Divkraft

@stocktalkweekly I thought they didn't need any help

*PRESIDENT TRUMP THREATENED TO HALT WEAPONS SUPPORT FOR UKRAINE IF EUROPE DOES NOT JOIN THE COALITION TO REOPEN THE STRAIT OF HORMUZ - FINANCIAL TIMES

@ChrisG_XT @HatedMoats Folks who think ADBE is a good buy must believe IA will go away one day just like Covid lol

@HatedMoats They will need to change their subscription model brother. Way too much competition out there nowadays and only getting better. So much pressure on them

Not even funny anymore $ADBE, is it...

@MasalladelPER La gente está cansada de vendehumos y cantamañanas, sigue así

💥150 personas en el directo que loco. Y sin dar la cara😄 Gracias a todos como crece esto macho🚀🚀

@HatedMoats is it worse only in terms or tolerability but has better efficacy and convenience (doesn't require fasting), not to mention LLY can potentially price it lower (small molecules are much cheaper to manufacture)

@divkraft You mean the worse pill will "absolutely destroy" the better one? Sounds about right!

$NVO standing on the red light. Do you think the green light will come in 2026, 2027, or never?

@HatedMoats It will survive, probably. Yahoo, Kodak and others "survived" as well. It won't be as relevant though, their moat has weakeaned significally, it's a fact

$ADBE was founded in 1982. It survived the biggest technological revolution ever - widespread use of the internet, followed by the dot-com bubble. It survived transition to subscription based business model. What makes the bears believe it won't survive the AI revolution?

@NotGenentech @PersimmonTI I'm pretty sure patients dying from pancreatic cancer won't care much about diarrhea

@divkraft @PersimmonTI Diarrhea and skin tox will kill Daraxonrasib.

$RVMD approximately $36M going at the close, with large trading volume: .

@HatedMoats @RickyNeves Everyone can make GLP-1s nowadays, and there are better ones in development than what NVO currently has in their pipeline. Where is their moat exactly?

@RickyNeves No, it isn't. Crazy what sentiment does to people...

$NVO has the same stock price as 5 years ago because they're the Pepsi instead of the Coca Cola. Insane.

@HatedMoats I would say it is holding well then, it should be lower

@NotGenentech @PersimmonTI Their molecules are daraxonrasib knockoffs. Good luck showing superiority

@PersimmonTI Will be hilarious when a Chinese biotech posts superior 1L PDAC data.

@HatedMoats I'm afraid LLY's orfo will eat their lunch just like they did with Zepbound

You read stuff like this about $NVO and you're bearish?

@European_DGI They're an AI company now "...including the addition of new AI-enabled services" 🦾

Ahold Delhaize hikes dividend by 6% to €1.24 per share 👏🎉 Discl: long AD.AS

$NVO: no growth at PE 13 with 3.5% dividend or $PFE: no growth at PE 8 with 6.5% dividend. Difficult decision

@drrichjlaw LLY is falling more than PFE

$PFE & $NVO both losing weight in unintended ways today! $LLY $VKTX $XBI

Value investors' worst couple of weeks $NVO $PYPL $UNH

@princetongb @chiragontwtr Monthly vs weekly

@chiragontwtr Yes. IMHO.

Does $VKTX have a better drug than $PFE 's $10bn metsera thing ?

@ElMonoGran42994 @bioinvestor24 @semodough For example?

@bioinvestor24 @semodough Plenty of KRAS competition with drugs in dev that are on par or better than pan KRAS from RVMD. But 2-3 yrs first comer advantage is a reality. But does it justify an extreme mc valuation?

$RVMD JP polled 16 PDAC- focused oncologists who treat an average of 125 PDAC patients annually, and asked about their expectations for dara adoption in their practices Net-net, our poll points to a highly favorable set-up for RVMD’s opportunity in PDAC. ‘302’s win is likely going to uncover more than just the opportunity in 2L given the unmet needs and the lack of available options

$ABVX Could get ugly this week...

@PRVWatch visualping.io

@dividendology If you believe PFE's 2025 EPS guidance of $3, the payout is actually 60%, not 97%. Apart from that, good article. Thanks

Pfizer: Buyer Beware, The Risk Outweighs The Reward... seekingalpha.com/article/486438…