Big Pharma leter aldri ette en medisin som ordner alt permanent. De ønsker en medisin du må ta hver dag resten av livet 
Har ikke lest artikkelen, men det henger ikke sammen med at når man går på medisinen så trenger man ikke tenke på kosthold, så glemmer man kanskje det etter avsluttet behandling?
Jeg droppet spørsmålet mitt:
Har Novo en pille som man kan ta resten av livet for å holde på vekttapet? Eller noe i pipeline som er lovende?
Cagrisema var vel den mest lovende kanditaten i pipeline. Men siden vektapet kun ble 23% istedetfor 25% så blir nok framtidige inntekter på denne kun noen milliarder usd pr år, istedetfor 17 milliarder pr år. Så da skal selvsagt aksjekursen til hele denne sjappa ned mot null 
https://ekstrabladet.dk/penge/fredagsfuser-for-novo-aktien/11108820
Sakset derfra:
“ I sidste uge blev der udskrevet i alt 55.808 recepter til nye patienter på Wegovy-pillen mod 52.299 recepter i uge syv.
Det viser tal fra Symphony Health Solutions via Bloomberg.
Annonce:
Dermed er ugevæksten reduceret til 6,7 pct. fra væksten ugen forinden på 36,1 pct., hvor antallet af recepter steg fra 38.423 i uge seks.
Helligdag kan spille ind
En del af forklaringen på vækstopbremsningen kan dog ifølge Sydbanks senioranalytiker Søren Løntoft Hansen være, at der var helligdag om mandagen i uge otte, hvor amerikanerne fejrede Presidents’ Day.
Annonce:
Recepttallene omfatter kun salget via de fysiske apoteker.
Ifølge Novo var 380.000 amerikanere på Wegovy-pillen i uge 8 mod 246.000 i uge 7. Tallet, der blev nævnt i forbindelse med årsregnskabet i uge 6, var over 170.000.”
Ellers ganske store tal mon ikke at der kommer en form for reprise af Novo når skuffelsen over mandagens nyhed har lagt sig.
Wegovy har vel dratt inn 30 milliarder Usd++ siden lansering. Ikke rart det er krisestemning i selskapet da.
Nope. Billige piller for vedlikehold av oppnådd vekttap kommer nok til å bli ikke peptid small molecules, slik som Eli Lillys orforglipron, eller f.eks Structures aleniglipron. Koster cents å produsere hver pille, utrolig enkelt å skalere. Sammenlignet vasker peptidbaserte piller som Oral Wegovy absurde mengder med mye dyrere virkestoff pga opptak gjennom fordøyelsen. LLY (og om et par år Structure, og deretter kanskje også Regor, Astraseneca, Roche m.m) kan produsere og selge disse pillene for $99/mnd (og sikkert mye lavere enn det også) og fortsatt tjene penger.
Her er en trial som LLY kjørte med orforglipron i 52 uker som vedlikehold etter oppnådd vekttap med injectable Wegovy og injectable Zepbound. Pasientene som bytta fra Wegovy til orfo beholdt hele vekttapet (more or less) mens de som bytta fra mer potente Zepbound gikk opp 5 kg.
Novo evner ikke å snakke om dette ennå. Skjønner ikke helt hvorfor, det er jo noe som “alle” vet allerede. Det er jo ikke en skitten hemmelighet. Men Novo kan spinne den ukentlige subkutant satte amylinanalogen Cagrillintide (altså “Cagri” i CagriSema") som vedlikehold, hvis de bare gidder. Fase III med bare cagrillintid er vel akkurat i gang, så neppe noe godkjenning umiddlerbart. Kommer ikke-peptid amylinpiller etter hvert også. Dealen er mindre bivirkninger enn inkretiner (glp1/gip/gcgr). Structure har akkurat starta en fase I trial med amylinpille nå, og setter i gang en til en i løpet av året.
Edit: Ah, du tenkte på pille i pipe som er lovende. Sry, nei NVO satser på nylagte egg for det meste. Gjør avtaler som potensielt kan resultere i medisiner, langt frem. Spørs hvilken markedsandel selskapet har når dealene med feks Septerna, Lexicon, eller nå Vivtek muligens ender med et salgbart produkt. Hvis Novo hadde vært et fotballag så hadde selskapet hadd en snittalder på 35, og så et skikkelig bra “under 12”-program for å finne talenter. Hjelper så lite på kursen når alle kan se at selskapet spiller to tre ligaer ned før gutta fra G12 kan begynne å spille på A-laget.
Ser ikke ut til at det er håp om noen rekyl med det første.
Novo Nordisk announces more than 400 million euro expansion in its manufacturing facility in Athlone, Ireland
2026-03-02 10:00:00
Bagsværd, Denmark, 2 March 2026 – Novo Nordisk today announced an investment of 432 million euro (approx. DKK 3.2 billion) in its facility in Monksland, Athlone, Ireland. This tabletting facility will provide significant additional manufacturing capacity for current and future Novo Nordisk GLP-1 treatments.
