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@RockBolig

Engineer | Finance Enthusiast | Self-Made Millionaire 📈 Investing in tech, stocks & the future 💡 Turning ideas into wealth 🔎 Always learning, always growing

Katılım Nisan 2024
6 Takip Edilen545 Takipçiler
Laser-Cut
Laser-Cut@RockBolig·
$NVO $LLY The market mocked Novo for 18 months while Lilly was treated like the only winner in obesity. Now reality is hitting hard. Oral Wegovy is exploding in demand and scaling faster than analysts modeled. Higher dose Wegovy just delivered up to 27.7% weight loss with strong muscle preservation and massive fat reduction. Novo is no longer defending itself. It is attacking. And the scary part for competitors is that CagriSema (REDEFINE 11 will be a killer) and the next generation pipeline are still coming. This company generates billions in profit, dominates globally, owns the strongest obesity ecosystem on earth and trades like a broken business. The bear case is dying in real time. $NVO will not stay at these levels for long. Time to buy with both hands.
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Evan | Investments
Evan | Investments@NotA_Bull·
What is the number ONE stock you are planning to buy when the market opens tomorrow?
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Laser-Cut
Laser-Cut@RockBolig·
$NVO $LLY $NVO oral Wegovy is massively outperforming expectations. Symphony insured data now shows 90.5k weekly prescriptions by week 17, while Novo’s internal all-channel data already reached ~207k weekly TRx by week 15. That implies annualized run-rate revenue already tracking toward multi-billion dollars in 2026, far above what analysts originally modeled for oral semaglutide. The market thought Lilly’s Foundayo would dominate. Instead, Wegovy pill is scaling faster, with better efficacy, cardiovascular benefits, stronger tolerability and a massive commercial lead. Novo is also set to launch oral Wegovy across Europe, the UK and internationally in the second half, opening another massive revenue wave. I would not be surprised if Novo captures over 50% of the global obesity market. At this pace, even Novo’s current negative guidance could realistically turn positive by year end. I repeat: $NVO is a $100 stock.
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Laser-Cut@RockBolig·
$NVO $LLY Wegovy Pill sales: $354M (Est. $182M) Enough said! Novo is 100$ stock!
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Laser-Cut@RockBolig·
$NVO $LLY Great quarter and what really matters is the raised guidance. Week after week, Wegovy will destroy dangerous and overhyped Foundayo!! We’re going to $60 now!!
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Laser-Cut
Laser-Cut@RockBolig·
$NVO WEGOVY prescriptions over 2 million!! Wow!!
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Laser-Cut@RockBolig·
$NVO @maziardoustdar Novo Nordisk Momentum is Unstoppable The wind is firmly in the sails for Novo Nordisk, and it’s time for management to start acting like it. Despite the noise, the fundamentals and recent wins are stacking up in a way that makes anything less than bullish guidance feel like a missed opportunity. The Winning Streak • Superior Pipeline Performance: With high-dose injectables clearing regulatory hurdles in the US and Europe, Wegovy is going head-to-head against Lilly’s Zepbound and holding its ground. • Expanding Indications: The NHS approval of Wegovy for cardiovascular disease—in addition to obesity—opens a massive, life-saving market segment in the UK. • Dominating Diabetes & Beyond: From the success of once-weekly injectables to the imminent arrival of high-dose oral options, Novo is providing the flexibility patients actually want. • Market Share Rebound: The numbers don't lie. Novo’s US market share in the incretin space grew from 39.1% in Q4 2025 to 39.4% in Q1 2026. While small, it shows a reversal of the downward trend and a direct challenge to Lilly’s current lead. Demand is Sky-High Oral Wegovy isn't just a "launch"—it’s a phenomenon. It is shattering the expectations of Wall Street analysts and even internal projections. The clinical results for Novo’s portfolio continue to outperform inferior and highly dangerous "Foundayo," proving that Novo’s pill is both more effective and safe A Message to Novo Management Eli Lilly has already stepped up and raised their guidance confidently. It would be a massive disservice to shareholders for Novo’s CEO and CFO to remain "overly conservative" with negative growth projections of -5% to -13%. With the oral Wegovy approval in Europe on the horizon and a strengthening market position, there is no excuse for a defensive tone. We need leadership that matches the strength of the product. It’s time to stop sandbagging and start leading. The future is Novo. @maziardoustdar Let’s see the guidance reflect that.
