dollars in weekly sales at an average price of around 193.55 dollars. This corresponds to an annualized run-rate of over 2.6 billion dollars from USA, UK and UAE. The analysts haven't included that in their calculations yet! Foundayo increased by 10.1% and is up 35% in two weeks, but is still far below the Wegovy-pill. In week 15, Foundayo only corresponds to about 22% of Wegovy-pill sales. It can certainly continue to grow via the Bridge program, but right now Novo is clearly ahead in the oral obesity segment. Mounjaro continues strongly in diabetes with 54.4% market share, while Ozempic is at 34.5%. Here, Lilly still has a clear lead, and Novo lacks a stronger T2D product. CagriSema might close some of the gap, but it has not been submitted for T2D yet and looks like a 2028-case at the earliest. We are behind Eli Lilly on some parameters, but let's see if the financial report doesn't show that the Wegovy-pill has large market shares and can contribute quite positively to earnings in the coming years. There are certainly some analysts who will have to upgrade some of their previous statements, I think. We'll see :)
- ·6 t sitten · MuokattuTwo small, but positive Novo news items. It will surely be good soon for the earnings report :D Novo is now stepping up the legal battle against Eli Lilly regarding Lilly's marketing of Zepbound and Mounjaro. Novo believes that Lilly uses misleading comparisons, where Lilly's highest doses are compared against lower and now outdated doses of Wegovy and Ozempic. The interesting thing is that the case is not just handled internally at Novo. They have hired Debevoise & Plimpton with David Bernstein at the helm. He leads the firm's IP litigation department and is considered one of the more prominent American lawyers in the field. This at least indicates that Novo is taking the case seriously and has not merely filed it for appearances' sake. At the same time, the Wegovy pill continues to show strong progress in the USA. According to the latest IQVIA figures, the number of prescriptions in the week leading up to July 17 increased by 15,1 % from 147.533 to 169.781. Lilly's Foundayo simultaneously increased by 10,1 % to 26.761 prescriptions. Foundayo was launched later, so the current figures cannot be directly compared. But looking at both products after 15 weeks on the market, the Wegovy pill had reached 124.608 prescriptions compared to Foundayo's current 26.761. This is quite a significant difference and shows how strongly Novo has actually started the market for obesity pills. Lilly still has plenty of time and financial muscle to catch up, but so far it's difficult to call the launches equal. https://pbs.twimg.com/media/HOAW3TyW8AAMCnL?format=jpg&name=large5 t sitten · MuokattuClaude: Under the Lanham Act (false advertising), Novo can seek: 1. Lilly's profits attributable to the ads This is the hard part — you have to isolate how much of Zepbound/Mounjaro's revenue was caused by the specific misleading ads vs. the drug's inherent efficacy. Courts typically apply a percentage, not the full revenue. Realistically maybe 5–15% of relevant ad-driven revenue, not 20% of total profit. 2. Novo's actual damages Lost market share they can directly attribute to the deceptive ads. This is even harder to prove causally — Novo lost share for multiple reasons (efficacy perception, formulary access, prescriber preference), not just Lilly's ads. 3. Corrective advertising costs Lilly pays to run corrections. Probably the most achievable remedy. 4. Attorney fees (if willful) Since Novo sent a C&D in April and Lilly ignored it and only added a small disclaimer — that "willful" behavior strengthens the fee claim. The honest reality: The monetary damages in Lanham Act cases are notoriously hard to quantify and often disappointing. Courts frequently award injunctive relief (pull the ads) rather than large cash damages. The real win for Novo is: Lilly forced to pull the Zepbound vs. Wegovy comparison ads Corrective advertising that resets consumer perception Market narrative control heading into the oral GLP-1 battle
- ·6 t sittenNew sales platform in USA for companies Crux, an American employee benefits platform, has entered into a collaboration with Novo Nordisk to make it easier and cheaper for American companies and their employees to access the FDA-approved obesity medicine Wegovy®. The collaboration allows employers to offer Wegovy through a special pharmacy arrangement with transparent and fixed prices, without hidden fees, markups, or discount models. The medicine is dispensed via an authorized NovoCare Network pharmacy. Crux simultaneously handles the administrative and financial part of the arrangement, including the use of a Health Reimbursement Arrangement (HRA), which enables employers to provide tax-advantaged contributions for employees' medical expenses. The contributions are deducted directly at the time of purchase, so employees avoid subsequent reimbursements and paperwork. According to Crux, the solution should make it easier for companies to offer obesity treatment as an employee benefit, while Novo Nordisk emphasizes that the collaboration should improve access to authentic, FDA-approved obesity medicines through a simpler and more predictable model. Crux provides employee benefit solutions to companies of all sizes in the USA and is supported by the investment company Red Cell Partners.
