{"id":68085,"date":"2025-06-23T10:05:02","date_gmt":"2025-06-23T08:05:02","guid":{"rendered":"https:\/\/www.nordnet.dk\/blog\/?p=68085"},"modified":"2026-03-11T15:43:56","modified_gmt":"2026-03-11T14:43:56","slug":"novo-nordisk-staerke-data-kan-vende-stemningen","status":"publish","type":"post","link":"https:\/\/www.nordnet.dk\/blog\/novo-nordisk-staerke-data-kan-vende-stemningen\/","title":{"rendered":"Novo Nordisk: St\u00e6rke data kan vende stemningen, men sker det gradvist?"},"content":{"rendered":"\n

Novo Nordisk<\/a> har p\u00e5 ADA-konferencen i Chicago fremlagt en stribe overbevisende datas\u00e6t. Over tid er det sandsynligt, at investorerne igen vil se Novo Nordisk som en meget st\u00e6rk akt\u00f8r inden for v\u00e6gttabsmedicin, men Rom blev ikke bygget p\u00e5 en dag, og genopbygningen af investortilliden kan tage tid.<\/strong><\/p>\n\n\n\n

Novo Nordisk har i Chicago pr\u00e6senteret bl.a. tre studier med nye og opf\u00f8lgende data, som samlet viser en bredt funderet og st\u00e6rk position inden for v\u00e6gttabsmedicin:<\/p>\n\n\n\n

\n

Wegovy step up studiet, hvor dosering blev \u00f8get fra fra 2,4 – 7,2 Milligram.<\/strong><\/h2>\n\n\n\n
    \n
  • Gennemsnitligt v\u00e6gttab p\u00e5 20,7 %<\/li>\n\n\n\n
  • \u2153 oplevede et v\u00e6gttab p\u00e5 mere end 25 %<\/li>\n\n\n\n
  • Halvdenen af fors\u00f8get oplevede et v\u00e6gttab p\u00e5 mere end 20 %<\/li>\n<\/ul>\n\n\n\n

    Det vil investorerne fokusere mest p\u00e5: God effekt af stigende dosering.<\/p>\n<\/div><\/div>\n\n\n\n

    <\/p>\n\n\n\n

    Amycretin – GLP1\/Amylin – Data over 36 uger<\/strong><\/h2>\n\n\n\n
    V\u00e6gttab<\/td>Dosis<\/td>Varighed<\/td><\/tr>
    24%<\/td>60 milligram<\/td>36 uger<\/td><\/tr>
    22,2%<\/td>20 milligram<\/td>36 uger<\/td><\/tr>
    16,2%<\/td>5 milligram <\/td>28 uger<\/td><\/tr>
    9,7%<\/td>1,25 milligram <\/td>20 uger<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n
      \n
    • Mindre doseringeffekt<\/li>\n\n\n\n
    • Formentlig en st\u00f8rre \u201cvarighedseffekt\u201d<\/li>\n\n\n\n
    • Varighed i forhold til doseringseffekt er formentlig godt for bivirkningsprofilen<\/li>\n<\/ul>\n\n\n\n

      Det vil investorerne fokusere mest p\u00e5: En god varighedseffekt og imponerende v\u00e6gttab p\u00e5 24 % ved h\u00f8jeste dosering p\u00e5 36 uger.<\/p>\n\n\n\n

      CagriSema – opf\u00f8lgende studie – Redifine 1<\/strong><\/h2>\n\n\n\n
      Oplevet v\u00e6gttab<\/td>Antal<\/td><\/tr>
      Mere end 5%<\/td>97,6%<\/td><\/tr>
      Mere end 20%<\/td>60,2%<\/td><\/tr>
      Mere end 25%<\/td>40,4%<\/td><\/tr>
      Mere end 30%<\/td>23,1% <\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

      Det vil investorerne fokusere mest p\u00e5: Imponerende v\u00e6gttab p\u00e5 25 % eller mere for 40,4 % af deltagerne. Testresultaterne viser den reelle styrke i CagriSema.<\/p>\n\n\n\n

