Bad news tends to come in bunches, and that's certainly been the case for Novo Nordisk A/S ( NVO ). As investors, we can try to anticipate the news flow, but without a crystal ball, the bestMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance writer and contributor to Matr ...

Bad news tends to come in bunches, and that's certainly been the case for Novo Nordisk A/S ( NVO ). As investors, we can try to anticipate the news flow, but without a crystal ball, the bestMy approach is long-term and I focus on investing in macro ideas through low risk ETFs and CEFs. I have traded stocks and currencies for nearly ten years and currently run a family fund with my partner and fellow SA contributor Andrew McElroy. I also invest in real estate and am a freelance writer and contributor to Matr ...

The race to offer cheaper weight loss drugs is running into some legal limits. Telehealth company Hims & Hers announced a cheaper version of Novo's Wegovy weight-loss pill at the beginning of February. Now it would cost $49 to start, which is far less than the $149 Novo sells the branded pill for.But it pulled the drug after legal and regulatory risks escalated. Now, legally, they're allowed to create a compounded version of a drug if they are saying they're adjusting the formula for "personalized purposes. ...

The crazy volatility in the obesity drugs market is becoming a spectacle to behold. As Novo Nordisk A/S ( NVO ) ( NONOF ) faces off against archrivals coming for its treasured market share, it isJR Research is an opportunistic investor. I was recognized by TipRanks as a Top Analyst, and also by Seeking Alpha as a "Top Analyst To Follow" for Technology, Software, and Internet, as well as for Growth and GARP. I identify attractive risk/reward opportunities supported by robust price action to potentially gener ...

Key Takeaways Novo Nordisk shares rose 3.6% after a rival halted compounded semaglutide sales.An FDA warning flagged safety and compliance issues for compounded semaglutide versus NVO's Wegovy.A patent lawsuit shows Novo Nordisk defending IP to protect pricing power and market share in obesity drugs.Shares of Novo Nordisk A/S (NVO) jumped 3.6% after Hims & Hers Health, Inc. (HIMS) announced it would halt sales of its compounded semaglutide pill, following an FDA warning and a patent lawsuit filed by NVO, a ...

Core Viewpoint - Novo Nordisk has initiated a U.S. patent lawsuit against Hims & Hers, targeting the sale of compounded versions of its weight-loss drug Wegovy, marking a significant escalation in its legal strategy against compounding pharmacies [1][2]. Legal Context - This lawsuit is Novo's first against a compounding pharmacy in the U.S. regarding Wegovy, coinciding with the FDA's announcement that the active ingredient semaglutide is no longer in short supply, which has lessened concerns about public backlash from patent enforcement [2][3]. - Hims & Hers recently launched a $49 compounded version of Wegovy but quickly retreated after the FDA indicated it would take action against the company [3]. Financial Implications - Hims & Hers has projected its total revenue to exceed $2.3 billion by 2025 and aims for $6.5 billion by 2030, indicating rapid growth in the telehealth sector [4]. Regulatory Environment - U.S. regulations permit compounding pharmacies to produce and sell brand-name medicines if they are in short supply, but without a shortage, compounding is generally allowed only for customized patient needs [5]. - The FDA had previously listed semaglutide as in short supply in 2022, which facilitated the rise of compounding, but declared the shortage over in February 2025 [6]. Previous Legal Actions - Novo Nordisk has previously filed lawsuits against smaller compounding pharmacies for selling unsafe or falsely advertised Wegovy "knockoffs," focusing on safety and trademark rights during the semaglutide shortage [7].

