Trader_TX

@dma0040 I guess we will see on Wednesday

Consensus expects $NVO to report Q2 revenue of DKK 71.3B and adjusted EBIT of DKK 28.7B when it reports earnings on Wednesday. Analysts expect continued weakness in the diabetes franchise, with Ozempic sales of DKK 26.7B, down from DKK 30.5B a year ago, and Rybelsus sales of DKK 4.7B versus DKK 5.6B. Obesity is expected to remain the bright spot. Analysts forecast Wegovy sales of DKK 19.1B, while Oral Wegovy is expected to contribute another DKK 3.3B in just its second reported quarter.

@VJNCapital I like this list.

The best way to get rich is to buy great companies when everyone else is selling Here are 14 high-quality stocks that are in a drawdown 1/14 $NFLX

@investseekers Everybody makes mistakes with investments. This sell could be one of those.

Fundsmith's Terry Smith has sold his $NVO position, according to the firm's semi annual letter to investors. Explaining the decision, he wrote: "Novo Nordisk parlayed a market leading position in the biggest drug discovery in decades into an investment disaster." #stocks #Investing

@AlphaOwlTrading Even if you had chosen to, you wouldn't have lasted this long.😃

$10K IN $NVDA 1 YEAR AGO BECOMES $14,482 $10K IN $MU 1 YEAR AGO BECOMES $93,087 $10K IN $SNDK 1 YEAR AGO BECOMES $468,629 I CHOSE $NVDA:

@HatedMoats Good thing is that they have many patents. Even though there is data leak, someone can’t just copy and create a drug and sell it.

🚨 NOVO NORDISK DATA BREACH exactly what the doctor ordered... jesus this company cant take a break can it? Best part: +2.50% pre-market $NVO

@JaguarAnalytics Where is the drink?

Hello from Aruba! 🇦🇼

@keailv @investseekers I think all Novo investors are habituated to this.

@investseekers Thanks for the good news, there will be another 2% down on Monday 🥲

$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

@TheSonOfWalkley This move might be useful for spacex but honestly Tesla never benefit out of this. Keeping both separate easy to manage.

BREAKING: ELON MUSK CONSIDERS MERGING $TSLA AND SPACEX AFTER IPO, per CNBC 👀 It’s happening !

@steady_profits @babyfolio Same here but I believe I will go higher in a long run.

@babyfolio You're not wrong. I look at $NVO every day in my portfolio going absolutely nowhere, and wonder whether I should sell or not.

I don’t get why people insist on fighting the trend by loading up on SaaS / Healthcare / Fintech. I see so many still posting about them. Not saying those sectors can’t work. There are definitely quality SaaS names that are unjustifiably beaten down, I’m just not interested in trying to catch them here. I want strong sector momentum behind my investments, and right now these sectors simply don’t have it. Retail favorites like $SOFI and $ZETA are still down YTD, and some of these names have been dead money for years despite all the hype. Trust me, I know the pain personally too. (Thanks $TSLA.) Could they eventually do well? Absolutely. But if you’re looking for outsized returns, weak sector sentiment is usually not where the biggest winners come from. My opinion: It’s completely okay to sell a stock even if you still believe in the company. Opportunity cost is REAL, and sitting in dead money while other sectors run can hurt more than taking the loss.

@fammetaX 😂

This time last year: $CIFR — $2.33. Now $21.16 $OPEN — $0.93. Now $4.79 $ONDS — $0.86. Now $9.24 $LMND — $26.92. Now $54.73 $QBTS — $6.44. Now $24.20 $AMD — $88.29. Now $462.38 You were watching all of them. You bought none of them

@investseekers Love your updates.

For all of you who do not want to go back and read all the tweets from $NVO press conference, here is a short summary. I will also live update from the earnings call later at 1 PM CET. Key takeaways from the press conference: • Management repeatedly highlighted the record launch of oral Wegovy in the US. More than 1 million patients had started treatment within the first 16 weeks. • Novo says it is seeing patients switch from competing products to oral Wegovy. Management also said anecdotally that they hear some switching from compounders. • On Eli Lilly’s Foundayo, Mike Doustdar said patients are choosing the pill with the best efficacy and added: “So far, so good.” • Novo sees no signs that patients are already stopping treatment with oral Wegovy. • Management described oral Wegovy as the strongest pharma launch in the US excluding vaccines over the past decades. • Novo believes it has found the right pricing “sweet spot” and says the strategy is not about taking market share, but expanding the obesity market. • Cash pay and online channels are becoming increasingly important. One year ago they represented ~10% of Novo’s obesity business. Today it is ~50%. • Management emphasized that lower prices are being offset by significantly higher volume growth. The global GLP-1 market is now growing ~30% by volume. • Novo remains very confident in CagriSema and says there are no changes to launch plans for early next year.

@investseekers Do you have link for this?

$NVO has just started its press conference following Q1 results. CEO Mike Doustdar highlighted the strong launch of oral Wegovy in the US: “It is no secret that Wegovy pill has had a record launch in the US.” He added that more than 1 million people have started treatment in just 16 weeks and said Novo is also seeing patients switch from competing products to oral Wegovy.

@StockSavvyShay Let’s go don’t fight it’s win win

$HIMS JUMPS ~35% AFTER ANNOUNCING A NEW PARTNERSHIP WITH $NVO

@kwankwa97767039 not sure. Nobody can predict the bottom, not even the biggest hedge funds.

@dma0040 I understand your point, the market always has surprises. Where do you think $NVO might bottom out?

$NVO = GENERATIONAL Down 26.74% YTD, and the correction may not be over yet. I expect $NVO to bottom within the $31 to $16 range. In my view, this represents a generational buy. I believe very few people can truly imagine how large pharma could become in the 10 to 20 years...

@StockChaser_ Buying shares without any fear. All bad news baked in my opinion.

$NVO OPPORTUNITY? = YES When fear is high and sentiment is low, that’s usually when long-term value starts to build

@NotJanetYellen7 @JaguarAnalytics Prepare for any outcome

@JaguarAnalytics Jag, what does this mean for Space stocks on Monday? Is my wife going to beat me?

Iran is 2.4x the size of Texas

@Trigger_Tradez I will wait for next addition. This play is for Spacex IPO, target mid of this year.

@dma0040 Same! Hoping to see 7s today

New addition to the portfolio 🚀 Everyone’s chasing the rocket launchers… I went with the company selling the hardware instead: $RDW — Redwire $1.4B market cap • Space infrastructure • Satellite components • Defense + lunar exposure If the space economy explodes this decade… The suppliers quietly make the most money. Hardware & infrastructure > rockets. Who’s the best space play right now?