The investment is a major strategic milestone for the company, which further reinforces Novo Nordisk’s long-term commitment to Ireland and global healthcare innovation. It provides Novo Nordisk with additional manufacturing capabilities for oral products, enhances supply, and allows Ireland to serve as a critical hub for servicing markets outside the US. The investment will support the upgrade and retrofit of the existing facility and enhance Novo Nordisk’s capacity to manufacture oral GLP-1s.
“With the investment in the Athlone facility, Novo Nordisk is expanding its production capacities for oral products, which will strengthen our ability to meet both current and future demand, outside the US,” added Kasper Bødker Mejlvang, EVP CMC & Product Supply, Novo Nordisk . “This investment, a historic milestone for Novo Nordisk in Ireland, marks our continued commitment to Ireland and our highly skilled employees in Athlone while allowing us to make a difference for millions of people living with serious chronic diseases.”
The plant’s existing 260 employees will focus on delivering the highest-quality oral treatments to patients in an efficient and environmentally sustainable way. The entire project at the site, covering 45 acres (18 hectares), will create up to 500 construction jobs. The construction projects, which have already begun, will be finalised gradually from the end of 2027 through 2028.
Kan Circio være interessant for Novo Nordisk?
Eli Lilly kjøpte nylig Orna Therapeutics, er Novo Nordisk interessert i dette området?
Flere bruksområder?
Målet er å finne ut om slankemedisinen har god effekt på pasientar med psykoselidingar. Om det fører til at dei kan takle behandlinga betre, og at det ikkje har negative effektar saman med antipsykotiske legemiddel.
Forskerne analyserte over 600.000 amerikanske veteraner med type 2-diabetes over tre år. De fant at GLP-1-medisiner reduserte risikoen for alkoholrelaterte lidelser med 18 prosent sammenlignet med andre diabetesmedisin, ifølge The Guardian.
Medisinene kuttet også risikoen for cannabis-avhengighet med 14 prosent, kokain med 20 prosent, nikotin med 20 prosent og opioider med 25 prosent.
For personer som allerede hadde rusproblemer, reduserte GLP-1-medisinene risikoen for overdose med 39 prosent og dødsfall med 50 prosent.
Kommer vel data fra et par små trials som Altimmune kjører med sin 1:1 glp-1/glukagon-agonist pemvidutide i løpet av året:
RESTORE study: A Phase 2 trial evaluating pemvidutide in patients with Alcohol-Associated Liver Disease (ALD), initiated in July 2025.
RECLAIM study: A Phase 2 trial evaluating pemvidutide in patients with Obesity and Alcohol Use Disorder (AUD), initiated in May 2025.
Så de sjekker om de drikker mindre, om de kan rette opp leverskader osv…
Skal bli interesant å se hva resultatene blir.
Kanskje alle i verden burde ta Wegovy pille, mirakel som kurerer alt😃
Begynner å bli helt Bergenbio dette, Novo bare kaster semaglutid på alt og håper det fungerer i noe.
Kanskje selskapet skulle konsentrere seg om å utvikle neste generasjon med drugs i stedet? 
Og da tenker jeg ikke på trekkfuglene de driver og satser på skal komme etter hvert, men snarere konkrete fugler på taket. Fugler som investorene kan se, og tenke at kanskje kan bli til fugler i hånden.
De kommer, er vel i fase 2 de som er mest spennende. Cagrisema, Wegovy 7,2 mg og pillen må dekke tomrommet (gap opp til Lilly) frem til bedre alternativer kommer på banen
Der kom bekreftelsen:
Hims & Hers Announces Strategic Shift for US Weight Loss Business
March 9, 2026
Starting with a new collaboration with Novo Nordisk, the company announced plans to align its US and global strategies with a focus on an increasing variety of FDA-approved GLP-1s
SAN FRANCISCO–(BUSINESS WIRE)-- Hims & Hers Health, Inc. (NYSE: HIMS) today announced a collaboration with Novo Nordisk as part of a new strategy for weight loss care treatments involving GLP-1s, evolving its US offering to match the company’s approach globally. In the US, the company now plans to provide GLP-1 customers with access to a broad assortment of FDA-approved medications and offer compounded semaglutide through the platform on a limited scale. By aligning its domestic and international models in weight loss, Hims & Hers will become the largest global consumer health platform for access to more affordable, approved medications.
The US weight loss landscape has transformed dramatically since Hims & Hers entered the market in 2023. Progress in the industry has made a broader range of FDA-approved GLP-1 treatments available at more affordable prices, with more flexible dosing options and greater diversity of form factors, accelerating customer demand for branded, FDA-approved medications.
As a part of this shift, the company will no longer advertise compounded GLP-1 offerings on its platform or in its marketing, and existing patients will have the opportunity to transition to FDA-approved medicines when determined clinically appropriate by their providers. For what is anticipated to be a limited set of customers whose clinical needs cannot be met using the increasingly varied set of commercially available FDA-approved GLP-1s, Hims & Hers plans to offer access to compounded GLP-1s if a provider determines that a compounded product is clinically necessary.
