Reddit Posts
$NVO for ER run up on ATHs & low IV (reports Wednesday morning)
While the FSR and BOWL guys try to pump their flat tires, OMGA up 15% today
Congratulations to those who listened to me on CYTK. Ultra super duper RIP to shorts there. Rolled my profits into OMGA
Reminder that if you are a PTON, NVO, or LLY bull you have a duty as a shareholder to demotivate all the new people at the gym
$KO outperforms half of the Mag 7 in 2024 because of $NVO and $LLY
Except NVO has started a red revolution with my 105 calls, it's bad!
Mounjaro is more effective than Ozempic for weight loss in overweight and obese adults, real-world study says
Novo Nordisk Semaglutide/cardiovascular outcomes SELECT Trial Results (NVO + see also LLY)
Small account growth over October. SEDG, ENPH, LMT, SPY, NVO.
7 Diabetes and Weight Loss Drug Stocks With Big Potential
Wall Street hikes forecasts for anti-obesity drug sales to $100B and beyond.
I’m starting to learn how to invest in stocks, is my investing plan good?
Novo Nordisk buys hypertension drug in $1.3 Billion Deal
Eli Lilly stock hits new 52-week high amid Ozempic study news
NVO YOLO update - 21k to 70k. I sold some NVO and bought some LLY, details inside
Has $NVO made fat chicks with cute faces the most undervalued investment on the planet?
When do I see the other half of a 1:2 split in my brokerage account
What are your thoughts about Weight Watchers (WW)? I prescribe weight loss medications, and they are very good. WW could be primed.
Is this the end for Novo Nordisk? - $NVO
How does WSB like NVO (Novo Nordisk, makers of Ozempic)?
Is Novo Nordisk (NVO) going to develope anti-obesity semaglutide or put it on the shelf?
2023-04-25 Wrinkle Brain Plays - In the style of a Weather Girl
Why don’t I ever hear anyone talking about Novo Nordisk (NVO)? Huge growth over the last 5 years (268%)
What do you guys think about the high PEs of pharmaceuticals like NVO and LLY?
NVO has majority market share for obesity care which has TAM 50x from current market. Why are calls so cheap ? 20k YOLO inside
Kindly help me narrow down my healthcare stock picks (info in description)
Novo Nordisk to bring down insulin prices by up to 75% (NYSE:NVO)
New weight loss therapies can burden Medicare - experts (NYSE:NVO)
Wegovy CV risk reduction data in obesity could help both Novo Nordisk and Eli Lilly (NVO)
NVO -> 100x easier to lose weight than PTON, but 20x the cost
I had a weird feeling about this deal $NVO & buyout of $DRNA I might exercise my December put options. Anyone here in Dicerna?
Will $TAK or $NVO make a BO offer for $MIRM?
Fatties rejoice NVO has legal drugs to loose weight
Lots of fatties and NVO has a drug for it that just got approved by FDA, thoughts?
So there's a lot of fat people in USA and NVO has a drug for it which just got FDA green light, thoughts?
$NVO approved by FDA to sell anti-obesity drug! Could be a good one!
NVO just came out with a new anti-obesity drug that in clinical trials lowered participants body weight by 15% 💸
$NVO impact of fda approval of Ozempic for obesity?
Mentions
$NVO will open at $59 today
My Dec 27 NVO leaps will print?
The only semi I've been in this year is AMD, and that did well enough (ie: I made money). I'm fully out until the smoke clears on this. It very well could keep bulling, but could also faceplant. The risk in this sector is super high right now. I fully rotated into healthcare, I bought LEAPS on a few select overly beatdown companies (UNH at 240 & NVO at 51).
Buying both $LLY and $NVO is the way (even $VKTX if you want to go nuts). There’s easily enough market of fatties globally to support multiple winners and the sentiment/price got so beaten down that there’s really just one extremely unlikely way this trade fails, and that’s trump nuking this entire industry with absurd tariffs, which it seems from the Big Beautiful Bill he has no support at all from Congress on (they’re all completely bought off by the massive pharmaceutical lobby). Plus i think they’d just jack up prices on all the other smaller market countries like Germany vs ever reduce prices more than a token amount which they’ve already done on US consumers. Worst comes to worst they’ll tie it up in the courts and block for eternity Tl;dr hang in there through the small regulatory chop the next month or so and get rich, our ADD president has no patience or follow through and will move off this bullshit and onto the next shiny object soon enough at which point these rip to the moon again
What's happening with NVO?!
