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 trading at forward 16 P/E. Absolutely outrageous
NVO gonan make a come back with all this positive news??
So why do you think you can evaluate such a large cap like NVO better than the market, especially in this "everything bubble" environment where there is so much liquidity around? The average "target price" is $98 while the market price is around $69. People who put these "target prices" up do not believe them themselves. Of course, the market can be missing something, in both direction, but that is hard to find at Reddit. It is more or less gambling. There are good reasons why the price sits where it sits at the moment.
I agree that a lot of the bad news seems priced in at this point. The 60 level does look like a key support zone, and you can definitely see some accumulation happening. I’m also in Europe and share your view on NVO and ASML rare bright spots in the EU landscape. German defense has momentum, but I’m cautious with the volatility too. Curious to see how the US tariff situation plays out long term, might be more impactful than markets are currently pricing in.
Most bad news has been priced it seems to me (bagholder with average around 100). The CEO being fired, the drug trial not meeting target, LLY being ahead of them. Also, tariffs will hit their most lucrative market, US. I think that 60 level is good support and some true believers are accumulating. I'm in Europe and feel both NVO and Asml are good companies in a sea of EU mediocrity. Everyone's excited about German defense but that's taken off and is incredibly volatile.
Sure. But this is like 50 percent of their business. For sure it is a good company but is that enough to keep the current valuation? American companies have sharper elbows and usually also better research once they start pouring money in. NVO just got lucky, they can fall another 50% if things go south with the obesity drugs.
I am literally ALL IN on NVO since almost the beginning of the year, all in baby! It was not a funny period to be honest but I am really confident I will have an amazing IRS to fill up next year, and a quick one, just one line because after NVO I will just wait for chaos! I hope the August report will be finally the start of the trust on this company which was already a good company before Ozempic! Over 100 is a certainty for me, I hope over 135 before year end. Let's see, market always knows better!
There is a history in healthcare/biotech where the moment that people think growth is slowing/going to slow in the near-term, people flee the stock in a manner that many investors aren't used to. There's plenty of examples of it, the biggest one that I often use is GILD, which was the hottest stock for a couple of years off Hep-C in the 2010's. The moment that that started to slow, the stock headed South, they threw billions in buybacks and it kept going South. It didn't get back to the prior high until 10 years later. Moderna stock is all the way back to where it was in March 2020, losing everything and then some from when the vaccine was announced later in 2020. Lilly is leading in obesity and NVO's Cagrisema isn't the 2.0 drug that people were hoping it would be. Plus, it's more expensive to make. Novo didn't dump its CEO because everything was going great and the stock market just doesn't understand how awesome it's doing. It's not "over" for Novo and hopefully their new CEO turns things around a bit but people buying it as if it's still the growth story it was a year ago, no - they lost the lead to Lilly. The stock got overdone in the upper 50's/low 60's, bounced and now needs more positive news to have a sustained bounce.
Aren’t their results “inferior” by such insignificant differences that it shouldn’t probably be even read into? One drug doing 22% weight loss average versus someone else’s 23% is too small a difference to get that excited about, yet NVO was selling off in mountain sized chunks. I know people who have found one drug or the other “works” better for them, and none of them could really tell a difference between 22% or 23%.
I'm long NVO. That said there are some Pros and Cons to consider: Pros: 1. Possible first to offer an oral weight loss pill in near term. 2. Currently in studies to see if it will be effective in treating Alzheimers. 3. U.S. patents for semaglutide expire in 2032, so still some runway here. Cons: 1. Leadership uncertainty. Current CEO agreed to step down, acting as interim CEO during search. 2. Potential pharmaceuticals cost legislation in U.S. could drive down earnings. 3. Patent for semaglutide expires in 2026 for certain countries (Brazil, China, Canada). Competition may open up in these markets e.g. HIMS is reportedly looking to expand into Canada next year to offer a generic version of semaglutide.
I can't see any reason to invest in them at this time. The fundamentals aren't there and any potential upside was lost when they lost the NVO partnership to CVS/WeightWatchers along with the launch of the NovoCare online pharmacy. If you are looking to invest in GLP-1 then I would go direct with NVO or LLY. Personally, I'm long NVO and I think HIMS will be facing some headwinds in the near future.
