2025 Q4 -tulosraportti
80 päivää sitten
‧1 t 12 min
7,95 DKK/osake
Viimeisin osinko
4,50%Tuotto/v
Tarjoustasot
Nasdaq Copenhagen
Määrä
Osto
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 | - | - | ||
| 20 | - | - | ||
| 702 | - | - | ||
| 571 | - | - | ||
| 129 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 6.8.2025 |
Asiakkaat katsoivat myös
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
·2 t sitten · MuokattuWegovy pill gains ground in the USA: Significant growth in new prescriptions. New figures from Symphony Health via Bloomberg show that Novo Nordisk's Wegovy pill is picking up the pace. The number of new prescriptions rose in week 16 by 9.2 pct. to 87,186, which is a significant increase from previous weeks. Especially the expensive high-dose prescriptions carried the load with a growth of 22.2 pct. At the same time, rival Eli Lilly has entered with the pill Foundayo. In its first full week on the market, the competitor landed 584 new prescriptions. The figures do not include direct sales via online platforms such as Novocare.
·38 min sitten · MuokattuThe low dose costs 149$ per month, approx 950 dk and the high dose approx double that. So if one converts it to low dose, then it's approx 106.300 prescriptions at 950 kr, approx 100 mill.
·2 t sittenI will argue that the bull case for Lilly's Foundayo rests on an unspoken assumption: that no one in the target group has sex. Does that sound absurd? Facts: Oral Wegovy appears to be more effective than Foundayo – approximately 14 % vs. 11 % weight loss at maximum dose in an indirect cross-study comparison. The market for injectable GLP-1 preparations primarily consists of older patients: postmenopausal women and middle-aged men with metabolic syndrome. They have accepted needles, cold chain, and insurance-related friction and have thus shown that they tolerate complexity. The market for pills is different: younger patients, lower BMI, greater price sensitivity, needle phobia, and a strong focus on convenience. This is where Foundayo's growth potential lies. Here's the point, which I believe the market overlooks: Foundayo's FDA label requires that women on birth control pills either switch to non-oral contraception or use a condom for 30 days after initiation and 30 days after each dose escalation. This amounts to 3–6 months of continuous supplementary contraception to reach maximum dose. Oral Wegovy does not have this warning. Semaglutide has been specifically studied for interaction with birth control pills and shows no clinically relevant effect. In other words: minimal friction. Core of the thesis: Imagine a 32-year-old woman on birth control pills who wants to lose weight. She has two options: * Oral Wegovy: Taken in the morning with a 30-minute waiting period before a meal (which often fits naturally into daily life). Approx. 14 % weight loss. No change in contraception. * Foundayo: Can be taken flexibly. Approx. 11 % weight loss. In return, condom use is required for 3–6 months. With each dose escalation, the 30-day period is reset. The choice is not complex. It is one of the most obvious A/B tests in pharma. Lilly positions the product as more “convenient”, but this really only applies to patients who do not use birth control pills. I have conducted a simple analysis based on demographic data (contraceptive use as well as age and gender distribution among patients). My estimate is that 9–14 % of potential patients are affected, when taking into account that the average age of new users of oral treatments is lower (estimated 3–8 years younger). The effect is difficult to quantify precisely, but probably real – and my estimates are conservative. For injectable preparations, this is less relevant: the target group is older and has already accepted friction. The problem primarily arises with the marginal customer. But when the target group gets younger, the effect grows quickly – simply due to demographic factors. 