Replies to post #256276 on Biotech Values

[jbog]

It looks like Novo is outbidding Pfizer in the Metsera deal.

[DewDiligence]

NVO—(-9%)—fails phase-3 trials_of oral semaglutide in Alzheimer’s:

https://www.globenewswire.com/news-release/2025/11/24/3193328/0/en/Novo-Nordisk-A-S-Evoke-phase-3-trials-did-not-demonstrate-a-statistically-significant-reduction-in-Alzheimer-s-disease-progression.html

These were high-risk trials, of course, but NVO had already begun (legal) promotion of semaglutide for AD in case the trials panned out (https://www.truthaboutweight.global/global/en/obesity-and-your-brain.html ). This website is still active.