You don't understand the Google search business. They are able to charge premiums for ads based on high traffic/number of users. If I'm LLY NVO or HIMS, I'm willing to pay GOOGL large sums of money to rank first in search for "weight loss drug" because I know there will be millions/billions of searches/hits on it. Now imagine that query instead migrates over to a non-GOOGL AI chatbot. If browser user traffic is down, GOOGL can no longer charge premiums for the ads, or they might lose some advertisements entirely. It's not much different than paying for a billboard sign on a major highway, and one in smaller rural area. One costs a lot more because it will have more eyes on it.
Darn. NVO closing 69.69 yesterday was a sign
NVO closed yesterday at $69.69 It’s a sign
I only own profitable quality and do not speculate, but I think Amazon exceeds expectations via aws growth, is a market share gamer in digital ads, and expands their margins in logistics/commerce. Less of a consensus view is that Google fear is overblown. AI chat use cases are novel and traditional search will continue to grow. Meanwhile, Gemini will acquire a portion of the gpt market. The least known company I own is ashtead but it’s far from speculative and they’ll continue to ride the tailwinds from the demands of US infrastructure. You mentioned bio, and I do own novo which is a great risk-reward here as Wegovy is going to expand tremendously and NVO will almost certainly develop another winner before their major patent cliff in 2032.
I have NVO 70$ calls expire in 09/16 Hope WE Break 80$ after earnings
2026 calls i have been buying last few months. BA, UNH, NVO, LULU, RH, BABA, BIDU, SOUN, AI, BBAI, ETHU, ENPH
HIMS - cost basis is around 40, plus I have 10 long call options. It’s a wild ride this one but I’m confident it will get back to 70 by year end. Bought more after the NVO drama which brought my CB up from the 20s AVGO - been in and out of this since I bought VMW in 2022 and held til it was no more. Holding long call options and selling and buying higher strike prices as new expiration dates are formed. Currently holding 1/15/27 and 6/17/27 and plan to jump up to the 28 once it’s opened GEV - been in since it formed. Never leaving. Power is a genuine play alongside AI AMZN - calling it my retail exposure short term but no one actually holds AMZN for that reason GE - afraid of missing out on any rally tbh. In for 100 shares after reducing from 400 before GEV split
NVO just took a dump lol
pls no my $NVO bags are heavy
I’m 21 years old, I have a 401k with 1k in it, a Roth 401k with 1k in it, and a Roth IRA with $450 in it. I am a full time student who will be pursuing her masters but I do work full time so I have some spare money for investing. I’m hoping to financially prepare myself well so that I have extra cash in my 30s and 40s that will make me comfortable. I’m planning on investing my portfolio (about $50 a week) in these stocks: VTI (market index) HOOD (fintech) CIBR (cybersecurity) VOO (market index) QQQ (NVDIA AND NVO) Vanguard Mega Cap fund (for mag 7 exposure) But I’m new to investing, and know nothing. What should my percent split be, and am I missing anything? Thank you!
rember when NVO was a thing
NVO is popular on this sub right now, but I think for good reason.
NVO 80$ eom, Hope for a Quater Pounder
MSF(+30), GOOG(+22), RKLB (+180), NBIS (+130), NVO(+18). Circa 220K.
Why would HIMS customers or anyone in general take [Pemvidutide](https://en.wikipedia.org/wiki/Pemvidutide)? Aren't there already better GLP-1/glucagon dual receptor agonists from better companies? Also, aren't there drugs in the pipeline that are much more lucrative, like retatrutide or even some of NVO's drugs?
NVDA NVO AVGO TSN LLY Having a decent year up 7.64% YTD.
Been looking at NVO as a prime candidate. UNH and RIO I pass on, and I’ll check the others out thanks for the suggestions 🫡
nvda meta tsm unh & NVO (same size coincidentally) ASML small bags going for onto nebius adobe and smci all seem to be at fair accumulation areas microscopic bags tempus ai, RXRX since its a biopharm backed by nvidia,
NVO , SERV and CTM please!
Bought Google when it went public and never sold. Same for Intuitive Surgical. I owned a loser that was bought by NVO and I’ve held that for 20 years. Big winner. My biggest winner contrast with my losers: selling AAPL after it tripled before the iPhone came out. I owned MSFT during the lost decade when Balmer ran it. Should have held. I owned Starbucks and Chipotle in the early 2000’s but sold too early. I’d be doing great if I just had more patience and held good companies.
These are my favorite non-tech longterm holds: NVO, UNH, NKE, BF.B
Think of going long on NVO. Any thoughts?
