NOVO - Wegovy Peak Sales now $25bn (BUY, TP DKK 1500)
In this note, we increase our Wegovy peak by $10bn following SELECT, include 70% a chance of Medicare reimbursement, include the IRA impact in 2027 on Wegovy, show that SELECT makes Wegovy value for money, increase Wegovy stay time, we expect Wegovy to be added to AHA guidelines & thus anti-obesity drugs to be legitimised and finally, we increase our PT to DKK1500. The inclusion of Medicare adds $9bn to our peak sales and we cut our US price per scrip by 60% by 2028. Our highly conservative assumptions are likely to be far exceeded.For access to the full note, please contact Naresh Chouhan ( )
Eli Lilly and Company discovers, develops, manufactures, and markets products in a single business segment: human pharmaceutical products. The company's human pharmaceutical products include: diabetes and other endocrinology products, immunology products, neuroscience products, oncology products, and other products. The company's diabetes and other endocrinology products include: Baqsimi? and Basaglar?. The company's immunology products include: Olumiant? and Taltz?. The company's neuroscience products include: Cymbalta? and Emgality?. The company's oncology products include: Alimta?, Cyramza?, Erbitux? and Verzenio?. The company's other products include: Cialis?.
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