Novo Nordisk - Die ewig steigende Aktie (Seite 185)

[PenPistolero]

Wer die Anhörung der FDA heute live verfolgen möchte...

Link: https://collaboration.fda.gov/emdac110812/ Login als "Guest"

[Oberkassel]

Zürich (www.aktiencheck.de) - Andrew Whitney, Amalan Selvarajah und Gbola Amusa, Analysten der UBS, stufen die Novo Nordisk-Aktie (ISIN DK0060102614/ WKN A0M9QL) weiterhin mit dem Votum "buy" ein. Das Kursziel sehe man bei 1.100 DKK (Dänische Krone). (Analyse vom 07.11.2012) (07.11.2012/ac/a/a)

Jeder Analyst interpretiert die Situation anders.
Man sollte die Buy und Downgrades der Analysten in seinen Überlegungen nicht zuviel berücksichtigen. Auch die Bankhäuser haben Ihe Ziele.


Analyst Buy Hold Sell Kursziel Abstand Passende Zert.

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Quelle:Finanzen

Oberkassler

[Oberkassel]

Downgrade Alert for Novo Nordisk (NVO)

Novo Nordisk (NYSE:NVO) was downgraded from Buy to Hold at Jefferies today. The stock closed yesterday at $145.27 on volume of 2.7 million shares, above average daily volume of 315,000.

Novo Nordisk has overhead space with shares priced $145.18, or 9.2% below the average consensus analyst price target of $159.85. The stock should find initial resistance at its 200-day moving average (MA) of $146.76 and further resistance at its 50-day MA of $159.93.

Novo Nordisk A/S develops, produces, and markets pharmaceutical products. The Company focuses on diabetes care and offers insulin delivery systems and other diabetes products. Novo Nordisk also works in areas such as haemostatis management, growth disorders, and hormone replacement therapy. The Company offers educational and training materials. Novo Nordisk markets worldwide.

In the past 52 weeks, Novo Nordisk share prices have been bracketed by a low of $105.86 and a high of $170.27 and closed yesterday at $145.18, 37% above that low price. The 200-day and 50-day moving averages have moved 0.39% higher and 0.09% higher over the past week, respectively.

SmarTrend is monitoring the recent change of momentum in Novo Nordisk. Please refer to our Company Overview for the results of our proprietary technical indicators that have been scanning shares of Novo Nordisk in search of a potential trend change.

Quelle: Smartrend


Novo Nordisk announces U.S. results of largest multinational…


ORLANDO, Fla., Nov. 7, 2012 /PRNewswire/ --U.S. patient and caregiver results derived from the largest multinational psychosocial study of the hemophilia community are being presented at the National Hemophilia Foundation (NHF) 64th Annual Meeting. In total, four posters were accepted from the Hemophilia Experiences, Results and Opportunities (HERO) study, a comprehensive analysis of the experience of living with hemophilia. One of the posters will be featured in an oral presentation at the meeting.

HERO examined the disorder's effect on interpersonal relationships, careers, access to care and quality of life. The HERO initiative aims to improve outcomes in hemophilia by calling for and enabling enhanced psychosocial support based on increased understanding and awareness of the issues.

"We worked with key physicians and advocacy groups to develop a comprehensive study that, for the first time, examines the impact of living with hemophilia on all aspects of a family's life, including interpersonal relationships, access to care, employment, and the quality of life," said Robert Gut, MD, PhD, VP Clinical Development & Medical Affairs Biopharmaceuticals, Novo Nordisk.

In the United States, 189 adults with hemophilia and 190 parents of children with hemophilia participated in the quantitative arm of the HERO research.1 Highlights of the HERO study results include:
■Interpersonal Relationships - Both adults with hemophilia and parents of a child with the disorder report supportive relationships with partners, family, and friends.2
■Employment - Despite physical disability experienced by adults with hemophilia and the challenges of caring for a child with the disorder, the majority of both groups have overcome these barriers to maintain employment. 1
■Access to Care - The majority of adults with hemophilia and parents of a child with the disorder are satisfied with their medical care,3 but almost a quarter of the respondents report concerns about access to treatment due primarily to financial concerns. 3 Nearly 25% of participants also have difficulty accessing comprehensive care due to the distance to their local hemophilia treatment center.3
■Quality of Life - At the time of the assessment, 71% of adults with hemophilia reported experiencing moderate or extreme pain, or discomfort,4 and 92% reported that pain interfered with their daily life in the past month.4 Quality of life assessments were lower for older people (over 41 years of age) with hemophilia, those with inhibitors, or those with joint complications.4