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FollowTheFilings
FollowTheFilings@fdzmurillo·
A note for fellow $NVO shareholders before Tuesday. The fundamentals have never been stronger. 100K+ oral scripts per week. Wegovy HD launched. Injectable parity with Zepbound. SNAC monopoly until 2040. Foundayo struggling at 3,707 Week 2. Compounders dying. Medicare opening 25M seniors. But strong fundamentals don't guarantee strong guidance. And here's why you should temper your expectations for May 6. Novo has every reason to be conservative right now. Politically: Trump just made GLP-1 pricing his personal project. He's talking about it at dinners, on C-SPAN, in executive orders. This is not the moment for a Danish pharma company to announce record profits on American patients. The optics matter. Financially: the buyback program is 84% unexecuted. DKK 12.6 billion left to deploy. Every krone the stock stays low, the buyback destroys more shares. Management buying at DKK 280 instead of DKK 400 is a 30% efficiency gain for long-term shareholders. Strategically: the new CEO took over during a crisis. His career incentive is to set the bar low now and beat it for the next 3-5 years. A CEO who inherits -13% guidance and delivers +10% growth is a hero. A CEO who guides +15% and delivers +12% is a disappointment. Same company. Same results. Different narrative. Competitively: the FDA is already doing the work against Foundayo with DILI requirements. Novo doesn't need to spike the football. Quiet confidence while the competitor struggles is the optimal strategy. What I expect Tuesday: Guidance narrows from -5% to -13% to something like -3% to -8%. Modest improvement. "Encouraged by early oral uptake but maintaining cautious outlook given pricing dynamics." Conservative language. No celebration. Wegovy pill data will be "in line" or "encouraging." Not "blowout." Even if it IS a blowout. The stock might dip on "disappointing" guidance. That's not a sell signal. That's the management doing exactly what their incentives tell them to do. The prescription data is public. Weekly. Verifiable. It doesn't depend on what the CEO says on an earnings call. 100K+ scripts per week is 100K+ whether the guidance says -8% or +8%. Don't trade the earnings call. Trade the fundamentals. The data is screaming. The management will whisper. On purpose. Patience. $NVO #GLP1 #SNAC #Wegovy
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Joel
Joel@growthrapidly·
What’s one stock you’re quietly accumulating that most people are still sleeping on? 👀
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Joel
Joel@growthrapidly·
In 2 years, which stocks will people wish they bought today? 👀
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Laser-Cut
Laser-Cut@RockBolig·
$NVO $LLY While all the hype was around Lilly’s Foundayo launch, the data is telling a different story. Oral Wegovy prescriptions keep rising week after week jumping from 79,854 to 87,186 in the latest week, a strong re-acceleration. Even with Foundayo available, demand keeps building. Higher efficacy and better tolerability are winning. Wegovy is on track for $2.5B+ sales, well above analyst estimates. Novo stock is a steal and will hit $80 within 18 months.
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Investseekers
Investseekers@investseekers·
“Split up $NVO .” Leadership expert and “Inside Wegovy” author Tune Hein suggests Novo Nordisk could consider a split to address current challenges. He argues Novo is trying to run three very different businesses in one company: core pharma (diabetes & cardiovascular), weight loss, and rare diseases. Says this creates complexity in strategy, marketing, and operations, as each area requires a very different approach. Link to article (in Danish): borsen.dk/nyheder/podcas… #stocks #Investing
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Laser-Cut@RockBolig·
$NVO $LLY It is not just oral Wegovy showing stronger efficacy and better tolerability. Now new data shows semaglutide also preserves lean body mass better than tirzepatide. 1027wbow.com/2026/04/16/nov… Meanwhile Foundayo is already under scrutiny for liver safety. Better quality weight loss ALWAYS wins. Novo’s pipeline is stronger and the tide is turning. $NVO to 100$
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Laser-Cut@RockBolig·
$NVO $LLY Week 1 tells you everything: Foundayo 1,390 vs Wegovy 3,071 right out of the gate. Inferior drug + liver concerns vs proven benefits. Wegovy will dominate 2–3x estimated volumes coming. $NVO will rebound!!
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Laser-Cut
Laser-Cut@RockBolig·
$NVO $LLY Foundayo under FDA investigation for liver issues, while Wegovy has proven cardiovascular + fatty liver benefits. Efficacy: ~11% vs ~16%. Same price. You’d have to be a big fool to choose Foundayo.
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Laser-Cut
Laser-Cut@RockBolig·
$NVO $LLY Buy NVO! FDA requires Eli Lilly to run post-market safety trials on Foundayo (orforglipron) for liver, heart, stomach, and lactation risks potential overhang;
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Cole Grinde
Cole Grinde@GrindeOptions·
In 8 months: 👇 1. $TSLA will be at $600. 2. $IREN will be at $75. 3. $SOFI will be at $45. 4. $HOOD will be at $120. 5. $NVDA will be at $210. 6. $AMZN will be at $275. 7. $LMND will be at $100. 8. $COST will be at $1,100. 9. $META will be at $850. 10. $RKLB will be at $110. Focus on the long term!
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The Long Investor
The Long Investor@TheLongInvest·
A reminder that $NVO's Dividend Yield is +5% right now while sitting on its 200 Monthly MA.
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Laser-Cut
Laser-Cut@RockBolig·
$NVO $LLY Wegovy has the first-mover advantage and is already breaking records in adoption. Inferior orforglipron won’t keep up. I expect Wegovy to capture ~75% global market share.
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