\n I en bolagskommentar lyfter Handelsbanken fram att Eli Lillys relativt svaga fas III-data f\u00f6r orforglipron kan visa sig vara en v\u00e4ndpunkt f\u00f6r Novo Nordisks investerarsentiment. Banken pekar p\u00e5 att Novo Nordisks orala semaglutid var f\u00f6rst, tycks vara mest potent och har sannolikt potentiellt hj\u00e4rtskydd, samtidigt som marknadens f\u00f6rv\u00e4ntningar bed\u00f6ms som l\u00e5ga. <\/p>\n
”Det \u00e4r ett bra utg\u00e5ngsl\u00e4ge”, menar Handelsbanken. <\/p>\n
Sammantaget har Handelsbanken s\u00e4nkt vinstprognoserna f\u00f6r perioden 2025-2027 med 5 till 10 procent. Banken prognostiserar 14 procents tillv\u00e4xt under 2025, m\u00e4tt i konstanta valutor, vilket kan j\u00e4mf\u00f6ras med mitten av bolagets guidningsintervall p\u00e5 11 procent. <\/p>\n
Prognosen f\u00f6r hel\u00e5ret implicerar 11 procents tillv\u00e4xt under det andra halv\u00e5ret, j\u00e4mf\u00f6rt med guidningen om 5 procent. F\u00f6r 2026 v\u00e4ntar sig banken en tillv\u00e4xt p\u00e5 12 procent. <\/p>\n
”Vi bed\u00f6mer att r\u00e4dslan f\u00f6r Trump-administrationen, prisreformen MFN (\u201dMost Favored Nation Rule\u201d, att USA:s Medicare ska betala samma (l\u00e4gre) pris f\u00f6r vissa receptbelagda l\u00e4kemedel som de l\u00e4gsta priserna som tas ut i andra j\u00e4mf\u00f6rbara l\u00e4nder) och Eli Lillys b\u00e4ttre forskningsdata f\u00f6r sammansatta substanser \u00e4r n\u00e4ra sin topp.”<\/p>\n
Novo Nordisk handlas till p\/e 11,6x p\u00e5 Handelsbankens tolvm\u00e5naders fram\u00e5tblickande estimat, j\u00e4mf\u00f6rt med det 10-\u00e5riga historiska snittet p\u00e5 23,8x. <\/p>\n
”Vid n\u00e5gon punkt kommer sannolikt v\u00e4rdeorienterade och contrarion-investerare addera efterfr\u00e5gan p\u00e5 aktierna.” \n <\/p>\n","protected":false},"excerpt":{"rendered":" I en bolagskommentar lyfter Handelsbanken fram att Eli Lillys relativt svaga fas III-data f\u00f6r orforglipron kan visa…\n","protected":false},"author":2,"featured_media":2201,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,454,453,451,452,34,31,33,32,30,455],"class_list":{"0":"post-2200","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-business","9":"tag-economy","10":"tag-ekonomi","11":"tag-ekonomisk-analys","12":"tag-finans","13":"tag-finansiella-nyheter","14":"tag-investera","15":"tag-se","16":"tag-svenska","17":"tag-sverige","18":"tag-sweden","19":"tag-swedish","20":"tag-trading"},"share_on_mastodon":{"url":"","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/2200","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=2200"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/2200\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/2201"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=2200"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=2200"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=2200"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}