随着数百万美国人开始使用GLP-1类减重药，减重药厂商开始投入大量资金面向消费者进行直接的 营销。机构Bernstein分析数据显示，目前约有12%的美国人正在服用这类药物。 2026.02. 10 本文字数：878，阅读时长大约2分钟 作者 | 第一财经 钱童心 美国食品和药物管理局（FDA）日前向减重药司美格鲁肽厂商诺和诺德发出警告信，称该公司的口 服减重药电视广告带有误导性。 FDA的这封警告信正值减重药竞争加剧之际。诺和诺德、礼来等减重药厂商借今年的美国超级碗投 放了大量电视广告。 但诺和诺德称，FDA的最新警告不涉及超级碗广告，而是常规播放的关于司美格鲁肽口服减重药电 视广告。 去年年底，司美格鲁肽口服减重药获得美国FDA批准，成为全球首个获批上市的GLP-1类口服减重 药，早于竞争对手礼来。该药物于今年年初正式在美国上市销售，但尚未在中国上市销售。 在FDA的警告信中，监管机构认为，诺和诺德的电视广告误导性地暗示，与其他GLP-1类减重药相 比，司美股鲁肽口服减重药效果更佳。这种宣传违反了美国联邦食品、药品和化妆品法。FDA要求 诺和诺德立即采取行动解决这种违规行为，包括停止所有包含误导性信息的广 ...

FDA的这封警告信正值减重药竞争加剧之际。诺和诺德、礼来等减重药厂商借今年的美国超级碗投放了 大量电视广告。 美国食品和药物管理局（FDA）日前向减重药司美格鲁肽厂商诺和诺德发出警告信，称该公司的口服减 重药电视广告带有误导性。 FDA的这封警告信正值减重药竞争加剧之际。诺和诺德、礼来等减重药厂商借今年的美国超级碗投放了 大量电视广告。 但诺和诺德称，FDA的最新警告不涉及超级碗广告，而是常规播放的关于司美格鲁肽口服减重药电视广 告。 随着数百万美国人开始使用GLP-1类减重药，减重药厂商开始投入大量资金面向消费者进行直接的营 销。机构Bernstein分析数据显示，目前约有12%的美国人正在服用这类药物。 在FDA的警告信中，监管机构认为，诺和诺德的电视广告误导性地暗示，与其他GLP-1类减重药相比， 司美股鲁肽口服减重药效果更佳。这种宣传违反了美国联邦食品、药品和化妆品法。FDA要求诺和诺德 立即采取行动解决这种违规行为，包括停止所有包含误导性信息的广告。 FDA还指出，诺和诺德的广告暗示了司美格鲁肽减重药除了减重之外的益处，如情绪缓解、心理负担减 轻等，而这些好处尚未得到证明。 对此，诺和诺德回应称，将 ...

Some of the winners from that rush into AI drove the market higher on Monday. Chip companies rose, for example, with Nvidia up 2.4% and Broadcom up 3.3%. They were two of the strongest forces pushing the S&P 500 upward.Kroger climbed 3.9% after the grocer named a former Walmart executive as its new chief executive officer.Transocean reversed an early loss and rose 5.9% after the offshore drilling company said it would buy Valaris in an all-stock deal valued at $5.8 billion. Valaris leaped 34.3%.On the losi ...

据美国食品和药品监督管理局（FDA）称，丹麦制药公司诺和诺德为其口服减肥药投放的一则电视广告 涉及"虚假或误导性"宣传。 诺和诺德是司美格鲁肽（Semaglutide）的生产商，这款药物和礼来的替尔泊肽（Tirzepatide）均属于 GLP-1减肥药。 今年1月，口服版司美格鲁肽在美国获准上市，系全球首款进入市场的GLP-1类肥胖治疗口服药。诺和 诺德上周表示，目前已有超过17万名美国患者正在使用该药。 FDA要求诺和诺德立即采取行动纠正相关违规行为，其中可能包括停止所有含有误导性宣传内容的广告 投放。 诺和诺德周一发表声明确认已收到FDA的来信，并表示："我们高度重视所有监管方面的反馈，目前正 与FDA沟通，回应其对广告呈现方式所提出的关切。" 诺和诺德起诉Hims & Hers，寻求禁止仿制药并索赔 同样在周一，诺和诺德还对远程医疗公司Hims & Hers提起诉讼，要求法院禁止其大规模营销司美格鲁 肽口服药和注射剂的复方仿制版本，并寻求损害赔偿。 然而，FDA在2月5日致诺和诺德的一封信中指出，诺和诺德为这款药物投放的广告构成了"错误标示 （misbranding）"，因此其传播行为违反了联邦法律。 ...