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
How can you not have puts on NVO. Worst fucking stock in history. I just keep stacking them.
U gotta split NVO with LLY
Throw in NVO to capture the Ozempic bump.
NVO is gearing up for a large move
NVO calls for earnings? Think it'll be good...
Brilliant play on both sides. I do think that 50% of it should be NVO + LLY though. That said, I love me some Wendy's burger and a chocolate frosty.
"both sides" = NVO vs every other fast food? at least add in LLY though LLY is worth more than this entire list combined
NVO for the Wegovy after you get fat as fuck. I respect it
LLY and NVO coming to trim the fat
More than doubled my position on earnings, currently flat. It’s overtaken Google as my 2nd largest stock holding, still behind Microsoft. Want even more, NVO too, they’re finally washed out i think.
NVO makes ~50% of the global insulin supply. A drug that demand will not disappear. Margins are probably thin outside of US but still it’s a necessary life long medical requirement for about 150 million people. Thought it was a good bet but pharma stocks are notoriously risky, as it’s all about new drug pipelines/patents rather than existing demand/drug production. I wrap my head around the macros of a lot of different sectors but pharma is one I’m out of my depth in. I just kept buying all the way down. So I’m hoping it rebounds and I can at least dump my bags. I’m in no rush either which helps. I thought being about ~8% of the Danish economy helps but time will tell.
It's NVO's time to eat.
NGL this is some of the best (and simplistic) DD I've seen on NVO. I work in Pharma and it seems like everyone sleeps on the influence of side effects and regimen on commercial success. Taking pills with food is no biggie, but changing your birth control is.
That include value meme investors? Or would that be casting the net too wide? Fuck you, I'm tight as a crab's ass and I'm doing v. nice, thanks to Jensen Dong and Jeff Amazon. NVO slowly building up steam too. MSFT...not too much
NVO bought back 1.15 million B shares last week @ about $40.
I am considering whether to take a large position in $NVO before the earnings are released. The momentum and market sentiment look good.
Would love to say NVO like others already mentioned, but if you’re specifically looking for 5x or more, I don’t think NVO is the most realistic candidate from current levels. Two names in my own portfolio / watchlist that fit the “higher risk, higher upside” category better are GRAB and RILY. GRAB (Food delivery, Taxi, Loans etc.) GRAB has been widening its moat in Southeast Asia for years. Uber was the first one to surrender and exited Southeast Asia years ago. Delivery Hero exited their foodpanda food delivery service in Thailand completely. Recently Grab agreed to acquire foodpanda Taiwan for $600 million, which would expand it into its 9th market and first market outside Southeast Asia if approved. The reason I like GRAB is that it has become more than ride-hailing. It is now a super-app across mobility, food delivery, grocery, financial services and other local services. Q3 2025 revenue was $873 million, above estimates, and management raised full-year revenue and adjusted EBITDA guidance, so the profitability story is moving in the right direction. The stock has been held back by investments, acquisitions and future bets like autonomous driving / robotaxis, but I see that more as short-term pressure than thesis damage. I already own 45K shares and have been pouring dividends into GRAB recently. In my opinion, this is one of the more interesting long-term compounder setups in Asia. RILY (Financial services / Asset man.) The second one is RILY, but this is a very different beast. This is deep value / turnaround, not a clean compounder. The short version is that RILY grew too fast before and after Covid, took on too much debt, and moved too far away from its core competence through acquisitions it probably should have avoided. When rates moved sharply higher, the debt burden became a serious problem. The bull case is that RILY has been forced to reset. They have been selling assets, reducing debt, and trying to get back to the parts of the business where they historically made money. The company has reported meaningful debt reduction through 2025, including asset sales, bond exchanges and other balance sheet actions. Oaktree’s involvement also matters because it gave them more flexibility and time to avoid a disorderly outcome. That doesn’t make RILY safe, but it does improve the odds that the turnaround has a path. I own 53K shares and I’m still adding. So if I had to split them: GRAB = higher-quality long-term growth / Asia super-app thesis. RILY = higher-risk deep value turnaround.
I know join short squee NVO yolo NVO ⭐
Lilly won't run any trials, they will just slap the warning on all GLPs to not get sued. the only people that care about this is the NVO bagholders who think this is some big deal. NVO's DDI trials on oral contraceptives only went up to 1mg on the injectable and 14mg on the oral... even with the 7.2mg dose being approved, they never ran any new trials... delayed gastric emptying is a mechanism of all GLPs, so they are going to either change the label or get sued eventually...
What do I currently own? NVO, UUUU, Nike, CCL, BUG, XYZ are some ones I’m currently big on for shares UUUU being my biggest and I fully expect over $100 a share in the future
I think you are absolutely right. I have researched the cholesterol/statin angle this evening. It seems to be an even bigger factor than the contraceptive angle (based on the numbers I have found). But the funny thing is that it crushes Foundayo from both sides when it comes to age and BMI. The higher age/BMI, the more likely it is messing with cholesterol. The lower age/BMI, the more likely the client the consumer is a young woman using oral contraception. Also, the liver and heart issues is just a ticking time bomb. Foundayo is not just a hassle for physicians. It's a potential time bomb where you have to monitor your patient much more closely. Each new patient is a new case: are they young/old? Are they having problems with cholesterol? How about their liver? How about their heart? How about contraceptives? With the Wegovy pill, all this becomes so much simpler. And what is the demand for the patient? That they have to wait 30 minutes before eating or drinking in the morning (which I, for example, do every single morning without even trying). Also, with Wegovy HD and Oral Wegovy I have a hard time seeing that Zepbound is such a "king of the market" as many assume. To me it looks like NVO countered effectively, and that the market have not realised it yet because of the REMARKABLE bad sentiment.