9–14 % is, in my assessment, significant. Added to this is the narrative dimension: Lilly tries to position itself as the convenient choice, but risks among women being perceived as the solution that complicates their contraception. Why is this not priced into the market? Clinical analysts focus on efficacy data. Commercial analysts build models. No one is tasked with assessing the practical, behavioral dimension – including the sexual context. The information is otherwise public: the contraception warning appears on the label, and the efficacy differences appear in the studies. The first indications already suggest that LLY sells fewer pills than NVO – around 20 % of the weekly sales for the Wegovy tablet. Catalyst: Q1 earnings report on April 30. Focus should be on early prescription data for Foundayo. If Novo's oral semaglutide wins specifically among younger women – not just overall – the thesis will likely materialize over the next 2–3 quarters. ––– Sources: [1] https://www.drugs.com/medical-answers/foundayo-wegovy-how-compare-weight-loss-3582233/ [2] https://www.drugs.com/medical-answers/take-foundayo-birth-control-pills-3582165/ [3] https://www.kff.org/womens-health-policy/contraceptive-experiences-coverage-and-preferences-findings-from-the-2024-kff-womens-health-survey/ [4] https://www.kff.org/public-opinion/poll-1-in-8-adults-say-they-are-currently-taking-a-glp-1-drug-for-weight-loss-diabetes-or-another-condition-even-as-half-say-the-drugs-are-difficult-to-afford/ [5] https://www.reuters.com/business/healthcare-pharmaceuticals/lillys-obesity-pill-hits-nearly-4000-prescriptions-second-week-after-launch-2026-04-24/
·1 t sittenThanks for the analysis. You request that the analysis also includes the behavioral, sexual dimension. But can't these factors precisely be read in the, as it has turned out, significant difference in prescription of Foundayo and oral Wegovy?! In other words, the individual doctor must be assumed to know about the factors you believe the market does not price in.
·4 t sittenAfter the party last night, Mike writes at 04:12 on X: 5% in one day, folks. That's not just a rise. It's Ozempic that has taken my Viagra and decided to run an Ironman. I was sitting in the meeting room thinking: "Finally. Now I can look my employees in the eyes again without them whispering 'there goes the guy from the red curve'." To all of you who shorted us in February: Welcome back to the party. We have cake. And semaglutide. In pill form.
·4 t sittenNew data: Novo beats Eli Lilly's pill sales in USA New prescription data from Eli Lilly's pill Foundayo shows that the pill has had a weaker start in the American market than Novo's Wegovy pill Archive photo: Mads Claus Rasmussen/Ritzau Scanpix SARA LINDBERG 24. APR. 2026 KL. 15.28 Novo's rival Eli Lilly's weight loss pill, Foundayo, which was approved for sale in the USA by the American Food and Drug Administration (FDA) at the beginning of the month, has had a poorer start than Novo Nordisk's Wegovy pill, which entered the American market at the beginning of the year.
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
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.
2025 Q4 -tulosraportti
80 päivää sitten
‧1 t 12 min
7,95 DKK/osake
Viimeisin osinko
4,50%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.
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sitten · MuokattuWegovy pill gains ground in the USA: Significant growth in new prescriptions. New figures from Symphony Health via Bloomberg show that Novo Nordisk's Wegovy pill is picking up the pace. The number of new prescriptions rose in week 16 by 9.2 pct. to 87,186, which is a significant increase from previous weeks. Especially the expensive high-dose prescriptions carried the load with a growth of 22.2 pct. At the same time, rival Eli Lilly has entered with the pill Foundayo. In its first full week on the market, the competitor landed 584 new prescriptions. The figures do not include direct sales via online platforms such as Novocare.·38 min sitten · MuokattuThe low dose costs 149$ per month, approx 950 dk and the high dose approx double that. So if one converts it to low dose, then it's approx 106.300 prescriptions at 950 kr, approx 100 mill.
