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
I think about doing this a lot, but ultimately it violates my number one rule - don’t enter a trade where there is a legitimate possibility that the position can go to zero. That’s the problem with buying calls in general. All sorts of non fundamental reasons can cause them to viciously turn against you. If you were talking about any of the top ~20 market caps there’s definitely much more limited risk. But biopharma is literally the last place I’d attempt this. That’s just gambling. NVO, LLY, sure maybe it’ll work out. But probably not the rest of the area.
I sold all $NVO yesterday after bag holding it for about 6 months. I am sure it has a potential but I'd rather turn around (and lose it lol) $15k on something else if I didn't see any growth on the stock for this long.
What do you think about NVO
> Exactly. From a value perspective - and also growth - NVO is much more compelling. It makes no sense that the market values LLY that much greater than NVO, when both product portfolios are great. NVO is paying the stock tax because it isnt from the US, most US companies have P/E ratios higher than EU competitors (although in this case its quite ridiculous as LLY's is like 3 times higher).
Bought when it was in 700s not thinking to sell it at atleast 1100 because I don't think it will ho any higher than that. I have 13 and thinking to invest on something long term like VOO, VXUS or QQQM. I mean those are already giving me 7 to 8% in 6 months I invested. On the other hand I'm losing in NVO and VKTX like more than 45% down since I bought 🥲
Not comparing the businesses. Comparing how analyst sentiment differs for identical price declines. The framework works on any stock. ADBE/NVO are just real examples with clean data. See my other response above.
Thanks, everyone, for your comments. Several of you have asked why I'm comparing companies that aren't similar. The comparison isn't about the companies being in the same sector or having similar businesses. It's about demonstrating the value of analyst sentiment analysis when integrated into your fundamental research. Analyst sentiment is valuable because it reflects deep research from professionals who dedicate their careers to specific companies. The challenge is that most investors only look at surface-level metrics: consensus rating and average price target. That approach misses the deeper story. Both stocks are down 56% from their peaks. If you just check consensus ratings or average price targets, you miss the critical difference: analysts forecast accelerating fundamentals for Adobe (flat historical EPS to strong growth ahead) but decelerating fundamentals for NVO (strong historical growth to slowdown ahead). The full post on r/stockoscope breaks down the 5-component framework for analyzing analyst sentiment. I used ADBE/NVO because they're a clean real-world example - could've been any two stocks with similar declines but different analyst trajectories. In the full post, I have included several other examples (e.g., META and Micron) to demonstrate the approach. Personally, I have nothing against either stock and don't want you to make investment decisions based on my post (or any other post, for that matter).
Exactly. From a value perspective - and also growth - NVO is much more compelling. It makes no sense that the market values LLY that much greater than NVO, when both product portfolios are great. What’s not to say that market sentiment can continue to shift in favour of NVO?
I appreciate that you admit that you don’t look closely into Pharma. Here are some insights. Saying Novo “can only compete on price” misses the actual clinical evidence. Semaglutide (Novo’s GLP-1) has shown significant reductions in major cardiovascular events (heart attack, stroke, CV death) in large trials and meta-analyses — evidence that supports real health outcome benefits beyond weight loss. [source](https://www.acc.org/About-ACC/Press-Releases/2025/03/29/17/27/Oral-Semaglutide-Reduces-Cardiovascular-Events) Real-world data also suggest semaglutide’s cardiovascular protection may be stronger than tirzepatide’s in obesity/CVD patients, showing a larger risk reduction vs Lilly’s drugs. [source](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) Novo already has global scale, proven CV benefit, long-term safety data and an approved oral semaglutide pipeline. At today’s valuation gap, all of that makes NVO look materially more compelling than LLY.
NVO imo has way more potential growth in users. I’ve worked in graphic design or with graphic designers for years and it’s true the legit graphic designers all use photoshop or indesign but I’ve seen a growth in clients doing their own graphics first on canva and now a growing number with AI. I personally will still be hiring professionals for the work ai need done but I also know a number of graphic designers that have been laid off and can’t find work. It’s just not a growing business. Weight loss drugs on the other hand have a ton of room to grow. I personally know several people that have used those compounding drugs because it’s cheaper but with the ease of the pill and the price point being $150 (this is cheaper than most compounding companies) I think you’re going to see a ton of people that were either priced out or scared of injections getting on the stuff. I’m long NVO btw so possibly biased but that’s why I’m invested
“Can only compete on price” - what kind of analysis recap is that? Novo’s pill is perhaps even better than LLY’s. LLY’s might be more convenient, but NVO’s more effective. These two have been competed for a century. The valuation difference gap between LLY and NVO is imo way too large for a sector that is more and more acting similar to biotech with focus on new drug developments and test results
NVO is fighting a giant in LLY and can only seem to compete on price. Pharma stocks are really hard. I'd rather bet on ADBE here but I think it might fall even further because it's multiple is getting re-rated.
