Doustdar om Novo’s pipeline, Wegovy pillen utvider markedet og medicare:
Noen oppdaterte slides om GLP-1 fra Goldman Sachs:
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“Watch out above” 
Novo Nordisk: Wegovy® pill (semaglutide tablets) becomes first daily GLP-1 weight-loss pill approved in the UK
2026-06-11 17:03:13
- Approval is based on results from the OASIS 4 trial, which investigated semaglutide tablets 25 mg in adults living with obesity and overweight versus placebo in addition to diet and exercise
- Semaglutide tablets will be available as a once-daily treatment, an alternative to weekly injections for adults living with obesity or overweight with a weight-related condition, alongside diet and exercise
- After this approval from the UK’s Medicines and Healthcare products Regulatory Agency (MHRA), Novo Nordisk anticipates Wegovy® pill will be available via private prescription within weeks
Bagsværd, Denmark, 11 June 2026 – Wegovy® pill, the new daily weight management tablet, has been approved in the UK as an adjunct to a reduced-calorie diet and increased physical activity, offering a first-of-its-kind alternative to injectable treatments for adults.
The UK’s Medicines and Healthcare products Regulatory Agency (MHRA) has approved Wegovy® pill (semaglutide tablets), an oral glucagon-like peptide-1 (GLP-1) receptor agonist licensed for weight management in adults living with obesity (initial Body Mass Index (BMI) ≥30 kg/m2), or overweight (BMI ≥27 kg/m2 to <30 kg/m2), with at least one weight-related condition.
The MHRA approval is based on data from the OASIS 4 phase 3 clinical trial. When evaluating the effect of treatment regardless of adherence, adults with obesity receiving semaglutide tablets 25 mg achieved ~14% (13.6%) weight loss vs ~2% (2.4%) with placebo after 64 weeks, in addition to lifestyle modifications. Results showed that if all participants adhered to treatment, semaglutide 25 mg achieved weight loss of ~17% (16.6%) vs ~3% (2.7%) placebo after 64 weeks.
The study evaluated semaglutide tablets 25 mg in 307 adults with obesity or overweight with at least one weight-related condition, without diabetes. In the study, the most commonly reported side effects were gastrointestinal, including nausea, vomiting and diarrhoea, reported by 74.0% participants in the oral semaglutide group and by 42.2% in the placebo group, respectively. These side effects were generally mild to moderate and transient. In OASIS 4, adverse events leading to treatment discontinuation occurred in ~7% (6.9%) of participants receiving oral semaglutide, which is consistent with rates observed in trials of injectable semaglutide.
“This marks an important milestone for obesity care in the UK,” said Sebnem Avsar Tuna, general manager at Novo Nordisk UK. “For the first time, people living with obesity have access to a GLP-1 treatment in a daily pill, allowing them the choice and flexibility of oral treatment to support their long-term weight management.”
Professor Naveed Sattar, Professor of Cardiometabolic Medicine at the School of Cardiovascular & Metabolic Health at the University of Glasgow, said: "The approval of the once-daily oral form of Wegovy® (semaglutide) is welcome news for people living with obesity, particularly those who would prefer not to use injections. Expanding the range of effective treatments is important in helping people sustainably reduce caloric intakes within an increasingly obesogenic environment. With obesity rates in the UK now at very high levels, and associated with substantial multimorbidity, additional treatment options for sustained weight loss are greatly needed.”
“This is a landmark approval, making the UK the first country in Europe to approve Wegovy® pill,” said Emil Kongshøj Larsen, executive vice president, International Operations, Novo Nordisk. “Today, around 15 million people in the UK are living with obesity, yet only a small proportion of them have access to treatment, and we hope this approval supports increasing access to obesity care in the UK. With the introduction of this option for weight management, we have an opportunity to support many more eligible patients. Most importantly, this gives patients another option — one that may fit their lives and help them reach their health goals.”