NVO gonna be green tomorrow 🚀 [https://www.cnbc.com/2025/09/01/wegovy-heart-disease-trial-gives-boost-to-novo-nordisk-amid-us-woes.html](https://www.cnbc.com/2025/09/01/wegovy-heart-disease-trial-gives-boost-to-novo-nordisk-amid-us-woes.html) [https://www.prnewswire.com/news-releases/novo-nordisks-wegovy-cuts-risk-of-heart-attack-stroke-or-death-by-57-compared-to-tirzepatide-in-real-world-study-of-people-with-obesity-and-cardiovascular-disease-302542590.html](https://www.prnewswire.com/news-releases/novo-nordisks-wegovy-cuts-risk-of-heart-attack-stroke-or-death-by-57-compared-to-tirzepatide-in-real-world-study-of-people-with-obesity-and-cardiovascular-disease-302542590.html)
NVO’s oral pill is a little more effective than LLY’s and ahead in terms of schedule. It will likely be approved later this year. The stock has been beat down too much. I held a bag and then bought more.
"this was not a randomized controlled trial" "The actual number of major adverse heart events was low for both drugs - 15, or 0.1%, of patients on Wegovy and 39, or 0.4%, of tirzepatide patients. The average follow-up duration was 3.8 months for the Wegovy group and 4.3 months for tirzepatide." Not a huge game changer tbh. Then there's the question as to whether the pill form even gets approved. And if it does, how effective is it. NVO might still be a good play, but the article is just noise imo
[Novo Nordisk's Wegovy cuts heart risk by 57% versus rival Lilly weight-loss drug in study](https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisks-wegovy-cuts-heart-risk-by-57-versus-rival-lilly-weight-loss-drug-2025-08-31/) Once the pill gets FDA approval, NVO is gonna go 🚀
NVO up 2.3% in europoor markets My calls better print
Morningstar rates LLY a hold (\*\*\*) and NVO a buy (\*\*\*\*).
Wegovy(NVO) just beat tirzepatide(LLY) so Tuesday should be interesting
My NVO leaps looking hawt right now
I was referring to clinical results I read into. Novo had a \~15% weight loss vs lillys \~12% (ie \~25% more effective). Novo's oral solution took 68 weeks, while lillys took 72. IE: more weight lost in lower amount of time. Full disclosure: I'm over a million deep into NVO leaps right now. See: [https://www.reddit.com/r/wallstreetbets/comments/1n2lu0i/sir\_what\_does\_diversification\_mean\_obviously/](https://www.reddit.com/r/wallstreetbets/comments/1n2lu0i/sir_what_does_diversification_mean_obviously/)
dont listen to regard analyst they don't know anything lol. but i do agree LLY will do well so will NVO
NVO, LLY. Eh, either way... They go back and forth on these GLP-1's.
NVO, DOCU, and I think most other things are gonna take a hit as the reality of tariffs settles unless the courts overturn them, in which case we might pump
FDA/media seems to be favoring NVO with weightloss/heart disease reduction headlines. But yes.
Healthcare - UNH, NVO Energy - VST
What allocation NVO vs LLY?
Hope so, I'm balls deep in NVO
Why not both? I have a 65% NVO / 35% LLY ratio
That new McDonaldland shake or whatever has 100g of sugar Im doubling down on my NVO and LLY calls.
NVO could rip next week. New study shows semaglutide good for the ticker.
LLY, NVO, even VKTX after the recent reset are all going to print.
Fewest people I’ve ever seen @ the gym during peak hours, asked this hawt personal trainer why they didn’t have a class today & they said participation’s been the lowest since 🦇🍜 Buy every single call available for NVO🫃💊 & LLY🪷 with haste
I’d get NVO. Outside the USA, strong earnings, balance sheet, and had a good pipeline.
