Europe 11 posts

• Novo Nordisk 2021Q3 - Wegovy® bottlenecks
  13 November 2021  ·  2021Q3 Denmark Diabetes
  Novo Nordisk continues to succeed in the GLP-1 space with semaglutide ( Ozempic ®, Rybelsus ® and Wegovy ®).
• Novo Nordisk Q2 saw approval of Wegovy® and continued growth of Ozempic® sales
  4 August 2021  ·  Denmark Diabetes Eli Lilly
  Novo Nordisk sales and operating profit grew at 12% and 9%, respectively, at constant exchange rates. The FDA approved the once-weekly injectable anti-obesity drug Wegovy® (semaglutide) on June 4th.
• Novo Nordisk gains GLP-1 market share within and outside the US despite seeing new GLP-1 prescriptions curbed by COVID-19
  30 October 2020  ·  Diabetes Eli Lilly Healthcare
  Novo Nordisk has gained market share in diabetes (29.2%), GLP-1 (49.9%) and insulin (44.5%).
• Novo Nordisk mostly unaffected by COVID-19 in Q1
  7 May 2020  ·  Diabetes Eli Lilly LLY
  Novo Nordisk is with the exception of the postponement of new clinical trials mostly unaffected by COVID-19. Sales in Q1 were however positively affected by stock piling of insulin. Growth continues to be spearheaded by Ozempic®, whereas Victoza® and Levemir® in the US continue to lead the decline.
• Kraft Heinz can pay down its $29B debt and maintain its $2B dividend
  2 March 2020  ·  Breweries Europe FMCG
  Kraft Heinz issued a press release on their Q4 earnings on February 13th. Kraft Heinz pays an annual dividend of approximately $500M and has debt of approximately $29B. Is Kraft Heinz able to maintain the current dividend while paying down the debt? CFO Paulo Basilio had the following comments on th
• AB InBev continues to deleverage and offers value
  2 March 2020  ·  AB Inbev ABI.BR beer
  AB InBev ($BUD, $ABI.BR) issued a press release on their Q4 earnings on February 27th.
• Novo Nordisk poised to fire on all new GLP1 cylinders following the fourth quarter of 2019, but shares fairly valued
  8 February 2020  ·  Diabetes Eli Lilly LLY
  The revenue from anti-diabetic drugs in the US is flat across companies such as Novo Nordisk, Eli Lilly, Merck and Sanofi despite the growth of Ozempic ® due to declining sales of Lantus ® (insulin glargine from Sanofi), Victoza ® (GLP1 liraglutide from Novo Nordisk), Levemir ® (insulin detemir from
• European earnings calendar
  15 January 2020  ·  Denmark EU Europe
  The earnings season in the US has kicked off with earnings from the banks JP Morgan ($JPM) and Wells Fargo ($WFC). Below are the earnings date for selected European and Nordic publicly listed companies. The companies are mostly constituents of the indices EURO STOXX 50®, STOXX® Europe 50 and OMX Nor
• Diabetes and the third quarter of 2019
  2 November 2019  ·  Diabetes Eli Lilly Europe
  Novo Nordisk and Eli Lilly have both reported their Q3 results. Below are some of the headlines related to their diabetes business.
• AB InBev increases prices in South Korea and Brazil and sees volume decline
  25 October 2019  ·  AB Inbev ABI.BR beer
  AB InBev issued a press release on their quarterly results before the market opened.
• European earnings calendar
  5 October 2019  ·  2019Q3 earnings Europe
  Three important indexes in Europe are the STOXX Europe 50 for Europe and the EURO STOXX 50 for the Eurozone and the S&P 350 Europe .