Keailv
345 posts


$NVO is just one Trump post away from reaching ATH
GIF
Aktieland 🇩🇰@Aktieland
There has been plenty of hype around the @POTUS $LLY's shares. Now @DonaldJTrumpJr turns up meeting $NVO in Denmark. Maybe he just wanted a tour. Or maybe he's gone all-in on Novo and started a family feud. 😄 The Trump obesity trade: Dad owns $LLY. Junior buys $NVO.
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@JacobCordosa @Redpulse_News I see, it’s about Greenland, all makes sense now. So $NVO will keep tanking until this happen:

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@keailv @Redpulse_News The market is mainly institutions. And they have a new boss who hates Denmark.
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@JacobCordosa @Redpulse_News lol! It really needs to be study that why the market hates Novo so much
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@keailv @Redpulse_News I see things 😄
Novo partnered with Nvidia and later OpenAI. The market:
That must be because they can’t innovate themselves. BAD!
Lilly partners with Nvidia. The market:
OMG Lilly is an AI investment! They’re going to save the world! GOOD!


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@JacobCordosa @Redpulse_News Can’t hold my laughter every time, couldn’t put it better man🤣
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Goldman Hikes Obesity Drug Market Forecast As Oral GLP-1s Go Mass Market zerohedge.com/medical/goldma…
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Per Hansen from Nordnet believes ADA 2026 did not deliver any major surprises for $NVO , while $LLY once again managed to capture most of the positive attention.
According to Per Hansen, the conference was dominated by additional data from already known studies rather than breakthrough news. One of the biggest disappointments was Boehringer Ingelheim's survodutide, where side effects and patient discontinuations raised concerns.
He argues that Eli Lilly continues to excel at creating positive momentum around its pipeline, even without major new announcements. At the same time, Novo arguably delivered the strongest commercial news of the conference by announcing that Oral Wegovy has surpassed 3 million U.S. prescriptions in just five months.
Per Hansen believes Novo currently has the stronger obesity pill in terms of weight loss and side effects, while Lilly's main selling point is convenience. He also suggests that many analysts favor Lilly because many are based in the U.S., where convenience often carries significant weight.
Finally, he notes that earnings estimates for Novo have recently stabilized and even started to move slightly higher, likely reflecting strong Oral Wegovy sales and the upcoming European launch. However, the share price has yet to follow. In his view, Novo still has significant work ahead to convince investors that its pipeline is competitive and that growth is returning, making investor communication and confidence in the pipeline critical going forward.
LInk to post (in Danish): proinvestor.com/boards/132676/
#stocks #Investing
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@theFInvestor @HatedMoats Nothing is bullish. 3% corporate tax cut in Denmark isn’t bullish either. Most succesful pharma launch is definitely NOT bullish. Higher adoption rates for Novo’s pill than Lilly? Meh. Need more data. Global Glp-1 market forecast raised! Novo’s sales forecast cut the same day.

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No more good news please, $NVO couldn’t take another hit.
The Wall Street Journal@WSJ
The Danish drugmaker said the pill hit one million prescriptions 12 weeks after reaching U.S. pharmacies and online providers, and reached a further two million prescriptions in the following 10 weeks. on.wsj.com/43hoR8H
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@robunhedged Yes, patience is key 🤛. I started buying since February, and will hold as long as it takes. It’s heavily undervalued no doubt.
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@keailv Haha very true, I've been holding coming up to a year now so I understand the dynamics. We just have to be patient and the rewards will come. 👌
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$NVO weekend update:
This weekend we learned a few things.
- Wegovy pill has now surpassed 3 million prescriptions since launch, outpacing analyst expectations by a large margin.
- Early oral GLP-1 momentum definitely favouring Novo. $LLY oral competitor is live, but so far Wegovy pill seems to be dominating the prescription race.
- Zenagamtide looks strong. The dropout numbers were ugly, but the debate is whether this was more about rigid trial design than the drug itself.
- Despite the tolerability concern, efficacy was strong: up to 14.6% weight loss in T2D patients, alongside meaningful HbA1c reduction. Novo moving it into Phase 3 suggests they still see it as commercially viable.
The question now...
Does $NVO finally start to re-rate this week, or does the market still refuse to believe the turnaround story?

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Actually smart summon messed up big time for me today. Ran straight into a pillar next to my parking space and scraped/dented my car. Likely will be $$$ to fix. Beware using smart summon anywhere next to pillars :(
I honked the horn to save the crash record so will try to see if I have it on film. Totally forgot to take a picture at the time.. was more worried about getting out of the situation without damaging my falcon door.
@JCChristopher @DillonLoomis @herbertong @thejefflutz

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@investseekers Thanks for the good news, there will be another 2% down on Monday 🥲
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$NVO announced that Oral Wegovy has surpassed 3 million prescriptions in the U.S. since its launch on January 5, making it one of the strongest pharmaceutical launches by volume on record.
Key points:
• More than 3 million prescriptions have been filled in just over five months, or roughly one every five seconds
• The first 1 million prescriptions were reached in 12 weeks, while the next 2 million were added in only 10 weeks
• More than 80% of new Oral Wegovy prescriptions are for patients who are new to GLP-1 therapy, suggesting the pill is expanding the obesity market rather than replacing existing treatments
• Novo Nordisk plans to begin launching Oral Wegovy outside the U.S. in H2 2026, following its recent approval in the UAE
Link to press release: novonordisk-us.com/media/news-arc…
#stocks #investingfacts
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