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    Michael Novod

    Managing Director and Senior Equity Analyst at Nordea

    Michael Novod is a Managing Director and Senior Equity Analyst at Nordea, specializing in Nordic healthcare and life sciences, with extensive coverage of major companies such as Novo Nordisk, Bavarian Nordic, and Zealand Pharma. Renowned for his in-depth sector expertise and sharp market insights, Novod has frequently been cited by industry leaders and is recognized for his effective investment calls, though specific quantitative performance metrics are not publicly disclosed by third-party ranking platforms. His career at Nordea spans over a decade, following earlier analyst roles in the Nordic financial sector, and he plays a pivotal role in shaping healthcare equity research for institutional clients. Novod holds advanced credentials in financial analysis and maintains active professional registrations relevant to European equity research.

    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/ADR (ZLDPF) leadership

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

    Question

    Michael Novod inquired about the early discussions with Roche regarding the combination ratios for petrelintide and CT-388, and also asked about the strategic timeline for out-licensing glepaglutide.

    Answer

    Chief Medical Officer David Kendall explained that detailed discussions on combination ratios with Roche are pending deal closure, but the goal is to optimize tolerability by maximizing the petrelintide dose. Chief Commercial Officer Eric Cox noted significant inbound interest for partnering on glepaglutide, stating that dialogues are productive but did not commit to a specific timeline for a deal.

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