- ·2 t sittenI will argue that the bull case for Lilly's Foundayo rests on an unspoken assumption: that no one in the target group has sex. Does that sound absurd? Facts: Oral Wegovy appears to be more effective than Foundayo – approximately 14 % vs. 11 % weight loss at maximum dose in an indirect cross-study comparison. The market for injectable GLP-1 preparations primarily consists of older patients: postmenopausal women and middle-aged men with metabolic syndrome. They have accepted needles, cold chain, and insurance-related friction and have thus shown that they tolerate complexity. The market for pills is different: younger patients, lower BMI, greater price sensitivity, needle phobia, and a strong focus on convenience. This is where Foundayo's growth potential lies. Here's the point, which I believe the market overlooks: Foundayo's FDA label requires that women on birth control pills either switch to non-oral contraception or use a condom for 30 days after initiation and 30 days after each dose escalation. This amounts to 3–6 months of continuous supplementary contraception to reach maximum dose. Oral Wegovy does not have this warning. Semaglutide has been specifically studied for interaction with birth control pills and shows no clinically relevant effect. In other words: minimal friction. Core of the thesis: Imagine a 32-year-old woman on birth control pills who wants to lose weight. She has two options: * Oral Wegovy: Taken in the morning with a 30-minute waiting period before a meal (which often fits naturally into daily life). Approx. 14 % weight loss. No change in contraception. * Foundayo: Can be taken flexibly. Approx. 11 % weight loss. In return, condom use is required for 3–6 months. With each dose escalation, the 30-day period is reset. The choice is not complex. It is one of the most obvious A/B tests in pharma. Lilly positions the product as more “convenient”, but this really only applies to patients who do not use birth control pills. I have conducted a simple analysis based on demographic data (contraceptive use as well as age and gender distribution among patients). My estimate is that 9–14 % of potential patients are affected, when taking into account that the average age of new users of oral treatments is lower (estimated 3–8 years younger). The effect is difficult to quantify precisely, but probably real – and my estimates are conservative. For injectable preparations, this is less relevant: the target group is older and has already accepted friction. The problem primarily arises with the marginal customer. But when the target group gets younger, the effect grows quickly – simply due to demographic factors. 9–14 % is, in my assessment, significant. Added to this is the narrative dimension: Lilly tries to position itself as the convenient choice, but risks among women being perceived as the solution that complicates their contraception. Why is this not priced into the market? Clinical analysts focus on efficacy data. Commercial analysts build models. No one is tasked with assessing the practical, behavioral dimension – including the sexual context. The information is otherwise public: the contraception warning appears on the label, and the efficacy differences appear in the studies. The first indications already suggest that LLY sells fewer pills than NVO – around 20 % of the weekly sales for the Wegovy tablet. Catalyst: Q1 earnings report on April 30. Focus should be on early prescription data for Foundayo. If Novo's oral semaglutide wins specifically among younger women – not just overall – the thesis will likely materialize over the next 2–3 quarters. ––– Sources: [1] https://www.drugs.com/medical-answers/foundayo-wegovy-how-compare-weight-loss-3582233/ [2] https://www.drugs.com/medical-answers/take-foundayo-birth-control-pills-3582165/ [3] https://www.kff.org/womens-health-policy/contraceptive-experiences-coverage-and-preferences-findings-from-the-2024-kff-womens-health-survey/ [4] https://www.kff.org/public-opinion/poll-1-in-8-adults-say-they-are-currently-taking-a-glp-1-drug-for-weight-loss-diabetes-or-another-condition-even-as-half-say-the-drugs-are-difficult-to-afford/ [5] https://www.reuters.com/business/healthcare-pharmaceuticals/lillys-obesity-pill-hits-nearly-4000-prescriptions-second-week-after-launch-2026-04-24/·1 t sittenThanks for the analysis. You request that the analysis also includes the behavioral, sexual dimension. But can't these factors precisely be read in the, as it has turned out, significant difference in prescription of Foundayo and oral Wegovy?! In other words, the individual doctor must be assumed to know about the factors you believe the market does not price in.
- ·4 t sittenAfter the party last night, Mike writes at 04:12 on X: 5% in one day, folks. That's not just a rise. It's Ozempic that has taken my Viagra and decided to run an Ironman. I was sitting in the meeting room thinking: "Finally. Now I can look my employees in the eyes again without them whispering 'there goes the guy from the red curve'." To all of you who shorted us in February: Welcome back to the party. We have cake. And semaglutide. In pill form.
