The data on the new dietary supplement CagriSema, successor to the current drug Semaglutide, disappointed investors.
Over a 68-week period, patients lost an average of 22,7 percent of their body weight. In comparison, the old drug Semaglutide achieved a weight loss of 14,9 percent on average under the same conditions.
The new drug is therefore significantly more effective, but the share price was still penalized by over 27% at its peak, as 25% weight loss expected was expected.
The problem is that CagriSema is just as good as the competing product from Eli Lilly but is significantly more complex in the production and therefore expensive.
Subjective opinion: However, the patents on the current drug do not expire until the 2030s and this drug has not been a complete failure. It will therefore put a slight strain on Novo Nordisk's margin due to competitive pressure, but does not justify such a sell-off. I therefore took advantage of this crash and bought some shares for €80, as Novo is still well positioned overall. Let's see where the further journey takes us!
