
Eli Lilly
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150Novo Nordisk Consideration
$NOVO B (-0,09%) reached its ATH almost exactly one year ago. Since then, the shares have fallen by over 50%. What do you think, will $LLY (-0,06%) Novo Nordisk from the market or can you keep up?
I bought the stock at ~€56 and will hold, but it's starting to get annoying. Social media is full of it.
If you search for it, you can find lots of information and assessments here and on YouTube.
More info: California lawmakers want to cut Medicare coverage for GLP-1s
$NOVO B (-0,09%)
$HIMS (+0,8%)
$LLY (-0,06%)
$UNH (+0,71%)
- Lawmakers propose cutting Wegovy and Zepbound from Medicaid to reduce $12 billion deficit
- Would save $680 million annually through 2029 if passed
Source: Bloomberg Law
Novo Nordisk is under investigation by the Spanish Ministry of Health for possible illegal advertising of its hit drug Wegovy. The authorities believe that an online campaign related to Novo could be classified as indirect advertising for a prescription drug, which is prohibited. The website is now offline. Shares fell as much as 2.8% in Copenhagen on Wednesday. (via Bloomberg)


Long-term potential Hims & Hers
It is relatively simple, $HIMS (+0,8%) should be judged as a rapidly growing telemedicine platform that enables healthcare delivery in the most convenient and compelling way.
$HIMS (+0,8%) GLP1 was already growing strongly before GLP1 and will, in my opinion, continue to develop and expand as one of the largest and leading telemedicine platforms.
A platform and brand designed to provide affordable access to medical care and products.
A personalized medical companion with tailored treatments for every need.
A vertically integrated, AI-powered platform with in-house compounding and testing.
You should tune out the short-term noise and wear noise protection if necessary 😁, the long-term potential and adoption of the platform and products is undeniable.
This graphic illustrates this very well:

Health sector - What do you think?
$XDWH (-0,02%)
$IUHC (+0,14%)
$WHEA (-0,07%)
$WHCS (-0,08%)
$WELS (+0,13%)
$LLY (-0,06%)
$NOVO B (-0,09%)
$RNN519 (-0,34%)
I would be interested in your opinion on the healthcare sector ? I am currently toying with the idea of parking my cash in the $XDWH (-0,02%) in the health care sector. I believe that the healthcare sector has some catching up to do and if the stock market becomes more volatile, I think the healthcare sector will benefit. Even if it is perhaps only a short-term position, I expect a higher return here than on the call money account. I like the idea, especially as the market for slimming products should continue to grow strongly and $LLY (-0,06%) ubd $NOVO B (-0,09%) will benefit from this as a dominant player.




I also see a need to catch up here.
There are some pearls in the sector in particular that can benefit enormously from AI research.
If you don't want to go pearl hunting, an ETF is of course an alternative.
Hims: New partnership?
I'm curious, maybe we'll see a new partnership with $LLY (-0,06%) the long term, but this could also take time, due to the warning, so to speak, that the $HIMS (+0,8%) sales strategy has negative effects on patients... The change of CEO could also lead in a different direction, so that they try it alone:

Healthcare stocks lag the S&P 500 by the most in 25 years...

New weekly update with 2 purchases.
Bought Johnson&Johnson
Bought 4 shares of Johnson&Johnson $JNJ (-0,56%) today at an average price of $153,52 including transaction costs.
I currently own 22 shares. This gives me an annual dividend of approximately €101 per year.
This was bought with the money on Etoro received from sold shares and received dividends, I still have to spend the weekly €250
#dividend
#dividends
#dividende
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Even more pressure for Novo ?
$NOVO B (-0,09%)
$LLY (-0,06%)
$NOVO B (-0,09%)
Eli Lilly $LLY (-0,06%) will supply its two strongest doses of Zepbound (12.5 mg and 15 mg) directly to self-pay patients via LillyDirect from the beginning of August. Each dose will cost $499 per month or less, regardless of health insurance coverage. Physicians can prescribe the higher doses starting July 7.
Novo Nordisk vergisst Patentverlängerung in Kanada 🤣
Novo Nordisk hat vergessen, das Patent für Semaglutid in Kanada zu erneuern, was bedeutet, dass das generische Ozempic im Jahr 2026 verfügbar sein wird.
Novo Nordisk hat das Patent für Semaglutid, den Wirkstoff von Ozempic, in Kanada aufgrund einer ausstehenden Gebühr von 450 US-Dollar nicht verlängert. Dies ermöglicht den Verkauf von Generika ab 2026 und dürfte die Kosten für Patienten mit Diabetes oder Übergewicht senken. Dies könnte zwar den Zugang verbessern, aber den Umsatz von Novo Nordisk verringern.
https://www.science.org/content/blog-post/novo-nordisk-s-canadian-mistake
Saynor: Canada, we filed and are waiting for approval once the data exclusivity expires sometime in Q1 next year. Interesting market. Novo never filed a patent in Canada. Never know why. I’m sure someone’s lost their job, but never mind. It’s the second-largest semaglutide market in the world. 😂
This change is specific to Canada for now—patents for semaglutide in the US and Europe last until the early 2030s, so generics won’t show up there for several more years.
Novo Nordisk's annual report contains an interesting footnote on its key drug, Ozempic, which last year accounted for $19 billion of sales worldwide.
"For Ozempic in Canada, regulatory data protection applies until 2026," says the report from Novo Nordisk (DK:NOVO.B) (NVO), which last week reclaimed the mantle of being Europe's largest company by market capitalization.
Why that's the case was brought to light in a column in the publication Science, which picked up on an interview with the head of generics drug maker Sandoz (CH:SDZ), which has filed to make a generic version. (Hikma Pharmaceuticals (UK:HIK) and Aspen Pharmaceuticals (ZA:APN) are also doing so.)
The reason Novo Nordisk is losing patent protection is because it wouldn't pay a couple hundred bucks.
In 2019, the Canadian patent office sent a letter saying it hadn't received Novo Nordisk's annual $250 maintenance fee on time, but the company could maintain the patent by paying a total of $450.
"Once a patent has lapsed, it cannot be revived," the letter on May 1, 2019, warned. And that was the last of the correspondence on the Canadian patent for semaglutide, the medication in Ozempic.
How much of a loss is that? The Globe and Mail, citing data from Iqvia, said total sales of Ozempic were $2.5 billion through retail pharmacies last year, making it the number-one drug in Canada.
The real interesting footnote to the footnote comes in a discussion on whether a Canadian Ozempic generic could qualify for U.S. use under what's called the Section 804 importation program. Florida so far is the only state that so far has dialogue with the Food and Drug Administration about launching such a program.


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