R.I.P to: UNH CNC Humana Hims NVO MRNA CVS Long live RFK MAHA lol
If you're feeling a little open to risk, NVO is probably a good pick up if you're gonna hold for a few years. Mining companies like RIO and BHP have been beaten up quite a bit this year too, and have great dividends to tide you over
They quit because they had expected that Hims will aggressively sell their branded product instead of generics, which didn't happen Also Hims is expanding to Europe and that must hurt NVO
You couldn't be more wrong here, NVO loses competition to Hims, that's why they're attacking them
Switched NVO shares for HIMS 7/3 calls
How bout be long on NVO instead, a real company with real Ozempic
Stocks and trades to watch: FUN VRNT JNJ NVO
NVO shares down 6g bit holding
I will make it easy for you. r/valueinvesting is currently fixated on: GOOG, UNH, NVO
[Novo Nordisk partners with WeightWatchers after Hims & Hers fallout | MobiHealthNews](https://www.mobihealthnews.com/news/novo-nordisk-partners-weightwatchers-after-hims-hers-fallout) LUL $NVO such losers..leaves a growth company for a bankrupt one
We’re in an obvious bubble. Shitcos are going up a lot and speculative euphoria is rampant. Unless of course you own shares of NVO and LULU.
Most of my stocks are American and from here I just buy ASML and NVO.
See other comment. If you're curious, the ones I bought recently and aren't under 1B: ADYEY, LULU (not long-term), GIII, TGOPY, CROX (unsure about the term-length), BLX, BULL, BBY, NVO, a bunch of TSX and TSXV stocks, and of course Google. Granted, I haven't researched the entire stock market, so I'm sure there are 100s of stocks than just the 30+ on my shortlist to buy. I'm trying to dip more into small caps so have been ignoring midcaps lately. I have a lot of bias against 300B+ stocks, and even some other large cap ones. Ideal stocks are worth less than 30B, but this is only a recent realization. There's a bunch of stocks I bought last year so no point in mentioning them since they are mostly HOLDs now with some SELLs and personally I don't usually sell a HOLD (i.e.. I don't have unlimited cash to deploy), however I only buy a BUY.
Because it's all about risk and potential reward. Yes, I can invest in UNH or MRNA or NVO and they will make a tidy return 3 years from now. Or, I can throw the money into semis/AI/space stocks when we are in a bubble, get out with quick gains in 6 months, and then still put those profits in UNH/MRNA/NVO.
Lilly is American and in Indiana. NVO is European- so feeling the heat due to many things going on but one obvious situation.
HIMS seems to have shaken off the NVO event. Back to the 60s we go
Just dropped a sum into NVO, please save me obese people
i was almsot 30% up on my NVO shares like 2 weeks ago or so and now almost back at entry overweight people working at my job are at ath tho
And here’s where you’re wrong. the part of the patient population that needs these drugs where $50 makes a material difference can’t afford these drugs where NVO and LLY have them priced. their usage is zero. And they are charging insurance companies so much money that an ever increasing number of plans that were covering them are dropping them.
NVO didn’t have as much potential cash flow tied up in the Hims deal. To put it plainly “Hims needed Novo more than novo needed Hims”. Also novo is more of a slower growth and consistency priced stock. Whereas Hims is a super growth stock. This means that, given the same stimuli, novo will rise or fall much less than Hims.
Great take, thanks. Follow up, if you would: Why the drop in NVO if they were the ones ‘pulling’ Hims? Isn’t NVO objectively in a similar spot, and now looking for a new partner?
At $50, people are going to seek out whatever drug works better/has less Side effects. Monjaro/zepbound is the better drug AND it is has a lot more mild side effects. People will pay 50 more to not puke weekly. Now, if the price to consumers was 300-400 cheaper, insurance companies would have a lot more incentive to only cover wegovy, not zepbound. NVO is missing a big opportunity to introduce a lot of capture in the market. Instead, plans are looking to exclude both of these drugs on price. They need to capture market share and introduce inertia or they become saxenda/victoza.
