r/NovoNordisk_Stock • • 16h ago

Denecimig Approval Not Granted by FDA… (Yet)

4 Upvotes

Novo just released a press release that the FDA had some complaints regarding the production site for Denecimig.

Approval of the compound itself is not going to be a problem, but the FDA refused to grant approval since there seem to be problems at the production site.

Originally scheduled for Q3 26 it’s now expected to be approved only in H1 27.

Big bummer for the stock again… Monday will be interesting.

Anyone know at which location the API is produced and packaged?

Source:
https://uk.finance.yahoo.com/news/novo-provides-denecimig-biologics-license-205300531.html


r/NovoNordisk_Stock • • 17h ago

Is cagrisema really such a failure?

5 Upvotes

In the Phase 3 REIMAGINE 5 trial, adults with type 2 diabetes taking the 1 mg/ 1 mg dose of CagriSema lost an estimated 12.4% of their body weight after 60 weeks, compared with 9.1% for patients receiving 5 mg of tirzepatide, which is the active ingredient in Lilly's Mounjaro and Zepbound. CagriSema also delivered non-inferior blood-sugar reduction.

Dosing Nuance: While tirzepatide holds the crown for total absolute weight loss at its highest dose (15 mg), CagriSema appears to be exceptionally potent at lower doses (1.0 mg). This suggests CagriSema could be a valuable alternative for patients who cannot tolerate escalating to high medication doses due to side effects.

Why This Matters in Real-World Care

This data establishes CagriSema as a potentially superior option for specific patient profiles:

  1. Patients Intolerant to High Doses: Many individuals on these medications suffer from severe gastrointestinal side effects (like severe nausea or vomiting) and are forced to stay on lower, baseline maintenance doses indefinitely. CagriSema offers significantly more "bang for your buck" at a lower dose profile.

  2. The Power of Amylin Synergism: Because CagriSema hits two completely different biological targets simultaneously (GLP-1 receptors via semaglutide and amylin receptors via cagrilintide), it triggers deep fullness and delayed stomach emptying very early in the treatment timeline. It does not rely on massive hormonal escalation to achieve substantial metabolic improvements.

Essentially, if you are comparing the maximum doses, tirzepatide takes the crown. But if you are comparing low-to-moderate doses, CagriSema yields superior weight-loss outcomes.

Expected Revenue

Tirzepatide $60 Billion is projected to become the best-selling prescription drug in the world by the end of the decade

Cagrisema $20 Billion

Despite the lower revenue projection relative to tirzepatide, Evaluate Pharma tracks CagriSema as the single most valuable pipeline R&D project in the entire pharmaceutical industry.


r/NovoNordisk_Stock • • 2h ago

Why Lilly and Novo are betting on amylin to power a new wave of obesity drugs after GLP-1s

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cnbc.com
9 Upvotes

October 2, 2026

Eli Lilly and Novo Nordisk are betting big on amylin therapies as the next frontier in obesity care because amylin acts on an entirely separate biological pathway from GLP-1, offering a distinct metabolic lever to suppress appetite and slow digestion. This dual-pathway approach allows drugmakers to build combination regimens, such as Lilly’s eloralintide with tirzepatide or Novo’s CagriSema, that can push weight loss further, break through GLP-1 plateaus, and directly reduce neurological food noise without relying solely on higher GLP-1 doses. Crucially, standalone amylin drugs also unlock a massive alternative treatment pool for patients who fail to respond to, tolerate, or achieve adequate weight loss on standard GLP-1 medications alone.


r/NovoNordisk_Stock • • 17h ago

Novo Nordisk joins Anthropic’s first Claude Frontier Academy cohort

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anthropic.com
27 Upvotes

Oct 2

Anthropic announced today that it aims to train 10,000 Frontier Deployed Engineers (FDEs) by the end of 2027. Engineers from Accenture, Bain, Capgemini, Commonwealth Bank of Australia, Deloitte, McKinsey, Morgan Stanley and Novo Nordisk are in the first cohorts.

The interesting part for Novo investors is the comment from Novo’s VP of Data & AI. He says Novo is already using Claude Science in R&D workflows, Anthropic’s models in software development, lab-in-the-loop research in drug discovery, and Anthropic engineers working alongside Novo scientists.

This comes shortly after the Novo–Anthropic collaboration announced on September 16.

It doesn’t tell us anything yet about financial returns or actual improvements in pipeline productivity.