Accumulation Zone

$NVO $LLY $HIMS 🚨 BREAKING: Simple Online Healthcare already has more than 55K people on its waitlist for the Wegovy pill - Simple Online is of the larger online pharmacies selling weight-loss drugs in the UK - They estimate oral GLP-1s could reach 120K+ UK patients within the first 3 mo of launch - And expect 80%+ of patients to be entirely new to weight-loss meds

$NVO $LLY $HIMS 🚨 BREAKING: Simple Online Healthcare already has more than 55K people on its waitlist for the Wegovy pill - Simple Online is of the larger online pharmacies selling weight-loss drugs in the UK - They estimate oral GLP-1s could reach 120K+ UK patients within the first 3 mo of launch - And expect 80%+ of patients to be entirely new to weight-loss meds

9 more shares of $NVO ✅ For me, this is a calculated asymmetric risk. At current valuations, I believe the upside over the next few years outweighs the downside. The majority of my portfolio remains in globally diversified funds, but as a doctor, I struggle to ignore what Novo has built across obesity and type 2 diabetes. This is why I’m gradually building a satellite position. A key part of my thesis is that the obesity TAM continues to expand. A growing market creates more opportunities for Novo’s therapies to reach patients. From a clinical perspective, I’ve already seen Novo successfully execute this playbook before. Every day, I prescribe and use Novo insulin products for patients with diabetes. The company has already demonstrated its ability to achieve massive volume expansion within diabetes care. I believe there is a reasonable chance the same infrastructure, expertise and commercial execution can be applied to its obesity franchise. Reasons for my optimism: • Expectations are currently low • Wegovy has already surpassed 3 million prescriptions • Further international expansion remains ahead • Next-generation assets such as CagriSema and Amycretin add additional growth opportunities • Manufacturing, distribution and commercial infrastructure are already established • The obesity market itself continues to grow If management executes well and patient volumes continue to expand, I believe EPS growth over the coming years could surprise many investors. The market seems focused on today’s challenges. I’m more interested in where Novo could be in 3–5 years. I genuinely can’t believe the opportunity the market has presented here.

🚨 BREAKING: WEGOVY PILL APPROVED IN THE U.K. WILL BE AVAILABLE WITHIN WEEKS FIRST GLP-1 PILL APPROVED IN THE U.K. $NVO $LLY $HIMS