Novo Nordisk (NVO) CEO says Trump administration's straightforward approach has made deal-making easier, via JP Morgan conference

Novo Nordisk's CEO highlighted how the Trump administration's straightforward deal-making approach simplifies negotiations in the pharmaceutical sector.

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US sells USD 58bln of 3-year notes; stops through 0.1bps

European Closes: Euro Stoxx 50 +0.32% at 6,017, Dax 40 +0.54% at 25,398, FTSE 100 +0.16% at 10,141, CAC 40 -0.04% at 8,359, FTSE MIB +0.03% at 45,732, IBEX 35 +0.14% at 17,674, PSI -0.31% at 8,494, SMI +0.02% at 13,425, AEX +0.54% at 994.

Novo Nordisk (NVO) CEO says Trump administration's straightforward approach has made deal-making easier, via JP Morgan conference

Apple (AAPL) and Google (GOOGL) confirm they have entered into a multi-year deal where next generation of Apple Foundation models will be based on Google's Gemini models

Biogen (BIIB) receives European Commission approval for high dose regimen of Spinraza (Nusinersen) for spinal muscular atrophy

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  • Still fighting against compounded versions of Wegovy. 
  • Compounders of GLP-1 drugs read the consumer better than the pharma industry did, compounders of GLP-1 may have 1.5ln patients in the US. 
Context

This context could indicate a more favorable environment for M&A in healthcare, potentially impacting sentiment toward related equities and affecting currency flows, especially as the company navigates challenges in its GLP-1 drug segment.

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