      St\u00e6rke resultater, men ting tager tid<\/h2>\n\n\n\n

      Novo Nordisk har pr\u00e6senteret st\u00e6rke data i Chicago. Is\u00e6r Amycretin imponerer med et betydeligt v\u00e6gttab over 36 uger. Nye data fra Wegovy, Amycretin og CagriSema viser, at der b\u00e5de kan v\u00e6re en doserings-, varigheds- og \u201cadministrationseffekt\u201d, n\u00e5r det kommer til det mulige v\u00e6gttab.<\/p>\n\n\n\n

      Konkurrencen med Eli Lilly intensiveres<\/strong><\/h2>\n\n\n\n

      Novo Nordisk har leveret tre st\u00e6rke datas\u00e6t. P\u00e5 samme m\u00e5de er der ogs\u00e5 andre virksomheder, som freml\u00e6gger st\u00e6rke tal. Eli Lilly er aktive b\u00e5de med deres amylinanalog Eloralintid, men ogs\u00e5 med deres GLP-1, Orforglipron, i pilleform. Kampen om at have de bedste data er h\u00e5rd.<\/p>\n\n\n\n

      Novo Nordisk f\u00f8rst med Wegovy-tablet<\/h2>\n\n\n\n

      Uanset den endelige bed\u00f8mmelse rokker data ikke ved, at Novo Nordisk kommer f\u00f8rst p\u00e5 markedet med sin tablet. Det er et par m\u00e5neder siden, at Novo Nordisk bekr\u00e6ftede, at de havde indsendt deres ans\u00f8gning til FDA, hvorimod Eli Lilly stadig mangler at indsende deres.<\/p>\n\n\n\n

      Det handler om styrke i bredde og dybde<\/h2>\n\n\n\n

      Rom blev ikke bygget p\u00e5 en dag, og p\u00e5 samme m\u00e5de kan Novo Nordisk p\u00e5 kort sigt n\u00e6ppe overbevise investorerne om, at de med sikkerhed har generobret scenen som det dominerende selskab inden for v\u00e6gttab, som det selskab med det st\u00e6rkeste bagkatalog (positive sideeffekter) og bredt repr\u00e6senteret inden for GLP, Amylin og kombinationsprodukter. Men freml\u00e6ggelsen i weekenden b\u00f8r have gjort indtryk p\u00e5 investorerne.<\/p>\n\n\n\n

      Ovenst\u00e5ende er ikke en anbefaling til at k\u00f8be eller s\u00e6lge v\u00e6rdipapirer<\/em>.Dette blogindl\u00e6g er udarbejdet til informationsform\u00e5l. Blogindl\u00e6gget udg\u00f8r s\u00e5ledes ikke investeringsm\u00e6ssig eller anden r\u00e5dgivning. Historisk afkast er ingen garanti for fremtidigt afkast. Finansielle instrumenter kan b\u00e5de stige og falde i v\u00e6rdi. Der er en risiko for, at du ikke f\u00e5r de investerede penge tilbage.<\/em><\/p>\n\n\n\n

      <\/p>\n","protected":false},"excerpt":{"rendered":"

      Novo Nordisk har p\u00e5 ADA-konferencen i Chicago fremlagt en stribe overbevisende datas\u00e6t. Over tid er det sandsynligt, at investorerne igen vil se Novo Nordisk som en meget st\u00e6rk akt\u00f8r inden for v\u00e6gttabsmedicin, men Rom blev ikke bygget p\u00e5 en dag, og genopbygningen af investortilliden kan tage tid. Novo Nordisk har i Chicago pr\u00e6senteret bl.a. tre […]<\/p>\n","protected":false},"author":40015,"featured_media":64595,"comment_status":"open","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"ghostkit_customizer_options":"","ghostkit_custom_css":"","ghostkit_custom_js_head":"","ghostkit_custom_js_foot":"","ghostkit_typography":"","_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","footnotes":""},"categories":[1291],"tags":[1612],"class_list":["post-68085","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-analyse","tag-persunivers"],"acf":[],"all_images":{"thumbnail":{"src":"https:\/\/blog.nordnet.dk\/wp-content\/uploads\/sites\/4\/2025\/01\/Per-jann-150x54.jpg","width":150,"height":54,"crop":true,"srcset":"https:\/\/blog.nordnet.dk\/wp-content\/uploads\/sites\/4\/2025\/01\/Per-jann-150x54.jpg 150w, 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