$NVO (+5,14 %)

🔹 Q4 Revenue: DKK 85.68B (Est. DKK 80.29B) 🟢

🔹 Q4 Wegovy Sales: DKK 19.9B; More than doubled YoY

🔹 FY Revenue: DKK 290.40B (Est. DKK 285.57B) 🟢; UP +25% YoY

🔹 FY EBIT: DKK 128.34B (Est. DKK 125.96B) 🟢

Regional Breakdown:

🔹 North America Revenue: UP +30% YoY

🔹 International Operations Revenue: UP +17% YoY

Q4 Operating Metrics:

🔹 Operating Profit: DKK 36.7B (Est. DKK 33.6B) 🟢; UP +37% YoY

FY'25 Outlook:

🔹 Sales Growth: 16%-24% at CER

🔹 Operating Profit Growth: 19%-27% at CER

🔹 Sales and profit growth in DKK expected to be 3pp and 5pp higher than CER

Operational & Strategic Updates:

🔸 Completed acquisition of three Catalent manufacturing sites

🔸 R&D Progress: CagriSema and Semaglutide trials show superior weight loss efficacy

🔸 Dividend: Board to propose DKK 7.90/share final dividend (Total 2024 dividend: DKK 11.40/share, UP +21% YoY)

CEO Lars Fruergaard Jørgensen's Commentary:

🔸 "Strong 2024 performance with 26% sales growth, benefiting over 45M people globally. Focus remains on commercial execution, expanding R&D pipeline, and scaling production capacity in 2025."

Coming in strong with this on the basis that I previously held zero Med and i have seen some regulars mention it a lot.

Intention, hope for good earnings report and dump at 10k or more.

Am I stupid? Honestly question i ask every day.

Thumbs up = good

Sos = not good

$NOVO B (+5,32 %)
$NVO (+5,14 %)

Novo Nordisk has announced positive results from its phase 1b/2a trial for amycretin, a novel GLP-1 and amylin receptor agonist designed for once-weekly subcutaneous use. The trial, involving 125 participants with overweight or obesity, demonstrated significant weight loss potential over 36 weeks:

- 9.7% weight loss at 1.25 mg (20 weeks)

- 16.2% weight loss at 5 mg (28 weeks)

- 22.0% weight loss at 20 mg (36 weeks)

- Placebo groups experienced weight gains of up to 2.3%.

The treatment showed a safety profile consistent with incretin-based therapies, with most adverse events being mild to moderate gastrointestinal issues.

Encouraged by these findings, Novo Nordisk plans to advance amycretin's clinical development for obesity and type 2 diabetes treatment.

$NVO (+5,14 %)
$LLY (+0,32 %)

Achieved its primary endpoint by demonstrating a statistically significant and superior weight loss at week 68 with CagriSema versus placebo; CagriSema achieved a superior weight loss of 22.7% after 68 weeks compared to a reduction of 11.8% with cagrilintide 2.4 mg

$LLY long on this?

📈🇩🇰 Denmark lifts GDP outlook, fueled by Novo Nordisk's success

Tickers of interest: $NVO (+5,14 %)

Denmark revised its 2024 GDP growth forecast to 3.0%, up from 1.9%, citing strong contributions from the booming pharmaceutical sector, led by Novo Nordisk.

The company, known for its weight loss and diabetes treatments, has driven significant employment and export growth, accounting for one-fifth of recent job gains.

GDP growth for 2025 is projected at 2.9%, with a moderation to 1.7% expected in 2026 as the economy diversifies further.