Long-term top-line market forecasts for Novo Nordisk are heavily reliant on its GLP-1 portfolio's potential - so pricing uncertainties, especially in the US, can unnerve sentiment, as seen when it reported Q2 results.
Novo Nordisk AS saw its share price wobble this week amid worries the world's biggest maker of insulin is being badly squeezed by pricing pressures in the US market where half its sales are generated, and uncertainty over the uptake and pricing of its all-important GLP-1 products for fighting diabetes and obesity on which its future growth depends.
The Danish group on Aug 8 reported mixed second-quarter results that saw sales rise just 2% at constant exchange rates,...
The Swiss pharma company is rebalancing the portfolio, emphasizing best-in-class drugs and moving into new areas like cardiovascular and metabolic disease.
In this week's episode: Trump’s UK drug pricing win; Novo explains semaglutide Alzheimer's rationale; J&J and Novartis on this year’s biggest M&A deals; a look at the mixed performance of CAR-Ts; and Akeso’s goals beyond ivonescimab.
Pipelines in bioconjugates continue to develop, from ADCs to XDCs, with radionuclide drug conjugates (RDCs) and antibody-oligonucleotide conjugates (AOCs) leading the expansion.
Lilly's first Phase III triplet win opens the door to a label expansion in BTK-pretreated CLL, with analysts suggesting Jaypica could attain blockbuster status. However, the window to capitalize may be brief as next-generation BTK degraders close in with head-to-head trials.
Mounjaro, Eliquis, and Darzalex buck the Q1 trend to make gains
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