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August 6, 2025 30 mins

Novo Nordisk skal af med fløjlshandskerne og på med boksehandskerne. De skal sætte handling bag deres ord, og for alvor tage kampen op mod kopimedicinen og Eli Lilly. Sådan lyder det fra værterne på Investeringspodcasten, der også kommer ind på svage nøgletal fra USA, europæiske selskaber i USA og tilbuddet på Bavarian Nordic i afsnit 283.  

Læs Per Hansens blog om Novos nye CEO: https://www.nordnet.dk/blog/novo-nordisk-kortsigtet-er-den-nye-ceo-i-kamp-mod-tiden-og-investorerne/

00:00 Intro
02:05 Bavarian Nordic 
06:50 Er USA et tabt marked?
13:11 Svækkelse i nøgletal fra USA?
17:14 Novo Nordisk

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