GreensKeeper Asset Management, an investment management company, released its third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The Value Fund has ended the quarter with a +4.0% gain, taking the YTD return to +0.2% net of fees and expenses. The US dollar continued to pose a challenge, negatively impacting performance by -3.7% so far this year. The year’s market rally was primarily led by AI, crypto, and speculation. In addition, you can check the fund’s top 5 holdings to dete ...

Novo Nordisk wants to grow its direct channels, which currently account for a tenth of its weight-loss jab prescriptions in America. The drugmaker is revising its pricing, too https://t.co/IuSb2NdVsW ...

A version of this article first appeared in CNBC's Healthy Returns newsletter, which brings the latest health-care news straight to your inbox. Subscribe here to receive future editions.GLP-1 pills for obesity are closer than ever. 2026 is likely the year that two new oral weight loss drugs will reach patients in the U.S. For some people, pills may serve as a more convenient – and potentially in certain cases cheaper – alternative to today's blockbuster injections.Drugmakers Novo Nordisk and Eli Lilly have ...

Novo Nordisk’s investors are rattled. The Danish drugmaker’s market value is down by two-thirds from its peak. Even so, Novo’s new chief executive is confident that it can recover https://t.co/yuDUuudB6Y https://t.co/A2bW1STvAf ...

摩根大通在与诺和诺德首席执行官Maziar Mike Doustdar交谈后称，诺和诺德的投资者需要考虑到，白 宫的药品定价协议将对该集团的增长构成低个位数的百分比拖累。该行称，Doustdar表示，白宫关于美 国联邦医疗保险定价的协议将促进销量增长，这应会在2026年年中开始显现，并足以抵消降价带来的影 响。不过，降价与随后的销量增长之间可能会有滞后。该行补充说，多个市场的诺和泰仿制药也对集团 增长构成潜在的不利因素。摩根大通称，尽管有迹象表明配方药（为替代已获批药物而定制的药物）的 增长有所放缓，但Doustdar强调，一些使用配方药的患者可能仍然负担不起已获批的药品。 来源：视频滚动新闻 ...

Novo Nordisk A/S (NYSE:NVO) stock has plunged around 41% year to date, as per data from Benzinga Pro.Novo Nordisk’s stock was significantly hit when the company shared headline results from the REDEFINE 2 phase 3 trial in the global REDEFINE program, investigating once-weekly subcutaneous CagriSema (a fixed dose combination of cagrilintide 2.4 mg and semaglutide 2.4 mg) compared to placebo.First in May, Novo Nordisk lowered its 2025 sales growth, then again in July, it further trimmed its 2025 guidance. Dur ...

To recover its lead in obesity drugs, Novo Nordisk is transforming itself https://t.co/FocqDYoQDG ...

Eli Lilly & Co. (NYSE:LLY) 's dominance in obesity therapeutics looks increasingly difficult to challenge, and Bank of America believes the market is still underestimating just how much growth lies ahead.On Monday, the bank’s analyst Jason Gerberry reiterated a Buy rating on the stock, trimming his price objective slightly from $1,286 to $1,268. The adjustment wasn't about waning confidence. The stock was trading around $1,055 Monday.Instead, Gerberry said there remains "room for stock upside" as Lilly cont ...

Key Takeaways CHMP issued a positive opinion supporting EU approval of a 7.2 mg dose of Novo Nordisk's Wegovy.NVO's STEP UP study showed 20.7% average weight loss with 7.2 mg Wegovy versus 17.5% at 2.4 mg.About one-third of obesity patients on the 7.2 mg dose achieved at least 25% weight loss in the study.Novo Nordisk (NVO) announced that the European Medicines Agency’s (EMA) Committee for Medicinal Products for Human Use (CHMP) has adopted a positive opinion recommending the EU approval of a higher dose of ...

Core Viewpoint - Novo Nordisk has submitted a supplemental new drug application (sNDA) to the FDA for a higher dose of semaglutide injection (7.2 mg) aimed at long-term weight management in adults with obesity, which is part of a fast-track approval process [3][4]. Group 1: Clinical Trial Results - The sNDA includes results from the STEP UP trial, a 72-week randomized, double-blind, placebo-controlled study involving 1,407 adults with obesity (BMI ≥ 30 kg/m²) [4]. - Patients receiving 7.2 mg of semaglutide lost an average of 20.7% of their body weight after 72 weeks, compared to 17.5% for those on 2.4 mg and 2.4% for the placebo group [4]. - Among patients who adhered to the treatment, 33.2% in the 7.2 mg group achieved a weight loss of 25% or more, compared to 16.7% in the 2.4 mg group and 0.0% in the placebo group [4]. Group 2: Weight Loss Metrics - In the 7.2 mg group, 90.7% of participants lost at least 5% of their body weight, while the figures were 89.9% for the 2.4 mg group and 36.8% for the placebo group [5]. - After 72 weeks, 31.2% of those on 7.2 mg achieved a weight loss of 25% or more, compared to 15.3% in the 2.4 mg group and 0.0% in the placebo group [5]. Group 3: Safety and Regulatory Status - The 7.2 mg group reported a higher incidence of gastrointestinal adverse events compared to the 2.4 mg and placebo groups, with serious adverse events reported at rates of 6.8%, 10.9%, and 5.5%, respectively [5]. - The European Medicines Agency (EMA) and other regulatory bodies are currently reviewing the new high-dose semaglutide, with a decision expected in Q1 2026 [5].