Need to see some NVO follow through this week.
No sex on LLY pill. NVO bull case?
Told you guys to come in short squee NVO ⭐✨
Take out the V in NVO and you have the answer on if its a good play to make
This is a valid point, but I would point out that there are other options. The younger person who is willing and able to seek medical solutions for convenience might very well have an IUD. She might also just choose to ignore the warning and go about her business - as I understand it, the birth control interaction is not confirmed, but is possible and hasn't been ruled out. I suspect it will come down to cost and side effects. No current position in either LLY or NVO.
Wait do people still have sex? Also i'm long NVO but i got at $80........still crying at night
NVO sweep on Thursday killed my calls but gave a nice entry.
Holding my NVO calls from there 😢
#TLDR --- **Ticker:** NVO (Bearish on LLY) **Direction:** Up **Prognosis:** Long NVO Calls / Shares **Core Catalyst:** The desire to rawdog **Chief Friction Analysis:** LLY's weight loss pill requires 6 months of condoms for women on birth control, while Novo's doesn't. LLY is about to become the official sponsor of "sad-sausage-boyfriends."
How do I know this pump is delusional? Even NVO is going up lmao
Need LLY to die so NVO can livr
Comon NVO hit that 41 again please
first NVO green day I have ever seen
If you missed INTC get in on NVO
As a NVO holder, please, I want this for me too.
I would say I had or have long term conviction in all of them, except LULU I bought that at the recommendation of a friend who works in IB so thought he couldn't be wrong. I actually did see it go over $400 at one point but since then it just keeps going lower. NVO I still have conviction in, I've seen how well GLP-1 works and that obesity is one of the biggest health issues in the U.S. however I also know LLY has the home field advantage, but still believe the Ozempic brand name has value. MSFT and UNH pretty self explanatory, bought them low and will be forever holds (the shares of UNH I offloaded as I wanted to lower my risk and felt o may have bought them too high, $245 is a price I don't think we'll ever see again but who knows it got close a month ago). ADBE I liked as they keep growing revenue despite the SaaSpocalypse narrative and they are a strong legacy company I feel but again I can't predict the future of this stuff so who knows what AI will do to it. MELI I liked for the Mercado Pago system they have implemented in societies that are still cash reliant where many people don't have traditional bank accounts, and the fact that they are fending off Amazon's e-commerce growth in Latin America, I liked them as a hedge against the U.S. market but they seem more affected by it than I realized. META just makes a ton of money and I bought the dip, don't know if I want to hold them long term as it's really all ad revenue and they don't really provide anything of use to the world beside data centers now I guess. FXAIX and VTI are my index fund/ETF holdings. Hope that answers your question. Thanks for reading
I'm not. I panic sold a little bit of UNH last month to buy more Microsoft and missed out on the huge runup on those shares, bought some MU at the bottom a month ago and sold that too early, I made money but it could've been more if I were patient. Sold Google too early last year for a measly gain when I could doubled my investment. I just am at a point where it stresses me out so much that I really do think long term I should mainly do index funds and then hold some good ones and buy them when they crash hard like I just did with Microsoft but it's just too much for me mentally. I only started stock picking because I felt FOMO from missing out on buying the broader market 2-3 years ago when it was down and this is my way of catching up to where I should be but it never seems to work. I really hate that I bought NVO, LULU, and ADBE right now. I wish I just put that in VTI or VOO but can't change that now as I don't want to lock in the loss it just hurts to watch.
Need opinions on my portfolio and wether or not I should sell it all besides my top 3 holdings. Yesterday I was feeling confident again after watching the bloodbath that was last month but losing confidence again now that the fear is back. 99 MSFT shares at $395, 42 UNH shares at $245, 42 VTI shares at $328, 82 LULU shares at $194, 48 ADBE shares at $272, 13 META shares at $595, 204 NVO shares at $46, 2 MELI shares at $2,076, 7 FXAIX shares at $207. I hate the idea of locking in a loss but I also don't want to be part of a sinking ship.
99 MSFT shares at $395, 42 UNH shares at $245, 42 VTI shares at $328, 82 LULU shares at $194, 48 ADBE shares at $272, 13 META shares at $595, 204 NVO shares at $46, 2 MELI shares at $2,076, 7 FXAIX shares at $207. I was feeling good yesterday and now back to feeling like it's over and I should sell everything but the first 3. But don't want to take a loss
Why even bother investing in NVO?
Added 3000 NVO shares news soon
How does this negatively affect NVO?
Well there goes my path to revenue for NVO….