Constellation Software (CSU) Adobe (ADBE) Novo Nordisk (NVO)
invest in VXUS if you want international exposure. it has done better than VOO over past year. That way you dont have to worry about picking a winner. There is always risk around any business. I do have international stocks but its risky for sure. I have LMVH, Hermes, JD, NVO, BABA etc. But I also have overall ETF and us stocks to balance it.
PLTR -7% AMD + 5% NVO + 3% AMZN +3% SMCI +8% GOOG +2% NSAP -6% RDDT + 41% (and its not because I'am bagholder)
PLTR -7% AMD + 5% NVO + 3% AMZN +3% SMCI +8% GOOG +2% NSAP -6% RDDT + 41% (and its not because I'am bagholder)
Any thoughts on how NVO and LLY earnings will affect HIMS?
If shit hits the fan with Iran before market closure I'm getting margin called. If not, I might survive until SMCI and NVO earnings can save me (or destroy me next week), which would be at least much more exciting
NVO might actually for once have good guidance because of their oral weight loss drug
SMCI and NVO WSB gods help me🙏
anybody thinking about NVO calls before earnings next week?
SMCI and NVO might save my portfolio today. To even utter these words 2 months ago would have been insanity
If you are a long term investor, stick w NVO. It might test $64-$65 next week. Watch all wsb retards, who tries to day trade 0dte on NVO and how they blow their accounts 😅
Bro, I bought NVO call and put options last 2 months after the news about the company, I probably would have more success w roulette table then this stupid company. Good news NVO sells, market gaps up NVO sideway actions. Bad market, stock does nothing. Bipolar stock
NVO is such a retard stock when it comes to daytrading. I assure you their Friday options will expire worthless (call and put) somehow
What is this? I'm seeing green in my portfoli, NVO is up!
NVO green in pre-market, is this real
My 46$ long positions on NVO are the only thing keeping my leveraged portfolio from a margin call. I'm in a bit of trouble
Just buy ozempic and $NVO leaps
NVO fucking stop. You are killing it with the pills you should be at 70 already
If you want another bag you can dca into NVO with meh 🫠
But can I sell you NVO, ADBE, or PYPL?
LLY and NVO with the biggest drugs of the decade and they can’t pump
I’ve bought some NVO last month or so. Hoping their weight loss pills will open a new avenue for them. Also beefed up my Amazon position and moved away from VUSA to VEUR
HIMS needs peptide news and/or deal with NVO prob
Thanks for your response. Most ppl could make 20+% on a market like we had last year, I feel like I need better safeguards for the next 5 years or so. Point taken on concentration. Holding NVDA is overkill and I can address that in several ways. I agree my current assets are tech heavy, as these tend to have higher growth. I had a few ADRs like PBR and ASML, plus NVO LEAPS, but it's not an intentional part of the strategy. Although I can consider international stocks within each of the segments in the strategy while preserving the framework.
Novo Nordisk (NVO) Bullish reversal, great chart for longs.
It already crashed a lot. People were saying the same about INTC and NVO before it started climbing up again. It might be in trouble but these companies are still basically money printers that will come back eventually.
Novo Nordisk (NVO) Bullish reversal, great chart for longs.
they will call growth over valued and looked at antiquated measures like P/E ratio. Thats why you see ppl pilling into PYPL, NVO, ADBE, CSU
$NVO Please! just look at the chart! IT IS MEGA BULLISH
Only health stock is NVO Americans are fat. Weight loss is real
I heard this exact same speech with NVO, didn’t give a shit, bought. Six months later, I’m a genius 😂
You see NVO got the guys from the Mac and PC ad to try and bring attention to the fact that all the compounders are doing it illegally and without fda approval? Will it work and more effective would be lobbying to get enforcement of the law
#Do it with $NVO instead
$NVO Please! just look at the chart! IT IS MEGA BULLISH
$NVO Seems like bullish chart for me. Great consolidation, and fundamentals in the company.
Sold NBIS, prefer NVO long term
$NVO Because fat is unpopular, and weight loss pill is popular. Fatshame is on the horizon, and looksmax is 100%
sigh NVO likes to moon PM and at open, and bleed away the rest of the day. tf
Apparently they are in talks with NVO again about weight loss drugs. I am hoping that NVO starts making enough money that they just buys out HIMS directly
Fr tho lol their management seems like it subscribes to this sub and runs the company in a way people here would. Took them less than 2months to lose the NVO partnership lol and literally got publicly blasted by that management team for being unprofessional, essentially.
I want to do this with NVO this week. any advice?
