Farmas USA

Ayer aprovechando que PRAX caía por la noticia de la FDA con QURE, empece la posicion en PRAX a 168
Por la misma razón tengo orden de compra puesta en CLPT si llega a niveles pre run up
Si veo buen precio valorando entrada en IMCR
QURE hasta que la FDA no se aclare no la tocaría (no posicion)
Ciao

https://stocktwits.com/news-articles/markets/equity/novo-nordisk-q3-preview-analysts-see-profit-drop-as-obesity-market-cools-pfizer-tensions-rise/cL28EoCR3C8

y volvemos de nuevo ...

ya veo que ayer SRPT se comio un -40%
hoy le toca a CLOV, -20% en AH
 😕 

 

 

https://money.usnews.com/investing/news/articles/2025-11-05/novo-nordisk-strikes-us-medicare-price-deal

LONDON (Reuters) -Novo Nordisk said on Wednesday it had agreed a price under the U.S. Medicare scheme for semaglutide, the active ingredient in its key drugs Ozempic and Wegovy, in a deal that some analysts said sounded less onerous than feared.

The U.S. Inflation Reduction Act requires pharmaceutical companies to negotiate drug prices with the Medicare health insurance programme, which covers more than 60 million people.

The price will take effect in 2027. The announcement came alongside Novo's third-quarter earnings and a cut to its 2025 financial guidance for the fourth time this year.

y así amanecemos ...

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