"Despite living with a chronic disorder that is often associated with significant pain, the majority of study participants report strong relationships with family and friends, active employment, and satisfaction with their medical care," added Diane Nugent, MD, Medical Director of Children's Hospital of Orange County's Hematology and Blood & Donor Services and Chief of its Specialists Division of Hematology. Dr Nugent is an advisor to the HERO study. "While we've made numerous advances in our understanding of hemophilia, the HERO initiative helps us identify gaps in knowledge with much more comprehensive information straight from our patients and their caregivers."

"The HERO results reinforce the importance of the comprehensive care model for providing high-quality care to our community," said Val Bias, NHF CEO. "We are pleased to have served as an advisor to Novo Nordisk in development of the study and to have invited individuals with hemophilia and their caregivers to participate. We are excited to explore the results and implications with them and to partner in publishing the findings of this landmark research."

The U.S. results from the HERO study appear as posters (SPI 38, 41, 42 and 43) at the National Hemophilia Foundation 64th Annual Meeting from November 8-10, 2012 at the Orlando Marriott World Center.

About the HERO study

HERO (Hemophilia Experiences, Results and Opportunities) is an international, multidisciplinary initiative led by the HERO International Advisory Board and supported by Novo Nordisk as part of its Changing Possibilities in Hemophilia® program.

The HERO initiative is the largest multinational multimethod study of the psychosocial experience of people with hemophilia and consists of:
■An extensive literature review to assess the existing literature and establish gaps in knowledge, published in Haemophilia in 2011.
■Qualitative research among 150 people with hemophilia, parents, and healthcare professionals from 7 countries.
■Quantitative research among 1236 people (greater than or equal to 18 years of age) with hemophilia and parents of children with hemophilia (<18 years of age) from 10 countries.

About hemophilia

Hemophilia is a rare blood clotting disorder. Internal bleeding into the joints, muscles, and other tissues can cause severe pain, joint damage, and disability. The worldwide incidence of hemophilia A is approximately one case per 5000 males, approximately 30% of whom have no family history. Hemophilia B occurs in one case per 25,000 males and represents 20%-25% of all patients with hemophilia. Globally, it is estimated that 400,000 people have hemophilia5; in the United States, it is estimated that 20,000 people have this disorder.6

Quelle:Finanznachrichten 7/11/2012



Ergebnis:

Trotz des gestrigen größeren Kursrückganges dénke ich das das Unternehmen sehr gut vom Portfolio aufgestellt ist und sehr gute Wachstumpotentiale aufweist.

In allgemeinen nervösen Börsenzeiten kommt es immer wieder zu Übertreibungen - sowohl bei Kurszuwächsen als auch bei Kursverlusten.

Wenn man Novo als Longinvestment (> 3 Jahre) ansieht, wird es zu bestimmten News immer wieder Kursrückschläge geben. Schaut man sich den Chartverlauf der letzten Jahre an wiederholt sich der Vorgang von gestern immer wieder mal.

Schauen wir mal was morgen kommt.

Oberkassler

[PenPistolero]

Wenn ich das richtig verstanden habe, wird endgültig am Donnerstag vom FDA Board entschieden, ob das Insulin zugelassen wird oder evtl. Auflagen erteilt werden. Laut Novo Nordisk rechnet man mit einer Zulassung.

Worst Case: Keine Zulassung, USA mit fast 50% größter/großer Absatz-/Wachstumsmarkt, kein weiteres Insulin in Phase 3-also kurz vor Zulassung; Umsatz-/Gewinnerwartungen der nächsten Jahre fraglich

Ausführlicher und m.M. interessanter: http://www.bloomberg.com/news/2012-11-06/novo-s-insulin-tres…

[uak65]

Wieweit betrifft denn das unser Schätzchen oder ist das jetzt nur Mithaftung?
Wer kennt sich da näher aus?

[PenPistolero]

Hallo,

war lange Stiller Mitleser hier. Bis jetzt leider noch kein Statement auf den IR-Seiten von Novo Nordisk. Warten wir mal den 8. ab...