- ·4 t sittenNew data: Novo beats Eli Lilly's pill sales in USA New prescription data from Eli Lilly's pill Foundayo shows that the pill has had a weaker start in the American market than Novo's Wegovy pill Archive photo: Mads Claus Rasmussen/Ritzau Scanpix SARA LINDBERG 24. APR. 2026 KL. 15.28 Novo's rival Eli Lilly's weight loss pill, Foundayo, which was approved for sale in the USA by the American Food and Drug Administration (FDA) at the beginning of the month, has had a poorer start than Novo Nordisk's Wegovy pill, which entered the American market at the beginning of the year.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 | - | - | ||
| 20 | - | - | ||
| 702 | - | - | ||
| 571 | - | - | ||
| 129 | - | - |
Välittäjätilasto
Dataa ei löytynyt
Asiakkaat katsoivat myös
Yhtiötapahtumat
Datan lähde: FactSet, Quartr| Seuraava tapahtuma | |
|---|---|
2026 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 6.8.2025 |
2025 Q4 -tulosraportti
80 päivää sitten
‧1 t 12 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 Q1 -tulosraportti 6.5. |
| Menneet tapahtumat | ||
|---|---|---|
Vuosittainen yhtiökokous 2026 26.3. | ||
2025 Q4 -tulosraportti 4.2. | ||
Ylimääräinen yhtiökokous 2025 14.11.2025 | ||
2025 Q3 -tulosraportti 5.11.2025 | ||
2025 Q2 -tulosraportti 6.8.2025 |
7,95 DKK/osake
Viimeisin osinko
4,50%Tuotto/v
Shareville
Liity keskusteluun SharevillessäShareville on aktiivisten yksityissijoittajien yhteisö, jossa voit seurata muiden asiakkaiden kaupankäyntiä ja omistuksia.
Kirjaudu
- ·2 t sitten · MuokattuWegovy pill gains ground in the USA: Significant growth in new prescriptions. New figures from Symphony Health via Bloomberg show that Novo Nordisk's Wegovy pill is picking up the pace. The number of new prescriptions rose in week 16 by 9.2 pct. to 87,186, which is a significant increase from previous weeks. Especially the expensive high-dose prescriptions carried the load with a growth of 22.2 pct. At the same time, rival Eli Lilly has entered with the pill Foundayo. In its first full week on the market, the competitor landed 584 new prescriptions. The figures do not include direct sales via online platforms such as Novocare.·38 min sitten · MuokattuThe low dose costs 149$ per month, approx 950 dk and the high dose approx double that. So if one converts it to low dose, then it's approx 106.300 prescriptions at 950 kr, approx 100 mill.
- ·2 t sittenI will argue that the bull case for Lilly's Foundayo rests on an unspoken assumption: that no one in the target group has sex. Does that sound absurd? Facts: Oral Wegovy appears to be more effective than Foundayo – approximately 14 % vs. 11 % weight loss at maximum dose in an indirect cross-study comparison. The market for injectable GLP-1 preparations primarily consists of older patients: postmenopausal women and middle-aged men with metabolic syndrome. They have accepted needles, cold chain, and insurance-related friction and have thus shown that they tolerate complexity. The market for pills is different: younger patients, lower BMI, greater price sensitivity, needle phobia, and a strong focus on convenience. This is where Foundayo's growth potential lies. Here's the point, which I believe the market overlooks: Foundayo's FDA label requires that women on birth control pills either switch to non-oral contraception or use a condom for 30 days after initiation and 30 days after each dose escalation. This amounts to 3–6 months of continuous supplementary contraception to reach maximum dose. Oral Wegovy does not have this warning. Semaglutide has been specifically studied for interaction with birth control pills and shows no clinically relevant effect. In other words: minimal friction. Core of the thesis: Imagine a 32-year-old woman on birth control pills who wants to lose weight. She has two options: * Oral Wegovy: Taken in the morning with a 30-minute waiting period before a meal (which often fits naturally into daily life). Approx. 14 % weight loss. No change in contraception. * Foundayo: Can be taken flexibly. Approx. 