Chethan

@FGeorgson @investseekers Never

@investseekers Bro when is nvo getting back to 100 dollars

$NVO Walgreens is entering the self-pay GLP-1 market with a new virtual weight management clinic. For $49 per visit (no subscription), eligible adults in 28 states can access licensed providers who may prescribe FDA-approved GLP-1s, with ongoing virtual follow-up. Through its Rx Savings Finder, Walgreens will offer Wegovy at reduced cash prices, starting at $149/month for tablets and $199 for injectables. With most large employers still not covering GLP-1s for weight loss, retail and direct-to-consumer channels continue to expand. Link to article: fiercehealthcare.com/health-tech/wa… #StocksToWatch #investing

@pennystockabe @TacticzH What if it's negative growth?

@TacticzH Novo makes $3.6 per share eps or $4.2 FCF/share. 10 years no growth thats $42 in stock value. Novo has $7 per share in book value (cash, mfg. plants, labs, equipment, patents, etc.) That means the stock is worth $50 ASSUMING NO GROWTH. 23% VS 25% EVERYONE CHILL OUT. $NVO

$NVO - This would be a terrible scenario Goldman Sachs and Barclays see no growth in Novo Nordisk until 2028. Barclays, for example, estimates that the pharmaceutical group's revenue will fall by 6% in 2027 to DKK 288.1b from DKK 307b, which is the estimate for 2026.

@investseekers @Iam__prabhakar Why are you bullish? Don't you think it will go to 20$?

@Iam__prabhakar I'm still 22% in cash. So I will buy daily as long as it drops.

I bought more $NVO shares at the market open at DKK 243. #stocks #investing

@TacticzH Is it another drug?

🚨 BREAKING - $NVO's Triple agonist UBT251 delivers up to 19.7% mean weight loss after 24 weeks in phase 2 trial in China. UBT251 appeared to have a safe and well-tolerated profile consistent with incretin-based therapies. UBT251 for 12 weeks achieved an average weight reduction of 15.1%, so this is a 4.6% extra. This may not seem like a lot, but loosing more than 20% of weight in such a short period is not easy, and arguably also not healthy. I believe this is actually quite a good result, although I believe expectations might have been even higher beforehand.

@TacticzH @meeijer What if the competitors bring one to the market?

@meeijer This oral pill will have a long run-way and I think eventually it will take up a very large share of the market. How big, remains to be seen. But it's just way more convenient to take in then the injection.

🚨JUST IN: $NVO EVP SAYS ORAL GLP-1 PILL COULD BE ONE-THIRD OR MORE OF GLOBAL OBESITY MARKET BY 2030 "In our first assumption, injectables dominated the market and pills played a smaller role,” he added. TD Cowen analysts last year estimated that the pills will account for a mid-teens percentage share of global obesity drug sales by 2030, a market that could total $150 billion by then. In short, ORAL GLP-1 TAM MUCH LARGER THAN INITIALLY ANTICIPATED Friendly reminder: $NVO trades at a P/E of just 16…

@TacticzH Why is everyone freaking out when they can easily increase the dose?. 15mg vs 2.4mg

$NVO- My quick thoughts on the disappointing Cagrisema resulsts. So, first of all, bad approach by $NVO. Novo initiated this H2H-trial, and well, here is is the result. They PAID for this. Ai ai ai. Why even do this to themselves. I'm sure they expected something better, but still. Secondly, this is not something new and groundbreaking. Cagrisema's results have been lackluster for a while, and this is just another confirmation that it's simply not as competitive as hoped. Still the 23% weightloss is nothing to sneeze about. To make Cagrisema even slightly worthwhile, my hopes are now on the higher dose. High-dose CagriSema 2.4 mg/7.2 mg, is planned to be initiated in the second half of 2026. Approval likely in early 2027. Worrisome is also the lack of transparency on the safety data here, indicating that it might be inferior to Tirzepatide on that front as well. Overall, this is not great. Let's not sugarcoat it. But, I don't think Cagrisema was ever the ace in the hole for Novo anyway. The new way forward is oral pills. So let's hope $NVO can continue to do well there. Thoughts?

@WisemanCap Great analysts

$MSFT gets downgraded to Hold at Stifel PT to $392

@WisemanCap Can Microsoft sell their stake?

Amazon Discusses Investing as Much as $50 Billion in OpenAI, Sources Say -- WSJ Amazon CEO Andy Jassy Directly Involved in Amazon's Funding Negotiations With OpenAI ChatGPT-Maker Seeking to Raise Up to $100 Billion In New Round

@cperruna I think that the VGT under perform

Can these ETFs continue to perform over the next 10 years? Past 10 years: $VGT +642% $QQQ +484% $VOO +288% $VTI +269% Name & Expense Ratio: Vanguard Information Technology Index Fd ETF, 0.09% Invesco QQQ Trust, Series 1, 0.20% Vanguard S&P 500 ETF, 0.03% Vanguard Total Stock Market Index Fund ETF, 0.03%

@charliebilello How is it 4% inflation?

All it took was a 5% pullback in the S&P 500 to set the plunge protection team in motion. It's a stock market that's become addicted to easy money. With inflation where it is (4%/year over last 5 years) the Fed should be hiking rates, not cutting. They have lost all credibility.

@garyblack00 Agree

@wisemancap Who is still following those analysts 🤔

$NVDA Buy Nvidia stock into this week’s earnings report: Evercore ISI Evercore ISI expects Nvidia to deliver a “beat/raise quarter,” citing channel checks showing that GB200 and GB300 availability has greatly improved yet demand still outstrips supply.

@Barchart Keep projecting

Projected Return for U.S. Large Cap Growth Stocks is -1.1% over the next decade 🚨 Damn that's bad 😂

@Beth_Kindig Projecting🤣

Oracle $ORCL is projecting $20 billion in AI-powered database and AI platform revenue by 2030, up more than 8x from $2.4 billion in fiscal 2025. $MSFT $AMZN $GOOG

@cperruna Is it billions yet?

$ELF - $145.07 or +83% since May 21st Holding Shares

@KreizJordy @FromValue Invest in Google and get many more companies

So by investing in $NVDA i am taking stake in… $CRWV $NBIS $ARM OpenAI xAI Literally the best ETF I could ask for 😋

@FromValue Now, openai is killing Amazon🤣

I see so many opinions based on headlines. That is my opportunity., 😉

@BigBullCap Crazy bad earnings also

$NVO Crazy drop

@stocktalkweekly Longterm?

Year-to-date performance: +135.47% vs. +6.75% for S&P-500 All 23 stocks in the portfolio are green today..

@joecarlsonshow U forgot that the 80% of the google net profit is from search

You hear loudly about every single challenger to Google search and AI. They occupy the news day in and day out. What you don’t hear about every day is the new customers and volume growth of Google Cloud and the millions of videos being uploaded YouTube, the millions of people signing up for YouTube premium. And how YouTube is taking over the TV. If you aren’t careful you could forget Google even owns this stuff.