I really feel like $NVO $GOOG $UNH $LULU should all be great bounce back cases with gains of 50%-100% each. I am also heavily weighted in all of these 😬
ACHR - Archer Aviation or a company similar My reasoning for this pick is that looking out, VTOL style transportation will be like Uber. Nobody talks much about it because it doesn’t currently exist. 15 years ago, all you could order to your door was pizza. Uber changed the game and I think a company like Archer especially with the backing of big companies has a huge leap ahead of competitors. Cheap too, I’ve been buying since 3$. Next Choice: NVO or companies that specialize in weight loss drugs. While I disagree with the weight loss drugs, it’s a buy. Why? They are recommending it to obese kids now. The kicker is, you don’t take it for a few months and stop. It is a drug that you are on for a lifetime. I understand the flaw of man. People want things quick and easy without looking too much into side effects. That’s why I think this company is extremely undervalued looking out 10-15 years
India has like 95 million type 2 diabetics and steadily increasing, seems like a smart play by NVO
I guess LLY is up because NVO spent the last of its cash launching obesity drugs in a as yet untapped market: India.
Divorced self from CMG couple weeks back (with nominal net gain, to include what money would make in savings) But still hold its cousin CAVA. For now, not optimistic. LOL, GLP-1 users are gonna slowly destroy restaurants. P.s. f' HIMS...NVO saw how unscrupulous they are and dumped them. CAVA needs fatties
Again, you seem to think there’s only room for one drug in this market. That’s simply not true. If LLYs drug costs $X and NVO is $50 cheaper, there will still be tons of people that take NVOs just from a price standpoint. I like LLY. I own LLY too. Doesn’t mean NVO isn’t going to still be extremely profitable with tons of sales just because LLY has a drug that gives you 5% more weight loss. Whether someone loses 50 lbs or 60 lbs, that isn’t a huge difference. I just don’t get where this thinking comes from that every obese person is only going to take LLYs products lol, when there are so many other factors to consider, such as price, ease of access, etc
LLY’s next drug (to be released by the beginning of 27) makes their current drug look like child’s play, and their current drug is better than NVO’s. NVO doesn’t have a drug in the pipeline that matches Monjaro, let alone retratide. Their best hope is to start dealing HARD with the insurance companies to block LLY.
Christ alive, why is NVO getting pummelled?
Get me out of this NVO ride.
It's simple. When it's going up : I told you so. When it's going down : Negative NVO never has been changed.
I am in drug testing area software side, buying/holding both PFE and NVO.
> Comparing NVO to GILD/MRNA isn’t correct. I wasn't comparing and stated as such. I'm simply noting that healthcare investors are very, very unforgiving when there is not a next big thing in the pipeline - *whether obesity or otherwise* and there are plenty of examples of that. "And they don’t exactly need a “what’s next” drug" The stock has lost 51% in the last year. Yesterday: "Novo Nordisk shares fall as obesity pipeline faces investor scrutiny" (https://www.reuters.com/business/healthcare-pharmaceuticals/novo-nordisk-shares-fall-obesity-pipeline-faces-investor-scrutiny-2025-06-23/) "I’m long on both NVO and LLY" Good luck to you. Am long LLY.
I think a lot of your points here don’t have much merit, and I’ll explain why: 1. Comparing NVO to GILD/MRNA isn’t correct. GILD was making a drug for hepatitis C? How many people do you know that have hepatitis C? Now how many people do you know that are obese? For MRNA; of course there was going to be a major decline because you only need one Covid vaccine +/- the occasional booster. 2. NVO has the patent in America, along with LLY until 2028 or 2030 (can’t remember which). The point is, they are still the only two players for at least three years. 3. Early bird gets the worm: NVO and LLY were first to market, they already have the brand recognition. And they don’t exactly need a “what’s next” drug when you have the patent for multiple years. If LLYs drug gives 5% more weight loss but it’s twice as expensive, there will still be plenty of people taking Ozempic. It’s not like there can only be one effective weight loss drug that owns the whole market. It was disappointing to see the HIMS contract fall through but there are still tons and tons of people on Ozempic and that will continue to take it. They pay a healthy dividend, good PE ratio right now, my bet is it is back to $100 by EOY. I’m long on both NVO and LLY. For at least the next 1-2 years while they have the patents.
Would I say it is super cheap no, but it's good enough to start a position. They still have strong numbers, the problem is that they were massively overvalued and people bought in at the hype and peak which is stupid. People are doing the samething with Eli Lilly stock now until some day they get the same treatment as NVO.
NVO is solid long-term. This HIMS drama is just noise, smart investors buy these dips. been holding since 2022 and not planning to sell anytime soon.
