Største trialavlesninga på kort sikt for Novo dette, men føler 10% ned er litt mye.
Vurderte inngang selv, men er q2 om noen dager, velger å sitte på utsiden over den.
Dealen med Novo (imho) er at nesten alle negative nyheter gir overutslag nedover (tenk alzheimer-trialene…)
Liten miss / justering av guiding eller hint om at selv om at oral wegovy selger som varmt hvetebørd, så tjener ikke selskapet store penger på pillen, så kan det jo være en ny tur ned under 300DKK
Tenker at de har sluppet de dårlige nyhetene nå før tallene, slik at en saftig justering opp for året skal få momentum . 
Gangen i Novo er vel stort sett:
Droppe litt skikkelig bad news før tallene.
Så er tallene litt dårlig news også.
Kursen stuper.
Så går det 3-4-5-6 uker og alle er sånn "men fuck det er sgu lokomotivet Novo, verdens bedse peptid-produsent " og kursen begynner å krype oppover igjen. Sakte med sikkert. Til det hele gjentar seg. Kommer nok. en ny skuffelse med REDEFINE 11 litt etter nyttår. Novo håper og håper at hvis de bare designer trialene litt forskjellig, så vil CagriSema være “like godt” som tirzepatide. Beste utfall er at CagriSema er det. Men når REDEFINE 11 kommer med data, så sender LLY inn BLA på retatrutide.
Smell i dag, silver liningen er at hvis dette pullbacket finner støtte kan den avgi det endelige kjøpssignalet
Mulig du har rett, men det kommer ikke noen PW nå. Så får vi se når tallene kommer hva Pilla har gjort for inntjening. Litt mindre av Buy LLY / Short NOVO i det siste, er et mulig taktskifte .
Jeg tenker Novo også forsatt kan holde litt tilbake på guiding for resten av året. Synes de har hatt en litt “underpromise, overdeliver” tone etter ny ledelse kom inn. Man kunne også se hint av det i Q1. Pillen har nok gjort det bedre enn forventet, Wegovy HD har kommet bra igang og markedet fortsetter å utvidet seg er ting som teller positivt. Av ting som forsatt må avklares er Medicare/Bridge, hvordan generika har spilt inn (virker som det har gått bra i India, men mener man ikke skulle se på det som en markør for andre lang). Ting som kan være negativt er tapet av eksklusivitet hos CVS og at Tirz forsatt stjeler markedsandeler i flere land (og sikkert flere ting, har veldig lite track på diabetes delen)
Det at de fleste nå også tenker at det kommer en oppjustering gjør muligens at det er veldig lite Novo kan komme med som ikke vil være forventet allerede. Dog så ser jeg noen analytikere drar frem at kursfallet nå kan ha bidratt til å senke forventningene en smule
Mulig Novo vil spare en skikkelig godpakke til CMD i September (da vil de nok ha mer enn nok data til å kunne guide skikkelig istedenfor å komme med en oppdatering nå som de kan skuffe på senere)
Ble ikke stort sett alt av godsaker til CMD leaket av hackerne?
Godt mulig, men det er uansett ikke allment kjent hva som ble lekket
Novo slår konsensus estimat på justert ebit med 10 milliarder DKK og øker guiding fra -4/-12 til 0/-6.
Og aksjen raser ned 6%, what??
