Novo Nordisk (CPSE:NOVO B) entered an exclusive license with Hengrui Pharma for a once-weekly oral GLP-1/GIP dual agonist. Phase 3 CagriSema data delivered new weight management clinical results that add another late-stage asset to Novo Nordisk's pipeline. The CHMP issued a positive opinion backing Sogroya for idiopathic short stature and supported FREHEMGO for hemophilia A patients. The Hengrui oral GLP-1/GIP deal and new trial wins tell only part of the Novo Nordisk story. We have also flagged 2 warning signs (1 major) for Novo Nordisk. For readers assessing treatment-related opportunities and looking for more ideas in adjacent areas, the next place to explore is 88 AI infrastructure stocks.
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