Diskusjon Triggere Porteføljer Aksjonærlister

Novo Nordisk

Antyder også ofte at m&a targetet er mye mindre enn den som kjøper, neppe så overraskende for NOVO :stuck_out_tongue:

Novo Nordisk to showcase new data across its haemophilia portfolio at the ISTH Congress 2026, featuring investigational denecimig

  • FRONTIER4 data on investigational denecimig : Exploring efficacy and safety across dosing frequencies for pediatric, adolescent, and adult haemophilia A patients, with or without inhibitors
  • Explorer10 data on concizumab (Alhemo®): Details presented for pediatric haemophilia A or B patients (up to 11 years old), with inhibitors
  • Data underscores the breadth of Novo Nordisk’s haemophilia portfolio, building on Novo Nordisk’s legacy across rare blood disorders

Plainsboro, NJ and Bagsværd, Denmark, 26 June 2026 – Novo Nordisk today announced that new data will be presented at the upcoming International Society on Thrombosis and Haemostasis (ISTH) Congress, 11-15 July in Paris, France. The broad range of oral and poster presentations spans the Novo Nordisk haemophilia portfolio and is highlighted by multiple analyses of the phase 3 FRONTIER4 study evaluating the long-term efficacy and safety of investigational denecimig (Mim8) across a range of age groups and dosing frequencies, including once-monthly, once-every-two-weeks, and once-weekly prophylaxis. Additional insights from the portfolio will span clinical and real-world treatment data as well as patient-reported outcomes.

“Everyone’s experience with haemophilia is different, and we have a deep responsibility to meet the real-world needs of the community. For more than 45 years, we have listened to the lived experiences of patients, and we continue to advance scientific innovation to improve care,” said Martin Holst Lange, chief scientific officer and executive vice president, Research & Development at Novo Nordisk. “We are excited to share data across our portfolio, including for denecimig, as each of our studies accounts for that lived reality as we focus on advancing person-centric research that will help bring meaningful impact to the rare blood disorders community."

Additionally, data from the open-label phase 3 explorer10 study will be presented for the first time, evaluating the efficacy and safety of concizumab in children up to 11 years of age living with haemophilia A or B (HA/HB), with inhibitors. The use of concizumab in children below 12 years of age with haemophilia A or B, with or without inhibitors, is investigational and not approved by regulatory authorities or available anywhere in the world.

Summary of all presentations
Accepted data at the 34th ISTH Congress include the following poster and oral presentations. Additional information can be found on the ISTH website .

Full details of Novo Nordisk abstracts to be presented:

Investigational denecimig

    1. Oral presentation: Mim8 (denecimig) prophylaxis in adults and adolescents with haemophilia A with or without inhibitors: Interim results from the FRONTIER4 long-term safety and efficacy study
    2. Oral presentation: Mim8 (denecimig) prophylaxis in children with haemophilia A with or without inhibitors: Interim safety and efficacy results from the FRONTIER4 long-term extension study
    3. Poster presentation: Mim8 (denecimig) prophylaxis in adults, adolescents and children with haemophilia A with or without inhibitors: Interim patient-reported outcomes from the long-term extension study (FRONTIER4)
    4. Poster presentation: Denecimig (Mim8) restores thrombin generation into the normal range in people with haemophilia A: Post hoc analysis of the phase 3 FRONTIER2 and FRONTIER5 studies
    5. Poster presentation: Thrombin generation of haemophilia B-causing factor IX variants with non-factor therapies
    6. Poster presentation: Denecimig (Mim8) tiered dosing achieves consistent exposure and bleed control in phase 3 FRONTIER studies
    7. Poster presentation: A multinational, open-label study to investigate efficacy and safety of denecimig (Mim8) in adults with acquired haemophilia A: study enrolment 2026
    8. Poster presentation: Denecimig (Mim8) enhances in vitro thrombin generation in von Willebrand disease type 3 plasma
    9. Poster presentation: Effects of denecimig (Mim8) and tranexamic acid in an in vitro clot lysis assay
    10. Poster presentation: FVIIIa-mimetic bispecific antibody (Mim8) enhances thrombus formation of von Willebrand disease (VWD) under high shear flow condition
    11. Poster presentation: The coagulation potential in the copresence of Mim8 and warfarin

Concizumab (Alhemo®) injection

    1. Oral presentation: Concizumab prophylaxis in paediatric participants with haemophilia A/B with inhibitors in the phase 3 explorer10 study: Efficacy, safety and PK/PD results from the 32-week cut-off
  1. Poster presentation: Association of Concizumab with Tissue Factor Pathway Inhibitor (TFPI) within Platelets and the Extracellular Matrix (ECM)
  2. Poster presentation: Mechanism-based functional monitoring of concizumab focusing on coagulation initiation: from comprehensive global assays to TFPI-oriented assessment
  3. Poster presentation: The effect of anti-TFPI antibodies in a novel rapid automatable clotting assay measuring the activity of TFPI and in a thrombin generation assay

Pre-clinical data & general haemophilia

    1. Poster presentation: Evaluation of Physical Activity and Related Bleeds in Patients with Hemophilia in the US: A Real-World Microhealth App Study
    2. Poster presentation: Physicians’ Preferences in the Treatment of Hemophilia: A Discrete-Choice Experiment
    3. Poster presentation: Real-World Indirect Cost Burden and Patient-Reported Outcomes in Adults with Hemophilia A in the United States – A CHESS-US Analysis
1 Like

Noe som komplementerer egen pipe / kan brukes i kombo med egne produkter.

Kjøpet at Akero er f.eks et slikt. Novo fikk seg en langtidsvirkende FGF21-analog med tilsynelatende svært god effekt i leverfibrose. De tenker seff ikke å selge dette alene, men i kombo med en glp1, ev. en glp1/amylin-drug.

Akero-kjøpet er basicly bare Novo som sørger for at de har en FGF21-analog (efruxifermin) som er tilsynelatende er top of the class (Roche gjorde akkurat det samme da de kjøpte 89bio). For dem som husker skrota Novo også sitt eget FGF21-program (zalfermin) rett før kjøpet.

Men altså, efruxifermin er en laksetrapp. Fancy det, men Novo trenger en ny bil. Foreløbig er det en slags first mover, “alle er trygge på wegovy”-effekt, men før eller senere må Novo stikke fingeren i jorda og innse at basisdrugen som skal ligge under alle “bolt on”-produktene de ønsker å selge må være noe annet enn wegovy. Jeg fatter fortsatt ikke at Novo valgte å skrinlegge sitt eget glp1/gip (once weekly)-program, men det kan jo tenkes at Novos kandidat ikke matcha tirzepatide, eller noen av de andre kandidatene der ute (Vikings vk2735, eller Roches CT-388), hvem vet.

Så skal man finne ut hva Novo potensielt kan finne på å kjøpe, så er det jo bare å se hva de shelver selv. Eller hva hullene i pipen deres er. Spørsmålet er kanskje mest når ledelsen i Novo selv finner ut hva hullene er. Før eller senere blir walkman utdatert.

2 Likes

I ferd med å avgi kraftige kjøpssignaler

2 Likes