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    Martin Parkhoi

    Research Analyst at SEB

    Martin Parkhøi is the Head of Danish Equities at SEB, specializing in coverage of the Danish healthcare and life sciences sector with a focus on major listed companies such as Demant, BB Biotech, and Gubra. Known for his informed stock calls, Parkhøi has played a lead role in Danish equity analysis at SEB since joining in late 2021 after serving as Senior Equity Analyst at Danske Bank, where he established his reputation in healthcare coverage. While specific quantitative performance metrics and rankings remain private, his research is regularly cited by leading Nordic companies and is influential in investor relations. Parkhøi holds senior analyst credentials and is widely recognized for his expertise in the healthcare and biotechnology fields across the Danish equity market.

    Martin Parkhoi's questions to NOVO NORDISK A S (NVO) leadership

    Martin Parkhoi's questions to NOVO NORDISK A S (NVO) leadership • Q2 2025

    Question

    Martin Parkhøi of SEB inquired about the long-term outlook for capital expenditures and when they might normalize, and also asked about the launch plan for oral Wegovy, specifically its potential immediate availability in the cash channel.

    Answer

    CFO Karsten Knudsen stated that CapEx is near its peak and will gradually decline towards a historical maintenance level of ~5% of sales. EVP David Moore confirmed the oral Wegovy launch will happen as close to approval as possible and that having a cash channel option from the start is an important part of their long-term strategy.

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    Martin Parkhoi's questions to NOVO NORDISK A S (NVO) leadership • Q1 2025

    Question

    Martin Parkhoi asked if the exclusive CVS formulary placement for Wegovy contradicts Novo's stated preference for patient optionality and inquired about the market size potential for an oral version of Wegovy versus the injectable.

    Answer

    CEO Lars Fruergaard Jørgensen clarified that the exclusive formulary was CVS's decision, not one sought by Novo, but that it reflects Wegovy's strong value proposition. He positioned the oral GLP-1 market as a smaller segment than injectables but one where Novo can compete effectively with oral semaglutide, leveraging its first-to-market potential and established safety profile.

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    Martin Parkhoi's questions to GNNDY leadership

    Martin Parkhoi's questions to GNNDY leadership • Q2 2024

    Question

    Inquired about the impact of the delayed Enterprise market recovery on long-term targets, potential market share gains in managed care, and the timeline for VA negotiations.

    Answer

    The delayed Enterprise recovery doesn't significantly alter the long-term outlook. Market share gains in managed care are part of broad-based growth rather than a specific competitor event. The key VA decision has been postponed from November to May.

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    Martin Parkhoi's questions to GNNDY leadership • Q1 2024

    Question

    Inquired about the company's position in U.S. managed care for hearing aids and whether the Enterprise business could return to double-digit growth post-stabilization.

    Answer

    GN considers managed care an important market segment where it can operate a healthy business despite price pressures, and it is too early to assess the impact of competitor moves. The long-term growth potential of the Enterprise business will be discussed at the upcoming Capital Markets Day.

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