- ·7 t sittenWhat do you expect regarding Novo's financial report on August 5th. I'm keen on the tangible fixed assets: Large investments in new factories, and production facilities. Costs a lot in cash flows, The investments are depreciated continuously in the income statement as the facilities are used. One can also say that cash flow is impacted now, while the result is only gradually affected by certain depreciations over several years.Tangible assets are physical assets such as factories and machinery, while intangible assets are, for example, Goodwill and development projects, patents. They must be kept separate in the accounts. So yes, when analyzing Novo, two items should be assessed separately, because they tell something different about the company's strategy and risk. Regarding 100 billion DKK Novo has bought in the last 5 years, that is my conclusion. The comparison is quite superficial and says nothing about value creation.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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
79 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: 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
3,65%Tuotto/v
Foorumi
Liity keskusteluun Nordnet Socialissa
Kirjaudu
- ·4 t sittenWeek 28 looks strong for the entire obesity market in the USA For Novo, the most interesting thing is that Wegovy is again gaining market share. Wegovy overall, pill + pen, increased by 10.5% compared to week 27, and brand share rose from 39.6% to 40.2%. If online sales of Wegovy-pill, which are not fully captured in the reported figures, are included, the Wegovy share is estimated to be approximately 44.4%. Wegovy-pill set a new record and increased by 15.1% week/week. The pill now accounted for 34.3% of all reported Wegovy-scripts, up from 32.6% the week before. In the reported figures, Wegovy-pill has 13.8% of the entire American obesity market, but if online sales are included, the share could be closer to 19.7%. The important thing is that the Wegovy-pill, according to the model, now breaks 50 million dollars in weekly sales at an average price of around 193.55 dollars. This corresponds to an annualized run-rate of over 2.6 billion dollars from USA, UK and UAE. The analysts haven't included that in their calculations yet! Foundayo increased by 10.1% and is up 35% in two weeks, but is still far below the Wegovy-pill. In week 15, Foundayo only corresponds to about 22% of Wegovy-pill sales. It can certainly continue to grow via the Bridge program, but right now Novo is clearly ahead in the oral obesity segment. Mounjaro continues strongly in diabetes with 54.4% market share, while Ozempic is at 34.5%. Here, Lilly still has a clear lead, and Novo lacks a stronger T2D product. CagriSema might close some of the gap, but it has not been submitted for T2D yet and looks like a 2028-case at the earliest. We are behind Eli Lilly on some parameters, but let's see if the financial report doesn't show that the Wegovy-pill has large market shares and can contribute quite positively to earnings in the coming years. There are certainly some analysts who will have to upgrade some of their previous statements, I think. We'll see :)
- ·6 t sitten · MuokattuTwo small, but positive Novo news items. It will surely be good soon for the earnings report :D Novo is now stepping up the legal battle against Eli Lilly regarding Lilly's marketing of Zepbound and Mounjaro. Novo believes that Lilly uses misleading comparisons, where Lilly's highest doses are compared against lower and now outdated doses of Wegovy and Ozempic. The interesting thing is that the case is not just handled internally at Novo. They have hired Debevoise & Plimpton with David Bernstein at the helm. He leads the firm's IP litigation department and is considered one of the more prominent American lawyers in the field. This at least indicates that Novo is taking the case seriously and has not merely filed it for appearances' sake. At the same time, the Wegovy pill continues to show strong progress in the USA. According to the latest IQVIA figures, the number of prescriptions in the week leading up to July 17 increased by 15,1 % from 147.533 to 169.781. Lilly's Foundayo simultaneously increased by 10,1 % to 26.761 prescriptions. Foundayo was launched later, so the