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25.02.26 - 18:48
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Eli Lilly Aktie: Warum Novos GLP-1-Schritt laut BofA wenig ändert (Aktiencheck)
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Charlotte (www.aktiencheck.de) - Eli Lilly-Aktienanalyse von BofA Securities:
Die Analysten von BofA Securities stufen die Aktie von Eli Lilly and Company (ISIN: US5324571083, WKN: 858560, Ticker-Symbol: LLY, NYSE-Symbol: LLY) weiterhin mit "buy" ein.
Die heutige Ankündigung von Novo Nordisk (NVO), die Listenpreise für GLP-1-Präparate zu senken, sorge zwar für eine aufmerksamkeitsstarke Schlagzeile, habe nach Einschätzung von BofA jedoch voraussichtlich keine wesentlichen Auswirkungen auf den US-Markt. [mehr]...
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24.02.26 - 18:06
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Novo Nordisk setzt Eli Lilly unter Druck (Der Aktionaer)
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Im frühen US-Handel zählen die Anteilscheine von Eli Lilly zu den schwächsten Titeln. Denn der dänische Rivale Novo Nordisk plant deutliche Preissenkungen für seine Blockbuster-Medikamente in den USA. Wie Führungskräfte dem Wall Street Journal mitteilten, sollen ab Januar 2027 die Preise für das Abnehmpräparat Wegovy und das Diabetesmittel Ozempic gesenkt werden....
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24.02.26 - 15:39
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Novo Nordisk Extends Slide After Announcing Price-Cuts For Blockbuster Obesity Drugs (ZeroHedge)
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Novo Nordisk Extends Slide After Announcing Price-Cuts For Blockbuster Obesity Drugs
Novo Nordisk shares in Copenhagen can't catch a bid. The liquidation is accelerating again after a Bloomberg headline on Tuesday morning: the Danish drugmaker will slash U.S. list prices for Wegovy and Ozempic next year. The move suggests that the new CEO is pursuing market share amid intensifying competition in the GLP-1 space.
Jamey Millar, Novo's head of U.S. operations, was quoted by Bloomberg as saying the company set a monthly price of $675 for its family of semaglutide drugs, a reduction of up to 50%. The new pricing regime is set to take effect on Jan. 1, 2027.
Millar said Novo had to announce the new cuts now to allow time to adjust ahead of next year's rollout.
Meanwhile, Zepbound, Eli Lilly's competing obesity drug, currently has a list price of around $1,086.
Bloomberg pointed out: "The price drop will apply to the wholesale acquisition cost, a published price that doesn't reflect the com...
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23.02.26 - 20:01
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Novo′s Latest Obesity Flop Prompts Investors to Call for a Pivot (Bloomberg)
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Novo Nordisk A/S's next-generation weight-loss drug CagriSema isn't even on the market yet, but the company's chief executive officer is already batting back suggestions that the drug is obsolete following the release of disappointing trial results on Monday. Among investors, news of CagriSema's poor showing against Eli Lilly & Co.'s Zepbound sparked calls for a radical shift....
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23.02.26 - 18:48
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Novo Next-Generation Obesity Shot Falls Short of Lilly Rival (Bloomberg)
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Novo Nordisk's next-generation obesity shot delivered less weight loss than Eli Lilly rival blockbuster in yet another blow to the Danish company's attempts to regain lost ground in the weight-loss market.
People treated with a standard dose of Novo's CagriSema in a trial achieved 20.2% weight loss after 84 weeks, compared with 23.6% for Lilly's tirzepatide. Sam Fazeli of Bloomberg Intelligence joins to discuss. He also breaks down how Merck is splitting its main pharmaceutical unit in two in an effort to better highlight the parts of the business that are growing, as it stares down a patent cliff for its best-selling cancer drug Keytruda. (Source: Bloomberg)...
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