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The Cryptic World of Oral Insulin, Novo Nordisk

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Oramed Pharmaceuticals to Discuss Positive Phase IIb Data at Investor Event and Conference Call on Monday, November 18th PR Newswire (US) - 11/14/2019 7:28:00 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 11/12/2019 7:04:56 AM
Oramed Announces Successful Phase IIb Study of Oral Insulin in Type 2 Diabetes PR Newswire (US) - 11/12/2019 7:00:00 AM
Securities Registration: Employee Benefit Plan (s-8) Edgar (US Regulatory) - 10/23/2019 4:36:39 PM
Oramed to Present at Ladenburg Thalmann 2019 Healthcare Conference PR Newswire (US) - 9/18/2019 8:38:00 AM
Oramed Announces Last Patient Treated in Pivotal Phase IIb Trial of Oral Insulin ORMD-0801 PR Newswire (US) - 9/17/2019 8:40:00 AM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 9/16/2019 6:09:08 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 9/16/2019 6:08:27 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 9/16/2019 6:07:48 PM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 9/16/2019 6:07:23 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 9/16/2019 6:07:15 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 9/16/2019 6:06:32 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 9/11/2019 5:18:02 PM
Prospectus Filed Pursuant to Rule 424(b)(5) (424b5) Edgar (US Regulatory) - 9/5/2019 4:49:41 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 9/5/2019 4:42:36 PM
Oramed to Present at Three Upcoming Conferences PR Newswire (US) - 9/3/2019 8:25:00 AM
Current Report Filing (8-k) Edgar (US Regulatory) - 8/21/2019 5:28:25 PM
Proxy Statement (definitive) (def 14a) Edgar (US Regulatory) - 8/6/2019 1:29:52 PM
Current Report Filing (8-k) Edgar (US Regulatory) - 7/29/2019 6:08:14 AM
Initial Statement of Beneficial Ownership (3) Edgar (US Regulatory) - 7/19/2019 12:12:05 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 7/18/2019 1:32:15 PM
Statement of Changes in Beneficial Ownership (4) Edgar (US Regulatory) - 7/15/2019 7:03:47 PM
Quarterly Report (10-q) Edgar (US Regulatory) - 7/10/2019 5:28:14 PM
Oramed to Present at World Diabetes Congress PR Newswire (US) - 7/10/2019 8:40:00 AM
Oramed Announces Xiaoming Gao Joins Board of Directors PR Newswire (US) - 7/2/2019 8:25:00 AM
nyctraydr   Thursday, 08/25/16 01:43:06 PM
Re: None
Post # of 520 
The Cryptic World of Oral Insulin, Novo Nordisk A/S (ADR) (NVO) vs Oramed Pharmaceuticals, Inc. (ORMP)

The problem with being at the top of one of the largest healthcare market niches in the world is extremely heightened expectations. The World Health Organization (WHO) estimates that the annual cost of diabetes to the world is $827 billion. That’s nearly one trillion dollars, every year, year in year out.

To be on the receiving end of some of that cost is obviously rewarding, and being the market leader even more so. But Novo Nordisk A/S (ADR) (NYSE:NVO), a – if not the – current market leader in diabetes, managed to disappoint investors despite beating on earnings, just because forward guidance wasn’t as stellar as the most bullish forecasts had hoped.

The stock has collapsed 16% since Thursday, quite a huge move for a megacap, especially one with an earnings beat.

But besides the Danish giant’s lackluster earnings headlines, there is something much more consequential bubbling under the surface than slightly lower forward guidance. Novo’s biggest bestseller is by far its injectible insulin product NovoLog. Combining all permutations of the drug including NovoRapid and NovoMix, sales amounted to almost DKK 32 billion, or $4.75 billion. As long as diabetes incidence continues to rise, and it has been as global sugar intake rises the world over, sales of injectible insulin will keep rising basically until national taxpayer-funded insurance schemes go broke. That is, unless a new and better formulation is finally developed. If an oral formulation is brought to market and is good enough to at least supplement subcutaneous insulin if not replace it, there could be some major shakeups

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