Daniel Chock

$CELH I’m so close to buying 👀 Down over 35% since the post below and now only ~4% away from the buy zone Support at the 0.786 Fib in the $30s is a great buy Primary Wave 3 target: +389% 🚀

2/ $HIMS looks like yet another nice swing trade here. A massive PEG like candle following the $NVO news and riding the line since then. Once we see turn around in the market, this will run to 35 which is almost 35% from here.

$ORCL Idea shared May 8 185 moved 210%🚀

NOVO NORDISK $NVO Q1’26 EARNINGS HIGHLIGHTS 🔹 Net Sales: $15.2B (Est. $11.2B) 🟢; +32% at CER 🔹 Gross Margin: 85.9% (Est. 81.3%) 🟢 🔹 Oper Profit: $9.4B (Est. $5.0B) 🟢; +65% at CER Raised FY26 Guide: 🔹 Adj Sales: -4% to -12% at CER; prior -5% to -13% 🟢 🔹 Adj Operating Profit Growth: -4% to -12% at CER Segments: 🔹 Ozempic: $4.4B (Est. $4.1B) 🟢 🔹 Obesity Care Sales: $3.3B (Est. $3.0B) 🟢; +22% at CER 🔹 Wegovy Pill sales: $354M (Est. $182M) 🟢 Other Metrics: 🔹 Adj Net Sales: $11.0B; -4% at CER 🔹 Adj Operating Profit: $5.2B; -6% at CER 🔹 Wegovy Pill Q1 Prescriptions: Around 1.3M 🔹 Wegovy Pill Total Prescriptions Since Launch: More than 2M 🔹 Wegovy Pill Weekly Prescriptions: Exceeded 200,000 for week ending April 17 🔹 Wegovy Pill Users: More than 1M patients since January launch 🔹 Wegovy HD: Approved by FDA in March and launched in US on April 7 🔹 Wegovy HD STEP UP Trial: 20.7% mean weight loss 🔹 Awiqli: Approved by FDA as first-ever once-weekly basal insulin for type 2 diabetes 🔹 Etavopivat: Met both co-primary endpoints in HIBISCUS phase 3 trial Financials: 🔹 Reported Operating Profit: $9.4B; +65% at CER 🔹 Adjusted Operating Profit: $5.2B; -6% at CER 🔹 340B Provision Reversal: $4.2B non-recurring impact Commentary: 🔸 “Wegovy® is driving a strong start to 2026 for Novo Nordisk, led by the rapid adoption of Wegovy® pill - the most efficacious GLP-1 tablet now used by more than one million patients since its January launch.” 🔸 “As the global momentum behind peptide-based therapies accelerates, Wegovy® pill is defining a novel category as the only oral peptide for the treatment of obesity, setting a new benchmark for what patients and physicians can expect.” 🔸 “The strong Wegovy® performance, combined with continued growth in International Operations, has led us to raise our 2026 guidance for both adjusted sales and adjusted operating profit.” 🔸 “During the quarter, we also secured multiple approvals for Wegovy® HD, strengthening the Wegovy® portfolio, and enabling patients to achieve nearly 21% weight loss.”

$NVO is shaping up like a $UNH 2.0 type setup. Feels like one of those charts we’ll look back on and say “why didn’t we load more in the $30s when we had the chance?”

$NVO $NOVOB up, $LLY down: Evercore notes that the firm is "seeing something in the FDA adverse event database which has potential to create market confusion if not laid out with full background," namely that a case of hepatic failure has shown up commercially for Foundayo.