Nothing worth mentioning except NVO, but I'm still leaning towards holding. My losses aren't significant and the dividend is good.
I picked the wrong week for NVO calls
VM what do you think about NVO does it makes sense to sell puts on it?
Why is NVO down today also Lilly?
All of you might thin why it sudden drop, but for me this is great news The drop is due to the news that Amazon is selling GLP-1 drugs. Basically, any telehealth company that sells GLP-1 is down. However, strangely, NVO and LLY are down as well. Back to the topic: if HIMS is not affected by the news, that means the market believes HIMS doesn’t need to rely on diet-drug revenue. We are totally priced in, even if HIMS is selling fewer and fewer diet pills. Which is great, because I thought the next earnings report would see a pullback because of dropping diet-pill revenue. But the market no longer thinks that’s an issue and is instead focusing on the future of the other product lines, overseas markets, and peptides.
𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.
𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.
𝐔𝐏𝐃𝐀𝐓𝐄: $AMZN Amazon One Medical Launches GLP-1 Weight Management Program - $LLY $NVO $HIMS 👉 𝐊𝐞𝐲 𝐇𝐢𝐠𝐡𝐥𝐢𝐠𝐡𝐭𝐬: ➤ Amazon launches integrated 𝐆𝐋𝐏-𝟏 weight management program nationwide. ➤ Combines 𝐩𝐫𝐢𝐦𝐚𝐫𝐲 𝐜𝐚𝐫𝐞, pharmacy, and virtual services.
At least I'm finally getting rid of one of my healthcare bags Fuck you NVO
If hims is flying shouldn’t NVO be doing the same
Isnt this old news? Hims has partnered with NVO and is now selling branded wegovy. There is the question of margin compression, but if the FDA actually allows peptides to be compounded after their meeting in late july, the margin bear case should be dead
Thanks. In my research, the picture is slightly more nuanced than a clean 'they now only resell NVO's product' as it seems compounding is still permitted but on a limited basis only. Directionally, you're right though. On the overseas angle, it's already underway as well. They've agreed to acquire Eucalyptus for AU and UK and I'll be monitoring the execution. You're clearly following the stock so what's your read on the peptide timing specifically?
Are you using AI to feed you yesteryear information for investment suggestions? They made a deal with NVO and are no longer selling the compound. That’s why the next earnings call will be the first binary event. We all know their revenue will suffer because they can now only resell NVO’s product instead of the compound. However, if their other product lines’ revenue growth can make up for the diet-product revenue they’ve lost — and with the potential peptide opportunity — they are definitely worth much more than $28.
I regret that I did not buy more stocks which I have already bought. What I bought the last year: F34.SI, INFQ, XNDU, NVO. All except NVO skyrocketed. Note that I mentioned post-merge tickers for SPACs but actually I bought them pre-merge. What I bought this year (all in January): EB5.SI, OTSKY, U96.SI. And again all skyrocketed. But again my opened positions are quite small (relative to my portfolio).
Well you forgot to mention a slipping moat and decreasingly favorable channel mix. Could also be PYPL bagholders just being tired of losing atp. You could phrase similar tales around NVO at this point, doesn’t change sentiment though
C’mon NVO… back to $60 with you. People love your juicy, albeit strange and foreign taxed twice yearly dividend.
NVO went up after ex-date. So, yes...it's in theory.
NVO will be terrible. You need stock with good track record. Look at the last 1 year chart
Never ask: A man his salary A women her age An NVO bagholder their total P/L
only if u are not invested in NVO.
NVO is most suitable from your list due to stability and liquidity for PMCC.
Every time I go there, without fail, there’s a brand new NVO post. It would be funny if it weren’t so sad.
Dip on $HIMS , $NVO also good, I'm starting a position in $FLY, AAPL/MSFT/ORCL calls, $NKE start, and all China about to rocket. I think healthcare is the next sector for the gold rush in AI.
Yesssir!!! I have calls for $NVO , and I can see we are about to fly!
Why not buy NVO instead of a middle man selling someone's products?
Healthcare is the next sector to take the AI boom train, dont miss it! Lots of catalysts for $HIMS $NVO $LLY $JNJ $CURE
NVO is breaking out right now!
NVO is breaking out from consolidation
Option buying or selling not working on NVO on robinhood. Is it the dog shit app or something more systemic.
If you listen to r/valueinvesting you might lose your ass. ADBE, PYPL, NVO…
You are a top commenter… MCD GE TSM ASML NVO QCOM NOW … ?
PMCC gets more expensive in high-vol � your LEAPS are priced with elevated IV, so if vol compresses after you enter you're fighting vega headwind on the long side while the short calls bring in less. of your list, NVO is probably the cleanest fit. TEM and RKLB are too speculative imo; they can gap 20-30% and your LEAPS crater faster than the CCs recover. SOFI's somewhere in the middle
Fuck it, day trading NVO until I'm either a millionaire or a zeronaire!
ValueInvesting has an uncanny ability to promote the worst stocks: ADBE, DUOL, NVO, LULU, GAMB. These are just off the top of my head. The list is probably 3x longer lol.
The market is significantly up. This isn't a breakout for NVO.