Novo Nordisk reports adjusted operating profit of DKK 33,389 million for Q2 2026 and raises full-year outlook
2026-08-04 18:37:02
Bagsværd, 4 August 2026 - Financial report for the period 1 January 2026 to 30 June 2026
Financial performance
Q2 2026 reported sales increased by 3% at CER, with growth negatively impacted by a DKK 2.6 billion rebate provision reversal related to the 340B Drug Pricing Program in the US in Q2 2025. Q2 2026 adjusted sales increased by 7% at CER, driven by GLP-1 volume growth across geographies and favourable US rebate adjustments in the quarter. Q2 2026 reported operating profit decreased by 16% at CER, with growth negatively impacted by the US 340B rebate provision reversal in Q2 2025 as well as non-cash impairment charges of DKK 6.3 billion in Q2 2026 related to intangible pipeline assets, including monlunabant (DKK 4.0 billion). Q2 2026 adjusted operating profit increased by 11% at CER.Commercial highlights
Wegovy® pill continues its uptake in the US, and for the week ending 17 July, total weekly prescriptions exceeded 265,000. Measured by new patient starts, the Wegovy® franchise remains the market leader among branded obesity medications in the US. Wegovy® pill was launched in the UAE in June and in the UK in July, with encouraging early uptake observed. In the coming quarters, additional Wegovy® pill launches in other select markets are planned. Wegovy® HD was launched in the US in April, and Wegovy® 7.2 mg single-dose pen in the UK in June. The roll-out of Wegovy® 7.2 mg single-dose pen across the EU is planned in the second half of 2026.Pipeline progress
Within obesity, Wegovy® 7.2 mg single-dose pen received EMA approval in July based on the STEP UP data providing up to 20.7% mean weight loss. Also within obesity, Wegovy® pill received EMA approval in July based on the OASIS 4 data providing up to 16.6% mean weight loss. In cardiovascular disease, the ZEUS phase 3 trial with ziltivekimab did not meet the primary endpoint.Outlook
Adjusted sales growth for 2026 is now expected to be 0% to -6% at CER and adjusted operating profit growth is now expected to be 0% to -6% at CER. The improved outlook is driven by increased expectations for GLP-1 product sales.PROFIT AND LOSS
DKK millionQ2 2026 Growth
in DKK Growth
at CER H1 2026 Growth
in DKK Growth
at CERNet sales 78,488 2% 3% 175,311 13% 18%
Operating profit 27,061 (19%) (16%) 86,679 20% 27%
Adjusted net sales1 78,488 6% 7% 148,551 (2%) 2%
Adjusted operating profit1,2 33,389 8% 11% 66,247 (5%) 2%
CER: Constant exchange rates; 1Adjusted sales and adjusted operating profit growth rates exclude the non-recurring impact from the provision reversals related to the 340B Drug Pricing Program in the US. 2Excl. DKK 6.3 billion non-recurring, non-cash impairment charges in Q2 2026 related to intangible pipeline assets, including monlunabant (DKK 4.0 billion)… Further details provided in Appendix 7“The Wegovy® product portfolio remains a key growth driver for Novo Nordisk in 2026, led by the continued rapid adoption of Wegovy® pill in the US, which has reached more than 5 million prescriptions since its launch, alongside encouraging early uptake in markets outside the US and the rollout of Wegovy® HD (7.2 mg). The increased US GLP-1 momentum, combined with continued growth and new launches in International Operations, has led us to further raise our 2026 guidance for both adjusted sales and adjusted operating profit,” said Mike Doustdar, president and CEO of Novo Nordisk.
On 5 August 2026 at 13.00 CEST, corresponding to 07.00 am EDT, an earnings call will be held. Investors will be able to listen in via a link on novonordisk.com, which can be found under ‘Investors’ (the contents of the company’s website do not form a part of this Form 6-K)
Denne gav en fin forklaring på bekymringene rundt Novo og hvorfor den falt i går.
Thats Novo for you
Siste IQVIA data:
Oral Wegovy: 176,373
Foundayo: 36,619
Lexicon Pharmaceuticals Earns Third $10 Million Milestone Payment from Novo Nordisk Following Achievement of Key Phase 1 Development Milestone for LX9851
August 24, 2026
LX9851 is a first-in-class, oral non-incretin candidate being developed by Novo Nordisk for the treatment of obesity and associated metabolic disorders
Lexicon is eligible to receive up to $1 billion in total upfront and milestone payments from the collaboration, plus royalties on net sales
THE WOODLANDS, Texas, Aug. 24, 2026 (GLOBE NEWSWIRE) – Lexicon Pharmaceuticals, Inc. (Nasdaq: LXRX) today announced that it has earned a third $10 million milestone payment in 2026 from Novo Nordisk A/S following the achievement of a key patient dosing milestone in the ongoing Phase 1 clinical development program for LX9851, a first-in-class oral small molecule inhibitor of ACSL5 being developed for obesity and associated metabolic disorders.
