{"id":96918,"date":"2025-12-04T11:12:28","date_gmt":"2025-12-04T11:12:28","guid":{"rendered":"https:\/\/www.europesays.com\/se\/96918\/"},"modified":"2025-12-04T11:12:28","modified_gmt":"2025-12-04T11:12:28","slug":"richard-brase-saljer-allt-i-novo-nordisk","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/96918\/","title":{"rendered":"Richard Br\u00e5se s\u00e4ljer allt i Novo Nordisk"},"content":{"rendered":"<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Tidigare <a class=\"text-primary-90 underline hover:text-primary-110 hover:no-underline\" href=\"https:\/\/www.placera.se\/intervju\/brase-om-novo-nordisk-gar-fran-savligt-lakemedelsbolag-till-konsumentbolag-2025-09-10\" rel=\"nofollow noopener\" target=\"_blank\">under h\u00f6sten ber\u00e4ttade<\/a> <strong>Richard Br\u00e5se<\/strong> f\u00f6r Placera att han hade dubblat fondens innehav i <strong>Novo Nordisk<\/strong>. Den stukade l\u00e4kemedelsj\u00e4tten har sedan dess fortsatt sin utf\u00f6rsl\u00f6pa p\u00e5 K\u00f6penhamnsb\u00f6rsen. Hittills i \u00e5r uppg\u00e5r raset i Novo Nordisk till 51%.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Men nu har Protean Aktiespararfond Norden, som Br\u00e5se f\u00f6rvaltar, s\u00e5lt samtliga aktier i l\u00e4kemedelsj\u00e4tten.<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;G\u00e5r det att tro p\u00e5 ett bolag som inte verkar tro p\u00e5 sig sj\u00e4lv?&#8221; fr\u00e5gar f\u00f6rvaltaren retoriskt i <a class=\"text-primary-90 underline hover:text-primary-110 hover:no-underline\" href=\"https:\/\/www.aktiesparfonden.se\/selfdestructo-bust\/\" rel=\"nofollow noopener\" target=\"_blank\">en m\u00e5nadsuppdatering<\/a>.<\/p>\n<p>Slaktade f\u00f6rv\u00e4ntningar<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Han tar som exempel att Novo Nordisk k\u00f6pt forskningsbolaget Metsera f\u00f6r 100 miljarder kronor. N\u00e5got som Br\u00e5se menar \u00e4r ett tecken p\u00e5 att l\u00e4kemedelsj\u00e4tten inte tror p\u00e5 sin egen pipeline. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Inte heller analytikerk\u00e5ren verkar tro p\u00e5 aktien, lyfter Br\u00e5se fram. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Bara sedan denna fonds lansering sista mars i \u00e5r har Ebit-f\u00f6rv\u00e4ntningarna f\u00f6r 2026 kapats med n\u00e4rmare 30%.&#8221;<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Han skriver ocks\u00e5:<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Sammantaget f\u00e5r sannolikheten bed\u00f6mas som h\u00f6g att Novo Nordisk kommer guida f\u00f6r negativ resultatutveckling under 2026.&#8221;<\/p>\n<p>Novos trumfkort<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Novo Nordisk har dock ett trumfkort. Under 2026 v\u00e4ntas Wegovy, som \u00e4r bolagets l\u00e4kemedel f\u00f6r viktminskning, sl\u00e4ppas i pillerform. \u00c4rkerivalen <strong>Eli Lilly<\/strong> hoppas dock f\u00e5 sin motsvarighet godk\u00e4nd i mars n\u00e4sta \u00e5r. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">En annan f\u00f6rhoppning \u00e4r att priss\u00e4nkningar ska lyfta f\u00f6rs\u00e4ljningen. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">&#8221;Risken f\u00f6r en sur prognos, fallande vinst och fortsatt f\u00f6rlorade marknadsandelar, eller ett nytt f\u00f6rv\u00e4rvs\u00e4ventyr \u00e4mnat att t\u00e4cka upp en pipeline som \u00e4r mindre slagkraftig \u00e4n vi utomst\u00e5ende idag f\u00f6rst\u00e5r, \u00f6verskuggar dessa m\u00f6jligheter tills vidare&#8221;, skriver Br\u00e5se.<\/p>\n<p>N\u00e4sta st\u00f6rsta placeringen<\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Protean Aktiespararfond Norden lanserades i april. Det f\u00f6rvaltade kapitalet uppgick vid det senaste m\u00e5nadsskiftet till omkring 1,4 miljarder kronor. <\/p>\n<p class=\"font-sans text-base text-text-main dark:text-text-main-dark font-normal leading-[1.4]\">Den sista oktober var Novo Nordisk fondens n\u00e4st st\u00f6rsta innehav och uppgick till 3,9% av portf\u00f6ljen. <\/p>\n","protected":false},"excerpt":{"rendered":"Tidigare under h\u00f6sten ber\u00e4ttade Richard Br\u00e5se f\u00f6r Placera att han hade dubblat fondens innehav i Novo Nordisk. Den&hellip;\n","protected":false},"author":2,"featured_media":26628,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[72,70,71,6631,1206,11379,34,31,33,32,30],"class_list":{"0":"post-96918","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-eli-lilly","12":"tag-novo-nordisk","13":"tag-protean-aktiesparfond","14":"tag-se","15":"tag-svenska","16":"tag-sverige","17":"tag-sweden","18":"tag-swedish"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115661002812264398","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/96918","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=96918"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/96918\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/26628"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=96918"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=96918"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=96918"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}