Die Sensibilität für das erhöhte Herzinfarktrisiko hat wohl hiermit was zu tun: http://www.spiegel.de/wissenschaft/medizin/skandal-medikamen…

[Kalej71]

http://www.bloomberg.com/news/2012-11-06/novo-s-insulin-tres…

[Oberkassel]

Strong Quarter at Novo Nordisk



By: Zacks Equity Research
Novo Nordisk (NVO - Snapshot Report) reported third quarter 2012 earnings of $1.74 per American Depository Receipt (ADR), up 24.3% from the year-ago period. Earnings were boosted by strong revenues in the reported quarter.

Revenues, in the third quarter of 2012, increased 20% on a reported basis and 11% in local currency year over year.

For the first nine months of 2012, Novo Nordisk's earnings were $4.88 per ADR, up 19.3% from the comparable period last year.

All growth rates mentioned below are on a year-over-year and local currency basis.

Nine Months 2012 Numbers

In the first nine months of 2012, total revenues grew 11% driven by strong sales in North America (up 19%) and International Operations (up 16%). Sales in China and Europe grew 17% and 2%, respectively.

Geographically, North America was the largest contributor (64%) to total revenues followed by International Operations (20%) and China (11%). Healthcare reforms and pricing pressure in Europe, the US, China and other international markets negatively impacted revenues by 1.5%.

The Diabetes Care segment recorded growth of 15%. Modern insulins generated strong revenues (up 14%) driven by NovoRapid (up 15%), NovoMix (7%) and Levemir (21%). Novo Nordisk's most important drug, Victoza, is a once-daily human glucagon-like peptide 1 (GLP-1) analogue approved for improving blood sugar (glucose) levels in adult type II diabetes patients. The drug witnessed sales growth of 64% in the first nine months of 2012. Victoza witnessed growth across all regions. Protein-related product and oral ant-diabetic products sales were up 2% and 1%, respectively, while Human insulins were down 2%.

Sales in the Biopharmaceuticals segment increased 1%. Strong sales of Norditropin (up 8%) contributed to the increase, though partially offset by weaker NovoSeven sales (down 1%) and other product sales (down 3%).

Research and development (R&D) costs and sales and distribution costs increased 9% and 7%, respectively. Novo Nordisk's efforts to develop its pipeline, primarily liraglutide and IDegLira, boosted the R&D expenses in the first nine months of 2012. Higher costs related to marketing in the US and overseas, along with sales force expansions in selected countries were primarily responsible for pushing up sales and distribution costs.

2012 Guidance

Novo Nordisk narrowed its sales growth guidance for 2012 to 10%–12% in local currencies, from the previous guidance of 9%–12%. The guidance is based on the recent performance of Novo Nordisk’s key products. The guidance also includes the impact of competition and estimated headwinds from health care and pricing reforms.

In local currencies, guidance for operating profit growth is expected in the range of 16– 18% (prior guidance: around 15%).

Our Recommendation

We have an Outperform recommendation on Novo Nordisk. The stock carries a Zacks #1 Rank (Strong Buy rating) in the short term.

Am 8. November 2012 wichtiger Tag für Novo Nordisk, Zulassung USA -siehe Beitrag vorher.

Oberkassler

[Oberkassel]

Diabetes Verbreitung

In dem Mass, wie Menschen in den Schwellenländern ihre Lebens- und Ernährungsstile den westlichen Ländern anpassen, steigt auch die Zahl der Übergewichtigen ud Diabetiker.
Einen großen Teil des Diabetesmarkts machen Insulin und Insulinanalogen aus.
In China gibt es viele Reformbemühungen, in dem die Medikamente teilweise erstatten werden.
Die USA sind der größte Absatzmarkt für Insulin und Insulinanalogen circa 7,5 Mrd $ (Sanofi, Eli Lilly und NOV) teilen sich den Markt auf.
Schätzungen gehen davon aus, dass auf dem asiatischen Markt einen Absatz von 12 Mrd $ in 2030 zu erwarten ist (heute circa 500 Mill $).

Die dänische Firma NOV ist der Spezialist schlechthin für Diabetes und damit das Diabetesinvestment.
Vorstandschef Lars Sörensen hat die Prognose für 2012 soeben angehoben,allein der Umsatz des neuen GLP-1 Medikaments Victoza stieg im ditten Quartal um 62%.

Achtung am 8. November berät die US Zulassungsbehörde über das neue Insulin Tresiba, Kursrückschläge sind möglich.

