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The daily wire on therapeutic peptides. Regulatory, research, compounding and the incretin race, condensed.

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Novo Nordisk opens Capital Markets Day with semaglutide at 75% of sales

Morgan Stanley estimates semaglutide will generate three-quarters of 2026 revenue, leaving the pipeline central to the company's valuation.

TR
By Tom Reyes · Markets Editor
Sep 20 09:16 ETSource: ts2.tech

The wire

  1. 01Novo Nordisk opens its London Capital Markets Day Monday after reporting DKK 78.49 billion adjusted Q2 sales, up 7% at constant rates, with adjusted operating profit up 11% to DKK 33.39 billion.
  2. 02August guidance still allows adjusted sales and operating profit to fall 6% at constant rates, and management said lower realised prices diluted 16% obesity-care volume growth.
  3. 03The company reported 265,000 weekly US Wegovy pill prescriptions as of July 17; third-quarter results follow November 4, and analyst targets span $40 to $73.50.

From the source

Novo Nordisk Stock at $43.24 Faces a Semaglutide Strategy Test

Novo Nordisk A/S (NYSE:NVO; CPH:NOVO-B) will open its Capital Markets Day in London on Monday. Its U.S. shares closed Friday at $43.24, up 0.12%.

Read at ts2.tech