11 % weight loss. In return, condom use is required for 3–6 months. With each dose escalation, the 30-day period is reset. The choice is not complex. It is one of the most obvious A/B tests in pharma. Lilly positions the product as more “convenient”, but this really only applies to patients who do not use birth control pills. I have conducted a simple analysis based on demographic data (contraceptive use as well as age and gender distribution among patients). My estimate is that 9–14 % of potential patients are affected, when taking into account that the average age of new users of oral treatments is lower (estimated 3–8 years younger). The effect is difficult to quantify precisely, but probably real – and my estimates are conservative. For injectable preparations, this is less relevant: the target group is older and has already accepted friction. The problem primarily arises with the marginal customer. But when the target group gets younger, the effect grows quickly – simply due to demographic factors. 9–14 % is, in my assessment, significant. Added to this is the narrative dimension: Lilly tries to position itself as the convenient choice, but risks among women being perceived as the solution that complicates their contraception. Why is this not priced into the market? Clinical analysts focus on efficacy data. Commercial analysts build models. No one is tasked with assessing the practical, behavioral dimension – including the sexual context. The information is otherwise public: the contraception warning appears on the label, and the efficacy differences appear in the studies. The first indications already suggest that LLY sells fewer pills than NVO – around 20 % of the weekly sales for the Wegovy tablet. Catalyst: Q1 earnings report on April 30. Focus should be on early prescription data for Foundayo. If Novo's oral semaglutide wins specifically among younger women – not just overall – the thesis will likely materialize over the next 2–3 quarters. ––– Sources: [1] https://www.drugs.com/medical-answers/foundayo-wegovy-how-compare-weight-loss-3582233/ [2] https://www.drugs.com/medical-answers/take-foundayo-birth-control-pills-3582165/ [3] https://www.kff.org/womens-health-policy/contraceptive-experiences-coverage-and-preferences-findings-from-the-2024-kff-womens-health-survey/ [4] https://www.kff.org/public-opinion/poll-1-in-8-adults-say-they-are-currently-taking-a-glp-1-drug-for-weight-loss-diabetes-or-another-condition-even-as-half-say-the-drugs-are-difficult-to-afford/ [5] https://www.reuters.com/business/healthcare-pharmaceuticals/lillys-obesity-pill-hits-nearly-4000-prescriptions-second-week-after-launch-2026-04-24/·1 t sittenThanks for the analysis. You request that the analysis also includes the behavioral, sexual dimension. But can't these factors precisely be read in the, as it has turned out, significant difference in prescription of Foundayo and oral Wegovy?! In other words, the individual doctor must be assumed to know about the factors you believe the market does not price in.
- ·4 t sittenAfter the party last night, Mike writes at 04:12 on X: 5% in one day, folks. That's not just a rise. It's Ozempic that has taken my Viagra and decided to run an Ironman. I was sitting in the meeting room thinking: "Finally. Now I can look my employees in the eyes again without them whispering 'there goes the guy from the red curve'." To all of you who shorted us in February: Welcome back to the party. We have cake. And semaglutide. In pill form.
- ·4 t sittenNew data: Novo beats Eli Lilly's pill sales in USA New prescription data from Eli Lilly's pill Foundayo shows that the pill has had a weaker start in the American market than Novo's Wegovy pill Archive photo: Mads Claus Rasmussen/Ritzau Scanpix SARA LINDBERG 24. APR. 2026 KL. 15.28 Novo's rival Eli Lilly's weight loss pill, Foundayo, which was approved for sale in the USA by the American Food and Drug Administration (FDA) at the beginning of the month, has had a poorer start than Novo Nordisk's Wegovy pill, which entered the American market at the beginning of the year.
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
-
Myynti
Määrä
-
Viimeisimmät kaupat
| Aika | Hinta | Määrä | Ostaja | Myyjä |
|---|---|---|---|---|
| 20 | - | - | ||
| 20 | - | - | ||
| 702 | - | - | ||
| 571 | - | - | ||
| 129 | - | - |
Välittäjätilasto
Dataa ei löytynyt