Hims & Hers has entered into an agreement with Novo Nordisk that will bring Ozempic® (semaglutide) 0.5 mg, 1 mg, and 2 mg injections and Wegovy® (semaglutide) pills and injections to the platform later this month, including 1.7 mg or 2.4 mg injections and 1.5 mg, 4 mg, 9 mg, and 25 mg tablets. Over the coming months, Hims & Hers will educate US weight loss customers on their options across an expanded assortment of FDA-approved treatments, and when providers determine it to be clinically appropriate, support a seamless transition to these medications. In the future, Hims & Hers and Novo Nordisk hope to collaborate to bring other products to market as they become available, further increasing the range of innovative treatments from which providers can choose on the platform.
“We see tremendous growth opportunities in the US with the expanding assortment of branded GLP-1 medications,” said Andrew Dudum, co-founder and CEO of Hims & Hers. “I’m excited to have a great partner in Novo Nordisk as we work to create a new model that works for everyday people. This collaboration reflects what’s possible globally when drugmakers, biotech companies, and diagnostic leaders partner with consumer platforms to support scaled distribution of their latest medical innovations.”
Hims & Hers will continue to offer access to comprehensive support services alongside treatment, including direct access to providers, personalized nutrition guidance, and ongoing clinical check-ins.
Concurrent with this announcement, Novo Nordisk is dismissing its lawsuit against Hims & Hers without prejudice.
Drøyt at de forsatt får lov å selge compounded semaglutide:
" offer compounded semaglutide through the platform on a limited scale."
Litt morsomt å se forskjellen i pressemeldingene fra selskapene:
Novo Nordisk today announced it has reached an agreement with telehealth company Hims & Hers that will take effect later this month. Under the terms of the agreement, Hims & Hers will offer access to FDA-approved Ozempic® (semaglutide) injection 0.5 mg, 1 mg, and 2 mg and Wegovy® (semaglutide) tablets 1.5 mg, 4 mg, 9 mg, and 25 mg and injection 0.25 mg, 0.5 mg, 1 mg, 1.7 mg, and 2.4 mg, to US consumers at the same affordable self-pay prices as other telehealth platforms. We welcome Hims & Hers shifting their GLP-1 business model to focus on increasing access to affordable, branded FDA-approved medicines. Hims & Hers will no longer advertise compounded GLP-1 offerings on its platform or in its marketing, and existing patients will have the opportunity to transition to FDA-approved alternatives when clinically appropriate in consultation with a healthcare professional.
“This agreement with Hims & Hers is a meaningful win for patients in the United States. By expanding access through leading telehealth providers and digital care platforms, we are helping to connect more people with our FDA-approved medicines, which have been evaluated for safety and efficacy,” said Mike Doustdar, President and CEO of Novo Nordisk. “Wegovy® is not simply an obesity therapy. It is a clinically proven treatment that helps adults with obesity lose weight while also reducing the risk of cardiovascular events in patients who also have heart disease. That combination of powerful weight loss efficacy and proven risk reduction is what makes Wegovy® truly distinct. We all want better health. Our goal is simple: ensure that every patient who can benefit from our medicines has the opportunity to access them, wherever they choose to receive care.”
Patients using Hims & Hers will soon have access to the full range of FDA-approved semaglutide medicines, including the Wegovy® pill which delivers a magnitude of weight loss that no other oral GLP-1 obesity candidate has been able to duplicate in phase 3 trials. All doses of Ozempic® (injectable) and Wegovy® (injectable and pill) are broadly available nationwide for Americans across 70,000+ pharmacies, our own direct-to-consumer platform, NovoCare® Pharmacy, and select telehealth providers and digital platforms.
In OASIS 4, Wegovy® pill demonstrated an average weight loss of about 17% (16.6%), when used along with a reduced-calorie diet and exercise and if all patients stayed on treatment, compared to about 3% (2.7%) for placebo.*1 When looking at the efficacy regardless of if all patients stayed on treatment, an average weight loss of about 14% (13.6%) was achieved by people taking Wegovy® pill compared to about 2% (2.4%) for placebo.**1 Common adverse reactions were similar to those previously seen in clinical trials with Wegovy® (semaglutide) injection 2.4 mg, including nausea, diarrhea, and vomiting.1
Along with diet and exercise, Wegovy® pill is also indicated to reduce the risk of major adverse cardiovascular events (MACE) such as death, heart attack, or stroke in adults with overweight or obesity and established cardiovascular disease.
Ozempic® is approved for adults with type 2 diabetes along with diet and exercise to improve blood sugar control and to reduce the risk of MACE such as heart attack, stroke, or death in adults with type 2 diabetes with known heart disease.
In light of this agreement, Novo Nordisk is dismissing our patent infringement lawsuit against Hims & Hers while reserving the right to refile in the future.
