Sageli hakkab hind tõusma ootuste põhjal juba enne seda kui fundamentaalide reaalne taastumine jätte jõuab, st. aktsiaturg on tulevikku vaatav.
Täna: Eli Lilly (LLY) said its next generation weight-loss drug retatrutide helped people lose up to 28.7% of their body weight after more than a year of treatment, significantly more than what existing drugs can provide.
The positive outcome could help clear the path for a big-selling new product that allows Lilly to sustain its booming success in the weight-loss market
Nagu oodatud oli siis oraalsel kujul Wegovy sai FDA poolt aktsepteeritud.
Ootamatult kiirelt sai, alles esitasid taotluse.
Polnud siin kiirelt midagi, veebruaris esitasid, jõuludeks said.
https://seekingalpha.com/news/4495925-novo-nordisks-wegovy-pill-delivers-166-weight-loss-in-people-with-obesity#hasComeFromMpArticle=false
Kogemata kukkusin eelmine nädal välja ja hopsti kolmapäeval sees tagasi.
Võrreldes eelmiste kukkumistega, nice looking rounding bottom.
PS üks pildike veel
Kasumihoiatus tuli ju ära!
Novo Nordisk A/S ([NVO] said its sales will drop this year as its blockbusters Ozempic and Wegovy face ever-tougher competition and the company gets hit by the US government’s push to cut drug prices.
Sales at constant exchange rates will probably fall by 5% to 13%, the Danish drugmaker said in an early release of its outlook. Analysts expected a decline of 1.4%.
Aga mida tegid kaasosalised ja turg siis kui Trump teatas, et ravimifirmad langetavad hindu ja hakkavad ravimeid läbi tema platvormi müüma! Kõik olid ju vaimustuses.
Mõni üksik analüütik suutis kaineks jääda, et oot oot see peaks ju langetama oluliselt tulusid.
Wegovy® pill was launched on 5 January 2026, and as of 23 January, total weekly prescriptions amounted to around 50,000.
Outlook
Adjusted sales growth for 2026, which excludes revenue from the reversal of 340B provisions, is expected to be -5 to -13% at CER.
Adjusted operating profit growth is expected to be -5 to -13% at CER
Both adjusted sales and adjusted operating profit growth exclude positive impacts from the reversal of provision related to the 340B Drug Pricing Program. In 2025, USD 400 million has been excluded, and in 2026 USD 4.2 billion has been excluded.
On a non-adjusted basis, the mid-point of sales and operating profit growth guidance for 2026, both at CER, would be -1% and 11%, respectively.
https://ml-eu.globenewswire.com/Resource/Download/7c7c1d6f-42c0-4e8f-821c-93ff9a0858c0
Eli Lilly Weight-Loss Pill On Track for US Approval in Second Quarter
https://www.bloomberg.com/news/videos/2026-01-12/eli-lilly-cfo-on-1-billion-ai-drug-lab-investment