Thinking it’s time for NVO leaps
What do we think about NVO ER on Feb 4? NVO goes up or down after?
Man I wrote a DD on NVO on the small degen sub but paper handed about 4 mos ago. I am a real beach. Wish I had diamond handed. Good work!!
#TLDR --- **Ticker:** NVO **Direction:** Up **Prognosis:** Buy $70 Calls exp Feb 6 **Catalyst:** Wegovy Pill Demand & Earnings **Destination:** Yacht or Wendy's
Is anyone checking out NVO? Holy shit, the last few weeks have been fantastic for me.
The manipulation towards NVO is all time.
I'm in USAR (10%) and MP (10%) for my rare earth play. Have NFLX, (10%) NVO (20%), WBTN (50%) for my heavily undervalued plays. Just trimmed from NVO to add to WBTN as I'm expecting a mild pulldown.
NFLX, NVDA, NVO the holy trinity, amen
I’m stacked to the tits in NVO
and to tackle this misinfo point by point, in the name of good DD, not FUD: \- ALT has $250m cash on hand and a $100m credit facility from Hercules. They have plenty of cash to fully enroll p3 and possibly even go it alone, since their talks with FDA on p3 are aligning on a dual p3 of biopsy (900 patients) and noninvasive tests (900 patients). That will cut down their p3 costs tremendously compared to someone like BI (survodutide) who is enrolling 1800 biopsy patients). Further, ALT is the first company to use PathAI in their biopsy workflow - which according to the data in the FDA approval packet from PathAI, will great reduce false negatives and speed enrollment) \- The precious CEO was a 'science CEO' and did just fine bringing the molecule through p2. Now they moved to a 'commerical CEO' who knows how to sell the drug. \- Weight loss: in ALT's obesity trial, the max dose (2.4mg) hit -15% WL with just 21% from lean muscle mass - using the same MRI bosy composition analysis used by LLY, NVO and others. Its true that the 1:1 glucagon to GLP ratio isn't optimized for weight loss, but this is certainly competitive and enough for MASH drug, where hepatologists are simply looking for 8-10% WL to complement the direct liver actions. MASH market is 9m F2-F3 patients - smaller than obesity but the reimbursement for a MASH drug is significantly higher: resmetirom is $47k per patient year. \- Madrigal is doing great building out the MASH market, which is stil nascent, but it's far from being "the king". Of the 9m MASH patients, they have captured 30k. There's a lot of room left in this market. tirzepatide and reta are doing a 5 year outcome study - so they won't be to market until the early 2030s. Survodutide is in p3, but they had a 20% d/c rate in phase 2 - making it intolerable. pemvi is the next man up for F2-F3 patients, offering results better than resmetirom, more tolerable than sema, and both direct liver action and weight loss. It has a very favorable product profile and should be very welcome in the market.
Just buy NVO leaps and chill. $70+ soon
Is NVO finally going to stop being bag holder meme?
NVO borrowed PFE’s best pill.
Best financial decision I've ever made whas buying NVO at 46. Keep running hell yeah
Because pharma companies (especially smal cap ones) are one delayed FDA from a 50% drop and one bad clinical trial away from bankruptcy. Look at the top pharma stickers people shill on Reddit (NVO, MPW, HIMS, SMMT, etc.) all perform like shit
If I were you and I wanted to full port something, I would buy NVO leaps. Maybe wait until after earnings because IV will likely ramp up (13 days away iirc) Look into them. I think their stock going back up to the $80-90 range is a sure thing. Case of the market just being irrational. They trade at 17x earnings and Eli Lilly is at 50x. There should not be this much of a valuation gap between the two largest GLP drug providers. I like IREN, PATH, ZETA a lot as companies. IREN is way too hot right now and they have earnings quite soon as well. You can also just go for classic value plays like Netflix. Axon is another good one. Stocks go in and out of favor for no good reason all the time. Just don’t buy weeklies the risk/reward isn’t there imo
I'll be honest this is why I'm holding NVO and some LUNR. Up big on both lol. Maybe I should switch to vibes investing.
yeah i did that with BRK, doesn't help. Also did NVO didn't help. Better saying would have been just do stocks not options.
LEARN TO VALUE INVEST WIGGA. WBTN, PYPL, NVO, etc... buy a company because it is genuinely undervalued
Yall think NVO can break out back to ATHs
NVO: Look at me, I produce memory chips now
buy NVO idiots, pump my bags
AMD and NVO going to drag my port to another ATH
Are overnight rallies real cause I really need this 60 dollar NVO to hold
It’s true. But it’s now so overbought the risks of holding at the top are too great. Something that’s not getting enough love is healthcare. Look at NVO the past month. Broke out of its low range.
Why anyone invests in NVO over LLY is beyond me.