Novo Nordisk has previously announced plans to launch Wegovy® pill in select markets in the second half of 2026. The MHRA is the third regulatory authority to license the medicine, after the U.S. Food and Drug Administration (FDA) and the United Arab Emirates, Emirates Drug Establishment (EDE).
Novo Nordisk A/S: IT Security incident at Novo Nordisk
2026-06-11 17:30:50
Bagsværd, Denmark, 11 June 2026 – Novo Nordisk A/S has identified an IT security incident involving unauthorised access to a limited number of internal IT systems. Upon learning of the incident, we launched an investigation with the assistance of external cybersecurity experts, and we are in contact with the relevant authorities.
As part of our response, multiple security measures have been taken, including temporarily taking certain internal IT systems offline to protect our environment. We are working to bring the affected systems back online in a controlled and safe manner; however, we acknowledge this process takes time.
Our core business operations are not impacted and remain up and running.
While our investigation and response are ongoing, we have discovered that certain non-public data, including personal data, were copied externally without authorisation. We are informing the impacted parties as appropriate.
Protecting the security and integrity of our systems and delivering reliable products and support to patients remain our highest priorities
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Kan se ut som det var FulcumSec som stod bak. Krevde 25 millioner av Novo.
Litt mer hva de fikk tak i av info (i tillegg til anonymisert pasientinfo):
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Fase 3 i Kina med UBT251 har snart også har oppstart, ser for meg ut som litt mer normale kriterier her
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Nanexa VD fremdeles påståelig på at de er i positive samtaler med et stort bolag. Kan vel være Novo? Nanexa Småprat - #170 av Pk2k
Kan også være Roche, som begynner å få en fin obesity+ pipe hvor nesten alle – unntatt CT996 (forvirrende nok døpt “acmopatide”) small molecule oral drugen deres som er i tidligfase fortsatt – har ukentlig subkutan dosering. Ser ut som management der prøver å treffe ganske bredt med tilnærmingen sin, og da vil lenger doseringsintervall også være et mål for dem.
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Blir spennende å se tall på Foundayo i morgen og om økt reklame har spilt inn, de nå smått startet ut mot forbrukere og vil kjøre maks fra Q3
Der var fremgang at spore i recepttallene for Novo Nordisks Wegovy-pille i USA i sidste uge, hvor også konkurrenten Eli Lillys vægttabspille, Foundayo, gik en smule frem. Det viser recepttal fra Symphony Health Solutions via Bloomberg.
Det totale antal indløste recepter på Novos Wegovy-pille steg til 119.227 i uge 24 fra 116.902 i uge 23.
Det er det højeste niveau siden lanceringen af pillen i USA 5. januar.
Recepttallene omfatter ikke recepter indløst på online-apoteker eller via sundhedsplatforme eller Novos eget onlineapotek Novocare med salg direkte til forbrugerne.
Og der er et ret stort skyggetal, som ikke fremgår af opgørelsen.
Novo Nordisk oplyste tidligere i juni, at Wegovy-pillen fem måneder efter lanceringen havde rundet tre millioner recepter på det amerikanske marked.
Det markerer “en af de stærkeste amerikanske lægemiddellanceringer målt på volumen nogensinde”, skrev Novo Nordisk dengang i en pressemeddelelse.
Rivalen Eli Lillys nye vægttabspille, Foundayo, nåede 4660 recepter i sidste uge mod 3758 ugen før ifølge opgørelsen fra Symphony Health Solution.
Kanskje litt tidlig å se noen resultater fra økt reklame for Foundayo
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Tror ikke man skal undervurdere at Foundayo kommer til å trenger litt lenger tid for å komme ut av startblokkene.
Oral wegovy er tross alt bare et kjent og kjært vekttapsmiddel i pilleform.
Foundayo er noe helt nytt.
Tror mange potensielle brukere / kunder er avventende.
Kan være det kommer en snøballeffekt etterhvert, når midlet blir mer etablert.