current figures cannot be directly compared. But looking at both products after 15 weeks on the market, the Wegovy pill had reached 124.608 prescriptions compared to Foundayo's current 26.761. This is quite a significant difference and shows how strongly Novo has actually started the market for obesity pills. Lilly still has plenty of time and financial muscle to catch up, but so far it's difficult to call the launches equal. https://pbs.twimg.com/media/HOAW3TyW8AAMCnL?format=jpg&name=large5 t sitten · MuokattuClaude: Under the Lanham Act (false advertising), Novo can seek: 1. Lilly's profits attributable to the ads This is the hard part — you have to isolate how much of Zepbound/Mounjaro's revenue was caused by the specific misleading ads vs. the drug's inherent efficacy. Courts typically apply a percentage, not the full revenue. Realistically maybe 5–15% of relevant ad-driven revenue, not 20% of total profit. 2. Novo's actual damages Lost market share they can directly attribute to the deceptive ads. This is even harder to prove causally — Novo lost share for multiple reasons (efficacy perception, formulary access, prescriber preference), not just Lilly's ads. 3. Corrective advertising costs Lilly pays to run corrections. Probably the most achievable remedy. 4. Attorney fees (if willful) Since Novo sent a C&D in April and Lilly ignored it and only added a small disclaimer — that "willful" behavior strengthens the fee claim. The honest reality: The monetary damages in Lanham Act cases are notoriously hard to quantify and often disappointing. Courts frequently award injunctive relief (pull the ads) rather than large cash damages. The real win for Novo is: Lilly forced to pull the Zepbound vs. Wegovy comparison ads Corrective advertising that resets consumer perception Market narrative control heading into the oral GLP-1 battle
- ·6 t sittenNew sales platform in USA for companies Crux, an American employee benefits platform, has entered into a collaboration with Novo Nordisk to make it easier and cheaper for American companies and their employees to access the FDA-approved obesity medicine Wegovy®. The collaboration allows employers to offer Wegovy through a special pharmacy arrangement with transparent and fixed prices, without hidden fees, markups, or discount models. The medicine is dispensed via an authorized NovoCare Network pharmacy. Crux simultaneously handles the administrative and financial part of the arrangement, including the use of a Health Reimbursement Arrangement (HRA), which enables employers to provide tax-advantaged contributions for employees' medical expenses. The contributions are deducted directly at the time of purchase, so employees avoid subsequent reimbursements and paperwork. According to Crux, the solution should make it easier for companies to offer obesity treatment as an employee benefit, while Novo Nordisk emphasizes that the collaboration should improve access to authentic, FDA-approved obesity medicines through a simpler and more predictable model. Crux provides employee benefit solutions to companies of all sizes in the USA and is supported by the investment company Red Cell Partners.
- ·7 t sittenWhat do you expect regarding Novo's financial report on August 5th. I'm keen on the tangible fixed assets: Large investments in new factories, and production facilities. Costs a lot in cash flows, The investments are depreciated continuously in the income statement as the facilities are used. One can also say that cash flow is impacted now, while the result is only gradually affected by certain depreciations over several years.Tangible assets are physical assets such as factories and machinery, while intangible assets are, for example, Goodwill and development projects, patents. They must be kept separate in the accounts. So yes, when analyzing Novo, two items should be assessed separately, because they tell something different about the company's strategy and risk. Regarding 100 billion DKK Novo has bought in the last 5 years, that is my conclusion. The comparison is quite superficial and says nothing about value creation.
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
Ei dataa
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| - | - | - | - |
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