Kurs 914,50 DK Stopp:868,00 DK Ziel: 1150 DK

KGV 12: 24,4 KGV 13: 20,4 Divi.Rendite: 1,5% KBV: 1,7

Quelle: Euro am Sonntag/Ausgabe 44/12

Oberkassler

[Oberkassel]

This Top-Performing Stock Is Tackling One Of The World's Deadliest Diseases

I am always on the lookout for stocks I can hold for the long haul because they are so valuable, I cannot afford to let them go. The first thing I look for is a company in a segment with strong demand during good times and bad. This means I won't have to worry about economic events that could negatively affect the markets.

And when it comes to demand resilience, pharmaceutical stocks are the first to come to mind -- especially the ones that produce drugs that fight life-threatening diseases and keep people alive. Even during hard times, people dependent on these drugs won't cut back.

Diabetes is one of those deadly diseases that have been on the rise with a huge patient pool. Diabetes health care costs in the United States could reach more than $170 billion annually, according to estimates by the Centers for Disease Control and Prevention. Complications from the disease can include heart disease, stroke, high blood pressure, blindness, limb amputation, kidney disease and ultimately death.

It's estimated that nearly 26 million children and adults in the United States have diabetes, while only 18.8 million have been diagnosed. There are an additional 79 million people who have pre-diabetes, many of which will develop Type 2 diabetes or experience certain symptoms of the disease at some point in their lives. Worldwide, there are more than 366 million people living with diabetes but only about half of them have been diagnosed.

The prevalence of diabetes is expected to soar in the coming decades as a result of an increasingly overweight and aging population. These demographic trends are further strengthened by a market shift toward modern insulin analogs, which offer improved efficacy, safety and convenience for patients.

And when it comes to insulin, the market leader is undoubtedly Novo Nordisk (NVO), a global health care pharmaceutical company with more than 85 years in the market. The company has the broadest diabetes product portfolio in the industry, holding more than 50% of insulin market share. In addition, Novo Nordisk has a leading position within areas such as haemostasis management, growth hormone therapy and hormone replacement therapy.

As the general population struggles with a growing obesity crisis, Novo is well positioned to help patients control their diabetes. In fact, since 2006, the stock has gained more than 500%. Take a look at the chart below ...



Patient conversions to more expensive, modern insulin offerings are expected to increase at a 10% annual pace during the next decade. And because the company also manufactures the industry's most modern and effective insulin analogs, which allow it to charge as much as 150% more than its competitors, the growth prospects for the company are even higher.

Much of Novo's recent growth can be attributed to sales of Victoza. The drug was originally intended for diabetes treatment, but is now also marketed to treat obesity. Sales of the drug brought in more than $1 billion in 2011. Total sales for that entire year were nearly $11.7 billion.

Novo has also developed therapeutic proteins, which have been used to create a highly profitable line of biopharmaceutical products for hemophilia and other bleeding disorders. This development has allowed Novo to diversify its business, increase its top line and increase profit margins.

The company has a strong financial position. As of June 30, the company had cash balance of $17.5 billion, which is more than 30 times its long-term debt obligations. Considering the firm's strong balance sheet and robust free cash flow generation, there are no concerns about its ability to repay its debts. In addition, one of Novo's key strengths is its successful management strategy. I have been impressed with Novo's commitment to return cash to shareholders through dividends and share repurchases.

Risks to Consider: Generic-drug competition is a major threat to Novo in several markets, especially for its relatively easy-to-manufacture human insulin. During the next several years, additional threats such as an inhaled insulin alternative or even a cure for Type 1 diabetes, could negatively affect Novo's sales.

With new health care legislations sweeping several countries, Novo has seen steep price declines for many of its drugs. This could reduce its revenue base and lower profitability if the trend continues. Additionally, Novo faces a bit of currency risk with a significant portion of its sales coming in U.S. dollars while a larger portion of its costs are denominated in Danish krone. Adverse currency fluctuations could impair its profitability.

Having said that, the upside still far exceeds the potential downside. Fighting the diabetes crisis is an uphill battle and Novo appears to have the upper hand for the unforeseeable future.

As such, buy Novo Nordisk up to $175 a share. This stock has been delivering annual gains of more than 20% for the past 15 years (four times the return of the S&P 500). I expect Novo to continue to outperform the market and hit $200 within the next six to 12 months

Quelle:Seeking Alpha 1.11.2012

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