I buy them ATM / slightly OTM. I only buy them on things that have already experienced massive downswings and I believe the market has overreacted to - basically making a bet "this will recover". It creates a bit of a safety buffer re: downside risks based off plain old boring FA. Floors are not absolute / guaranteed. There are a few different tools I use to evaluate them. For example - NVO is currently something I am long (Novo Nordisk). They make 50% of the worlds insulin and they invented ozempic. Look at the 1 year chart - it's down 61% right now. When I bought it was down \~66%. Now zoom out to the 5 year chart - it seemed very stable \~55 for a long time. This was pre GLP hype. This is the floor as that is where the market was valuing it \*before any GLP hype took over\* (which caused the massive surge). I bought below that under the assumption that "we are below the floor, downside risk is minimal here". From a FA POV - company is solid / fine. Products are in demand. From a growth perspective - it's growing like crazy... but not quite as quick as some people would have liked (due to competition from people like LLY). That's ok tho - LLY is \~2-3x more expensive. Market has actually mostly priced NVO completely out of the GLP race despite the fact they're going to be first to market with an oral weight loss pill (which is also \~25% more effective than lillys in clinical trials). IE: There are potential upsides / catalysts that could make it go back up. Will it? Dunno - it's a bet. I manage risk via sizing bets & placing ATM bets around floors.
NVO is free money boys don’t miss out
What made you go into NVO and UNH over say, ELV and LLY?
MRK is the best out of the 3, I specialize in biotech investing and it's currently my favorite pick out of the big pharma, followed closely by REGN and NVO. The other one I have no opinion on 🤷🏻
Cant predict price action. Stocks could be dead money or tank for weeks/months just look at NVO, ASML, or many REITs.
Is NVO just gonna crab the next month or two? Really hoping for 65 but seems to be stuck.
Dunno, I've posted the last few here. I aped into UNH leaps at 240 and NVO leaps at \~51. Still holding those. I've been posting my recent position changes. Any big / major changes / DD / gems I'll post here.
SOFI / NBIS / NVO if we talk about the following 4-6 months
Yea. MOH is interesting in that their earnings didnt drop as much as the more discussed UNH, CNC, OSCR but they went down just as much as UNH/CNC. Im leaning toward doing a 3 tier healthcare buy of an insurance MOH/CNC/UNH, a researcher MEDP/IQV, and a drug company LLY/NVO. To diversify among healthcare. My route may be MOH/MEDP/LLY.
I’m not trading NVO right now, but I do hold some shares for the long-term run.
NVO was looking good a few weeks ago. Not as juicy now.
UNH, NVO or HIMS one of you please go up or my port is screwed 🙏
I'm heavily invested in NVO with shares and Dec60s. I also hold LLY, as I don't discriminate. NVO has greater upside potential and should be a clear winner. They’ll likely bring the weight loss pill to market first this year, and it’s more effective than LLY's. I believe it will reach at least the 90s by the end of the year. Good luck!
Fair points. CNC - No real input, I didn't look at it. No forward guidance is generally concerning, yes. UNH - I agree it'll be a long road to recovery - but I still have a large position in it. I may move it elsewhere for similar reasons as you (opportunity costs). I was suspecting / hoping the upward momentum continued but it seems it's mostly died down. If it dips down sub 250 on no real news / changes I may scoop up more. I suspect it'll continue to slowly trend upwards tho - large well known investors all piled into it. What are the odds that they're all wrong...? I already took out my profits so it's a freeroll for me (easier to play). NVO - competing with LLY should be fine. Lilly is significantly more expensive - ie: market has already priced this in / these concerns. Compounders are a valid concern. With NVO the biggest pro / plus for me is that the floor is more or less fairly well defined around these prices & it's a player in a rapidly growing industry. I argue the price floor due to it's existing products / sales / market size... having a floor defined is great for risk management... it's unlikely to fall much lower. But for the upside - any catalyst would lead to a surge / upswing - especially using options. It very well could trade sideways... nobody really knows. They have a few potential catalysts coming in the next ~year or so. --- Curious: what did you rotate into? I need more things to do some DD on.
Opportunity cost. Particularly with leaps, I re-examined my situation and concluded it was better to chase yield elsewhere. I hope it doesn’t trade sideways, but that was my concern. CNC had no forward guidance. NVO has to compete with lly and compounders. UNH, I think it will be a long recovery.
Two weeks ago you said you were long NVO, CNC & UNH. What changed?