Jeg tror imidlertid det først løsner for LLY når de kjører prisen (litt til endel) ned.
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Ser noen analytikere smått begynner å snakke om at Novo muligens igjen kan heve guiding ved neste kvartalsrapport. Skal vel ikke se bort ifra det med såpass gode Oral Wegvoy tall + at de hinter til at Wegvoy HD har hatt en bra start
Det som mest sannsynlig vil tynge litt på sikt er Foundayo og Tirz inne igjen hos CVS
Her er hva de sa sist Q:
Michael Leuchten:
That links to the second question on guidance. Karsten, you haven’t changed the lower end of the range, when Q1 came in quite robustly. What, what’s the variables that doesn’t allow you to lift that lower-end double-digit decline for the rest of the year? Thank you.Karten Munk Knudsen:
I really don’t want to get into the quarters, same guidance this year as last year and even the year before on Ozempic U.S. price. As to guidance and where we are now, the important point on guidance and our thinking behind guidance here at Q1 is that now we’re three months down the road and we’ve seen a number of items actually partially playing our way in terms of the oral script trends. We’ve got the Wegovy high dose approved in U.S. We have decided to launch Wegovy tablet ex U.S. in a few select markets.Then we’ve gotten more info both on competition as well as LOE approvals in IO. Based on that, we’re more confident in our outlook. As a consequence, we parallel shifted both the sales and OP ranges by one percentage point. You should see that as increased confidence. Yes, I’m with you that the range is a notch wide, but you should take it as a signal of confidence that we lifted the range by one percentage point.
Capital Markets Day i slutten av september blir spennende
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Foundayo er ikke bedre på noenting, ser ingen gode grunner til at noen skulle velge den kontra Wegovy pillen. Eneste kan være pris som du sier, men da må den settes lavere enn Wegovy.
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Sier strekene at vi skal over 300 DKK? @WernerVonHaussenberg 
EDIT: du trenger ikke svare “Hips dont lie” @Savepig jeg bare kjører uno reverse av dialogen for 10 dager siden 
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Hips dont lie gjelder både oppover og nedover. 
Det er ikke før aksjen er over 310 det begynner å bli spennende andre veien, men det ser lovende ut!
Nå begynner det å bli spennende her!
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Se intervjuet med Jamey Miller hos Bloomberg her:
https://www.bloomberg.com/news/videos/2026-06-24/novo-nordisk-us-evp-on-wegovy-s-franchise-halo-effect-video
“Were open to opportunities, likely in the bolt-on category, delivering synergistic ajecenties the current Portfolio.”
På spørsmål ang M&A
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Ikke ofte man ser muligheter som Novo nå.
- Teknisk: Vakkert chart. Bryter ut multi-år nedtrend og cup&handle i kortere bilde.
-Fundamentalt: Konsensus har over lang tid vært at Novo kommer til å være den store taperen i slankemedisin-universet. Aksjen har blitt banket ned av både institusjonelle og retail. 67% ned fra toppen til dagens kurs, og da har den kommet en del opp fra bunnen. Når aksjen bankes såpass mye skal man følge med. Skal ikke mye endring i konsensus før man kan få hyggelige reprisinger når pendelen har svingt for langt i negativ retning. Den konsensus endringer skjer etter min mening nå. Flere institusjonelle har økt kursmål siste dagene/ukene, og senest for to dager siden kom Bloomberg Intelligence med estimat på $2B over konsensus for oral wegovy i 2030.
- Leger foretrekker Wegovy ovenfor Foundayo.
- Wegovy vil være først i markedet i UK og EU.
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- juli dekkes Wegovy av Medicare. Rapporter indikerer stor interesse etter Wegovy.
Jeg gikk tungt inn i Novo for to dager siden. Som alltid er finnes det skjær i sjøen, men jeg mener at risk/reward er gunstig nå. Blir spennende å se om både det tekniske og fundamentale følger opp den positive trenden.
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Noen som skjønner hva bolt on - category M&A betyr?