LX9851 is being advanced by Novo Nordisk under the companies’ exclusive worldwide license agreement signed in 2025. Under the terms of the agreement, Novo Nordisk obtained an exclusive, worldwide license to develop, manufacture and commercialize LX9851 in all indications.
With the achievement of this milestone, Lexicon has now earned $75 million of the $1 billion in potential upfront, development, regulatory and commercial milestone payments available under its collaboration with Novo Nordisk. In addition, Lexicon is entitled to receive tiered royalties on future net sales of LX9851.
“This milestone represents another important step forward in the development of LX9851 and further demonstrates the strong execution of our collaboration with Novo Nordisk,” said Mike Exton, CEO and director of Lexicon. “In just over a year, the program has progressed from a licensing agreement to the successful achievement of multiple clinical development milestones. We believe LX9851’s novel mechanism and oral profile have the potential to offer an important new approach for people living with obesity and associated metabolic diseases, and we remain excited about the program’s continued advancement."
The Phase 1 development program for LX9851 was initiated by Novo Nordisk in March 2026 and is investigating the safety, tolerability, pharmacokinetics and pharmacodynamics of single and multiple ascending doses of LX9851 compared to placebo in adult subjects who are overweight or obese. The Phase 1 program is expected to be completed in the first quarter of 2027.
Oh la la
Blir interessant å se det som kommer av data fra den trialen i q1 2027
LX9851 er et oral small molecule som skal blokkere ACSL5 enzymet
Første av sin type, virker på en annen måte enn inkretiner som glp1
i hvert fall i mus da
…og forøvrig mener jeg at molboene i novo må skaffe seg in oral ikke-peptid small molecule glp1
Kjøpe opp Structure da
Novo Nordisk launches Wegovy weight-loss pill in Germany
Tue 01/09/2026 - 10:55
COPENHAGEN, Sep 1 (Reuters) - Novo Nordisk has launched its Wegovy pill in Germany, a spokesperson for the Danish drugmaker said on Tuesday, with investors keenly focused on the oral weight-loss treatment in light of intensifying competition with U.S. rival Eli Lilly.
Novo was first to bring a highly effective GLP-1 weight-loss injection, Wegovy, to the U.S. market, but is under pressure to regain ground lost to Lilly’s Zepbound in a business that analysts expect will be worth more than $100 billion a year by 2030.
• Germany, a key European launch market for innovative medicines and the biggest pharmaceutical market in the European Union, is the first country in the 27-member bloc where Novo has launched the Wegovy pill.
• The pill was launched earlier this year in the U.S., Britain and the United Arab Emirates.
• The prices for the Wegovy pill will vary depending on the dosage and will be comparable to those of the Wegovy pen, for which pharmacy retail prices currently range between €170 to €280, a Novo spokesperson told Reuters.
• Lilly’s weight-loss pill Foundayo launched in the UK in late August and is currently under regulatory review in more than 40 markets, with the company expecting a rollout across all major markets in 2027.
• Novo’s Wegovy pill contains semaglutide, the same active ingredient used in its blockbuster injectable drugs Wegovy for weight loss and Ozempic for diabetes.
• Novo’s pill in May won a positive recommendation from the European Medicines Agency, followed by a nod from the European Commission in July, clearing it for use across the EU.
• Novo’s Doustdar said when Novo reported second-quarter earnings in August that the company estimated the Wegovy pill had captured 90% of the oral obesity market, despite competition from Lilly’s product.
• Lilly’s Foundayo has been gaining momentum in the U.S. since its approval and launch in April, but still lags the Wegovy pill.
• Pills could comprise more than a third of GLP-1 use by 2030, Novo said in January.
• The company is due to hold its capital markets day on September 21.
(Reporting by Patricia Weiss, Bhanvi Satija and Louise Rasmussen, Editing by Louise Heavens and Jan Harvey)
https://live.euronext.com/en/financial-news/novo-nordisk-launches-wegovy-weight-loss-pill-germany