Healthcare is a hard one to time... entire sector is beat down. I don't think it'll stay down - but I have no idea when it'll bounce back. It's not going anywhere. > ~67 it feels really possible with just one or two catalysts over the next 12 months That's exactly it. If you look at the 5 year chart, we're at the levels NVO was trading *before* any GLP hype. I personally believe the floor is set ~50-55 due to their fundamentals / products (they produce ~50% of the worlds insulin) & their other drugs / lineup are in demand too. Hence why I bought these leaps. > 60c with Sept 2026 expiry? Very likely fine - but when do the catalysts come along...? No idea. You're basically gambling on that. It's higher risk than mine for sure but I can't really quantify it. You're going to have to do that yourself <.<
Somehow during this phenomenal run I have consistently picked the shittiest companies. HIMS, UNH, NVO and HOOD. All have taken dumps on my port 😔
nah, I'd rather put it on LLY or NVO.
NVO warming up nicely in pre 😎
Can NVO fucking break 56.7 already
facts. NVO finna go crazy if rotation to healthcare happens
I told everyone. I also told everyone about UNH (& also NVO). Sometimes I get lucky :)
50/50 UNH/NVO and you double the chance of doubling half of your money 🤣 while there is still a posibility that one of them is at the same level in the future, both never
I'm up 30% this year. Some of that was NVO though.
r/ValueInvesting is just a bunch of WSB users in disguise who use P/E as the sole metric for buying a stock, and who only buy garbage like NVO TTD and gyna stocks
NVO rising.. I'm gonna sleep well tonight
why would you ever do that? NVO is like $70-80 EOY
Thank you to the regard who just bought NVO puts...
NVO lifting my portfolio from the ashes
NVO short squeeze short squeeze short squeeze
I know this is NVDA’s special day but can we show some love for NVO?!
Holy shyyyyt, wtf NVO
Get ozempic than, calls NVO
NVO will change my life. It will make all my regrets disappear. It will give me the strength to pursue my dream of becoming a unicorn
OPEN TGT NVO. I am an investor now!
NVO is back! I think. I hope
NVO really just bleeds all gains each day
Some tard in here literally last night said “Buy NVO short LLY” . The next day NVO drops 2% LLY pops 6%
I mean I’m bullish on NVO but is there a specific catalyst you’re expecting in the next 3 days??
$30000 into NVO $60 calls 8/29.... Am I cooked?!
NVO is fucked, shorting to 40 now
Every time LLY has not bad news, NVO goes down then steadily climbs out of the dip. Sell puts, cash out rinse repeat can’t go tits up
Sorry guys, I just bought NVO. I guess load up on some puts until I sell, then get calls
Tell us you know nothing about NVO, without telling us you know nothing about NVO. Jesus.
i agree. You also forgot that they managed to get themselves exempt from 100 percent threatened pharma tariffs (at least for a few days) via the EU Trade extortion deal. The market had been pricing in massive tariffs across the sector. NVO is, by far, the best positioned to move capacity to the US of any of the European giants. I plan to get out at 40 percent profit. Which means the stock should go down about 60 percent more.
Never take sides against fatties, you will lose. NVO is extremely undervalued, it will go up eventually.
Is NVO worthless? Or maybe calls for the big pill announcement?
Also they have other stuff in the pipeline while NVO is a bit of a one trick pony
Not disputing the focus of NVO's portfolio, just their execution. LLY is growing their market share faster than NVO. Better products, richer pipeline. NVO appears to have been more reliant on price increases to deliver performance. So, one approach is qualitatively better than the other to deliver long-term impact. And that's what the market seems to be suggesting when pricing the 2 stocks differently. YMMV.
Arent the results worse than both NVO and VKTX?
Chat, evaluate my calls: 4 AMZN 235 Sept 12 calls 3 AMZN 230 October 17 calls 1 NVO 55 Octobed 17 call 2 UNH 230 January 26 calls
NVO has huge production facilities in the US
IMHO, NVO's pipeline is not as robust as LLY, their growth appears to be largely driven off of their ability to increase product pricing (which is now in question), and they've had challenges with their executive leadership. It's unclear to me where future growth will come from. Until then, the stock price reflects the uncertainty they face.
I dont get it, why is NVO so hated? It's got rapidly growing revenue and profits, a 35% profit margin, provides solid dividends, has a highly effective weightloss pill in the pipeline (better results than LLY), and low debt, but a PE of less than 15 and falling. By comparison, LLY has a PE more than 3 times higher, nearly twice as much debt to capital, a much lower dividend (with lower payout ratio), and a price/book thats almost 4 times higher, yet LLY keeps on climbing...
NVO foreign made and exposed to import tariffs?