Author Topic: NVO - Novo Nordisk  (Read 67865 times)

John Hjorth

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Re: NVO - Novo Nordisk A/S
« Reply #210 on: April 27, 2019, 03:36:46 AM »
Yes, Jeff,

You can get a firm perception of the whole thing by reading the Resolutions from the Annual General Meeting of Novo Nordisk A/S, p. 1, lower part & p. 2, upper part.

Basically, this is the running administration of the take-over shield of Novo Nordisk A/S related to the buybacks.
« Last Edit: April 27, 2019, 03:45:26 AM by John Hjorth »
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DooDiligence

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Re: NVO - Novo Nordisk A/S
« Reply #211 on: April 27, 2019, 05:45:15 AM »
Yes, Jeff,

You can get a firm perception of the whole thing by reading the Resolutions from the Annual General Meeting of Novo Nordisk A/S, p. 1, lower part & p. 2, upper part.

Basically, this is the running administration of the take-over shield of Novo Nordisk A/S related to the buybacks.

Thanks, now I grok it in fullness. (See Heinleins "Stranger in a Strange Land" if you don't grok grokking.)

This program is a good thing since I'd rather not see them bought out by anyone.

I love owning a business with niche focus & a disciplined willingness to shrink equity.
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John Hjorth

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Re: NVO & NOVO B.CPH - Novo Nordisk A/S
« Reply #212 on: September 20, 2019, 09:22:47 AM »
Novo Nordisk A/S - Company Announcement [September 20th 2019] : Rybelsus® (semaglutide tablets), the first GLP-1 in a tablet approved in the US.

To me, this is the most important news from Novo Nordisk A/S for years. This must be great news for the US patients going forward - I simply can't imagine otherwise.

- - - o 0 o - - -

For the shareholders, perhaps we'll now see another - more positive - growth trajectory for the company going forward the years to come, compared to what has happened the last three years or so.
”In the race of excellence … there is no finish line.”
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Sharad

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Re: NVO & NOVO B.CPH - Novo Nordisk A/S
« Reply #213 on: September 20, 2019, 01:54:20 PM »
Novo Nordisk A/S - Company Announcement [September 20th 2019] : Rybelsus® (semaglutide tablets), the first GLP-1 in a tablet approved in the US.

To me, this is the most important news from Novo Nordisk A/S for years. This must be great news for the US patients going forward - I simply can't imagine otherwise.

- - - o 0 o - - -

For the shareholders, perhaps we'll now see another - more positive - growth trajectory for the company going forward the years to come, compared to what has happened the last three years or so.


I agree, John, however, I haven't had an opportunity to read everything on the approval. The muted reaction is a little confusing, so I'd like to understand things further, but I remain a shareholder. In the end, I remain of the belief that the company should find a way to get semaglutide accepted for weight loss, and, if there are no major side effects, work to get FDA approval on an OTC variant of the oral medication.
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Sharad

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Re: NVO - Novo Nordisk
« Reply #214 on: October 08, 2019, 06:25:18 AM »
An interesting development in the delivery of insulin via the intestine:

http://news.mit.edu/2019/orally-deliver-drugs-injected-1007

Amazing breakthrough technology that allows oral pills to pass through the stomach unscathed, and then injected via microneedles through the lining of the small intestine without blockage of the GI tract and safe evacuation of the microneedles.

"The new capsule represents an important step toward achieving oral delivery of protein drugs, which has been very difficult to do, says David Putnam, a professor of biomedical engineering and chemical and biomolecular engineering at Cornell University.
 
“It’s a compelling paper,” says Putnam, who was not involved in the study. “Delivering proteins is the holy grail of drug delivery. People have been trying to do it for decades.”"


This likely brings the world closer to universal delivery of insulin and other active ingredient bio-pharmaceuticals via oral pills.
"If we are not able to ask skeptical questions, to interrogate those who tell us that something is true, to be skeptical of those in authority, then we are up for grabs for the next charlatan - political or religious - who comes ambling along."
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DooDiligence

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Re: NVO - Novo Nordisk
« Reply #215 on: October 08, 2019, 01:13:19 PM »
An interesting development in the delivery of insulin via the intestine:

http://news.mit.edu/2019/orally-deliver-drugs-injected-1007

Amazing breakthrough technology that allows oral pills to pass through the stomach unscathed, and then injected via microneedles through the lining of the small intestine without blockage of the GI tract and safe evacuation of the microneedles.

"The new capsule represents an important step toward achieving oral delivery of protein drugs, which has been very difficult to do, says David Putnam, a professor of biomedical engineering and chemical and biomolecular engineering at Cornell University.
 
“It’s a compelling paper,” says Putnam, who was not involved in the study. “Delivering proteins is the holy grail of drug delivery. People have been trying to do it for decades.”"


This likely brings the world closer to universal delivery of insulin and other active ingredient bio-pharmaceuticals via oral pills.

Nice find, thanks.
Healthcare 25.9% - CVS EW NVO // BRK.B - 23.1% // Auto's & Oil 15.0% - CLB GPC VDE

Entertainment 4.8% - DIS // Banking 9.9% - WFC // Drinkers & Smokers 4.9% - MO

%'s held @ MV 08/29/2019 minus 16.4% investable cash

i trumpet my ignorance

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John Hjorth

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Re: NVO & NOVO B.CPH - Novo Nordisk A/S
« Reply #216 on: October 08, 2019, 02:30:14 PM »
Morningstar - Global News Select - Provided by Dow Jones  [October 1st 2019] : New Sanofi CEO Aims to Prioritize Investment on Winnable Areas.

Personally, I speculate this is about a new strategy for capital allocation at Sanofi, which here involves exactly diabetes, while that is not mentioned specifically. I took a look at Sanofi a few years ago [2015 or 2016, I think], and I have never looked back again. Lantus was Sanofi's blockbuster in diabetes, competing with Ozempic.

There is no way to compete with Eli Lilly & Co. and Novo Nordisk A/S, if you don't hose a material part of the cash flow from your actual commercialized diabetes products back into your diabetes R&D pipeline. Not doing so is to me a preset & slow suicide in this space. It's not like getting hit by a bus, more like getting run over by a slow - very slow - steamroller.

Back when I took that look at Sanofi I was also thinking about why Mr. Buffett ditched Berkshire's Sanofi position. Perhaps this [bloat] is the explanation, or a part of it.
« Last Edit: October 08, 2019, 05:23:44 PM by John Hjorth »
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai