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    Michael Novod • Nordea

    Michael Novod's questions to Novo Nordisk A/S (NVO) leadership

    Michael Novod's questions to Novo Nordisk A/S (NVO) leadership • Q2 2025

    Question

    Michael Novod from Nordea inquired about the company's manufacturing capacity for accelerating international launches and the upcoming oral semaglutide for obesity, and also asked for clarification on the deprioritization of Rybelsus.

    Answer

    CFO Karsten Knudsen highlighted that Wegovy sales in International Operations are up fourfold year-to-date, indicating rapid scaling, and confirmed the oral semaglutide obesity launch will be non-supply restricted. David Moore, EVP of U.S. Operations, affirmed that commercial priorities are Ozempic and Wegovy, suggesting flattish trends for Rybelsus are a reasonable expectation.

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    Michael Novod's questions to Zealand Pharma A/S (ZLDPF) leadership

    Michael Novod's questions to Zealand Pharma A/S (ZLDPF) leadership • Q1 2025

    Question

    Michael Novod of Nordea inquired about the early discussions with Roche regarding the petrelintide/CT-388 combination strategy and the potential timeline for out-licensing glepaglutide.

    Answer

    Chief Medical Officer David Kendall explained that detailed combination ratios for petrelintide/CT-388 are premature before Phase II data, but the goal is to maximize petrelintide and optimize CT-388 for tolerability. Chief Commercial Officer Eric Cox noted encouraging, productive dialogue on glepaglutide partnering but stated there is no clear timeline for a deal.

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