Carsten Knudsen

speaker

8 appearances 1 recordings 1 series first heard Feb 2026 last heard 4 Feb

Carsten Knudsen’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Feb 2026 with 1.

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Marketplace All-in-One · A Novo Nordisk stock tumble · 4 Feb 2026 podcast

I'm going to ask you first about the cheaper versions of semaglutide.

It's going to start appearing in markets like India and China this year.

So how much of your international revenue is realistically at risk from generics over the next two to three years?

I guess if patients can buy much cheaper versions of Ozempic or Wegovi, why should they stay with Novo?

Yeah, let's talk a bit more about pricing.

You've cut prices in the US and that's to expand access, isn't it?

But it is hitting profits.

So how much further can prices realistically fall before the economics stop working for you?

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