Honestly, I think the market may have overreacted. The CagriSema trial results were below expectations but still solid at 22.7% weight loss. NVO is far from a one-trick pony — Ozempic and Wegovy are still dominant, and they’ve got a strong pipeline. Morningstar says it's undervalued by \~30%, so if you're long-term focused, this dip could be a buying opportunity. Just keep an eye on how they handle competition and regulatory pressure over the next year.
"Do you think it is undervalued at the moment and that market overreacted?" Upper 50's/low 60's was a bit much but people have this view that "everything's great" and it's just not the case imo. Semaglutide starts going off patent in other countries next year and Cagrisema has not been the obesity 2.0 follow-up that was wanted/needed. Lilly has pulled ahead in obesity. I think people don't understand that the healthcare sector - perhaps more than any other sector - puts an enormous focus on "what's next?" If there isn't something compelling, or the next thing is disappointing - people flee in a manner that investors often aren't used to. I mean, GILD was a hot stock for a couple of years because their purchase of Pharmasset lead to their very successful Hep-C drugs. When that started to slow and GILD didn't have a compelling answer to "what's next?" people sold. The company did huge buybacks and the stock kept tanking. It took a decade for the company to reach prior highs. I think NVO in the upper 50's or so was overdone but there are real issues that people are ignoring/downplaying. People on here in 2023 kept going on about buying PFE because it was cheap and had an obesity drug too. The drug failed, they tried an oral formulation and that had poor results too. I think too many people have this view as if there's no moat in drugs and why can't everyone be obesity drug winners. It's just not the case and with NVO being less diversified than LLY it's even more important that they continue to get everything right - and they have not.
As someone on the other side of this trade, we got lucky because of the news, but HIMS fundamentals are not good. Their costs are high. They got saved by compounding and now they tried to do a deal with Novo that had zero benefit for NVO... Here's a question: Whats their moat? Their brand and their network of providers. That's it. Do you think their brand is really worth that much? Do you think contract work for healthcare providers is unique? They'll move to whoever pays the best. There's nothing there long term.
TL to type out, but look up info on their customer growth/retention, previous Europe acquisition, revenue growth and outlook by 2030, Q1 2025 revenue growth was up 111% prior to NVO partnership, they don’t need them, very healthy company and some good articles to read up on
LLY is leading in obesity. For NVO, semaglutide starts losing patent in varying countries starting next year and Cagrisema has not been the "what's next?" that people hoped for (and given the nature of the drug will cost more to produce.) At some point a lot of the negatives are priced in (and maybe that was in the upper 50's/low 60's) but I think people act as if "everything's great and it shouldn't be down at all" when that's just not the case.
Reply with your thoughts on NVO. Personally think it has a lot of potential
What are everyone’s thoughts on NVO. HIMS separation gonna have a long lasting effect or no?
if NVO hits 72 today that would be great
NVO dont crash now, you did so well overnight
NVO, people gonna eat more and cheaper stuff. Time to enter the indian and china market
Own all (shared + ops), will look more into NVO, thx bud
GOOGL UNH NVO there you go
Bweh, can't see future for them after losing NVO. something very shady is going on. Those accusations aren't light..
Yeah, I just figured since HIMS stock doubled after the NVO partnership.. could expect to drop at least 50%... Puts have some time on them, but still hate waking up to the mean reds
Ehhh. NVO wanted HIMS to stop selling their competition to Wegovy... Sounds illegal to try and force them to not sell competitors medicine. Intel got sued many years ago by the US government and had to pay a fine for bullying PC companies to not sell AMD chips in their PC's for a discount on their Intel chips, but to get the discount they had to be exclusive. Sounds like NVO was trying to commit a crime and then got mad and cancelled the partnership when HIMS wouldn't do it.
NVO go up, follow HIMS.
If NVO doesn't keep falling too much, I think both outcomes are ok (I wouldn't mind getting the NVO stocks). All the best!
Glad I didn’t go full regard last week but today definitely hit my July calls hard. I grabbed a a HIMS straddle at open. My guess AH is probably profit taking by shorts. It’s also sitting on an SMA. I still like it short but I’m covered on the upside if buyers step in and fill a bit of that gap. It barely moved when the market recovered post Iran this afternoon so I suspect more selling at open tomorrow. This thing was back below $30 before the NVO deal. Who knows if it’ll get back there.
I was hanging out with my friend who works at a NVO selling ozempic and he had a good laugh about HIMS.
NVO ended their partnerships